yellowfin embedded bi best practices
DESCRIPTION
If you’re a software developer, you’ve probably noticed that the enterprise software market is changing – rapidly. Keep reading; this isn’t a sales pitch. More organizations, from across more industries, are seeking the ability to track, measure and manage their business processes. They’re looking to report on, analyze and present their organizational data in a range of formats, to help identify trends and opportunities, and support fundamental decision-making. You can support that need by integrating reporting and analytics functionality into your existing software applications. And, you can do it painlessly, without having to spend all your time developing and supporting it. This type of capability, often referred to as embedded Business Intelligence (BI), can add 20% to 30% to your organization’s top line revenue, increasing profit margins in both the short and longer term. Simply put, it can add another layer of awesomeness to your product. In this Embedded BI Best Practices Webinar, presented by Yellowfin, you’ll learn how to: • Identify the BI features you require to successfully embed reporting and analytic capabilities into your existing software suite and exceed customer expectations • Take your new analytic module to market quickly and win new business • Successfully introduce BI to your customers and end-users in a way that stimulates interest, adoption and delivers value quickly “It’s no secret that demand for reporting and analytics capabilities has spread across enterprise, and even customer-oriented, software throughout almost all major industries,” said Yellowfin CEO, Glen Rabie. “However, a degree of mystery and confusion still obscures the processes and features required to effectively and efficiently integrate analytical functionality into existing software applications. “This Webinar will outline how to quickly enhance the value and salability of core product suites by adding an analytics module, whilst simultaneously avoiding stressful and common deployment, support and maintenance impediments.” - Yellowfin CEO, Glen RabieTRANSCRIPT
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Embedded Best Practices
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| Last Year
Yellowfin CEO, Glen Rabie
Senior Technical Consultant, Ivan Seow
Your presenters
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IntroductionThinking about embedded BI
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Why Embed an analytics solution?
1. Round out your app
2. Meet customer demand
3. Grow revenue
4. Expand your customer footprint
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Why not build it yourself?
Build or Buy?And other great ways to spend
your weekends
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Why not build it yourself?
1. Costly (money and personnel)
2. Ongoing support and maintenance
3. Reduce your time to market and time to action
4. Limited product functionality
5. Lack of agility: What happens when your needs change?
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FunctionalityBest Practices
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Best Practice #1
Select based on Functional Fit
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2 Types of BI
There is 2 types of Business Intelligence.
1.Analysis for and by the individual; versus
2.Productionised mass distribution of pre-defined analysis
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Think about the BI consumer
BI Consumers •Dashboards are not an Analyst tool
•A focus on what business users want and need
•Trying to figure out how your data actually gets used in organizations
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The functional checklist
Get the basics right:1.Dashboards
2.Ad Hoc Reporting
3.Meta-data layer
4.Scheduling
5.Mobile
6.Collaboration
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Best Practice #2
Its all about the user experience
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What to look for in UX
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• Drill Down
• Drill Through
• Drill Anywhere
• Analytic Filters
• Time Sliders
• Series Selection
Users want to engage with their data
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Lets not make it ugly!
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PlatformBest Practices
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Best Practice #3
Small footprint & platform independence
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Todays Session
Technology ChangesMake sure your BI solution does
not end up as eWaste
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Best Practice #4
Make sure its mobile
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Device Independence
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Integration & SecurityBest Practices
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Best Practice #5
Choose the level of UI integration that is right
for you
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Best Practice #5Loose v Tight IntegrationHow seamless can you go?
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Best Practice #6
Rebrand to increase user adoption
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Stand outYour brand has value to your customers
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Best Practice #7
Integrate authentication with single sign-on
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Single Sign-onMake it easy for users to access your reporting module
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Best Practice #8
Maintain the integrity of your data security
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Report SecurityThe BI app should not create security gaps
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Best Practice #9
Plan for multi-tenancy
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Partition your dataReuse content across clients but partition data
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DeploymentBest Practices
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Best Practice #10
Prepare your data for reporting not transactions
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Optimize for ReportingEnsure your reports are fast with
the appropriate data schema
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| Functional DeliveryData Quality Matters
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Best Practice #11
Make it easy for your clients – Prebuild your
meta-data
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Get the foundations rightShip with out of the box meta-
data for your customers
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Best Practice #12
Ship with relevant out-of-the-box content
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| Functional DeliveryWho is the dashboard for?
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Best Practice #13
Plan your deployment strategy
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Packaged DeploymentDeveloping is one thing getting out there another
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The deployment checklist
Get the basics right:1.Consulting & Training
2.Support Processes
3.Manage / Lockdown Your Content
4.Release Schedules
5.Install Packages
6.Upgrades
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Best Practice #14
Price to maximize sales
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Price parity is criticalMake it a tick the box item not a heavy negotiating point
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Best Practice #15
Pick your BI Partner well
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Your BI PartnerIts not a transactional relationship
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ConclusionQuestions
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| Last Year
@YellowfinBI
More Information
Yellowfin www.yellowfinbi.com
Feedback & [email protected]
Yellowfin LinkedIn User Group