back to basics: how to modernize reports and dashboards

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Back to Basics: How to Modernize Reports and Dashboards

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Welcome

Host: Eric Kavanagh

[email protected]


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!   Reveal the essential characteristics of enterprise software, good and bad

!   Provide a forum for detailed analysis of today’s innovative technologies

!   Give vendors a chance to explain their product to savvy analysts

!   Allow audience members to pose serious questions... and get answers!

Mission


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Topics

This Month: ANALYTICS

February: BIG DATA

March: CLOUD

2014 Editorial Calendar at www.insideanalysis.com/webcasts/the-briefing-room


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Analytics OLD BUSINESS INTELLIGENCE

NEW BI


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Analyst: Robin Bloor

Robin Bloor is Chief Analyst at The Bloor Group

[email protected]


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IBM Business Analytics

!   IBM acquired Cognos in 2008 and established it in the line of business intelligence and performance management products

! Cognos Business Intelligence delivers self-service business intelligence capabilities that allow all levels of users to create, manage and share applications and analysis

!   Dashboards and reports can now be integrated with interactive visualizations and predictive capabilities


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Guest: Brent Winsor

Brent Winsor is Product Marketing Manager at IBM Cognos. He has over 14 years of software product marketing experience in both large and small software companies. He has positioned and launched software products in the supply chain, office productivity, managed services and business analytics markets. He has an MBA with a marketing focus from Dalhousie University in Halifax, Canada.

Back to Basics: How to Modernize Reports and Dashboards Brent Winsor IBM Business Analy2cs

1/28/14 IBM Confiden2al

Agenda

1/28/14 IBM Confiden2al 11

§  Self service §  Extensible visualizaAon §  PredicAve analyAcs §  IBM Cognos Business Intelligence today

§  Reports §  Dashboards §  Ad hoc query §  Mobile Business Intelligence

§  Conclusion

The Challenge with Self-‐service

§  Differing user requirements §  IT doesn’t have the bandwidth to respond to each request

§  The balance §  IT wants control and users want the freedom to do what they want

§  Users can’t afford to wait §  If IT doesn’t respond, users take measures into their own hands

SoluAon: Get Self-‐service Right!

Self-‐service isn't a thing, it's a spectrum of opAons that can be deployed at the right place and right Ame to enable

faster and beQer decisions.

The Spectrum of Self-‐service

Independence Managed/Scripted Guided

Extensible VisualizaAon The Challenge:

§  New requirements for visualizaAons are constantly emerging §  Each requirement is unique and is difficult to meet

The Solu5on:

§  Provide a wider variety of visualizaAons with the means to extend and customize.

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InteracAve VisualizaAon BeQer Decision Making Through Increased Analysis Capability & InnovaAon

§  Incorporate new and innovaAve visualizaAons in BI reports & dashboards

§  Enhance the user experience through the delivery of interacAve and animated charts

§  Integrate custom visualizaAons §  Leverage the experAse of IBM luminaries

§ 

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New visualizations are a simple download away

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Browse, find and download visualizations from the extensible visualization community to quickly provide the best visual for your reporting needs

§  Scatter §  Gantt §  Area §  Radar §  Boxplot §  Dial §  Treemap/Heatmap §  Plus a continually growing set of

visualizations

analyticszone.com/marketplace

With business intelligence and predictive analytics from IBM, transform data into useful insights. Help make confident decisions and improve operational efficiencies with historic, current and predictive views of your business.

Predictive analytics enhances the value of deploying BI reports, dashboards and scorecard capabilities across the enterprise with visibility into your business’ past, present and future

Leverage data: Analyze information in any volume, combination and complexity

Provide insights: Use a trusted platform for

delivering forward looking business information

Make confident decisions: Complete

visibility into your business with

predictive analytics

Outperform expectations: Transform your business from a reactive operation to a proactive market leader

Include predicAve outcomes into your BI reports and dashboards to provide a new horizon for your enterprise

•  Enterprise-‐class applica2ons to easily help businesses make use of their data •  A complete view of the business and the ability to act quickly off insights •  Great visualiza2ons to see trends and paNerns in your data •  Mobile business intelligence for beNer and 2mely decisions •  Available in over 20 languages to increase produc2vity worldwide

Analytics Platform Forw

ard

look

ing

BI

Ad Hoc Query Dashboards Reports

Main Features:

•  Rich set of authoring controls for interac2vity with online or offline access

•  Creates broad range of reports: produc2on, opera2onal/transac2onal, managed, scheduled & bursted

•  Ability to convert exis2ng reports and reuse queries

Benefits:

•  Provides the founda2on to gain past, present and future looking insights into business data

•  Include predicted outcomes alongside transac2onal data reports for business analysts

•  Build once, deploy everywhere (desktop, browser, mobile, pdf) for flexible decision making

Business Intelligence ReporAng Create pixel perfect, richly detailed & customizable reports which are easy to distribute

Business Intelligence Dashboards

Assemble and explore any type of data in one workspace

Main Features

•  Quickly and easily find the right and relevant content with intui2ve search and naviga2on

•  Drag and drop widgets and assisted authoring •  Save, share and reuse your dashboards

Benefits:

•  Provide Marke2ng with views into what customers are likely to respond to a campaign

•  Monitor the pulse of the business with dashboards in a single workspace

•  Progressively interact with informa2on -‐ easily modify or create new views and reports

Business Intelligence Ad Hoc Query

Easily modify or create complex dashboard views and reports

Main Features

•  An enterprise advanced workspace with intui2ve naviga2on and a streamlined look

•  Calcula2ons, drill, filter, pivot, top/boNom count, KPI monitoring, traffic lights

•  Mul2ple queries, forma`ng and char2ng

Benefits:

•  Allows Advanced Analysts to perform complex analysis tasks quickly and easily

•  Embedded predic2ve outcomes to beNer analyse differences through 2me or across groups

•  Provide Manufacturing with reports on expected issues based on customer sen2ment

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Mobile Business Intelligence

§  Extended device support §  Support for Android phones and tablets and iPhones

§  Enhanced Security §  Integrated with Good Technology’s security plaZorm

§  InteracAve VisualizaAon §  New and innovaAve visualizaAons including interacAve and animated charts

§  InteracAve Content §  IntegraAon with Cognos Workspace

BI reports & dashboards for iPads, iPhones & Android smart phones & tablets

Conclusion

1/28/14 IBM Confiden2al 24

§  Business intelligence reports and dashboards conAnue to drive business performance

§  IBM Cognos Business Intelligence supports the full spectrum of self service

§  InteracAve visualizaAon enhances IBM Cognos BI reports and dashboards and allows users to quickly pinpoint trends in data

§  The addiAon of predicAve analyAcs to IBM Cognos BI reports and dashboards provides a forward looking view to any business and provides a disAnct compeAAve advantage


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Perceptions & Questions

Analyst: Robin Bloor

u  Effort was outsourced to the customer u  Customers experienced it as a superior service

because they had control u  In time the options available to the customer

improved u  The retailer’s costs were reduced u  Since then the idea has been repeated many

times

In the 1950s, the introduction of SELF-SERVICE in retail prompted a revolution

The Self-Service Imperative

Information Service(s)

There are many reasons why data may be provided to staff (or customers):

u  To inform or alert them

u  To motivate them

u  To entertain them

u  To assist them (assist decisions)

u  To empower them (or evaluate them?)

u  To educate them (or help them self-educate)

THE CONTEXT DETERMINES THE INFORMATION SERVICE AND ITS CHARACTER

Consumers & Explorers

SPECIFIC USER

TYPES:

Needs to be informed/enabled in an easily digested manner

THE CONSUMER

Needs to be provided with: • an exploratory

capability • a versatile set of tools • a versatile set of

visualizations •  training/education

THE EXPLORER

A Variety of Flavors

u  FAMILIARIZE •  Read/browse •  Visualize •  Examine/drill •  Snapshot

u  UTILIZE •  Interact/investigate •  Progress/

performance •  Estimate/predict

Self-service & Productivity

The level of self-service, and its usefulness is not a simple thing. In the best of circumstances the user probably

cannot self-design the way their whole job works.

u  What does IBM know about the effectiveness of self-service in particular contexts? Where do the benefits emerge?

u  Are users smart enough to serve themselves? What is the learning dimension and how is it characterized?

u  How much power can the user be given?

u  Is there a relationship between visualization and data volumes? If so, what is it?

u  Are some people poor at deriving meaning from visualization – and yet skilled in other ways?

u  Animation?


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Upcoming Topics

www.insideanalysis.com

2014 Editorial Calendar at www.insideanalysis.com/webcasts/the-briefing-room

This Month: ANALYTICS

February: BIG DATA

March: CLOUD


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