BUSINESS INTELLIGENCE

Katrina BI

Data from CRMs, ERPs and dialers pulled into dashboards managers use every day.

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Katrina BI
Brings information together, already organized
Management decides from the same numbers

Key benefits

  1. Brings information together, already organized

  2. Management decides from the same numbers

  3. Non-technical users look things up and analyze on their own

  4. Cuts spending on infrastructure, BI licenses and specialized data staff

Problems it solves

  • Management and performance: data scattered across teams that doesn’t show a deviation in time to fix it.
  • Cost: infrastructure, BI licenses and a whole team just to build and maintain reports.
  • Autonomy: non-technical users depend on someone else for every number they need.

Features

Integrates with technologies and platforms like Microsoft Power BI, Google Looker Studio, Tableau and Metabase.

Own infrastructure: despite the integrations, the client doesn't need to have or provide any infrastructure.

Reports can be built by the client's own team or by the Better team.

Separate workspaces for each company, client, franchise, branch or unit.

More than 80 integrations with CRMs, ERPs, dialers and other market tools for data ingestion.

Platform available in Portuguese, English and Spanish.

Setup within 2 business days, once reports are built and access is granted.

Who it's for

For managers who still build reports by hand before every meeting.

  • Boards and management
  • Operations and planning
  • Finance and sales
  • Companies with multiple units

How implementation works

Each phase ends with a decision or objective evidence.

  1. Assessment

    Context, requirements, data and risks

  2. Planning

    Schedule, owners and acceptance criteria

  3. Build

    Configuration, development and internal testing

  4. Acceptance testing

    Client testing, adjustments and sign-off

  5. Go-live

    Launch, training and assisted operation

The reference timeline is confirmed after the assessment.

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Quality metrics, coaching and team performance on one dashboard.

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SMART RECRUITING

Webbie

High-volume hiring, with AI interviews in several languages.

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ARTIFICIAL INTELLIGENCE

Katrina Insights

AI that reads voice and text interactions and points out what to fix.

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REAL-TIME MONITORING

Control Desk Digital

Watches the operation in real time and warns you when a metric goes off track.

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INTEGRATED JOURNEYS

SmartJourney

Organizes the customer or employee journey across any channel with an API.

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AI ASSISTANT

Katrina Assistant

Answers the team’s questions from the operation’s own articles and procedures.

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PROCESS AUTOMATION

Katrina Automations

Takes repetitive tasks off the team and logs every run.

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Show a specialist your operation and see where Katrina BI fits.

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