What's the next big trend in analytics software and applications? You've probably used it without even knowing: embedded reporting and analytics. Software development teams more often now are embedding 3rd party analytics solutions into their products and applications to let them focus on other core areas of their software. They also want to provide what their users ask for: reporting and analytics from within the context of the applications they are already using. Dean Yao will talk you through powerful strategies and best practices in embedded reporting, dashboards and analytics that will add value to your products and applications while giving you an analytics partner you can rely on. Empower users with better data presentation and exploration for deeper insights into their data.

1. Embedded Analytics, Everywhere
Dean Yao
Hannah Flynn
With:
Moderated by:
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2.
Revulytics gives any software producers deep and actionable insight into
who is using their software products and how they are being used, and the
out-of-box analytics that enable them to grow incremental revenue, convert
and retain customers, and make decisions about licensing and cloud
transformation strategies.

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interact with the presenters
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4. About Dean Yao
Dean leads product marketing for Jinfonet Software. Previously, he was a senior product manager at cloud
computing startup Nimbula (acquired by Oracle). Dean was also in technical marketing at VMware, specializing in
virtualization clustering and resource management products. He started his career in hardware virtualization
research at Intel Research Labs. Dean earned his Ph.D. and M.S. in Computer Science from the University of
Southern California, and a B.S. in EECS from UC Berkeley.
About Hannah Flynn
Hannah went to The University of Chicago, where she majored in Environmental Studies with a concentration in
Economics and Policy. She now works with Aggregage on social media strategy and webinar production on sites
such as Product Management Today, B2B Marketing Zone, and Customer Experience Update.

5. 5
Agenda
• BI Trends
• Why Embedded Analytics?
• Real Challenges Solved by Embedded Analytics
• Q & A

6. 6
BI – Making Sense of Data
Reports
Dashboards
Visualization

7. 7
BI Capabilities That Matter
Dresner Advisory Services
Wisdom of Crowds®
Embedded BI Market Study

8. 8
By 2020, 80% of enterprise application vendors
will compete on the sophistication of advanced
analytics offered in their solutions.
5 Best Practices for Choosing an
Embedded Analytics Platform Provider

9. 9
Embedded Analytics Positioning
Enterprise and ISV
software that support
business processes and
manage data
generated by them,
but lack analytics.
Traditional BI platforms
that focus on data prep
and integration, as well
as analysis via scripting,
reports and interactive
visualizations.
Source: https://www.softwareadvice.com/resources/embedded-analytics-definition-and-examples/

10. 10
Target Applications for Embedded Analytics
Dresner Advisory Services
Wisdom of Crowds®
Embedded BI Market Study

11. Embedded Analytics
11
Embedded Analytics Alternatives
DIY – Homegrown
BI Vendors

12. 12
Embeddable Anywhere
Any Deployment Model
Cloud, SaaS, On-Premises
Any Application
Front-end (JavaScript/RESTful APIs)
Back-end (Java/.NET APIs)
Any Data Source
Relational DB, NoSQL, Hadoop
RESTful – JSON and XML

13. 13
View. Monitor. Analyze.
Power Users
Explore & Analyze. Mine. Publish.
• Data Analysts
• BI Owners
• Managers
• Executives
• Customers
• Application Owners
• Database Admins
• Report Designers
Create. Innovate. Empower.
Business Users/Consumers
Developers
User Personas

14. 14
Large Software Provider Challenges
• Bogged down by formal reporting requests sent to reporting department
• Need accessible, agile, self-service reporting for diverse users
Personas:
• Developers
• Power Users

15. 15
15
• Run report once, easily split result
to multiple users and destinations
• Better than running report
repeatedly for each user
• Email, ftp, disk, versioning system
• Multiple criteria (bursting keys)
Report Scheduling and Bursting

16. 16
Healthcare Reporting Challenges
• Teaching Hospital of Harvard
Medical School wants to provide
personalized “Health Snapshots”
for proactive health management
• Need dynamic, custom
visualizations and precise layouts
• Personas: Developers, Consumers

17. 17
Financial Reporting Challenges
• Conventional and government mortgages
• Need flexible report outputs including
printing, scheduled delivery options, and
pixel perfect form and report production
• Personas: Developers, Business Users

18. 18
Banded Reporting
Banded Object
Chart Embedded
in Banded Object

19. 19
Large Scale Enterprise IT Challenges
• Visa Small Business serves tens of
thousands of companies
• Millions of commercial cardholder
accounts
• Need scalable, high performance
reporting
• Personas: Developers, Power Users,
Business Users

20. 20
20
Clustered Architecture
• Server Clustering
Standalone or application server
• High Reliability
Fault tolerance for non-stop ops
Auto recovery from multiple faults
• High Scalability
Flexible load balancing
Scalable in multiple dimensions: workload size,
#users, on-demand/scheduled

21. 21
Performance
Pipelining
In-memory cubes
and caching

22. SaaS Provider Challenges
• Broker software for hotel and conference
planners (90% of conferences in Las Vegas)
• Need scalable reports and dashboards for
300k users in 25k orgs
• Need report and dashboard experience to be
seamless
Personas:
• Developers
• Power Users
• Business Users

23. 23
Tenant Management
User
Management
Resource
Management
System Admin
User
Management
Resource
Management
User
Management
Resource
Management
Tenant 3 AdminTenant 1 Admin Tenant 2 Admin
23
Built-in SaaS Support
• Repository based multi-tenancy
• Tenant (org) creation and user admin
• Resource allocation for organizations
with resource isolation
• Security control inside organizations

24. 24
Seamless Customization
• Match the look, feel, behavior
and business logic of your
application
• Configurable profiles, NLS, CSS
• Single Sign-On
• White labeling

25. Q&A
Hannah Flynn
With:
Moderated by:
Director of Marketing, Jinfonet Software
Linkedin page: linkedin.com/in/deanyao/
Twitter ID: @Jinfonet
Email: dyao@Jinfonet.com
Website: Jinfonet.com
Download: GoJReport.com
Dean Yao
Site editor, Product Management Today
Linkedin page: linkedin.com/in/hannahmflynn
Twitter ID: @prodmgmttoday
Email: hannah@aggregage.com
Website: productmanagementtoday.com
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