SmartResearch is not intended to replace your existing systems of record or all of your reports. It works best alongside them.
Typical Scenarios Where SmartResearch Works Best
SmartResearch is particularly useful when:
- You need quick, ad hoc answers
- During a meeting or review, someone asks, “Which vendors are driving this increase in spend?” or “How many invoices are still waiting for approval?”
- Instead of requesting a new report, you can ask SmartResearch directly and refine the question in real time.
- You are investigating a specific issue
- You want to understand whether a delay is due to approvals, missing information, or another cause.
- You can ask a series of related questions to narrow down the issue.
- You want to reduce shared mailbox traffic
- Today, many questions go to shared mailboxes or individual colleagues (for example, “Can you tell me how much we spent with Vendor X last quarter?”).
- With SmartResearch, many of these questions can be answered by the person asking, using consistent data and definitions.
- You need a consistent view of metrics
- Different teams need to use the same definition for “overdue invoice,” “exception,” or “spend with vendor.”
- SmartResearch uses predefined metrics and KPIs so these terms are applied consistently.