"Best Practice to BI & Data Discovery Implementations" by Efi Goldman Head of Solutions at Panorama Software

1. Best practice for
Implementation
Presented by
Efi Goldman, Head of Solution Experts
Panorama Software

2. Implementation’s
Successful
Implementation’s
Building Trust
with
Professionalism
Know
their
problems
Know their data
Analysis
That Brings
Value
Following the
Implementati
on deliveries
WOW
Build the
Implementation
vs. the current
Competitors
Sell a
Solution

3. Understanding the Business
Requirements for current tool.
Before beginning a implementation it is very
important to understand the users pains:
What business problems is the BI tool expected to
solve?
What they need now and cannot do? Or think they
cannot do?
What they need? How they use the supplied data?
What they do with it?

4. General Implementation issues
Performance issues
Model that is not planned well
Server resources
The tool is not used as it should
Users that are abusing the system (big queries that are sent)
Creating reports in an analysis tool
Training
Lack of information of how to work with the tool
Users do things that are not according to best practice
No training was done on new versions/ upgrades
The users usually use the tool in a very basic level and do nt
take it to the edge..
Lets take a look at some implementations…

5. Creating a Story
Best Practices I

6. Create a Story
Compile a story which describes an analysis path of a user. The
analysis path should be translated to a series of Workboards
that are connected to one another via a narrative. Avoid showing
just a random set of Workboards that have no relation to one
another. A story with business sense, will show the prospect
that you understand its business and will hold the prospects
interest during the implementation showcase.
When working on the prospect’s data, try and find a real issue
during the story. That will capture the prospect’s attention and
will show that you understand the prospect’s business
The best approach for a story is to have one main “Overview”
Workboard that provides an overview of the business and holds
links from its components to other Workboards;referred to as
Secondary Workboards. These Secondary Workboards hold
more detailed information on specific segment of the business

7. Example of an Overview Workboard
This chart provides an Overview of sales over
A year for the entire Business.
Some or all of the components
Will lead to a Workboard
Component
s with Value

8. The Overview Workboard
A Secondary
Workboard
A Secondary
Workboard
A Secondary
Workboard
A Secondary
Workboard

9. How to Preset a
implementation
Step by Step implementation Example

10. We always start with the home screen by reviewing the
different available links. This allows us to survey BI tool’s
unique Social and Contextual discovery capabilities,
by reviewing the Recent Discussion, Recent Subscriptions and
Relevant Workboards links

11. From the home screen, navigate to the
Overview Workboard. Survey the Workboard and explain each of the
components that are been viewed.
Click on the show comments button.

12. Review the Social
bar with its two
Different user groups

13. Start the analysis on one of the
components. Discover a business
Insight. For further analysis click on
The component title and drill through
to one of the Secondary Workboards

14. Make sure the slicers in the Secondary Workboard are matching those
of the Overview Workboard (There are couple of ways to achieve that).
This Secondary Workboard should include either a BI 3.0 capability
, a unique BI tool feature or deep insight on the prospect’s business. Otherwise
There is no reason to create and show it

15. After reviewing the Secondary Workboard, go back to the Overview Workboard
And continue to review the different components and drill through to the
Secondary Workboards, each time showing different and unique capability and
at least once showing OCI.

16. Don’t forget to navigate to one of the secondary Workboards (either from a
Secondary or from the Overview Workboard) via the Advisor

17. Check List

18. Check List
 Understand customer business needs
 Make sure implementation document is signed by
prospect
 Make sure BI tool implementation server meets HW
requirements
implementation Content:
Capability BI tool Feature Enabling Best
Practice
 Demonstrate
understanding of
prospect’s business
Needs
Workboards flow Building a Overview Workboards that
allows drill through to other Secondary
Workboards through a coherent business
scenario
1
 Social BI and advanced
collaboration
Social Bar, creating a
discussion and comments
Making BI tool Social ready by creating
users and social activity
2
 Contextual Discovery Relevant Workboards and
Advisor
Adding topics to users and Workboards,
and visiting the Workboards with different
users
3
 Advanced Analysis OCI, Parameter analysis
and Bubble up exception
Creating Secondary Workboards with
these unique features
4
 Additional unique BI tool
Capabilities
Searching, advanced MDX,
web data integration, etc.
5