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The IT training team recently launched their new IT training intranet site. On the site you will find useful materials, information on how to request assistance and useful IT top tips to help you work effectively. Lisa Henwood, Senior Technology Trainer, highlights three tips she thinks are particularly handy. Click on each one to learn more. Getting the most out of your technology
Client need: Instant access to their Management Information (MI) data to replace manually sending Excel reports by email
What we did:
What difference has this made?
In ClydeScope we created a template site under the Newton branding. Details of the Clyde & Co client team are included on the landing page along with links to useful information. The Client Operations team built a bespoke MI report in Power BI which we embedded into the site under the name Searchlight, ensuring that the Power BI security group matched the registered users of the site. The client now has instant access to their MI data and can clearly see when the report was last updated. We can use the template site to replicate this for other clients, as and when required.
“ClydeScope allows us to seamlessly and securely present dashboard content to clients without having to re-engineer complex security mechanisms for each client. It then becomes a simple task of scheduling a refresh of the dashboard data to update it. Allowing clients to have a single place to access dashboard data and upload or access files in one place is of great benefit and makes life simpler for all concerned”
to send later 1
How to schedule messages
– Mark Wheeler, Senior Manager Data Engineering
How to quickly and efficiently go through unread messages 2
quickly in Teams 3
How to send a message
To find out more about ClydeScope including use cases, key features and pricing visit ClydeConnected or reach out to the team at UK.Clydescope.Support@clydeco.com.
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