Video: Why one-size-fits-all analytics kill product adoption | Duration: 1204s | Summary: Why one-size-fits-all analytics kill product adoption | Chapters: Webinar Introduction (3.44s), Introduction to Embedded Analytics (71.755s), Limitations of Embedded Analytics (178.98s), Logisymphony Platform Overview (309.02s), Embedded Dashboard Experiences (460.22s), Security and AI (943.615s)
Transcript for "Why one-size-fits-all analytics kill product adoption":
Hi everyone, and welcome to today's Product Led Alliance webinar. We're thrilled to be here with the PLA community talking all about how one size fits all analytics kill product adoption and how product led teams can deliver smarter, faster insights across their organization. I'm Emily Robinson from Insight Software Data and Analytics, and I'll be facilitating our session today. Now let's take a brief look at the agenda for today's session. We'll kick off discussing why most embedded BI fall short, followed by an introduction of Logi Symphony with a demo showcasing the infinite experiences possible within one platform. Then we'll close out today's session with key takeaways. Before I hand it off to our webinar presenter for today, let me first start with an introduction. Jeff Hainsworth is a senior product marketing manager supporting insights, software, data, and analytics products. He began his career as a software developer, but quickly found a passion for all things data and data visualization. With over twenty years of experience in business intelligence and analytics, he has become a master of transforming data into actionable insights through intuitive dashboards and innovative visualizations. And with that, I'll hand it off to Jeff to lead our discussion for today. Hello, everyone, and welcome. Thanks for spending a few minutes with us today. I'm Jeff Hainsworth, part of the team here at Insight Software, and we're going to talk about something that quietly sabotages a lot of good product experiences, embedded analytics that don't fit the way people use it. We've all seen it. The one size fits all dashboard that gets crammed into an application. And of course, on paper, it checks the box. But in practice, it overwhelms the casual user. It frustrates the power user who wants more control. Too much for some, not enough for others, perfect for no one. So let me ask you something, and feel free to drop an answer in the chat. Do your users actually love the dashboards and reports that you've embedded? Think about the internal ones that your teams use. Are people excited to open them, or do they just tolerate them? Most teams tell me that it's the latter. If you're a product manager, an engineering lead, or anyone responsible for putting analytics in front of customers or internal groups, this session is for you. Before we dive in, I've got three ideas that will frame everything we cover today. Number one, embedded BI tools are never really built with product teams in mind, and that fact shows up in the final experience. Number two, different users need different experiences. Logisynfony will help you with that matching those experiences. And number three, AI delivers real value only when it sits on a foundation of governance, control, and context of your data. We've designed our platform around exactly those principles. So let's dig in. Why embedded analytics fall short? Most teams start the same way. You build an app, you realize you need reporting, and then you embed something like a Power BI, Tableau, Looker because they're popular, they're mature, and they look great in a pitch deck. But then reality hits. First is cost. Giving users the ability to edit or embed means extra licenses, and real self-service lives at a higher cost tier. Pretty soon, your analytics are going to rival your infrastructure bill. The next is customization. These tools typically embed through an iframe. +1 999 is calling. Can you answer? And of course, if you want to tweak things like logos and colors, sure, but the menus and everything else still scream the vendor's brand. And it feels like the report is sitting inside your app, not a feature that you've crafted. Performance also becomes a problem. With larger data sets, you get lag, visuals that take too long to load, and well, of course, without heavy preprocessing. And it just doesn't feel modern. Self-service often disappears as well. What you embed is typically fixed content, and customers can't tailor that experience or the data without getting into the BI platform itself, which again circles around cost and complexity. You've got vendor lock in. To give you a really good example, something like Power BI. You authenticate through Microsoft's extra ID, host content within Power BI cloud on Azure, and you accept updates when Microsoft rolls them out. The on premise alternative is Power BI report server, but that doesn't offer the same modern embedded experience either. And in practice, you depend on the parent company and their infrastructure, which can limit how deeply you can embed and generally the experience that you're going to get out of it. These pain points are everywhere. If you need proof for yourself, take a look at G2 reviews, developer forums, Reddit threads, and they all echo the same frustrations. Give it a read. And the good news is that it doesn't have to be this way. So let me introduce you to Logisymphony, our AI first analytics platform. We built this platform for people who actually create and run software, developers, engineers, solution architects, and data builders on the team. The experience starts with the maker, not just the analyst who reads the charts. Instead of dropping a single experience into your app, Lodi simply lets you design an experience that fits your product, your users, and of course, goals. You can embed analytics anywhere, SaaS product, customer portal, or an internal tool. You decide exactly how it looks, how it behaves, how it integrates. Every pixel can carry your brand. There's no iframes, borders. We left those chunky handoffs behind years ago. Data, governance, and security, of course, built in, so you can control what every user sees right down to the row level security. And of course, the platform scales without drama. Logisynfony is AI ready in a practical sense. Natural language queries, generative insights, plus they're plugged straight into the security and data models that you would trust with the dashboards and reports. That's why Logisimity feels different. It brings the analytics to your data instead of hauling your data to your analytics. Live queries stay at the source, federated and spans multiple systems, real time metrics surface right where the work happens. And that same architecture lets AI add real value because the data is always current and the guardrails are in place. So anyway, let's jump in so that you can see it in action. I'll give you a bit of a live demo, and I'll walk you through six experiences inside Logisymphony. The first being a self-service dashboard where you can explore live data, self-service reporting for detail and precision, an analyst workbench for power users looking for modeling freedom, governed executive dashboards for pixel perfect dashboards and KPIs. We've got pixel perfect reporting as well for governance and detail, and finally, the development experience. So together, that would allow you to create your own experience using all the tools that we provide. This way, you don't have any of that one size fits all approach that I mentioned. So let's get into it. Let's start with our first embedded dashboard experience, the self-service dashboard. So this view is built for users who want to create and receive their own insights. And notice that we're fully embedded inside a host application. And every dashboard or experience that I'm going to show you today could be embedded in a similar way. I won't call it out each time, but picture this experience for all of them if you wanted it that way. First, we'll log in, and from there you can see the analytics area of the app. If I quickly blur out the rest of the interface, you can see that there's a distinction between different parts of the application, so the host and the children. Every visualization on this page is completely customizable by the user. For example, if I use just this chart showing revenue, I can click on the metric and decide maybe I'm more interested in average price. I can switch it instantly. Maybe I want to color this chart by revenue instead. Again, it's up to me. This governed environment allows users to explore and visualize data exactly the way they need it. I can even pop up a sub menu and adjust settings, making bigger changes on the fly. Suppose I prefer a combination liner bar chart instead of the original visual. Couple of clicks, and I've got full control. So this type of interface is perfect for users who want to see their own insights without being thrown to the wolves in terms of full control and technical capability. The next is self-service reporting, similar to the self-service dashboard that I just showed you, but on the reporting side of things. If you're not familiar with the distinction, dashboards tend to be more high level in summary information, whereas reports are more long form detailed information. So users who are interested in this detail can receive an embedded self-service report generation screen, and the best part about this is that it's extremely easy to use. You can see from the designer. I give it a name, I can set up my headers, my footers the way I want to see, including images, and if it makes sense, even some trademark text. You name it, it's here. But the meat of this is the ability to simply choose a data source, then go and select the different items that you would like to have included within the report, click create report, and that's it. Now users have an embedded report that they can start using right away within their applications. And the best part is that this function is very much like Excel once you're finished. I can reorder, I can open up menus, grouping, formatting, whatever I need. Something like this is perfect for users who want detailed control while simultaneously keeping out of the weeds, similar to the self-service dashboard I showed you before. Now, speaking of the weeds, let's get into those as well. Analysts who are looking for self-service might prefer this type of interface, perfect for users who are interested in deep discovery and a lot of functionality. Usually for the types of users trained on data and know what they want and perhaps willing to take more time to learn the application. For this interface that you see, we have a dataset on the right, control panel on the left determines what's displayed, and the visual itself. From here, I can drag and drop whatever I need. Right now, revenue is on the canvas, so let's add continent. Next, I'll break it down by product. Notice how the data instantly splits. I can also add filters. This would be the slicer functionality. I can limit certain views to provinces perhaps or add different time periods. Let's take this one step further. I'm gonna drag date into here. Now we've got two lines appearing side by side, and if I wanna regroup or split them, I can just undo and adjust the fields. And right click on any data point and adjust the granularity, but maybe we want to switch to a month view. From there, if I want period over period comparison, I can tell the system to go back maybe one year, adding a new series so that we can make that comparison instantly. Or maybe I'm interested in a forecast. I can choose revisualize, select forecast, and the system is able to project forward so that I can see where things are gonna go. I can change the aggregation, I can add my own custom formulas, and much more. And if I need raw numbers, I can simply flip the view to a table. It's expandable just like other interfaces that you've seen. Now on to governed dashboards. These dashboards are pre built for a specific audience designed around their exact needs. The on screen is an executive view, and the left is basically showing different cards for each department that we're tracking. This was custom built, of course, to an exact specification, but as I mouse over, I can see exclamation marks or check marks. You'll notice even a navigation at the bottom. So if you have a different layout in mind, you simply change it. Think of it almost like a PowerPoint where it's an open world. From here, a user could go and drill down. So if I click on sales, I'm, of course, brought specifically to a sales dashboard. You can also see that I've left a comment, allowing me to collaborate with other users who could reply or just use this as contextual information. I can also drill up and down on the data. I was just at the quarterly view, but now I'm looking at a year to date. This dashboard can go all the way down, so I could go line by line to detail if I wanted, going from an Excel style table that allows for tighter control, similar to the self-service that you found. Filters are available, so I could focus on a specific product if I wanted. The key point here is the experience is locked down, ensuring that each user sees exactly what I, as a designer, wanted them to see and nothing that they don't. Pixel perfect reports are another way that you can look at data. Similar to the self-service reporting that I showed you before, there's pixel perfect reporting. And the idea here is very similar to the governed dashboards that I just showed you. The idea is that you would build a perfect report, usually for regulatory or embedded reasons, but perhaps even I want quarterly reports that are going to the board automatically generated. So you would use our environment to build these and then embed them within your application. Unlike most reporting systems that you see, this is highly graphical, but it doesn't have to be. This could be long form detailed content like I showed you previously. Simply raw data that if that's what you need to see, but the choice is up to you. At the end, this is an absolutely fantastic experience for users who just want information without getting into the weeds. And finally, custom development is the last experience. If none of these exactly align to the types of experiences that you want to provide for your users, some customers have taken our application and extended it to provide something completely unique to their users. Logisynfony contains many APIs that are available for you to work and extend the application or even use our professional services team if you'd like us to do it for you. In the past, we've had customers build entirely new analytics experiences the way they want it for their users. But realistically, sky's the limits. Let's talk a little bit about AI. Everything that we've shown you so far gets more powerful when you add conversational AI to it, which is available out of the box. No matter which experience you choose, self-service, exploration, executive dashboards, custom coded view, you simply can pop up the chat and ask questions of the system that understands your data because it's there, it's got the governance built in, and it's trained. The idea that makes this possible is smarter interactions. We have natural language and predictive insights that appear right where people work. So I am able to ask it information about what I'm seeing, and the AI system could actually do a prediction if you wanted. Second, it's open by design, so you can plug in any model you want. You can connect it to any vector store and roll this out low code, no code if you wanted to. Third and most important is that it runs where your data lives, so it will only see what the current user is allowed to see. You don't have to worry about AI overexposing everything. Let's wrap up looking at security and control. So LogiSymphony blends seamlessly into your application. First, every user passes through kind of a set of gates. They start with authentication. Whether you rely on single sign on or service tokens or custom identity provider, Logisymphony will confirm who's walked in the door before anything else can happen. We also apply content security. The platform decides which modules and dashboards even appear to the user. Developer might see the full design in Studio, whereas an executive might just want finished content. Feature security tightens things down even further. Actions such as save or drill down, or some of the advanced modeling might be disabled for specific users, so they don't stumble into tools that you don't want them to use. Data security, as I mentioned, sits front row center. Right? So every content that you do open, every chart, every label, even the AI has to respect this and make sure you're entitled to see what you can see. And finally, what this allows you to do is really get into a custom experience that is perfect for your users. Bring it all together, and you've got the most tailored experience you can possibly get. All of these, of course, roll up to a customized experience like I've been showing you so that you can provide exactly what your users need, no more, no less. So really reducing that friction and getting away from that one size fits all experience that is really plaguing this industry. So let's bring everything full circle. We saw why popular tools like Power BI and Tableau and Looker often stumble in the embedded scenario. Licensing surprises, rigid embedding, iframes, and self-service that doesn't really stack up to the user experiences that you would want. LogiSymphony solves those problems by giving you total control over the analytics experience. Developers, analysts, executives, frontline users, whoever it is, can have an interface that works the way they do, not a one size fits all. And third, control that reaches beyond visuals, governance, styling, low code APIs, and conversational AI that all follow the same set of rules as you deliver insights that are branded, secure, and ready for the future day one. If you're ready to learn a little bit more about how Logisynpathy can meet your exact requirements, book a custom demo with our team, and you can discover how we can deliver embedded analytics that fit every user while avoiding the one size fits all trap. That's all for now, and thank you for coming. All right, that concludes today's webinar. Thank you so much for joining us and being a part of the discussion. As Jeff mentioned, if you'd like a deeper look at Latchy Symphony or want to continue the conversation with our team, simply navigate to the link on the screen. Thanks again to everyone and enjoy the rest of your day.