Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources
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Murray Dunn, The Connection Cloud Today, users of SaaS applications struggle to access their data for advanced reporting and BI. Many users need reports combine data from multiple applications such as SugarCRM, Intacct and Zuora. This typically means manually merging data from static spreadsheets to generate reports that stale, the minute they’re created. Users are addressing these challenges by turning to cloud data virtualization which provides instant connection to cloud application data to access exactly the data needed, from where it resides, into their preferred reporting tool. Join us to seehow these best practices can help you easily access your SugarCRM and other SaaS data for your advanced reporting needs.
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Creating Insightful Reports with Data from Sugar and Other Critical SaaS Sources
- 1. Connection Cloud Webinar Creating Advanced Reports from Sugar On Demand and other SaaS Sources Murray Dunn Vice President, Connection Cloud
- 2. • Introduction • Why is creating reports with SaaS data a challenge? • How do we solve this today? • Enabling advanced reporting with Data Virtualization • Demonstration • Q&A Today’s Topics
- 3. Introduction
- 4. Reporting What Happened? Analytics Why did it happen? Dashboards What’s happening now? Predictive Analytics What’s going to happen? Complexity Business Value Prescriptive Analytics How can we make it happen? Where is your business? S o u r c e : G a r t Source: Gartner 2013
- 5. There is no shortage of great reporting and BI tools…
- 6. Complexity is driven largely by access to the data
- 8. The problem of data isolated in “Data Silos” is worse than ever on the Cloud The largest barrier to efficient information management is data spread across too many applications and systems, according to 67 percent of organizations, followed by multiple versions of the truth (64%). Ventana Research, In the Cloud Benchmark Research, Sept-2012
- 9. Where the “Rubber hits the Road”…
- 10. Many of us have moved from on-premise to Software as a Service (SaaS) for many benefits… However, we did give up some flexibility. Where the “Rubber hits the Road”… On Premise Systems SaaS Apps
- 11. Back in Year BC (Before Cloud) On Premise Systems
- 12. When we needed to do more with our data... On Premise Systems We just used our preferred reporting tools…
- 13. When it comes to SaaS applications...
- 14. …the data is in the cloud, hidden behind the UI, APIs, authentication controls, etc…
- 15. How have companies solved this challenge? 3 examples…
- 16. 1. The “CSV File Shuffle” Solution
- 17. 2. The “Build an On-Premise Data Warehouse” Solution
- 18. 3. The Custom Connector Solution
- 19. 3. The Custom Connector Solution
- 20. In Minutes, and Without Custom Development How Connection Cloud Virtualizes Data to Solve Advanced Reporting Challenges
- 21. For administrators and users of SaaS applications, who are frustrated by the lack of access to that data for custom reporting and analysis, we provide an easy standards-based way to access data from any reporting or BI tool. Unlike traditional integration vendors, like Informatica or Mulesoft, Connection Cloud enables access to data, within minutes, and from where it resides, without servers or engineering. What is the Connection Cloud?
- 22. What if, you could access your SaaS data directly – from your favorite tools - like the data was on-premise. Real-time Data Access in Minutes
- 23. Access to your SaaS data from where it resides Real-time Data Access in Minutes Contacts Accounts Opportunities Cases Contracts Products Leads Tasks Users Prospects
- 24. Real-time Data Access in Minutes Then create virtual views that join multiple tables… Contacts Accounts Opportunities Cases Contracts Products Leads Tasks Users Prospects Virtual View: Customer Opportunities
- 25. Real-time Data Access in Minutes And create virtual views that join from multiple tables from multiple applications (data sources)… Virtual View: Customer Status
- 26. And not just for SugarCRM, but from any SaaS application, with any reporting tool… Cloud Data Virtualization – Data Access in Minutes Virtual View: Customer Status
- 27. When the volume of data impacts performance… Virtual View: Customer Status Data Warehouse Hosted data warehousing, enabled in minutes.
- 28. Demonstration
- 29. Connection Cloud Webinar Thank You Visit Connection Cloud at the Expo Booth 408 Murray Dunn Vice President, Connection Cloud
Hinweis der Redaktion
- We are humans, and we evolve. So does our requirement for understanding through reporting and analytics.
- As our businesses mature our needs for knowing what has happened through reporting; quickly evolves into wanting to understand why through analytics; to what is happening now, through dashboards; and then what is going to happen, or how can we make something happen through predictive and prescriptive analytics.
- The great news is that there has been tremendous amount of investment in the BI industry in creating more sophisticated, easier to use, business intelligence tools. It seems like every other day there is another new tool simplifying some new aspect of analytics and reporting. These tools put the power to report, analyze and visualize data in ways that in the past could only be handled by combinations of software engineers, statisticians, and graphic artists in the past. However, many of these tools have one aspect in common. That is they require you to have figured out how to get access the data you need to do the analysis in the first place.
- And that can be very time-consuming and expensive project for organizations. But we have to do it in order the full potential of the data stored in our systems.
- And it’s going to get more challenging, unless we start to introduce some standards. This slide from our friends at Bessemer Venture Partners highlights the tremendous value, and the challenges ahead just within the Software as a Service industry. There is no doubt this is a fast growing industry. We recently conducted an internal survey of my own team. The question was how many SaaS applications do we use today. The response was anywhere between 4 and 10. In actuality, we use over 20 SaaS applications today. And sooner or later we need to access the data from all of these applications to help support our business.The problem is, however, that….
- In fact, It’s like we have 300 proprietary databases, with no standard way to access this data for reporting and analytics.Accordingly Ventana research report that 67% of organizations highlight the largest barrier to efficient data management is that cloud data is spread across too many applications..
- So why, and how is this effecting you and your clients today.
- You’ve been told that a report is needed that brings together data from several systems.You spend the weekend downloading CSV files into an Excel spreadsheet, massaging the data, etc.
- We set out to solve this problem, by building a cloud based solution that would allow you to access your SaaS data, just as easily as you accessed your on-premise data.
- Even though this data resides in the cloud, hosted in a data center shared with 000s of other companies, you could still see your data, as if its was installed on a local database… and using your favorite tool, you can start reporting, analyzing and visualizing data within minutes.
- You can create virtual views of data from a single applications like SugarOnDemand, or across multiple applications.
- Or you can create virtual views that let users access data cross multiple SaaS and on premise applications. Take a view called customer status. This could include opportunities from SugarOnDemand, support tickets from Zendesk and billing information from Intacct. And you could report and analyze this data from any one of hundreds of reporting and analytical tools.
- And finally, when the volumes of data require the performance of data warehouse, the Connection Cloud provides you with a feature to enable one within minutes, and have it refreshed on a schedule you define.
- Let’s take a look at the Connection Cloud in action.