D-Tools releases SI 2017 worldwide
D-Tools has announced the release of the latest version of its System Integrator (SI) software platform, SI 2017.
The SI platform from software provider D-Tools has been update to boost business intelligence, visual reporting and web publishing capabilities available to installers.
Enhancements to its business intelligence features means SI now reports on key information across multiple projects, and can provide executives with visual reports and dashboard views of key performance indicators. SI 2017 also enables deep analysis and simpler custom reporting of business activities and trends such as profit analysis, product usage, vendor engagement, personnel performance, as well as sales pipeline, activity and results.
SI 2017’s pre-configured dashboard views can be filtered by date range and viewed as a graph (bar, line, pie) or table. Predefined dashboards include reports such as sales by salesperson, sales pipeline by project stage, top products sold, and profit margin by system type, product category and project size.
The newly introduced Dashboard Wizard allows users to create, edit, and clone dashboards to streamline the time required to create additional views. SI 2017 enables two types of dashboards: Summary (for grouped and summarised data) and Tabular (simple data table).
Coming in May 2017, D-Tools’ Customer Portal, built on the D-Tools Cloud infrastructure, will allow users to publish proposals, change orders, drawings and other client-facing documents to the web for improved client engagement. Clients will be able to login to a secure web portal to review documentation, make comments, and accept or reject the documents presented. SI users will be notified when a customer reviews, comments or accepts proposals throughout a project lifecycle.
D-Tools has furthermore unveiled upgrades to the SI product catalogue, drawing functionality, CRM interface, QuickBooks integration, and more.