The new era of remote management
Manage your business with the confidence of reliable information.
A complete digital transition for companies, featuring advanced dashboards, strategic KPIs, and personalised advisory.
Make confident decisions from anywhere in the world.
Who is this solution for
If you are a manager, investor, or business owner, you know that managing without information leads to a lack of visibility and delayed decisions.
With Value’s Digital Transition, you gain more than technology: you gain strategic control, supported by real, up-to-date data interpreted by experts.
What sets us apart
Tech companies deliver dashboards. Consulting firms deliver plans.
Value delivers results with a custom-designed management model supported by advanced technology, critical KPIs, and a team experienced in data and strategy.
This combination transforms the way you monitor and manage your operation in Portugal.
Our approach includes:
- Data modeling aligned with business objectives
- Automated processes for reporting and alerts
- KPIs tailored to your industry, maturity, and strategy
- Ongoing consulting included in your subscription
How it works
Transforming your business management with data doesn’t have to be complicated.
With our approach, in just 3 steps you’ll have access to smart dashboards and ready-to-use indicators.
Try it before you decide
how the Value platform works in practice. Explore real examples of interactive dashboards, testable on your computer or phone, and discover how clear data can transform the way you make decisions.
These demos are sample versions, designed to showcase the types of visualizations, interactions, and insights you can access after integration with your ERP.
Explore a demo of Sales Vision, featuring real-time interactive KPIs and segmentations.
Access the available examples below:
- View financial demo (desktop)
- View Accounts Receivable demo (desktop)
- Explore sales-optimized layout (deskop)
Ready to try it with your own data?
Compatible with your ERP
Our technology already integrates with the main ERPs used in Portugal, including:
- Cegid PHC
- Primavera
- Sage
- Wintouch
- SYSDEB MSS
- Excel files and other formats
If you use a different system, we’ll adapt the integration with the support of our technical team or in partnership with your provider.
Security and privacy as a priority
At Value, we take the security of your data very seriously.
Each client operates in a fully isolated environment. Data is inaccessible to third parties, and only users within your company with specific permissions can access relevant information.
Access is protected by strong passwords and may include two-factor authentication (2FA), as well as additional mechanisms that ensure only authorised users can access the platform. Internally, sessions are managed with multiple layers of security to safeguard the confidentiality of your information.
The infrastructure uses advanced encryption for data transmission and dedicated servers with firewalls, antivirus protection, and continuous updates. Once processed, data is hosted within Microsoft’s infrastructure, which complies with the highest international security standards (ISO 27001, 27701, SOC, among others).
Technical access is restricted to the essential team responsible for service operation and maintenance, with full logging and control. We ensure GDPR compliance, ethical practices, and a total commitment to the confidentiality of your information.
What our clients say
Entrepreneurs and managers with operations in Portugal have trusted Value to gain visibility, control, and strategic support, even from a distance.
These testimonials reflect the real impact of our solution on the day-to-day management of their businesses.
Results that speak for themselves
The numbers don’t lie. These are concrete examples of how Value’s Digital Transition has helped companies improve visibility, reduce manual effort, and make faster, more confident decisions.
Industry with a decentralized operation
An industrial company headquartered in Northern Europe was struggling to monitor the performance of its Portuguese unit remotely.
With Value’s Digital Transition, it gained access to daily-updated operational and financial dashboards, along with automated alerts for performance deviations.
Result: eliminated 12 weekly hours of manual reporting and reduced response time to critical production issues by 40%.
Growing commercial distributor
A distribution group with its finance team based in Spain had limited visibility over the commercial performance of its team in Portugal.
Value integrated sales and budget data into a comparative dashboard by salesperson, product, and region.
Result: quickly identified low-performance areas and adjusted commercial incentives, recovering 7% of gross margin in just two months.
Foreign investor with a local subsidiary
A foreign investor with multiple holdings in Portugal wanted to assess the reinvestment potential of one company.
With Value’s support, they received financial and cash flow dashboards with forecasts based on historical and current data.
Result: the expansion decision was made based on solid data, leading to 18% growth in the following quarter.
These are just a few examples where the combination of smart dashboards and strategic support has transformed the way our clients make decisions with more data, more confidence, and better results.
Plans and Pricing
A solution tailored to your reality.
Our plans are designed to grow with your business.
Start with the essentials, scale smartly, and always keep control in your hands, with real data and support from experts who know the local landscape.
All prices shown are subject to VAT at the legal rate in force in Portugal.
Consult the full commercial brochure
Find out in detail what is included in each plan and how our Digital Transition solutions can be tailored to your business.
Why it makes sense to move forward now
Managing with data means avoiding waste, anticipating risks, and aligning your team with the right goals.
How much does it cost to make unclear decisions?
- Decisions based on instinct instead of data
- Team misalignment
- Lack of predictability and control
Making decisions without data costs more than any investment in Business Intelligence technologies.
Real value technology with no budget surprises
- Scalable technology
- Continuous updates
- Ready-to-use dashboards
- Ongoing consulting
All of this, for a fixed and predictable monthly fee, designed to grow with your business.
You may be eligible for Digital Transition support
Many of our clients benefit from government incentives, such as the Digitalization Voucher or other programs.
The Value team supports the entire process, from the initial assessment to application submission.
Frequently Asked Questions (FAQ)
Moving forward with Digital Transition isn’t just about buying a tool. It’s about adopting a new way of leading.
These are the most common questions we receive from managers like you.
Yes. The dashboards can be custom-designed based on your activity, internal structure, and strategic objectives. With the initial design, we define the right KPIs for your context.
Absolutely. Our solution is compatible with the main ERPs in Portugal (Cegid PHC, Cegid Primavera, Sage, Wintouch), and we can integrate with any other system via API, database, or file.
You will receive direct support from our customer service team for resolving technical issues when using the technology.
No problem. The initial modeling includes cleaning, structuring, and reorganizing your data. If needed, we can also perform massive data updates to speed up the first insights (upon quotation).
- Financial, commercial, operational, and KPI dashboards
- Ongoing consulting with an experienced manager
- Technical support and regular updates
- Initial data assessment and modeling
- Secure remote access to the platform from any device
No. We believe in the ongoing value of our solution. You can cancel at any time with 30 days’ notice, although most of our clients choose to deepen their use of the platform over time.
Not necessarily. Our team handles the initial setup and integration. If you have an internal team, they can be involved or we can work with your provider, but the process is designed to be simple.
Usually between 10 to 20 business days after data validation. Depending on the complexity of the operation, it can be faster.
Yes. We use cloud computing technology with high security standards (Microsoft Azure). Data can be encrypted and segmented by company, user, and access level.
Absolutely. The platform is modular. You can add more dashboards, KPIs, or business units as your company grows, with continuous support for that expansion.