Insights Clinics Recap: Driving Clarity and Confidence with Essentials and Pro

In May, we ran a series of customer webinars called Insights Clinics to explain in more detail the value now available with the new upgraded Insights solution. Whether you're just getting started with Insights Essentials or exploring the added value of Insights Pro, we recommend watching these sessions on demand.

Getting to Know Insights Essentials

Run as a two-part series, Kevin Kamau, Senior Product Manager for Basware Data Products, demoed the full suite of Insight Essentials Dashboards.

Session 1: Introduction to Essentials

In session 1,  Kevin focused on explaining how to navigate the Insights interface and delving into the advanced reporting capabilities available in the data discovery tab. If you are an organization that heavily uses custom reports, this is a great session to understand how we've evolved reporting to give you more flexibility and control.

 What we covered:

  •  Introduction to the Essentials Insights interface
  •  Performance Dashboard Themes
  •  Data Discovery Introduction
  •  API Discussion

 📺 Watch Session 1

 Session 2: Interpreting and Acting on the Data

In this follow-up session, Kevin explored how to use Essentials to spot issues, track trends, and start optimizing processes. 

 Topics included:

  • Data Source & Quality
  • Matching Insights
  • Process Insights
  • Spend Insights

 📺 Watch Session 2

 Unleash the Power of Insights Pro

We wrapped up the series with a session focused on Insights Pro, our most advanced analytics offering. This session showcased how Pro helps finance leaders go deeper with predictive insights, cross-entity benchmarking, and AI-powered recommendations.

 📺 Watch the Pro session

What’s Next?

Thank you to everyone who joined the sessions, your feedback plays a key role in shaping how we deliver value. If you missed them or want to explore further, now’s the perfect time to catch up on the recordings, share them with your team, and take the next step in your analytics journey.

Looking ahead, we’ll soon be launching a new Basware Insights training course, complete with an official certificate upon completion. Keep an eye out for the announcement. In the meantime, you can dive into our Training Hub, where you’ll find a video library covering each individual dashboard.

 

Senior Manager, Marketing Rob is a dedicated customer experience professional, leading the customer communication and event strategy at Basware. Drawing from insights within the customer base, he is focused on delivering engagements that elevate the customer experience and solidify Basware as a trusted partner.
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