Embedded AnalyticsTurning Insights into Action

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Kris Van DyckWebFOCUS Pre-Sales Engineer

Transform Your Business

• What is the most used BI tool in the world ?

Lets start with a few questions…

Everybody knows !

Transform Your Business

• What is the most used BI App in the world ?

Lets start with a few questions…

Nobody knows !

Transform Your Business

• Tools or Apps ?

Lets start with a few questions…

vs

Transform Your Business

• Are you seeking to improve your time to market?

• Are you seeking to increase value you provide to your customers through an interactive experience with your business?

• Are you seeking to leapfrog your competitive advantage in your market and become a leader?

• Are you seeking to grow your net revenues as a result of embedded analytics?

• Are you seeking to reduce your operational risk with embedded analytics?

Embedded Analytics – Are you ready for the Transformation?

Embedded BI and analytics is all about integrating actionable insights into everyday

applications and systems used by business workers.

At 100,000ftEmbedded Analytics

Whether a dashboard embedded into an off-the-shelf software system

Or an analytical capability embedded into a custom application

It is a natural evolution of the BI and analytics market

• A simpler and more convenient user experience, avoiding user thrashing between applications

• Increased productivity and better decisions by delivering analytics in context with user workflow

• Increased analytics usage (e.g. operational users) and ultimately a higher adoption of data-driven business.

• Ability to monetize data and increase value of customer applications

Why Embed?Embedded Analytics

The benefits of successful embedded BI / analytics projects:

Embedded Turns Insights Into Action

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Technology – Architectures and Features

Dresner Embedded BI Market Study 2016

Embedd Analytics

Leading the Way With The Most Experience

“Information Builders’ WebFOCUS product is well suited as a platform for building custom web-based BI applications, including rich internet applications, often in extranet and public, customer facing, constituent facing, supply chain facing or partner facing BI web applications… .”

“Extranet deployments continue to be an Information Builders “sweet spot” and go-to-market emphasis, with many of Information Builders’ customers using custom extranet BI applications built with WebFOCUS, without knowing they are using Information Builders.”

“Customers surveyed indicate that 47% -the top vendor in this category – utilisethe product to develop externally facing applications, predominantly targeted at customers, suppliers, partners and constituents… .”

Internal – within organization targeting employeesMany organizations have strong internal objectives for embedding analytics and are looking to operationalize and mix BI with existing

systems and applications. PSA

External – outside the firewall targeting partners + customersTwo use cases exist for external deployment:

• Free: An example of free might be a financial services organization looking to provide complimentary analytics to customers through portals or web applications.

• Paid: An example of paid might be consultancies, business services, and retailers who are looking to monetize data and analytics via OEM and external deployments.

Internal and External Use CasesEmbedded Analytics

PartnersCustomersConsumers

Employees

What Can Be Embedded?Embedded Analytics

Any Type of WebFOCUS content

Embed Here

X

Visualizations Dashboards InfoApps / ESRI

Portals

In-Document Analytics

Additional CapabilityEmbedded Analytics

And InfoAssist+, Our Self-Service Analytical Tool

Embed Here

X

Report Writing Chart/Dashboard CreationData Discovery

Self-Service Data Preparation

The key drivers of embedded BI include:

• FLEXIBLE SECURITY & MULTI-TENANCY.

• COMPLETE WHITE-LABELING.

• RAPID DEVELOPMENT.

• RANGE of ANALYTICS.

Embedded Capabilities That WebFOCUS Supports• Browse/select from catalog of objects• Alerts• Open/view objects• Interact with objects (navigate, filter,

drill)• Refresh objects/prompts• Modify/create objects• Save and publish objects• Apply analytical algorithms, mining,

predictive• Introduce user-supplied data for

mashups• Single sign-on/security integration• Re-skinning/customizing interface• Run invisibly in the background to

provide data values to application• Cross origin support for multiple

servers• Trusted Ticket authentication• iFrame embedding of responsive

content

Embedded AnalyticsTechnology - Key Capabilities for Embedded

Technology - How to Embed WebFOCUS?Embedded Analytics

For Commercial Portals• Information Builders developed 168/286 JSR compliant portlets/webparts written for many

popular commercial Portals.• Administrators job of embedding WebFOCUS content inside a portal is simplified via Single

Sign On feature.

For Custom Portals and Apps• iFrame “Mashup” Style.• RESTful Web Service API interested in deeper BI integration within their application.• Rich PDF documents.

For Resellers and Partners• Customer can wrap the WF product installers and deliver a fully customized and styled BI

service within or alongside their own on-premise application.

Use Web Services to Integrate WebFOCUS Content into Your Application

• Based on RESTful model

• APIs for retrieving content, creating schedules, running reports, etc.

• Supports WebFOCUS security

Reporting Server Web Services Adapter

• RESTful and SOAP-based models

• Use a web service to create reports as you would use any other Reporting Server adapter

Technology - Leveraging Web ServicesEmbedded Analytics

Embedded Techniques That WebFOCUS Supports• HTML/iframe• Web Services (RESTful, Soap)• Google Gadgets• Desktop Widgets• Portlets• JavaScript API• Java API• .NET API• COM• Frameworks (Force.com,

Sharepoint)• Flash API• Office API• JSON• Python API• PHP Framework

Seamless Single Sign-

On (SSO)

Role-Based Access Control

Dynamic Data

Security

Meet Compliance Requirements

Metadata-Based Solution

for Data Security

• Automatically filter row/column data based on user, group, or role

• Mask data values by role

• Ensure multi-tenancy

Fine-Grained Security Model

• Customizable roles

• Built-in templates simplify enterprise and SaaS administration

• Authorize users based on LDAP groups, RDBMS data or web services

Confidently Deploy BI with any Application

• Support PCI requirements

• Built-in protection from OWASP Top 10 Web Vulnerabilities

• Native auditing tools

Configure Seamless Single Sign-On Using

• Trusted Sign-On Ticket

• SAML 2.0 and OpenID

• Web Access Management Systems

• Windows Authentication

• Kerberos

• Custom Solution

Technology - Security and Sign-On ConsiderationsEmbedded Analytics

Technology - Scalability is a FactorEmbedded Analytics

Embedded AnalyticsSample of Embedded/OEM Customers

Bankers, line managers, and call

center managers all access

WebFOCUS to manage employee

goals and reward achievements.

These reports motivate salespeople

to perform while helping managers

with goals and expectations.

John Hanson

Group Manager Delivery Services

US Bank Creates Credit Card Application

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Embedded WebFOCUS Analytics Architecture supports 2 million users

Financial Services, Customer Since 1987

Information Builders helps

First Rate process a high volume of

portfolios in a short period of time

– currently about 2.5 million

portfolios per hour.

Terry Gaines

Managing Director of Products Group

Delivering Steady Returns With BI Technology

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WebFOCUS Embedded into Performance Applications Suite

Financial Services, Customer Since 1999

Information Builders understands

the economics of the SaaS business.

They were able to come up with

a pricing structure that works

for both of us.

Alan Rich

Chief Executive Officer

WebFOCUS & InfoAssist Polish River’s Expenses

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Software Provider Makes SaaS Offering Shine With Embedded BI

Computer Services, Customer Since 2009

The enthusiasm has been incredible,

and the InfoAssist reporting services

have been extremely popular. Our

customers have been clamoring for

this type of reporting service.

Dave Shugars

Senior Software Engineer

Plex Systems Launches Cloud Based Reporting

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SaaS Vendor Automates End User Reporting With Embedded BI Solution

Computer Services, Customer Since 2012

Ten Reasons to Choose Information Builders

• A Superior User Experience

• Maximum Flexibility, Security and Configurability

• Dynamic Reporting Output

• Unparalleled Mobile Support

• Proven Scalability

• Lower Total Cost of Ownership

• Robust Branding Options

• Advanced Analytics

• Sensible, Flexible Licensing

• Support for any SaaS Deployment Model

Embedded Analytics

Conclusions

• Adoption of BI in business is still very low, in the range of 20-25%. Embedded BI and analytics increases the likelihood of operational users leveraging data and insight, as it appears within the everyday applications and systems that they use.

• Users do not need or want to open and thrash between multiple applications. If the embedded BI is implemented effectively, the insights will appear in a highly relevant and timely manner so that they impact the decisions and operational performance of the targeted user.

• Creating in-context, data-driven value is perhaps the primary driver of embedded – WebFOCUS is a comprehensive platform for embedded analytics.

Embedded Analytics

Embedded AnalyticsWhat we do?

For 42 years we have been the

leaders in helping companies to

use information to drive critical

business outcomes

And here’s who we’ve done it for!

Embedded Analytics

MichiganNorth DakotaTennessee

Communications

Consumer Goods

Automotive

Business Services

Financial Services:Banking

Capital Markets

Payments

Healthcare:Payers

Providers

Insurance

Manufacturing

CustomersEmbedded Analytics

Travel and Entertainment

Transportation / Logistics

Natural Resources

Pharmaceutical andMedical Supply

Technology

Retail

Government:Federal

Provincial, State, Local

Education

Not for Profit

CustomersEmbedded Analytics

Embedded Analytics

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