Introduction

The Fiserv Nautilus Reporting and Analytics: Extracting Business Insights course is designed to help professionals leverage the reporting and analytics capabilities within the Fiserv Nautilus Enterprise Content Management (ECM) platform. Participants will learn how to generate actionable insights from stored content, monitor workflow performance, and create visual reports that support data-driven decision-making. The course emphasizes using Nautilus reporting tools to optimize operational efficiency, ensure compliance, and improve organizational transparency.

Prerequisites

• Completion of Fiserv Nautilus Fundamentals or equivalent experience

• Basic understanding of ECM processes and workflow management

• Familiarity with data analysis and reporting concepts

Table of Contents

1. Introduction to Nautilus Reporting and Analytics
 1.1 Overview of Reporting and Analytics in ECM
 1.2 Business Value of Data-Driven Insights
 1.3 Key Features of Nautilus Reporting Tools

2. Understanding the Nautilus Reporting Architecture
 2.1 Components of the Reporting Framework
 2.2 Data Sources and Report Repositories
 2.3 Integration with External BI Tools

3. Creating and Managing Reports
 3.1 Using the Nautilus Report Designer
 3.2 Building Standard and Custom Reports
 3.3 Scheduling, Exporting, and Distributing Reports

4. Working with Query and Data Filters
 4.1 Constructing Queries for Targeted Data Extraction
 4.2 Applying Filters and Parameters
 4.3 Managing Large Data Sets and Report Optimization

5. Workflow and Process Performance Reporting
 5.1 Monitoring Workflow Metrics and KPIs
 5.2 Analyzing Process Bottlenecks and Trends
 5.3 Visualizing Operational Performance

6. Document and Content Analytics
 6.1 Measuring Document Usage and Retrieval Patterns
 6.2 Tracking Content Volume, Age, and Access History
 6.3 Identifying Opportunities for Content Optimization

7. Compliance and Audit Reporting
 7.1 Generating Compliance Reports for Regulatory Needs
 7.2 Monitoring User Activity and Access Logs
 7.3 Maintaining Audit Trails and Evidence for Review

8. Integrating Nautilus Data with Business Intelligence Systems
 8.1 Connecting Nautilus Data to BI Platforms (e.g., Power BI, Tableau)
 8.2 Data Extraction via APIs and Connectors
 8.3 Building Dashboards for Executive Reporting

9. Automation and Alerts in Reporting
 9.1 Setting Up Automated Report Triggers
 9.2 Creating Notification Rules and Alerts
 9.3 Ensuring Report Accuracy and Timeliness

10. Best Practices for Data Visualization and Reporting
 10.1 Designing Clear and Insightful Reports
 10.2 Ensuring Data Security and Accuracy in Reports
 10.3 Case Studies: Using Nautilus Reports for Business Impact

The Fiserv Nautilus Reporting and Analytics: Extracting Business Insights course empowers participants to transform raw ECM data into meaningful, actionable insights. By mastering Nautilus reporting tools, workflows, and integration techniques, learners can drive data-informed decisions, enhance productivity, and support continuous improvement across their organization.