InetSoft Presentation: Embedding BI Software into Web Based Applications

This is the continuation of the transcript of an InetSoft presentation and demo for a business intelligence analyst. The highlights are in the area of collaborative BI.

Presenter: Yeah. And then a few other points about the platform, some things I already mentioned but security and permissions, we really offer strong granularity there. Like I’ve already mentioned before whether it be an ISV or an enterprise portal integrating us, embedding our BI software into any web based application is a major strength of ours.

Attendee: Okay. Presenter: Talking about our history, we have over 120 full time employees in two countries. We have a broad based customer portfolio based on the horizontal solution. It’s not a vertical one. We serve all kinds of different market segments, and more well-known customer logos are shown here.

Attendee: Okay. How about a geographies? I mean I assume most customers are in America, but you do a lot of work in EMEA?

Presenter: Yeah we are global although, yeah, probably two-thirds of businesses is in North America.

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Attendee: Okay.

Presenter: Whatever those developed markets need, it's just pretty much what works for a few countries.

Attendee: Yeah. This would be great.

Presenter: Okay. So now, I’m going to pass over control to Katie.

Attendee: Perfect.

Presenter: So again as Mark mentioned, my name is Katie, and I’ll doing your technical demonstration. I will take you through the standard demonstration that we’ve been doing with the new release exploring and mentioning all of the new functionality as well as the existing functionality. If you have any questions just feel free to jump right in and say something, and we can talk about something already mentioned, or if just something even unrelated pops in just feel free to ask any questions? Okay.

Attendee: Okay sounds good.

Presenter: So again as you saw from the slides there are three primary functional models in our business intelligence product. One is the common foundation which we called the data layer, which is for connecting the different data sources, querying and manipulating your data. Next we have the module called visualization which is your interactive exploratory dashboard and analysis of data.

Then we have the more traditional reporting module called publishing which is your paginated picture-perfect, nicely laid out and nicely formatted reports. I’m going to show you the features that come with Style Intelligence which includes both the dashboarding and reporting module. First, we’ll look at the visualization module stories and sample dashboards, showing you the end user experience, and then we’ll look at how these could be modified and design via the web.

Then we’ll take a quick look at the publishing module look at the sample reports and see how these can be also modified and designed with a web reporting tool. So what we have in front us is the default user portal. When you install the product there is an out of the box BI application where one or more users can log in see their dashboards and reports, create their own dashboards and reports and schedule data refreshes and alerts.

Everything about this portal is customizable. You can rebrand the logo, change the look and feel. You don’t have to use this interface if do not want to. Most of our clients embed us into their own web applications with single sign on. So if they were logged into a company’s website, they could click on a link or a tab and seamlessly invoke the InetSoft module. This first example that we have in front of us is the sales monitoring dashboard.

So I am a manufacturer of different products distributed through different retailers. And you have your overall view of some of the revenue numbers. In the bottom we have some key performance indicators of performance versus last year. We have an overall view of our employee’s performance. For each salesperson, they can see whether or not they have met their quota as of now.

“Flexible product with great training and support. The product has been very useful for quickly creating dashboards and data views. Support and training has always been available to us and quick to respond. - George R, Information Technology Specialist at Sonepar USA

We have a look at our weekly sales trends with actuals versus forecast. When you have different data displays that are linked to the same underlying data, there’s a level of interactivity between the elements. We have it set up so when you select one point on this chart, these two visualizations will update to show the data that we just selected. Those follow the framework for hierarchy. If you have multiple products for a product category, you can drill up and down those hierarchies.

I can drill into my business categories and see which products make up that business category. All of my aggregated totals will then recalculate for those individual products instead of the overall category. With our charting tool we have the ability to integrate with maps. We provide a couple popular maps that you can use. We also adhere to the shape file standard. What that means for any organization is that they can supply their own map file to our charting tool, and then they can just start displaying data on it.

Here we are looking at our sales by state. When you have a dashboard like this, and you’re monitoring a process, it's really nice to be able to create a visual alert. We enable you to dynamically highlight elements based on value. So you can set some sort of condition that checks the value and highlights the data. So here we have our product inventory status along the bottom, and we can see that we’ve sold more than we actually have in stock now.

View live interactive examples in InetSoft's dashboard and visualization gallery.

That’s a problem. So we have it visually highlighted. That automatically happens without having to do anything specific. We just set a condition. It automatically checked it, and it allows us to have this visual alert. So when we you have an executive monitoring dashboard like this, you can have different things dynamically highlighted. You can use drilldown functionality to investigate why the numbers are the way they are.