Platform capabilities

ValueWorks combines state-of-the-art technologies with user-friendliness. It enables you and your team to make data-based decisions without barriers - quickly, securely and in an integrated manner.

One intelligent system, which does it all

Make ValueWorks the starting point of every management decision

Data Platform

The backbone of your data-driven business management

Built on a modern data lakehouse, with a digital data twin for consistent, AI-enabled analyses.

Digital Data Twin

Data Lakehouse

GenAI Use Cases

Digital Data Twin

Data Lakehouse

GenAI Use Cases

integration

Seamless connection to your system landscape

ValueWorks integrates seamlessly into your existing systems - without any complex implementation projects. Our no-code APIs enable a fast, flexible and secure data connection to all relevant operational systems.

Hubspot

Available

SAP

Available

Datev Integration

Datev

Available

LinkedIn-Integration

LinkedIn

Available

Personio

Available

Google Analytics

Google Analytics

Available

Zendesk-Integration

Zendesk

Available

Shopify-Integration

Shopify

Available

Microsoft SharePoint Integration

Microsoft Sharepoint

Coming Soon

Sales­force

Available

Amazon Integration

Amazon

Coming Soon

Oracle netsuite

Oracle NetSuite

Available

Self-service analytics

Discover our self-service benefits

To make life easier for executives and teams

From insights to results

Intuitive and customizable data visualizations

Create and customize dashboards adapted to the needs of the team and the executive management

Self-Service Analytics: Define and deploy KPIs

Define and deploy key figures effortlessly

Available across all dimensions and integrated with OKRs

Transform tables into charts

Customize with various graphic types, data fields, formulas and flexible naming options

Create custom dashboards with drag & drop

Choose from flexible visualization styles, compare with benchmarks and release dashboards to targeted users.

Company Settings

Your organisation. Your platform.

ValueWorks can be adapted to the individual structure and identity of your company - from visual elements to strategically relevant parameters such as currency and organisational structure.

Corporate branding

Upload your company logo and ensure a brand-compliant presentation in dashboards, reports and exports. Your platform – in your look & feel.

Map your company structure including units such as business units, regions or teams. This makes every key figure visible in the right context.

Set your company currency (e.g. EUR, USD, CHF) as well as time zones or languages – so that all reports and dashboards are directly relevant for your stakeholders.

Access Management

Secure access and full control

individually and company-wide

Security, control and user-friendliness in harmony - with a role-based access concept that is scalable for companies of any size

Highest level of cloud data protection & security​

Key data protection and security capabilities relevant to EU / German compliance implemented leveraging the high professional standard of Microsoft Azure as cloud platform of ValueWorks​.

  • Data sovereignty through customer-controlled geographical storage options (including Germany) and EU-only data processing
  • GDPR adherence through automated data deletion workflows for inactive users (90+ days) and “right to be forgotten” enforcement
  • Granular role-based access control with least-privilege access and unique user identifiers
  • Two-factor authentication enabled as well as SSO integration with Microsoft Active Directory
  • End-to-end encryption based on HTTPS
  • Single-tenant architecture with VM isolation, URLs per client, and logical data segregation
  • Secure SDLC including code repository controls and environment segregation
  • GDPR-compliant data lifecycle management
  • Disaster recovery: Geo-redundant backups
  • Monitoring: Logging/alerting for unauthorized access attempts

Coming soon...

AI Use Cases

Your intelligent companion for proactive management

AI-based business recommendations

From insights to results:

AI Assistant

Digital management assistant based on conversational Al

Explainable AI predictions

Machine learning prediction

Agentic AI use cases

Digital data twin feeding into specialized Al agents

New features, currently in development

UX/UI

A clean, intuitive user experience – wherever you work

ValueWorks is designed for decision-makers: intuitive, fast, and responsive. Whether you’re in the office or on the go – enjoy full functionality on desktop and tablet.

Discover ValueWorks in just 2 minutes

Experience effortless growth with ValueWorks: Your one-stop data hub that streamlines reporting and fuels profitable business expansion.

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Why choose ValueWorks?

Advanced analytics

Get a detailed view of the KPIs with deep drill visualizations

User concept

Create individual user access rights for reading and writing and protect your data with two-factor authentication

Off-the-shelf

Use off-the-shelf industry-specific templates to enable a fast go-live in hours

Harmonized

Harmonize data across domains and calculate key figures from different data sources

Your control center for data-based decisions

Manage­ment reporting

Make consolidate decisions based on the right data

Investor reporting

Most modern way of investor communications and alignment

Execution & OKR

Next generation agile management with OKR 2.0

Growth excellence

Manage growth with management view on the sales funnel

Portfolio & Holding management

The intelligence platform for investment portfolios or holdings & their portfolio companies

Management Reporting

Empower your decision-making with data-driven insights

Ensure transparency on all levels of your business to be always fully informed and avoid unpleasant surprises that put your business at risk.

Strategic dashboard is derived from your strategic goals and covers the key KPIs of your business plan.

Operational dashboard covers the KPIs along your core processes and functions (e.g. customer- and product-related process and back-office).

Following international reporting standards (Profit & loss statements in ‘Cost of sale’ methodology, liquidity planning, KPI tree). 

ESG dashboard is covering your compliance to the
Environmental, Social and Corporate Governance standards with already incorporated benchmark values.

Create customisable and flexible dashboards for LOBs, specific product areas or your OKRs. Add sections to structure your data and select from a wide range of existing KPIs. If needed, you can also define new KPIs. The visualisation of all KPIs is also dynamic, choose a bar chart to highlight trends or a single tile to maintain focus on a monthly value.

seamless process

Investor Reporting

Experience cutting-edge investor communications and alignment

Create your investor update in 15 minutes leveraging integrations to the source systems and automated KPI calculation.

We provide an intuitive user flow & superior design experience that makes creating an investor reporting easy and simple, by completely automating the process in ValueWorks.
Choose from a KPI library with 100+ industry standard KPIs, define the list of recipients and add additional context in the form of e.g., an executive summary, an outlook or links to additional documents.
Enabling collaboration and exchange between company & investors. Your investors become ValueWorks users and have one professional go-to-place for your investor updates.

After quality check and approval, you can freeze your data to get a snapshot for your Investor reporting, so that the numbers are no longer updated and quality assurance of the numbers is ensured.

Perform an investor readiness check vs. benchmarks to identify areas of strength and weaknesses.

Execution & OKR

Embrace the future of agile management: unleash the power of OKR 2.0

Leveraging the existing integrations to operational systems and the related standard KPI library for the OKR module.

ValueWorks comes with a pre-built industry solution. A broad collection of over 100 industry-specific KPIs is available, which can be complemented by customer-specific KPIs.

Actual values are reported automatically and continuously – without the need to check the figures. It also shows a team overview to gain insights in which team performs best.
ValueWorks automatically manages the OKR process and sends emails to the right audience with a link to the OKRs that need to be updated. Eliminating the need for an administrator.
Add AI-generated key result recommendations for your objectives.
OKR 2.0
top management funnel visualizations

Growth excellence

Accelerate your growth: master the art of sales excellence

Get management ready insights into your sales funnel in real time through out-of-the-box charts in the style of the top management consultants.

Identify the most important deals in your sales funnel to mobilize all functions for deal closure.
Perform a correct conversion calculation by comparing today’s snapshot with the past (in contrast to a CRM system, which always shows the most current values).
Understand the duration of each phase in the sales cycle for different customer segments and products in order to reduce the cycle time.
Identify patterns in customer behavior with the cohort analysis regarding churn, upselling over time, etc.
Perform sales forecasting by determining future revenue on a monthly level by probability based on existing and new contracts.

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