Synaps BI Intelligence Assessment
What does your business already know?
Connect a small number of business systems and discover the insight hidden between them. You receive a written Business Intelligence Report, whether or not you take it further.
- No application changes required
- Scope agreed in writing first
- Read access only for the agreed questions
- A report you keep
Book your assessment
Tell us which systems you run and what you would most like to be able to ask.
1. Systems we can explore
CRM, finance, Microsoft 365, cloud communications, service desk and other line-of-business platforms where suitable integration exists.
2. Questions we can investigate
Which customers are at risk, where revenue is changing, which accounts have unresolved problems, and where teams repeat manual work between systems.
3. What you receive
A Business Intelligence Report setting out what was analysed, what it revealed and a practical roadmap for what to do next.
Example insight
Inside the Business Intelligence Report
Business Intelligence Report · Example scenario
SynapsBusiness Intelligence Report
Prepared for a 100-user services businessSection 01
Connected systems
Which platforms were analysed and what each contributed.
Section 02
Information silos
Where important information is fragmented across applications.
Section 03
Business insights
Relationships that are difficult to see from any single system.
Section 04
Customer risks
Accounts showing renewal, service or engagement warning signs.
Section 05
Commercial opportunities
Cross-sell, renewal and sales signals sitting between systems.
Section 06
Operational inefficiencies
Processes carrying unnecessary manual activity.
Section 07
Automation opportunities
Work suitable for workflow or AI automation.
Section 08
Management intelligence
Questions that could be answered automatically from now on.
Section 09
Recommended roadmap
A practical order of work, with the cost and effort called out.
What happens next
A low-risk way to prove the value
- 1Select the systems worth exploring
- 2Agree scope, access and the questions that matter
- 3Connect the agreed data sources
- 4Analyse the relationships between them
- 5Produce the insight and automation findings
- 6Present the Business Intelligence Report