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There’s no question that data is incredibly valuable to your business. When you have the right tools and processes in place to make your data accessible, every department can draw insights to make decisions that will increase ROI and support growth. Interactive dashboards can show you detailed information about your customers, how your products are selling in different locations, the ROI on marketing initiatives, and more.
But data analysis and dashboards aren’t just for internal use. With embedded analytics, you can deliver visual analytics to your customers too. By integrating BI capabilities directly into your applications, products, and web portals, embedded analytics makes data analysis possible for any kind of user. If you’re already providing data for customers, an embedded solution will improve efficiency while delivering a better user experience.
When deploying analytics to your clients, you have to get it right the first time to limit operational and reputational risk. The first step toward ensuring project success is proper planning. Use the following questions as a guide as you prepare for your initiative.
Are we sharing the data privately or publicly?
Are we integrating with security in a web portal?
What data should each user and client be able to see?
How should we phase our clients' onboarding to the new platform?
Who are the strategic contacts at top customers who will act as champions of the new solution?
Are we ready to handle external customer technical support?
How are we calculating the value of the data internally and externally?
Is this an add-on or a brand new solution for customers?
Will costs be passed through to customers? If so, how?
Will costs be tiered to cater to different types of customers?
How will we drive interest and awareness?
How will we communicate the value?
Does our training plan cater to users of all technical skill levels?
Are all of our functional user personas included in the training plan?
Who should we recruit as a representative sample of customers/user personas?
After you’ve answered the key questions around your initiative, you can get started with a project plan that outlines development and roll out. A strong plan will include dashboard designs, details about where the dashboards will be integrated, a schedule for testing and updates, and a customer training plan.
When selecting a tool for your embedded solution, pay close attention to how it will integrate and what kind of user experience it offers. Tableau is a favorite because it integrates with simple web pages, custom web portals, third-party applications, and customer-facing products. You can quickly build powerful dashboards and create custom content so customers only see the data that’s meant for them. Tableau also has a vibrant online community; most of the questions you'll have have already been answered through the community.
Remember: the key to success with embedded analytics is listening to your customers and what their needs are to provide the best possible experience.
To see embedded analytics in action, check out how our team helped Advantage Group implement a Tableau system that saves more than 40 weeks per year of manual effort.
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The Keyrus team is excited to announce that we’ve been named one of the top 1000 companies on Clutch’s platform in 2022! This is the second year that Keyrus has been recognized by Clutch as a top company and B2B leader.
In 20 minutes, we’ll teach you how to use Alteryx Intelligence Suite to eliminate common problems and inefficiencies in accessing data from .pdf files. In the past, you’d need to run custom Python and complex parsing logic to get any usable data from a pdf. Now, you can parse PDFs with out-of-the-box features in Alteryx Intelligence Suite.
The cloud offers new opportunities to save you time and money, allowing you to shift focus from maintaining growing servers and upgrading infrastructure to making your data work for you and the success of your business. Watch the webinar and Q&A to learn how AWS, Tableau, and Keyrus worked together to help Red Ventures migrate to a powerful cloud BI tool that created new pathways for success and a modern data culture.
Keyrus & Anaplan Sponsor Life Science Gross-to-Net (GTN) Summit
Keyrus achieved Amazon Web Services (AWS) Data and Analytics Competency. To receive the designation, AWS Partners must possess deep AWS expertise and deliver solutions seamlessly on AWS.
Wednesday, November 9th, 2022 @ 12:00PM Central Time (US and Canada)
Want to optimize your visual analytics in Salesforce? You need the right tools. Tableau Embedded Analytics can be used to help you build and visualize reports in Salesforce.
C&S Wholesale Grocers worked with Keyrus and Alteryx to implement an analytics center of excellence to help them efficiently and effectively achieve business objectives, maximize return on investment (ROI), and standardize best practices.
Keyrus partnered with a consulting firm to build an in-house cloud security solution that would automate their verification processes and keep their information safe.
Keyrus partnered with Pajama Program, a nonprofit organization, to review their Salesforce architecture and improve overall operations.