Performance - 3.1
Creation wizard for strategy maps
In system version 3.1, SoftExpert Performance introduces a wizard for creating strategy maps, which makes them easier to build and manage.
With this feature, it is possible to generate maps in a guided manner from seven predefined templates, with a preview for choosing the most suitable format.
After creation, it is possible to add new items, use more than one template in the same map, and ungroup elements for independent editing.
In this way, the creation and management of strategy maps become more agile, intuitive, and aligned with the needs of the organization.
New graph analysis
SoftExpert Performance brings a completely renewed experience when it comes to creating and managing graph analyses for indicators and objectives in this release.
Now, the entire process will be carried out directly through the Graph analyses widget, available in the Portals, in a simple and intuitive manner.
With just a few clicks, it is possible to create, edit, duplicate, and delete analyses, without the need to access specific menus. Thus, the Graph analysis (ST011) and Graphic analysis type (ST042) menus have been discontinued.
As a result, the generation of graph analyses becomes faster, more flexible, and more accessible, bringing the visualization of results even closer to day-to-day strategic management.
The graph analyses created in previous versions have been automatically converted to the new format, ensuring the continuity of information without loss of data or features.
Scorecard indicator analysis with AI
Version 3.1 introduces the Analyze with AI feature for scorecard indicators, which is responsible for performing automatic analyses based on available data.
The resource relies on artificial intelligence to interpret indicator performance, presenting forecasts, risks, historical comparisons, suggestions for action plans, and strategic insights that support decision making.
In this way, indicator evaluations becomes more accessible, objective, and data-driven, contributing to informed decisions based on updated information.
Resource available only to Cloud customers that have an active SoftExpert Copilot license.
Generate revision changes with AI
Now, you can count on artificial intelligence to speed up the revision process.
Available in the Revision > Change section, the automatic generation option analyzes the data of both the revision and the object, suggesting a list of relevant changes.
With this improvement, you reduce manual effort and gain more agility when identifying the necessary adjustments. The generated changes can be reviewed, edited, or removed before being saved, ensuring total control over the end result.
Resource available only to Cloud customers that have an active SoftExpert Copilot license and a Gen AI & NLP API configured.
To use this feature, the scorecard must contain up to 500 items in its structure. If this limit is exceeded, it will not be possible to identify any changes made in the structure.
New screens with intelligent resources
SoftExpert Suite version 3.1 brings a modern and standardized interface to the following menus:
- Decision matrix (ST005).
- Identification mask (AU025).
- Gauge (ST027).
- View profile (ST028).
- Additional field (ST032).
- Permission profile (ST046).
With optimized filters and a new functional listing, it is much easier to view, locate, and manage records.
Immediate benefits of this screen:
- Export of data from the list for reuse in other environments.
- Mass change and deletion.
The Additional field (ST032) menu also offers the possibility of importing a template, using the "With AI agent" feature, and performing integrations with APIs for automation.
These improvements have been developed to eliminate repetitive steps and make your routine even more productive.
With the new screen, SoftExpert Suite provides a more agile and efficient user experience, aligned with the needs of your organization.
The "With AI agent" feature will only be available to organizations that are Cloud customers and have SoftExpert Copilot.
Check out the latest improvements made to this component: