@LogiAnalytics #SelfServiceBI

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(1)

The Continuum of Self-Service

Steven Schneider, Chief Product Officer

David Abramson, Director of Product Management Alvin Wong, Product Marketing Manager

(2)

Unmet Need

(3)

Unmet Need

Source: 2014 State of Self-Service Report

93%

of business users want access to self-service analytics…

(4)

Unmet Need

Source: 2014 State of Self-Service Report

…yet only

22%

use it.

(5)

Through 2016,

less than 10%

of self-service

BI initiatives will be governed sufficiently to

prevent inconsistencies that adversely affect

the business.

(6)

Agenda

2014 State of Self-Service BI

Key Research Findings

Continuum of Self-Service Framework

Delivering on Business User Needs

Best Practices

Takeaways for Self-Service Success

4

1

2

(7)
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5% 5% 7% 12% 18% 19% 30%

2014 State of Self-Service Survey

218

IT / BI Team / Business Analyst

400

Business Users Operations Finance Sales Support Marketing HR R&D 6

(9)

6.0% 7.7% 8.0% 8.2% 8.5% 9.8% 10.0% 10.3%

2014 State of Self-Service Survey

Manufacturing

Retail and Consumer Durables

Telecommunications, Technology, Internet, and Electronics Finance and Financial Services

Healthcare and Pharmaceuticals Education

Business Support and Logistics Construction, Machinery, and Homes Top Industries

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Self-Service Is Essential

92%

96%

Is it important for the business to access the data and information

they need without help from IT?

Business and IT agree

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Adoption Falls Short of Need

22%

23%

How many users have access and

use self-service when needed?

Less than a quarter of business users utilize self-service

22%

93%

Importance Adoption

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Finding #1:

Diverging Priorities

Emphasis on Analysis and Creation Focused on Consumption

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IT Prioritizes Consumption First

Consume a report or dashboard

Interact and filter a report or dashboard

Export data to use in another tool (e.g. Excel)

1 2 3

(15)

Business Needs Are Not Solely Consumption-Focused

Users want to actively analyze data and create output

Consume a report or dashboard

Analyze data and create a visualization Create a report or dashboard

Export data to use in another tool (e.g. Excel)

Interact and filter a report or dashboard

1 2 3 4 5 1 3 2 13

(16)

IT Prioritizes Consumption First

Consume a report or dashboard

Analyze data and create a visualization Create a report or dashboard

Export data to use in another tool (e.g. Excel)

Interact and filter a report or dashboard

1 2 3 4 5 1 4 8 3 2

Data analysis and creation of output is de-prioritized

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Conclusion #1:

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Finding #2:

Disappointing Satisfaction Levels

• Operations

• Finance

(19)

Operations

1. Consume a report or

dashboard

2. Analyze data and

create a visualization

3. Create a report or

dashboard

Most Important Capabilities

24% 20% 26% 29% 34% 36% Very Important Very Satisfied n=119 17

(20)

Finance

1. Consume a report or

dashboard

2. Analyze data and

create a visualization 3. Create a report or dashboard 13% 15% 17% 39% 40% 41% Very Important Very Satisfied n=75 18

: Satisfaction Level Falls Short

(21)

Marketing

1. Analyze data and

create a visualization

2. Import data from

outside 3. Create a report or dashboard 7% 0% 4% 44% 48% 67% Very Important Very Satisfied n=27 19

Most Important Capabilities

(22)

Conclusion #2:

Different Personas Have Different

Needs

(23)

Finding #3:

(24)

Everyone Will Invest in Self-Service

84%

Business hedges their bet

will buy tools with minimal or no

sign-off from IT

28%

will invest in Self-Service within the

next 2 years

(25)

Conclusion #3:

(26)

Survey Summary: Massive Unmet Need

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Survey Summary: Massive Unmet Need

24

Diverging priorities

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Survey Summary: Massive Unmet Need

24

Diverging priorities

Business users are “Power Users”

Satisfaction levels fall short

(29)

Survey Summary: Massive Unmet Need

Everyone is “all in”

The Business goes their own way

Diverging priorities

Business users are “Power Users”

Satisfaction levels fall short

Different personas have different needs

(30)

The Continuum of Self-Service Analytics

Defined Experience Managed Experience Self-Directed Experience

“Consumers” “Creators” “Analysts”

Consume | Interact | Personalize Query | Author | Share Connect | Discover | Collaborate

(31)

The Continuum of Self-Service Analytics

Defined Experience Managed Experience Self-Directed Experience

“Consumers” “Creators” “Analysts”

Consume | Interact | Personalize Query | Author | Share Connect | Discover | Collaborate

(32)

The Continuum of Self-Service Analytics

Defined Experience Managed Experience Self-Directed Experience

“Consumers” “Creators” “Analysts”

Consume | Interact | Personalize Query | Author | Share Connect | Discover | Collaborate

(33)

Best Practices

(34)

Best Practices

26

One size doesn’t fit all

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Best Practices

26

One size doesn’t fit all

Define personas. Deploy a portfolio of tools to support them.

Today’s self-service drives tomorrow’s BI requirements

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Best Practices

Make self-service pervasive

Embed analytics into business processes. Focus on UI/UX.

One size doesn’t fit all

Define personas. Deploy a portfolio of tools to support them.

Today’s self-service drives tomorrow’s BI requirements

“Analysts” are your R&D. Promote key insights for distribution.

(37)

The Self-Service Sweet Spot

27

(38)

Logi is reimagining how software can

empower people, organizations, and products

to create, share, and benefit from analytics.

(39)

BI Development Platform Driven by IT

Visual Analytics Application Driven by the Business

Defined Experience Managed Experience Self-Directed Experience

“Consumers” “Creators” “Analysts”

Working Together to Meet IT and Business Needs

(40)

State of Self-Service BI Report

• Importance of Self-Service BI • Self-Service Capabilities • Trends in Self-Service BI

#SOSS

http://learn.logianalytics.com/2014-state-self-service-bi-report 30

(41)

The Continuum of Self-Service

Steven Schneider, Chief Product Officer

David Abramson, Director of Product Management Alvin Wong, Product Marketing Manager

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