Clients discuss… MI reporting with the Taskize platform

In this new episode of our ‘Clients discuss…’ video series, we asked two Taskize users to share their experiences of our platform’s built-in Management Information (MI) reporting features. 

These tools provide users with invaluable insights into their operational activity, helping teams measure resolution times, perform root cause analysis, and ultimately improve processes to reduce the risk of future issues. Here’s what they had to say… 

Diederik Geeraerts, the Global Head of Client Service at Euroclear, highlights the comprehensive overview provided by the MI reporting feature: 

“What I truly appreciate about Taskize is the ability to run MI statistics directly from the platform. It gives a holistic overview of the incoming workload on a day-to-day basis, including when it arrives, how it is being handled, by whom, and at what speed. It also shows what types of questions and queries are being raised.” 

This functionality allows teams to gain a deeper understanding of their daily workload, from when tasks are initiated to how quickly and efficiently they are handled. This transparency not only helps in managing day-to-day operations but also provides a foundation for continuous improvement by identifying patterns and trends in service delivery. 

Marcin Gałęziowski, Client Service Change Leader at Euroclear, shares his positive experience with the robust and versatile MI reporting feature: 

“The MI reporting of Taskize is very strong, robust, and versatile. A lot of goals can be achieved. What I like about the dashboards is that you can very quickly filter on the specific parameters you need, such as response time client, you click, and you are immediately redirected to a sub-Blotter – a list of Bubbles corresponding to those criteria.” 

Marcin also appreciates the user-friendly nature of the reporting tool, which allows users to explore different angles of their data and quickly analyse volumes. For those needing deeper, more customised analysis, Taskize offers a seamless export functionality to Excel, making it easy to create pivot tables or perform additional data manipulation. 

Overall, Taskize’s MI reporting is more than just a reporting tool – it’s a gateway to operational excellence. By providing in-depth insights, real-time data alignment, and flexible reporting options, Taskize empowers businesses to optimise their processes, reduce risks, and ultimately deliver better service to their clients. 

For a closer look at Taskize’s MI reporting capabilities and to see how it can enhance your operational efficiency, watch this demo video by our Head of Product, Kishan Bharwad.