Release 3.48 of InfoReady was deployed in the early morning hours of Friday, June 17, 2022.
Today, we’re thrilled to introduce the Insights Dashboard! The goal is to make reporting and analysis easier, especially for larger data sets. No matter the processes or tools used, these critical activities can be challenging.
The Insights Dashboard is designed to streamline and standardize data collection for easier reporting and to create data visualizations that help track key data points throughout the lifecycle of any number of opportunities (e.g., measure your return on investment, identify patterns in funding distributions, program participation, etc.). The Insights Dashboard can quickly display data over periods of time and be filtered in ways that are meaningful for your organization.
The Insights Dashboard is available as a paid add-on to any license level. Contact your Account Manager to learn more.
Features and Enhancements
Insights Template – Creating an Insights Dashboard begins by working with InfoReady to create an Insights Template. Compared to other InfoReady templates, what is unique about the Insights Template is that you define key data points in the application form and progress reports that you want to consistently collect and measure. Administrators who use the template to create an opportunity cannot change or turn off these defined data points. As a result, you always get the data you need to drive your metrics across all opportunities that use the Insights Template.
Administrators creating opportunities from your Insights Template are free to add additional data points to their applications and progress reports; but your data points will always be included. They get the data they need; you get what you need.
Administrators are still able to design and manage the review/approval process. No need to change what works for them in their process to get you the data you’re after.
- Insights Dashboard – The Insights Dashboard brings your data to life. A suite of visualizations allow you to monitor activity on each of your Insights Templates, tracking all opportunities that use the template from draft status through archive. Track applications across all opportunities from draft through award. Track progress report status for all awards. See funding allocations for all opportunities. Monitor awards by funding source, effectively tracking your “burn down” of allocated funds. In addition to these visualizations, the Insights Dashboard brings your key data points into focus with custom visualizations.
- InfoReady Implementation – The “secret sauce” of the Dashboard is our implementation process. Work alongside a dedicated InfoReady implementation team to review your current processes and define your key data points and metrics. We start with the end in mind: What do you need measure throughout the lifecycle of opportunities to understand and/or demonstrate success? We help you determine how best to collect key pieces of data through the process. We work together to develop an Insights Dashboard that meets your needs and ensure the Insights Template is set up appropriately in order to collect the right data.
Bug Fixes
As always, we addressed various bug fixes to maximize your InfoReady experience. The InfoReady Support Team will reach out directly to any clients who may have encountered a particular bug fixed with this release.
Product Questions, Comments, or Feedback?
We’d love to hear from you! Reach out to us at support@inforeadycorp.com. From sales to support to product development, our team discusses your feedback regularly as we shape new features and enhancements.