embedded bi best practices: webinar slides

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Embedded BI Best Practices

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If you haven’t already embedded Business Intelligence (BI) functionality into your application, chances are, your competitors have an advantage. BI technology is becoming a common component of business applications used across all major job functions, departments and industries. Gartner predicts that within two years, 25 percent of analytics capabilities will be embedded in business applications, up from only five percent in 2010. If you haven’t already added embedded BI to your software, the time is now. Watch this Embedded BI Best Practices Webinar recording (https://www.youtube.com/watch?v=8BxPdco9ab8&feature=youtu.be), and view this slide deck, to discover how to successfully add an analytics module to your product suite, and dramatically enhance its salability and market value – minus the development stress you might expect. Delight your customers and build your brand – all while avoiding the strain of independently developing, maintaining and supporting an in-house BI module.

TRANSCRIPT

Page 1: Embedded BI Best Practices: Webinar slides

Embedded BI Best Practices

Page 2: Embedded BI Best Practices: Webinar slides
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What is embedded BI?

What is embedded BI?

Business Intelligence an applicationinside

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Why Embed Analytics?

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Added Value to Customers

Added Value to Customers

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Grow Revenue

Grow Revenue

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Expand your customer footprint

Expand your customer footprint

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Costly

Costly

1. 2. 3.

MoneyPersonnel / TimeOngoing support and maintenance

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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

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Customer Experience

Customer Experience

1. 2. 3.

Best PracticesRebrandingEvolving User Demands

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Before you embed

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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?

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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

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Data Access

Data Access

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

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Focus on Content and Insight

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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

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Tweet History Last 90 Days

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Select Based on Functional Fit

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The functional checklist

The functional checklist

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It's all about User Experience

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What to look for in UX?

What to look for in UX?

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Users want to engage with their data

Users want to engage with their data

Drill downDrill throughDrill anywhereAnalytic filtersTime slidersSeries Selection

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No ugly

Lets not make it ugly!

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Small footprint andplatform/device independent

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Technology Changes

Technology Changes

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Any platform, any device

Any platform, any device

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Choose the level of UI thatsright for you

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Demo

Demo

Javascript APIRebrandTight Integration

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Rebrand to increase useradoption

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Seamless Integration

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Single Sign-on

Single Sign-on

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Web Services Integration

Web Services Integration

Demo

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Maintain the integrity of yourdata security

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Report Security

Report Security

The BI App should not create any security gaps

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Plan for multi-tenancy

Plan for multi-tenancy

Reuse content across clients, but partition data

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Prepare data for reporting, nottransactions

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Optimize for reporting

Optimize for reporting

Ensure your reports arefast with the appropriatedata schema.

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Embedded Architecture

Embedded Architecture

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Data Quality Matters

Data Quality Matters

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Make it easy for your clients -prebuilt the metadata layer

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Ship with out of the box metadata

Ship with out of the box metadata

Get the foundations right

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Plan your deployment strategy

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The deployment checklist

The deployment checklist

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Skillset Checklist

Skillset Checklist

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Your BI Partner

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Pick your BI Partner Well

Pick your BI Partner Well

Its a relationship, not a transaction

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Embedded BI Best Practices

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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

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