Self-service Business Intelligence Tools For Data Storytelling Techniques – What is self-service BI? Self-service BI vs. Traditional BI Why is self-service BI important? Benefits of self-service BI How does self-service BI work and how do different industries use self-service BI? What should I look for in a self-service BI tool? Bring information to everyone Self-help business information is frequently asked questions
Self-service business intelligence (BI) is based on the idea that employees should be able to access business data and gain insights without the help of IT professionals or extensive SQL knowledge. Typically, self-service BI comes in the form of a tool or application that allows an organization’s end users to analyze and present data without the help of the IT department.
Self-service Business Intelligence Tools For Data Storytelling Techniques
This means that teams from operations, marketing, product development, sales, finance and other units can use data every day to make decisions and at the same time easily monitor information management processes. People can customize their surveys and dashboards to answer their specific questions and provide them with information that helps them in their role.
Gartner’s Magic Quadrant 2022
There are several differences between traditional BI and self-service BI. These differences affect who can access the data, how quickly a person can access the data, and how independent groups have control over how their work affects the organization.
In traditional BI, the gatekeepers of all information are a small group of people – usually the IT or business intelligence team. They manage everything: import data from different sources, manage and organize data in the database, run queries, create dashboards and send reports. To participate in traditional BI, team members must be highly skilled. They usually have significant training and experience in information management and specific software platforms.
Before team members in traditional BI organizations can export data or make important changes, they often need to obtain and issue permissions, so the process takes a while. A job may need a strong reason to work. This delay means that information from BI or IT teams is at least slightly out of date by the time it is delivered to the requester. An information deficit means that a company makes decisions based on historical data rather than current trends.
However, self-service BI is a modern model where users can access and submit data themselves. Like traditional BI, data is uploaded to a repository in the same way – but instead of only a small group of people having access to that data, self-service BI allows multiple users to view, manipulate, organize and share data. . This means that teams get real-time access and can create their own reports.
What Is Business Intelligence?
Self-service BI is important to both IT teams and many end users. IT teams no longer have a backlog of applications. They can focus on their core work to support and develop networks. BI teams can also focus on the overall strategy instead of generating reports for other teams on multiple projects. Many information requests made by groups in an organization are not complex, but the systems for obtaining the necessary information, and the requests take significant time and energy. The answer to this problem is to simplify the process with self-service BI.
Self-service BI is also important for end users. Self-service BI models make data public and enable many people in the organization to access and view the data. Users can adapt the dashboards to the needs of their projects. They can explore the data and find things that are useful for their role and team.
While this is good for both the IT team and individual users, the company as a whole also benefits. Because users can access reports and data in real time, every organization has access to the latest information. Teams and managers can make better business decisions for the organization if they have the latest information and the most recent trends.
Self-service BI offers many benefits to individual users and entire organizations. Here are some of the benefits that companies get when they move to a self-service BI model:
What Is Business Intelligence (bi): Complete Implementation
Self-service BI serves as part of your organization’s larger infrastructure information. A self-service BI platform is effective when connected to data warehouses and various data sources. Once the platform is set up, administrators grant access to users, and users can customize their data with individual dashboards and reports.
This is how self-service BI typically works, but depending on your organization and industry, you may see differences in how the tools are used, what tasks they are used for, and how they benefit the business. Here are some examples of how different industries use self-service BI tools and how self-service BI works for them:
Healthcare organizations can use self-service data to better understand public health trends and treat patients more effectively. With the help of self-service BI, users can handle the issues of services provided by hospitals, such as entering patient data, scheduling appointments, optimizing service costs, and purchasing drugs and medical equipment more efficiently. When employees understand information, hospitals can operate more efficiently and patients can receive better care and faster follow-up. Health care organizations can use BI to help them track what diseases people are experiencing, the results of certain treatments, patient satisfaction levels, and how to improve staff in different departments.
Education is another prime example of an industry benefiting from self-service technology. Think of all the data a public school district collects each school year. Administrators and teachers should compile this information into reports on state and federal funding, grants, size classifications, and student aid. If the district’s IT team were the only source of these reports, they wouldn’t get much done in their workday.
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Recycling companies and other environmental organizations benefit from self-service BI. One of the most difficult parts of this field is trying to change human behavior on a large scale for the benefit of the planet. Employees must always justify the work they do. To do this, organizations in this field need to see data as a story. Self-service BI allows users to see trends, measure the effectiveness of specific campaigns on people’s recycling habits, assess the impact of sustainability regulations, and track their metrics on how much pollution may have been avoided as a result of their efforts. Dashboards allow users to create visuals that quickly show their impact on the World.
Banking and finance companies are another strong candidate for self-service BI tools. In the financial services industry, customers expect organizations to respond quickly to changing markets. Whether it’s a change in the stock market or a new tax, companies need to quickly change their strategies, which requires multiple users in the organization to access real-time data through self-service BI. Financial professionals can also use self-service BI to identify important customers, emerging markets, promising companies and future investments so that their companies can provide better services to their customers.
Human resources departments are often not the first place that comes to mind when people think of data. Self-service BI, however, enables access to data in areas of the business that are typically excluded from data-driven decisions. With self-service BI, HR team members can track data from recruiting campaigns, measure employee performance, collect data on employee satisfaction and retention, measure how people-related decisions affect the company’s broader financial efforts, and identify trends to make teams more successful.
As with any new solution, there are a few things to consider when finding the right self-service BI tool for your organization. Here are some things to keep in mind when applying:
Dashboards Vs. Reports
Look for tools that give you flexible options for presenting data, facilitate collaboration with different teams, and can help all departments measure the metrics they want.
To make sure you’re getting value for money from a custom BI tool, check if the platform can handle the types of data and metrics you need. On the other hand, make sure that the product is not very professional or people do not use it fully, forcing you to pay for features that you do not use or need.
Be the first to demo the product to test its mapping capabilities, location functionality, drag-and-drop capabilities, and collaboration capabilities. The whole purpose of self-service BI is to make information more accessible, so make sure the tool is easy to use and intuitive to work with.
Your self-service BI tool should fit your existing information architecture. The tool should work with existing cloud data warehouse, ETL tools and BI tools.
Business Intelligence Platform
Make sure your self-service BI tool doesn’t sacrifice data control for ease of use. It should allow managers to ensure that the right information is in the right hands.
Self-service BI is a win-win for end users and the IT department. On a large scale, it provides business-wide benefits such as faster decision-making time, up-to-date information, better data insights, and deeper business insights across multiple teams. We believe that data is only as good as the people who can handle it. See how self-service business intelligence can simplify reporting and deliver more insights
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