Collections and boards
Collections organize boards into the navigation your organization browses; a board holds the screens for one team or purpose.
How Mevisio works
Mevisio turns the data your operation already has into digital boards your teams work from every day. Read on as far as you need: how solutions are built, how data moves, how it is protected and where AI fits in.
From data to board
Every Mevisio solution is built from the same five layers. Scroll to put them together.
Show step
- 1 / 5
Data: where it lives and how it gets there
A data source holds your records, with the fields you define: output per shift, deviations, actions. Teams fill it through forms, and integrations bring data in from ERP systems, SQL databases, REST APIs and Excel files, so nobody has to retype it.
What you can set up
- The fields and their types: numbers, text, dates, people, choices from a list
- Rules that check values when a record is saved
- Which system to read from: SQL Server, MySQL, a REST API, Microsoft Graph or Monitor ERP
- Imports of CSV and Excel files, on a schedule in your own time zone
- Addresses where other systems send data, protected by API keys
- 2 / 5
Module: showing the data
A module is one element on screen, such as a chart, a KPI, a table, a form or a list. It reads a data source and shows it the way the team needs.
What you can set up
- The type: KPI, chart, table, form, cards and about 25 more
- Which records it shows, with filters and sorting
- Colors that follow the values, such as red below target
- What a click does: add or update a record, open another screen, export to Excel or PDF
- 3 / 5
Screen: laying out the modules
A screen places modules into one view: everything a team looks at together in its daily meeting, for example.
What you can set up
- Where each module sits and how much space it takes
- Row and column headings
- Shared settings, such as the team or period every module filters on
- Who can open it, and whether its data can be changed
- Whether it is shown when the board loops on a TV
- 4 / 5
Board: what the team opens
A board is a set of screens, such as SQCDP, improvements, 5S and skills, built up one at a time. Boards are grouped into collections, so each team, line and site finds its own, and the same board can be reused across them.
What you can set up
- Which screens it holds, and in which order
- Which collections it appears in, for each team, line or site
- Who is responsible, and who the members are
- Forms and lists for the mobile app
- Who can open it, and its time zone
- 5 / 5
Organization: making the information flow
Describe your organization as a tree of sites, departments, lines and teams. When records carry their unit, the same data serves every level: each team works from its own, the level above sees all of its teams together, and what is decided above, such as targets and priorities, reaches every team below. The boards can differ; the data underneath stays the same.
What you can set up
- The tiers and units of your organization
- Which unit each record and each person belongs to
- Boards that show one unit, or a unit and everything below it
- Role-based access: groups decide who sees and changes each collection, board and screen, down to single records
- A unit picker on the board, so each viewer finds their own team
The building blocks
Each part of a solution is a piece of configuration with its own reference in the Knowledge Hub.
Screens and modules
Screens lay out modules: KPIs, charts, tables, text, images, buttons and embedded web pages.
Data sources
Your data model: records with the fields you define, stored in Mevisio or read from an external system.
Forms and lists
Forms capture data in a structured way; lists hold the choices a form or filter offers.
Actions and timers
Actions do the work behind a button, a form or an event: send a message, update records, import a file. Timers run them on a schedule.
Code
Server-side JavaScript for calculations and business rules that go beyond configuration.
The modules
Modules are what teams see and work with on a board. Mix them freely: every module can be placed on any screen.
Follow up
Number
Key figures with a label, green or red against the target.
Chart
Bar, line, gauge and time series charts, colored by their values.
Time series
KPIs with a value for every week or month, side by side.
Table
Records in rows and columns, with colors set by the values.
Heat map
A grid of colored values that shows where problems cluster.
Andon
The status of every line, machine or station at a glance.
Safety cross
A day-by-day calendar in the shape of a cross, each day colored by its incidents.
Word cloud
The words that come up most often in your records.
Grid
Plan against actual, stock levels and arrows in a grid: a whole flow at a glance.
Plan and improve
Cards
Actions and ideas as cards that move between stages, kanban style.
Matrix
Cards placed in a matrix, such as by team and week.
X-matrix
Strategy deployment (Hoshin Kanri) in four linked quadrants.
Timeline
Plans and events on a scrollable, Gantt-style timeline.
Calendar
Day, week, work week, month and agenda views.
Checklist
Items to tick off: start-up checks, audits and routines.
Drop zone
Drop a card on it to take the next step, such as escalating or archiving.
Comments
A conversation attached to a record.
Capture and act
Form
Lets people enter data straight into a data source.
Feedback
Collects feedback from employees.
Button
Runs a command with one tap: add a record, open a screen, export.
Scan
Reads a barcode with a scanner and acts on the code.
Selector
Picks the day, week, month, quarter or year the screen shows.
Timer
A stopwatch, started and stopped with a tap.
Documents
Files shown as icons. Drop a file on it to add it.
Inform
Text
Headings, instructions and notes, with formatting.
Image
A photo, logo or layout drawing.
Video
A video from a link, such as YouTube.
Web page
Another web page or a Power BI report, embedded on the board.
Icon
An icon that marks a status or an area.
Clock
The current time.
QR code
A QR code made from a value, such as a link to open on a phone.
Build it your way
Five levels, from changing what a board shows to writing code. Each person works at the level that fits them, and administrators decide who gets which.
1. Adjust the board
For: Everyone on the team
Change what a board shows while you use it, without changing how it is built.
- Search, and pick the day, week, month or date range to show
- Filter on a team, line or site, or on a value from a list
- Change a module's settings, where the board offers them
- Add and update data through forms, cards and checklists
2. Lay out boards visually
For: Team leaders and super users
Build boards in the visual editor from ready-made parts, and set each one up through simple settings. No code.
- Start from template boards and screens
- Place ready-made modules on a screen and size them
- Set each module up through its inputs: what data, which colors, which labels
- Ready-made boards, screens, modules and data sources, grouped by use case
3. Configure the solution
For: Developer users
Shape the whole solution in the Configuration app: the data, the forms and the logic behind the boards.
- Data sources with your own fields and rules
- Forms and lists for entering data
- Actions and timers that send messages, update records and import files
- Collections and who can see what
4. Code and integrate
For: Developer users who code
Go beyond configuration with JavaScript, your own integrations and modules that others can reuse.
- Server-side JavaScript for calculations and business rules
- Connectors to databases and APIs, and endpoints other systems send data to
- Your own ready-made modules and templates, with inputs, for the visual editor
5. Build with AI
For: Anyone your administrators allow
Describe what you need in plain language, and let your AI build it: the vibe coding of digital boards.
- Boards, screens, data sources and code, built or changed from a description
- Works with the AI your organization already uses, through MCP
- Try changes in a sandbox before they reach the live account
AI and automation
Bring your own AI.
Mevisio connects to the AI your organization already uses, through the open Model Context Protocol (MCP) and OAuth 2.0 sign-in.
AI Insights
Ask your AI about your operational data: it reads and summarises records in Mevisio alongside the rest of your business context.
AI Developer
Describe a solution and let AI build or change the boards, data sources and logic behind it.
Under your control
AI access is off until an administrator turns it on, separately for reading and changing data and configuration.
Data and integrations
Your data in, your data out.
Some teams enter data straight into Mevisio. Others connect the systems they already run. Most do both.
Connectors
Read from SQL Server and MySQL databases, REST APIs (with OAuth 2.0 or basic authentication), Microsoft Graph and Monitor ERP.
Endpoints
Give other systems an HTTPS address or an email address to send data and events to, protected by API keys.
File import and timers
Import CSV and Excel files, and run imports, calculations and updates on a schedule.
Data out
Export tables and charts to Excel or PDF, call other systems' APIs, and send email, SMS, Slack and Microsoft Teams messages.
Security and operations
Built to be run by IT.
Mevisio runs as a cloud service. Your administrators decide who signs in, how, and what each person can see and change.
Hosting
Hosted on Amazon Web Services, in the EU or the US, with a separate environment for each region.
Sign-in
Single sign-on with SAML 2.0 or Microsoft Entra ID, multi-factor authentication, password rules and IP allowlists.
Permissions
User types and groups decide who can see and change what. Sandboxes let you try changes away from the live account.
Encryption and activity
All traffic is encrypted with TLS 1.2 or later, and sign-ins, configuration changes and data changes are recorded in an activity log.
Book a demo
Book a personalized one-on-one demo of our platform and discover how Mevisio can help you create custom boards, streamline your business operations, and empower your team to work more efficiently.
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