If you’re a software developer, you’ve probably noticed that the enterprise software market is changing – rapidly. Keep reading; this isn’t a sales pitch. More organizations, from across more industries, are seeking the ability to track, measure and manage their business processes. They’re looking to report on, analyze and present their organizational data in a range of formats, to help identify trends and opportunities, and support fundamental decision-making. You can support that need by integrating reporting and analytics functionality into your existing software applications. And, you can do it painlessly, without having to spend all your time developing and supporting it. This type of capability, often referred to as embedded Business Intelligence (BI), can add 20% to 30% to your organization’s top line revenue, increasing profit margins in both the short and longer term. Simply put, it can add another layer of awesomeness to your product. In this Embedded BI Best Practices Webinar, presented by Yellowfin, you’ll learn how to: • Identify the BI features you require to successfully embed reporting and analytic capabilities into your existing software suite and exceed customer expectations • Take your new analytic module to market quickly and win new business • Successfully introduce BI to your customers and end-users in a way that stimulates interest, adoption and delivers value quickly “It’s no secret that demand for reporting and analytics capabilities has spread across enterprise, and even customer-oriented, software throughout almost all major industries,” said Yellowfin CEO, Glen Rabie. “However, a degree of mystery and confusion still obscures the processes and features required to effectively and efficiently integrate analytical functionality into existing software applications. “This Webinar will outline how to quickly enhance the value and salability of core product suites by adding an analytics module, whilst simultaneously avoiding stressful and common deployment, support and maintenance impediments.” - Yellowfin CEO, Glen Rabie

1. Embedded Best Practices

2. Your presenters Year
| Last
Yellowfin CEO, Glen Rabie
Senior Technical Consultant, Ivan Seow

3. Introduction
Thinking about embedded BI

4. Why Embed an analytics solution?
1. Round out your app
Point customer demand
2. Meet
•Dot 1 revenue
3. Grow
•Dot 2
4. Expand your customer footprint

5. Why not build it yourself?
Point
•Dot 1
•Dot 2
Build or Buy?
And other great ways to spend
your weekends

6. Why not build it yourself?
1. Costly (money and personnel)
Point
2. Ongoing support and maintenance
•Dot 1
3. Reduce your time to market and time
•Dot 2
to action
4. Limited product functionality
5. Lack of agility: What happens when
your needs change?

7. Functionality
Best Practices

8. Best Practice #1
Select based on
Functional Fit

9. 2 Types of BI
There is 2 types of Business Intelligence.
Point for and by the individual;
1.Analysis
•Dot 1
versus
•Dot 2
2.Productionised mass distribution of pre-
defined analysis

10. Think about the BI consumer
BI Consumers
Point
•Dot 1
Dashboards are not an Analyst tool
•Dot 2 on what business users want
A focus
and need
•Trying to figure out how your data
actually gets used in organizations

11. The functional checklist
Get the
Point basics right:
•Dot 1
1.Dashboards
•Dot 2
2.Ad Hoc Reporting
3.Meta-data layer
4.Scheduling
5.Mobile
6.Collaboration

12. Best Practice #2
Its all about the user
experience

13. What to look for in UX
Point
•Dot 1
•Dot 2

14. Users want to engage with their data
• Drill Down
• Drill Through
• Drill Anywhere
• Analytic Filters
• Time Sliders
• Series Selection

15. Lets not make it ugly!
Point
•Dot 1
•Dot 2

16. Platform
Best Practices

17. Best Practice #3
Small footprint &
platform independence

18. Todays Session
Point
•Dot 1
•Dot 2
Technology Changes
Make sure your BI solution does
not end up as eWaste

19. Best Practice #4
Make sure its mobile

20. Device Independence

21. Integration & Security
Best Practices

22. Best Practice #5
Choose the level of UI
integration that is right
for you

23. Best Practice #5
Loose v Tight Integration
How seamless can you go?

24. Best Practice #6
Rebrand to increase
user adoption

25. Stand out
Your brand has value to your
customers

26. Best Practice #7
Integrate authentication
with single sign-on

27. Single Sign-on
Make it easy for users to access
your reporting module

28. Best Practice #8
Maintain the integrity of
your data security

29. Report Security
The BI app should not create
security gaps

30. Best Practice #9
Plan for multi-tenancy

31. Partition your data
Reuse content across clients but
partition data

32. Deployment
Best Practices

33. Best Practice #10
Prepare your data for
reporting not
transactions

34. Optimize for Reporting
Ensure your reports are fast with
the appropriate data schema

35. Data Quality Matters Delivery
| Functional

36. Best Practice #11
Make it easy for your
clients – Prebuild your
meta-data

37. Get the foundations right
Ship with out of the box meta-
data for your customers

38. Best Practice #12
Ship with relevant out-
of-the-box content

39. Who is the Functional Delivery
| dashboard for?

40. Best Practice #13
Plan your deployment
strategy

41. Packaged Deployment
Developing is one thing getting
out there another

42. The deployment checklist
Get the
Point basics right:
•Dot 1
1.Consulting & Training
•Dot 2
2.Support Processes
3.Manage / Lockdown Your Content
4.Release Schedules
5.Install Packages
6.Upgrades

43. Best Practice #14
Price to maximize sales

44. Price parity is critical
Make it a tick the box item not a
heavy negotiating point

45. Best Practice #15
Pick your BI Partner well

46. Your BI Partner
Its not a transactional relationship

47. Conclusion
Questions

48. More InformationYear
| Last
Yellowfin
www.yellowfinbi.com
Feedback & Questions
pr@yellowfin.bi @YellowfinBI
Yellowfin LinkedIn User Group