Jeeves Business Intelligence is for distribution, manufacturing and service companies that want to take their analysis and decision-making capabilities to the next level. Whether it’s an internal desire to more closely monitor critical KPIs, or external drivers challenging you to ask difficult questions, Jeeves BI is the answer.

Jeeves BI is powered by QlikView’s in-memory associative search technology, which allows users to freely explore information from multiple sources and analyze large volumes of historical data. Unlike other reporting and BI solutions, Jeeves BI doesn’t confine you to a predefined path of questions. With Jeeves BI, you can perform multi-dimensional analyses that allow you to freely ask the next question—the question you never even knew you had. What’s more, Jeeves BI can be implemented quickly and cost-effectively. No data warehouse required!


  • Quickly gain access to pre-built reports and dashboards that you can easily modify to suit the needs of your users.
  • Perform multi-dimensional analyses that allow you to freely ask the next question—the question you never even knew you had.
  • Make new discoveries about your business with access to the historical and transactional data in your Jeeves ERP system.
  • More easily report on data from outside systems and sources.
  • Better monitor your business’s key performance indicators.



Jeeves BI comes with a predefined Jeeves ERP system data model, with ready-to-use reports and dashboards that give you an instant overview of the business, and the ability to drill down to the next level of data. These dashboards can be easily changed to align with your specific business processes and KPIs.


Jeeves BI aggregates transaction data that is not readily available in the standard ERP system or reporting. The transactional data hidden in your business system can often lead to new discoveries, including where your problems lie and what you might be capable of achieving.


Questions and filtering is performed easily with the clickable user interface. No expensive training is required to get started. Users intuitively know where to click to get answers to the next question.


Jeeves BI data can be automatically exported to Excel for further manipulation and sharing.


Many reporting tools will aggregate data to a point that you’re not even sure it’s right. In Jeeves BI, you have the ability to drill down to the transaction level to validate what your analyses is telling you. With confidence in the tool, you can make better and faster decisions.


Jeeves BI’s searchable graphics allow for shorter investigation times. For example, from a single bar chart, you can view invoiced value, gross margin, and the coverage ratio per customer, per customer group, per item, per item category, or per seller. The graph can then be filtered on the dimensions of customer, vendor and warehouse, as well as different time periods or geographies. With access to this level of data, you can look at your company's performance over time for key metrics, including sales growth, payment terms, delivery, and inventory turnover rate, to name a few.


Jeeves BI is an OEM product, powered by QlikView from QlikTech. The solution is designed to get you started quickly and easily with a pre-packaged data model, as well as easily modified reports and dashboards. Should you want to extend your BI solution to integrate data from additional sources and systems, a full QlikView license is necessary.


Jeeves BI is a cost-effective tool for group management, allowing you to compare various companies in the group in the same chart.


  • Compare the the current balance of an account or account group to the previous year, based on rolling periods.

  • Compare sales against cash contribution at the customer level by month. Find out which customers are profitable, what items they buy, as well as what products have potential, and which one should be phased out.

  • View a line graph of the sum of cash, accounts payable, and accounts receivable on a weekly basis, giving you an immediate liquidity forecast.

  • View turnover against credit at the customer level, showing you customers with a high cost of credit.

  • Expose bottlenecks by looking at the number of late receipts to the warehouse, from production, or from purchasing, by location, group or item.

  • View bar graphs of inventory levels and inventory value per item, item group, or warehouse on a monthly basis, and see how capital formation varies over time.

  • Watch supplier delivery precision over time, and set up mechanisms for when it’s time to renegotiate the terms of delivery.

Take your analysis and decision-making to the next level



Your customers are interacting continuously with multiple people and departments within your organization, from your sales and marketing team to service and repair technicians and engineers. The Jeeves CRM module will help you track and manage these interactions, while giving you a complete view of your customer experience.
Whether you are a to-order, to-stock, process, or mixed mode manufacturer, Jeeves delivers robust functionality for the process and discrete manufacturing environment, from raw materials and production prep, to shop floor reporting and attendance, as well as all types of planning and scheduling.
With the ability to support multiple warehouses, multiple currencies, multiple languages, and even multi-site customers and suppliers, Jeeves is optimized to support manufacturers and distributors of every configuration. The supply chain management module is designed to give you complete visibility of (and seamless collaboration with) your supply chain. You can extend the toolset with the warehouse management, transportation management, and EDI functionality of our technology partners.  
The Jeeves ERP solution features a complete financial management toolset that will help you manage traditional accounting and reporting, as well as mitigate the increasingly complex challenges of doing business across multiple geographies and currencies. This module is completely integrated with all other modules (e.g., manufacturing, projects) and sub-ledgers, and has full support for International Financial Reporting Standards (IFRS) and GAAP compliance.
ERP Sales and Customer Service
Whether your goals are to find new clients, or service your existing customers, Jeeves ERP includes fully integrated CRM functionality, plus a range of order fulfillment tools that will give your customer service reps the data they need to set realistic expectations around pricing, lead times, and deliveries. You can extend this module with the product configurator in order to assist customers with configuring order-unique products. With a 360-degree view of the business, your customer-facing team will be able to keep customers happy and provide more accurate revenue forecasts.