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Reaping the Benefits of
         Next GeNeratioN DashboarDs

         The need for timely and succinct business intelligence (BI)     A Need to overcome INflexIbIlIty
         continues to grow as executives demand critical information
         to seize opportunities faster than competitors and to address   The old approaches for collecting, assimilating, and
         potential problems in the making.                               delivering BI information have not kept pace with today’s
                                                                         increasing demand for rapid decision-making and flexible
         But increasingly, it is not just C-level executives and upper   information access requirements.
         management who need access to business intelligence.
         Business unit managers and rank-and-file personnel              A majority of organizations leverage static reports and ad-
         increasingly must also have updated information to do their     hoc queries as primary methods for delivering business
         jobs.                                                           intelligence information, according to a 2007 CIO Insight
                                                                         survey of 215 senior business managers. These methods
         And in every case, users of business intelligence solutions     were found to be in use, respectively, by 81 percent and
         desire a flexible and intuitive method for assimilating         67 percent of the managers in companies with revenues
         information without manually gathering data. The delivery       of $500 million or more. While a smaller percentage of
         mechanism must provide transparent connectivity                 organizations use dashboards and portals (62 percent and
         and security to users, while presenting an easy to use          48 percent, respectively), most implementations of these
         interface for navigating and consuming information. These       tools lack the interactivity required for intuitive navigation
         requirements are driving the demand for a new generation        and visualization of business data.
         of BI solutions.
                                                                         Additionally, as information requirements and user demands
                                                                         increase, traditional BI solutions present obstacles and
                                                                         limitations that slow an organization’s ability to integrate
    Next geNeratioN dashboards:                                          business processes and strategy. In turn, this can hamper
                                                                         intelligent decision making in organizations today.
    • align business process with live data to
      provide business intelligence at all levels of                     A major challenge for organizations is the gap that some
      an organization                                                    BI applications widen between IT and the business unit.
                                                                         While communication is difficult enough, some tools
    • use intuitive and easy to digest visuals for
                                                                         can also hinder what should be a collaborative process
      delivering information to busy executives                          between business users, stakeholders, and developers who
    • visualize and navigate timely and accurate                         implement BI solutions. The inflexibility of many BI tools can
      information                                                        lead to deployed solutions that still fall short of business
                                                                         users’ expectations for addressing business problems. A
                                                                         careful implementation of technology that properly aligns to



                                                                                                  Sponsored by
business process or strategy is critical to the success, yet can   SolutIoN: Next geNerAtIoN dAShboArdS
           easily be compromised based on technology choices.
                                                                              Faced with these challenges, organizations demand
                                                                              integrated and flexible business intelligence solutions
                                                                              that facilitate more timely and informed decisions. Next
      traditional bi solutions face many                                      generation dashboards will solve these challenges, by
                                                                              introducing a robust entry point into business intelligence at
    obstacles and limitations, and they might
                                                                              all levels within an organization.
    not be capable of evolving.
                                                                              The next generation of dashboards must:

           An additional challenge of collecting and “mashing” data           be easy to build and customize: While traditional
           from multiple disparate systems can present obstacles,             dashboard projects required great amounts of custom
           slowing a business users’ ability to make critical business        coding, the next generation of dashboards empower non-
           decisions. For example, past BI efforts typically included         IT professionals to design and connect business data to a
           information from a centrally maintained enterprise database,       dashboard interface. This approach bridges the gap between
           as well as data from enterprise resource management, sales         IT and business intelligence users, allowing stakeholders
           force automation, and supply chain management systems.             to become proactive in the design process. Dashboard
           As organizations outsource functions like marketing, product       technology should be flexible, allowing an unlimited
           design, customer service, and others tasks to third parties,       combination of controls for analyzing and navigating
                                                                              business data.

             Challenge with                  Benefit with next                Provide a consolidated view from any data source:
             traditional dashboards          generation dashboards            Dashboards are only as useful as the data they present
                                                                              to the user. The next generation of dashboards leverages
             Disconnect between IT          Speed and ease in aligning
             and business                   rapid information analysis with   technology that can not only consume proprietary data
                                            business processes                sources, but also enable web service and XML standards for
             Difficulty coupling data       Allows the aggregation of the     a seamless “mash-up” of data from most data sources. For
             from multiple sources          latest information from           years, a challenge with many dashboard initiatives has been
             into one application           multiple sources                  the difficulty getting the needed data from the requisite
                                                                              mission-critical applications, including database, enterprise
             Getting users to adopt         Proven value and ease of use
             tools                          lead to higher adoption and       resource management, customer relationship management,
                                            expanded reach of BI tools to     and others. Senior managers in a 2007 Baseline Magazine
                                            new users                         survey noted that this issue was an obstacle to deploying
                                                                              BI tools. Specifically, nearly two-thirds (64 percent) of the
                                                                              managers said integration and interoperability with other
           still more data must be culled from these sources to make          systems such as ERP and CRM posed a problem for them.
           business decisions. While the emergence of web services and
           APIs have provided great progress for accessing data from          leverage visualization to make information easy to
           these additional sources, coupling this valuable information       consume: In today’s fast-paced business world, users’
           into a single integrated interface remains a barrier for           needs are immediate, so dashboards must provide data
           successful BI applications.                                        visualization in a way that makes sense for each individual.
                                                                              Dashboards now embrace common data visualization
           Even with the correct data and development process,                techniques and charts that facilitate rapid information
           typical BI applications designed for business users are rarely     assimilation, leading to new insight and faster decisions.
           adopted because of the extended learning curve attributed          In addition to robust data visualization, next generation
           to user interface complexity, lack of customization, or poor       dashboards provide methods to visually alert a user when
           design.                                                            performance indicators are out of tolerance, then enable the
                                                                              exploration of details with point and click simplicity.




                                                                                                       Sponsored by
offer engaging interactivity for further analysis:              data formatted and aligned to the business, alleviating
           While BI solutions’ provide significant improvements over       any manual work for users to obtain valuable information.
           manually culling the information from multiple sources,         Combining data visualization and navigation controls with
           the next generation dashboards extend additional utility        personalized data can provide effective and efficient analysis
           with interactivity. Such dashboards facilitate information      for users.
           exploration and allow users to more easily navigate
           information, again, with point and click ease. Whether          Allow developers to extend new features or integrate
           clicking on a chart data point, or a simple toolbar, users      new to technology: Dashboards may not provide out
           can effortlessly filter, sort, and drill through information.   of the box features that address every requirement for
           Dashboards that incorporate what-if analysis enable an          every industry. With a strong technology foundation and
           additional layer of intelligence, leading to more informed      a flexible SDK, the next generation dashboards should
           decisions. In scenarios where further analysis is required,     allow developers and third party vendors to easily extend
           dashboards should funnel business users to supporting           or integrate new features, controls, or data sources into the
           reports or analysis tools, allowing for quick discovery of      dashboard technology.
           detailed information required to answer the business
           question at hand.                                               beNefItS of uSINg Next geNerAtIoN
                                                                           dAShboArdS
           An example of this interactivity is a sales dashboard for a
           territory manager. A next generation dashboard enables this     The reasons for using business intelligence can vary greatly,
           manager to view and navigate his territory’s performance        even within a single organization. Notably, C-level executives
           to figure out which regions he should focus on for the          use business intelligence to improve processes, ensure
           week. While filtering sales figures by region, the manager      compliance, optimize marketing efforts, and increase sales.
           can quickly click on a region and drill into the opportunity    And department managers can use the information to
           pipeline. Using what if analysis, the manager can calculate     improve their operations and monitor the performance of
                                                                           their groups.

         to improve operations requires improv-                            According to a 2007 Baseline Magazine article, managers
                                                                           cite three priorities to accomplish these goals. They are:
    ing information quality, improving the abil-                           improving information quality, improving the ability to use
    ity to use information, and offering more                              information, and offering more kinds of information to more
                                                                           people.
    kinds of information to more people.
                                                                           These are all areas where next generation dashboards can
                                                                           play a major role, as we’ve discussed.

           how closing opportunities will affect sales figures for the     Next generation dashboards allow for the alignment of
           quarter. Furthermore, the manager can then click in the         business process with rapid information assimilation.
           dashboard to launch a detailed report f showing contextual      As IT and business stakeholders collaborate to implement
           information from the CRM system.. This entire solution is       dashboards, the result is a valuable tool that is properly
           enabled with point and click interactivity achieved only with   aligned to business process while presenting an accurate
           next generation dashboards.                                     view of the most current performance statistics. With an
                                                                           accurate representation of critical performance indicators
           Provide the information in a personalized and easy to           and trends, next generation dashboards should increase a
           understand format: Most users (58 percent) misunderstand        business user’s ability to quickly reach the thought plateau
           or ignore data produced by BI tools because they don’t know     required to solve business problems.
           how to analyze it, according to a 2007 CIO Insight survey.
           Users want to be able to understand the information they        That was the case for Metarom, a French manufacturer of
           are looking at in a bite-sized, easy to consume format. The     food flavoring products. Before using its new BI solution,
           next generation of dashboards can provide personalized          managers would receive information about sales in a report




                                                                                                   Sponsored by
at the end of each month. When the company implemented           approach into business intelligence using rich, interactive
    a next generation BI solution to tracks sales, managers used     controls that integrate into web-based portals and in some
    information delivered via a dashboard to monitor customer        cases even desktop tools including PowerPoint, Word,
    turnover and sales by product. This helped them see which        Excel, and PDF files. Though the technology is flexile to how
    products were selling well at any time. Additionally, when       the business users’ work, the underlying technology still
    a large order arrived, managers could see its impact on          seamlessly connects to secured data sources managed by IT.
    margins immediately and coordinate supplies and human
    resources management.                                            Letting users make use of the dashboard information
                                                                     with their common office tools is a critical aspect when it
    Next generation dashboards deliver timely and accurate           comes to BI tool usage. Essentially, new dashboards can
    information. As a dashboard automatically retrieves the          be deployed to more people because they are easy to use,
    latest information available from critical systems, business     can be implemented quickly, and are focused on business
    users can make better decisions with confidence. Next            processes, thus leading to higher user adoption.
    generation dashboards facilitate an integrated solution that
    couples a rich user experience with live data connectivity.      Dashboards that are integrated with a trusted BI
    The resulting dashboards provide significant time savings        infrastructure allow organizations to have a consolidated
    from manually gathering data and are immune to user error        view of business performance using easy to interpret
    that might occur during this process.                            dashboards; while solving data integration, data quality, and
                                                                     performance problems from a central hub. The end result
    This was a critical issue that was resolved for the Georgia      is a consolidated view of business performance in easy to
    Department of Transportation when they deployed new BI           interpret dashboards, allowing users to confidently make
    technology with next generation dashboards. They found           business decisions.
    one of the main benefits was that, “People are more aware
    that the information they’re looking at is accurate and up-to-   coNcluSIoN
    date—so they can make decisions with confidence.”
                                                                     Today’s competitive and fast-paced business environment
    Next generation dashboards can improve operations by             requires that more people have access to real-time
    delivering information to more people. Currently, as few as      performance and status information, so that they can make
    20 percent of workers who could use BI tools take advantage      quick and intelligent decisions. n
    of them, according to a 2007 Baseline Magazine article. Next
    generation dashboards will empower the other 80 percent of
    an organization to access business intelligence leading to a
    more informed and proactive workforce to take action.

    Citing third-party research, a 2008 CIO Insight article              For more information about next generation
    noted that about two-thirds of organizations consider it           dashboards and improving operations with timely
    very important to make BI technology accessible to all
                                                                           business intelligence information, go to:
    operational users, who are otherwise working primarily with
    spreadsheets or more primitive reporting and data access              www.sap.com/sapbusinessobjects
    tools. Next generation dashboards integrate a user friendly





                                                                                             Sponsored by

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Reaping the Benefits of Next Generation Dashboards

  • 1. Reaping the Benefits of Next GeNeratioN DashboarDs The need for timely and succinct business intelligence (BI) A Need to overcome INflexIbIlIty continues to grow as executives demand critical information to seize opportunities faster than competitors and to address The old approaches for collecting, assimilating, and potential problems in the making. delivering BI information have not kept pace with today’s increasing demand for rapid decision-making and flexible But increasingly, it is not just C-level executives and upper information access requirements. management who need access to business intelligence. Business unit managers and rank-and-file personnel A majority of organizations leverage static reports and ad- increasingly must also have updated information to do their hoc queries as primary methods for delivering business jobs. intelligence information, according to a 2007 CIO Insight survey of 215 senior business managers. These methods And in every case, users of business intelligence solutions were found to be in use, respectively, by 81 percent and desire a flexible and intuitive method for assimilating 67 percent of the managers in companies with revenues information without manually gathering data. The delivery of $500 million or more. While a smaller percentage of mechanism must provide transparent connectivity organizations use dashboards and portals (62 percent and and security to users, while presenting an easy to use 48 percent, respectively), most implementations of these interface for navigating and consuming information. These tools lack the interactivity required for intuitive navigation requirements are driving the demand for a new generation and visualization of business data. of BI solutions. Additionally, as information requirements and user demands increase, traditional BI solutions present obstacles and limitations that slow an organization’s ability to integrate Next geNeratioN dashboards: business processes and strategy. In turn, this can hamper intelligent decision making in organizations today. • align business process with live data to provide business intelligence at all levels of A major challenge for organizations is the gap that some an organization BI applications widen between IT and the business unit. While communication is difficult enough, some tools • use intuitive and easy to digest visuals for can also hinder what should be a collaborative process delivering information to busy executives between business users, stakeholders, and developers who • visualize and navigate timely and accurate implement BI solutions. The inflexibility of many BI tools can information lead to deployed solutions that still fall short of business users’ expectations for addressing business problems. A careful implementation of technology that properly aligns to Sponsored by
  • 2. business process or strategy is critical to the success, yet can SolutIoN: Next geNerAtIoN dAShboArdS easily be compromised based on technology choices. Faced with these challenges, organizations demand integrated and flexible business intelligence solutions that facilitate more timely and informed decisions. Next traditional bi solutions face many generation dashboards will solve these challenges, by introducing a robust entry point into business intelligence at obstacles and limitations, and they might all levels within an organization. not be capable of evolving. The next generation of dashboards must: An additional challenge of collecting and “mashing” data be easy to build and customize: While traditional from multiple disparate systems can present obstacles, dashboard projects required great amounts of custom slowing a business users’ ability to make critical business coding, the next generation of dashboards empower non- decisions. For example, past BI efforts typically included IT professionals to design and connect business data to a information from a centrally maintained enterprise database, dashboard interface. This approach bridges the gap between as well as data from enterprise resource management, sales IT and business intelligence users, allowing stakeholders force automation, and supply chain management systems. to become proactive in the design process. Dashboard As organizations outsource functions like marketing, product technology should be flexible, allowing an unlimited design, customer service, and others tasks to third parties, combination of controls for analyzing and navigating business data. Challenge with Benefit with next Provide a consolidated view from any data source: traditional dashboards generation dashboards Dashboards are only as useful as the data they present to the user. The next generation of dashboards leverages Disconnect between IT Speed and ease in aligning and business rapid information analysis with technology that can not only consume proprietary data business processes sources, but also enable web service and XML standards for Difficulty coupling data Allows the aggregation of the a seamless “mash-up” of data from most data sources. For from multiple sources latest information from years, a challenge with many dashboard initiatives has been into one application multiple sources the difficulty getting the needed data from the requisite mission-critical applications, including database, enterprise Getting users to adopt Proven value and ease of use tools lead to higher adoption and resource management, customer relationship management, expanded reach of BI tools to and others. Senior managers in a 2007 Baseline Magazine new users survey noted that this issue was an obstacle to deploying BI tools. Specifically, nearly two-thirds (64 percent) of the managers said integration and interoperability with other still more data must be culled from these sources to make systems such as ERP and CRM posed a problem for them. business decisions. While the emergence of web services and APIs have provided great progress for accessing data from leverage visualization to make information easy to these additional sources, coupling this valuable information consume: In today’s fast-paced business world, users’ into a single integrated interface remains a barrier for needs are immediate, so dashboards must provide data successful BI applications. visualization in a way that makes sense for each individual. Dashboards now embrace common data visualization Even with the correct data and development process, techniques and charts that facilitate rapid information typical BI applications designed for business users are rarely assimilation, leading to new insight and faster decisions. adopted because of the extended learning curve attributed In addition to robust data visualization, next generation to user interface complexity, lack of customization, or poor dashboards provide methods to visually alert a user when design. performance indicators are out of tolerance, then enable the exploration of details with point and click simplicity. Sponsored by
  • 3. offer engaging interactivity for further analysis: data formatted and aligned to the business, alleviating While BI solutions’ provide significant improvements over any manual work for users to obtain valuable information. manually culling the information from multiple sources, Combining data visualization and navigation controls with the next generation dashboards extend additional utility personalized data can provide effective and efficient analysis with interactivity. Such dashboards facilitate information for users. exploration and allow users to more easily navigate information, again, with point and click ease. Whether Allow developers to extend new features or integrate clicking on a chart data point, or a simple toolbar, users new to technology: Dashboards may not provide out can effortlessly filter, sort, and drill through information. of the box features that address every requirement for Dashboards that incorporate what-if analysis enable an every industry. With a strong technology foundation and additional layer of intelligence, leading to more informed a flexible SDK, the next generation dashboards should decisions. In scenarios where further analysis is required, allow developers and third party vendors to easily extend dashboards should funnel business users to supporting or integrate new features, controls, or data sources into the reports or analysis tools, allowing for quick discovery of dashboard technology. detailed information required to answer the business question at hand. beNefItS of uSINg Next geNerAtIoN dAShboArdS An example of this interactivity is a sales dashboard for a territory manager. A next generation dashboard enables this The reasons for using business intelligence can vary greatly, manager to view and navigate his territory’s performance even within a single organization. Notably, C-level executives to figure out which regions he should focus on for the use business intelligence to improve processes, ensure week. While filtering sales figures by region, the manager compliance, optimize marketing efforts, and increase sales. can quickly click on a region and drill into the opportunity And department managers can use the information to pipeline. Using what if analysis, the manager can calculate improve their operations and monitor the performance of their groups. to improve operations requires improv- According to a 2007 Baseline Magazine article, managers cite three priorities to accomplish these goals. They are: ing information quality, improving the abil- improving information quality, improving the ability to use ity to use information, and offering more information, and offering more kinds of information to more people. kinds of information to more people. These are all areas where next generation dashboards can play a major role, as we’ve discussed. how closing opportunities will affect sales figures for the Next generation dashboards allow for the alignment of quarter. Furthermore, the manager can then click in the business process with rapid information assimilation. dashboard to launch a detailed report f showing contextual As IT and business stakeholders collaborate to implement information from the CRM system.. This entire solution is dashboards, the result is a valuable tool that is properly enabled with point and click interactivity achieved only with aligned to business process while presenting an accurate next generation dashboards. view of the most current performance statistics. With an accurate representation of critical performance indicators Provide the information in a personalized and easy to and trends, next generation dashboards should increase a understand format: Most users (58 percent) misunderstand business user’s ability to quickly reach the thought plateau or ignore data produced by BI tools because they don’t know required to solve business problems. how to analyze it, according to a 2007 CIO Insight survey. Users want to be able to understand the information they That was the case for Metarom, a French manufacturer of are looking at in a bite-sized, easy to consume format. The food flavoring products. Before using its new BI solution, next generation of dashboards can provide personalized managers would receive information about sales in a report Sponsored by
  • 4. at the end of each month. When the company implemented approach into business intelligence using rich, interactive a next generation BI solution to tracks sales, managers used controls that integrate into web-based portals and in some information delivered via a dashboard to monitor customer cases even desktop tools including PowerPoint, Word, turnover and sales by product. This helped them see which Excel, and PDF files. Though the technology is flexile to how products were selling well at any time. Additionally, when the business users’ work, the underlying technology still a large order arrived, managers could see its impact on seamlessly connects to secured data sources managed by IT. margins immediately and coordinate supplies and human resources management. Letting users make use of the dashboard information with their common office tools is a critical aspect when it Next generation dashboards deliver timely and accurate comes to BI tool usage. Essentially, new dashboards can information. As a dashboard automatically retrieves the be deployed to more people because they are easy to use, latest information available from critical systems, business can be implemented quickly, and are focused on business users can make better decisions with confidence. Next processes, thus leading to higher user adoption. generation dashboards facilitate an integrated solution that couples a rich user experience with live data connectivity. Dashboards that are integrated with a trusted BI The resulting dashboards provide significant time savings infrastructure allow organizations to have a consolidated from manually gathering data and are immune to user error view of business performance using easy to interpret that might occur during this process. dashboards; while solving data integration, data quality, and performance problems from a central hub. The end result This was a critical issue that was resolved for the Georgia is a consolidated view of business performance in easy to Department of Transportation when they deployed new BI interpret dashboards, allowing users to confidently make technology with next generation dashboards. They found business decisions. one of the main benefits was that, “People are more aware that the information they’re looking at is accurate and up-to- coNcluSIoN date—so they can make decisions with confidence.” Today’s competitive and fast-paced business environment Next generation dashboards can improve operations by requires that more people have access to real-time delivering information to more people. Currently, as few as performance and status information, so that they can make 20 percent of workers who could use BI tools take advantage quick and intelligent decisions. n of them, according to a 2007 Baseline Magazine article. Next generation dashboards will empower the other 80 percent of an organization to access business intelligence leading to a more informed and proactive workforce to take action. Citing third-party research, a 2008 CIO Insight article For more information about next generation noted that about two-thirds of organizations consider it dashboards and improving operations with timely very important to make BI technology accessible to all business intelligence information, go to: operational users, who are otherwise working primarily with spreadsheets or more primitive reporting and data access www.sap.com/sapbusinessobjects tools. Next generation dashboards integrate a user friendly Sponsored by