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Tracking Records in ERP

  • 21 December 2022
  • 5 replies
  • 133 views
M

I am trying to use Amplitude in a unique way here. We have an ERP solution that we manage and we want the ability to track records within Amplitude. The records we manage have varying status’s that we have built funnels around. As for users who login to the system, they can manage a multitude of records at a time.  Is this possible to do in Amplitude? if so, how have folks who have done this configured the funnel to track the records versus the users who are tracking the records. Any insight would be greatly appreciated.

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Best answer by Jacenda Davis 22 December 2022, 23:08

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Saish Redkar
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Userlevel 7
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Hey @markdusseau 

From what I understand, you want the records to be a entity on which actions can be tracked independently, right?

Account level reporting could be a possible way of approaching this - https://help.amplitude.com/hc/en-us/articles/115001765532#account-level-reporting

Hope this helps.

Saish | Need additional Amplitude help ? Book me on topmate.io/saish_redkar
M

Hey @Saish Redkar ,

 

Thank you for taking the time to get back to me.

 

I reviewed the article you shared and I dont believe its what I am looking for. I may have done a terrible job explaining my problem.

 

Here is my second attempt -
We have system admin who log in to our application and manage patients. Patients do not have access to the application. Instead, system admin manage patients throughout their service lifecycle. For example, they track and manage if patients submitted their health records, scheduled appointments, verified their insurance, etc. What we want to do is track patients across this predefined lifecycle. 

Currently, I am configuring Amplitudes Data Tables to get what we want but if there is a better solution I am all ears. 

 

Thank you!

Jacenda Davis
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Userlevel 3
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Hello @markdusseau Thanks for your question! Happy to help.

 

From what I understand, in your product you currently track actions taken by your system Admins and the actions represent the step the patient is at in their service lifecycle.You currently use the Funnel Analysis to analyze patient status (by looking at which events the Admins have logged for the patient’s service lifecycle so far) and are now trying to figure out how to count unique patients/users and track those user across the service lifecycle?

Is this understanding correct? 

 

If so, do you currently have a property or some identifier instrumented to track patients across the service lifecycle- like a patient ID property for example? If so, what you can do is build a funnel with the steps of the service lifecycle and hold constant the patient ID to see conversions where the patient ID is constant across all steps in the sequence. Then you can break your funnel results down by the patient ID on the last step of funnel to see how far each patient ID has made it through the sequence.

Here is documentation on the holding constant and broken down by features: https://help.amplitude.com/hc/en-us/articles/360054203872#h_01ET6K2HGVAFG1J3V3QM4D7CJC
https://help.amplitude.com/hc/en-us/articles/360054203872#h_01GKVV4JB8P8TZ1T3TQ27RP2G2 

Here is a demo funnel where we are looking at a sequence held constant by a content_id and broken down by the content_id value on the last step: https://analytics.amplitude.com/demo/chart/new/xnzfv9u 

Would this help solve for your use case?

I hope this helps!

-Jacenda 

Saish Redkar
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Userlevel 7
Badge +10

Thanks for jumping in @Jacenda Davis !

@markdusseau Thank you for elaborating your use case. I would go with the same approach that Jacenda outlined above.

Saish | Need additional Amplitude help ? Book me on topmate.io/saish_redkar
M

Yes @Jacenda Davis , thats exactly right! Thank you, i will work on the implementation this week and let you know if anything comes up. 

Thank you!

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