How to Build Social Intelligence in Your Organization

What do we see in the market today?

Speed of making a decision is becoming incredibly

important

Analytical tools are still too complicated

for business users to use

Data insights get lost outside of the BI system

We live in a Social World

Bringing Social to BI

Think and Work Together

Share insights and learn from others

Build the Corporate Intelligence

Key requirements for Social BI

• Personalization, individual workspaces

• Desktop integration (email, search, etc)

• Annotations, discussion threads

• White boarding

• Presence awareness

• Chatting, Instant Messaging

• Searching

• Subscribing

• Friending

Where do you begin?

#1 - Focus on business goals & business users

Keep the end user in mind from the startUnite the IT department with less technically savvy business usersUsers should control the flow & content, while IT group secures the data & subsequent analysis.

#2 - Decouple the data collection from the business analysisData Collection

Continuously collect, cleanse and properly structure data from multiple sourcesKeep business users out of the complexities of the data

Business insightLet business users define their needs & goalsIncrease the velocity of your insight generationAllow for continuous change & evolution

#3 - Work-in your ad-hoc teams Define your ad-hoc teams

By areas of interest (NOT by org chart)Add BI experts to these teams

Gradually add teams to the pool of usersMore people using the system collaboratively improve the level of the suggestiveness

#4 - Tie analysis to decision making processes

Decision makers must have accurate insights in front of themAdd the insight to decision making processesUse the Insight-evolution traceability of the system to ensure proper documentation of the decision making

#5 - Faster, stronger enterprise

Collaborative decision environmentCultural transformationShift away from the data-centric approach to the knowledge- and wisdom-centric method

How do you empower business users?

Key Requirements for Self-Service BI

• Rich Data Visualization

• Interactivity

• Self-Service Analytics

• Web 2.0 features (wikis, tags, like buttons, etc.)

• Discoverable capabilities (no ‘right click’)

• Self-designed dashboards

Necto End-to-End BI SuiteIntuitive & Interactive for Business Users

Complete Web-based experience

Visuals(i.e

treemaps)

Analytics Social Intelligenc

e

Reporting

WorkBoards

KPI’s

Automated Insights

Office Integration

Collaborative decision making platform

To build the Corporate Intelligence

User Scenarios

Empowering field organizations

“As a VP Sales, most of my team are remote and in the field, I need them to have tools for discovery and collaboration between themselves and HQ.”

Solution

Benefits

• Collaborative decision making platform to find the right insight and people quickly

• Increased customer satisfaction • Increased revenue per customer• Decreased idle time and operational

costs

James Madden – VP Sales

Challenge

Empowering Sales & Operations planning

“As a VP Operation, my task is to synchronize the key stakeholders in the sales and operation planning process, ensuring an efficient supply chain and delivery .”

Challenge

Solution

Benefits

• Social intelligence helps us align the relevant members & engage in cross functional discussions

• Efficient supply chain process• On time delivery according to plan• Learning from past mistakes, improving

our process after each collaborative meeting

Garry Jones – VP Ops

Empowering Ad-hoc project teams

“We are tasked to deal with a key integration project, consolidating data from the enterprise, analyzing it and making decisions on the best path forward.”

Challenge

Solution

Benefits

• We sit in different offices, homes, and different time zones, social intelligence increased our productivity.

• We successfully used the power of collective intelligence to make better decisions.

• All the data, context and process is kept in the system helping the enterprise grow it’s corporate intelligence.

Gail Sanders – Team LeaderBen Spencer – Team MemberJulie Cohen – Team memberSandy Gibson – Team member

Empowering Management teams

“As a CEO, I ensure the company execute out strategy according to our plans. I need to measure our progress and align our resources to deal with market conditions.”

Challenge

Solution

Benefits

• Measure the company’s performance and find areas that need more attention.

• Via social intelligence I can point to specific data and ask for further investigation by the relevant team members.

• All the executives are aligned.• Productivity is higher, as

measurement, analysis and collaboration is done in one place.

• We execute better according to our strategy.

Jack Mead – CEO

Welcome to the next Generation of BI

Financial Services Healthcare Retail & DistributionManufacturing Telecom, Media & Entertainment

Over 1,600 customers worldwide

Gartner

“Customers ranked Panorama in the top third of vendors for OLAP and dashboard capabilities, with a higher proportion of users using the product for ad hoc analysis (29%) than other users of products/vendors featured within this year's Magic Quadrant.”

http://www.scribd.com/doc/48815541/Gartner-BI-MQ-2011

See a demo of how to bring Social Intelligence to BI:info@panorama.com

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