If you need to know who did what and when on the AXLR8 system, you can refer to the comprehensive audit data that is recorded as your users work.
This article from our public sector website demonstrates an example from workflow in a business area with very strict compliance compliance requirements. There are examples from our finance clients, as you can imagine.
However, the monitoring is mostly used not for compliance or establishing who was responsible for a change or for “Big Brother” staff monitoring. It is mostly used on a day-to-day basis for training and occasionally for diagnostics.
Audit trail data is also used for KPIs examples we have put into AXLR8 Reports (also spreadsheets, pivot tables and Power BI models) recently, include:
- recruitment applicant tracking progress (time in different job application stages from application to interview, to hiring, etc. for ARs.)
- sales KPIs – client contact activity rates, proposal and client follow ups, etc.
Also, don’t forget that AXLR8 MessageStore provides a comprehensive audit trail of all emails about a client or that are attached to a specific proposal.
Please let us know if there are audit data you need and your AXLR8 consultant will assist you to find an existing report or create a new report using AXLR8 RB.