Your SlideShare is downloading. ×
  • Like
  • Save
Six Steps to Self-Service BI Success with Jaspersoft
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Now you can save presentations on your phone or tablet

Available for both IPhone and Android

Text the download link to your phone

Standard text messaging rates apply

Six Steps to Self-Service BI Success with Jaspersoft

  • 2,498 views
Published

Learn the 6 steps to a successful self-service BI deployment. This is the companion webinar deck to our free 50-page Self-Service BI Planning eWorkbook. …

Learn the 6 steps to a successful self-service BI deployment. This is the companion webinar deck to our free 50-page Self-Service BI Planning eWorkbook. http://www.jaspersoft.com/self-service-bi-workbook

Published in Technology , Business
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
No Downloads

Views

Total Views
2,498
On SlideShare
0
From Embeds
0
Number of Embeds
1

Actions

Shares
Downloads
0
Comments
0
Likes
2

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide
  • Users can also create and interact with beautiful dashboards that include charts, widgets, maps etc. These are perfect for executives or managers to get a quick understanding of the business and it’s KPIs.
  • Determine the levels of self-service functionality to meet the needs of your personas with managed reporting (most likely what Bill is looking for)_…. Interactive report editing… collaborative reporting…. (both reporting functionality that Betty is looking for) and Self-service analytics (mostly used by the super or power users of the group)… As mentioned earlier, Self Service BI is not a one size fits all solution. With these different levels defined you can meet the needs of your user requirements much more efficiently as well as being at ease with a sense of control.
  • Determine the levels of self-service functionality to meet the needs of your personas with managed reporting (most likely what Bill is looking for)_…. Interactive report editing… collaborative reporting…. (both reporting functionality that Betty is looking for) and Self-service analytics (mostly used by the super or power users of the group)… As mentioned earlier, Self Service BI is not a one size fits all solution. With these different levels defined you can meet the needs of your user requirements much more efficiently as well as being at ease with a sense of control.
  • Finally, the last topic to consider and possibly one of the most important. These are all things of all valid concern because databases are complex, security is paramount and performance is critical.When thinking of data management, consider how you’re protecting the underlying database, as well as the performance of generating reports. Are you concerned with users having access directly against the operational data or data warehouse? Are you concerned that you’ll have to rewrite reports if the data changes? What about a Metadata layer? This is essential to supporting self-service reporting. It helps keep the data safe by keeping users from accessing the data directly and maintains reports even if the source data changes. With a good metadata layer in place, you can allow your super users to self service to a great extent without dealing with database complexity. The metadata layer can also be customized based on the user, for example, your may setup security so that your North America sales team only has access to North America data and not World Wide data, etc. And finally, if users need to store their own reports and access them rapidly, or they want to share reports and information with colleagues without emailing, a managed/high-performance BI server can grant access as well as the ability to access reports on smartphones, laptops and tabletsNow that we’ve discussed the considerations for Self Service BI, I’ll pass it over to Steve for a demo.
  • After you’ve determined your user roles and requirements, it’s time to consider your approach… there are three different ways to implement and plan a Self Service BI solution…
  • After you’ve determined your user roles and requirements, it’s time to consider your approach… there are three different ways to implement and plan a Self Service BI solution…
  • After you’ve determined your user roles and requirements, it’s time to consider your approach… there are three different ways to implement and plan a Self Service BI solution…
  • After you’ve determined your user roles and requirements, it’s time to consider your approach… there are three different ways to implement and plan a Self Service BI solution…

Transcript

  • 1. Six Steps to Success with Self-Service BI
  • 2. © 2013 Jaspersoft Corporation.2Consumers Don’t Enjoy Waiting …
  • 3. © 2013 Jaspersoft Corporation.3Consumers Don’t Enjoy Waiting …
  • 4. © 2013 Jaspersoft Corporation.4Consumers Don’t Enjoy Waiting …
  • 5. © 2013 Jaspersoft Corporation.5Self-Service Helps Reduce the Wait …
  • 6. © 2013 Jaspersoft Corporation.6Self-Service Helps Reduce the Wait …
  • 7. © 2013 Jaspersoft Corporation.7Self-Service Helps Reduce the Wait …
  • 8. … but what about BI?8©2013 Jaspersoft Corporation.
  • 9. Self-Service BI Empowers Users & Apps©2013 Jaspersoft Corporation. 9
  • 10. Self-Service BI Empowers Users & Apps©2013 Jaspersoft Corporation. 10
  • 11. Self-Service BI Empowers Users & Apps©2013 Jaspersoft Corporation. 11
  • 12. The Six Steps to Self-Service Success1. Is Self-Service BI Right for You?2. Objectives3. Requirements4. What is your Self-Service Level?5. Technical Considerations6. Plan your Approach
  • 13. Strong Partnerships, Broad RecognitionHigh Growth SubscriptionRevenue Company©2013 Jaspersoft Corporation.World’s Most Widely Deployed BI• Commercial Open Source BI Suite• Nearly 200 people worldwide• 16,000,000 downloads• 325,000 community members• 130,000 embedded applications• 1,800 subscription customersJaspersoft: Growth and Momentum2010 2011 2013 2013Magic Quadrants13
  • 14. Jaspersoft Products©2013 Jaspersoft Corporation.14Reporting EngineVisual ReportDesign EnvironmentAd Hoc Reports, Dashboards,In-Memory Analysis ServerPowerful OLAPData AnalysisHigh PerformanceData IntegrationStudio
  • 15. Todays Featured Jaspersoft Products©2013 Jaspersoft Corporation.15Reporting EngineVisual ReportDesign EnvironmentAd Hoc Reports, Dashboards,In-Memory Analysis ServerPowerful OLAPData AnalysisHigh PerformanceData IntegrationStudio
  • 16. © 2013 Jaspersoft Corporation.1. Is Self-Service BI Right for You?Yes NoAre your users dissatisfied with the reportsthey get?Has feedback about the reports stopped?Do users want access to more data (fields,history, sources)?Do your reports commonly raise new ordifferent questions?Are more people becoming “analysis users”vs “report users”?Are more and more users exporting data intoExcel?
  • 17. © 2013 Jaspersoft Corporation.1. Is Self-Service BI Right for You?Yes NoAre your users dissatisfied with the reportsthey get?Has feedback about the reports stopped?Do users want access to more data (fields,history, sources)?Do your reports commonly raise new ordifferent questions?Are more people becoming “analysis users”vs “report users”?Are more and more users exporting data intoExcel?
  • 18. 2. Define Your ObjectivesWhether BI is used for your app or business, the objectivesshould be defined and aligned with the team Improved Decision Making Faster more accurate decisions New business insights to answer new questions Improve operational efficiency – faster or cheaper operations Improve communication & team alignment Increase User Satisfaction Self-sufficiency of users improves speed of decisions & action Data can improve decision-making confidence©2013 Jaspersoft Corporation
  • 19. 3. Understand your Users’ Requirements Types of BI Users Define the BI usage workflow Interview them©2013 Jaspersoft Corporation
  • 20. 3. Understand your Users’ Requirements Types of BI Users©2013 Jaspersoft CorporationThe Casual User 80% of business users Consumers of information Tweak existing reports,dashboards orvisualizations – ie. drill,filtering, sorting, hiding/movingcolumn data Executives, managers,non-technical employees
  • 21. 3. Understand your Users’ Requirements Types of BI Users©2013 Jaspersoft CorporationThe Power User 20% of BI users Create or prepare reports,dashboards or analyticviews Explore data by drilling,pivoting, calculating, andanalyzing data Data analysts orDepartmental Super Users
  • 22. 3. Understand your Users’ Requirements Types of BI Users Define the BI Usage Workflow Identify common entry points – dashboard, report, application metric Define information navigation – summary to detail, associate other data Build-in closed loop action – link metric to application process or action©2013 Jaspersoft Corporation
  • 23. 3. Understand your Users’ Requirements Types of BI Users Define the BI Usage Workflow Identify common entry points – dashboard, report, application metric Define information navigation – summary to detail, associate other data Build in closed loop action – link metric to application process/action Interview Users What common questions are you trying to answer? What other types of data are you trying to get to but can’t? What other actions would you like to do with the data?©2013 Jaspersoft Corporation
  • 24. 4. Define Your Level of Self-Service©2013 Jaspersoft Corporation. 24ManagedReportingInteractiveReportEditingCollaborativeReportingSelf-ServiceAnalytics
  • 25. 4. Define Your Level of Self-Service©2013 Jaspersoft Corporation. 25ManagedReportingInteractiveReportEditingCollaborativeReportingSelf-ServiceAnalytics
  • 26. JasperReports ServerAd Hoc DesignerJasperReportsOLAP EngineSchedulingServiceRepository Service Security ServiceRepository Jaspersoft OLAP Domain DesignerBusinessUsersPDFHTML + AJAX Jaspersoft OLAPMS Excel MS WordReporting LibraryReporting EngineReportDisplayFileCSV5. Technical Considerations©2013 Jaspersoft CorporationJavaApplicationDatasourceDeskptopReportDesignerDIY: Self-Service BI Architecture
  • 27. Self-Service BI ArchitectureJasperReports ServerAd Hoc DesignerJasperReportsOLAP EngineSchedulingServiceRepository Service Security ServiceRepository Jaspersoft OLAP Domain DesignerBusinessUsersPDFHTML + AJAX Jaspersoft OLAPMS Excel MS Word©2013 Jaspersoft CorporationAd Hoc Analysis Metadata DesignerReporting EngineBI ServerPre-Built Self-Service BI
  • 28. 5. Technical Considerations Data Management In-memory caching to help protect underlying database, increasesperformance Securing access to operational data or data warehouse Faster iterations to report changes Metadata Layer Essential in supporting self-service reporting Keeps the data safe by keeping users from accessing the data directly Maintains reports even if source data changes Managed BI Server Storing and accessing reports Sharing reports and information without emailing Accessing reports on smartphones, laptops or tablets©2013 Jaspersoft Corporation. 28
  • 29. 6. Decide your ApproachDIY “Code your Own”©2013 Jaspersoft Corporation. 29Open Source Tools Commercial Tools
  • 30. 6. Decide your Approach©2013 Jaspersoft Corporation. 30DIY: “Code your Own” BI Advantages Customized to match your team or users needs Simple design that fits an existing architecture Initially easy to start, maintain and support Disadvantages Simple capabilities don’t match user requirements Creates backlog for custom requests for new reports,dashboards or analytic views Building Self-Service BI features is hard and costly, ie.interactivity, custom reports, data analysis, queryperformance, ad hoc requests
  • 31. 6. Decide your Approach Advantages Low upfront capital investment Leverage community of developers Provides “just enough” BI capabilities Extensible to fit architecture requirements Disadvantages Provides partial Self-Service BI capabilities License compliance Limited support, bug fixes Influence of product roadmap©2013 Jaspersoft Corporation. 31Open Source Tools
  • 32. 6. Decide Your Approach Advantages More advanced Self-Service BI features Professional support Focus on core competence Stay up to date on BI innovations (mobile, in-memory analysis, visualizations) Disadvantages Initial license & knowledge transfer costs Upgrades to latest and greatest versions Complexity of architecture or tools for users©2013 Jaspersoft Corporation. 32Commercial Tools
  • 33. ©2013 Jaspersoft Corporation. 33Packagesthat includeSelf-ServiceBI supportJaspersoft Editions
  • 34. Resources Further reading Self-Service BI Planning Workbook• http://www.jaspersoft.com/self-service-bi-workbook Free Jaspersoft Online Learning Portal• http://www.jaspersoft.com/bi-training-center• “Using Jaspersoft BI”©2013 Jaspersoft Corporation
  • 35. Try Out Jaspersoft TodayEasy Download 30-day Evaluation at Jaspersoft.com Go to Jaspersoft.com/getting-started for setup tipsEasiest Try our Live Online version – NO INSTALLATION! Go to Jaspersoft.com/jaspersoft-live-trial©2013 Jaspersoft Corporation. 35
  • 36. Q & Asales@jaspersoft.com© 2013 Jaspersoft Corporation. 36@Jaspersoft888.399.2199 or 415.348.2380openbookonbi.blogspot.com – Brian Gentile CEO