embedded bi best practices: webinar slides

Embedded BI Best Practices

What is embedded BI?

What is embedded BI?

Business Intelligence an applicationinside

Why Embed Analytics?

Added Value to Customers

Added Value to Customers

Grow Revenue

Grow Revenue

Expand your customer footprint

Expand your customer footprint

Costly

Costly

1. 2. 3.

MoneyPersonnel / TimeOngoing support and maintenance

Longer time to market

Longer time to market

1. 2.

3.

Longer build time, less functionalityLack of agility (what happens when needschange?)Lose focus on core competency

Customer Experience

Customer Experience

1. 2. 3.

Best PracticesRebrandingEvolving User Demands

Before you embed

Who is my customer?

Who is my customer?

1. 2. 3. 4. 5. 6.

What are your customers biggest problem?Can the data you generate help solve them?What questions can the data answer?How do your customers consume data?How will you sell this to them?Analyst vs pre-defined reports?

How will you go-to-market?

How will you go-to-market?

1. 2. 3. 4. 5.

SaaS or On Premise or CombinationEmbedded revenue generating or add-onEmbedded give-awayStand-alone white labelBasic visualization embedded

Data Access

Data Access

Where does the data live?Do people need to edit the data? Business calculations? Data workflows? Query Performance?

Focus on Content and Insight

Your value is out-of-the-box content

Your value is out-of-the-box content

Start with the top 5 things each usersneeds to know everyday85-90% of customers' needs should bemet by content your team buildsDo a little deep customisation aspossibleLock down your default reportsTell a story

Tweet History Last 90 Days

Select Based on Functional Fit

The functional checklist

The functional checklist

It's all about User Experience

What to look for in UX?

What to look for in UX?

Users want to engage with their data

Users want to engage with their data

Drill downDrill throughDrill anywhereAnalytic filtersTime slidersSeries Selection

No ugly

Lets not make it ugly!

Small footprint andplatform/device independent

Technology Changes

Technology Changes

Any platform, any device

Any platform, any device

Choose the level of UI thatsright for you

Demo

Demo

Javascript APIRebrandTight Integration

Rebrand to increase useradoption

Seamless Integration

Single Sign-on

Single Sign-on

Web Services Integration

Web Services Integration

Demo

Maintain the integrity of yourdata security

Report Security

Report Security

The BI App should not create any security gaps

Plan for multi-tenancy

Plan for multi-tenancy

Reuse content across clients, but partition data

Prepare data for reporting, nottransactions

Optimize for reporting

Optimize for reporting

Ensure your reports arefast with the appropriatedata schema.

Embedded Architecture

Embedded Architecture

Data Quality Matters

Data Quality Matters

Make it easy for your clients -prebuilt the metadata layer

Ship with out of the box metadata

Ship with out of the box metadata

Get the foundations right

Plan your deployment strategy

The deployment checklist

The deployment checklist

Skillset Checklist

Skillset Checklist

Your BI Partner

Pick your BI Partner Well

Pick your BI Partner Well

Its a relationship, not a transaction

Embedded BI Best Practices

Embedded BI Best Practice Summary

Embedded BI Best Practice Summary

1. 2. 3. 4. 5. 6. 7. 8. 9.

10. 11. 12.

Focus on Content and InsightSelect based on Functional FitIts all about the end user experienceSmall footprint and platform/device independentChoose the level of UI thats right for youRebrand to increase user adoptionSeamless integration with your appMaintain the integrity of your data securityPrepare your data for reporting, not transactionsMake it easy for your clients - prebuilt metadata layerPlay your deployment strategyPick your BI partner well