@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 #SelfServiceBI
2 Unmet Need 2
3 Unmet Need 93% of business users want access to selfservice analytics 2 Source: 2014 State of Self-Service Report
4 Unmet Need yet only 22% use it. 2 Source: 2014 State of Self-Service Report
5 Through 2016, less than 10% of self-service BI initiatives will be governed sufficiently to prevent inconsistencies that adversely affect the business. Magic Quadrant for Business Intelligence and Analytics Platforms, 2015
6 Agenda State of Self-Service BI Key Research Findings 2 3 Continuum of Self-Service Framework Delivering on Business User Needs Best Practices Takeaways for Self-Service Success 4
7
8 2014 State of Self-Service Survey 218 IT / BI Team / Business Analyst 400 Business Users Operations Finance Sales Support Marketing HR R&D 7% 5% 5% 12% 19% 18% 30% 6
9 2014 State of Self-Service Survey Top Industries 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 8.5% 8.2% 8.0% 7.7% 6.0% 10.3% 10.0% 9.8% 7
10 Self-Service Is Essential Business and IT agree Is it important for the business to access the data and information they need without help from IT? 96% 92% 8
11 Adoption Falls Short of Need Less than a quarter of business users utilize self-service Importance Adoption 22% 93% How many users have access and use self-service when needed? 23% 22% 9
12 Unmet Need for Self-Service
13 Finding #1: Diverging Priorities Focused on Consumption Emphasis on Analysis and Creation
14 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) 12
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 13
16 IT Prioritizes Consumption First Data analysis and creation of output is de-prioritized 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 14
17 Conclusion #1: Business Users Are Power Users
18 Finding #2: Disappointing Satisfaction Levels Operations Finance Marketing
19 Operations: Most Satisfied Department Most Important Capabilities 1. Consume a report or dashboard 26% 36% 2. Analyze data and create a visualization 20% 34% Create a report or dashboard 29% 24% Very Important Very Satisfied n=119
20 Finance: Satisfaction Level Falls Short Most Important Capabilities 1. Consume a report or dashboard 2. Analyze data and create a visualization 17% 15% 41% 40% 3. Create a report or dashboard 13% 39% Very Important 18 Very Satisfied n=75
21 Marketing: Virtually Zero Satisfaction Most Important Capabilities 1. Analyze data and create a visualization 4% 67% 2. Import data from outside 0% 48% 3. Create a report or dashboard 7% 44% Very Important 19 Very Satisfied n=27
22 Conclusion #2: Different Personas Have Different Needs
23 Finding #3: Everyone Is All In on Self-Service
24 Everyone Will Invest in Self-Service Business hedges their bet 84% 28% will invest in Self- Service within the next 2 years will buy tools with minimal or no signoff from IT 22
25 Conclusion #3: The Business Goes Their Own Way
26 Survey Summary: Massive Unmet Need 24
27 Survey Summary: Massive Unmet Need Diverging priorities Business users are Power Users 24
28 Survey Summary: Massive Unmet Need Diverging priorities Business users are Power Users Satisfaction levels fall short Different personas have different needs 24
29 Survey Summary: Massive Unmet Need Diverging priorities Business users are Power Users Satisfaction levels fall short Different personas have different needs Everyone is all in The Business goes their own way 24
30 The Continuum of Self-Service Analytics Consumers Defined Experience Creators Managed Experience Analysts Self-Directed Experience Consume Interact Personalize Query Author Share Connect Discover Collaborate 25
31 The Continuum of Self-Service Analytics Consumers Defined Experience Creators Managed Experience Analysts Self-Directed Experience Consume Interact Personalize Query Author Share Connect Discover Collaborate 25
32 The Continuum of Self-Service Analytics Consumers Defined Experience Creators Managed Experience Analysts Self-Directed Experience Consume Interact Personalize Query Author Share Connect Discover Collaborate 25
33 Best Practices 26
34 Best Practices One size doesn t fit all Define personas. Deploy a portfolio of tools to support them. 26
35 Best Practices 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. 26
36 Best Practices 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. Make self-service pervasive Embed analytics into business processes. Focus on UI/UX. 26
37 The Self-Service Sweet Spot How to Deliver Self-Service BI - Kurt Schlegel, Gartner 27
38 Logi is reimagining how software can empower people, organizations, and products to create, share, and benefit from analytics.
39 Working Together to Meet IT and Business Needs Consumers Defined Experience Creators Managed Experience Analysts Self-Directed Experience BI Development Platform Driven by IT Visual Analytics Application Driven by the Business 29
40 State of Self-Service BI Report #SOSS Importance of Self-Service BI Self-Service Capabilities Trends in Self-Service BI 30
41 The Continuum of Self-Service Steven Schneider, Chief Product Officer David Abramson, Director of Product Management Alvin Wong, Product Marketing #SelfServiceBI
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