This document discusses how to build social intelligence in organizations by bringing social capabilities to business intelligence (BI) tools. It recommends focusing on business goals, decoupling data collection from analysis, defining ad-hoc cross-functional teams, tying analysis to decision-making, and empowering business users with self-service analytics and collaborative workspaces. Examples of how social BI can help sales, operations, projects and management are provided.

1. How to Build Social Intelligence in Your Organization

2. What do we see in the market today?

3. Speed of making a decision is becoming incredibly important

4. Analytical tools are still too complicated for business users to use

5. Data insights get lost outside of the BI system

7. We live in a Social World

8. Bringing Social to BI

10. Desktop integration (email, search, etc)

11. Annotations, discussion threads

12. White boarding

13. Presence awareness

14. Chatting, Instant Messaging

15. Searching

16. Subscribing

18. #1 - Focus on business goals & business users Keep the end user in mind from the start Unite the IT department with less technically savvy business users Users should control the flow & content, while IT group secures the data & subsequent analysis.

19. #2 - Decouple the data collection from the business analysis Data Collection Continuously collect, cleanse and properly structure data from multiple sources Keep business users out of the complexities of the data Business insight Let business users define their needs & goals Increase the velocity of your insight generation Allow for continuous change & evolution

20. #3 - Work-in your ad-hoc teams Define your ad-hoc teams By areas of interest (NOT by org chart) Add BI experts to these teams Gradually add teams to the pool of users More people using the system collaboratively improve the level of the suggestiveness

21. #4 - Tie analysis to decision making processes Decision makers must have accurate insights in front of them Add the insight to decision making processes Use the Insight-evolution traceability of the system to ensure proper documentation of the decision making

22. #5 - Faster, stronger enterprise Collaborative decision environment Cultural transformation Shift away from the data-centric approach to the knowledge- and wisdom-centric method

23. How do you empower business users?

25. Interactivity

26. Self-Service Analytics

27. Web 2.0 features (wikis, tags, like buttons, etc.)

28. Discoverable capabilities (no ‘right click’)

30. Collaborative decision making platform To build the Corporate Intelligence

31. User Scenarios

33. Increased revenue per customer

34. Decreased idle time and operational costsJames Madden – VP Sales

36. On time delivery according to plan

37. Learning from past mistakes, improving our process after each collaborative meeting Garry Jones – VP Ops

39. All the data, context and process is kept in the system helping the enterprise grow it’s corporate intelligence.Gail Sanders – Team Leader Ben Spencer – Team Member Julie Cohen – Team member Sandy Gibson – Team member

42. Productivity is higher, as measurement, analysis and collaboration is done in one place.

44. Over 1,600 customers worldwide Telecom, Media & Entertainment Healthcare Manufacturing Financial Services Retail & Distribution

45. Gartner “Customers ranked Panorama in the top third of vendors for OLAP and dashboard capabilities, with a higher proportion of users using the product for ad hoc analysis (29%) than other users of products/vendors featured within this year's Magic Quadrant.” http://www.scribd.com/doc/48815541/Gartner-BI-MQ-2011

46. Learn more See a demo of how to bring Social Intelligence to BI: info@panorama.com BI Industry News: www.panorama.com/industry-news Follow us on Twitter: http://twitter.com/PanoramaSW Panorama Software on Facebook: http://www.facebook.com/pages/Panorama-Software/69503193948