Embedded Best Practices
Your presenters Year          | LastYellowfin CEO, Glen RabieSenior Technical Consultant, Ivan Seow
IntroductionThinking about embedded BI
Why Embed an analytics solution?1. Round out your appPoint customer demand2. Meet•Dot 1 revenue3. Grow•Dot 24. Expand your...
Why not build it yourself?Point•Dot 1•Dot 2                             Build or Buy?              And other great ways to...
Why not build it yourself?1. Costly (money and personnel)Point2. Ongoing support and maintenance•Dot 13. Reduce your time ...
FunctionalityBest Practices
Best Practice #1      Select based on       Functional Fit
2 Types of BIThere is 2 types of Business Intelligence.Point for and by the individual;1.Analysis•Dot 1versus•Dot 22.Produ...
Think about the BI consumerBI ConsumersPoint•Dot 1 Dashboards are not an Analyst tool•Dot 2 on what business users want A ...
The functional checklistGet thePoint basics right:•Dot 11.Dashboards•Dot 22.Ad Hoc Reporting3.Meta-data layer4.Scheduling5...
Best Practice #2   Its all about the user         experience
What to look for in UXPoint•Dot 1•Dot 2
Users want to engage with their data•   Drill Down•   Drill Through•   Drill Anywhere•   Analytic Filters•   Time Sliders•...
Lets not make it ugly!Point•Dot 1•Dot 2
PlatformBest Practices
Best Practice #3    Small footprint & platform independence
Todays SessionPoint•Dot 1•Dot 2                 Technology Changes           Make sure your BI solution does              ...
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 yourcustomers
Best Practice #7 Integrate authentication    with single sign-on
Single Sign-onMake it easy for users to accessyour reporting module
Best Practice #8 Maintain the integrity of  your data security
Report SecurityThe BI app should not createsecurity gaps
Best Practice #9  Plan for multi-tenancy
Partition your dataReuse content across clients butpartition 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
Data Quality Matters Delivery        | Functional
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
Who is the Functional Delivery         | dashboard for?
Best Practice #13  Plan your deployment         strategy
Packaged DeploymentDeveloping is one thing gettingout there another
The deployment checklistGet thePoint basics right:•Dot 11.Consulting & Training•Dot 22.Support Processes3.Manage / Lockdow...
Best Practice #14 Price to maximize sales
Price parity is criticalMake it a tick the box item not aheavy negotiating point
Best Practice #15Pick your BI Partner well
Your BI PartnerIts not a transactional relationship
ConclusionQuestions
More InformationYear           | LastYellowfinwww.yellowfinbi.comFeedback & Questionspr@yellowfin.bi                      ...
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Yellowfin Embedded BI Best Practices

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If you’re a software developer, you’ve probably noticed that the enterprise software market is changing – rapidly. Keep reading; this isn’t a sales pitch.

More organizations, from across more industries, are seeking the ability to track, measure and manage their business processes. They’re looking to report on, analyze and present their organizational data in a range of formats, to help identify trends and opportunities, and support fundamental decision-making.

You can support that need by integrating reporting and analytics functionality into your existing software applications. And, you can do it painlessly, without having to spend all your time developing and supporting it.

This type of capability, often referred to as embedded Business Intelligence (BI), can add 20% to 30% to your organization’s top line revenue, increasing profit margins in both the short and longer term. Simply put, it can add another layer of awesomeness to your product.

In this Embedded BI Best Practices Webinar, presented by Yellowfin,
you’ll learn how to:
• Identify the BI features you require to successfully embed reporting and analytic capabilities into your existing software suite and exceed customer expectations
• Take your new analytic module to market quickly and win new business
• Successfully introduce BI to your customers and end-users in a way that stimulates interest, adoption and delivers value quickly

“It’s no secret that demand for reporting and analytics capabilities has spread across enterprise, and even customer-oriented, software throughout almost all major industries,” said Yellowfin CEO, Glen Rabie. “However, a degree of mystery and confusion still obscures the processes and features required to effectively and efficiently integrate analytical functionality into existing software applications.

“This Webinar will outline how to quickly enhance the value and salability of core product suites by adding an analytics module, whilst simultaneously avoiding stressful and common deployment, support and maintenance impediments.”

- Yellowfin CEO, Glen Rabie

Published in: Technology
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Yellowfin Embedded BI Best Practices

  1. 1. Embedded Best Practices
  2. 2. Your presenters Year | LastYellowfin CEO, Glen RabieSenior Technical Consultant, Ivan Seow
  3. 3. IntroductionThinking about embedded BI
  4. 4. Why Embed an analytics solution?1. Round out your appPoint customer demand2. Meet•Dot 1 revenue3. Grow•Dot 24. Expand your customer footprint
  5. 5. Why not build it yourself?Point•Dot 1•Dot 2 Build or Buy? And other great ways to spend your weekends
  6. 6. Why not build it yourself?1. Costly (money and personnel)Point2. Ongoing support and maintenance•Dot 13. Reduce your time to market and time•Dot 2 to action4. Limited product functionality5. Lack of agility: What happens when your needs change?
  7. 7. FunctionalityBest Practices
  8. 8. Best Practice #1 Select based on Functional Fit
  9. 9. 2 Types of BIThere is 2 types of Business Intelligence.Point for and by the individual;1.Analysis•Dot 1versus•Dot 22.Productionised mass distribution of pre-defined analysis
  10. 10. Think about the BI consumerBI ConsumersPoint•Dot 1 Dashboards are not an Analyst tool•Dot 2 on what business users want A focusand need•Trying to figure out how your dataactually gets used in organizations
  11. 11. The functional checklistGet thePoint basics right:•Dot 11.Dashboards•Dot 22.Ad Hoc Reporting3.Meta-data layer4.Scheduling5.Mobile6.Collaboration
  12. 12. Best Practice #2 Its all about the user experience
  13. 13. What to look for in UXPoint•Dot 1•Dot 2
  14. 14. Users want to engage with their data• Drill Down• Drill Through• Drill Anywhere• Analytic Filters• Time Sliders• Series Selection
  15. 15. Lets not make it ugly!Point•Dot 1•Dot 2
  16. 16. PlatformBest Practices
  17. 17. Best Practice #3 Small footprint & platform independence
  18. 18. Todays SessionPoint•Dot 1•Dot 2 Technology Changes Make sure your BI solution does not end up as eWaste
  19. 19. Best Practice #4 Make sure its mobile
  20. 20. Device Independence
  21. 21. Integration & SecurityBest Practices
  22. 22. Best Practice #5 Choose the level of UI integration that is right for you
  23. 23. Best Practice #5Loose v Tight IntegrationHow seamless can you go?
  24. 24. Best Practice #6 Rebrand to increase user adoption
  25. 25. Stand outYour brand has value to yourcustomers
  26. 26. Best Practice #7 Integrate authentication with single sign-on
  27. 27. Single Sign-onMake it easy for users to accessyour reporting module
  28. 28. Best Practice #8 Maintain the integrity of your data security
  29. 29. Report SecurityThe BI app should not createsecurity gaps
  30. 30. Best Practice #9 Plan for multi-tenancy
  31. 31. Partition your dataReuse content across clients butpartition data
  32. 32. DeploymentBest Practices
  33. 33. Best Practice #10 Prepare your data for reporting not transactions
  34. 34. Optimize for ReportingEnsure your reports are fast with the appropriate data schema
  35. 35. Data Quality Matters Delivery | Functional
  36. 36. Best Practice #11 Make it easy for your clients – Prebuild your meta-data
  37. 37. Get the foundations rightShip with out of the box meta- data for your customers
  38. 38. Best Practice #12 Ship with relevant out- of-the-box content
  39. 39. Who is the Functional Delivery | dashboard for?
  40. 40. Best Practice #13 Plan your deployment strategy
  41. 41. Packaged DeploymentDeveloping is one thing gettingout there another
  42. 42. The deployment checklistGet thePoint basics right:•Dot 11.Consulting & Training•Dot 22.Support Processes3.Manage / Lockdown Your Content4.Release Schedules5.Install Packages6.Upgrades
  43. 43. Best Practice #14 Price to maximize sales
  44. 44. Price parity is criticalMake it a tick the box item not aheavy negotiating point
  45. 45. Best Practice #15Pick your BI Partner well
  46. 46. Your BI PartnerIts not a transactional relationship
  47. 47. ConclusionQuestions
  48. 48. More InformationYear | LastYellowfinwww.yellowfinbi.comFeedback & Questionspr@yellowfin.bi @YellowfinBI Yellowfin LinkedIn User Group

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