Publish
Automatic delivery of reports and information to stakeholders
Why using Publisher
is a great option?
Deep History Analysis
CFO wants to compare 2024 vs 2019 performance (5 years ago)
Without Data Lake:
2019 data was archived or deleted. Manual analysis via PDF is impossible.
With Data Lake:
2019 data centralized in the portal. Historical query returns in 3 seconds.
INSIGHT:
2024 margin (18%) identified as equal to 2019. Fast and safe decision.
Zero Version Control
Client receives multiple files and loses the reference of truth
CLIENT ASKS:
"Which is the correct version? I received 3 files."
REAL COST:
Confusion, loss of trust, and time spent answering requests.
Sensitive Data Leaking
You send PDF with data to Client A. PDF contains:
RISK:
GDPR, breach of confidentiality, and competitive loss.
Customer Experience (UX)
I give access to our system for the client to access dashboards.
RISK:
Bad experience + unnecessary extra licenses.
White-label data portalfor your external clients
Interactive external dashboards
You publish a specific dashboard for external access via link. Client accesses via browser. Data always updated. Full interaction (filters, drill-down).
Zero BIMachine login. Zero PDF. Zero email.
Distributor A link
Filter: Only data from A
Distributor B link
Filter: Only data from B
Distributor Z link
Filter: Only data from Z
Automatic filters per client
You have 50 distributors. Each should see only their data.
Create 50 different dashboards manually? Impossible.
With Publish - you configure ONCE:
"Sales Dashboard → Publish for distributors
Filter: Distributor = Distributor South"System automatically generates 50 links.
One dashboard, multiple personalized views.
Impossible for Distributor A to see B's data. Total isolation.
Full white-label
Client accesses portal and sees YOUR brand, not BIMachine.
Logo and colors
Upload your logo, define color palette
Custom domain
reports.yourcompany.com.br (not bimachine.com)
Custom messages
Title, footer, contact - all with your brand
Client doesn't know it's BIMachine behind.
Thinks it's your proprietary system.
Level 1 - Who accesses
Level 2 - What they see
Granular access control
You define exactly who accesses, what they see, and what they can do.
Level 3 - What they can do
Total control. You decide exactly what the external client can do.
Always updated
(zero manual sending)
Published dashboard updates on its own. Client always sees latest data. You never send PDF manually again.
Automatic update
Always fresh data, zero manual work
Use cases by segment
Industry → Distributors
80 regional distributors
1 published dashboard with automatic filter = 80 unique links. Each distributor sees only their data.
RESULT:
20h/month savings of manual work
Agency → Clients
30 digital marketing clients
30 white-label portals with Google Ads + Facebook + Analytics data. Client sees real-time data.
RESULT:
Agency positions as tech-forward
Holding → Group Companies
12 invested companies
1 portal for holding CEO (consolidated) + 12 portals for invested CEOs (each sees their company).
RESULT:
Centralized governance with autonomy
Franchisor → Franchisees
120 units
120 portals with ranking and benchmark. Franchisees engaged tracking data daily.
RESULT:
Reduction of call center (fewer number requests)
Advanced features
Embedding
Incorporate dashboards into YOUR system/site via iframe. Client doesn't leave your environment.
Single Sign-On (SSO)
Client logs into YOUR system → Accesses dashboard automatically. SAML/OAuth integration.
Dynamic Embed APIs
Generate Publish links programmatically via API. Thousands of automatic links.
Link Expiration
Link expires after X days. Client cancels = automatic access revocation.
Access Audit
Who accessed, when, how long, what filters used, exported data?
Row-Level Security
Filters applied at database level. Impossible to bypass via malicious API.
GDPR Compliance
Total control: instant revocation, access history, right to be forgotten.
IP Whitelist
Dashboard only accessible from specific IPs. Ideal for corporate clients.
Implementation
Day 1: Initial Setup
- White-label configuration (logo, colors, domain)
- SSL certificate for custom domain
- Authentication configuration (SSO if necessary)
Day 2: Publication
- Dashboard selection to publish
- Automatic filter configuration
- Permission definition and link generation
Day 3: Go-Live
- Pilot tests with selected clients
- UX/layout adjustments
- Link distribution to full base
Transform data into
premium service for your clients
Strategic AI Diagnosis
Mapping of current analytical maturity- Identification of concrete opportunities for AI use in your area
- Prioritization of initiatives based on impact and feasibility
- Guidance on structure, tools and necessary integrations
Free Trial 14 Days
- Full platform + active Ada.IA
- Integration with your data sources
- BIMStore Templates
- Dedicated technical support in English
- No card, no commitment
Speak with one of our specialists
- Quick 30-minute schedule
- Overview and identification of opportunities
- Clear your doubts about the platform