Supercharge your workflow with zero-click insights from Strategy's HyperIntelligence.
Welcome to Tech Station, SDG Group’s hub for uncovering the latest innovations in data and analytics! In this article, we delve into HyperCard, a key feature of the HyperIntelligence suite. Discover how this innovative tool overlays critical business data directly onto your daily applications, from your CRM to your inbox, enabling faster, more informed decisions without ever switching context.
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In today’s fast-paced work environment, the speed with which you get the information you need to make decisions can often make all the difference.
To address this need, Strategy’s Hyperintelligence suite has a feature called Hypercard that allows you to view important information, easily, quickly, and in the right place.
In this article we will explore this feature, understand why it is critical for business users, and share a few use cases that may inspire you to adopt it.
What is Hypercard?
HyperCard is a dynamic information card that pops up when users hover over specific data points.
This card can display metrics and insights, enabling users to make informed decisions without the need to navigate away from their current task.
What’s its strength? It is the ability to be integrated outside of Strategy.
In fact, Hypercard leverages the information contained in Strategy but operates on the main applications used by business users: the feature is compatible with Web browsers (Edge/Chrome), Email clients (Outlook/Gmail), CRM (e.g., Salesforce), and productivity tools (Teams/Slack).
Hypercard on Salesforce CRM
Hypercard’s main characteristics are:
- Contextual Intelligence: HyperCard uses contextual information to surface data that is relevant to the task at hand. For instance, when a user hovers over a sales assistant’s name in their email, HyperCard can provide immediate insights about their performances such as sales trends, customer appreciation score including historical comparisons.
- Low Effort Implementation: users can create HyperCards without needing extensive technical knowledge. Through a user-friendly interface, they can define the data points to display and the conditions under which the cards will appear. Hypercards are built in Workstation by defining a dataset and drag and dropping components.
- Real-time Data Access: HyperCard connects directly to the organization’s data sources, ensuring that the information presented is up-to-date.
- Ease of Use: Designed for non-technical users, it enables business professionals to utilize it without needing training.
Building Hypercards you must take into account some key points:
- Ensuring Data Quality: the dataset used to build the Hypercard has to be well thought and tested in order to avoid data errors. This is particularly true if you are mixing data from different sources while building for example a summary card.
- Managing Metrics: In a card you can only display metrics without the possibility to analyze them by an attribute. This means that you cannot build a trend analysis as you easily do on a dashboard pulling a time attribute inside a chart. This translates into the need to build metrics that can show the data in the aggregated format you need (i.e. time aggregation such as last quarter, full previous year, quarter to date or filtered values to build a split on specific categories).
- Creating a coordinated layout enhancing UX/UI: Strategy provides enough freedom in layout customization. Be sure to build a coordinated card with your BI look and feel or alternatively a card that integrates seamlessly with the tool for which it is designed.
Why it is essential for Business Users?
All the features listed above easily translate into key benefits for end users:
- Efficiency: Hypercards can greatly reduce the time spent searching for information while saving time and effort
- Easier Decision-Making: Hypercards show key information at the point of need, facilitating evaluations and considerations
How can you take advantage of it?
Hypercards, due to their flexible nature, can cover different use cases in different business departments:
- Sales Operations
This tool can be useful for lead management, showing status, latest interactions, or engagement metrics. In parallel, it also proves effective for customer management by quickly providing information on recent purchases, customer classification, and scores. This enables a personalized approach and can lead to better sales performance.
On the other hand a Hypercard can also be useful to monitor Sales Performance on different organization levels giving quick insights for example on specific sales agents or stores or areas.
- Customer Support Agents
Customer Support often needs quick access to customer data to enhance support capabilities. Hypercard can show important data such as satisfaction scores and previous ticket history along with resolution metrics (time and quality of resolution)
- HR
Hypercard can ease employee management providing a summary of employee performance, career path and progression, training history/training to be completed and objectives.
- Supply Chain
it can enable proactive inventory management and improve operational efficiency through an overview of key supply chain metrics such as stock levels and stockout alerts, lead time to replenishment or sales to inventory ratio.
Conclusion
Strategy Hypercard, as part of the Hyperintelligence suite, offers a new approach to business intelligence that delivers the right information in the right place at the right time, increasing efficiency, fostering a data-driven culture within the organization, and facilitating decision-making.
In an environment where information proliferates, Hyperintelligence enables you to tame complexity and get exactly what you need.
Do you want to accelerate decision-making and bring the right insights, at the right time, directly into your teams' workflow? Contact us for a personalized consultation and discover how the HyperIntelligence suite can transform your data into immediate actions, ensuring operational efficiency, faster decisions, and a real competitive advantage.
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