Download - Yellowfin Embedded BI Best Practices
Embedded Best Practices
| Last Year
Yellowfin CEO, Glen Rabie
Senior Technical Consultant, Ivan Seow
Your presenters
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?
FunctionalityBest Practices
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
Best Practice #2
Its all about the user experience
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What to look for in UX
• 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!
PlatformBest Practices
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
Best Practice #4
Make sure its mobile
Device Independence
Integration & SecurityBest Practices
Best Practice #5
Choose the level of UI integration that is right
for you
Best Practice #5Loose v Tight IntegrationHow seamless can you go?
Best Practice #6
Rebrand to increase user adoption
Stand outYour brand has value to your customers
Best Practice #7
Integrate authentication with single sign-on
Single Sign-onMake it easy for users to access your reporting module
Best Practice #8
Maintain the integrity of your data security
Report SecurityThe BI app should not create security gaps
Best Practice #9
Plan for multi-tenancy
Partition your dataReuse content across clients but partition data
DeploymentBest Practices
Best Practice #10
Prepare your data for reporting not transactions
Optimize for ReportingEnsure your reports are fast with
the appropriate data schema
| Functional DeliveryData Quality Matters
Best Practice #11
Make it easy for your clients – Prebuild your
meta-data
Get the foundations rightShip with out of the box meta-
data for your customers
Best Practice #12
Ship with relevant out-of-the-box content
| Functional DeliveryWho is the dashboard for?
Best Practice #13
Plan your deployment strategy
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
Best Practice #14
Price to maximize sales
Price parity is criticalMake it a tick the box item not a heavy negotiating point
Best Practice #15
Pick your BI Partner well
Your BI PartnerIts not a transactional relationship
ConclusionQuestions
| Last Year
@YellowfinBI
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