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BI Smart

Process consulting and management software for mid-size and large companies

Tracking KPIs is not enough: targets steer the strategy, and we adjust the process until the objective is reached.

We link every KPI to a target, and every target to the strategic objective it helps reach. When a target is missed, BI Smart’s team steps into the process, the ERP, automation and data until it is met. To track it, we use our own products such as Orbit Performance.

  • Orbit family: our own products for KPIs, automation and portals
  • Processes, automation and ERP with our own team, on IFS, Protheus, Sankhya or SAP
  • Official IFS, Microsoft and Zeev partner
Orbit Performance
Orbit Performance home screen: 87% company attainment, 18 targets with red/yellow/green statuses, the manager's pending items and KPIs by theme
Real product screen, demo company

Which one is yours?

Six problems BI Smart fixes

First we understand the process and the KPI that has to change. Then comes the right product or service for the target to be met.

How we work

From a tracked KPI to the process that hits the target

  1. 1

    We understand the strategy and the process

    A conversation and, when it makes sense, a week in the operation: which objectives matter, which KPI measures each one and where the process gets stuck.

  2. 2

    We track the KPIs in Orbit Performance

    Every KPI with an owner, a target and evidence. The results meeting starts from what turned red, and every gap becomes an action plan.

  3. 3

    We unblock what holds the target back

    When a KPI does not move, BI Smart’s team steps into the process, automation, the ERP and data, with a proposal for your case.

Talk to BI SmartTry Performance free

We reply within one business day.

In the words of those who hired us

What clients say

BI Smart clients, on video, with name and company (in Portuguese).

Novas empresas que tivemos que cadastrar no IFS, todo esse movimento desse novo negócio: foi essencial o apoio da BI Smart.

Will

Analista digital, Cetrel

Gravado no IFS Connect 2026, no estande da BI Smart.

Desde que a BI Smart entrou para fazer essa parceria comigo, diversos problemas foram resolvidos, diversos projetos que estavam engessados começaram a sair.

Thiago Andrade

Gerente de TI, Columbus

Gravado no IFS Connect 2026, no estande da BI Smart.

Two products of our own

Orbit Performance and Orbit Automation

One tracks the target. The other does your ERP’s repetitive work, with your approval. With both, the actual arrives on its own and the manager approves.

Orbit Performance: the year-to-date KPI matrix, the monthly view with attainment and status lights, and the detail of a critical goal against each month's target

Targets, KPIs and action plans

Orbit Performance

Every KPI with an owner, a target and evidence. Whatever turns red becomes an action with an owner and a due date, and the meeting is born with its agenda ready.

  • Strategy KPIs with an owner, a target and evidence
  • Results meetings that start from what turned red
  • Variable pay tied to the targets
The Orbit Automation Office: rooms per department (Finance, Tax, Inventory, Sales, Contracts, Purchasing), each agent at a desk, pending approvals and hours saved this week

The Office, in the demo company: each department is a room, each agent a desk

The ERP’s repetitive work, done on its own

Orbit Automation

Reconciliation, collections, entries and reports come out of the ERP with nobody typing. Each agent has a job sheet, an authority limit and an approver: it proposes, you approve, and every step stays in the audit trail.

  • Fills in targets and actuals in Orbit Performance
  • Links the ERP to banking, payments, tax and CRM
  • Helps with analysis and builds the report

On request

With both, the agent reads the ERP and fills in the actual in Performance; the meeting gets its agenda ready-made.

Services

BI Smart services: ERP, maintenance, data and processes

Five consulting areas, with or without the Orbit products. The team implements, connects to what you already have and supports it.

Partnerships

Zeev, IFS and Microsoft partner

Zeev
IFS
Microsoft

We serve clients in every country.

What is your case?

Tell us your case or ask for a demo. We reply within one business day with the next step.