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Embedded BI Best Practices: Webinar slides
The document outlines best practices for embedded business intelligence (BI), emphasizing the integration of analytics within applications to enhance customer value and drive revenue. It discusses key considerations such as understanding customer needs, optimizing user experience, and ensuring data security while maintaining a focus on content and insight. Additionally, it highlights the importance of careful planning in deployment and choosing the right BI partner.
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Embedded BI Best Practices: Webinar slides
- 1. Embedded BI BestPractices
- 3. What is embeddedBI? What is embedded BI? Business Intelligence inside an application
- 5.
- 6. Added Value toCustomers Added Value to Customers
- 7. Grow Revenue GrowRevenue
- 8. Expand your customerfootprint Expand your customer footprint
- 10. Costly Costly 1. 2. 3. Money Personnel / Time Ongoing support and maintenance
- 11. Longer time tomarket Longer time to market 1. 2. 3. Longer build time, less functionality Lack of agility (what happens when needs change?) Lose focus on core competency
- 12. Customer Experience CustomerExperience 1. 2. 3. Best Practices Rebranding Evolving User Demands
- 16.
- 17. Who is mycustomer? 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?
- 18. How will yougo-to-market? How will you go-to-market? 1. 2. 3. 4. 5. SaaS or On Premise or Combination Embedded revenue generating or add-on Embedded give-away Stand-alone white label Basic visualization embedded
- 19. Data Access DataAccess Where does the data live? Do people need to edit the data? Business calculations? Data workflows? Query Performance?
- 20. Focus on Contentand Insight
- 21. Your value isout-of-the-box content Your value is out-of-the-box content Start with the top 5 things each users needs to know everyday 85-90% of customers' needs should be met by content your team builds Do a little deep customisation as possible Lock down your default reports Tell a story
- 22. Tweet History Last90 Days
- 23. Select Based onFunctional Fit
- 24. The functional checklist The functional checklist
- 25. It's all aboutUser Experience
- 26. What to lookfor in UX? What to look for in UX?
- 27. Users want toengage with their data Users want to engage with their data Drill down Drill through Drill anywhere Analytic filters Time sliders Series Selection
- 28. No ugly Letsnot make it ugly!
- 29. Small footprint and platform/device independent
- 30.
- 31. Any platform, anydevice Any platform, any device
- 32. Choose the levelof UI thats right for you
- 33. Demo Demo JavascriptAPI Rebrand Tight Integration
- 34. Rebrand to increaseuser adoption
- 36.
- 37. Single Sign-on SingleSign-on
- 38. Web Services Integration Web Services Integration Demo
- 39. Maintain the integrityof your data security
- 40. Report Security ReportSecurity The BI App should not create any security gaps
- 41. Plan for multi-tenancy Plan for multi-tenancy Reuse content across clients, but partition data
- 42. Prepare data forreporting, not transactions
- 43. Optimize for reporting Optimize for reporting Ensure your reports are fast with the appropriate data schema.
- 44. Embedded Architecture EmbeddedArchitecture
- 45. Data Quality Matters Data Quality Matters
- 46. Make it easyfor your clients - prebuilt the metadata layer
- 47. Ship with outof the box metadata Ship with out of the box metadata Get the foundations right
- 48. Plan your deploymentstrategy
- 49. The deployment checklist The deployment checklist
- 50. Skillset Checklist SkillsetChecklist
- 51.
- 52. Pick your BIPartner Well Pick your BI Partner Well Its a relationship, not a transaction
- 53. Embedded BI BestPractices
- 54. Embedded BI BestPractice Summary Embedded BI Best Practice Summary 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Focus on Content and Insight Select based on Functional Fit Its all about the end user experience Small footprint and platform/device independent Choose the level of UI thats right for you Rebrand to increase user adoption Seamless integration with your app Maintain the integrity of your data security Prepare your data for reporting, not transactions Make it easy for your clients - prebuilt metadata layer Play your deployment strategy Pick your BI partner well