Optimizer Performance Suite Portal
Performance Suite portal that brings the best solutions together
Optimizer is a flexible, comprehensive portal application - powered by SharePoint® technology from Microsoft® - designed and created for the ProfitStars Performance Suite that brings top ProfitStars solutions together, including PROFITstar, PROFITability, Relationship Profitability Management (RPM), and Synapsys.
Offering centralized convenience for financial institutions, Optimizer accommodates data from different ProfitStars performance systems. CEOs, Financial Analysts, Sales Managers, and other financial personnel can now conveniently interact with solutions to monitor, analyze, plan, and execute business processes and make better decisions, faster. With pre-built dashboards monitoring your organization's financial and customer information, you can improve reporting and analysis capabilities, drive profitability, and provide insight into solving business problems.
What It Does
Acts as a robust portal for ProfitStars’ Performance Suite lineup and offers centralized convenience for financial institutions and organizations.
Improves reporting and analysis capabilities by connecting information.
Drives profitability and provides insight into solving business problems.
Uses Microsoft SharePoint technology and Microsoft Excel to accommodate data sources from different ProfitStars systems and platforms.
Includes pre-built dashboards for monitoring key business indicators like Loan Mix, Deposit Mix, Income, Share of Wallet, Average Household Profitability, Service Quality, Concentration of Profit, New Volume Summary, Customer Profit Segmentation, Daily Loan Activity, Daily Deposit Activity, Daily Customer Activity, and Asset Quality.
Serves as a hub connecting specific business-need solutions in the ProfitStars Performance Suite.
Offers an efficient way to retrieve information using RSS enabled programs like Windows Internet Explorer and Office Outlook.
Provides advanced administrative controls for increasing the security of information resources.
Includes enhanced views and menus that integrate with familiar productivity tools.
What It Does For Me
Enables CEOs, Financial Analysts, Sales Managers, and others to seamlessly interact with key solutions to monitor, analyze, plan, and execute business processes and make informed decisions faster.
Arms your decision-makers with information that utilizes industry best practices for delivering key business indicators and metrics.
Allows users to access domain-focused information that include interactive objects such as dashboards, collaborative tools, reports, and analytics needed to gain instant insight into key business indicators.
Provides users with easy access to the ProfitStars Performance Suite to do deep analysis, planning, and budgeting.
Equips your people with information and resources they need, plus the ability to coordinate calendars, organize documents, and receive important notifications and updates.
Offers the ability to drill down and look more closely at Key Performance Indicators.
Provides task functionality to easily manage and track work.
Allows you to set permissions at the document or item level and ensure the security of your business information.
Makes it easy for users to get up to speed quickly by integrating with popular Microsoft Office system files and programs.