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Business Intelligence

Get real-time insights into your EHS performance with Pro-Sapien's EHS Business Intelligence module for SharePoint & Office 365


Configured dashboards
Create your own reports
Set and drill into KPIs
Integrate with Excel & Power BI
Pro-Sapien's Safety Software is a SharePoint Add-In

Business Intelligence capabilities are implemented in all Pro-Sapien EHS systems for you to get useful information out of your data. 

We believe that capturing the data is only half the story; it's what you do with it that counts. By utilizing leading technologies, our software makes reporting on performance easier for EHS professionals who are (self-professed!) not Business Intelligence (BI) experts.

As a client, you will configure your Key Performance Indicators and other pertinent metrics with us during implementation so that what you and your users are seeing makes sense. Our BI 'module' includes Dashboards and Reports, and its powerful capabilities are a frequently cited reason for choosing Pro-Sapien.

Business Intelligence/Reporting
Make sense of your data with real-time dashboards, configured with KPIs that are meaningful to your business. You can also build your own reports using familiar, optimized technologies such as Excel and Power BI. Learn more here or see it in action with the demo.
 One Data Warehouse

The entire EHS system that you implement from Pro-Sapien is underpinned by its own data warehouse. This will be on either your SharePoint or Office 365 servers, depending on what you are currently using for other processes.

The data warehouse is where calculations can take place in order to populate your configured dashboards and reports with data from every single module of ours that you have implemented; in other words, you can analyze every piece of information handled by the system – as high level or as granular as you would like.

 Configured real-time dashboards

There can be various dashboards within your EHS system. These can of course be delivered out-of-the-box, but in our experience, clients will always get more value from dashboards that have been configured to deliver your unique KPIs and metrics.

We work with key stakeholders from your company during implementation to map out exactly what you want to get from your BI dashboards. What’s more, the system will use security groups to determine which dashboard should be delivered to which user, so that the Site Manager in Houston will see something different to the VP of EHS in Toronto.

Our dashboards are interactive, meaning you can easily drill down into your data to find the information you’re looking for. For example, if the KPI for Overdue Actions is Red, you can click the chart to see a list of the overdue actions behind the metric.

 Build and publish your own reports

We strive to make our clients as self-sufficient as they would like to be. Part of this is giving you and your users the ability to create your own reports on an ad-hoc basis.

Leverage the investment your company (and staff) have made in Microsoft by utilizing reporting tools you already have, such as Excel or Power BI. We establish a live link between our system and Excel, so that reports can be created in real-time. The same goes for Power BI, which is an Office 365 tool with an incredibly user-friendly drag and drop interface.

What’s more, you can publish your self-service, real-time reports to colleagues throughout the business with a click of a button. No more clunky attachments to emails getting lost in translation.

 Automated notifications

You won’t just want to see your KPIs whenever you log into the system – if a certain count or calculation goes over a certain amount (set by you), automated notifications mean you’ll be in the know straight away. For example, if there are more outstanding hazard observations than your goal, the relevant people will get an email requesting action.

 Easily export information from the system

We understand that sometimes, nothing beats a hard copy. Our clients can export dashboards and reports into numerous formats such as PDF, Word and PowerPoint – and these can be automatically shared with users weekly, monthly or quarterly.

You may also have the requirement to export information into mandated formats by regulators such as OSHA, which is something that our system supports.

 Integrate with 3rd party systems

Do you use something other than Microsoft programs to analyze your data? No problem – during implementation we can set up integration with third party systems, such as Tableau, to maintain the status quo.

user-friendly system that works your way

EHS Business Intelligence Dashboard

Our software takes on the look and feel of your existing SharePoint portal that users already know - minimizing training and encouraging adoption.


No need to issue new logins to users, as our software is accessed with existing SharePoint credentials (and supports single sign-on).


We spend time onsite with every client prior to implementation configuring the system to make sure it matches your processes and works the way you do.

Features & Benefits

Microsoft Integration

Seamless integration with the programs you already rely on (Excel, Outlook, Word, etc.)

Configurable, Flexible

Configurable forms, workflows, and metrics for a system that actually makes sense

User Friendly

User-friendly and familiar interface of Microsoft - little training required

Mobile Forms

Allow workers to report observations when out on the field

Central Action Manager

Set, track and manage all from SharePoint

Dashboards & Reports

Powerful but easy-to-use KPI dashboards and self-service reports

Flat Rate Licensing

Cost-effective licensing model - we don't count users or modules!

On-premise or Cloud

On-premise or on the Cloud with Office 365 - whichever suits you best

Single Sign On

Enable Single Sign On (SSO) with Microsoft credentials for easy, secure access

Watch the demo

Get started by watching our demo recording.  Fill in our form and we'll send you a link to watch the video online. Or you can contact a member of our team here.

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Trusted by clients in a range of industries

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