Better Ways to Use Your Self-Service Analytics Platform

Fully utilize your analytics platform

Many companies relegate their self-service analytics platform to delivering very basic reports, with standard visualizations for more insight. But that tool can provide many more benefits to better serve the business.

Here at Izenda our Sales department makes use of a “battle station.” We’ve put real-time information into a series of dashboards and visualizations presented in a slideshow format using our own BI and analytics solution. Account executives – and the rest of us – can see how many deals they’ve closed. Business development specialists can see how many leads they’ve processed and brought to the next level. Our VPs of Sales and Marketing can, at a glance, see the status of all the staff. That includes how individuals, and the team, have progressed toward meeting their goals.

One of our customers has a similar use. The company provides software to track surgical inventory. Individual clerks track their progress on fulfilling surgical team orders. Their manager tracks trends on surgical supply use and the team’s responsiveness.

Another customer needed answers in the field to complete right-of-way property negotiations on site. They chose to embed Izenda to improve real-time negotiations through reports and dashboards shared with managers, stakeholders, regulators and other interested parties immediately. The property manager in the field can see negotiations for comparable properties to make fair offers immediately. The inclusion of documentation with the platform enables property managers to make the best deals while remaining on site.

Any business subjected to a negotiation process can utilize these same features.

We’ve also detailed in this blog space how our own engineering team uses the Izenda self-service analytics platform to track the in-house server performance. They deployed a logging system using our platform to report on and analyze log data from Windows and Linux servers, firewalls, etc. It can reveal DDoS attacks and send alerts to the appropriate staff member.

Dashboards with visualizations like gauges and heat maps with color-coded thresholds and drill-down functionality expose problems and show trends with the servers. While the team can see the dashboards on a large monitor, they can’t watch it all the time. So they set up alerts, another feature of the Izenda analytics platform, to signal them if a problem occurs.

Our project managers and customer success specialists use Izenda to track support tickets. The analytics platform creates a breakdown of which tickets are open, how many open tickets each team member has, the health of each ticket and what tickets they consider critical. The VP of Development and Customer Success can see how many tickets each person closed, how many hours each support case took and what work they completed.

These ways of using our self-service analytics platform help drive a company’s internal performance. Some of our clients help their customers with these ways to use the analytics solution embedded in their business software. But they may miss the opportunity to use it to analyze their own internal use cases.

An enterprise grade approach to analytics might take advantage of the ability to render dashboards from the Izenda analytics platform. These companies may use its presentation mode. A part of the business software application could become a slideshow of the enterprise’s data. A best use case for this could be preparing the pages of a presentation for meetings with executives.

Every bit of data a company collects gets covered by some privacy or security law or standards, such as HIPAA or Dodd Frank regulations. Compliance with these laws and regulations requires strict control over who gets access to specific data. Putting those controls in place is the next step after identifying who has the legal right and need to access the data. But tracking that access becomes necessary, especially in the event of a data breach. A company can report off of everything that can be logged with Izenda’s analytics platform. To make compliance reports, managers can see who runs what reports, and when they do it.

Underutilized Features Business Should Use

Izenda has a few underutilized features businesses should really use. Organizations can set up a “negative” filter to only show anomalies – including, but not limited to errors. An alert can automatically send an email whenever an anomaly occurs. For example, the head of the sales team could get an alert at regular intervals, but only when a sale was made over a certain amount by a specific salesperson. Many Izenda customers use scheduling and subscriptions, but not alerts. So an alert gets sent every time a salesperson makes a sale above a specific amount, with alerts delivered on the schedule that best serves the sales executive.

Izenda’s analytics platform provides a great way to make dashboards. But the underutilized report parts feature enables a business to add analytics directly into the workflow. The business can embed report parts that display extremely important KPIs on the user’s login page that show them everything they need to know. They don’t need to go to a dashboard and they don’t need to open an analytics platform to see the KPIs that are critical to their jobs.

It’s a simple process to add a report part to a page. Using JavaScript, it only takes three lines of simple code to integrate analytics into the business workflow. Embedding report parts make analytics look more like a part of the business application.

Each of these uses can make the day-to-day use of analytics easier for the business and its customers.

How could you use your analytics platform? Ask our solutions architects and integration specialists for more best practices when you schedule a trial.

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