Optimizer * – ProfitStars’ financial performance suite portal

ProfitStars Optimizer is a flexible, comprehensive portal application designed and created for the ProfitStars Performance Suite, bringing top ProfitStars solutions together and offering centralized convenience for banks. CEOs, financial analysts, sales managers, and other financial personnel can now interact with solutions seamlessly to monitor, analyze, plan, and execute business processes and make better decisions, faster.

ProfitStars Optimizer powerfully connects information to improve reporting and analysis capabilities, drive profitability, and provide insight into solving business problems. The system arms decision-makers with information utilizing industry best practices for delivering key business indicators and metrics.

Less time spent collecting data = more time to make decisions and drive profitability

ProfitStars Optimizer is powered by SharePoint® technology from Microsoft® and ProfitStars’ BI Navigator® analytic application platform. It accommodates data sources from different ProfitStars’ performance systems and platforms. This flexible toolset allows business users to access domain-focused information that include interactive objects such as dashboards, collaborative tools, reports, and analytics needed to gain instant insight into key business indicators. ProfitStars Optimizer also provides users with easy access to the ProfitStars Performance Suite to do deep analysis, planning, and budgeting. This collaborative tool enables users to effectively execute the organization’s business strategy.

ProfitStars Optimizer is delivered as part of a suite of ProfitStars performance products. With pre-built dashboards monitoring your organizations’ Loan Mix, Deposit Mix, Income, Share of Wallet, Average Household Profitability, Service Quality, Concentration of Profit, Client Profitability, Officer Performance, New Volume Summary, New Loan Volume, and New Deposit Volume, you can make better decisions to drive profitability for your organization. For further detail, users can instantly link an insight to quickly change the context and format of the data view with ease. Or launch from the portal into one of the following products to analyze, plan, and budget:

ProfitStars Performance Suite 

• PROFITstar® Budget – Ideal for banks in need of a comprehensive (yet flexible) budgeting, forecasting, and financial reporting system.
• PROFITability® – A cost accounting analysis system that supports organizational and product profitability analysis.
• Margin Maximizer – A loan and deposit pricing tool that helps banks maximize income by reaching and expanding their core customer bases.
• Relationship Profitability Management – An enterprise-wide profitability solution that enables banks to generate and manage profitability information in a totally integrated, automated operating environment.
• Synapsys – A sales force automation solution that enables banks to develop highly effective marketing and cross-selling campaigns, and to track the results automatically.
• Optimizer – The Performance Suite portal that allows banks to interact with solutions seamlessly to monitor, analyze, plan, and execute business processes.

With ProfitStars Optimizer, your bank can also bundle its own suite of ProfitStars products to solve specific business problems.

ProfitStars Performance bundles

• Budgeting Bundle – includes PROFITstar Budget, PROFITability, and Optimizer.
• Profitability Bundle – includes PROFITstar Budget, PROFITability, Relationship Profitability Management, and Optimizer.
• Pricing Bundle – includes Margin Maximizer, Relationship Profitability Management, and Optimizer.
• Customer Relationship Management Bundle – includes Synapsys, Relationship Profitability Management, and Optimizer.

Monitor performance with modern dashboards
You can leverage best practice visualizations and Key Performance Indicators (KPIs) through ProfitStars Optimizer’s Modern Dashboard Technology. The performance dashboard collects information from the Performance Suite to display it together in one view while allowing the user to drill down for more detailed explanations. Make better decisions by setting operational goals within the tool and monitoring performance with trends and alerts. ProfitStars Optimizer’s dashboards use industry best practices by turning data into useful information that is easy to understand. Each dashboard is a grouping of key performance indicators and metrics that offer consolidated enterprise information and visibility into the logistics of your bank.

Analyze your business with insights
Users can drill down for more detailed information by clicking on KPIs to launch Insights (which are views into multidimensional database structures called cubes). Insights allow users to instantly change the context and format of the data view with ease. Insights can display both a data grid and chart or graph side-by-side, so as the Insight is sliced, diced, and pivoted, the corresponding chart changes simultaneously.

Improve team productivity with easy-to-use collaborative tools
ProfitStars Optimizer connects people with the information and resources they need. Users can easily create workspaces from the dashboards to coordinate calendars, organize documents, and receive important notifications and updates through communication features like announcements, alerts, and more.

Access the ProfitStars Performance Suite through ProfitStars Optimizer’s application launcher
ProfitStars Optimizer allows you to launch applications from within your dashboard. If you need additional detailed information, simply launch one of the ProfitStars Performance Suite tools. It also allows user/group targeting, so you can have a different set of links per user or group.

Manage and track your business by assigning tasks
If you need to assign a task to another person, department, or manager, you can leverage ProfitStars Optimizer’s task functionality to easily manage and track work. Users can even receive and respond to tasks that have been assigned by ProfitStars Optimizer without having to leave Microsoft Office Outlook.

Easily manage documents and reports in ProfitStars Optimizer’s “Report Central”
ProfitStars Optimizer has enhanced document management capabilities, including the option to activate required document checkout before editing, the ability to view revisions to documents and restore to previous versions, and control over document- and item-level security. Store reports from your ProfitStars products and third-party applications in a centralized Web-based solution that can be distributed across your bank through a common portal. ProfitStars Optimizer includes recycle bin functionality for easier content recovery, and improved backup and restoration of your most important documents.

Reduce the complexity of securing business information
Use ProfitStars Optimizer to secure your most important business information. ProfitStars Optimizer provides advanced administrative controls for increasing the security of information resources, while decreasing cost and complexity associated with site provisioning, site management, and support. Take advantage of better controls for site life-cycle management, site memberships and permissions, and storage limits. Set permissions at the document or item level, and site managers, teams, and other workgroups can initiate self-service collaborative workspaces and tasks within these preset parameters. New features enable IT workers to set top-down policies for better content recovery and easier site administration for users, groups, and team workspaces.

Get up to speed quickly
User interface features in ProfitStars Optimizer include enhanced views and menus that simplify navigation of data within your organization. ProfitStars Optimizer integrates your ProfitStars solutions by providing a one-click launch functionality at your fingertips directly from a dashboard. ProfitStars Optimizer is integrated with familiar productivity tools, including programs in Microsoft Office, which makes it easy for users to get up to speed quickly. Users can create workspaces, post and edit documents, and view and update calendars all while working within Microsoft Office system files and programs.