As the end of the month approaches, it's time to report back.
(The picture comes from the Internet)
In this special period, your boss must want to check the overall operation of the company, sales performance, customer analysis, customer activity, Top10 sales, product status, order processing and other information.
Students who have a certain understanding of business will understand that sorting out these content requires cross-business and cross-functional modules to integrate data.
And every time when the leader assigns the task of data analysis, it will still cause a little headache for the old U8 users.
You may want to say, U8's business processing function is so perfect, not perfect?
But for data analysis, the following issues still need to be addressed:
- Difficulty in conducting financial business linkage analysis;
- Historical data cannot be used effectively;
- Only the fixed reports provided by U8 can be used, and the data aggregation of multiple A/C sets can only be done manually, and it is not easy to use.
U8's various process functions are indeed very powerful, but it is slightly difficult to do business data integration analysis, especially for the data analysis required by business personnel, the only thing that can be done is "waiting".
So, how to fill the last brick at the top of the ERP pyramid? Here you need to understand a concept: embedded BI .
State of Embedded BI
Before the formal explanation, let's talk about the background status of embedded BI.
ERP started early in the domestic informatization field. At that time, most software products were applied in the form of client/server CS architecture. Most ERP systems also focused on the realization of data collection and process approval functions, lacking data Analytical functions.
(The picture comes from the Internet)
With the rapid development of informatization, enterprises now not only need to manage business processes and collect information, but also process and analyze the collected information and data to complete the informatization of the decision-making level at the top of the pyramid, so that Data generates value, provides effective data insights to corporate decision-makers, and promotes the development of enterprises.
In this context, BI tools came into being. BI tools can solve the functions of data integration, data modeling, data analysis, and visual display of full-link data decision-making.
If you combine BI tools with U8, you will be invincible in the world.
However, most BI tools are currently independent and need to be installed and deployed separately. Even if combined with BI tools, users still need to switch between two systems. The data analysis efficiency may not be improved, but the learning cost has increased a lot.
Therefore, a set of BI tools that can achieve hyper-convergence with U8 is needed to enhance U8's data analysis capabilities - that is, embedded BI.
BI deeply integrated with U8
Deeply integrated BI, embedded BI is a data analysis method that integrates analysis content and functions within an application. Its goal is to help users work smarter by consolidating and analyzing relevant data. Users use these analytics capabilities directly in business systems they use every day to help solve high-value business problems and increase productivity.
Embedded analysis is the result of the comprehensive development of many factors. From the perspective of market trends, the importance of data value has been widely recognized by decision makers, and the digital transformation of enterprises is in full swing, and it is quite effective; from the perspective of application software users, more users expect Directly use the functions of data analysis, visualization and reporting, and can modify/create new dashboards and reports according to your needs; from the perspective of technological development, with the development of self-service BI, the difficulty of using BI software has been greatly reduced, and data Analysis is no longer the patent of professional technicians or data analysts, and business people can use BI functions by themselves.
Embedded analytics strives to integrate data presentation analysis and manipulation into the same environment by integrating data analytics capabilities more deeply within business applications (also known as main programs) and workflows. Data analytics will be embedded into the application in one or more of the ways shown below.
Statistics show that 83% of commercial software and SaaS providers that embed analytics applications into their main programs say they can charge higher prices from customers; on the other hand, only 74% of ISVs that offer stand-alone analytics services can Do charge higher.
Therefore, application providers should embed analytics more deeply into their applications. However, the appropriate level of integration may depend on many factors, including the application scenario and the resources available for integration. That's why we often find leaders of ISVs and advise them to start with the easiest integration points to integrate as quickly as possible, and then progress to deeper integration over time.
How to integrate BI with UF U8
Let's take a look at how to integrate embedded BI into our ERP.
Architecture diagram
integration kit
Implementation plan
1. Download UF U8 and Wyn
Among them, the U8 folder contains files for configuring the integrated environment of the U8 server and client. Wyn is a configuration file for integrating Wyn reports or dashboards in UF U8 systems.
2. UF U8 server-side environment preparation
To meet the integration needs, please use the SQL Server database management tool to open the UFSystem-GC.sql file in the \U8\Server folder of the installation package:
Execute the script in it. As shown below:
The script will create the database objects required for integration in the system management database UFSystem of UF U8.
3. UF U8 client environment preparation
First, make sure that .NET Framework 3.5 is installed in the client operating system.
In order to prevent possible problems during debugging and other processes, some DLL files of UFIDA U8 client need to be updated. Please use the files in the \U8\Client\U8Soft folder in the integrated package to replace the contents of the folder with the same name in the U8 installation path.
Next, merge the registry key file (*.reg) files in the \U8\Client\ folder.
If the operating system is 32-bit Windows, please right-click U8Browser-x86.reg, and then click [Merge]:
If it is a 64-bit Windows, please right-click U8Browser-x64.reg, and then click [Merge].
If you need to integrate in an embedded way, that is, to display the Wyn page directly in the UF U8 window, please make sure that the IE11 browser has been installed in the client operating system. Otherwise, if it is other browsers such as Google, it can only display Wyn 's page in the form of a pop-up window (Popup).
Report development and delivery process
Scheme effect display
- Embedded Visual Analysis Dashboard in UF U8
- Embed Chinese-style complex reports in UF U8
- UF U8 Inventory Analysis
- sales analysis
- Customer Analysis
embedded value
- Reduce development difficulty and save development costs
The report requirements that must be realized through secondary development, now only need to use tools for drag-and-drop design, and the implementers only need to understand customer requirements and corresponding data tables to quickly complete report development. It greatly reduces the difficulty of report development, shortens the project cycle and saves development costs.
- More project opportunities
Based on the usage of U8 by customers, while providing business system informatization services, it can also provide value-added services based on data analysis, especially for the decision analysis needs of enterprise management and management, to tap more project opportunities.
- Increase competitiveness
Based on the accumulation of experience in UF U8 delivery, combined with professional reporting tools and more professional informatization capabilities, it strengthens the advantages of informatization service capabilities.
If you are interested in more embedded BI content, you can experience the online demo:
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