Visualize ALL Your Enterprise DataFrom Within SugarCRMIntricity and Logi Analytics
Reporting in Sugar…• SugarCRM provides easy touse reporting features andallows end-users to be able tobuild their own repo...
1st Challenge• Native Sugar Reports can only report on data thatresides in the SugarCRM database• There are many other sou...
One Approach – Load it into the SugarDatabase• Create custom modules in Sugar to loadthe external data into, so that you c...
Load the data into Sugar Approach….Transactional Data Sources(SQL, XML, etc.)Web ServicesProviderDataWarehouseMetadataSumm...
Challenges with the “Load it into the Sugardatabase ” approach….• The SugarCrm database is designed and optimizedprimarily...
Challenges with the “Load it into the Sugardatabase ” approach…. (cont’d)• The viewing of native reports and charts is lim...
Depending on the amount of data, type ofdata, and complexity of reports…If you are trying tomake SugarCRMyour enterprise d...
Another Approach – use 3rd party reportingtool• Many BI platforms allow for improved performance, andgraphics for performi...
Challenge with using 3rd party reporting tools• Separate Reporting tools often create a separate portalfor users to access...
Salespeople should live in the CRM like aGoalie lives in his net….
Another solution….Embedded Enterprise Dashboards in Reports within SugarCRMpowered by Logi Analytics• CRM embedded analyti...
Why Logi Analytics and Sugar make a goodcouple?• Logi Analytics provides CPU based licenseswith NO PER USER FEES• Low tota...
LogiXMLwww.logixml.comLogiXML – How it worksLogi Info StudioTransactional Data Sources(SQL, XML, etc.)Report Definitions(X...
Sugar-Logi Architecture1515Logi Info ServerPresentationEngineAnalyticalEngineDataEngineSecurityEngineLogi Info StudioDevel...
Data Sources1616Built-in support for a large variety of data sources…
Bar Charts
Gauges
Dashboard Samples
Dashboard Samples
Dashboard Samples
Dashboard Samples
Dashboard Samples
Two Options for Integration1. Module specific dashboards, (e.gCustomer Performance Dashboard withinthe Account View)2. Ful...
Option 1 – Module Specific Dashboards• Have a need to incorporate a dashboard within thecustomer/account profile so that s...
Option 2 – Complete Logi Integration withinSugarCRM• Replace your native dashboard with one completelypowered by Logi Anal...
SugarCRM – Logi AnalyticsLogi Goes Completely Native withinSugarOverview
Security• SugarCRM has several layers of security. Users can be flagged assystem administrators and have access to every m...
Logi Report Security• Security for access to individual reports works a little differently (andhopefully better) in the in...
The Sugar-Logi Dashboard
Logi Analytics Reports Launched From TheSugarCRM Interface
Sugar-Logi Default Homepages
Sugar-Logi Integration provides CentrallyManaged DashboardsSugar-Logi Integration gives Administrators the ability to crea...
Thank YouAdrian Boerstra646-483-4451aboerstra@intricity.com
SugarCon 2013: Visualize ALL Your Enterprise Data From Within SugarCRM
SugarCon 2013: Visualize ALL Your Enterprise Data From Within SugarCRM
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SugarCon 2013: Visualize ALL Your Enterprise Data From Within SugarCRM

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Adrian Boerstra, Director of Business Solutions, Intricity

When it comes to understanding your customers a full picture is worth a thousand words. SugarCRM allows you to track opportunities through the sales cycle and close the loop on customer communication. However, a 360 degree view of your customer requires information from other systems in your organization. How do you gain more context about customers, such as historical sales, actual billed revenue, receivables, installed products, subscriptions, etc? Through the seamless integration of LogiXML within Sugar. We’ll demonstrate how to take information that is contained outside SugarCRM and provide intuitive, visual context within the SugarCRM workspace to customer information at your fingertips and make business decisions quickly.

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  • Let’s see how Logi Info works. We start out with a Web Server, which you probably already have running. <click>The Logi Info engine is installed into your Web Server. Info will run on any Web Server that support .NET 2 or Java 6, which includes Microsoft IIS, Apache Tomcat, JBoss and more. <click>Logi Info can connect to virtually any data source such as your relational database, flat files, Web services, and more <click>Now using Logi Studio you build your BI application <click>Studio generates “Report Definition” files that are published to the Web server. These files are standards based XML and instruct the Logi engine how to generate the reports. <click>Users will simply point their browsers to the Web server to access the your BI application. Your user can also have the ability to export reports into comment file formats, such as PDF and Excel, for offline viewing.
  • SugarCon 2013: Visualize ALL Your Enterprise Data From Within SugarCRM

    1. 1. Visualize ALL Your Enterprise DataFrom Within SugarCRMIntricity and Logi Analytics
    2. 2. Reporting in Sugar…• SugarCRM provides easy touse reporting features andallows end-users to be able tobuild their own reports, anddashboards• SugarCRM provides nativereporting capability on datathat resides in the CRMdatabase
    3. 3. 1st Challenge• Native Sugar Reports can only report on data thatresides in the SugarCRM database• There are many other sources of data required tocomplete a 360 view of:– customer relationships– Sales performance– Vendor• Other data sources– HR systems, Payroll, Finance, ERP, EDW, etc
    4. 4. One Approach – Load it into the SugarDatabase• Create custom modules in Sugar to loadthe external data into, so that you canleverage the native reporting capability inSugarCRM
    5. 5. Load the data into Sugar Approach….Transactional Data Sources(SQL, XML, etc.)Web ServicesProviderDataWarehouseMetadataSummary DataRaw DataInternet orIntranetETL
    6. 6. Challenges with the “Load it into the Sugardatabase ” approach….• The SugarCrm database is designed and optimizedprimarily for data entry, and not advanced analytics.• When aggregating large amounts of historical data andmillions of rows, particularly at the reportlevel, SugarCRM is likely to experience performanceslowdowns• SugarCRM native reports are all calculated at run-time.This can also lead to performance issues.• SugarCRM reporting while very flexible, doesn’t have theextensive library of graphic options of specializedbusiness intelligence tools.
    7. 7. Challenges with the “Load it into the Sugardatabase ” approach…. (cont’d)• The viewing of native reports and charts is limited to thedashboard, and reporting module.• For organizations that want analytics or KPI’s that arespecific to the customer profile that is being viewed, thenative reporting doesn’t allow charts, and visualizationsto be incorporated into the DetailView for yourAccounts, Contacts, or other records.• This means that additional clicks are required if you needto leave the account profile in order to view a graphicalrepresentation of historic sales for a given customer.
    8. 8. Depending on the amount of data, type ofdata, and complexity of reports…If you are trying tomake SugarCRMyour enterprise datawarehouse for thebasis of complexanalytics you may betrying to fit a squarepeg into a roundhole…
    9. 9. Another Approach – use 3rd party reportingtool• Many BI platforms allow for improved performance, andgraphics for performing analysis on disparate systems
    10. 10. Challenge with using 3rd party reporting tools• Separate Reporting tools often create a separate portalfor users to access in order to get at the information.• When we ask customer facing users to navigate awayfrom the CRM tool in order to get answers to businessquestions, we are essentially with-holding importantinformation from them until they ask the right question.
    11. 11. Salespeople should live in the CRM like aGoalie lives in his net….
    12. 12. Another solution….Embedded Enterprise Dashboards in Reports within SugarCRMpowered by Logi Analytics• CRM embedded analytics put the answerswhere users are working, so that they areinformed of performance history, andexceptions within the context of thebusiness process that they are engagedin.
    13. 13. Why Logi Analytics and Sugar make a goodcouple?• Logi Analytics provides CPU based licenseswith NO PER USER FEES• Low total cost of ownership• Quick implementation• Logi Analytics provides quick connectivity tomultiple data sources in many cases withoutthe need for a data mart or complex dataextraction and loading• Huge library of charts, graphs, and gauges• Easily embedded within the Sugarinterface, and other enterprise applications
    14. 14. LogiXMLwww.logixml.comLogiXML – How it worksLogi Info StudioTransactional Data Sources(SQL, XML, etc.)Report Definitions(XML Files)Web ServerWeb ServicesProviderDataWarehouseEnd User Web BrowerLogi InfoEngineMetadataSummary DataRaw DataInternet orIntranetEnd User Smartphone or Tablet
    15. 15. Sugar-Logi Architecture1515Logi Info ServerPresentationEngineAnalyticalEngineDataEngineSecurityEngineLogi Info StudioDevelop DeployOn-PremiseRDBMSIn The CloudWeb Services FilesBrowsers Mobile
    16. 16. Data Sources1616Built-in support for a large variety of data sources…
    17. 17. Bar Charts
    18. 18. Gauges
    19. 19. Dashboard Samples
    20. 20. Dashboard Samples
    21. 21. Dashboard Samples
    22. 22. Dashboard Samples
    23. 23. Dashboard Samples
    24. 24. Two Options for Integration1. Module specific dashboards, (e.gCustomer Performance Dashboard withinthe Account View)2. Full Integration of Logi Analytics intoSugar
    25. 25. Option 1 – Module Specific Dashboards• Have a need to incorporate a dashboard within thecustomer/account profile so that sales people can seethe performance history while they are viewing theaccount record?• Opportunity success history within the opportunitiesmodule…• Some other dashboard that requires one of the following:– Data brought in from outside SugarCRM– Ability to be viewed from somewhere in Sugar other than thereports module, or the home page– A chart, or visual component that isn’t available from Sugar’snative reports
    26. 26. Option 2 – Complete Logi Integration withinSugarCRM• Replace your native dashboard with one completelypowered by Logi Analytics• Centrally managed dashboards• Complete role and security awareness within reports.– If you’ve blocked access to a certain item using Sugarroles, then that item will be blocked in the Logi report as well forthat user• Ability to run Logi reports from the reports module inSugar
    27. 27. SugarCRM – Logi AnalyticsLogi Goes Completely Native withinSugarOverview
    28. 28. Security• SugarCRM has several layers of security. Users can be flagged assystem administrators and have access to every module and everyrecord in the database. Roles determine what modules users haveaccess to. Using Roles, users can be granted access to every row ina module without being a System Administrator. Team securitydetermines what records in the table users can view. The Sugar-Logi integration takes into account Role and Team security. Theonly security feature that is not seamless in field level security. Eachof the security mechanisms are defined below.
    29. 29. Logi Report Security• Security for access to individual reports works a little differently (andhopefully better) in the integration. When viewing a list of reports inout of the box Sugar Reports, Sugar uses Roles to determine whatmodules you have access to and teams to what Reports you cansee and filters the list of Reports. Since Logi reports don’t have tobe based on a particular module, all of the security is based onRoles. When the user requests a report or views theDashboard, the following occurs:
    30. 30. The Sugar-Logi Dashboard
    31. 31. Logi Analytics Reports Launched From TheSugarCRM Interface
    32. 32. Sugar-Logi Default Homepages
    33. 33. Sugar-Logi Integration provides CentrallyManaged DashboardsSugar-Logi Integration gives Administrators the ability to create Default Home Pages byRoles:
    34. 34. Thank YouAdrian Boerstra646-483-4451aboerstra@intricity.com

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