Guided Analytics takes Self-Service BI to the next level

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In the same way Sir Edmund Hillary needed his Sherpa Tenzing to climb Mount Everest your business users need a guide to help them understand and act on the business data you provide.

That’s where CALUMO’s Guided Analytics really shines.

It’s not practical to assign an analyst to every business user to make sure they don’t get confused and fall down into a chasm of uncertainty or inaction. Thousands of users have already discovered that Guided Analytics from CALUMO is even better than an Analyst in your pocket.

Guided Analytics

Guided Analytics: Self-Service BI as it was always meant to be

Self-Service BI has evolved to the proposition that Business users can be presented with a sea of corporate data and somehow self-service themselves to success. CALUMO redefines Self-Service BI with Guided Analytics providing not just questions but answers and root causes. Guided Analytics takes Self-Service BI to the next level.

When a CALUMO user sees an interesting trend or indicator on a dashboard or report, they can simply point-and-click it to go to the next layer of analysis. Deeper analysis is available as the user follows their “analytical thread” moving effortlessly from one report to the next. This is not simply more rows on a report – it is a connected set of deeper analysis where each new level of analysis has knowledge of the one that preceded it. 

“Hi, I’m new.  Anyone know how we analyse and look at stuff around here?”


Penny has just arrived in her new department. She’s the new Manager. She sits with Paul, a management accountant, for 10 minutes to get a landscape view of the department with some reports from CALUMO. When she has questions she points, clicks and finds related analyses. Every time she needs to know more, she just points and clicks even down to a handful of G/L transactions in just 5 natural clicks.

After 5 minutes, she lets Paul get back to work, she already knows how to navigate the web and she can see immediately how the business listens and responds to the data feeding back through it. Penny is benefiting from, and can now build upon, the work of the managers that preceded her (who have been promoted) and the Finance and IT analysts that worked with them over the past 5 years. With Guided Analytics the bumbling new guy doesn’t get to bumble for long.

Good bye key man risk, Hello IP protection

“Can’t find the spreadsheet and Carlos left last year – we’re in deep trouble…”.  We’ve all been there. Analysts in Finance and IT become utterly irreplaceable. They know how to work broken systems and save the day a with spreadsheet. Then they leave and their peers, colleagues and managers are left trying to piece together which spreadsheet where and which process ran when. When Carlos, or Carlotta leave, the analytical IP they represent walks right out the door with them.

CALUMO is uniquely designed to make creating effective Guided Analytics easy. When your Finance and IT analysts are producing Guided Analytics paths, the time they are spending now will never be lost, even if “they don’t work here anymore”.



  • Fast authoring by non-technical users.
  • Available on any device.
  • Easy to use with only web browsing skills required.
  • Easily incorporated into other applications (SharePoint,


  • Save days, weeks and months while dramatically improving user satisfaction.
  • No more dumping 1,000’s of transactions and and massaging in the hope of finding answers.
  • No more waiting for IT or Finance to produce special analysis.
  • More evidence-based and less gut feel.
  • Faster response times.
  • More engaged users.
  • The analytical know-how of your business is protected.

1. Save significant time for finance people.

2. Remove key man risk. Report should not be dependent on 1 or 2 people.

3. Self-service BI – business users access their reports and can answer questions themselves.

1. Built and run by Finance People.

2. Dramatically reduce the time and cost involved in the budget process.

3. Significantly increase accuracy. Remove the risk of human error involved in manual data handling.

1. Instant access for Instant visibility.

2. Analyze with ease.

3. Built for finance people and business analysts.

1. Reforecast at a moment’s notice.

2. Remove the constraint of financial year end for decision making.

3. Decrease time required for the budget process.

1. Get answers Instantly, save hours of efforts.

2. Reduce spend on audit fees.

3. Reduce Finance’s investigation time.

1. Access all your data. Make decisions now.

2. Access to your data at any time

3. Don’t wait for other people for information

1. Save days, weeks and months while dramatically improving user satisfaction

2. No more dumping 1,000’s of transactions and massaging in the hope of finding answers.

3. No more waiting for IT or Finance to produce special analysis

1. Get answers Instantly, save hours.

2. Reduce spend on audit fees.

3. Reduce Finance’s investigation time.

1. Dynamic, live and interactive.

2. Month-end is complete when the last journal is posted.

3. No more printing required.

1. Professional and really good looking

2. Use data from any source

3. Always have the very latest data

1. No bottlenecks. You are not dependent on other people.

2. Build Reports with speed and ease

3. Use your existing knowledge of Excel for fast report building

1. Keep Excel as your report authoring tool

2. Remove the excess workbooks you don’t need with Excel

3. Convert Excel sheets to dynamic web pages

1. Fast report building – Finance people and Business Analysts can build and share reports in minutes.

2. Self Service BI i.e. no reliance on IT to produce reports.

3. Trusted and enterprise grade database.

Web Users have read and write (reporting, budgeting and forecasting) access to all CALUMO Web Portal content.
Office Connected Users have access to CALUMO Office integration with Microsoft Excel, Word and PowerPoint.
CALUMO Private Cloud Server Subscription