Exception Reporting Delivered Via E-mail

The quantity of information available to managers today makes it impractical to try to keep up with the deluge of data presented in traditional reports. To survive in this environment, it is important to use technology to control the information stream and help you focus on the trends and developments that really require your attention.

Our Custom EDR programs can automatically identify and document operationally significant events and notify the appropriate personnel. Our system uses the same powerful programming language that drives the rest of the Elite system, so there are no limits to what can be analyzed or distributed. You simply tell us what you want to be told about, who we should tell, and how often we should tell them… and we handle the rest.

Our delivery mechanism is the familiar Inbox of your e-mail system. Since most mail systems support HTML formatted messages, we can present our reports using the same set of formatting options used for web pages.

After using our system for exception reporting, many firms have asked us to replace some of their standard report distribution as well. Although this can be accomplished by distributing operational data via a web-based inquiry system, there are certain key reports that are intrinsic to firm operation that are best delivered as standard documents.

We work closely with our clients to design a system that exactly meets their needs. Not only can we support highly specific definitions of key A/R and unbilled aging events, we can define virtually any event that the firm is interested in tracking. The content we deliver uses firm-specific calculations so that information is presented exactly the way your firm is accustomed to seeing it.

Use of the Data Fusion EDR system makes good management sense. The delivered content is timely, significant and highly targeted. Because EDRs are totally automated, they eliminate time and expense associated with manual analysis, generation, and distribution of printed reports. Because they are delivered via email they can be received and read anywhere.

Data Fusion can automate just about any event-based or informational report you can describe. There is no one better qualified to handle your EDR reports than the people that (literally) “wrote the book” on Elite Custom Reporting.

Some examples of Custom EDRs we have written for our clients include:

For more information on how to improve your information distribution system with the use of custom EDRS, or a complete list of Data Fusion EDRs (including our library of Balancing EDRs) please contact us.