visualize all your enterprise data from within sugar crm

Visualize ALL Your Enterprise Data

From Within SugarCRMIntricity and Logi Analytics

Reporting in Sugar…

• SugarCRM provides easy to

use reporting features and

allows end-users to be able to

build their own reports, and

dashboards

• SugarCRM provides native

reporting capability on data

that resides in the CRM

database

1st Challenge

• Native Sugar Reports can only report on data that

resides in the SugarCRM database

• There are many other sources of data required to

complete a 360 view of:

– customer relationships

– Sales performance

– Vendor

• Other data sources

– HR systems, Payroll, Finance, ERP, EDW, etc

One Approach – Load it into the Sugar

Database

• Create custom modules in Sugar to load

the external data into, so that you can

leverage the native reporting capability in

SugarCRM

Load the data into Sugar Approach….

Transactional Data Sources(SQL, XML, etc.)

Web ServicesProvider

DataWarehouse

MetadataSummary Data

Raw Data

Internet orIntranet

ETL

Challenges with the “Load it into the Sugar

database ” approach….

• The SugarCrm database is designed and optimized

primarily for data entry, and not advanced analytics.

• When aggregating large amounts of historical data and

millions of rows, particularly at the report

level, SugarCRM is likely to experience performance

slowdowns

• SugarCRM native reports are all calculated at run-time.

This can also lead to performance issues.

• SugarCRM reporting while very flexible, doesn’t have the

extensive library of graphic options of specialized

business intelligence tools.

Challenges with the “Load it into the Sugar

database ” approach…. (cont’d)

• The viewing of native reports and charts is limited to the

dashboard, and reporting module.

• For organizations that want analytics or KPI’s that are

specific to the customer profile that is being viewed, the

native reporting doesn’t allow charts, and visualizations

to be incorporated into the DetailView for your

Accounts, Contacts, or other records.

• This means that additional clicks are required if you need

to leave the account profile in order to view a graphical

representation of historic sales for a given customer.

Depending on the amount of data, type of

data, and complexity of reports…

If you are trying to

make SugarCRM

your enterprise data

warehouse for the

basis of complex

analytics you may be

trying to fit a square

peg into a round

hole…

Another Approach – use 3rd party reporting

tool

• Many BI platforms allow for improved performance, and

graphics for performing analysis on disparate systems

Challenge with using 3rd party reporting tools

• Separate Reporting tools often create a separate portal

for users to access in order to get at the information.

• When we ask customer facing users to navigate away

from the CRM tool in order to get answers to business

questions, we are essentially with-holding important

information from them until they ask the right question.

Salespeople should live in the CRM like a

Goalie lives in his net….

Another solution…. Embedded Enterprise Dashboards in Reports within SugarCRM

powered by Logi Analytics

• CRM embedded analytics put the answers

where users are working, so that they are

informed of performance history, and

exceptions within the context of the

business process that they are engaged

in.

Why Logi Analytics and Sugar make a good

couple?

• Logi Analytics provides CPU based licenses

with NO PER USER FEES

• Low total cost of ownership

• Quick implementation

• Logi Analytics provides quick connectivity to

multiple data sources in many cases without

the need for a data mart or complex data

extraction and loading

• Huge library of charts, graphs, and gauges

• Easily embedded within the Sugar

interface, and other enterprise applications

LogiXML

www.logixml.com

LogiXML – How it works

Logi Info Studio

Transactional Data Sources(SQL, XML, etc.)

Report Definitions(XML Files)

Web Server

Web ServicesProvider

DataWarehouse

End User Web Brower

Logi InfoEngine

MetadataSummary Data

Raw Data

Internet orIntranet

End User Smartphone or Tablet

Sugar-Logi Architecture

1515

Logi Info ServerPresentation

EngineAnalytical

EngineData

EngineSecurity Engine

Logi Info Studio

Develop Deploy

On-Premise

RDBMS

In The Cloud

Web Services Files

Browsers Mobile

Data Sources

16

16

Built-in support for a large variety of data sources…

Bar Charts

Gauges

Dashboard Samples

Dashboard Samples

Dashboard Samples

Dashboard Samples

Dashboard Samples

Two Options for Integration

1. Module specific dashboards, (e.g

Customer Performance Dashboard within

the Account View)

2. Full Integration of Logi Analytics into

Sugar

Option 1 – Module Specific Dashboards

• Have a need to incorporate a dashboard within the

customer/account profile so that sales people can see

the performance history while they are viewing the

account record?

• Opportunity success history within the opportunities

module…

• Some other dashboard that requires one of the following:

– Data brought in from outside SugarCRM

– Ability to be viewed from somewhere in Sugar other than the

reports module, or the home page

– A chart, or visual component that isn’t available from Sugar’s

native reports

Option 2 – Complete Logi Integration within

SugarCRM

• Replace your native dashboard with one completely

powered by Logi Analytics

• Centrally managed dashboards

• Complete role and security awareness within reports.

– If you’ve blocked access to a certain item using Sugar

roles, then that item will be blocked in the Logi report as well for

that user

• Ability to run Logi reports from the reports module in

Sugar

SugarCRM – Logi Analytics

Logi Goes Completely Native within

SugarOverview

Security

• SugarCRM has several layers of security. Users can be flagged as

system administrators and have access to every module and every

record in the database. Roles determine what modules users have

access to. Using Roles, users can be granted access to every row in

a module without being a System Administrator. Team security

determines what records in the table users can view. The Sugar-

Logi integration takes into account Role and Team security. The

only security feature that is not seamless in field level security. Each

of the security mechanisms are defined below.

Logi Report Security

• Security for access to individual reports works a little differently (and

hopefully better) in the integration. When viewing a list of reports in

out of the box Sugar Reports, Sugar uses Roles to determine what

modules you have access to and teams to what Reports you can

see and filters the list of Reports. Since Logi reports don’t have to

be based on a particular module, all of the security is based on

Roles. When the user requests a report or views the

Dashboard, the following occurs:

The Sugar-Logi Dashboard

Logi Analytics Reports Launched From The

SugarCRM Interface

Sugar-Logi Default Homepages

Sugar-Logi Integration provides Centrally

Managed Dashboards

Sugar-Logi Integration gives Administrators the ability to create Default Home Pages by

Roles:

Thank You

Adrian Boerstra

646-483-4451

aboerstra@intricity.com