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Customer
Newsletter

October 2013
IN THIS ISSUE

With this newsletter we want to give
you the latest information about the
CXO-Cockpit.

You can meet us at:

Mobile rollout considerations

(p. 2)

Best practices for mobile app security.

You will find information about new
features,
best
practices,
new
customers, a new software version, etc.

Intuitive design version 5.0 (p. 2)

Mobile strategy
by Joost Vogelezang

Why does a mobile strategy matter for
your company?
Gartner Research Vice President Phil
Redman states: "The era of the PC has
ended. Employees are becoming more
mobile and looking for ways to still be
connected wherever work needs to be
done. The convenience and productivity
gains that mobile devices bring are too
tempting for most companies and their
employees.โ€
According to Gartner, by 2017, 90% of
the enterprise apps will be both desktop
and mobile, up from 20% in 2013.
(Gartner Predicts, 2012).

During my conversations with you, our
customer, I received a lot of questions
regarding the usage of mobile devices in
combination with your management
information. Questions about the rollout,
security, intuitiveness, etc. For many
years CXO-Cockpit combines Mobile and
Web-based reporting in one solution.
In this newsletter you will find a great
story from one of our customers, more
information about the functionality of
our mobile solutions, best practices
security and an article about โ€œMobile
rollout considerationsโ€.
My contact details are:
E: joost.vogelezang@cxo-cockpit.com
M: +31 6 20 95 72 42

How data use is an operating
game changer within Atria (p. 3)
A great article from our customer Atria Senior Living!

Release 4.3.4

(p. 4)

Introducing Linked Objects and the new user role of
Report Builder.

Fast facts
ยฉ
ยฉ
ยฉ
ยฉ
ยฉ

(p. 5)

CXO-Viewer app
CXO-Cockpit apps
New customers
New office CXO HQ
Cube Calculations
CUSTOMER NEWSLETTER | October 2013

2

Mobile rollout considerations
by Wouter Born

As soon as companies want to access
confidential information on mobile
devices all sorts of questions come up.
Questions like:
ยฉ What additional security can we use
to secure our mobile data?
ยฉ Can we encrypt this data?
ยฉ Does the app cache any of the
reports?
In order to answer these questions (since
CXO-Cockpit is installed in most cases in
your own environment) it often comes
down to your own IT policies on how to
deal with the connectivity to the CXOCockpit.
Among our customers we see the
following solutions for connectivity:
1. Apply SSL encryption and make the
website publicly available
This option is most used by non-public
organizations and is probably the most
user friendly option.
The way it works is that all website traffic
is encrypted using SSL, while the website
is available publicly on the internet. SSL
(Secure Sockets Layer) is the standard
security technology for establishing an
encrypted link between a web server and
a browser. This link ensures that all data
passed between the web server and
browsers remain private and integral.
SSL is an industry standard and is used by
millions of websites.
In case of the CXO-Cockpit the remote
user just needs to log in to the CXOCockpit app with his user name and
password to get access to the
dashboards. It is recommended to
enforce a complex password policy to
avoid passwords like โ€œWelcomeโ€.

2. VPN connection
Using a VPN connection, sometimes in
combination with SSL, is widely used by
public organizations.
A Virtual Private Network (VPN) extends
a private network across a public
network, such as the Internet. It enables
a computer to send and receive data
across shared or public networks as if it
were directly connected to the private
network, while benefiting from the
functionality, security and management
policies of the private network.
The user needs to have the correct VPN
software and account details on his
mobile device in order to login to the
corporate network. Once connected to
the network via VPN the user can start
the mobile app and login to CXOCockpit.

With this security level it is for example
still possible to use an iPad during the
board meeting. This option is very
secure, but also limited.
Additional features
The CXO-Cockpit provides a number of
additional features to make the mobile
usage more secure:
ยฉ Mobile usage can be switched off at
server level
ยฉ Mobile usage can be switched off/on
per user
ยฉ The โ€œRemind my passwordโ€ function
can be disabled at server level
ยฉ None of the reports viewed with the
CXO-Cockpit app are cached on the
mobile device

3. No remote connectivity

FOR MORE INFORMATION

Some companies decide to use the CXOCockpit mobile app only within the
company building. The user can then
only access CXO-Cockpit reports on their
mobile device when connected to
company WIFI.

E: wouter.born@cxo-cockpit.com

Intiuitive Design
We are making good progress on the
development of our new CXO-Cockpit
version 5.0. In the design of this new
version we have given much attention to
the intuitiveness of the user interface; as
long as users can complete the tasks they
want without interruption and thought,
itโ€™s all good. Good intuitive design is
invisible and non-intuitive design is a
disruptor. Since intuitive design is
invisible, users will not actually
appreciate it (since they wonโ€™t even
notice it) โ€“ but they will immediately take
notice if it is not there. That is why we
find this subject very important.
CUSTOMER NEWSLETTER | October 2013

3
Investment Center (NIC) conference in
Chicago on Thursday.
Having an information system in place
can help centralize various pieces of data
being
recorded
throughout
the
community into one singular platform,
said John Moore, CEO of Atria Senior
Living.

Atria Senior Living is one of our
customers using the CXO-Cockpit mobile
apps. In this article the CEO (John Moore)
explains how data use is an operating
game changer within Atria by using CXOCockpit!
Company details
Atria Senior Living offers much more
than a place for older people to live. They
build vibrant senior living communities
that offer companionship, comfort and a
wide selection of community events that
match individual interests.
ยฉ Atria owns or operates more than
125 communities in 27 states
ยฉ Atria employs approximately 9,000
professionals nationwide
ยฉ Atria communities are home to more
than 14,000 seniors
Senior Living CEOs Say Data Use is
Operating Game Changer
In
an
increasingly
competitive
marketplace, senior living providers are
seeing data, collected throughout their
communities, is driving their ability to
manage through the competition.
CEOs say data collection and analysis is a
major game-changer when it comes to
operating efficiencies, but it also means
finding solutions to managing it.
Information systems are critical in
providing a data-driven understanding of
a communityโ€™s operations, agreed a
panel of senior living CEOs and
executives during the 23rd National

provider uses an HR database to track
and manage employee information.
Viโ€™s Human Resources Information
Systems (HRIS) is only one of the
technologies that have helped run the
providerโ€™s business more efficiently, says
company President Randy Richardson.

An operator of 140-plus generally
assisted living licensed communities in
28 states, Atria has committed roughly
$15 million to information systems over
the last five years.
โ€œAs a data-driven organization, we
needed to automate and streamline the
way we obtain information,โ€ Moore said.
The solution became a software called
CXO-Cockpit, a tablet-driven application
that sits on top of Atriaโ€™s current
database management system, allowing
the provider to do away with its old ways
of dropping information into a number of
Excel files.
CXO-Cockpit enables Atria staff at both
the executive level and those working
within the communities, to view data
such as rent rolls and expense reports
across different operational segments.
Expense reports related to food costs,
maintenance, as well as sales activity
that records tour inquiries can be
accessed within the one software tool.
This allows the communityโ€™s executive
directors to have access to an array of
information, said Moore.

The HRIS has effectively made the
company greener by eliminating paper
use in employee record reporting,
Richardson said.
The system employs various dashboards
that a providerโ€™s HR department can use
to look at key metrics such as staff
turnover, even
โ€œIโ€™m a big believer that if you measure
something and put that out in front of
people, they start to look at that,โ€
Richardson said.
As healthcare reforms increase the need
for organizations to track and improve
the quality of care they provide,
information systems look to play a
critical role in a providerโ€™s survival within
the shifting healthcare environment.
โ€œThere are a bunch of smarter web
developers and user tools out there, and
itโ€™s getting better and better every day,โ€
said Moore. โ€œSenior living isnโ€™t rocketscience. There are a lot of moving parts,
but knowing those parts is the name of
the game.โ€
John Moore, CEO of
Atria Senior Living

โ€œIt was getting to a point where we had
so much information we couldnโ€™t use it
under our old system,โ€ Moore said. โ€œThis
centralized solution let us put it into a
single package.โ€
Sources:

An information system can even be used
to zoom in to a specific department
within a providerโ€™s company. For
example, Vi, a high-end senior living

http://seniorhousingnews.com
www.atriaseniorliving.com
CUSTOMER NEWSLETTER | October 2013

4

Release 4.3.4
by Irina Goleva

CXO-Cockpit 4.3.4 release notes
As of release 4.3.4 we are introducing the
concept of Linked Objects and the new
user role of Report Builder. These two
new functionalities are closely related to
each other and allow you to create and
maintain reports in a more flexible and
efficient way.
1. Linked Objects
Letโ€™s start with Linked Objects Concept:
Have you ever considered cleaning up
your report lists, because there appears
to be too many?
As often happens, some of the lists are
only used in a particular report and never
come in handy again. A vivid example can
be a report within Multiple Bars & Lines
template. For such a report, you might
need to create 6 lists for the bars and 6
lists for the lines. At the same time, you
might need to create a particular format
for the bars and for the lines. Very often
these lists and formats will be used only
within this report and overcrowd the
Maintain Lists menu.
Linked Objects Concept allows to create
private objects, which are linked to a
particular report. By linked objects we
mean lists, drill lists and formats.

Create a User Group with the Report Builder role

These objects will not be found in public
maintenance menus, such as Maintain
Lists, unless necessary.
Once the report is deleted, these objects
will be gone as well. If required, linked
objects can be made public. In this case
the Administrator publishes the linked
objects.
This concept helps you to keep your main
Maintain Lists menu in order and
facilitates the report maintenance
process.

In the Report Parameters Panel an additional button
โ€˜Linked listsโ€™ is available for Report Builder

2. Report Builder
The other new functionality, available as
of release 4.3.4 is closely related to the
Linked Objects. It is the new user role of
Report Builder. We have added this role
to the already existing Administrator and
Viewer user roles.

The special feature behind the Report
Builder role is that they can only build
reports by either reusing public objects or
creating their own linked objects. The
Administrators will further decide if they
want to make Report Builderโ€™s reports
and linked objects available to the wider
user audience.
While the Report Builder can fully
concentrate on creating reports,
Administrator can be busy with other
important CXO-Cockpit activities such as
report maintenance, security and
integration management.

More detailed information on how to use
the new 4.3.4 functionalities can be
found on CXO-Cockpit Wiki page:
http://lib.cxo-cockpit.com/wiki/CXOCockpit_Reporting_Suite_4.3.4_Release
_Notes

FOR MORE INFORMATION
E: irina.goleva@cxo-cockpit.com
CUSTOMER NEWSLETTER | October 2013

5

FAST FACTS

CXO-VIEWER
APP

CXO-COCKPIT
APP

The CXO-Viewer app is an integral part of
CXO-Cockpit and allows users to use the
Cockpit without log-in. The CXO-Viewer app
is available on the iPad.

We provide CXO-Cockpit Reporting apps in
the iTunes store and Android Apps in the
Google Play store. These apps are available
to you to experience at firsthand how easy it
is to use CXO-Cockpit via a tablet or smart
The CXO-Viewer app has a simplified phone. In these apps a demo is included.
presentation mode that is distributed via a
secured URL.
The CXO-Viewer app is ideal for distributing
your month-end, quarter-end or flash results
to a larger audience. Users would not require
prior training and do not have to worry about
menu navigation or Point Of View (POV)
selections, because all relevant key financial
information is presented in a simple format.

NEW
CUSTOMERS

NEW CXO HQ
OFFICE
For the 4th time since our foundation in 2007
we have moved to a new and bigger office.
We recently moved from the 4th to the 10th
floor in the same building, more than
doubling our office space. All our contact
details remain the same, we have just
switched from Herculesplein #22 to #46. If
you happen to be around please feel free to
stop by and enjoy the view (and a cup of
coffee).

CUBE
CALCULATIONS

We are very pleased that the following Enrich CXO-Cockpit dashboards with Cube
customers have joined our community during Calculations! Watch the video on YouTube.
the past quarter: Rabobank (switched from
Hyperion to Tagetik), Inteva Products, Lucy
CXO-Viewer app functionality not only allows Switchgear, Hendrix Genetics and Shire
you to keep a list of previously viewed Pharmaceuticals.
Storyboards (typically to review previous
months StoryBoards), but also lets you store Welcome to the CXO-Cockpit user
them offline, so that you can review data community!
when no internet connection is available.
Please visit the customer section on our
More detailed information can be found on website for more details.
CXO-Cockpit Wiki page:
http://lib.cxocockpit.com/wiki/Viewer_App#Starting_the
_CXO-Viewer_App

CXO-Cockpit Head Quarters
Herculesplein 46
NL 3584 AA Utrecht
The Netherlands
Tel: 31 88 238 08 42
info @cxo-cockpit.com

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Cxo cockpit customer newsletter - october 2013

  • 1. Customer Newsletter October 2013 IN THIS ISSUE With this newsletter we want to give you the latest information about the CXO-Cockpit. You can meet us at: Mobile rollout considerations (p. 2) Best practices for mobile app security. You will find information about new features, best practices, new customers, a new software version, etc. Intuitive design version 5.0 (p. 2) Mobile strategy by Joost Vogelezang Why does a mobile strategy matter for your company? Gartner Research Vice President Phil Redman states: "The era of the PC has ended. Employees are becoming more mobile and looking for ways to still be connected wherever work needs to be done. The convenience and productivity gains that mobile devices bring are too tempting for most companies and their employees.โ€ According to Gartner, by 2017, 90% of the enterprise apps will be both desktop and mobile, up from 20% in 2013. (Gartner Predicts, 2012). During my conversations with you, our customer, I received a lot of questions regarding the usage of mobile devices in combination with your management information. Questions about the rollout, security, intuitiveness, etc. For many years CXO-Cockpit combines Mobile and Web-based reporting in one solution. In this newsletter you will find a great story from one of our customers, more information about the functionality of our mobile solutions, best practices security and an article about โ€œMobile rollout considerationsโ€. My contact details are: E: joost.vogelezang@cxo-cockpit.com M: +31 6 20 95 72 42 How data use is an operating game changer within Atria (p. 3) A great article from our customer Atria Senior Living! Release 4.3.4 (p. 4) Introducing Linked Objects and the new user role of Report Builder. Fast facts ยฉ ยฉ ยฉ ยฉ ยฉ (p. 5) CXO-Viewer app CXO-Cockpit apps New customers New office CXO HQ Cube Calculations
  • 2. CUSTOMER NEWSLETTER | October 2013 2 Mobile rollout considerations by Wouter Born As soon as companies want to access confidential information on mobile devices all sorts of questions come up. Questions like: ยฉ What additional security can we use to secure our mobile data? ยฉ Can we encrypt this data? ยฉ Does the app cache any of the reports? In order to answer these questions (since CXO-Cockpit is installed in most cases in your own environment) it often comes down to your own IT policies on how to deal with the connectivity to the CXOCockpit. Among our customers we see the following solutions for connectivity: 1. Apply SSL encryption and make the website publicly available This option is most used by non-public organizations and is probably the most user friendly option. The way it works is that all website traffic is encrypted using SSL, while the website is available publicly on the internet. SSL (Secure Sockets Layer) is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private and integral. SSL is an industry standard and is used by millions of websites. In case of the CXO-Cockpit the remote user just needs to log in to the CXOCockpit app with his user name and password to get access to the dashboards. It is recommended to enforce a complex password policy to avoid passwords like โ€œWelcomeโ€. 2. VPN connection Using a VPN connection, sometimes in combination with SSL, is widely used by public organizations. A Virtual Private Network (VPN) extends a private network across a public network, such as the Internet. It enables a computer to send and receive data across shared or public networks as if it were directly connected to the private network, while benefiting from the functionality, security and management policies of the private network. The user needs to have the correct VPN software and account details on his mobile device in order to login to the corporate network. Once connected to the network via VPN the user can start the mobile app and login to CXOCockpit. With this security level it is for example still possible to use an iPad during the board meeting. This option is very secure, but also limited. Additional features The CXO-Cockpit provides a number of additional features to make the mobile usage more secure: ยฉ Mobile usage can be switched off at server level ยฉ Mobile usage can be switched off/on per user ยฉ The โ€œRemind my passwordโ€ function can be disabled at server level ยฉ None of the reports viewed with the CXO-Cockpit app are cached on the mobile device 3. No remote connectivity FOR MORE INFORMATION Some companies decide to use the CXOCockpit mobile app only within the company building. The user can then only access CXO-Cockpit reports on their mobile device when connected to company WIFI. E: wouter.born@cxo-cockpit.com Intiuitive Design We are making good progress on the development of our new CXO-Cockpit version 5.0. In the design of this new version we have given much attention to the intuitiveness of the user interface; as long as users can complete the tasks they want without interruption and thought, itโ€™s all good. Good intuitive design is invisible and non-intuitive design is a disruptor. Since intuitive design is invisible, users will not actually appreciate it (since they wonโ€™t even notice it) โ€“ but they will immediately take notice if it is not there. That is why we find this subject very important.
  • 3. CUSTOMER NEWSLETTER | October 2013 3 Investment Center (NIC) conference in Chicago on Thursday. Having an information system in place can help centralize various pieces of data being recorded throughout the community into one singular platform, said John Moore, CEO of Atria Senior Living. Atria Senior Living is one of our customers using the CXO-Cockpit mobile apps. In this article the CEO (John Moore) explains how data use is an operating game changer within Atria by using CXOCockpit! Company details Atria Senior Living offers much more than a place for older people to live. They build vibrant senior living communities that offer companionship, comfort and a wide selection of community events that match individual interests. ยฉ Atria owns or operates more than 125 communities in 27 states ยฉ Atria employs approximately 9,000 professionals nationwide ยฉ Atria communities are home to more than 14,000 seniors Senior Living CEOs Say Data Use is Operating Game Changer In an increasingly competitive marketplace, senior living providers are seeing data, collected throughout their communities, is driving their ability to manage through the competition. CEOs say data collection and analysis is a major game-changer when it comes to operating efficiencies, but it also means finding solutions to managing it. Information systems are critical in providing a data-driven understanding of a communityโ€™s operations, agreed a panel of senior living CEOs and executives during the 23rd National provider uses an HR database to track and manage employee information. Viโ€™s Human Resources Information Systems (HRIS) is only one of the technologies that have helped run the providerโ€™s business more efficiently, says company President Randy Richardson. An operator of 140-plus generally assisted living licensed communities in 28 states, Atria has committed roughly $15 million to information systems over the last five years. โ€œAs a data-driven organization, we needed to automate and streamline the way we obtain information,โ€ Moore said. The solution became a software called CXO-Cockpit, a tablet-driven application that sits on top of Atriaโ€™s current database management system, allowing the provider to do away with its old ways of dropping information into a number of Excel files. CXO-Cockpit enables Atria staff at both the executive level and those working within the communities, to view data such as rent rolls and expense reports across different operational segments. Expense reports related to food costs, maintenance, as well as sales activity that records tour inquiries can be accessed within the one software tool. This allows the communityโ€™s executive directors to have access to an array of information, said Moore. The HRIS has effectively made the company greener by eliminating paper use in employee record reporting, Richardson said. The system employs various dashboards that a providerโ€™s HR department can use to look at key metrics such as staff turnover, even โ€œIโ€™m a big believer that if you measure something and put that out in front of people, they start to look at that,โ€ Richardson said. As healthcare reforms increase the need for organizations to track and improve the quality of care they provide, information systems look to play a critical role in a providerโ€™s survival within the shifting healthcare environment. โ€œThere are a bunch of smarter web developers and user tools out there, and itโ€™s getting better and better every day,โ€ said Moore. โ€œSenior living isnโ€™t rocketscience. There are a lot of moving parts, but knowing those parts is the name of the game.โ€ John Moore, CEO of Atria Senior Living โ€œIt was getting to a point where we had so much information we couldnโ€™t use it under our old system,โ€ Moore said. โ€œThis centralized solution let us put it into a single package.โ€ Sources: An information system can even be used to zoom in to a specific department within a providerโ€™s company. For example, Vi, a high-end senior living http://seniorhousingnews.com www.atriaseniorliving.com
  • 4. CUSTOMER NEWSLETTER | October 2013 4 Release 4.3.4 by Irina Goleva CXO-Cockpit 4.3.4 release notes As of release 4.3.4 we are introducing the concept of Linked Objects and the new user role of Report Builder. These two new functionalities are closely related to each other and allow you to create and maintain reports in a more flexible and efficient way. 1. Linked Objects Letโ€™s start with Linked Objects Concept: Have you ever considered cleaning up your report lists, because there appears to be too many? As often happens, some of the lists are only used in a particular report and never come in handy again. A vivid example can be a report within Multiple Bars & Lines template. For such a report, you might need to create 6 lists for the bars and 6 lists for the lines. At the same time, you might need to create a particular format for the bars and for the lines. Very often these lists and formats will be used only within this report and overcrowd the Maintain Lists menu. Linked Objects Concept allows to create private objects, which are linked to a particular report. By linked objects we mean lists, drill lists and formats. Create a User Group with the Report Builder role These objects will not be found in public maintenance menus, such as Maintain Lists, unless necessary. Once the report is deleted, these objects will be gone as well. If required, linked objects can be made public. In this case the Administrator publishes the linked objects. This concept helps you to keep your main Maintain Lists menu in order and facilitates the report maintenance process. In the Report Parameters Panel an additional button โ€˜Linked listsโ€™ is available for Report Builder 2. Report Builder The other new functionality, available as of release 4.3.4 is closely related to the Linked Objects. It is the new user role of Report Builder. We have added this role to the already existing Administrator and Viewer user roles. The special feature behind the Report Builder role is that they can only build reports by either reusing public objects or creating their own linked objects. The Administrators will further decide if they want to make Report Builderโ€™s reports and linked objects available to the wider user audience. While the Report Builder can fully concentrate on creating reports, Administrator can be busy with other important CXO-Cockpit activities such as report maintenance, security and integration management. More detailed information on how to use the new 4.3.4 functionalities can be found on CXO-Cockpit Wiki page: http://lib.cxo-cockpit.com/wiki/CXOCockpit_Reporting_Suite_4.3.4_Release _Notes FOR MORE INFORMATION E: irina.goleva@cxo-cockpit.com
  • 5. CUSTOMER NEWSLETTER | October 2013 5 FAST FACTS CXO-VIEWER APP CXO-COCKPIT APP The CXO-Viewer app is an integral part of CXO-Cockpit and allows users to use the Cockpit without log-in. The CXO-Viewer app is available on the iPad. We provide CXO-Cockpit Reporting apps in the iTunes store and Android Apps in the Google Play store. These apps are available to you to experience at firsthand how easy it is to use CXO-Cockpit via a tablet or smart The CXO-Viewer app has a simplified phone. In these apps a demo is included. presentation mode that is distributed via a secured URL. The CXO-Viewer app is ideal for distributing your month-end, quarter-end or flash results to a larger audience. Users would not require prior training and do not have to worry about menu navigation or Point Of View (POV) selections, because all relevant key financial information is presented in a simple format. NEW CUSTOMERS NEW CXO HQ OFFICE For the 4th time since our foundation in 2007 we have moved to a new and bigger office. We recently moved from the 4th to the 10th floor in the same building, more than doubling our office space. All our contact details remain the same, we have just switched from Herculesplein #22 to #46. If you happen to be around please feel free to stop by and enjoy the view (and a cup of coffee). CUBE CALCULATIONS We are very pleased that the following Enrich CXO-Cockpit dashboards with Cube customers have joined our community during Calculations! Watch the video on YouTube. the past quarter: Rabobank (switched from Hyperion to Tagetik), Inteva Products, Lucy CXO-Viewer app functionality not only allows Switchgear, Hendrix Genetics and Shire you to keep a list of previously viewed Pharmaceuticals. Storyboards (typically to review previous months StoryBoards), but also lets you store Welcome to the CXO-Cockpit user them offline, so that you can review data community! when no internet connection is available. Please visit the customer section on our More detailed information can be found on website for more details. CXO-Cockpit Wiki page: http://lib.cxocockpit.com/wiki/Viewer_App#Starting_the _CXO-Viewer_App CXO-Cockpit Head Quarters Herculesplein 46 NL 3584 AA Utrecht The Netherlands Tel: 31 88 238 08 42 info @cxo-cockpit.com