Surrounded by data, with no easy way to get value from it. That’s the dilemma of the financial analyst. By some estimates, analysts waste half their time on data prep instead of financial analysis to derive business insights. To solve this problem, businesses need to knock down their silos and give analysts the power to choose their data sources, define their own calculations and conduct data analysis using the tools they prefer. But to do that, they first need to understand the challenges they face at every step in the data-insight lifecycle, and the best practices that drive a truly effective data-access solution.

In this white paper, you’ll learn:

The causes of the data-insight dilemma

The 5 phases of the data-insight lifecycle

Best practices for breaking through the barriers to data collection and data analysis

How to recognize effective silobreaking data insight solutions

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No more data prepping, merging, filtering, or copying and pasting. Turn data analysis in your Google Sheets and Excel spreadsheets into actionable business insights quickly using Kloudio. 

Connect to Salesforce, Oracle Financials or other

popular SaaS applications

Integrate with MySQL, Snowflake, or a dozen other

databases and ETLs

No custom coding needed

Sync data from multiple SaaS applications and databases into Google Sheets or Excel spreadsheets

Create the perfect report for data analysis in your spreadsheets

One time, 5-minute setup for the perfect report

Drag and drop, no SQL queries required

Build a Supersheet with custom formulas that stay in

sync with underlying data

Schedule report refresh by minute, hour, day with email notification

Pull in and analyze data from other reports in a unified spreadsheet

Perform time-series analysis across data snapshots

Collaborate across teams with sharedSupersheets

Share with your company via Slack, email, or shareable

link

Store via Sharepoint, Box, or Dropbox

Publish to Powerpoint or Google Sheets

Perform time-series analysis across data snapshots

Visualize via Tableau, Looker, Microstrategy and other

tools

Add analyzed data into pre-formatted spreadsheet templates

Validate data and sync to source systems

Use for data migration, budgeting, or any other

specialized data processing project​

Usage Analytics

See how often and in what ways different users are

using Kloudio. View workflows and time savings

Detailed Audit Trails

Track who, what, when, and where every action takes

place. Logs are easily searchable and exportable by

account admins

Deploy Kloudio on-premises behind your firewall or in

our secure, reliable cloud

Integrate with any identity provider like G-Suite,

OpenID, Okta, or Microsoft to enable SSO

Define entity relationships and fine-grain access

controls at database and row level with KloudML

Customize departmental reports and assign tasks and workflows to individuals. Create global templates and

share reports with relevant teams

Nothing is more important than data security. Kloudio is

GDPR, SOC 2, and HIPAA compliant. We’ve also passed

industry leading vulnerability detection tests such as

AlertLogic and have passed the security and query

performance tests of multiple Fortune 500 firms.

Kloudio adheres to a strict set of security policies and

internal access controls designed to ensure that both

customer data and internal assets are secure and limited to

only their intended use.

Internal Access Controls

Access to Kloudio production servers are restricted

and handled on an individual basis. No third party code

is ever deployed on our production servers.

Monitoring and Auditing

Kloudio follows strict internal auditing/monitoring procedures and any actions in our system are recorded

in detailed access logs. All code changes and updates

to our production environment are reviewed for

security issues before release.

CWE and OWASP

Kloudio utilizes third party code analysis in order to

ensure that CWE and OWASP guidelines and methodologies are followed by our engineers.

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