Turn Data Into Decisions With the QT9 Business Intelligence Tool

Watch the latest Q-Cast on QT9 Business Intelligence 3.0

Updates unify QMS and ERP analytics in a single tool

Most organizations manage QMS and ERP analytics separately: one spreadsheet for supplier nonconformances, another for jobs and inventory, another for on-time delivery.

QT9 BI Tool breaks down those silos by making QMS and ERP data available in the same location, enabling greater cross-platform analytics in your dashboards.

Wise explains: “Instead of creating a siloed dashboard just on QMS audits or NCP records, now you can combine views with job and purchasing data from QT9 ERP.”

Some practical examples:

• Supplier quality vs purchasing performance

  Users can compare supplier nonconformance data from QT9 QMS with purchase order lines, delivery performance and material cost from QT9 ERP to see which suppliers drive the most defects and cost.

• Aging and expired inventory dashboard

  On the ERP side, a prebuilt “Aging and Expired Inventory” dashboard helps teams see how old stock is, what is expired and where to focus cleanup efforts.

• Change management visibility

  On the QMS side, a “Change Management” dashboard enables users to see which change controls are coming due, which approvers are outstanding and how records are distributed by status.

These dashboards give leaders a streamlined operational view across quality and operations in one system, rather than switching between software or maintaining a variety of spreadsheets.

BI Tool updates enable external connections

Instead of separate BI projects for each system, QT9 BI Tool can be the shared analytics layer for QMS, ERP and external sources. Wise outlines three additional data sources customers can pull into QT9 for advanced analytics:

1. Excel files
   Customers can upload structured Excel files as flat tables and use them in dashboards. That means teams can take a spreadsheet they already use and blend it with QMS or ERP data instead of re-creating it by hand.
2. MySQL databases
   QT9 BI can connect to a MySQL database to query operational or financial data outside QT9.
3. RESTful API endpoints
   Customers can connect any REST API that exposes data, such as CRM metrics from HubSpot or meeting data from tools like Fathom, and then report on that data alongside QT9 metrics.

New Query Builder for BI power users

One of the most exciting features of this BI Tool update is the Query Builder, a read-only SQL editor built into the tool.

Previously, dashboards were built from simplified data views provided by QT9. Customers could drag fields onto charts and tables, but could not directly query the underlying database.

With Query Builder, power users now can:

• Write read-only SQL queries against their QT9 QMS or ERP database
• Pull in the exact fields they need for complex scenarios
• Export data to Excel and share queries and query results with team members

For organizations with advanced analytics teams, this offers deeper, more granular control without leaving the QT9 environment.

Automated refresh for dashboards and live reports

Data freshness is a common BI challenge. Many tools depend on manual refresh steps or batch exports.

With the latest QT9 BI update users can set a refresh rate, for instance hourly or daily. The dashboard will automatically refresh according to user parameters. Reports pull live data each time they are run, so the result is a snapshot of current information without extra configuration.

This supports use cases like daily quality stand-ups, weekly operations meetings and management reviews where teams expect to see current metrics without rebuilding the views.

New BI Tool view-only portal

For users who only need to view dashboards and reports, QT9 has added a View Only option to the BI Tool configuration. This is ideal for teams on the shop floor or for dashboards displayed on TVs in production areas.

Reports and dashboards can be shared with specific users or teams, so each group sees only what is relevant. Sensitive data such as accounting dashboards can stay restricted to the right audience.

From raw data to meaningful metrics on day one

QT9 BI Tool offers many ways to turn raw data into an insightful dashboard that teams can use from day one.

1. Start with prebuilt dashboards and reports

When QT9 BI is enabled, customers immediately have:

• System default dashboards for QMS and ERP
• Standardized reports for common use cases, such as training delinquencies by department

For example, the Training Delinquencies by Department report shows which employees are overdue on training, how long they are overdue and which departments need attention. Larger organizations with thousands of training records can use this to stay on top of compliance without manual tracking.

2. White glove onboarding

Wise notes that many customers come to training with a specific module or process in mind, such as open nonconformances, aging CAPAs or department-level training status. The training team then helps turn that use case into a working dashboard.

When customers license the QT9 BI Tool, they automatically receive two training sessions that focus on:

• Teaching how the tool works
• Co-building first dashboards tailored to the customer’s modules, teams or processes

3. Copy and adapt system dashboards

Every prebuilt dashboard can be copied and edited. Customers can:

• Add new KPIs or charts
• See exactly how QT9 built the original dashboard
• Use system dashboards as templates for their own analytics

“The goal is for customers to see what can be done,” Riley explains, and then apply those patterns to their own modules and workflows.

With QT9 BI, customers can:

• Build a dashboard once with the KPIs and filters they need
• Reuse the same dashboard for different time periods, departments or sites
• Replace recurring exports, VLOOKUPs and manual reconciliations with live views
• Configure filters so teams can reuse a dashboard across departments or sites, switching context as needed.

That streamlined reporting aligns with survey findings that better data access can materially impact revenue and performance.

The new version of QT9 Business Intelligence is targeted for release in December 2025.

For launch updates, demos and pricing, QT9 customers can reach out directly to their customer success representative or visit the new QT9 BI web page to request a demo and learn more about its capabilities.