@LogiAnalytics #SelfServiceBI

The Continuum of Self-Service Steven Schneider, Chief Product Officer David Abramson, Director of Product Management Alvin Wong, Product Marketing Manager @LogiAnalytics #SelfServiceBI

Unmet Need 2

Unmet Need 93% of business users want access to selfservice analytics 2 Source: 2014 State of Self-Service Report

Unmet Need yet only 22% use it. 2 Source: 2014 State of Self-Service Report

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

Agenda 1 2014 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

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

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

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

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

Unmet Need for Self-Service

Finding #1: Diverging Priorities Focused on Consumption Emphasis on Analysis and Creation

IT Prioritizes Consumption First 1 2 3 Consume a report or dashboard Interact and filter a report or dashboard Export data to use in another tool (e.g. Excel) 12

Business Needs Are Not Solely Consumption-Focused Users want to actively analyze data and create output 1 3 2 1 2 3 4 5 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

IT Prioritizes Consumption First Data analysis and creation of output is de-prioritized 1 4 8 3 2 1 2 3 4 5 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

Conclusion #1: Business Users Are Power Users

Finding #2: Disappointing Satisfaction Levels Operations Finance Marketing

Operations: Most Satisfied Department Most Important Capabilities 1. Consume a report or dashboard 26% 36% 2. Analyze data and create a visualization 20% 34% 17 3. Create a report or dashboard 29% 24% Very Important Very Satisfied n=119

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

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

Conclusion #2: Different Personas Have Different Needs

Finding #3: Everyone Is All In on Self-Service

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

Conclusion #3: The Business Goes Their Own Way

Survey Summary: Massive Unmet Need 24

Survey Summary: Massive Unmet Need Diverging priorities Business users are Power Users 24

Survey Summary: Massive Unmet Need Diverging priorities Business users are Power Users Satisfaction levels fall short Different personas have different needs 24

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

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

Best Practices 26

Best Practices One size doesn t fit all Define personas. Deploy a portfolio of tools to support them. 26

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

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

The Self-Service Sweet Spot How to Deliver Self-Service BI - Kurt Schlegel, Gartner 27

Logi is reimagining how software can empower people, organizations, and products to create, share, and benefit from analytics.

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

State of Self-Service BI Report #SOSS Importance of Self-Service BI Self-Service Capabilities Trends in Self-Service BI http://learn.logianalytics.com/2014-state-self-service-bi-report 30

The Continuum of Self-Service Steven Schneider, Chief Product Officer David Abramson, Director of Product Management Alvin Wong, Product Marketing Manager @LogiAnalytics #SelfServiceBI