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Automate your KPI reporting with OnStrategy and Swiftask

Swiftask syncs your OnStrategy data to generate automated performance reports. Visualize your progress with zero manual entry.

Resultat:

Move from tedious data collection to instant strategic decision-making.

The complexity of manual strategic tracking

Tracking goals in OnStrategy is essential, but reporting on them is often a bottleneck. Teams waste precious time extracting data, formatting tables, and writing summaries for stakeholders.

Les principaux impacts négatifs :

  • Stale data for decision making: The time spent preparing reports means decisions are based on numbers that no longer reflect the current reality.
  • High risk of manual errors: Manual data handling between OnStrategy and your presentation tools significantly increases the risk of human error.
  • Loss of strategic focus: Your managers spend more time playing data analysts than driving the company's strategy forward.

Swiftask automates the link between OnStrategy and your distribution channels. Our AI agents extract your KPIs, analyze them, and generate summary reports updated in real time.

AVANT / APRÈS

Ce qui change avec Swiftask

The traditional manual process

Every month-end, a team member logs into OnStrategy, exports data, cleans the Excel file, creates charts, and sends a summary email. It's a repetitive task that takes hours.

Performance with Swiftask

Swiftask queries OnStrategy on a set schedule. The AI automatically generates the report with the latest figures and key insights, then instantly distributes it to stakeholders.

Deploy your automated reporting in 4 steps

ÉTAPE 1 : Initialize your reporting agent

Set up a new agent in Swiftask dedicated to monitoring your OnStrategy goals.

ÉTAPE 2 : Establish the API connection

Connect Swiftask to your OnStrategy account to enable secure reading of your performance data.

ÉTAPE 3 : Define frequency rules

Schedule the report generation intervals (daily, weekly, monthly) and define the recipients.

ÉTAPE 4 : Validate and automate

Activate the flow. Your AI agent now processes data without any human intervention.

Analytical capabilities for OnStrategy data

The agent analyzes performance gaps, historical trends, and progress rates against goals set in OnStrategy.

  • Connecteur cible : L'agent exécute les bonnes actions dans onstrategy selon le contexte de l'événement.
  • Actions automatisées : Automatic PDF or text report generation. Direct delivery via email or team messaging. Alerts for major KPI deviations. Multi-project data consolidation.
  • Gouvernance native : Swiftask ensures data consistency through secure synchronization and a complete audit log of every generated report.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-onstrategy@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Operational benefits for management

1. Immediate productivity gains

Eliminate manual reporting tasks and free up time for strategic analysis.

2. Indicator accuracy

Eliminate the risk of human error through direct data extraction from OnStrategy.

3. Team alignment

Everyone has the same information, at the same time, via clear and standardized reports.

4. Increased reactivity

Identify goal drift as soon as it happens with automated notifications.

5. Simplified compliance

Keep an immutable record of your performance reports through Swiftask's automatic archiving.

Data privacy and governance

Swiftask applique des standards de sécurité enterprise pour vos automatisations onstrategy.

  • Restricted API access: Swiftask uses secure access to read only the necessary data from your OnStrategy instance.
  • Communication encryption: All data flowing between OnStrategy and Swiftask is end-to-end encrypted.
  • Access control: You precisely manage who has access to generated reports and AI agent configurations.
  • GDPR compliance: Data processing adheres to the strictest enterprise privacy standards.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your management processes

MétriqueAvantAprès
Preparation time4-8 hours / monthAutomated (0 minutes)
Update frequencyMonthlyReal-time / Custom
Data reliabilityHuman error riskGuaranteed integrity
Implementation timeComplex developmentRapid setup

Passez à l'action avec onstrategy

Move from tedious data collection to instant strategic decision-making.

Détectez vos dérives stratégiques en temps réel avec OnStrategy

Cas d'usage suivant.