startWhat is CCH KPI Monitoring?
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What is CCH KPI Monitoring?

CCH KPI Monitoring
Last update: Reading time 3 minutes
OverviewGetting Started

    CCH KPI Monitoring is (BAM) Business Activity Monitoring software that automates redundant, repetitive tasks currently done manually. For accountants who want access to real-time automated business information.

    Every business strives to be as efficient as possible, and this is just as relevant in the competitive world of the accountancy profession, where time is money and clients are demanding more value-added services along with what you would expect from a 'typical' accountant.

    • Do you find yourself dealing with problems that could have been prevented if the right data had been available to you?
    • Do you spend time manually chasing information or asking for updates?
    • Do you need client and practice information 'real-time'?
    • Would you benefit from a 'virtual admin assistant' that monitors your Central databases and automatically alerts you or produces reports when pre-defined conditions are met?

    CCH KPI Monitoring - Monitors your system 24/7, so you don't have to

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    Why CCH KPI Monitoring?

    • Provides actionable insights that help you to make more proactive and better-informed business decisions
    • Minimises risks & identifies issues before they become problems
    • Real-time, relevant information is generated in a variety of formats
    • Software is fully customisable to your practice needs
    • Automates redundant, repetitive manual tasks
    • Allows you more time to spend on attracting new business and servicing existing clients

    CCH KPI Monitoring allows you to set up 'exception' alerts where you are informed (by email, text or WhatsApp) when something has happened or is likely to happen. You can deal with the issue before it becomes a problem.

    Additional functionality allows you to automatically distribute business-critical reports and information, as well as being able to automatically push missing or updated information back into your database

    Whether your team are reminded to post their timesheets, you're made aware of clients exceeding their budget or payment limits, or you're managing key deadlines across the practice, CCH KPI Monitoring monitors your system 24/7 so you don't have to!

    Sample Alerts

    As well as being fully customisable to your needs, CCH KPI Monitoring comes with a predefined list of alerts that can be used by your practice. Examples include:-

    • Missing timesheets
    • New clients this month
    • Clients closed last month
    • Addresses without 1st line of address or postcode
    • Draft bills outstanding
    • Losses over £X for last month
    • WIP over 80% of budget
    • WIP outstanding over £X
    • WIP/Debt more than 90 days and over £X

    New features in version 10

    • Alert on Cloud databases using REST APIs
    • Native SMS alerting
    • Report generation via Microsoft SQL Server Reporting Services
    • A more powerful chart design module
    • A more powerful Visual Basic scripting tool
    • Sending standard forms, charts, reports, and files via Secure FTP (SFTP)
    • An event may be triggered by a combination of data returned from queries and from web APIs
    • An HTML editor has been added to the Email alert message design option

    Customer case studies

    View a customer case study to see how a practice is utilising the efficiencies of CCH KPI Monitoring.

    Webinars

    Boost your accounting practice's growth with Power BI and CCH KPI Monitoring 

    ROI Calculator

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    View the ROI calculator - To see how beneficial CCH KPI Monitoring could be for your practice*

    *Disclaimer: The ROI Calculator is made available on an 'as is' basis without warranty of any kind. To the maximum extent permitted by law, we, other members of our group of companies and third parties connected to us expressly exclude any and all liability to you in connection with your use, inability to use or results from the use of the ROI Calculator. The information and results displayed are estimates of potential costs and/or savings achieved when using our CCH KPI Monitoring software and you understand and agree that actual results may vary.

    Related documents

    KPI Monitoring: Terms and Conditions
    KPI Monitoring: Terms and Conditions
    CCH KPI Monitoring Upgrade v10.6.4
    This document is a guide for IT professionals on upgrading an existing installation of the KPI Monitoring software to the latest version (10.6.4). It outlines the necessary preparations, including checking the current version and backing up databases. The update process includes steps such as downloading the installer, running setup, and confirming the upgrade. It emphasizes the requirement for full administration rights and advises clearing the browser cache post-installation. Users must also obtain a password from support to access the installer. The guide ensures a systematic update and verification of the new version's installation.
    CCH KPI Monitoring : Administration
    The KPI Monitoring Administration document details the functionalities of the KPI Monitoring Administration Module, which enables user access control, alert configurations, SQL Server reporting setup, integration with Exact Synergy, and holiday scheduling. It outlines the roles and user management system, including permissions for creating events and managing data access. The document also explains email, SMS, and report configurations, along with application settings for system diagnostics. Additionally, it covers linked servers for database connections, automated cleanup tasks, and provides guidelines for troubleshooting and technical support resources.
    CCH KPI Monitoring: Generating and Delivering Reports, Forms and Documents
    The document outlines the features and processes for generating and delivering reports, forms, and documents using KPI Monitoring. It details the capabilities of producing scheduled and triggered reports from Crystal Reports and SSRS without requiring installations on the monitoring server. Key points include the setup of report parameters, which types of data sources are compatible, guidelines for report generation and delivery, and methods for email and FTP distribution. It emphasizes the importance of designing triggers for data conditions and highlights the report creation process with examples, ensuring effective automation in business reporting.
    CCH KPI Monitoring : REST API Triggers
    This document outlines the use of the REST API trigger for event monitoring in the KPI Monitoring platform. It provides detailed instructions on creating new applications, defining Web APIs, and setting parameters for API calls, including authorization methods like OAuth 2.0. The guide elaborates on handling JSON and XML responses, filtering results, and combining parameters into a request body. Additionally, it covers advanced JSON use cases and how to utilize SQL for querying data. Overall, it serves as a comprehensive manual for technical users to effectively implement REST APIs within KPI Monitoring.