Client Reporting Solution
In the current market there is a strong business requirement for client retention. Companies are addressing this by providing greater value for money and a more focused service. Key to enabling this touch point is accurate information, produced both to a high quality and in a timely manner, aimed at the specific needs of the client, whilst constraining the production overhead.

Information often needs to be accessed from disparate systems, enriched with pertinent commentary, signed off to promote accuracy and accountability, and then collated into a marketing quality report document tailored to meet client specific requirements, all within a tight deadline. All this is not just for one client, but possibly hundreds or thousands every month or quarter, year in, year out.

Design for Success
The Vermilion Reporting Suite (VRS) - The Client Reporting System - has been specifically designed to address all these critical business issues within a single integrated enterprise automated client reporting software solution. The VRS is a one stop web based client reporting application designed for high quality multi-lingual client reporting, extracting data from corporate databases and data files (including Excel and XML), applying client personalisation, formatting and branding and then delivering this in the most popular file formats (Word, PDF, PowerPoint, HTML, XML, Excel and CSV).

The system consists of four key integrated modules working together to seamlessly provide a streamlined and scalable client reporting application solution:

Both VRS reports and the VRS GUI can be multi-lingual with Western language support available now and Far-Eastern language support due in soon.

Individual report components can be in a variety of forms, including charts, tables, images and formatted text. Document formats include flow and non-flow page layouts as well as headers, footers, line-graphics, backgrounds and footnotes.

This is all managed by an integrated workflow service that ensures timely and accurate collation of information before being distributed to the appropriate channels. Using the web GUI, the Workflow will request action from resources throughout the enterprise, bringing the results together ready for sign off and delivery.

Report documents can be designed using drag and drop, and run as ad-hoc or scheduled events to complete at desired dates or frequencies. The workflow schedules ensure that tasks are requested and completed in sufficient time for each document to be generated and ready for distribution – whether to web, network printer or print-press. VRS will escalate tasks that are late and will keep management fully informed of progress.

Why Use VRS?

• User Empowerment
• Automation Efficiency
• Management Visibility
• Error Reduction
• Timeline Reduction
• Process Control

Key Features and Benefits

• All in One Client Reports Generator
• Global solution from one implementation
• User customisable templates and components
• Technical aspects such as data acquisition is managed separately from business user reporting side.
• Re-use of report components with a component and data source library
• Business User empowerment, handing over control and knowledge to your Client Services team.
• Reducing the reliance on the IT department.
• Fully functional Word (.doc), PowerPoint and Excel document generation, including paginated text, tables and charting - all fully editable from the average enterprise desktop using Microsoft Office. Other formats include HTML, CSV and XML, all from the same single report template.
• Data management, enabling multiple data sources to connect to a common platform
• Feeds from any database vendor (Oracle, Sybase, MS-SQLServer, DB2 UDB, AdvantageDb, etc) as well as from 3rd Party Applications such as PACER, MPA, MFACT, Axiom, API & Webservices including Business Objects and Sharepoint, Excel, Word, XML and text documents - with complexities all completely hidden from the end user: same report template - any output format
• Business Validation, aggregation, sorting and filtering of data.
• Integrated Commentary management
• Integrated Workflow
• Fully customisable
• Data facilities easily extended through programmatic customisation
• Document generation including pagination, Tables of Contents, footnotes, etc.
• Latest technology (J2EE)
• Fully integrated and easy to use Reference Data environment
• Full report object and data security model (vertical and horizontal partitioning)
• Scalable from less than 10 reports to many thousands
• Auditability
• Product under full control of Vermilion Software, no restrictive third-party products, licenses or costs
• Sophisticated conditional rules
• Multilingual delivery of all report outputs
• Multilingual web based GUI for lightweight enterprise Windows PC installation
• Automatic proactive workflow
• Security managed throughout
• Built in Developer Studio (no additional costs)