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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