Best practice for Implementation

Presented by Efi Goldman, Head of Solution Experts

Panorama Software

Implementation’s

Successful Implementat

ion’s

Building Trust with

Professionalism Know

their proble

ms

Know their data

Analysis That

Brings ValueFollowing

the Implemen

tation deliveries

WOW

Build the Implementation vs. the

current Competitors

Sell a Solutio

n

Understanding the Business Requirements for current tool.

Before beginning a implementation it is very important to understand the users pains:

What business problems is the BI tool expected to solve?What they need now and cannot do? Or think they cannot do?What they need? How they use the supplied data? What they do with it?

General Implementation issuesPerformance issues

Model that is not planned wellServer resourcesThe tool is not used as it should

Users that are abusing the system (big queries that are sent)Creating reports in an analysis tool

TrainingLack of information of how to work with the toolUsers do things that are not according to best practiceNo training was done on new versions/ upgradesThe users usually use the tool in a very basic level and do nt take it to the edge..

Lets take a look at some implementations…

Creating a StoryBest Practices I

Create a StoryCompile a story which describes an analysis path of a user. The analysis path should be translated to a series of Workboards that are connected to one another via a narrative. Avoid showing just a random set of Workboards that have no relation to one another. A story with business sense, will show the prospect that you understand its business and will hold the prospects interest during the implementation showcase. When working on the prospect’s data, try and find a real issue during the story. That will capture the prospect’s attention and will show that you understand the prospect’s businessThe best approach for a story is to have one main “Overview” Workboard that provides an overview of the business and holds links from its components to other Workboards;referred to as Secondary Workboards. These Secondary Workboards hold more detailed information on specific segment of the business

Example of an Overview Workboard

This chart provides an Overview of sales over A year for the entire Business.

Some or all of the components

Will lead to a Workboard

Components with

Value

The Overview Workboard

A Secondary WorkboardA Secondary Workboard

A Secondary WorkboardA Secondary Workboard

How to Preset a implementation

Step by Step implementation Example

We always start with the home screen by reviewing the different available links. This allows us to survey BI tool’s

unique Social and Contextual discovery capabilities,by reviewing the Recent Discussion, Recent Subscriptions and

Relevant Workboards links

From the home screen, navigate to theOverview Workboard. Survey the Workboard and explain each of the

components that are been viewed. Click on the show comments button.

Review the Social bar with its two

Different user groups

Start the analysis on one of the components. Discover a business

Insight. For further analysis click onThe component title and drill through to one of the Secondary Workboards

Make sure the slicers in the Secondary Workboard are matching those of the Overview Workboard (There are couple of ways to achieve that).

This Secondary Workboard should include either a BI 3.0 capability, a unique BI tool feature or deep insight on the prospect’s business. Otherwise

There is no reason to create and show it

After reviewing the Secondary Workboard, go back to the Overview WorkboardAnd continue to review the different components and drill through to the

Secondary Workboards, each time showing different and unique capability and at least once showing OCI.

Don’t forget to navigate to one of the secondary Workboards (either from aSecondary or from the Overview Workboard) via the Advisor

Check List

Check List Understand customer business needs Make sure implementation document is signed by

prospect Make sure BI tool implementation server meets

HW requirementsimplementation Content: Capability BI tool Feature Enabling Best

Practice Demonstrate

understanding of prospect’s business Needs

Workboards flow Building a Overview Workboards that allows drill through to other Secondary Workboards through a coherent business scenario

1

Social BI and advanced collaboration

Social Bar, creating a discussion and comments

Making BI tool Social ready by creating users and social activity

2

Contextual Discovery Relevant Workboards and Advisor

Adding topics to users and Workboards, and visiting the Workboards with different users

3

Advanced Analysis OCI, Parameter analysis and Bubble up exception

Creating Secondary Workboards with these unique features

4

Additional unique BI tool Capabilities

Searching, advanced MDX, web data integration, etc.

5