Frequently asked questions

Synergise Performance Insight (SPI) is a business intelligence and strategy execution platform designed to help companies turn plans into measurable results.

It connects your strategic goals, KPIs, and performance data into one place, so you can see whether your strategy is actually working, where execution is falling short, and what decisions to make next.

• Tracks progress against strategic objectives in real time

• Highlights where execution is falling short

• Provides clear, actionable insights to guide decision-making

• Keeps teams aligned and accountable to measurable outcomes

• Make informed decisions using factual data

• Understand patterns

• Create reports with visuals and export to PDF, Excel, Word and Screenshots

Because having a strategy is only half the battle.

Execution is where most businesses struggle. Research shows that while 90% of SMEs create a strategic plan, only 20% consistently achieve their targets.

SPI helps bridge this gap by:

• Making your goals and KPIs visible in real time

• Highlighting where performance is falling short before it’s too late

• Aligning teams around measurable outcomes, not just intentions

• Giving SMEs access to insights usually reserved for large enterprises

SBI have been providing software solutions from SME's to large multinational companies for over 25 years.

SPI is designed for businesses that:

• Want visibility on whether goals are being met

• Need to align teams around clear KPIs

• Lack time or resources for complex BI setups

• Are ambitious about growth but frustrated by poor execution

If you have any reservations then please

Yes - There are many facilities to help the user experience. This includes...

• Including Help videos

• Onboarding walkthrough guides

• Extensive Documentation and help tips.

• The Admin client provides a walkthrough wizard to help import your raw data and create an SPI application with suggested Measures and Dimensions.

Your Data is loaded via the SPI Admin client using data import wizards or manually via an import page (The more advanced user can control multiple aspects of data loads)

We can be your data architects. We facility manage all aspects of your data and load data automatically into your application

Data can exist in multiple formats including txt, CSV, JSON, TXT etc. Our Admin wizards can decipher this data and helps massage it into the required format for SPI models.

Upon completion of a short form, a demo or free integration to the SPI application will be emailed to you.

This will

• Helps you test whether SPI’s insights, dashboards, and forecasting match your needs without committing.

• Lets you see how easy or intuitive the tool is from a user’s perspective.

• Enables you to evaluate whether the visuals, KPIs, reporting styles, and trend-spotting are relevant to your business.

Upgrading gives you access to higher value, more scalable and customized features.

You get more than just advanced dashboards. y

You unlock tools and services that help you embed performance insight deeply in your organisation.

Below are key benefits & what makes Premium/Enterprise worthwhile.

We can handle most formats. Txt, CSV, Database connections via JSON

Watch this video for more information

This will depend on your companies industry type and the data you are using in the application.

Our KPI's dropdowns will suggest Measures for each industry sector. You can then use these or add your own.

A KPI's should be a metric which relates to your data i.e Profit, Sales Revenue, Employee Turnover, Social Media Engagement statistics, CO2 per vehicle

An administrator has total control over the data that the user views within the web application. An admin controls the following

• Application data content

• Load frequencies

• Security (Access rights, passwords etc)

• Manual data imports

• Create/Amend users

• We can manage all aspects of the Admin client for you

Support varies according to the SPI package that is purchased.

Please see this link for support levels

Yes

The standard SPI package offers multiple tools to give the full Performance management experience including

• A full performance dashboard providing multiple views for the KPI's and the ability to change dimensions and to identify data problems.

• A fully interactive Admin client Build Wizard which will guide you through from raw data to fully interactive Performance management application

• A performance reporting

•

However, by upgrading to Premium/Enterprise you gain the real power from calculated Measures, Calculated Versions, Geographical mapping, Predicative analytics and more...

Talk to us...

We have been producing Software applications for over 25 Years. We have experience from small independent companies right through to global giants. We won't mis-sell you the software - it will make our jobs harder to support you on something that isn't a right fit...

SBI provides a number of help options.

• Within the application there is extensive documentation accessed via the "?" icon.

• The interactive help tool is activated via the toolbar "i" and also within the page wherever an "i" is found.

• This tool allows the user to click through a wizard which will comment on each section of the page and explain how it works

• The application contains a variety of videos. From the overall application introduction videos to individual videos per pages.

• SBI are available via phone support please see the Applications Settings cog for information