Playbook for Successful Implementing Change & Exception Reports

This week we are releasing two playbooks (in a single PDF) on Exception Reports and Change Reports. Exception Reports Exception reports can include details beyond measurement dates and measurement values – such as customers, product, region, franchise, pharmacy, etc. The exceptions report can tally metadata that is not directly within a data source – examples […]

Playbook for Successfully Implementing Metric Alerts

This playbook covers Metric Alerts. A group of users needs to know when a critical metric goes out of bounds so that action can be taken. This is achieved through analysis of time series data to automatically alert users to anomalies or trends, via email, text message, or mobile apps. The alert can deliver a […]

Playbook for Successfully Implementing Bursting in a BI Portal

The second playbook we are publishing includes best practices for distributing BI content via Bursts. One of the most effective ways to get users engaged with data is to push it to them either via email, SMS or 3rd party application integrations (e.g. Slack or Microsoft Teams). This playbook gives you a template for capturing […]

Playbook for Successfully Implementing a Business Intelligence Portal

When implementing Metric Insights with customers, we often use playbooks to help ensure a successful rollout of use cases. We have decided to publish these playbooks for use generally. They have been created with Metric Insights in mind, but generally apply to the implementation of any Business Intelligence Portal solution. This week we are releasing […]

Crisis Management During the Corona Virus Outbreak

A number of our customers have asked us to help their executive teams stay on top of critical Key Performance Indicators in their Business Intelligence Portal as they navigate the business through the COVID-19 crisis. We created the portal page template shown below which summarizes all key metrics at a glance while also providing an […]

Best Practices for Implementing a BI Portal

In the upcoming weeks, we will be going over best practices for implementing a Business Intelligence portal within an organization. We will be covering a number of topics that are critical to successfully driving data engagement within your organization. The topics we will cover include: BI Portal Implement a single BI portal that provides a […]

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