Skip to main content
All CollectionsBusiness Intelligence (BI)
Starting with Ultimate Efficiency
Starting with Ultimate Efficiency

Switching from a Professional Package to the Ultimate Efficiency Package

Rienk Bouma avatar
Written by Rienk Bouma
Updated over a week ago

When you consider switching from the Professional package to the Ultimate Efficiency package, you can get started right away!

For both capacity planning and BI reporting, we have support articles available to help you set up and use the new modules. Read the articles carefully, as they will help you understand the functionalities better and apply them correctly.

  • See here for the overarching article on capacity planning.

  • See here for all articles on capacity planning.

  • See here for an overview article explaining the purpose of each report in the BI module in two sentences.

  • See here for all articles on BI reporting.


Testing Capacity Planning and BI Reporting

We offer a 6-week free trial of the new Ultimate Efficiency modules so you can see if they are right for you.

You can easily request a 6-week trial period in Simplicate. Here’s how:

1. Go to Settings

2. Go to Account > Subscription

3. Click on the green button Request Ultimate Efficiency:

Once you have clicked the green button, you will receive an email with general information and the start and end date of the trial. The Capacity Planning and BI Reporting modules will be activated within two working days.

During use, you may encounter some issues that make capacity planning less optimal or the data in BI not showing what you hoped. Don’t panic, we are happy to help with your questions. Our consultants are ready to assist you.

Personalized Consultancy

There are different ways to set up your environment, and each setup is unique. Therefore, your question might be very specific and not answered through the support articles or available videos. During the consultancy session, we will focus specifically on your workflow and setup. After the session, you will know what changes are needed in your planning process and what may need to be adjusted in Simplicate. You can then choose whether to have the consultant make these changes in Simplicate or to do them yourself.

For more information on hiring a consultant, click here.

Did this answer your question?