A well-designed BI Portal can be transformational by dramatically boosting user engagement with analytics. Providing a highly tailored user experience helps users cut through the clutter in the reporting environment and engage with the right analytics to drive good decision-making. This webinar will outline the top drivers for poor BI engagement and will present portal page design patterns that: 1. Streamline the experience of working across many dashboards 2. Enable efficient top-down exploration of KPIs across multiple dashboards 3. Deliver context required for data literacy together with analytics Specific examples will be shared for each design pattern to illustrate how the Portal page design is effective in creating a delightful user experience that delivers high BI user engagement.

1. Business Intelligence Portal
Give your data the audience it deserves
Effective BI Portal Design
Patterns to Drive High User
Engagement

2. Lines are muted
Webinar is being recorded
Enter questions in the Q&A window
Mike Smitheman
VP Sales & Marketing
Marius Moscovici
Founder & CEO

3. POOR ENGAGEMENT
Low Content Usage
Number 1 Problem with BI
< 30%
Low License Usage
< 50%

4. I don’t know where
to find useful
information
What Users Will Say
I see different numbers
in different dashboards
and I don’t know what to
trust It takes me way too
long to get any insights
from the dashboards
The information I need
is buried across too
many dashboards
I don’t really
understand the data
in the dashboards

5. The JUICE is not
worth the SQUEEZE

6. The JUICE is not
worth the SQUEEZE
EFFORT
REWARD
TIME TO
BREAK EVEN ROI

7. The keys to
USER ENGAGEMENT

8. • Create order from chaos
The keys to
USER ENGAGEMENT

9. • Create order from chaos
• Curate a compelling user journey with trusted content
The keys to
USER ENGAGEMENT

10. • Create order from chaos
• Curate a compelling user journey with trusted content
• Get users to value quickly
The keys to
USER ENGAGEMENT

11. • Create order from chaos
• Curate a compelling user journey with trusted content
• Get users to value quickly
• Weave data literacy into the experience
The keys to
USER ENGAGEMENT

12. Provide a personalized user journey
Customized
LANDING PAGES

13. • Alerts focus user attention
• KPI’s provide top-down view
Drive Focus & Clarity
METRIC SUMMARY

14. Advance
BI SEARCH
Enable content discoverability

15. Integrated
BI METADATA
Present visualizations with context
to drive data literacy

16. • Create order from chaos
• Curate a compelling user journey with trusted content
• Get users to value quickly
• Weave data literacy into the experience
The keys to
DRIVING USER ENGAGEMENT

17. Business Intelligence Portal
Give your data the audience it deserves
mike@metricinsights.com
marius@metricinsights.com