UniBoard

Connect your business systems and data in one platform

UniBoard is an integration and analytics platform that connects different business systems and data sources. It centralizes information from ERP and CRM systems, databases, spreadsheets, and APIs, synchronizes it in real time, and presents it through clear management dashboards.

Built for organizations that want to manage their data and business systems from one environment.

UniBoard dashboard overview screenshot
One Integration Environment

A unified data flow across different systems

Business information is often stored across ERP and CRM systems, databases, spreadsheets, and other applications. Managing these sources separately makes reporting more difficult and limits visibility into overall business performance.

UniBoard connects different data sources within one platform, enabling information to be centralized and managed in a more structured way.

UniBoard connected systems overview screen
ERP
CRM
Databases
Spreadsheets
APIs
Dashboards
All systems synchronized within one centralized environment
Key Benefits

Connect information and monitor indicators more clearly

Centralized data management

Bring together information from multiple systems in one management environment instead of reviewing each platform separately.

Access to current information

Keep information from connected systems updated through real-time synchronization.

A unified business view

Monitor key indicators from different sources through centralized dashboards.

More structured control

Manage connections, data sources, activity history, and approval-based processes from one platform.

Core Capabilities

Designed to work with different business systems

UniBoard connector and dashboard management screen

System and data source integration

Connect different data sources, including ERP and CRM systems, databases, spreadsheets, and APIs, to the UniBoard platform. The platform enables information stored across different systems to be brought together within one environment.

Connector management

Manage connections created for different systems and data sources from one section. Monitor connection status and keep the systems used by the organization under centralized control.

Real-time data synchronization

Keep information from connected systems updated in real time and reflected accurately within the platform. This enables management teams to monitor changes without delay.

Dashboard creation and management

Create dashboards that bring together different business indicators and data sources. Dashboards can be configured around organizational needs.

Data source management

Manage data sources connected to the platform from one section. Monitor the connection status and role of each source within the system.

Operation monitoring

Track processes and operations carried out through the platform from one management center. This helps keep activity under more structured control.

Approval process management

Track and manage operations that require approval through one centralized queue. Users can review approval processes assigned to them.

History and system logs

Review the history of connections, data updates, and operations performed within the platform. System logs support activity review.

User and role management

Manage user access and permissions through role-based controls. Each user receives access only to information relevant to their responsibilities.

Integration Capabilities

Connect the systems your organization already uses

UniBoard is designed to work with systems and data sources across different categories.

ERP systems
CRM platforms
Accounting systems
Databases
Excel and spreadsheet files
Cloud-based spreadsheet platforms
REST APIs
GraphQL
Analytics and communication systems

Integration capabilities are defined according to the systems used by the organization and its technical requirements.

Dashboards & Analytics

One view of key business indicators

UniBoard brings together information from different systems in dashboards, enabling organizations to monitor key indicators within one environment. The information presented is configured according to the organization's activities and requirements.

Financial indicators
Sales data
Customer activity
Order and operational indicators
Account and payment information
Results by data source
Other organizational indicators
UniBoard dashboards and analytics screen

Sources

6 connected

Sync rate

99.2%

Alerts

2 pending

Role-Based Management

Relevant information and functions for every user

UniBoard uses role-based access to manage how users interact with information and functions across the platform.

Users can view only the dashboards, data sources, and operations relevant to their responsibilities and access level, supporting data security and a more appropriate working environment for each team.

UniBoard role-based access screen

Administrator

Manages system-wide configuration, connections, and user access.

Dashboard viewer

Monitors indicators and dashboards relevant to their team.

Data steward

Oversees data sources, connectors, and synchronization status.

Approver

Reviews and manages operations awaiting approval.

How It Works

From system connection to unified management

01

Identify data sources

Identify the ERP and CRM systems, databases, spreadsheets, and other platforms used by the organization.

02

Connect systems to the platform

Connect data sources to UniBoard through suitable connectors and integration methods.

03

Synchronize information

Transfer and update information from connected systems in real time.

04

Configure dashboards

Select important indicators and present them through dashboards configured for the organization.

05

Monitor data and processes

Manage data sources, indicators, operations, and approval processes from one platform.

Who It Is For

For organizations using multiple business systems

Medium and large organizations

Bring together information from systems used by different departments within one platform.

Finance and management teams

Monitor financial and operational indicators centrally using current information.

Sales and customer teams

Connect CRM data and other system information with broader business indicators.

Analytics and reporting teams

Create a more structured reporting environment by reducing manual data collection.

Information technology teams

Monitor system connections, data sources, and activity history from one management environment.

Why UniBoard

A unified business view instead of disconnected systems

Centralized information

Bring together information stored across different systems within one platform.

Integration across systems

Create connections between ERP and CRM systems, databases, spreadsheets, and APIs.

Current information

Work with updated information through real-time synchronization.

Configurable dashboards

Monitor important organizational indicators through dashboards configured around specific requirements.

Role-based control

Manage user access to information and functions according to responsibilities and permissions.

AZENROB support

AZENROB supports requirements analysis, platform configuration, system connection, and ongoing technical support.

Implementation Process

Configured around your existing systems

01

Requirements analysis

Identify the systems, data sources, and management indicators used by the organization.

02

Integration planning

Define the appropriate integration approach for the systems and data flows to be connected.

03

System connection

Connect data sources to the platform using connectors and suitable integration methods.

04

Dashboard configuration

Build management dashboards and indicators according to the organization's requirements.

05

User and role configuration

Define users and access permissions in line with the organizational structure.

06

Technical support

Monitor connections and platform performance, and implement improvements as new requirements emerge.

FAQ

Frequently asked questions

UniBoard is designed to integrate with ERP and CRM systems, databases, spreadsheets, APIs, and other business platforms. Specific integration capabilities are defined according to the systems in use.

Get Started

Bring your business data together in one platform

Use UniBoard to centralize information from different systems, monitor current indicators, and gain a clearer view of business operations.