The document discusses five critical success factors for embedded analytics: 1) Tying embedded analytics to strategic business goals and planning, 2) Focusing on information visibility across the organization, 3) Ensuring better data access, 4) Providing real-time value, and 5) Ensuring constant visibility. It provides details on each success factor and examples of how embedded analytics can help achieve them. The document is presented as a slide deck for a presentation on embedded analytics.
2. Agenda
A look at embedded analytics
• How user expectations differ between traditional and embedded analytics
• The barriers to adoption that embedded analytics can help overcome
• How organizations can gain buy-in and sell the value to project stakeholders
• Use cases and examples of operational and customer-focused embedded analytics
• Technical requirements and differences of both operational and customer-focused
embedded analytics
5 critical success factors
• Tying embedded analytics to strategic business goals and planning
• Focus on information visibility across the organization
• Ensure better data access
• Real-time value
• Constant visibility
Slide 2
22. 22
Data
Quality
Data
Governance
Master Data
Management
Integrity
Integration
Batch ETL Real-Time ESB
ApplicationsLegacy Systems Relational/Cubes Big Data Columnar/In Memory Unstructured Social Media Web Services Trading PartnersIoT
Hadoop-Based
BI Portal Embedded InfoApps™ Mobile
Natural Language/
Narrative BI
Data Discovery Reporting Dashboards
High-Performance
Data Store
Intelligence
Location
Analytics
Casting
and Archiving
In-Document
Analytics
SearchPredictive
Analytics
Sentiment and
Word Analytics
Performance
Management
Social
Hot
Bad
Feedback
Write-Back
23. 23
Data
Quality
Data
Governance
Master Data
Management
Integrity
Integration
Batch ETL Real-Time ESB
ApplicationsLegacy Systems Relational/Cubes Big Data Columnar/In Memory Unstructured Social Media Web Services Trading PartnersIoT
Hadoop-Based
BI Portal Embedded InfoApps™ Mobile
Natural Language/
Narrative BI
Data Discovery Reporting Dashboards
High-Performance
Data Store
Intelligence
Location
Analytics
Casting
and Archiving
In-Document
Analytics
SearchPredictive
Analytics
Sentiment and
Word Analytics
Performance
Management
Social
Hot
Bad
Feedback
Write-Back
24. IT Developers Management Operational Workers Business Partners Customers
Tools for business users & IT
Self-Service for Everyone
Business Analysts
App Studio InfoAssist+
Data
Discovery
Predictive
Analytics
Social
Intelligence
Search
Location
Intelligence
Reporting
Dashboards
Generate & Deploy Insights
Social
Hot
Bad
Feedback
25. IT Developers Management Operational Workers Business Partners Customers
Tools for business users & IT – InfoApps™ for non-technical users
Self-Service for Everyone
InfoApps™
Dashboards &
Scorecards
Governed Self-
service Reporting
Mobile InfoApps
E-Statements
Data Discovery
InfoApps
Predictive InfoApps Search & Social
Analytic InfoApps
Operationalize Insights & Monetize Data
Business Analysts
App Studio InfoAssist+
Data
Discovery
Predictive
Analytics
Social
Intelligence
Search
Location
Intelligence
Reporting
Dashboards
Generate & Deploy Insights
Social
Hot
Bad
Feedback
26. Embedded BI
For Commercial Portals
168/286 JSR-compliant portlets/webparts
For Custom Portals and SaaS-style Apps
a. iFrame “Mashup” Style – simplest
b. RESTful Web Service API – maximum control and flexibility
For Resellers, Partners, and On-Premises Apps
Deliver a fully customized and styled BI service within or alongside
an on-premises application
26
Some technical details
27. Information Builders understands
the economics of the SaaS business.
They were able to come up with
a pricing structure that works
for both of us.
Alan Rich
Chief Executive Officer
WebFOCUS at Chrome River
27
Software Provider Makes SaaS Offering Shine With BI
Challenge: Integrate a robust reporting solution
that supports RIAs in a lightweight, web-based
deployment model. Establish flexible pricing to
complement a subscription-based SaaS model.
Strategy: Create parameterized reports that leverage a
multitenant security model, and augment these reports
with a flexible ad hoc environment.
Results: Expense reporting now includes flexible
inquiry and analysis tools that provide visibility into
spending patterns by office, department, practice
group, user, client, and other variables.
Computer Services, Customer Since 2009
28. WebFOCUS at Chrome River
28
SaaS Application
Create
Expense
Report
Chrome
River
Servers
Review/
Approve
Reports
Reimbursement
Deposit
Accounts
Payable
Client
Billing
Client
Invoices
Data exportsData imports
Clients /
Matters
Daily
FX Rates
Cash
Advances
Credit card
Transactions
Scanned
Receipts
Phone
Entries
Computer Services, Customer Since 2009
30. Additional Resources
30
Videos
What is Embedded BI
and its requirements?
Other information
Fact sheet
Recent blog post
Customer story
Paycor embeds WebFOCUS
into their HR application
White paper
Making a Case for Embedded
Business Intelligence
Notes de l'éditeur
Gaining buy-in requires quick wins. Some organizations have BI-related initiatives and others need to get buy-in through success
Get quick wins – easier said than done – how do organizations do this.
Building small dashboards or analytics access based on a single business challenge and grow from there
Call center command center with manager access to real-time
Manufacturing – automated tracking and management of quality control
Value added services to customers and/or visibility for suppliers and partners
Both for customer facing and internal embedded
Data is important for any organization and is a tool for success
Companies need to identify what their key strategic goals are, what they require to plan accordingly and how/where data fits
What information and metrics they need to manage the process
How data and business processes interrelate and the information needed to manage processes
What actions will take place for deviations or missed targets
Need to develop a data-driven approach to business so that information assets are directly tied to business initiatives and goals
Companies need to identify what their key strategic goals are, what they require to plan accordingly and how/where data fits
Customer 360/Sales/Supply Chain
Silos limit visibility and action
Common example is Customer 360 – need to consolidate information to understand behavior and interactions to provide better service
Same for sales and supply chain, etc.
Customer 360/Sales/Supply Chain
Silos limit visibility and action
Common example is Customer 360 – need to consolidate information to understand behavior and interactions to provide better service
Same for sales and supply chain, etc.
Making sure data is consolidated only provides value if it is available to users in the way they require
Looking at self-service in a way that meets needs of user groups – different people interact with analytics in a variety of ways, based on business need, technical know-how, etc.
Information needs to be easy to get to – both in terms of self-service and visibility/transparency based on who needs what information
Embedded provides this type of capability providing embedded is delivered with these considerations in mind
Different types of users – therefore self-service can mean different things – traditional example above but extends to internal embedded vs external customers, etc.
Interactivity with data, etc.
Real time access leads to constant visibility
Organizations understand what is happening as it is happening and can become more proactive.
Identify potential risks more proactively
The reality is that there are different requirements for analytics – embedded creates an important aspect but may not be the whole picture