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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 [email protected]
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
