Background
In daily work, you can hold various types of meetings, such as weekly meetings and project progress management meetings where many important decisions are made. Correct decision must be based on data rather than only experience.
The core of Business Intelligence (BI) lies in delivering decision-making value by providing deeper business insights during meetings to help enterprises make better decisions.
Meeting Type
Some common types are as follows:
Type A Large Routine Meeting
As the sales director in Xiaoshu Company, manager Shen is responsible for pan-regional sales management and conducts monthly business analysis meetings with regional managers.
Since important indicators need to be viewed in these meetings, a dedicated meeting board is needed.
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The data is submitted to specialized information department for analysis.
| The sales personnel conduct their own analysis.
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Other advantages:
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Type B Small Group Meeting
Group meetings, for example, weekly team meetings, typically involve reviewing the task of the previous week and planning for the next week.
Fixed work content needs to be reported every week.
Due to the limitations of work content, few base tables related to the work content exist, while much self-service analysis content is derived from these base tables.
The created templates can not only be used for team meetings but also for supervisor oversight and self-monitoring in daily work. For example, a red highlight alert can be added for customer follow-up dates.
As the operation manager in Xiaoshu company, manager Liu is in charge of a team with members handling different business. The team members need to report their work progress and achievements every week.
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Other advantages:
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Type C Critical Issue Meeting
These meetings typically focus on temporary, emergent, and time-limited issues that require immediate analysis and discussion.
The root causes of the issues are uncertain, necessitating in-depth investigation.
The resolution of the issues may require coordination across multiple teams.
The sales department leader has noticed a recent decline in the number of customers and hopes to conduct a critical issue meeting within the next two days to discuss corresponding measures. Responsibility for this matter has been assigned to Tom from the business team.
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