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The decision-making platform for the new generation of fiduciary

Leading Swiss Fiduciaries use SMART for Fiduciary to drive their business, support their strategy and support their digital transformation.
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Customer Testimonials

They have sometimes taken risks and enabled us to achieve what others thought impossible.

We have been working with the Integraal Solutions team for many years, and we particularly appreciate their responsiveness and availability.
The SMART for Real Estate decision-making platform, which deployed early 2021, gives us a better analytical vision of our business.
With the help of the Integraal Solutions team, who are always ready to listen to our needs, we can create and consult dashboards quickly and easily. This data makes our day-to-day work much easier and also allows us to provide a better service to our clients and improve our internal controls and monitoring.
Stefanie Sidler Managing Director, Bory & Cie Agence Immobilière SA
We have been working with Integraal Solutions since the beginning of 2020 and I would recommend them to anyone who wants a solid and reliable foundation for creating effective dashboards. They listened to my needs, advised me, created a suitable database and then trained me so that I could use the system independently. To date, I have been able to develop about ten Dashboards and in case of specific questions, they have been very reactive to help me! These dashboards have clearly helped me to improve my monitoring, my internal control and the service we provide to our clients.
Jérôme Chincarini co-CEO, Synergix SA, new generation fiduciary

Finance

Chief Financial Officer | Management Controlling | Staff

SMART for Fiduciary brings a common vision and language to the teams. Whether for the Chief Financial Officer, the Controllers or their operational teams, the indicators are shared and common. A single, agreed understanding to support strategy and organisational transformation: this is the challenge of a global management platform. The applications are ready to use, dynamic, interactive and enable the famous next question to be answered. Self BI’ comes into its own and allows teams to create their own applications, visuals and analyses while taking advantage of the countless possibilities of ‘story-telling’. It is about giving teams the necessary autonomy, while relying on quality and available data.

Operations

Operations Managers

SMART for Fiduciary brings a common vision and language to the teams. For both ‘Operations Managers’ and their operational teams, the indicators are shared and common. A single, agreed understanding to support strategy and organisational transformation: that is the challenge of a global management platform. The available applications are ready to use, dynamic, interactive and allow the famous next question to be answered. Self BI’ comes into its own and allows teams to create their own applications, visuals and analyses while taking advantage of the countless possibilities of ‘story-telling’. It is about giving teams the necessary autonomy, while relying on quality and available data.

Gouvernance & IT

Chief Data Officer | Data Manager | Data Steward | Data & BI Teams

SMART for Fiduciary brings a common vision and language to the teams. Whether it is the Chief Data Officer, Data Manager, Data Steward, Data & BI Team or IT team, the metrics are shared and common. SMART manages the acquisition, processing and cleaning of reference data. A generic Data-HUB designed to manage in an industrial way the global data of the organisation: description of the organisational structure, description of customers and commercial relationships, description of positions, description of transactions and finally description of accounting and analytical movements. SMART provides an industrialisation of the way of doing things and reusable components to constantly improve the user experience: meeting the needs of the business while guaranteeing security, traceability and, above all, the consistency and quality of the data.

SMART for Fiduciary

Transform the way data drives your business

Data is everywhere and the biggest challenge is the quality of the data. The field of property management is complex and requires being proactive, efficient and pragmatic.

100 %

of business users need quality data in their decision-making processes

The quality of the data is essential

The quality of the data is essential and it must be admitted that not everything is perfect. Data is the result of our business processes: it highlights our strengths and weaknesses. We should not expect data to be perfect, it probably never will be; however, we should pay particular attention to key data that have a strong impact on the organisation. A data culture cannot be improvised, it is built over time and requires a strong impetus from the management teams.

2 Weeks

Fiduciaries significantly reduce the time required to implement a BI platform by using SMART solutions

Do not reinvent the wheel and build on the best of technology

You have to admit your mistakes and not be afraid to rethink your foundations. SMART has not escaped this rule, which is why we are constantly evolving our solutions. The 2021 edition, the second major release of our solution, is based on the best technological components on the market and allows for the rapid deployment of pragmatic solutions. We are convinced that the technology exists; it is necessary to use it to create real business solutions.

87 %

of operational teams say they are able to produce the right results on time

A global, common and consistent view of key data

Accessibility to data is a real issue. Users are constantly being asked to produce new reports and to contribute their expertise and know-how. They must be able to produce analyses on reliable, secure and compliant data. Nothing is worse than producing results that are questioned by a sceptical audience. A global and common repository considerably reduces this risk: each consumer actively participates in increasing the quality of his or her data and thus of the whole community.

67 %

of those who use storytelling say they are able to back up their statements with factual information

Technology at the service of users

The storytelling functions allow you to support your words with tangible visuals and factual data. When you rely on facts, it is much easier to achieve your objectives. Trust and agreed-upon facts are the key to audience acceptance. The use of dynamic applications, coupled with powerful storytelling features, can instantly answer the famous question that would probably have embarrassed us with a simple static report.

OUR STANDARD APPLICATIONS

A decision-making platform to make your life easier

Finance Time-Sheets Employees

Finance

A detailed analysis of the accounting movements for each company and for your own SME. An integrated model allows you to define your own analytical chart of accounts.

  • Accounting movements (customers, suppliers, internal, bank)
  • Analytical movements (budgets)
  • Position of bank accounts
  • Clients
  • Suppliers
  • Bank accounts
  • General Ledger
  • Standard charts of accounts

Time-Sheets

Good visibility into the activity of operational teams supports the transformation of your organisation. Data is factual and accessible to the right people at the right time

  • Activity Reports | Harvest Software
  • Mandates
  • Clients
  • Budget by mandate

Employees

Good visibility of operational teams supports the transformation of your organisation. Data is factual and accessible to the right people at the right time

  • Secure data
  • A global vision of the teams
  • Integration of charges & fees
  • Cost accounting
  • Management of activity reports

Finance

A detailed analysis of the accounting movements for each company and for your own SME. An integrated model allows you to define your own analytical chart of accounts.

  • Accounting movements (customers, suppliers, internal, bank)
  • Analytical movements (budgets)
  • Position of bank accounts
  • Clients
  • Suppliers
  • Bank accounts
  • General Ledger
  • Standard charts of accounts

Time-Sheets

Good visibility into the activity of operational teams supports the transformation of your organisation. Data is factual and accessible to the right people at the right time

  • Activity Reports | Harvest Software
  • Mandates
  • Clients
  • Budget by mandate

Employees

Good visibility of operational teams supports the transformation of your organisation. Data is factual and accessible to the right people at the right time

  • Secure data
  • A global vision of the teams
  • Integration of charges & fees
  • Cost accounting
  • Management of activity reports
Decision

Fiduciary Architecture

Data-HUB Fiduciary

Data-HUB Fiduciary

A scalable Staging and Data Warehouse, designed for the business needs of fiduciaries.

A generic data model that allows you to quickly have a global data analytics platform. The data comes from your information systems and is integrated into the import area of the HUB and processed automatically to the final data hub. A single, global data model for all fiduciary activities.

  • Generic model
  • Multi-database (DBMS)
  • Existing connectors for Microsoft Navision, Abacus, Abacus RH, Harvest
  • Ad-hoc sources (Data Marts, Excel, flat files, etc.)
  • Industrialisation of data processing (Talend Open Source Edition): security, access rights, historical changes, manual corrections, etc.
  • A notion of Views allows simplified access to data
  • Compliance and data quality rules
  • Alerts and Notifications
Application & Dashboard

Application & Dashboard

Out-of-the-box applications, reference templates and ad-hoc dashboard design tools to facilitate and accelerate adoption.

Starting from scratch is not easy; existing applications allow you to grasp the data and quickly get into an operational context that makes sense. Embedded technology allows you to customise applications and tailor the user experience to your many needs. You are in control and can quickly create your own applications on your own.

  • Model applications available
  • Ability to create and modify your own pages & applications
  • Access to the company’s standard data dictionary (drag&drop)
  • Publication process based on the 4-eye principle (workflow)
  • Independence of the business teams
  • Securing access to data
  • Story-telling, reporting PDF, exports XLS, etc.
  • Based on Qlik Sense technology
Master-Items & Data Dictionary

Master-Items & Data Dictionary

A centralised dictionary of business data, standardised and available to create your applications independently.

KPIs, measures, attributes and other usage data are centralised in a data dictionary designed for the business. The indicators are documented and accessible via an application to find the right information in a few clicks. 
In addition to the standardisation of measures, the data dictionary allows the same language to be spoken: a homogeneous definition, a common understanding and consistent data.

  • Standardisation of indicators and their definition
  • Centralization of business definitions
  • The indicators are dynamic and calculated over time
  • Data Dictionary Application (an application for browsing the dictionary)
  • An intuitive visual interface to browse the data dictionary
Decision

Data Management Fiduciary

Ad-hoc Data sources

Ad-hoc Data sources

Any data source can be integrated into your analytical platform.

From our experience, we know that our customers have not waited for the magic solution and have built many business applications. This data is a real asset and we must be able to capitalise on it. The Framework has been designed to be able to consume this data without questioning its origin.

  • Flexibility of integration
  • Not information redundancy
  • Integration possible at all levels of the platform (Data-HUB, Data-Viz, Analytics)
Cloud Data Market

Cloud Data Market

It is not necessary to systematically go through the Framework to make new data available to the business.

Normalised data accessible in a Cloud Data Market can be directly integrated into a Business Data Lake. The BDL acts as a data concentrator and aggregator and enables the integration of numerous heterogeneous data sources.

  • Cloud Data Market (Data Catalog)
  • External data sources and flows (prices, announcements, markets, etc.)
  • Based on Qlik technology
Data Quality Management

Data Quality Management

The processing of data quality is part of a company strategy. SMART tools allow you to industrialise the controls and the management of quality controls.

A rules engine allows the necessary checks to be carried out throughout the data integration process to guarantee data quality and conformity. The controls cover unit quality, integrity, evolution of indicators over time and a whole set of business rules organised by context.

  • A rule and control engine (Quality Check)
  • All controls are freely accessible and editable
  • The execution of the controls is 100% automated and planned
  • The results of the controls are archived (traceability)
  • Management of alerts (push)
  • Business anomalies are reported to business users’ applications
  • Over 700 existing rules
  • Monitoring dashboards for Data Stewards and Data Managers
Data Foundation Framework

Data Foundation Framework

A Staging and Data-HUB designed for your industry’s data.

A generic data model that allows you to quickly have a global data analytics platform. The data comes from your information systems and is integrated into the import area of the HUB, then processed automatically up to the final data hub. A single, global data model to manage your business data.

  • Generic model
  • 3 integration layers (import, archiving, business data model)
  • Multi database (SQL Server, Oracle, PostgreSQL, DB2, Netezza, etc.)
  • Existing connectors on many ERP systems
  • All types of additional data sources available (Data Marts, Excel, XML, API, flat files, etc.)
  • All processing is open-source (Talend Open Source)
  • The Framework is self-cleaning and can be restarted at any time, even after an error
  • High performance optimisation (DBMS independent)

Start your SMART for Fiduciary project

“A first contact to discover our integrated solution”

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