Visualize ALL Your Enterprise Data From Within SugarCRM

 Intricity and Logi Analytics

Reporting in Sugar…

• SugarCRM provides easy to use reporting features and allows end-users to be able to build their own reports, and dashboards

• SugarCRM provides native reporting capability on data that resides in the CRM database

1st Challenge

• Native Sugar Reports can only report on data that resides in the SugarCRM database

• There are many other sources of data required to complete a 360° view of:– customer relationships– Sales performance– Vendor

• Other data sources– HR systems, Payroll, Finance, ERP, EDW, etc

One Approach – Load it into the Sugar Database

• Create custom modules in Sugar to load the external data into, so that you can leverage the native reporting capability in SugarCRM

Load the data into Sugar Approach….

Transactional Data Sources(SQL, XML, etc.)

Web ServicesProvider

DataWarehouse

MetadataSummary Data

Raw Data

Internet orIntranet

ETL

Challenges with the “Load it into the Sugar database ” approach….

• The SugarCrm database is designed and optimized primarily for data entry, and not advanced analytics.

• When aggregating large amounts of historical data and millions of rows, particularly at the report level, SugarCRM is likely to experience performance slowdowns

• SugarCRM native reports are all calculated at run-time. This can also lead to performance issues.

• SugarCRM reporting while very flexible, doesn’t have the extensive library of graphic options of specialized business intelligence tools.

Challenges with the “Load it into the Sugar database ” approach…. (cont’d)

• The viewing of native reports and charts is limited to the dashboard, and reporting module.

• For organizations that want analytics or KPI’s that are specific to the customer profile that is being viewed, the native reporting doesn’t allow charts, and visualizations to be incorporated into the DetailView for your Accounts, Contacts, or other records.

• This means that additional clicks are required if you need to leave the account profile in order to view a graphical representation of historic sales for a given customer.

Depending on the amount of data, type of data, and complexity of reports…If you are trying to make SugarCRM your enterprise data warehouse for the basis of complex analytics you may be trying to fit a square peg into a round hole…

Another Approach – use 3rd party reporting tool

• Many BI platforms allow for improved performance, and graphics for performing analysis on disparate systems

Challenge with using 3rd party reporting tools

• Separate Reporting tools often create a separate portal for users to access in order to get at the information.

• When we ask customer facing users to navigate away from the CRM tool in order to get answers to business questions, we are essentially with-holding important information from them until they ask the right question.

Salespeople should live in the CRM like a Goalie lives in his net….

Another solution…. Embedded Enterprise Dashboards in Reports within SugarCRM powered by Logi Analytics

• CRM embedded analytics put the answers where users are working, so that they are informed of performance history, and exceptions within the context of the business process that they are engaged in.

Why Logi Analytics and Sugar make a good couple?

• Logi Analytics provides CPU based licenses with NO PER USER FEES

• Low total cost of ownership• Quick implementation• Logi Analytics provides quick connectivity

to multiple data sources in many cases without the need for a data mart or complex data extraction and loading

• Huge library of charts, graphs, and gauges

• Easily embedded within the Sugar interface, and other enterprise applications

LogiXML

www.logixml.comLogiXML – How it works

Logi Info Studio

Transactional Data Sources(SQL, XML, etc.)

Report Definitions(XML Files)

Web Server

Web ServicesProvider

DataWarehouse

End User Web Brower

MetadataSummary Data

Raw Data

Internet orIntranet

End User Smartphone or Tablet

Sugar-Logi Architecture

1515

Logi Info ServerPresentation

EngineAnalytical

EngineData

EngineSecurity

Engine

Logi Info Studio

Develop Deploy

On-Premise

RDBMS

In The Cloud

Web Services Files

Browsers Mobile

Data Sources

16

16

Built-in support for a large variety of data sources…

Bar Charts

Gauges

Dashboard Samples

Dashboard Samples

Dashboard Samples

Dashboard Samples

Dashboard Samples

Two Options for Integration

1. Module specific dashboards, (e.g Customer Performance Dashboard within the Account View)

2. Full Integration of Logi Analytics into Sugar

Option 1 – Module Specific Dashboards

• Have a need to incorporate a dashboard within the customer/account profile so that sales people can see the performance history while they are viewing the account record?

• Opportunity success history within the opportunities module…

• Some other dashboard that requires one of the following:– Data brought in from outside SugarCRM– Ability to be viewed from somewhere in Sugar other than

the reports module, or the home page– A chart, or visual component that isn’t available from

Sugar’s native reports

Option 2 – Complete Logi Integration within SugarCRM

• Replace your native dashboard with one completely powered by Logi Analytics

• Centrally managed dashboards• Complete role and security awareness within

reports.– If you’ve blocked access to a certain item using Sugar

roles, then that item will be blocked in the Logi report as well for that user

• Ability to run Logi reports from the reports module in Sugar

SugarCRM – Logi Analytics Logi Goes Completely Native within SugarOverview

Security

• SugarCRM has several layers of security. Users can be flagged as system administrators and have access to every module and every record in the database. Roles determine what modules users have access to. Using Roles, users can be granted access to every row in a module without being a System Administrator. Team security determines what records in the table users can view. The Sugar-Logi integration takes into account Role and Team security. The only security feature that is not seamless in field level security. Each of the security mechanisms are defined below.

Logi Report Security

• Security for access to individual reports works a little differently (and hopefully better) in the integration. When viewing a list of reports in out of the box Sugar Reports, Sugar uses Roles to determine what modules you have access to and teams to what Reports you can see and filters the list of Reports. Since Logi reports don’t have to be based on a particular module, all of the security is based on Roles. When the user requests a report or views the Dashboard, the following occurs:

The Sugar-Logi Dashboard

Logi Analytics Reports Launched From The SugarCRM Interface

Sugar-Logi Default Homepages

Sugar-Logi Integration provides Centrally Managed Dashboards

Sugar-Logi Integration gives Administrators the ability to create Default Home Pages by Roles:

Thank You

Adrian Boerstra646-483-4451

aboerstra@intricity.com