An employee share plan comes with multiple reports. Reporting a time-consuming process and static reports, which are quickly out-of-date and are easily ignored.<\/p>\n
Luckily, with Global Shares\u2019 advanced Business Intelligence (BI) Reporting tool, it\u2019s never been easier to compile real-time and meaningful reports without stressing over spreadsheets.<\/p>\n
Now, your team can rely on a single source of up-to-date truth to analyse the same set of data and access the freshest insights for your employee share plan. Reporting can be delivered on-demand or scheduled, to be automatically generated and ready for retrieval.<\/p>\n
Our BI tool offers simple-to-understand and highly customisable dashboards. Each dashboard comprises multiple widgets<\/strong> (e.g. graph, map, chart and counter). A standard dashboard comprises three parts:<\/p>\n You can also customise your dashboard layout with drag-and-drop features<\/strong> to place each widget exactly where you want. Each widget can be downloaded as an image or a CSV file.<\/p>\n Our widgets ensure you get the exact report you need. Simple-to-understand tools create simple-to-understand visuals \u2013 saving time and ensuring that you can make the most out of your data.<\/p>\n We offer a wide variety of dashboards<\/strong> \u2013 from standard dashboards that everyone has access to, to client-specific and even user-specific dashboards. Here\u2019re just some of the examples: Participant & Trust Overview, Cash Payments, Grant Balance, Future Vesting & Deferral, Participant Tax & Payroll etc.<\/p>\n Once you have landed on your desired dashboard, you\u2019ll be able to filter data by<\/p>\n Our smart tool also enables you to quickly drill down into granular data<\/strong> (e.g. gender, job title, department, residency and subsidiary) by right-clicking on an element that you\u2019re interested in within a widget (e.g. a chart or a graph). In the example below, you\u2019re interested in the element \u2018\u2019AML\u2019\u2019. Right-click on that to drill down into any dimensions that you are interested in.<\/p>\n Our dynamic reports are real-time<\/strong> and interactive.<\/strong><\/p>\n Our BI reports allow you to see what\u2019s happening right now, rather than having to wait until the end of the month to get a snapshot of your share plan situation. They also enable you to interact with data through interactive functionalities to flexibly conduct data analysis.<\/p>\n When managing an employee share plan<\/u><\/a>, there are multiple dimensions of data to be analysed and data changes by the minute. Without the right reporting tool, it\u2019s hard to generate data to obtain insights and make adjustments.<\/p>\n That\u2019s why we built our BI tool to be dynamic. With our online reporting facility, you can easily create, analyse and reshape reports in real-time<\/strong>. Just one click and you have an updated report. Imagine you\u2019re presenting to the Board, and five minutes before you\u2019re about to go on, you realise you forgot an important field, or they ask to see something new. With a static report, you\u2019re out of luck. But with our BI tool, you have four and a half minutes extra.<\/p>\n Like everything we build, our BI tool is designed for both advanced and novice users. As our Product team always says: it\u2019s comprehensive but clear. The BI tool empowers even the most non-technical user to visualise instantly:<\/p>\n Users can either look at the larger picture, or drill down into the details, or combine multiple views for both.<\/p>\n Advanced BI Reporting: it\u2019s just another way we\u2019re making employee ownership simpler. To read more about share plans and how we can work with you, please click here<\/a>.<\/p>\n Contact us for a free demo today.<\/p>\n\n
A wide variety of data at your fingertips<\/b><\/h2>\n
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Dynamic reporting<\/b><\/h2>\n
Built for everyone<\/b><\/h2>\n
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How does Global Shares BI reporting help to achieve a successful share plan?<\/b><\/h2>\n
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\nWe have a wide range of dashboards available. Simply click on the dashboard you\u2019re interested in \u2013 all requested stock plan data is at your fingertips for analysing and making an informed decision.
\nOur tool allows for the generation of various types of widgets \u2013 tables, charts, maps and etc. These intuitive widgets uncover share plan insights visually in an easy-to-digest way. They can also be exported as a CSV file for data analysis or an image for presentation.<\/li>\n
\n<\/strong>For each widget you build, you can drill down into granular details with one click or two. With this powerful feature, you can understand multiple dimensions of every single component, e.g, participation rate by gender, job title, subsidiary and office status.
\nIf you identify, for example, junior staff has a low participation rate, you can review your communication strategy<\/u><\/a> particularly for this group.<\/li>\n
\nReal-time and interactive data allow you to see what\u2019s happening right now in different dimensions, meaning you can change your query to view an updated report with one click.
\nIt helps you make accurate and quick adjustments to your plan, unlike static reports that have zero flexibility and can become out-of-date quickly.<\/li>\n
\nOur BI reporting tool ensures all users look at the same dataset to avoid unnecessary confusion when discussing and analysing share plan data. It makes stock plan management more efficient.<\/li>\n
\nSince the reports can be automatically generated, your team can save much preparation time. So, more effort can be spent on analysing plan data to optimise your employee ownership plan<\/li>\n<\/ol>\nTraditional BI reports vs Global Shares\u2019 BI reports<\/b><\/h2>\n
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\n \nTraditional BI Reporting<\/th>\n Global Shares\u2019 BI Reporting<\/th>\n<\/tr>\n<\/thead>\n \n Static<\/td>\n Dynamic<\/td>\n<\/tr>\n \n Time-consuming<\/td>\n Time-saving<\/td>\n<\/tr>\n \n High risk of human errors<\/td>\n Low risk of human errors<\/td>\n<\/tr>\n \n Managed on a spreadsheet<\/td>\n Managed with an advanced BI reporting tool<\/td>\n<\/tr>\n \n Data and formulas need to be manually input<\/td>\n Whatever data could be pulled and filtered faster<\/td>\n<\/tr>\n \n Data is fixed. Users need to re-input a new data set to see different dimensions<\/td>\n Data is interactive \u2013 can be easily drilled into further details and updated to different dimensions with a few clicks<\/td>\n<\/tr>\n \n Causes the danger of multiple versions of the report circulating among colleagues<\/td>\n Provides single source of truth<\/td>\n<\/tr>\n \n Static reports can become out-of-date quickly<\/td>\n Real-time reports<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n