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Mobile BI Best Practices
BI & Mobility
Mobile BI is where it’s at!
Your presenters Year
          | Last

Yellowfin CEO, Glen Rabie




VP Sales & Services in APAC, Actian
Corporation
Last Year | Last Year

The number of Smartphones & Tablets
sold exceeded the number of PCs sold
| Mobile device v PC
Mobile device vs PC




 The trend is going to
      accelerate
Smartphone conversion Conversion
         | Smart Phone

Smartphone conversion from dumb
phone is underway
| Internet Access Growth
Internet access growth

By 2014 mobile internet usage will be
greater than desktop
| Tablets & PCs
Tablets & PCs



147 Million
Tablet shipments in 2015 - up from 16M
in 2010


IDC
Tablet transition Transition
           | Tablet



31%
Of organizations say the tablet will
replace the PC as the main computing
device
InformationWeek’s 2012 Outlook report
Not just anyNot just any old tablet
           | old tablet



100%
Of fortune 500 Co’s are deploying the
iPad as their Tablet device
InformationWeek’s 2012 Outlook report
| Mobile = Convenience
Mobile = convenience




                  V
How convenient?convenient?
        | How
Mobile BI: | Mobile BI it’s happening
           It’s happening



68%
Of organizations plan to add Mobile BI
capabilities to their data strategies this
year
DAS 2011 Mobile BI Study
BI on the Smartphone
What have we learnt?
Functional |delivery
             Functional Delivery



33%
By 2013, 33 percent of BI functionality will
be consumed via handheld devices.


Gartner Predicts 2011 report
What do they do?do they do?
          | What

Mobile users consume content…
Mobile BI for consumers consumers
           | Mobile BI for

The BI consumer is the largest
audience for BI data.




                         Analysis
                         BI Consumer
Mobile users – do they differ? they Differ?
          | Mobile users - do

BI Consumers:
2.Don’t produce content
3.They are task workers or
Executive & Management

These users are often new to BI
The rethink The Rethink
          |


    The traditional BI
   delivery model just
   does not work on a
     mobile device
Mobile BI Deployment
Best Practices
NOT SLOW
AND HARD!
Best Practice #1




  Device Independence
| The big dilemma




Is Mobile BI special – does it need to be
custom built?
| Device Independence
Device independence



75%
Of users access their BI from multiple
devices


Dresner Mobile BI Study
Use Case – Insurance


Health
Point provider dives into Mobile
BI
•Dot 1
•Dot 2 Insurance company
 Large
•Executive & Management Reports
•Existing BI solution had no Mobile
•Large Search – Oracle, MSTR, etc
| Device Independence
Device independence

“Display iPad and iPhone graphically
in fashion as close as possible to the
display and navigation experienced
by the user on their desktop or laptop
when consuming reports including
drill through”


Recent Customer RFP
| Device Independence
Device independence




   We need to reuse
       content
Best Practice #2




  Mobile BI must include
    the smartphone
Mobile BI preferencesPreference
          | Mobile BI



66%
Of users vote a smartphone as the #1
choice for accessing BI versus a tablet


Dresner Mobile BI Study
Mobile BI preferencesPreference
          | Mobile BI



50%
Of smartphone Mobile BI users prefer the
iPhone over any other operating system


Dresner Mobile BI Study
Plan for phone deployment deployment
           | Plan for Phone
Use case – Logistics


Logistics takes to smartphone
Point
•Dot 1 reporting & analytics
mobile
•Dot 2 logistics company
 Large
•Supervisors have phones, no tablets
•Existing BI solution had no native
support for smartphones
Best Practice #3




 It must be fun & easy to
           use
| Mobile Users
Mobile users

Mobile Users are:
•Non-technical
•Want rapid access to their data
•Need to be engaged
Ease of useEase of Use
          |
Best Practice #4




  Mobile BI must enable
      collaboration
The mobile The Mobile Difference
         | difference

Mobile usage is different
•The phone is fundamentally a
collaboration device
•The tablet is often brought to meetings
•The PC is a single user device
| What do they want?

Collaboration
| Collaboration Features
Collaboration features

Mobile Collaboration requires users share
insight easily.
•Comments and discussion
•White board
•Email
•Alerts
Use case – Higher Education


Higher
Point education provider share
insights with Mobile BI
•Dot 1
•Dot 2
 Internationally recognized institution
•Dispersed workforce
•Cohesive decision-making anytime
Best Practice #5




     Mobile BI must be
        interactive
Lets me see the me see the detail
          | Lets detail



Mobile Dashboards should be
high level. But, users need to
 be able to get to the detail.
Interactive |features
              Interaction Features

Mobile BI needs to support:
•Drill Down hierarchies
•Drill Through to detail
•Drill Anywhere
•Filtering
•Sectioning
Use case – Real estate


Real
Point estate data aggregator turns
to Mobile BI to sell
•Dot 1
•Dot 2
 Recognized data provider
•Field sales force demonstrates to
prospects
•Interactivity boosts sales
Best Practice #6




  Mobile BI must be fast
Speed   | Speed



Greater Interactivity and more
  users drives the need for
           speed.
Performance needs to be fast


 Point
10 Seconds
 •Dot 1
How long users will wait for a
dashboard to load in a browser
 •Dot 2

2-3 Seconds
How long users will wait on a Mobile
device
| Usage & Performance
Usage & performance

You need to take account of the
fact that you will have:
•More users
•Greater concurrent usage
•Greater interaction
•More BI use cases
Strategies |for speed for Speed
             Strategies

Mobile Strategies
•Cache reports on the device
•Optimize reports and dashboards
•Get a fast database
How do we How do we get faster…
        | get faster?
                                                                                                           VectorWise
                                                                                                           3 May 2011
 1TB Performance
 Benchmark                                                                                                      32
                                                                                                              Cores
 Composite Queries Per                                                                                         1TB
                                                                                                              RAM
 Hour TPC-H@1TB (Non-
 Clustered)


                                                                                         Microsoft
                                                                                        SQL Server
                                                                      Sybase IQ            5 April 2011
                                     Oracle            Oracle           15 Dec 2010
                  Oracle                              26 April 2010
                                   29 April 2009
Sybase IQ         2 May 2008
                                                                                              80
 1 Feb 2010                                                                                 Cores
                                                                                         80 2TB
                                                                                            RAM
                                                                                        Cores
                                                                                         2TB
 102,375           118,573           123,323           140,181            164,747          173,961
                                                                                         RAM                 436,788
  QphH              QphH              QphH              QphH               QphH              QphH             QphH

                                                                                   Source: www.tpc.org / May 3, 2011
 TPC, TPC Benchmark, TPC-H, QppH, QthH and QphH are trademarks of the Transaction Processing Performance
 Council (TPC)
Best Practice #7




     Mobile BI must be
          secure
Your data isYourthere… out there
          | out data is



   If your BI is Mobile – it’s
 outside your firewall! It’s out
             there.
Security is |critical is Critical
              Security

Plan your security strategy:
•Do you want to cache?
•Login on app access
•Content Security – who sees what?
•Data Security – access to data
Integrated |security
             Integrated Security



Security that is integrated with
 your BI platform means less
    rework and easier to
          administer
| Security Features
Security features

Mobile BI needs to have:
•Integrated Security
•Needs to be Auditable
•Emails need to be through your app
•Needs Simple Centralised Admin Control
Best Practice #8




 Mobile BI must support
     Offline Mode
| Offline Mode
Offline mode



  It still happens. Sometimes
   your users can be offline!!
    Make sure your Mobile BI
      supports offline mode.
Best Practice #9




    Mobile BI must be
   tailored to the user
  profile and out-of-the-
            box
Ready to goReady to go
          |

Once a user connects:
•Prebuilt Dashboards
•Relevant Content
•Tested for Mobile
| Out-of-the-box
Out-of-the-box



 It seems obvious, but plan for
  an out-of-the-box experience
         for your users
Best Practice #10




   Mobile BI must be a
       consistent
Lastly…




   Mobile BI must be a
    great experience
| Ready to go
A Consistent User Experience

Plan your content Interaction:
•Set interaction UI standards
•Same Location – Always
•Makes training easy
•Makes deployment of new content rapid
10 Mobile BI best practices


Mobile
Point BI must be…
2.Device independent
•Dot 1
3.Include the smartphone
•Dot 2
4.Fun & easy to use
5.Enable collaboration
6.Interactive
7.Fast
8.Secure
9.Able to support offline mode
10.Tailored to the user profile out-of-the-box
11.Consistent
A great experience experience
          | A great



  High user adoption and an
 increased ROI are the result
   of following points 1-10!
| What do users want?




A Great Experience
Let’s See It In Action
How it works
More InformationYear
           | Last

Yellowfin
www.yellowfinbi.com

Vectorwise
www.actian.com/                         @YellowfinBI
                                        @ActianCorp
Feedback & Questions
pr@yellowfin.bi




                        Yellowfin LinkedIn User Group
                       Vectorwise LinkedIn User Group
Conclusion
Questions

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Mobile BI Best Practices: 10 Steps for Success

  • 1. Mobile BI Best Practices
  • 2. BI & Mobility Mobile BI is where it’s at!
  • 3. Your presenters Year | Last Yellowfin CEO, Glen Rabie VP Sales & Services in APAC, Actian Corporation
  • 4. Last Year | Last Year The number of Smartphones & Tablets sold exceeded the number of PCs sold
  • 5. | Mobile device v PC Mobile device vs PC The trend is going to accelerate
  • 6. Smartphone conversion Conversion | Smart Phone Smartphone conversion from dumb phone is underway
  • 7. | Internet Access Growth Internet access growth By 2014 mobile internet usage will be greater than desktop
  • 8. | Tablets & PCs Tablets & PCs 147 Million Tablet shipments in 2015 - up from 16M in 2010 IDC
  • 9. Tablet transition Transition | Tablet 31% Of organizations say the tablet will replace the PC as the main computing device InformationWeek’s 2012 Outlook report
  • 10. Not just anyNot just any old tablet | old tablet 100% Of fortune 500 Co’s are deploying the iPad as their Tablet device InformationWeek’s 2012 Outlook report
  • 11. | Mobile = Convenience Mobile = convenience V
  • 13. Mobile BI: | Mobile BI it’s happening It’s happening 68% Of organizations plan to add Mobile BI capabilities to their data strategies this year DAS 2011 Mobile BI Study
  • 14. BI on the Smartphone What have we learnt?
  • 15. Functional |delivery Functional Delivery 33% By 2013, 33 percent of BI functionality will be consumed via handheld devices. Gartner Predicts 2011 report
  • 16. What do they do?do they do? | What Mobile users consume content…
  • 17. Mobile BI for consumers consumers | Mobile BI for The BI consumer is the largest audience for BI data. Analysis BI Consumer
  • 18. Mobile users – do they differ? they Differ? | Mobile users - do BI Consumers: 2.Don’t produce content 3.They are task workers or Executive & Management These users are often new to BI
  • 19. The rethink The Rethink | The traditional BI delivery model just does not work on a mobile device
  • 22. Best Practice #1 Device Independence
  • 23. | The big dilemma Is Mobile BI special – does it need to be custom built?
  • 24. | Device Independence Device independence 75% Of users access their BI from multiple devices Dresner Mobile BI Study
  • 25. Use Case – Insurance Health Point provider dives into Mobile BI •Dot 1 •Dot 2 Insurance company Large •Executive & Management Reports •Existing BI solution had no Mobile •Large Search – Oracle, MSTR, etc
  • 26. | Device Independence Device independence “Display iPad and iPhone graphically in fashion as close as possible to the display and navigation experienced by the user on their desktop or laptop when consuming reports including drill through” Recent Customer RFP
  • 27. | Device Independence Device independence We need to reuse content
  • 28. Best Practice #2 Mobile BI must include the smartphone
  • 29. Mobile BI preferencesPreference | Mobile BI 66% Of users vote a smartphone as the #1 choice for accessing BI versus a tablet Dresner Mobile BI Study
  • 30. Mobile BI preferencesPreference | Mobile BI 50% Of smartphone Mobile BI users prefer the iPhone over any other operating system Dresner Mobile BI Study
  • 31. Plan for phone deployment deployment | Plan for Phone
  • 32. Use case – Logistics Logistics takes to smartphone Point •Dot 1 reporting & analytics mobile •Dot 2 logistics company Large •Supervisors have phones, no tablets •Existing BI solution had no native support for smartphones
  • 33. Best Practice #3 It must be fun & easy to use
  • 34. | Mobile Users Mobile users Mobile Users are: •Non-technical •Want rapid access to their data •Need to be engaged
  • 35. Ease of useEase of Use |
  • 36. Best Practice #4 Mobile BI must enable collaboration
  • 37. The mobile The Mobile Difference | difference Mobile usage is different •The phone is fundamentally a collaboration device •The tablet is often brought to meetings •The PC is a single user device
  • 38. | What do they want? Collaboration
  • 39. | Collaboration Features Collaboration features Mobile Collaboration requires users share insight easily. •Comments and discussion •White board •Email •Alerts
  • 40. Use case – Higher Education Higher Point education provider share insights with Mobile BI •Dot 1 •Dot 2 Internationally recognized institution •Dispersed workforce •Cohesive decision-making anytime
  • 41. Best Practice #5 Mobile BI must be interactive
  • 42. Lets me see the me see the detail | Lets detail Mobile Dashboards should be high level. But, users need to be able to get to the detail.
  • 43. Interactive |features Interaction Features Mobile BI needs to support: •Drill Down hierarchies •Drill Through to detail •Drill Anywhere •Filtering •Sectioning
  • 44. Use case – Real estate Real Point estate data aggregator turns to Mobile BI to sell •Dot 1 •Dot 2 Recognized data provider •Field sales force demonstrates to prospects •Interactivity boosts sales
  • 45. Best Practice #6 Mobile BI must be fast
  • 46. Speed | Speed Greater Interactivity and more users drives the need for speed.
  • 47. Performance needs to be fast Point 10 Seconds •Dot 1 How long users will wait for a dashboard to load in a browser •Dot 2 2-3 Seconds How long users will wait on a Mobile device
  • 48. | Usage & Performance Usage & performance You need to take account of the fact that you will have: •More users •Greater concurrent usage •Greater interaction •More BI use cases
  • 49. Strategies |for speed for Speed Strategies Mobile Strategies •Cache reports on the device •Optimize reports and dashboards •Get a fast database
  • 50. How do we How do we get faster… | get faster? VectorWise 3 May 2011 1TB Performance Benchmark 32 Cores Composite Queries Per 1TB RAM Hour TPC-H@1TB (Non- Clustered) Microsoft SQL Server Sybase IQ 5 April 2011 Oracle Oracle 15 Dec 2010 Oracle 26 April 2010 29 April 2009 Sybase IQ 2 May 2008 80 1 Feb 2010 Cores 80 2TB RAM Cores 2TB 102,375 118,573 123,323 140,181 164,747 173,961 RAM 436,788 QphH QphH QphH QphH QphH QphH QphH Source: www.tpc.org / May 3, 2011 TPC, TPC Benchmark, TPC-H, QppH, QthH and QphH are trademarks of the Transaction Processing Performance Council (TPC)
  • 51. Best Practice #7 Mobile BI must be secure
  • 52. Your data isYourthere… out there | out data is If your BI is Mobile – it’s outside your firewall! It’s out there.
  • 53. Security is |critical is Critical Security Plan your security strategy: •Do you want to cache? •Login on app access •Content Security – who sees what? •Data Security – access to data
  • 54. Integrated |security Integrated Security Security that is integrated with your BI platform means less rework and easier to administer
  • 55. | Security Features Security features Mobile BI needs to have: •Integrated Security •Needs to be Auditable •Emails need to be through your app •Needs Simple Centralised Admin Control
  • 56. Best Practice #8 Mobile BI must support Offline Mode
  • 57. | Offline Mode Offline mode It still happens. Sometimes your users can be offline!! Make sure your Mobile BI supports offline mode.
  • 58. Best Practice #9 Mobile BI must be tailored to the user profile and out-of-the- box
  • 59. Ready to goReady to go | Once a user connects: •Prebuilt Dashboards •Relevant Content •Tested for Mobile
  • 60. | Out-of-the-box Out-of-the-box It seems obvious, but plan for an out-of-the-box experience for your users
  • 61. Best Practice #10 Mobile BI must be a consistent
  • 62. Lastly… Mobile BI must be a great experience
  • 63. | Ready to go A Consistent User Experience Plan your content Interaction: •Set interaction UI standards •Same Location – Always •Makes training easy •Makes deployment of new content rapid
  • 64. 10 Mobile BI best practices Mobile Point BI must be… 2.Device independent •Dot 1 3.Include the smartphone •Dot 2 4.Fun & easy to use 5.Enable collaboration 6.Interactive 7.Fast 8.Secure 9.Able to support offline mode 10.Tailored to the user profile out-of-the-box 11.Consistent
  • 65. A great experience experience | A great High user adoption and an increased ROI are the result of following points 1-10!
  • 66. | What do users want? A Great Experience
  • 67. Let’s See It In Action How it works
  • 68. More InformationYear | Last Yellowfin www.yellowfinbi.com Vectorwise www.actian.com/ @YellowfinBI @ActianCorp Feedback & Questions pr@yellowfin.bi Yellowfin LinkedIn User Group Vectorwise LinkedIn User Group