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Self-Service BI:
From Collaboration to
Social Intelligence
Agenda
  Can Business Intelligence be Social?
  Methodology for implementation
  How do you empower business users?
  User Scenarios
  Live Q & A
What do we see in the market today?
Speed of making a decision
is becoming incredibly important
Traditional BI did not deliver
   on its promised value
Analytical tools are still too complicated
        for business users to use
IT & analysts are swamped with requests to
              generate reports
Data insights get lost
outside of the BI system
We live in a Social World
Bringing Social to BI




       Think and Work Together

  Share insights and learn from others

    Build the Corporate Intelligence
Key requirements for Social BI
•   Personalization, individual workspaces
•   Desktop integration (email, search, etc)
•   Annotations, discussion threads
•   White boarding
•   Presence awareness
•   Chatting, Instant Messaging
•   Searching
•   Subscribing
•   Friending
Where do you begin?
#1 - Focus on business goals &
business users
  Keep the end user in mind from the start
  Unite the IT department with less technically
  savvy business users
  Users should control the flow & content, while IT
  group secures the data & subsequent analysis.
#2 - Decouple the data collection
from the business analysis
  Data Collection
    Continuously collect, cleanse and properly
    structure data from multiple sources
    Keep business users out of the complexities of
    the data
  Business insight
    Let business users define their needs & goals
    Increase the velocity of your insight generation
    Allow for continuous change & evolution
#3 - Work-in your ad-hoc teams
  Define your ad-hoc teams
    By areas of interest (NOT by org chart)
    Add BI experts to these teams
  Gradually add teams to the pool of users
  More people using the system
  collaboratively improve the level of the
  suggestiveness
#4 - Tie analysis to decision making
processes
  Decision makers must have accurate
  insights in front of them
  Add the insight to decision making
  processes
  Use the Insight-evolution traceability of
  the system to ensure proper
  documentation of the decision making
#5 - Faster, stronger enterprise
  Collaborative decision environment
  Cultural transformation
  Shift away from the data-centric approach
  to the knowledge- and wisdom-centric
  method
How do you empower business users?
Key Requirements for Self-Service BI
   •   Rich Data Visualization
   •   Interactivity
   •   Self-Service Analytics
   •   Web 2.0 features (wikis, tags, like buttons, etc.)
   •   Discoverable capabilities (no „right click‟)
   •   Self-designed dashboards
NECTO
DEMONSTRATION
Necto End-to-End BI Suite
    Intuitive & Interactive for Business Users

                  Social      Automated        WorkBoards
Analytics
               Intelligence    Insights




Reporting         KPI’s         Visuals           Office
                              (i.e treemaps)   Integration




            Complete Web-based experience
Social Intelligence platform




        To build the Corporate Intelligence
User Scenarios
Empowering field organizations
                                 Challenge
                   “As a VP Sales, most of my team are
                   remote and in the field, I need them to have
                   tools for discovery and collaboration
                   between themselves and HQ.”


                                  Solution
                  • Collaborative decision making platform to
                    find the right insight and people quickly


                                  Benefits
                  • Increased customer satisfaction
 James Madden –   • Increased revenue per customer
 VP Sales         • Decreased idle time and operational
                    costs
Empowering Sales & Operations planning
                                   Challenge
                “As a VP Operation, my task is to synchronize the
                key stakeholders in the sales and operation
                planning process, ensuring an efficient supply
                chain and delivery .”

                                    Solution
                • Social intelligence helps us align the relevant
                  members & engage in cross functional
                  discussions


                                    Benefits
                • Efficient supply chain process
Garry Jones –   • On time delivery according to plan
VP Ops          • Learning from past mistakes, improving our
                  process after each collaborative meeting
Empowering Ad-hoc project teams
                                                Challenge
                               “We are tasked to deal with a key integration
                               project, consolidating data from the enterprise,
                               analyzing it and making decisions on the best
                               path forward.”

                                                 Solution
                             • We sit in different offices, homes, and different
                               time zones, social intelligence increased our
                               productivity.

                                                 Benefits
                             • We successfully used the power of collective
Gail Sanders – Team Leader
Ben Spencer – Team Member      intelligence to make better decisions.
Julie Cohen – Team member    • All the data, context and process is kept in the
Sandy Gibson – Team member
                               system helping the enterprise grow it‟s
                               corporate intelligence.
Empowering Management teams
                                    Challenge
                  “As a CEO, I ensure the company execute out
                  strategy according to our plans. I need to
                  measure our progress and align our resources
                  to deal with market conditions.”

                                     Solution
                  • Measure the company‟s performance and
                    find areas that need more attention.
                  • Via social intelligence I can point to specific
                    data and ask for further investigation by the
                    relevant team members.

                                     Benefits
Jack Mead – CEO   • All the executives are aligned.
                  • Productivity is higher, as measurement,
                    analysis and collaboration is done in one
                    place.
                  • We execute better according to our strategy.
Welcome to the next Generation of BI
Over 1,500 customers worldwide
Financial Services    Manufacturing   Healthcare   Retail & Distribution   Telecom, Media &
                                                                            Entertainment
Gartner
   “Customers ranked Panorama in the
   top third of vendors for OLAP and
   dashboard capabilities, with a higher
   proportion of users using the product
   for ad hoc analysis (29%) than other
   users of products/vendors featured
   within this year's Magic Quadrant.”

http://www.scribd.com/doc/48815541/Gartner-BI-MQ-2011
Contact Us
  Get in touch for a demo:
  info@panorama.com


  Follow us on Twitter:
  http://twitter.com/PanoramaSW


  Panorama Software on Facebook:
  http://www.facebook.com/pages/Panorama-Software/69503193948


  Panorama Software on Linkedin:
  http://www.linkedin.com/company/panorama-software


  BI Industry News:
  www.panorama.com/industry-news

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From Collaboration To Social Intelligence

  • 1. Self-Service BI: From Collaboration to Social Intelligence
  • 2. Agenda Can Business Intelligence be Social? Methodology for implementation How do you empower business users? User Scenarios Live Q & A
  • 3. What do we see in the market today?
  • 4. Speed of making a decision is becoming incredibly important
  • 5. Traditional BI did not deliver on its promised value
  • 6. Analytical tools are still too complicated for business users to use
  • 7. IT & analysts are swamped with requests to generate reports
  • 8. Data insights get lost outside of the BI system
  • 9.
  • 10. We live in a Social World
  • 11. Bringing Social to BI Think and Work Together Share insights and learn from others Build the Corporate Intelligence
  • 12. Key requirements for Social BI • Personalization, individual workspaces • Desktop integration (email, search, etc) • Annotations, discussion threads • White boarding • Presence awareness • Chatting, Instant Messaging • Searching • Subscribing • Friending
  • 13. Where do you begin?
  • 14. #1 - Focus on business goals & business users Keep the end user in mind from the start Unite the IT department with less technically savvy business users Users should control the flow & content, while IT group secures the data & subsequent analysis.
  • 15. #2 - Decouple the data collection from the business analysis Data Collection Continuously collect, cleanse and properly structure data from multiple sources Keep business users out of the complexities of the data Business insight Let business users define their needs & goals Increase the velocity of your insight generation Allow for continuous change & evolution
  • 16. #3 - Work-in your ad-hoc teams Define your ad-hoc teams By areas of interest (NOT by org chart) Add BI experts to these teams Gradually add teams to the pool of users More people using the system collaboratively improve the level of the suggestiveness
  • 17. #4 - Tie analysis to decision making processes Decision makers must have accurate insights in front of them Add the insight to decision making processes Use the Insight-evolution traceability of the system to ensure proper documentation of the decision making
  • 18. #5 - Faster, stronger enterprise Collaborative decision environment Cultural transformation Shift away from the data-centric approach to the knowledge- and wisdom-centric method
  • 19. How do you empower business users?
  • 20. Key Requirements for Self-Service BI • Rich Data Visualization • Interactivity • Self-Service Analytics • Web 2.0 features (wikis, tags, like buttons, etc.) • Discoverable capabilities (no „right click‟) • Self-designed dashboards
  • 22. Necto End-to-End BI Suite Intuitive & Interactive for Business Users Social Automated WorkBoards Analytics Intelligence Insights Reporting KPI’s Visuals Office (i.e treemaps) Integration Complete Web-based experience
  • 23. Social Intelligence platform To build the Corporate Intelligence
  • 25. Empowering field organizations Challenge “As a VP Sales, most of my team are remote and in the field, I need them to have tools for discovery and collaboration between themselves and HQ.” Solution • Collaborative decision making platform to find the right insight and people quickly Benefits • Increased customer satisfaction James Madden – • Increased revenue per customer VP Sales • Decreased idle time and operational costs
  • 26. Empowering Sales & Operations planning Challenge “As a VP Operation, my task is to synchronize the key stakeholders in the sales and operation planning process, ensuring an efficient supply chain and delivery .” Solution • Social intelligence helps us align the relevant members & engage in cross functional discussions Benefits • Efficient supply chain process Garry Jones – • On time delivery according to plan VP Ops • Learning from past mistakes, improving our process after each collaborative meeting
  • 27. Empowering Ad-hoc project teams Challenge “We are tasked to deal with a key integration project, consolidating data from the enterprise, analyzing it and making decisions on the best path forward.” Solution • We sit in different offices, homes, and different time zones, social intelligence increased our productivity. Benefits • We successfully used the power of collective Gail Sanders – Team Leader Ben Spencer – Team Member intelligence to make better decisions. Julie Cohen – Team member • All the data, context and process is kept in the Sandy Gibson – Team member system helping the enterprise grow it‟s corporate intelligence.
  • 28. Empowering Management teams Challenge “As a CEO, I ensure the company execute out strategy according to our plans. I need to measure our progress and align our resources to deal with market conditions.” Solution • Measure the company‟s performance and find areas that need more attention. • Via social intelligence I can point to specific data and ask for further investigation by the relevant team members. Benefits Jack Mead – CEO • All the executives are aligned. • Productivity is higher, as measurement, analysis and collaboration is done in one place. • We execute better according to our strategy.
  • 29. Welcome to the next Generation of BI
  • 30. Over 1,500 customers worldwide Financial Services Manufacturing Healthcare Retail & Distribution Telecom, Media & Entertainment
  • 31. Gartner “Customers ranked Panorama in the top third of vendors for OLAP and dashboard capabilities, with a higher proportion of users using the product for ad hoc analysis (29%) than other users of products/vendors featured within this year's Magic Quadrant.” http://www.scribd.com/doc/48815541/Gartner-BI-MQ-2011
  • 32. Contact Us Get in touch for a demo: info@panorama.com Follow us on Twitter: http://twitter.com/PanoramaSW Panorama Software on Facebook: http://www.facebook.com/pages/Panorama-Software/69503193948 Panorama Software on Linkedin: http://www.linkedin.com/company/panorama-software BI Industry News: www.panorama.com/industry-news