fbpx
Vizlib Collaborate Automation Example

Vizlib Collaborate Automation Example

Collaboration In Qlik Sense 

Vizlib has released their new Collaboration Suite of products and it’s doozy!

You are now able to chat, input manual data and automate forms with workflows, all within the Qlik Sense interface.

The products included in the suite are explained below but here is an idea or a scenario we could possibly share…

Let’s say you find an issue with some data points in your Qlik Sense Financial Application.

Using your Qlik Sense Self-Service your check the rules and still have a question about the performance level.

You open up the Vizlib Chat interface and have a quick chat with the financial manager and the person responsible for the performance.

You check the notes on the issue but there are none so you create a note for your finding.

The note is now on the system with the selections and context as per your finding so you can copy the link to the notes.

Since you have a clear understanding of the issue now you can create an action plan accordingly.

You open up the Vizlib action plan form and start to fill it out.

You select the people you wish to include and action accordingly with their respective deadlines but when you select regulatory issues as a category you realise that there is now a workflow that will be required for your action to be approved.

You complete the full action template and publish it.

The workflow kicks off and your finance manager gets a notification. She is already aware of the issue as you had a chat about it so she ads her comments and approves the action.

Everybody on the action is now notified of the action. They can open the action, find the context, link to your notes.

Since this is a regulatory category action the system automatically creates a project and writes all the context within your project management system using the REST API capability and notifies your projects team about the newly created project.

You will now see the project on your project management Qlik Sense application where you and your team can now manually update the project directly out of Qlik Sense using the Vizlib Writeback table solution of the collaboration suite.

You may have your Vizlib Gantt chart showing all the deliverables, people, durations, dependencies etc…. the Vizlib Gantt chart is a separate library though but you get the point.

So What have you done from your desk?

  • Identified a challenge
  • Reviewed the context rules
  • Had a chat and understood the context and performance impact
  • Created a note on the finance app for the finance team
  • Created an action plan which kicked off an approval workflow
  • The workflow was approved by the designated person
  • The action plan was published and all parties notified
  • The action plan was created as a project for management by the projects team as it qualified for a project
  • The project is monitored by Qlik Sense
  • Feedback and project updates are directly input to the project view via Vizlib Writeback table manual data entry capability

What examples do you have?
Let’s set up a solutioning session to discuss?

Vizlib Collaboration Suite

Vizlib Collaboration Suite

Vizlib Collaborate Products

 

Vizlib Writeback Table:

It’s a little like spreadsheets in Qlik Sense, but a lot more powerful, as it lets you correct your data, insert new information, adjust numbers and create new data segmentation.

Integrated Approval Workflows

Create your own custom workflows to automate business processes in Qlik Sense.

Vizlib Input form

  • Vizlib Input Form lets you capture user input and enter new data points into your published Qlik Sense apps. And connecting to endpoints using REST, the Vizlib Input Form can send dynamic data to almost any business tool—from another system, like your CRM, to email or Slack or an output file (like .csv or .qvf).
  • Think questionnaires, customer feedback surveys, order forms or anything else that requires outside input.
  • Choose from a wide range of input fields to capture the information you need, including dropdowns, text fields, sliders, ratings, date-pickers, flags and more.
  • Update multiple Qlik Sense variables on the fly to quickly explore various what-if scenarios and fine-tune your prediction models directly in your dashboard.

Vizlib Teamwork

  • Users can easily kick-off discussions right in their dashboards, call attention to interesting data points with contextualised comments and share their view of data with other people on the team. With in-context communication and real-time conversations inside your dashboards, teams can ask and answer questions in minutes, saving time and making better decisions.

Vizlib Server

  • Online & On-Premise enabled