In our last post, we discussed the challenge that most organizations face – low user engagement with Business Intelligence.
Implementing a BI Portal is critical in solving this problem. It must build on your existing BI landscape, along with future-proofing your solution as you evolve and invest in new data tools.
A BI Portal provides a single access point to all Business Intelligence tools and assets in an enterprise. It must have a comprehensive plugin layer, that can connect to all different sources of business data. This will include reports and dashboards in other BI tools (e.g. Tableau, Qlik, Business Objects, Microstrategy); visualizations in operational systems (e.g. salesforce.com, Jira, Splunk); or datasets and metrics from databases, your data warehouse or data lake.
The Portal catalogs and organizes relevant content (we will discuss the relevancy of content in a future post!) and integrates with a company’s security and access control systems so that each user views only the content that is accessible and relevant to him or her.
Business Intelligence Search
Once relevant content is cataloged and organized, a comprehensive search engine, accessible within the portal, or via other tools (e.g. collaboration platforms such as Slack or Microsoft Teams), enables users to quickly and easily find content that helps answer their questions. The search engine is smart enough to find and rank relevant content in such a way that users are presented with answers immediately.
Email Bursting and BI Distribution
An effective Business Intelligence Portal also provides distribution capabilities. Users should not have to log into the portal to review the reports and data that they need every day. Those users can subscribe to reports that they wish to receive on a schedule. The BI Portal then pushes these reports to each user’s email, Slack or Microsoft Teams account once a new version of the reports is available.
Consolidating common reports and metrics, from across different systems, into a single, daily email digest, ensures users have a quick and easy reference for the information they regularly require.
Managing by Anomalies and Exceptions
Finally, Business Intelligence Portals can also deliver reporting to users on an exception or anomaly basis. Users can define and subscribe to alerts on their data and then receive a notification when the alert condition has been triggered. This ensures that users are not wasting time looking at data that hasn’t changed significantly, and focuses them on critical events that require their attention.
BI Portals have become a central component of the BI strategy for large organizations. They organize and rationalize the massive amount of analytics content available in the enterprise and increase user engagement with existing Business Intelligence.
To see some of these features in action with Metric Insights, check out our Youtube channel here.