Five critical success factors for embedded analytics

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

Why Embedded Analytics?

Slide 3

Traditional Business Intelligence vs. Embedded Analytics

Embedded AnalyticsEase of useBroad deployment Intuitive self-serviceSupports agilityEasy to reach customersReal-time operational access

Slide 4 © 2017 Enterprise Management Associates, Inc.

Traditional AnalyticsLimited reach within organization

Pre-defined analytics

Information silos

Longer times to delivery

Barriers To Analytics – Solving Them Through Embedded Analytics Adoption

Wide adoption remains hard – depending on solution, self-service does not truly exist for most business users

Data access is limited with data silos and lack of information sharing

Difficult to create real-time data access

Requires an understanding of where data comes from and how it interrelates

Lack of trust – can create invalid analytics or access to wrong data

No barrier to access as analytics become a part of operational/transactional applications

Predefined access takes out the guesswork

Ability to stream analytics within applications

Users don’t have to think to get information applicable to their line of businessAssumption of trust – developed to take into account business scenarios, rules, and processes

Slide 5 © 2017 Enterprise Management Associates, Inc.

Gaining Buy-In And Selling The Value To Project Stakeholders

Slide 6 © 2017 Enterprise Management Associates, Inc.

Use Cases Of Operational And Customer-Focused Embedded Analytics

Slide 7 © 2017 Enterprise Management Associates, Inc.

Technical requirements for embedded analytics

• Level of integration – portal versus white labeled within application

• Security and privacy of data – need to ensure that operational intelligence data reflects the access level of those who view it; customer-focused needs to provide customers with trust that their data is secure

• Potential need for multi-tenancy for customer-focused embedded analytics

• Level of embedded access – URL to white labeling – what type works best may differ based on use case

Slide 8 © 2017 Enterprise Management Associates, Inc.

5 Critical Success Factors

Slide 9

1. Tying embedded analytics to strategic business goals and planning

Slide 10 © 2017 Enterprise Management Associates, Inc.

Identify Strategic

Goals

Understand How

Data Fits

Develop A Data

Driven Approach

Tie Data To

Business Initiatives

Leverage Analytics

For Constant Visibility

1. Tying embedded analytics to strategic business goals and planning

Slide 11 © 2017 Enterprise Management Associates, Inc.

What information and metrics are required to manage the process?How are data and business processes interrelated?What information is needed to manage business processes?What actions need to take place for deviations or missed targets?What information is tied to strategic business goals?

2. Focus on information visibility across the organization

Slide 12 © 2017 Enterprise Management Associates, Inc.

2. Address data silos

Slide 13 © 2017 Enterprise Management Associates, Inc.

3. Ensure better data access

• 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

• 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

Slide 14 © 2017 Enterprise Management Associates, Inc.

3. A little about self-service

Slide 15 © 2017 Enterprise Management Associates, Inc.

4. Real-time value

• Latency has always been an issue for companies• Embedded analytics provide real-time access and give users

instant access to data/analytics• Historic reports only provide part of the picture for trends or

planning but not for operational analytics or efficiencies• Operational BI enables constant business visibility to what is

happening within specific processes • Organizations cannot wait until after the fact to get the

visibility into operations they need

Slide 16 © 2017 Enterprise Management Associates, Inc.

5. Constant visibility

• 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

• Take action when issues occur• Evaluate factors of performance

Slide 17 © 2017 Enterprise Management Associates, Inc.

5. Real-time for embedded BI

Slide 18 © 2017 Enterprise Management Associates, Inc.

Takeaways

Slide 19 © 2014 Enterprise Management Associates, Inc.

• Embedded BI can enhance a broader analytics program and provide operational insights

• Organizations need to align their business strategy with their data access

• Evaluate the type of embedded analytics that work best by targeting the level of self-service access

• Identify the latency required to meet business needs• Leverage embedded analytics to increase overall information

visibility

20

Embedded BI and Analytics

The Information Builders ApproachJake FreivaldVP, Product Marketing

Better Data. Better Analytics.Information Builders

22

Data Quality

Data Governance

Master DataManagement

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-PerformanceData Store

Intelligence

Location Analytics

Casting and Archiving

In-DocumentAnalytics

SearchPredictive Analytics

Sentiment and Word Analytics

Performance Management

SocialHot

BadF

Write-Back

23

Data Quality

Data Governance

Master DataManagement

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-PerformanceData Store

Intelligence

Location Analytics

Casting and Archiving

In-DocumentAnalytics

SearchPredictive Analytics

Sentiment and Word Analytics

Performance Management

SocialHot

BadF

Write-Back

IT Developers Management Operational Workers Business Partners Customers

Tools for business users & ITSelf-Service for Everyone

Business Analysts

App Studio InfoAssist+

DataDiscovery

PredictiveAnalytics

SocialIntelligence

Search

LocationIntelligence

Reporting

Dashboards

Generate & Deploy Insights

SocialHot

BadF

IT Developers Management Operational Workers Business Partners Customers

Tools for business users & IT – InfoApps™ for non-technical usersSelf-Service for Everyone

InfoApps™

Dashboards & Scorecards

Governed Self-service Reporting

Mobile InfoAppsE-Statements

Data Discovery InfoApps

Predictive InfoApps Search & Social Analytic InfoApps

Operationalize Insights & Monetize Data

Business Analysts

App Studio InfoAssist+

DataDiscovery

PredictiveAnalytics

SocialIntelligence

Search

LocationIntelligence

Reporting

Dashboards

Generate & Deploy Insights

SocialHot

BadF

Embedded BI

For Commercial Portals168/286 JSR-compliant portlets/webparts

For Custom Portals and SaaS-style Appsa. iFrame “Mashup” Style – simplestb. RESTful Web Service API – maximum control and flexibility

For Resellers, Partners, and On-Premises AppsDeliver a fully customized and styled BI service within or alongside an on-premises application

26

Some technical details

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 RichChief 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

WebFOCUS at Chrome River

28

SaaS Application

CreateExpenseReport

ChromeRiver

Servers

Review/ApproveReports

ReimbursementDeposit

AccountsPayable

ClientBilling

ClientInvoices

Data exportsData imports

Clients /Matters

DailyFX Rates

CashAdvances

Credit cardTransactions

ScannedReceipts

PhoneEntries

Computer Services, Customer Since 2009

Don’t Take Our Word For It

29

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