Data holds tremendous value. Applications that make it easy for users to tap into that value are sticky and facilitate better decision-making. Embedded analytics allows software builders to design, integrate, and manage analytics in their applications. In this session, we’ll: ● Explore a fictional embedded analytics scenario ● Share best practices for providing reports, dashboards, and visualizations to users in the era of cloud and microservices-based applications. ● Management and administration of an embedded analytics deployment

1. The Case for
Embedded Analytics
Improve the value of your applications

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Hello from Jaspersoft!
© Copyright 2000-2018 TIBCO Software Inc.
Shane Swiderek
Product Marketing Manager
San Francisco, CA
Sherman Wood
Director Solution Consulting
San Francisco, CA

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What we’ve got for you
Meet Frank: Embedded
analytic scenario
Embedded analytics
improving value of apps
Embedded analytics
best practices
1
23
4
Where to go from
here

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Meet Frank
Frank is an inventory manager at a
warehouse for a retail company

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More about Frank
Job duties
• Maintain daily records of shipments and
invoices
• Identify which product(s) need to be
replenished
Tools
• Uses supply chain / inventory management
software application

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A day in the life with Frank
Frank places order for more
sport jackets from within app
Frank recognizes the supply
of gray sport jackets is
dangerously low
Yikes!
!
Frank logs into inventory
management app

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What we’ve got for you
Meet Frank: Embedded
analytic scenario
Embedded analytics
improving value of apps
Embedded analytics
best practices
1
23
4
Where to go from
here

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Embedded BI Improves Value of Apps
QuickBooks Online, Intuit. Accessed 1/22/16: http://quickbooks.intuit.com/online/compare/
Xero Limited. Accessed 1/22/16: https://www.xero.com/add-ons/category/reporting/
Shopify. Accessed 1/22/16: https://www.shopify.com/pricing
Montclare SaaaS 250. Montclare. Accessed 1/22/16: https://montclare.com/saas-250/
In 2016, 96% of the top SaaS vendors
included reporting and analytics in their
apps
When reports and dashboards are
offered in an edition, the average
price is $62 higher per user
96%
$62
$526
When custom reporting is offered,
pricing jumps by $526

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What is embedded BI?
New World
Answers
in context
Intuitive
visualizations
Actionable
data
embedded BI
Old World
your app
BI

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What is Jaspersoft?
A BI & analytics platform designed for building data experiences into your apps
Architecture-agnostic API-first approach Open standards Customizable (open source)
PLATFORM
EMBED
- JavaScript API
- Extensive REST APIs
- Mobile apps & SDKs
DESIGN
- Pixel perfect reports and
visualizations via IDE
- Self-service via browser
MANAGE
- Tenants/users/roles
- Repository
- Import/export
- Scheduling/export
Multi-tenant support

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Best practices
Design Embed Manage

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What is bad design?
The inside-out approach!
Most reports, dashboards, and data visualizations
are built without putting enough thought into who
it’s for and what purpose it’s supposed to serve
Source: Matillion
Not “glanceable”
Pie chart has
too many sectionsInconsistent
use of color

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What is good design?
Persona-
driven
Good design starts with a clear understanding of your user(s):
• Who is the consumer?
• What are his/her goals?
• What level of analytics expertise does he/she possess?
• What is a typical workflow for this user?

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Design Best Practices: Selecting the right
visualization
Form should always follow function!
Don’t fall victim to coolness factor

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Design Best Practices: Less is more

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Design Best Practices: Build “design
system”
Consistency matters!
Your data visualizations follow your
corporate style/branding guide
The power of color! Use color
strategically and consistently:
• Red = bad
• Blue = the same thing in one
visualization as it does in the next

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Best practices
Design Embed Manage

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Embedding Best Practices: Design
• It’s all about the user experience!
• Seamless.
• Intuitive. Convenient.
• Fast.
• Responsive, Accessible.
• screen size…
Embed

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inQuba
What is good embedding?
Seamless user
experience from
application to analytics Custom slider
makes filtering
data a breeze
Intuitive parameter controls
Single sign on

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Embedding Best Practices:
Implementation
• Define user workflows
• Exploring
• Taking action
• Reporting: take information away…
• Self service: create your own reports
and visualizations
• Optimize your implementation
process
Embed

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Embedding Best Practices: Web App
Implementation • Work in a “design system”
• Angular, React, Vue, …
• Use integrated components
• Efficiently create visualizations
• Data microservices
• JavaScript visualizations
• Don’t hand code: Use APIs
• Productivity improvements
• Better, consistent quality compared
with hand coding
• Jaspersoft with visualize.js

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Best practices
Design Embed Manage

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Management Best Practices: Design
• Use of visualizations
• Personalization = security
• Allowing self service
• Create
• Use
• Share
• On-demand and Scheduled output
Manage

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Management Best Practices:
Implementation
• Control <= Single Sign On, Security rules
• What visualizations can Frank access?
• Data access: automatic filtering by user
profile
• Self service exposes the data model of the
app
• Multi-tenancy: control needed by customer,
department….
Manage

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What is good management?
Define user
roles
Create
orgs/tenants
to group
users
Use Single
Sign On to
automatically
manage user
profiles
Define user
attributes

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What is good management?
• Automate, don’t hand code!
• Establish processes to handle change
• New visualizations
• New data
• New deployments: DevOps thinking
• New customers
• Get off the development treadmill
• Create flexible visualizations and data access paths to allow reuse
• Allow self-service for audiences to get answers to new questions

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What we’ve got for you
Meet Frank: Embedded
analytic scenario
Embedded analytics
improving value of apps
Embedded analytics
best practices
1
23
4
Where to go from
here

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Assets to help you get started
1. Data as a Feature
2. Embedding Analytics in Modern
Applications
3. Over the counter data standards
www.jaspersoft.com/download

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Thank you!
© Copyright 2000-2018 TIBCO Software Inc.