Episode Summary
In this episode of RecChat our host Zach Malloch is joined by Product Owner, Brian Gillilan and Product Management Director, Patrick Hayden to discuss the InteliTrac analytic software addition to your Rectrac database. The group touches on the capabilities of this powerful analytic tool, how it compares to reporting in RecTrac, and the impact InteliTrac can make with your business decisions.
Recording
Transcript
Zach Malloch 0:00
Welcome to RecChat. This is the October 10 edition we're going to be talking about InteliTrac today. And just a couple of real quick housekeeping . So we monitor and we record all of the chat, or all of the q&a questions. So if you look at your panel, we probably have something for QA and you probably have something for chat. QA is what we're going to download afterwards. And we're going to try to adjust address during chat. But also, we're going to open it up for about 10 minutes at the end of the session to actually do more of an official question and answer session. So first 20 minutes will be pretty much our content, we're going to try to answer as many questions as we can throughout the course of the conversation. And then at the end of it, we'll have about 10 minutes for open QA, we can stick around for a bit after that, we're going to try to cut it off a little bit faster last week, the enthusiasm and the participation was great, but went for a full hour after the session. And we want to be respectful of your time, as well as trying to get through what we need to do here. And then get back to answering your questions and making things awesome for you. So today's edition is in InteliTrac. And to talk to us about that, too, will recognize Brian Guillilan. He's one of our product owners, and there was some question about that last time, product owner doesn't mean that he went out and purchased RecTrac, it just means that he's responsible. He and his group. He's one of the team members that's responsible for part of the development cycle in RecTrac. Then we have the man the myth legend, Patrick Hayden, our Product Management Director, welcome.
Patrick Hayden 1:34
Thank you, and good to be here,
Zach Malloch 1:36
Glad to have you. And my name is Zach Malloch. I'm the manager of EDU and LMS. And we kind of kind of facilitate this, although we bring in the experts to tell us what's going on. So today's edition is about and Intelitrac probably would help Patrick, what's in InteliTrac.
Patrick Hayden 1:54
So in InteliTrac, is our new embedded analytics and business intelligence solution and RecTrac Basically, you'll see obviously a lot of a lot of this today. But the short version is we're just trying to make it as easy as possible for people to consume their data, analyze their data, answer questions that they have, and really enable them to make decisions to help the organization whether it be about programming decisions, or facility usage or revenue, and really be able to further explore that data. Because one question always leads to another question to another question. As everyone knows, with with RecTrac, the data is there, we have lots of reports that allow you to access that data. But it's not always easy to dive deeper and further explore the data. So InteliTrac is really aimed at solving that problem, making it as easy as possible to dive as deep as you want to dive. But also make it really simple to consume that data that you might need to access on a daily basis.
Zach Malloch 2:50
Okay, so it's making things that might be harder to see easier to see. And easier to get further information if that's if it just sparks another bit of curiosity.
Patrick Hayden 3:00
And in today's landscape, we know that Parks and Rec organizations are more and more required to run like a business, justify their existence, justify their budgets justify their usage of resources. And so it's really important to make it very easy to to justify those decisions to help make those decisions to provide that access that information seamlessly without requiring lots of querying and lots of you know, reports and kind of cross checking of information,
Zach Malloch 3:28
right. So validating while you're doing things double checking usage, and perhaps possibly analyzing the data to serve patrons more sort of more patrons with more things, that sort of stuff. That sounds really useful. So Brian, I think you might be able to show us something about until a track here. So Patrick's promised, easy to access data that we can dive deeper into,
Patrick Hayden 3:51
I'm going to exit now my parts done
Zach Malloch 3:53
now Okay, so next gen UI. Very nice. Start here.
Brian Gillilan 4:00
All right. So as far as accessing in InteliTrac, and RecTrac, it's built right into the RecTrac application, once you've, you know, come on board and been on boarded within InteliTrac. So, it'll be a menu item and your menu just like any other program is within the application, you can find it in the full menu, you can filter to it, you can favorite it, you know exists in the product just like anything else does. It's really part of RecTrac. So in Intelitrac, again, I'm not going anywhere else, I'm staying in RecTrac to access the information that that I'm trying to dive deeper into. So here we've got an example of our activity enrollment dashboard, and InteliTrac which kind of gives me some closer look at how my programs are doing across the board. So this is kind of what you can expect to see or the type of information you can sort of expect to see in an InteliTrac dashboard. We kind of break these out and try to make them as topical as possible to really help you answer the questions you have about your business about your organization. So make those deep dives.
Zach Malloch 5:07
So it looks like in this example, we're kind of focusing on some activity, specific things, the number of sections, you have the enrollment capacity versus the number of actual enrollments, the number of cancellations. If people wanted to access other bits of information and beyond activities is that pretty easy to do?
Brian Gillilan 5:26
Yep. So InteliTrac comes with a pretty encompassing suite of dashboards. So we've got dashboards for activities, for facilities for your memberships for tracking visit attendance, point of sale Inventory Service items, and kind of the number of dashboards that we're offering out of the box is going to be ever evolving, based on the needs of our customer base. So if we identify a real need in a certain area, that's certainly something we'll, you know, intentionally plan to build a new dashboard for to address that need.
Zach Malloch 5:57
Okay. And so one of the things you will actually still on the topic of dashboards, if I could investigate that a little bit more. So it comes with a lot of different things that are prepackaged. And it looks like some really great information here. If somebody wanted to kind of customize this view a little bit further or, or change things around, Patrick, is that a fairly easy thing to do?
Patrick Hayden 6:17
Yeah, at this point, you know, like Brian said, it's an ever evolving list where every customer that's onboarding, we're really looking to kind of engage them and get more information from what kind of information they seek what they need on a regular basis, what kind of stories they're trying to tell. But the development of dashboards at this point, something that we're doing, you know, they have control, obviously, over interacting with the dashboards over filtering the dashboards, which we'll get into in a bit. But the actual development is something that for now, we're keeping control up just to make sure that everything is really accurate. And then it's actually conveying the information that they're they're hoping will convey, because there's some complexity to really accurately analyzing the data and doing the calculations that you really intended to do to get the answers that you're looking for. But that is something that we're working on for the future to give more design capabilities to the end user might have to be a kind of betting process to make sure that people really understand the data well enough to do that design. But it is something that we're gonna open up eventually.
Zach Malloch 7:17
And so the concern there is just okay, this shows enrollments, but the way it was configured, it's not exactly what you're expecting to see. It's from the home and table that maybe it's not.
Patrick Hayden 7:27
Yeah, yeah, just like with a report that we create, and we need to make sure, obviously, this information is being used to make decisions. So the accuracy of information is kind of paramount. So we want to retain some level of control there to make sure that, that we know that you're using good data to make those business decisions.
Zach Malloch 7:45
Okay. So I think that the part that I'm actually thinking might make sense to talk about now is like he talked about filtering, and we've talked about drilling down. And I mean, there's some of this looks a little bit like the the dashboards we were able to make and just as part of the menu, design and rec track, but it's a lot more than that, right?
Brian Gillilan 8:05
It's significantly more than that. To just kind of talk about kind of the general layout of all of kind of our default dashboard offerings that we have out of the box, you'll kind of see this generic, or this more kind of normal layout across all the dashboards. So dashboards are designed to be very topical, for example, this dashboard is all about enrollments, you don't see anything on this dashboard about revenue or amounts paid. It's really just about enrollments and understanding your enrollment data. So we can kind of show you the health of your programs at a glance. So all of our dashboards will kind of have indicators at the top of the dashboard that really are kind of the really high level totals of the kinds of data that this dashboard is representing. So in this case, the number of sections you offer, the enrollment capacity of those sections, how many people enrolled, what percentage of that capacity actually got filled, and any cancellations that may have happened? So those are kind of the really high level big picture numbers that at a glance can be used to indicate some some level of program health or what you're offering out there into the into your business.
Zach Malloch 9:12
Okay. Well, show me something magical here Brian.
Brian Gillilan 9:16
All right. So you know, this is a good example of I might see this and see these indicators and say, okay, great, my total enrollment capacity was 90,000. Plus, well, that number in and of itself probably isn't telling much of a story that you want, and it's not, you know, narrow enough to really drive home a point. So I might see that number. And in RecTrac, that might be something I ran a report to get that number. So I had to go through the process of setting a bunch of criteria building an output to get that just that one number. Well, that was in Intelitrac. I can have that one number and see my enrollment capacity here. But I have all these other kind of data points that are all pulling from that same information simultaneously. So I can see that trend for For example of how many sections we offer, what the capacity was and what the enrollment was over time. So it's not just here's the big picture for the last two years, it's on a quarterly basis, what's been the trend of those figures? In addition, I can see kind of some additional breakdowns of that information. So, you know, how is that broken out by the locations where I offer my programs? How is it broken out by the category of programs we offer the types of programs we offer. So one of the nice slick things about Intel attract that really lets you dive deeper and drill into your data is if I really wanted to know, okay, I got this enrollment capacity number, but I want to know really what that was for my camps, right? Not for everything in my department, I can really just drill into camps right on my dashboard, and add a touch, my entire dashboard is now drilled solely to those camp programs that I just kind of drilled into and, and focused on. So now I can see my enrollment capacity over the last two years for camp specifically was just shy of 11,000. And I can see kind of some capacity information, etc. And then kind of getting back to the big picture is as simple as kind of clearing some selections and, and just starting over. And so you can use all these filters to really drill into your information, not just have a single report with a single purpose. This is really a dashboard designed to serve a lot of purposes and let you kind of navigate that topic a little more intentionally with your data.
Zach Malloch 11:28
So that's where you're talking about Patrick gets kind of surfacing this information much more easily, you have the question? What is this just for camps, you click on it, and then it expands and really gets you just to exactly what you're looking for.
Patrick Hayden 11:39
And like I said before, oftentimes what happens when you're really doing data analysis is and there's another question, there's another question, another question, you want to drill deeper and deeper. And rather than that, being iterating, and running another report, or across striking more reports, it's just interacting with the data on the dashboard. And that Brian could show drilling in, we could show, you know, additional filters and slicing, and that there's a number of different different ways to do that, you notice he filtered on the dashboard just by interacting with it. And on the right side of the screen, there's also kind of the built in filters that you may want to be able to apply that aren't necessarily data as represented on the dashboard, but could be as well, just another way to interact with the data.
Zach Malloch 12:21
And I mean, one of the things that kind of struck me with what you said, Brian, as you mentioned, as to Patrick is we're using this to kind of tell the story, or users will use this to tell a story. And maybe one of the most obvious things just to start with, we kind of just pass by because it is something that we're building, when you see it all the time is that it's all a visual, it's starting out in a visual way, you're not having to go into a report and look at subtotals and columns and make sure that that's all there. But it's it's only visual that you interact with it in a visual method. So and I think that this is actually from there, it's it's kind of a copy of one of our customers that's using it in real time.
Patrick Hayden 12:59
Yeah, so this is actually I made sure to ask that it was okay to do this. Because we were thinking about using sales sample data we have kind of sample to test with and demonstrate with it. But one of our customers was actually attending the RecChat, I think this is actually Elmhurst Park district's data that we're that we're seeing here in this in these dashboards. So shout out to them for letting us use that. Right, it always tells a better story with real data versus trying to use sample data, we, our sample data looks good. But when you really dig into it, it's not necessarily as realistic because isn't real.
Brian Gillilan 13:32
I mean, just to kind of touch on, you know, it's not just about being able to filter and look at the data in that way. I mean, obviously, you can see here, we've got indicators on this dashboard for the number of sections, the capacity enrollments, and so on. Well, now obviously, we've got a pie chart here. And it's really understanding kind of what this pie chart represents. So at a glance, I can hover and see that you know, this 50% for social and educational activities represents the enrollments is the number that that's looking at one of the nice things about additional things about and InteliTrac is four figures like this, we can actually, you know, take that and say, Well, what if I wanted to not see enrollment breakdown here, I want to see the actual capacity breakdown, or I want to see the number of sections and you basically all the indicators that we give you on the dashboard, you can kind of really quickly switch what the context of that one widget you're looking at is, so you get a different picture. So, okay, well, it's 58% of the sections I offer versus what percentage of the capacity and so on so you can really kind of flip those perspectives out really easy, you know, just click of a mouse and change to view what you're looking at. So while it may be 58% of the capacity, or 50% of the enrollment, it's only 48% of what we capacity offer wise. So
Patrick Hayden 14:50
again, in addition to that something that you can go even deeper with that stuff, we can sort of help create that path of likely things But you're gonna want to drill into, but it's also kind of limitless in the sense that we can't predict all the questions are gonna be asked and what each different client might want to look at. So you can also kind of drill anywhere, you know, you might be looking at something and say, You know what I want to see that broken out by the location of the activity or broken up by the gender or, you know, whatever it might be something we didn't anticipate, and what Brian's going into right now what to what to do that.
Zach Malloch 15:25
So just real time, you're kind of resetting these filters in ...
Brian Gillilan 15:28
real time, I can take that social educational activities and drill directly into just those activities and see my breakdown of male female really quickly and easily. And then it's, it's a pretty easy snap to kind of back back out to where the starting point was, once I've told that story.
Zach Malloch 15:46
So you mentioned before that this is just built right into RecTrac, is it only accessible through RecTrac?
Brian Gillilan 15:53
Yes. So for RecTrac customer, you'll go through a really pretty painless onboarding process to stand InteliTrac up in your environment, once it's set up, accessing and InteliTrac is a matter of toggling it on on a user profile in your application and then allowing them access to the menu item. And that's really all there is to it.
Patrick Hayden 16:16
And just to clarify that the standing up is really just a matter of kind of making sure that it can communicate with our hosting environment, because all this data is actually is hosted. So there isn't, there's a lot of compute resources that go into making this as quick and as and as sort of robust as it is. So it was really important to us to not put a whole bunch of additional requirements on our on premise customers. So whether you're hosted with us for RecTrac, or on premise for RecTrac regardless, and Inteitrack is hosted. So you're passing data to our hosts, and where I'm gonna put all the queries that are being run. And the calculations being done when we render these dashboards, when you interact with them is all being handled by our hosted environment.
Zach Malloch 16:56
So no impact to your RecTrac server performance there?
Patrick Hayden 17:00
And no additional requirements.
Zach Malloch 17:02
Okay. So going back to that question, I see the these way, these, these graphs are really nice, or they're kind of appealing and their colors and everything, you kept the line graphs, you have the pie charts, if somebody wanted to use these to tell one of those stories and like put them into a report, are they taking screenshots here? Or is there ...
Brian Gillilan 17:22
there's some native ways to do it built into InteliTrac. So it's not just a screenshot on your desktop. One of the nice things about all the widgets in the dashboard itself is a widget. For example, if I really wanted to just share this breakdown with someone externally, well, first off, I can go fullscreen with this and get a better look at kind of what this is. But then we also have the ability to download these right from the app. So from the app, I can download this as an image or as a CSV. So if I'm trying to share this with, say, somebody for a presentation, and they want to put it on a PowerPoint slide, or they even want to publish it on the website, for the community to have access to, I can download the image and share it really easily that way. If I wanted to provide the data that's behind this image to someone to then take and further analyze outside of InteliTrac outside of RecTrac, I can download that data as a CSV file. And it'll give me exactly what I'm looking at here. And this pie chart only in a CSV layout. So I can do additional things with that data.
Zach Malloch 18:25
Okay. So
Patrick Hayden 18:26
in addition to that, just taking the step further, from the whole dashboard perspective, if this needs to be presented at a board meeting, whatever it was, you want to have it in a slide deck in PowerPoint, Brian's going into the sort of report generator right now. And what this lets you do is take the whole dashboard and make a PDF out of it. And you can even like if Brian switches to landscape or by look a little better, and go into edit mode, you can even if he wants to make sure it gets it all on one page, he can kind of click and drag the actual sort of areas there and make it so that that smaller move, you know, the borders around to fit it all on one page or something along those lines, create a PDF out of it, email or save it right from there.
Zach Malloch 19:08
So I mean, you could be potentially building a lot of a board report just from this one thing, once again it's all, for the most part very visual and easy to do kind of what you see is what you get.
Patrick Hayden 19:19
Yes. And in addition, you know, the step, everything we're showing here are built in reports or dashboards that are part of everybody's environment. But it's highly customizable to, you know, we can't possibly anticipate and build a dashboard that would satisfy everyone's needs are different. The questions they want to answer are different. And part of what we can provide with this as well as the ability to create custom dashboards. And that's something that we've seen a lot of demand for, because ultimately, the basic information is relevant to everyone. But there's always you know, potentially deeper and more important things to specific individuals that don't necessarily apply to everyone. So that's something that we we can do in the nice thing. about that is that that's something that our VSI assessed, team does. And it's not a development effort in the traditional sense. It's really more about some design and some configuration so they can turn that around in general very quickly. You don't have to wait for the next RecTrac release build required. When it's done. It's it's done. And it's published
Zach Malloch 20:18
just actually just a real quick thing. And as always happens, we've been having fun talking about this. And we're already nearly at our 20 minute mark. So this and we're obviously seeing it in the new UI. But if people haven't upgraded to 3.1.10, yet, this is available in pretty much any 3.1 or, some of the more recent versions of 3.1, it's been available for a couple of Yes, six months.
Patrick Hayden 20:41
Yeah. Yeah, it is. And just to clarify that, you know, this is something that has a price associated with it, it's something that people can contact sales, if they're interested in it. And the reason for that is really it's we had to utilize some new technologies, take on some new cost ourselves to provide this and make it a sort of robust and powerful tools it is and then we're hosting, as we said, kind of providing all those resources to make it really fast. That's one thing you'll notice, you know, where this is real data, this is looking at, you know, Brian could go to some of the other dashboards to there's on multiple years of data, it's it's very fast, it's very responsive. And that was really important to us, and the right tools to achieve that are tools that unsurprisingly, cost money. You know, so it is something that's a service that you subscribe to. And then, you know, obviously, we do all the handling of the data and providing the analytics in this interface, I want to say
Zach Malloch 21:39
thank you. So that's about the end of the more presentation focused part of this. And I wanted to call out, Patrick mentioned VSI assist moderating, right now, some of our panelists, we have Landel Cochran, and we have Nick Vorvis, and they are VSI assist. So if you have any questions about what they can do for you, or how they can help configure Intel track or any of the other services they offer, they're right there in the chat to help to help answer those questions. So we're going to shift a little bit more of a question and answer time. So I'd ask the panelists out there to start kind of highlighting some of the questions that they see a lot of people asking. But one of the things I wanted to start out with Patrick and Brian, you mentioned that the the data is hosted. So I'd imagine that there's some sensitivity to data being transferred frequently like that. So what are some of the details that you can share with that part of it.
Brian Gillilan 22:31
So data is not real time. So it's near real time. So once you have been on boarded with and Intelitrack, your the standard is that your data is synchronized with the kind of InteliTrac data source daily. So every day, we kind of send what transpired over the previous day. And keep that until the year and InteliTrac data source up to date, when you first are on boarded, we can take as far back into history as we want from your database and onboard all that information all at once. So this isn't a solution where you come on board within InteliTrac. And it's two years before, it's really that useful before it really tells a story. As soon as you're on boarded, you have access to that level of history in that timeframe that you really want to be able to pull from from the past. So
Zach Malloch 23:20
basically, any data that's in your database, you choose how long
Patrick Hayden 23:25
most customers have gone back, you know, three years, four years, something like that, it's really kind of, we have that conversation with them, we're happy to take as much data as they wish to make sure that it's really valuable to them. And something I know, there was a question about heat maps and something that we didn't get a chance to show yet, on a lot of these dashboards, something that we didn't get to because it gave us something we could spend hours talking about if we if we really wanted to get into all of it is the ability we talked about drilling and filtering, we didn't really talk about kind of launching other widgets, other dashboards from a dashboard. But that's something that's built into a lot of these.
Brian Gillilan 24:02
So here's an example. This is like our activity enrollment demographics dashboard. So this is taking all that enrollment data we were just looking at on the previous dashboard, and really flipping it and trying to get What are the demographics of the people that are enrolling in these programs. So you can obviously get a whole bunch of information here as far as demographic information goes. But you'll see on some of the indicators and widgets, you'll have this little icon in the widget itself. And that icon really represents the fact that from that indicator from that data you're looking at, you can kind of dive further just by simply clicking on the indicator. So anywhere you see household serve as an indicator and and InteliTrac as an example, you can go to that household served and get kind of a heat map of where those households came from. And you can drill into this map as narrowly as you want and really get the real specific breakdown. But you can also kind of hover over individual outliers if you want it so like So, say for example, we're working with mostly households in the Illinois area, or in the Chicago area. But you know, we've got this outlier in Kansas City or a couple outliers in Kansas City. So in this case, there's two transactions processed by a household in Kansas City. So we can actually come here, kind of see that data point. And know that okay, that's household 22605, and RecTrac. So if I wanted to kind of investigate, okay, well, how do I get data from Kansas City? Or how did I get data from California or whatever the case is, I'm really able to kind of dive in and do that and see who that is by just getting the information I need as an identifier from InteliTrac, but nothing more than that. So that's one of the keys of the data, that's an InteliTrac is nothing in InteliTrac is personally identifiable information. So we've, you know, kind of done our due diligence to make sure that PI information, stays in your RecTrac database, and doesn't come to our hosting environment. So
Patrick Hayden 25:57
even like the household data, it's, it's the, you know, accurate enough coordinates that represent the geolocation of that household, but it's not the households even full address, you know, so it's accurate enough to if you're trying to decide where should we go to our next pool, and you're looking at data for who are the people who have pool memberships, and are actually visiting the pool, and you got to look at that on a heat map like that you can get a very accurate representation. Now a particular house might be a house or two away from where it should be. But that's sort of for neighborhood the absolutely, yeah, yeah, absolutely.
Zach Malloch 26:31
I think that's what somebody was asking about kind of specifically.
Patrick Hayden 26:34
Yeah, and that that map that he brought up, it's going to inherit any filters that he can apply? So he was sort of looking at everyone there. But he could have said, you know, I want people who are in camps, who are female, who are seven to 12 year old, because we're thinking about having another program that within that demographic, who's attending that now drill into that map, and see just those people mapped?
Zach Malloch 26:55
And I see that there's a, I mean, enrollments by transaction location where our WebTrac users, where are the areas that maybe could use more Webtrac listing? And then that can answer or ask a lot of interesting questions. All right, so we're starting to get a couple of questions coming in. So there's a question about benchmarks for top line categories. I'm not sure if that just immediately clicks for you guys, as far as what that might be asking that maybe we can get a little bit more information about that. So we're gonna go to the next question after that, very much.
Patrick Hayden 27:29
I may know what that's getting a little bit here, if they're talking about benchmarks, sort of across agencies across parks and rec agencies or districts. That's something that certainly we've spoken with a lot of people about having crossed that bridge yet, with the data we have right now. We could theoretically do that today. So that if, let's say six neighboring park districts in Elmhurst area all decided that they were willing to share some level of data, we could allow them to expose, and they could sort of have some control over how much data they want to expose, but that that data to each other so that they can see, okay, well, baseball is down for us. Is it down for everyone? Or is that just us? Now baseball is down on lacrosse is up for everybody in our area? You know. So that sort of trend that we're seeing isn't necessarily our programming is maybe a broader trend in society. So it's something that we're exploring something that we is definitely feasible, but not something that we're doing yet. At this point, you're the only one that has access to your data.
Zach Malloch 28:32
All right, I think that covers exactly another person's question about pooling data from multiple park districts. So yeah, it seems like it's possibility for sure it is.
Patrick Hayden 28:40
And I think it's something that's something we'd be very interested in engaging kind of a focus group about, because obviously, the most important part about that is everybody who's involved feeling comfortable with the level of data that they're sharing, and who's going to have access to it and how much to have access to, but I think it's, it's something that, you know, is certainly an interesting angle, you know, and we are in the position to do it, because of the way we've developed a solution.
Zach Malloch 29:05
All right. Okay, so let's see, the question about the benchmark question about sharing data. And I know that one of the other questions we talked about is how you can limit access pretty easily. So if you wanted to give maybe a director and then the coordinator programs access to InteliTrac as a dashboard, that's just a profile setting, for the most part,
Patrick Hayden 29:30
just a toggle user something else Okay. Well, I was gonna say that, you know, as we're sort of looking at all these different metrics and dashboards, you know, there's sort of been a trend in analytics where nobody had analytics. And now there's more, there's more than there's more and some people it's sort of gotten to the point where it's, it's sometimes too much, because there's so much data. Well, the point of the data is to be able to make decisions and form yourself and inform those decisions. And one of the things that becomes more difficult as there's more and more data, and we've tried to sort of with our dashboards, prevent this, but you ultimately want to be able to interpret it. And one of the things that we're in the midst of working on that we've built on this solution as well, is this sort of natural language generation. So what this is, is the ability to actually interpret the data on the fly, and have a sort of more of a more of a natural language interpretation of the data that does the analysis kind of for you and says, Okay, here's a, here's a chart, with some ups and downs and peaks and valleys on it, what does that really need, you know, what's the actual analysis of that? So Brian's in just a sample, you know, kind of, as you can see there on the folder is, is in beta at this point, but in a chart that actually has some of that setup. So the first column there is a member sales trend, line chart, but built into that is at the top the analysis of the actual data in that chart. And not only is it doing that when it first renders, but if he filtered this in any way, it's going to automatically, obviously, as we know, render those charts based on that filter, but then also else between renders the description and narrative on it.
Zach Malloch 31:16
That's very neat. So not to cut anybody off, but it is 230. We wanted to thank everybody for joining us, we're not going to cut it off, we'll have a little bit more time for questions. But if anybody does have to sign off, we're going to post the full thing with any additional questions that are asked by tomorrow. I know, we didn't quite get that last Friday as a first session. But this is our second. So that's why everything's so perfect this time. But we will be done. So it's definitely Patrick. So if you need to leave, feel free to thank you so much for your participation, if you want to hang out, go ahead and hang out with us. So another question came in, can you save filters, so you can reapply those really quickly. So kind of the things where you're drilling down into certain areas where you added the gender as a filter in one of your examples, Brian.
Brian Gillilan 32:04
So by default, and this kind of is similar to the way RecTrac reports operate. In a sense, when you are in a dashboard, as a specific user, you are really looking at, essentially a copy of that dashboard. And anything you do to filter that dashboard is kind of remembered. So if I were to come here and do some filtering filter to female only filter to just my WebTrac, and so on, this is kind of remembered for me as a user, that's the last thing I filtered. And the last thing I was looking at, what we can't currently do is save that set of filters for that's a template for me to come back and use later, certainly something we're investigating. But currently, that's not a capability. But just like RecTrac, it does remember the last settings that I came in here with and kind of another nice thing about the way and InteliTrac works is you can potentially, you know, as we go forward, there will be some ability for you to kind of share this dashboard with another and InteliTrac user in your database. So I would be able to kind of filter this dashboard down to a specific level, and then share that with another and InteliTrac user at my park district. And when I share that with them, they'll potentially be able to go on and see it. I'm in that kind of same like. So that's something we're working on.
Zach Malloch 33:29
So a little bit of a workaround and something that's going to be potentially built in a little bit more as we progress with things. So there is a question about the data connection. So you talked about that you said just once a day is when we kind of get those changes. And this is more of the transactional changes. So people are probably used to their RecTrac database backups being multiple gigabytes, I'm assuming it's not a multi gigabyte data transfer at all.
Brian Gillilan 33:53
Yeah, the initial onboarding process, there's a significant amount of data that's being transmitted on that initial onboard. Once that data has been transmitted, then we just start transmitting data on a scheduled basis. So every day, we will send all the transactions from that day to InteliTrac. So you're really just talking about one day's worth of data at a time that's being passed up and down. And I know some people have concerns about what's a scheduled event, what happens if it doesn't run. So it is kind of built into that process that if for any reason, your scheduled, you know, synchronization of data failed for a day or didn't get run for a day, it automatically picks itself back up. So it knows the last day it actually had a successful communication within InteliTrac. And it'll pass everything in between that as soon as
Patrick Hayden 34:38
it gets key to that even that first pass. It's nowhere near as large as the database, even though this maybe gives us the ability and the insight into a significant amount of the data that is in the database is data that has been transformed. You know, part of for anyone who's ever tried to do this themselves by connecting directly to the RecTrac database and building dashboards It's very difficult, because it's a database that's built for what you do in RecTrac on a day to day basis transactions and processing. Whereas when you get into analytics you want the data is structured very differently. So part of that process is, is transforming the data. And then that transformation, the data is a lot smaller, because we don't need all of that history that we need in the RecTrac database to show you household transaction history. We just need to know who's the household, what do they owe, the programs that are enrolled and not the, you know, details that have come into the minutia.
Zach Malloch 35:37
So it's not like we're just taking a database backup and saying we're going to extract the important pieces, we're only sending those important pieces to InteliTrac user. Okay. And does the time of day, does that matter? Is that something that gets set up by the users when they're sitting there initially configuring everything,
Patrick Hayden 35:55
It's something we do with onboarding. Yeah, it's, again, it's daily. So we're always getting that sort of prior day usually have it running in the middle of the night. And just to make sure, there's no sort of impact on anybody's network. Again, it's small amounts of data, but best practice stuff, middle of night.
Zach Malloch 36:11
Okay, great. Well, I think questions are starting to slow down a little bit here. If there's Okay, so a quick question came out what if VSI is not hosting, and as you said, before, we just need to make a connection for them to send the data to us. So even if your main RecTrac database isn't hosted, and you just have it on your local server, you can still use InteliTrac, if that's something you're interested in.
Patrick Hayden 36:34
And we already have customers doing that live, their experience is no different. In in InteliTrac, they can't they can't tell, which is obviously how it should be there, whether it's hosted or on premise.
Zach Malloch 36:48
We are going to start wrapping up here. So under the 60 minutes over the schedule, is definitely Patrick. Is there anything else you wanted to close with any other special points you wanted to make sure we hit or anything like that,
Brian Gillilan 37:03
I think keying in a little bit on the customization capabilities that we do have. One of the things that we've noticed with the customers we have on boarded is that, you know, our dashboards, tell a story and allow you to tell a lot of different stories within them. But it's very common that individual customers have their own specific story they're looking to tell or their own kind of piece of information they're trying to get out for various reasons. So you know, just highlighting the fact that our VSI assist group can really help with kind of putting together a custom dashboard that really helps you tell the story you're trying to tell. And obviously, they have to work with the data that's available in the reporting database on the InteliTrac side. But again, that's always something that if there's data that's not there today, it doesn't mean it can't be there down the line, this is a product, we're an a part of the product, we're looking to continually evolve over time. So the more feedback we get from customers on it, the better and the better, we'll be able to evolve it.
Zach Malloch 38:02
So what you were also talking about this is tying back to the point about filtering a dashboard, if there's a dashboard, you go to you find yourself always bouncing between two different filters. Theoretically, you could just engage VSI to assist, and maybe make two versions of that dashboard. So one is your standard, and one is that version of specifically customers.
Patrick Hayden 38:23
And I think what we've seen with customizations too, is that like Brian said, We're everyone needs something different. And the customizations that new dashboards don't necessarily need to be all visual, some of the information people have requested and custom dashboards is more a table kind of a spreadsheet, but they want it accessible, exactly the way that they want it structured with the data that they want, and constantly up to date. So instead of having to go and run a report, they can just go to a page like this at any point in time and see exactly that database specify in the exact format they want. Always visible, always easily accessible from from a single click, and then they can always dump it to a PDF to Excel if they want to do more with it.
Zach Malloch 39:09
So two more questions came in one, I think this might be a good one to touch on. What's the big difference between InteliTrac and RecTrac charts?
Patrick Hayden 39:22
Everything aside from the way one might look, I guess the biggest difference is that they are interactive and sort of explorable. You know, I mean, that's probably the number one biggest difference. But it really comes down to also our capabilities and what we can deliver with those. The most skilled person with the kind of legacy chart capabilities could only go so far. And ultimately all you could create was something that could be created in a RecTrac report. But instead of displaying two columns, display it as a pie chart and display it as a as a column chart or whatever the case may be. Whereas with this, we can take things much more or they're not just in terms of how you can interact with them or what you can do with the data once you're exposed to it, but also the, the way we can expose data, you might have noticed some of the charts, Brian was on, you know, he's got three different datasets being retrieved on the same chart, things like that, whenever possible, the types of widgets we have available. So that's really...
Zach Malloch 40:18
If you wanted to have two different reports and pieces of the same on or elements of their different data on the same chart, that's not really something we could ever do, right?
Brian Gillilan 40:29
I guess that's kind of the key is like to take this dashboard, for example, like this is one set of data really, that this dashboard is looking at. So to accomplish this same type of information, while they are all charting capabilities, didn't have kind of, you know, calendar, apps and that type of thing. But they also didn't have the capability for you to kind of generate a single set of data and then use that data in many, many different ways which InteliTrac does give us the ability to do, and it takes some of the onus off of the end user of knowing which data I have to go grab. That's kind of built into the dashboards.
Patrick Hayden 41:06
And I think we, you know, going back to VSI Assist, and this not really being a development effort, that was when we were looking for solutions for partners for technology that can help us solve this problem, one of the most important things was to make sure that we can be really responsive, and that we didn't have a solution where if someone wants to change, it goes into the development queue. And we'll let them know in a few weeks, if we're going to do it or not, it'll be a release or two releases later. This is something that we want to be able to provide as a service through VSI Assist, you want something you engage them, they start putting together a timeline and deliver it to us or independent of our development queue. And so it's it really is more of a service. And we have the tools now for them to do that, instead of being caught up in the development lifecycle.
Zach Malloch 41:55
So to question, will it work in the demo database, I'm guessing that the tie between the InteliTrac and your data is pretty much primarily just through the live database. But if somebody is working in demo, and they wanted to kind of test it out before they pushed it live, where they have access to the the live data through demo?
Brian Gillilan 42:13
Yes. So your demo application essentially gives you InteliTrac access to your live data.
Zach Malloch 42:19
So same kind of connection, same exact connection database, the same connection. And then the following on can can RecTrac reports generate the same data as InteliTrac, I think we might have touched on that with the kind of difference between InteliTrac and charts, the way that you kind of combine data and can get the different results out of that. That's something that's still kind of tough with some RecTrac reports, they're kind of more
Patrick Hayden 42:43
sort of mean, ultimately, the data comes from where I track all the data we're seeing here. So could it could all the data be generated through a RecTrac report? Yes. In the way it's being displayed here now, you know, because we have capabilities with this new technology that we don't have with a PDF, and some of that's just kind of inherent in the technology, you know, a PDF or a spreadsheet, you can kind of only go so far. So it's it's RecTrac data, it's data, if it's all accessible from a RecTrac report, but not the same.
Brian Gillilan 43:20
And I guess, to kind of piggyback on that, you know, it's all this data, you know, the data does go through that kind of transformation layer before it gets to InteliTrac. So to satisfy what might be one simple widget, in InteliTrac, to really get that same set of data out of RecTrac and a reporting fashion may require multiple reports and then combining the data captured from those multiple reports, because we don't have that kind of transformation layer in front of the reporter.
Zach Malloch 43:49
That's what I was kind of getting at, and you explained it much more eloquently than I was trying to. So thank you very much. Well, that brings us to 245. And the questions are definitely slowing down. So I think we're going to go ahead and cut it off. Tomorrow, we will be sending out a survey and the recording of this session will be posted this time, not crossing this time, I promise. And if you do not contain any questions that you asked, go and put them in QA real quick, we'll get those out. And then we can answer those in the document that will come closer with this. If there's anything you don't get a chance to put into QA but you still have questions. We'll put that in there. There's a space to put that in the survey. And if you have questions about InteliTrac or you want to buy it, go ahead and contact sales@vermontsystems.com. And they can schedule a more personal demo or help explain some of the pricing options and licensing components for you. For VSI, I'm Zack, Brian, Patrick. We're trying out new types of ways to close things. It's one of those companies Yeah. Let us know what you prefer. But thanks very much, everybody, and we'll see you after I go through a couple of steps to say in the meeting.