Customizing the MicroStrategy Experience to Deliver ... · bubble of cloud. The bubble size is...

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Customizing the MicroStrategy Experience to Deliver External

BI Applications

Prateek Kumar, Relationship Manager, InfoCepts Steven Myers, Director, Technology, Nielsen

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Agenda

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About InfoCepts

Nielsen Solution Overview

Customizations

Seamless Integration

Business Rule Driven Prompts

Enhanced Navigation and Interactive Features

Enhanced Export

Visualizations

Demo

Giveaway

Q & A

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About InfoCepts

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GROWTH

Compounded Annual Growth of 30%+

PEOPLE

370+ in US, India and Singapore

ACTIVE CLIENTS

40 Worldwide

LIFETIME CLIENTS

200+

Ten Year History of Working with Our Customers to Help them Derive Value from their Data

We combine an intense high achieving culture with deep business analytics and information management technical expertise to deliver global solutions for our world class customers

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GLOBAL CLIENTS

Serving clients across the Globe

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Our USP

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Scalable to any size of project or level of complexity

Dedicated Data Visualization team

35+ person MicroStrategy SDK team

Early Adopters

Accelerated MicroStrategy Development

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Partnering with our Customers to Deliver At World Class Levels

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Built the world’s

LARGEST custom BI

platform for social media analytics

Support and

OPTIMIZE the

entire BI and DW environment for a

World class Retailer

Delivered a highly customized MicroStrategy application that will be

rolled out to 10s of thousands of users

Architecting system for worldwide integration of data from hundreds

of disparate systems

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Segmentation & Market Solutions (SMS)

Nielsen

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ABOUT NIELSEN

Nielsen is a leading global information and

measurement company that provides insights &

data about what people watch, listen to & buy

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FIND

UNDERSTAND

CONNECT

• WHO ARE MY BEST CUSTOMERS?

• WHAT IS THE POTENTIAL DEMAND FOR MY PRODUCT?

• HOW DO I FIND GROWING CONSUMER SEGMENTS AND MARKETS?

• WHICH MARKETS AND LOCATIONS OFFER THE BEST OPPORTUNITY?

• HOW DO I REACH MY CONSUMERS MOST EFFECTIVELY?

• HOW DO I OPTIMIZE MY MARKETING TO DELIVER RESULTS?

SEGMENTATION & MARKET SOLUTION (SMS)

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SEGMENTATION & MARKET SOLUTION (SMS)

Develop a Single Platform that converges capabilities of 16 existing platforms

and delivers an enhanced user experience

Open to customers – provides

enabling Global Content • Single platform that supports core

services

• Single delivery via web

• Enhanced user experience

• Reduce operating expense

• Enable rapid development and

more timely data updates

• Global capabilities (i.e. mapping,

segmentation, geospatial services)

Current State

• 16+ Applications

• Multiple delivery mechanisms

• Low customer satisfaction due

to inconsistent UI and

workflow

• Difficult to maintain multiple

systems

• Slow to market with data and

new capabilities

Legacy State

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EXTENDING THE MICROSTRATEGY EXPERIENCE

Enhanced Navigation and interactive features

Business Rule driven Prompts

Seamless Integration

Enhanced Object Sharing

Enhanced Export

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Customizations

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Why Customize?

Custom branding

Custom workflows

Custom export

Custom report creator

Custom widgets, graphs, controls

Integration with portals

Import user defined functions

Integrate mapping engines

Business /Functional Need

OOTB limitation User Experience

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Seamless Integration

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Seamless Integration

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Direct and easy access from the Portal

Similar look and feel

Centralized object sharing across applications

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From: Answers Portal; UI accustomed to users

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To: Reporting Application (SMS); UI similar to Answers Portal

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How MicroStrategy Report looks in the platform

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OOTB – My Reports

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Centralized object sharing across applications

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Displays list of recently run reports User may choose to edit

the reports or perform several other operations

Choose Users To Publish Report(s) To

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Business Rule Driven Prompts

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Flexibility with Prompts

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Control over design and layout of the prompt page

Control prompts through business rules

Prompts driving prompts in single page

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MicroStrategy OOTB Prompt Page

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Custom Prompt Page

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Quick help using tool tips

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Business Rule Driven Prompting: Answer to a prompt driving other prompts on the page

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With summarized report as ‘No’

With summarized report as ‘No’. There are 9 prompts

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Business Rule Driven Prompting: Answer to a prompt driving other prompts on the page

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With summarized report as ‘Yes’. There are 11 prompts

New Prompts are added with Summarized Report selection as ‘Yes’

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Enhanced Navigation and Interactive Features

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Enhanced Navigation and Interactive Features

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Intuitive Navigation and Layout design

Ability to synchronize selections between the grid,

chart, and the map

Interactive features like launching a report, creating

favorite prompt answers based on multiple

selections on a report

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OOTB MicroStrategy

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Long Horizontal scroll. Lack of quick access to report sections

Real estate wasted in display options and title

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Intuitive Navigation and Layout design

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Sections displayed in pop-ups.

Feature to Expand/Collapse section

Respective Sections displayed in pop-ups.

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Jump to section: Quick Access to various Report Section

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Select Section to jump to

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Jump to Section: Pulled up Selected section

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Selected will be pulled up

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Interactive Features

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Selection sync

Launching a report

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Enhanced Export

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Print Ready Excel Export

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Ability to modify export output to

Select specific sections to export

Hide unwanted columns

Freeze attribute columns

Configure print parameters in report documents

Customized Layout for Exported documents

Retain ‘Orientation’ and ‘Scaling’ property

Batch Export

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Flexibility to select multiple report sections on Export

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User has the flexibility of choosing what to export on the fly

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MicroStrategy OOTB Excel Export

Row/Column Header not Locked

Minimal control over cell formatting

Minimal control over display of objects

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Enhanced Excel Export

Row/Column Header Locked

Full control over cell formatting

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Print Page#1

OOTB Export Print

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No Print parameters set

Print Page#2

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Print ready Export

Custom Export Print

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Print Parameters defined

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D3JS, HTML5 Visualizations

Visualization

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Custom Visualization

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Visualization libraries like D3JS are light weight and

may offer better performance

Third Party Libraries offer rich variety of

visualizations that can cater to complex business

requirements

Interactive and Intuitive UI

Configurable Styling: Axis labels, Fonts , Tooltips,

Highlighting features on hover

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Example

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D3JS Visualization

OOTB Visualization

Bars going up for > 100 and down for < 100

Reference line is moved to 100

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Advanced Visualization and Interactive Displays (AVID)

A custom visualization library for MicroStrategy Mobile App

Business specific use cases for complex data analysis

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• Bubble Word Cloud Widget Bubble Word Cloud widget is a Custom visualization to compare two metrics for one attribute.

It’s an animated interface where one can compare two metrics in each bubble of cloud. The bubble size is based upon total count and each bubble is bifurcated on word.

It is a deployable widget on MicroStrategy with a specific dataset requirement for backend MicroStrategy report.

Well configured to support MicroStrategy dataset filters and selectors so bubble cloud can be driven from another report

• Minimum number of attributes : 1

• Minimum number of

metrics : 2 • Current Status :

Integrated with MicroStrategy Data

MicroStrategy Report

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Advanced Visualization and Interactive Displays (AVID)

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Demo

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Top 5 Areas to customize for External BI Applications for better user adoption

Seamless Integration with Portal

Business Rule Driven Prompts

Enhanced Navigation and Interactive Features

Enhanced Export

Visualization

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Think Outside the Box!!! A quick strike Customization program from InfoCepts to get you jump started

Send an email to sales@infocepts.com

with “InfoCepts at MicroStrategy World 2015” as the subject

A New Frontier in Business Intelligence: BI Applications for Outside Audiences Whitepaper Available at: Microstrategyworld2015.infocepts.com

Giveaway

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Q & A

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Thank You