Getting Started with Navigator

Introduction to Navigator and its toolset for managers and executives for viewing statistics and insights.

Viewing Real-time Statistics and Insights

Navigator is a tool set designed to provide order-automation metrics and insights so that you can make data-driven decisions to improve order accuracy, automation, and operational efficiency.

Navigator is not a dashboard: it’s an order insights and action center that can help you identify errors and uncover automation opportunities in real time. It offers these critical tools:

• Proactive risk management: Uses predictive modeling and continuous learning to spot potential issues early and address them before they become risks
• Industry and custom benchmarks: Addresses the unique needs of each trading partner by leveraging both industry-wide and company-specific data

In Navigator, metrics are displayed in both written statistics and graphs. Core features include the following:

• Order Accuracy Tracking: Identify recurring CSR corrections and reduce them
• Error and Exception Management: Flag issues and provide actionable fixes
• Automation Rate Optimization: Reduce manual tasks and improve efficiency
• Cost-to-Serve Analytics: Track processing costs and find ways to lower them
• CSR Performance Monitoring: Measure corrections, time spent, and team efficiency
• Easy-to-access insights, including real-time warnings, recommendations, and forecasts

Complementing Premier’s Dashboard and Reports Tabs

While Premiere’s Dashboard tab provides analytical views, Navigator complements those features by providing a guide to decision-making with actionable, forward-looking insights.

Navigator also complements the information you can generate with Premier’s Reporting features, on the Reporting tab, which looks at data historically. While using historical data for context, Navigator focuses primarily on improving current and future operations by providing real-time data and insights.

Real-Time Statistical Metrics in the Header, Graphs, and Grid

To keep teams informed, Navigator provides a large amount of real-time data in different formats. This data is updated every ten minutes.  

For more information on Navigator, also see: Using Navigator and Settings for Navigator

Navigator, Manager's View

The Navigator interface has a new look and feel. In navigating through the Premier application as a whole, on the left side of your screen is a new Navigation Side Bar. The Navigation Side Bar provides a vertical navigation menu that includes:

• Sidebar Toggle Button: Allows users to expand or collapse the sidebar to show names of features or simple icons for saving viewing space. Click the three-line “Hamburger” icon ().
• Company Selector: A dropdown or selector for choosing a company, useful in multi-company applications. To access, click the Hamburger icon to display feature names and then click the white, rectangular field near the top of the feature list.
• Navigation links to navigating different features of the application, including Dashboard, Reporting, Customers, Alerts, and Documents, but also Settings and Support pages. Click the name or the icon.

Navigator Analysis Tools

Navigator has a large number of easy-to-access features for analysis. Descriptions follow.

Headlines of Key Metrics

Headlines of Key Metrics Average display in large boxes for quick, at-a-glance viewing. They summarize the data to help you visualize trends. These metrics reflect data over the previous 7 days.

They include:

• Orders to ERP on Time
• Order Automation
• Orders with Errors
• Order Accuracy
• Average Cost to Serve

Detailed source data behind statistics can be found below in the statistical graphs and Data Grids.

Tabs

Tabs provide targeted insights on different areas of the automation process and CSR performance through Statistical Graphs and Data Grids.

Statistical Graphs offer the relative size of different metrics in a way that’s often easier to understand. Graphs are different on each of the Detail Tabs you select from the Header.

Data Grids display the individual statistics that are reflected in the statistical graphs. This data is also the source for other statistical displays, such as averages. These grids are different on every tab.

Filters

To help narrow your focus, use filters on each tab to show only the specific data you choose. Depending on the tab, for example, these can include Date Range, Divisions, Trading Partners, and Customer Service Representatives (CSRs).

Note: The Divisions filter is not operable at this time.

To select each of the filters, follow these steps:

1. To select a Date Range, click the Calendar icon and then select the beginning and ending of the date range or select time periods from the Quickset.
2. Click to select which of your company’s Trading Partners to view.
   1. From the drop-down menu that displays, check each of the boxes that correspond to the Trading Partners you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Trading Partners.
   2. Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices. 
3. Click to select which of your company’s Customer Service Representatives (CSRs) to view.
   1. From the drop-down menu that displays, check each of the boxes that correspond to the Customer Service Representatives (CSRs) you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Customer Service Representatives (CSRs).
   2. Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices. 

Individual filters remain in place until they are reset. To do so, return to the drop-down menus, described above or click the individual listing in the Data Grid.

Key Metric Totals

Key Metric Totals at the top of each tab provides a quick summary of the most important metrics displayed within that tab. The totals are dynamically updated based on the visible data, so if filters are applied, the totals will reflect only the filtered data, offering an accurate snapshot of the current information.

For example, on the default, Order Statistics tab, the following totals are available:

• Delivered on Time
• Total Documents
• Total Line Items
• Dollars Processed

This information corresponds to data in both the Statistical Graphs and the Data Grids.

Insights

The Insights section displays real-time warnings, recommendations, possible actions, and forecasts. Each includes a description of the issue and what may be affected for that trading partner, including trading partners, users, and documents.

Insights are generated based on patterns observed in customer data across trading partners, such as recurring errors or inefficiencies. They are triggered when specific patterns are detected in documents from the past two weeks that exceed thresholds for two critical factors:

• The number of documents affected
• The number of fields that were corrected within those documents

Each insight offers actionable suggestions and recommendations to help address the root cause of the problem. Many are tied to settings or transformations that are within your control. Follow that individual recommendation for instructions. 

For more information on Navigator, Manager's view, also see: Using Navigator and Settings for Navigator