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      Choosing the Right Replication Strategy: Evaluating ADF + CDC vs. Snowflake Openflow

                                                       

      If you're delivering embedded analytics through Sisense, your dashboard is only as good as the data behind it. But how often do you think about what's happening upstream in the pipelines and ingestion architectures that determine whether that data is fresh, reliable, and cost-efficient before it ever reaches a visualization? QBeeQ is known in the Sisense ecosystem as a plugin and integration provider, but that's only part of what we do. This post is a window into the broader, strategic side of our work: architectural decision-making that happens well upstream of the BI layer but directly impacts the analytics experience your customers see. The client here uses Sisense to deliver embedded dashboards. We built their Snowflake-based data platform from the ground up:  integrations, ELT, data modeling, and governance with Sisense sitting at the top of the stack. The next question became: is our data replication approach from MS SQL Server into Snowflake the right one long-term, or should we move to Snowflake Openflow? A Platform Already in Motion Our relationship with our client didn't start with this POC. We previously helped them design and build a Snowflake-based data platform from the ground up, including data integrations, ELT processes, data models, and governance. That work gave them a solid, modern foundation for their analytics and reporting, including the embedded dashboards they deliver to their customers via Sisense. This POC was the next strategic step in that journey. With the platform stable and maturing, the question became: are we using the best possible approach for replicating data from their MS SQL Server into Snowflake? And more specifically, should we continue developing our custom ingestion approach, or move toward a more ready-to-go solution using Snowflake Openflow? Our client’s business depends on near-real-time data availability. Their operational data lives in MS SQL Server and feeds directly into Snowflake, where it powers analytics and reporting for their customers across retail, telecom, banking, and energy.  These aren't just technical concerns. They directly affect the quality and reliability of the analytics experience delivered to its end customers. The key business drivers behind this evaluation were: Faster availability of incremental data, especially for large transactional tables Lower operational risk and improved robustness Reduced maintenance effort over time Cost optimization at scale Putting Two Approaches to the Test Rather than making a decision based on vendor documentation or assumptions, we designed a structured POC to test both approaches in parallel, on the same three tables and similar data volumes, across four dimensions:  performance cost stability maintainability Option 1: Custom ADF + SQL CDC (Our Existing Solution) The key strength of this approach is control. We define the schema, manage data types, handle transformations during ingestion, and have full visibility into every step of the pipeline. This is the approach we built as part of the initial platform work:  CDC (Change Data Capture) - a native SQL Server feature that tracks only changed rows (inserts, updates, and deletes), eliminating the need to reload entire tables on every run Azure Data Factory (ADF) - Microsoft's cloud orchestration service, used here to move delta data from SQL Server to Azure Blob Storage Snowflake - which then loads and transforms the data using Snowpipe and scheduled tasks It's more engineering-intensive to set up, but the result is a robust, predictable, and highly tunable architecture. Option 2: Snowflake Openflow Openflow is Snowflake's newer, more plug-and-play approach to data ingestion. It uses Change Tracking (CT) on the SQL Server side, a lighter-weight mechanism than CDC,  and ingests data more directly into Snowflake with less custom orchestration required. On paper, it's appealing: faster to configure, fewer moving parts, and tighter integration within the Snowflake ecosystem. But as with any "managed" solution, there are trade-offs. And that's exactly what we needed to quantify. What We Found Performance Both approaches handled initial loads equally well. The gap appeared with delta loads — Openflow's Change Tracking completed incremental updates in 1–2 minutes versus 5–12 minutes for ADF + CDC. For near-real-time use cases, that's a genuine advantage worth noting. Cost This is where the picture shifts dramatically, and where decision makers should pay close attention: Openflow consumed approximately 12.5 Snowflake credits per day, translating to roughly $50/day or ~$1,500/month for this workload alone.  ADF + CDC came in at an estimated $8–15/month   That's not a marginal difference. That's a 100x cost gap on a three-table POC. Now consider what that looks like at scale. Most production environments don't replicate three tables; they replicate dozens, sometimes hundreds. If costs scale proportionally, an Openflow-based architecture could run into tens of thousands of dollars per month for a full production workload, compared to what remains a very modest cost with the custom ADF approach. For a data platform that's meant to be a long-term foundation, the compounding effect of that cost difference is enormous. Over a single year, the gap between these two approaches could easily reach $200,000 or more — money that could instead fund additional data products, analytics capabilities, or engineering capacity. For decision makers evaluating build vs. buy, or assessing the true TCO of a "managed" solution, this kind of analysis is exactly what's needed before committing to a direction. Stability & Maturity The Openflow SQL Server connector was still in preview status at the time of the POC. Runtime and canvas updates caused instability during our testing, and the solution requires ongoing infrastructure coordination. Azure Data Factory, by contrast, is a mature and battle-tested technology with a proven track record in production environments. Architecture & Maintainability Openflow introduced meaningful architectural complexity: requires Snowflake Business Critical edition (for PrivateLink connectivity) adds authentication and data sharing overhead offers limited control over target data types, and  handles soft deletes only, so hard deletes require additional handling Additional Snowflake-side transformations (PARSE_JSON, CLEAN_JSON_DUPLICATES) were also necessary. Our custom ADF solution, while more involved to build: gives full control over schema and transformations  handles deletes cleanly can be extended through a reusable automation procedure that simplifies onboarding new tables over time   Open Flow ADF + CDC Architecture Complexity ⚠️ Requires Business Critical + PrivateLink ✅ Simpler, fewer dependencies Stability  ⚠️ Preview — instability during POC ✅ Mature, production-proven Cost/month ⚠️ ~$1,500 ✅ ~$8–15 Initial load ✅ Comparable ✅ Comparable Delta load speed ✅ ~1–2 min ⚠️ ~5–12 min Onboarding new tables ✅ Fast and easy ⚠️ More setup, but automatable Schema & type control ⚠️ Limited ✅ Full control Delete Handling ⚠️ Soft deletes only ✅ Full delete support Our Recommendation The POC gave our client something genuinely valuable: a data-driven basis for a strategic architectural decision, rather than a choice made on assumption or vendor marketing. Our recommendation leaned toward continuing with the custom ADF + CDC approach as the long-term foundation. Not because Openflow lacks merit, but because the cost differential is substantial, the stability risks are real at this stage of the product's maturity, and the architectural overhead introduces complexity that isn't justified by the performance gain alone. That said, the delta load performance advantage of Openflow is meaningful. As the connector matures and if near-real-time requirements intensify, it remains a viable path to revisit. The POC ensures that if and when that moment comes, the decision will be informed, not reactive. What This Kind of Work Looks Like in Practice In the Sisense ecosystem, you may know us through our plugins and integrations. But this post reflects something equally important: our ability to act as a full-stack data platform partner. What your users see in Sisense is a function of decisions made far upstream. When those decisions lack rigor, the effects show up as latency, data gaps, and rising costs. Running a structured POC like this is often underestimated, but is one of the most valuable things we do for our clients. It's not just about finding the faster or cheaper option. It's about understanding the full picture: performance under realistic conditions, true cost at scale, architectural implications, and long-term maintainability. Every organization's situation is different. The right ingestion architecture depends on your data volumes, latency requirements, existing tooling, team capabilities, and cost constraints.  If you're thinking about your broader data strategy, not just what Sisense can do, but whether everything underneath it is built right, that's a conversation we're well-positioned to have. Thinking about your data platform strategy? Let's talk . QBeeQ is data strategy consulting firm made up of former Sisense employees and customers. We are a Sisense Gold Implementation Partner and Snowflake Select Partner

      Mia Isaacson
      Mia IsaacsonPosted 3 months ago
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      Driving sales and cutting losses: How MPP uses Sisense for smarter decisions

                                               

      In my previous blog , I shared how MPP’s adoption of Sisense transformed our reporting processes, bringing clarity and consistency to our data. In this post, I’ll dive into the types of decisions that Sisense reporting helps us make and how it supports our mission to foster trust and transparency with our dealership partners. Driving Insights into Key Areas Sisense has become an indispensable tool for us, especially in two critical areas: production and claims processing . Here's how: 1. Production Metrics: Empowering Sales Conversations Sisense helps us analyze the contracts dealerships are selling—breaking down details such as contract types, durations, and coverage levels. Using this information, dealerships can compare their performance to their peer groups. For example: Peer Comparisons : Dealers can see how their F&I (Finance and Insurance) departments stack up against similar dealerships. Identifying Opportunities : If one dealership is finding more success selling contracts or specific coverage types, Sisense reporting can spark conversations about best practices and ways to improve sales performance. By providing this level of visibility, Sisense can foster collaboration among dealerships and help them refine their strategies to increase overall production. 2. Claims Processing: Uncovering Hidden Issues Another powerful way we leverage Sisense is by giving dealerships the tools to examine their loss ratios by product. Dealerships can see exactly where their spend is occurring and compare their costs to their peer groups. For instance: A dealership in one state might notice it spends 20% more on air conditioning repairs than its peers in the region. Sisense helps pinpoint this anomaly, allowing the dealership to investigate further.  Perhaps their peers have identified a lower cost supplier of parts, or a less time-intensive method of performing repairs.  There can be several drivers, but the conversation starts with the analysis from Sisense. Beyond Numbers: Strengthening Relationships At MPP, our approach to warranties is different. While some warranty companies focus solely on minimizing claims payouts, we believe our long-term success is due to the relationships we’ve developed over the years with our dealerships and customers. Our goal is to: Deliver a positive customer experience : When a customer has a good experience with their warranty, they’re more likely to return to the dealership for future service and purchases. Support dealerships in building loyalty : By paying all covered claims, we help dealerships build and maintain trust with their customers. Sisense plays a crucial role in this process. It allows us to identify best practices across all of our dealership clients, while also helping those dealerships maintain transparency and improve their operations. The Bottom Line Sisense isn’t just a reporting tool for us; it’s a decision-making platform. From identifying opportunities to improve contract sales to optimizing dealership and customer experiences, Sisense gives MPP and our dealership partners the insights we need to succeed. In a world where trust and transparency are key, Sisense helps us build stronger relationships with our partners and deliver better outcomes for everyone involved. 

      tmcgill2023
      tmcgill2023Posted 1 year ago
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      Empowering women in tech: A q&a with Aysha, CIO & CISO of Treasure Data

               

      At Sisense, we celebrate the women who are redefining leadership in technology and paving the way for a more inclusive future. As part of our  Inspiring Women in Tech (IWM) series , we had the privilege of speaking with Aysha, CIO & CISO of Treasure Data , about her journey, leadership philosophy, and how embracing authenticity has shaped her success. In this conversation, Aysha shares how she blends intuition with execution, why leadership is about building bridges rather than breaking barriers, and how she empowers others to bring their whole selves to innovation. Her insights challenge conventional leadership narratives and offer an inspiring perspective on how we can all contribute to a more balanced, purpose-driven tech industry. Let’s dive in! Jackie Pacheco:  As a woman leader in the tech industry, what inspired you to pursue this path, and what has been your biggest learning along the way? Aysha Khan: My journey into tech wasn't primarily motivated by the industry itself, but by an inner calling to create meaningful impact. I was attracted to the potential technology has to transform how we live and connect with one another. What kept me in this field was discovering how my integrated approach—combining feminine intuition with masculine implementation—could provide a unique perspective on innovation. I learned that true power comes from within, rather than from external validation. When I operate from my centered and aligned self, my work gains depth and resonance because it flows from purpose rather than obligation. This integration of my complete self—honoring both intuitive vision and decisive execution—has become my greatest strength in navigating the tech landscape. Jackie Pacheco:   What advice would you give to other women looking to grow in leadership roles, especially in the data and technology space? Aysha Khan:   Embrace your whole self as your greatest strength. Don't compartmentalize your gifts or try to conform to a predetermined leadership mold.  Don’t wait for permission to lead. See challenges as opportunities, tackle them with confidence, and let your impact speak for itself. The respect you earn through creation is more powerful than any approval you might seek. Your place at the table is defined by the value you create, not by external validation. Leadership isn't about breaking glass ceilings; it's about building bridges—connecting diverse perspectives and ensuring that technology serves our highest human potential. Jackie Pacheco:    How has your experience at Treasure Data shaped your perspective on leadership, and how do you empower others within your organization? Aysha Khan:  My experience at Treasure Data has strengthened my belief that leadership involves helping others recognize and realize their potential. Instead of focusing on proving myself in a male-dominated field, I dedicate my energy to creating an environment where everyone can bring their whole, integrated selves to the process of innovation.  I believe in building bridges rather than highlighting divisions. I focus on helping team members identify their unique strengths and align them with meaningful work. When individuals operate from a centered and aligned state, they naturally contribute their best work. My leadership approach emphasizes expanding possibilities rather than competing for limited resources. I believe that our collective future relies on innovation that emerges from the sacred balance of energies within each person, regardless of gender. When we align with our authentic purpose and activate our complete nature, we don’t just fulfill roles—we help reimagine the future of our organization and the technology we create. Aysha’s journey is a testament to the power of authenticity, purpose-driven leadership, and embracing one’s unique strengths. As we continue to celebrate women in tech, we want to hear from you! If you’re a woman or identify as a woman in the tech industry, we invite you to share your experiences, insights, and advice in a blog post or Q&A session. Your story could inspire the next generation of leaders and help build a more inclusive, innovative community. Interested in contributing? Reach out to us—we’d love to feature your voice!

      jpacheco
      jpachecoPosted 1 year ago
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      How customization features in Sisense improved dashboard adoption.

                                               

      How customization features in Sisense improved dashboard adoption. As a B2B organization, we have clients in many industries, which makes creating a ‘standard’ dashboard and reporting set extremely difficult. However, each client ultimately wants the answer to the same question: Where are my opportunities to grow my revenue? With that in mind, the analytics team began gathering information on primary KPIs that would be applicable for monitoring client performance across all the portfolios and would also be valuable for both internal TreviPay executives and external client leadership to monitor and Account Managers to action. A simple task, right? The Analytics team has been iterating on a series of dashboards now generally referred to as the Program Health dashboards. Using Blox, dashboard and widget scripting, jump to and accordion dashboards, and tabber we have been able to highly customize these dashboards. This dashboard series has been very iterative. With each piece of the dashboard being constructed with input from a multitude of stakeholders with different use cases it needed to be possible for users to have different experiences on a single dashboard. The team was able to implement dashboard scripting and Row Level Security to allow different users to have a different experience when accessing the dashboard by hiding or displaying certain widgets or filters. Each dashboard is equipped with a “Dashboard Help” button that provides general information on the purpose of the dashboard and what a user should expect to find. The team is also meticulous about populating the info bubble in each of the widgets to provide an overview of what the widget is telling them so there is no room for misinterpretation. The primary ‘landing’ dashboard provides a high-level overview and easy navigation to any of the sub-dashboards linked in as JTDs, symbolized by an underlined title and JTD icon. The primary dashboard passes along any applicable filtering applied to the primary dashboard which has been a huge perk for stakeholders. [ALT Text: Screenshot of a dashboard overview displaying key metrics, including "Years Active" as 6, "YTD Volume & Growth" of $3,496,453,683, and various performance statistics such as "Pre. Anomaly Rank" at 57.3%, "Active vs. New Purchases Last 12 Months" at 16.67%, and "Active Credit Customers" at 20.97%. The section also includes credit exposure and approval rates.] **Built from test data, this screenshot depicts how TreviPay is using BloX, JTDs, and Tabber to isolate and display high-level data valuable for monitoring performance. With the consistency the program health series provides, we have had greater user adoption of the tool as users are more excited about utilizing something that has consistency in the look, feel, and functionality. Utilizing BloX can be challenging. Part of the process for putting this series of dashboards together was learning the skills needed to use the BloX feature and dashboard and widget scripting. There was a lot of great content in the Sisense community that helped us along in this journey.

      cmdaniels
      cmdanielsPosted 1 year ago
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      TreviPay’s Best Practice Journey

                                               

      TreviPay’s Best Practice Journey TreviPay introduced Sisense internally in 2017, shortly after they began constructing a data warehouse. At that time the data warehouse team was composed of a Database Engineer, Principal Architect, and Data Engineers who were also responsible for creating ElastiCubes and building data models in Sisense among many other things. When Sisense was initially introduced the primary focus was to help the financial team consolidate information for financial reporting.  Then, there was a company drive to expand reporting for Customer Support and Client Accounts Receivable teams, and now nearly every internal department at TreviPay and many of our clientele access content in Sisense. Let me shift gears and provide a bit more context into our setup so the remainder of the story makes sense. TreviPay uses the Sisense on-prem solution. We are, and have always been, a single node cluster with two environments, development (dev) and production (prod). Our development environment connects to an instance of our data warehouse that is an exact replica of production with some limiters in place. We set up the replica environment to allow better testing and one-off ad-hoc support in our lower Sisense environment. Now, back to the beginning, as demand for data grew and the designer count expanded things quickly spiraled out of control. Designers were only building content in production, designers using the same datasets would get vastly different results, and content was being shared with anyone who had access without any kind of review. Yikes. Fast forward to 2021 where TreviPay formally introduces a Data & Analytics (D&A) team into the organization. Now there is a Data and Analytics manager, data engineers, architects, and analysts on the team with a Product Manager to guide them. However, the damage has already been done. This team is now faced with rebuilding the reputation of data integrity in the data warehouse. The rebuild is set in motion. This was obviously going to be a multi-step process. The first step was to determine how this newly founded D&A team was going to operate. The team set a path to consistently source and manage stakeholder requests and outlined a development process using agile methodology and tools. Next, designers throughout the organization needed to be trained on best practices for building and distributing content. This focused heavily on driving designers to start building in the development environment instead of going straight into production and following a few simple design guidelines. For this, the D&A team put together training documentation using SharePoint for best practices they wanted other designers to follow. Then, there needed to be consolidation and clean-up of fields available in multiple data sets within each model.  One of the most difficult challenges to overcome was helping designers understand the structure of the data models since they could not see them without higher licensing privileges. The D&A team chose to reconstruct a visual of the model using excel to depict the joins. After that came the clean-up of old or unused dashboards in production. Using the REST APIs, we pulled together reports on dashboards including when they were last accessed, who owns them, who they are shared with, and which ElastiCube(s) they are using. We established a base set of rules to identify dashboards we wanted to eliminate and began purging. The dashboards that remained were then divvied up by the owner or owning department. The desired outcome of this step was to eliminate any duplicative dashboards and review everything for accuracy. As you can imagine, this was a very long process.  The team worked with the dashboard owners to understand the purpose behind each of their remaining dashboards and determine whether they were still relevant. Each remaining dashboard underwent testing and review by the D&A team to ensure the dashboard was reporting the proper data as the designer had intended. Fast forward to the end of 2024 when I am writing this blog, the D&A team has only grown by one individual throughout this time and process, adding another analyst to the team. Trust in the data available from the data warehouse has been restored and the team is operating more efficiently than ever. The D&A team has become the centralized reporting hub streamlining dashboards and reporting while supporting other analysts in their development and data questions. What seemed a daunting task has been achieved and TreviPay is better off for it.

      cmdaniels
      cmdanielsPosted 1 year ago
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      Driving sales and cutting losses: how MPP uses Sisense for smarter decisions

                                               

      Driving sales and cutting losses: how MPP uses Sisense for smarter decisions How MPP Revamped Reporting with Sisense Back in 2018, we at MPP were on a mission to find the right BI (business intelligence) software to streamline our reporting processes. After evaluating several platforms, Sisense stood out with its intuitive user interface and powerful capabilities. At the time, our plan was to roll it out to members of our finance and IT teams. Fast forward to today, Sisense has become an integral tool to our management team, while being managed by a single person—proof that we made the right choice in selecting a tool that was simple and highly efficient. A Quick Introduction to MPP At MPP, we specialize in writing vehicle service contracts and other products often paired with vehicle purchases. We work closely with over 100 dealerships. As you can imagine, this creates a vast amount of data to manage and analyze. Before Sisense, we relied heavily on Excel to aggregate and present this data to our dealership partners. But there was a significant challenge: The Challenge: Data Inconsistency Prior to adopting Sisense, we had a number of internal reports being generated in Excel by various departments, each of which used slightly different calculations and numbers. This lack of consistency meant dealerships often received conflicting information. From our perspective, this was a major problem. If we couldn’t confidently say which numbers were correct, how could we expect dealerships to trust our reports? It was clear we needed a single source of truth—a centralized system where all numbers tied back to reliable, granular data. Why Sisense? We knew that controlling our reporting processes required a tool that provided both flexibility and precision. Sisense offered exactly that. It allowed us to take the granular financial data we use internally, load it into a centralized platform, and create dashboards with parameters that cater to different dealership needs. How Sisense Transformed Our Reporting With Sisense, we achieved several critical improvements: Centralized Data Management : All data utilized for dealer reporting is now housed in one platform, eliminating discrepancies between reports. Customizable Dashboards : Dealerships can view metrics tailored to their needs. Whether they want to analyze loss ratios, claims data, or other KPIs, Sisense provides the flexibility to dig into the details. Enhanced Trust and Transparency : By enabling dealerships to drill down into the exact contracts, claims, or transactions behind the numbers, Sisense has increased confidence in the accuracy of our reporting. The Results With Sisense, we've streamlined our reporting processes and strengthened our relationships with dealerships by providing clear, consistent, and trustworthy data. It’s been a game-changer for MPP, allowing us to focus on what we do best—supporting our partners and delivering value through innovative products and processes. For anyone considering a BI platform, we highly recommend Sisense, especially if simplicity, flexibility, and reliability are priorities. As someone managing the building of data platforms and informational dashboards being used across our organization, I can confidently say that Sisense has exceeded our expectations. Check out MPP here:  https://www.mpp.com/!

      tmcgill2023
      tmcgill2023Posted 1 year ago • Last reply 1 year ago
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      How Bluefield Research transformed water market insights with Sisense

                                       

      How Bluefield Research transformed water market insights with Sisense At Bluefield Research, we specialize in providing water market data and insights. Historically, we relied on disparate Excel spreadsheets to deliver data to our clients – sharing the spreadsheets directly from our website. This approach presented several challenges regarding security, visualization capabilities, and user-friendliness. To address these issues, we explored several data visualization platforms, Ultimately we chose Sisense for its robust support system, which has proven invaluable in implementing and refining our platform. This decision has transformed how we deliver value to our clients. The introduction of our Sisense-powered platform, Data Navigator , has significantly enhanced our Corporate Subscription offerings, driving renewals and providing clients with easy access to actionable water market insights. Today, our platform hosts 75 dashboards covering a broad spectrum of relevant water industry topics, including company strategies, infrastructure projects and funding, market drivers, indicators, and forecasts, as well as utility systems and water-intensive industrial facilities. [Dashboard displaying U.S. and Canada industrial water forecasts (2024-2030) with charts on OPEX, CAPEX, forecast value, and a map of expenditure by state or province.] One of the biggest challenges in the water industry is the access and fragmentation of data (the wastewater industry has even more data challenges). At Bluefield, we use a combination of proprietary methodologies, internal datasets, and third-party data (i.e. the U.S. Environmental Protection Agency)  to create cohesive and reliable insights. Our goal is to be the go-to source for water industry data, providing the strategic insights our clients need to support their water market strategies. Expanding Capabilities with Custom Dashboards and New Data This year, we took our data platform to the next level. We introduced custom data dashboards, tailored to specific client needs combining their product data with our municipal and industrial water industry projections to help drive their internal strategic planning processes. We’ve also expanded our platform to include data on macroeconomic indicators (i.e. new housing developments, material prices, storm events) that are not specific to water, but directly influence the water sector.  We have also added data on the Utility workforce in the U.S. and Europe which is a critical challenge as the water industry faces a "silver tsunami" of retirements.  Broader Reach and Enhanced Analysis Sisense has also helped us reach new contacts. While we continue to serve C-suite executives (CEOs, CMOs, and CFOs) our platform now also supports business development and marketing teams who leverage our data on utility capital improvement plans to help them identify opportunities on a project, utility, and state level. Additionally, Sisense has streamlined our internal processes, empowering our analysts to uncover insights without relying on cumbersome pivot tables. Historically, the water industry has struggled to provide meaningful and accessible data. Sisense has helped us overcome this barrier, enabling us to deliver detailed, actionable insights that resonate with our clients. With growing interest in our platform, we’re committed to adding new datasets, making meaningful connections between our data sets, and identifying even better ways that we can support our clients. At Bluefield Research , we are proud to lead the way in making water market data accessible, insightful, and actionable and we thank Sisense for their support along this journey. [Headshot of Steph with short dark hair wearing a plaid shirt, smiling at the camera] Steph Aldock has an extensive background in leading B2B marketing for market research and insight firms. She has over 20 years of experience driving go-to-market strategy across the water, energy, chemical, and technology industries. Prior to Bluefield, Steph served as product marketing director at IHS, leading their platform strategy across industry verticals. Before that, she led all marketing for Emerging Energy Research, a leading market research firm in the renewable energy space. She also worked in Communications and Policy for the Edison Electric Institute in Washington, DC. Steph has a BA in History and Political Science from Macalester College and a Masters in Communications from Johns Hopkins University.

      saldock
      saldockPosted 1 year ago
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      Leveling up analytics: From home-grown solution to Sisense

                                                                       

      Background: BigTinCan, a SaaS-based enterprise sales enablement solution developed by a small team in Minneapolis, originally used an in-house developed data visualization system. This system was based on popular open-source graphing libraries and initially met the needs of their customers. However, as the demand for more features such as additional dashboards, reports, automatic subscriptions, and filters grew, the engineering team found itself overwhelmed. The diverse needs of their customers created a never-ending roadmap of feature requests, prompting the team to evaluate commercially available data visualization products. Evaluation and Decision: BigTinCan conducted proofs of concept with two leading data visualization tools: Sisense and Amazon Quicksight. Sisense stood out due to its comprehensive support and deep engagement with BigTinCan, allowing for a quicker implementation and customization process. In contrast, Quicksight, while more cost-effective, required BigTinCan to manage the implementation on its own and offered a user experience that was not markedly better than their existing solution. Sisense’s team provided direct access to engineering resources, which proved invaluable in addressing challenges and integrating feedback. Implementation Challenges and Solutions: During the proof of concept, BigTinCan faced several challenges in aligning Sisense’s user interface with its existing in-house solution. Maintaining a consistent look and feel was crucial for minimizing change management for their customers. With Sisense’s support, BigTinCan was able to overcome these hurdles through the use of specific plugins and customization techniques: Sticky Filters Plugin: User feedback revealed frustration with the need to re-select date ranges on every dashboard. Sisense's Sticky Filters plugin allowed filters to persist across dashboards, greatly enhancing the user experience. Custom Widget Layouts: To address the issue of UI controls not matching the previous layout, Sisense’s team helped BigTinCan customize the widget layout, ensuring the controls for downloading detailed reports remained in their familiar positions. Outcomes: Migrating to Sisense proved transformative for BigTinCan, delivering several key benefits: Support escalations around analytics dropped 90%: Sisense’s intuitive interface and self-service capabilities empowered users to find answers independently, significantly decreasing the support team’s workload. Empowerment of business users: The user-friendly drag-and-drop interface enabled business teams to create and deploy custom dashboards tailored to specific customer needs, fostering data-driven decision-making across the organization. Reallocation in engineering headcount: By transitioning away from maintaining an in-house solution, BigTinCan was able to reallocate engineering resources from analytics development to core product development, reducing the headcount from two to zero. Over 4k customer report subscriptions, resulting in a 350% increase in usage: Sisense’s automated reporting and distribution features facilitated the delivery of timely and relevant insights to customers, eliminating the need for manual report generation. Conclusion: The switch from an in-house analytics solution to Sisense was a pivotal move for BigTinCan. It not only addressed immediate challenges related to scalability and customer demands but also delivered significant long-term benefits. The reduction in support escalations, empowerment of business users, optimized use of engineering resources, and enhanced reporting capabilities underscore the value of a well-implemented enterprise analytics platform. Sisense’s expert guidance throughout the implementation process was crucial in ensuring a smooth transition and maximizing the platform’s potential for BigTinCan. You can read more about how BigTinCan leveraged Sisense-embedded dashboards to level up their analytics game with customers.  Sisense assistance helped smooth the process and deliver value sooner in my previous blog.

      solson
      solsonPosted 1 year ago
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      Improvise, adapt, overcome! How to increase the adoption and user satisfaction of dashboards

                                                               

      Let's start at the beginning... We have been using Sisense for over 6 years now. We started on a Windows deployment and have since migrated to the Linux version of Sisense. In those six years, we have encountered all types of users; The Know-It-All Novice They claim to have extensive knowledge about data but often misinterpret basic concepts. The Excel Enthusiast Believes that Excel is the ultimate tool for any data-related task The Chart Junkie Loves creating charts and graphs, regardless of their relevance or accuracy The Privacy Paranoid They're extremely concerned about data privacy to the point of absurdity. The Data-Driven Dreamer Has grand visions of data transforming the world, but lacks practical skills to implement anything. The Expert Fact-checker Compares all results with their analysis and submits support tickets on why the results are not the same Although this is meant as satire, I think we all recognize either ourselves or someone else in these personas. We have at least met them all in the last six years, and every interaction with these users made one thing clear for us: dashboards (and in extension widgets) need to be easy to understand free of confusion  clean and concise well documented simple to use With the ease of use of Sisense, in terms of creating a dashboard, we should be vigilant not to turn into a Dashboard Diva  (Obsessed with creating dashboards for every possible metric, regardless of their importance). Spending time on a dashboard can make us blind to the actual understandability of a dashboard. Things that can be very logical and clear for us (... it is obvious that X, Y, and Z are like this) might be illogical and complex for regular users or even other designers. Our end-users are primarily doctors, nurses, and other types of practitioners. So, not necessarily data power users.  For this reason, we are always looking for ways to improve the 'readability' of a dashboard. It starts with simple questions such as; Does every dashboard have a title? Does every widget have a concise title and description? Is the color usage the same between charts? Is there a general description explaining the dashboard (we do it with a video)? Are all relevant filters available? Do we apply the dashboard pyramid (KPIs on top, tables at the bottom)? No more than 9 widgets? Although these are a good set to start with, it does not always result in a 100% score on readability. This led us to continuously look for improvements in the dashboards and their widgets. Extending widgets and improving adoption As mentioned before. We are continuously looking for ways to improve the readability of our dashboards and widgets. On the one hand, we get valuable insights from this community, and on the other hand, we check in regularly with our end-users to validate dashboards, widgets, and assumptions.  Filters The filters are not intuitive for everyone. Often, users will collapse the filter field, not knowing how to restore it and get lost or frustrated because they cannot filter on their parameters.  We first started out with using Blox to create widgets that look like filters. A good example of this is given by Harik on  Blox Filter  . It is a easy way (once you know how) to create all kinds of widgets that users can use to filter. The only downside is the customization options and the limitations of Blox. We looked around and stumbled upon the Advanced Filters Plugin by Paldi. It supports single and multi-select, date-range (with a calendar), filter dependency, easy Excel-like search, and the ability to create filter presets. Our users have been ecstatic about this feature, especially in combination with Filter Bookmarks . Which also makes it possible for designers to create preset filters that end-users can select and use Widget filters When we noticed the uptake in dashboard adoption due to easier filter usage, we wanted to further integrate this into the dashboard, especially by applying this to widgets. Again, thanks to Harik, we found scripts that can be applied to widgets to either create filter buttons and dropdowns on a widget level. This works very nicely and gives the end-user the ability to change the insight of a chart. For us, it made it possible to see the average treatment hours per discipline per diagnosis, either for all diagnoses or for a specific one. Without the need to filter all the data in the dashboard. The downside is that applying code is tedious, especially if you want to apply it to multiple widgets. Plus, not every designer feels comfortable doing this (and also, it is prone to error when configuring it) Fortunately Paldi's Advanced Filter widget does not only allow to create filters on a dashboard level, but also apply it to specific widgets. Now our designers are applying this to almost every dashboard. Simply selecting widgets and setting filters and they are done and ready to go. Dynamic Widgets Creating a concise dashboard can be a challenging task, especially when there are a lot of insights that are related to one another. Before you know it, there are 5 similar widgets, each altered a little. To combat this, we have been diving into the ability to change dimensions and measurements in widgets. Similar to the previous example, we did this with Blox or JavaScript. There is a nice community post to create a dimension switcher in Blox ( https://community.sisense.com/t5/knowledge/using-blox-to-dynamically-change-a-dimension/ta-p/8701 ). This one is on a dashboard level and can even be used to change dimensions in multiple widgets ( we use this in one of our product dashboards).  If you are looking for a way to only change it on a widget level, then this  post can be of assistance. Eventually, we migrated away from code and are using a plugin called Widget Toolbar, which gives us the ability to, without any code, set per widget(s) the changeable dimensions, measurements, breakdowns, and chart types. Due to the ease of use, our designers are implementing it in almost every dashboard. Here is a link to the plugin Dynamic Values There are use-cases where a value is dynamic and cannot really be captured in a database (unless your application has the ability to capture this information). For us it came down to changing ward-capacity and the ability to dynamically calculate products based on current registrations plus additional input (admission days and treatment hours).  We started with a Blox widget that made it possible to let users dynamically input values that can be used in other widgets. A link to the how-to can be found here: https://community.sisense.com/t5/knowledge/input-parameters-using-blox-for-what-if-analysis/ta-p/18374 . Again, it was a code-intensive solution which was not suited for our designers, plus the values that were inputted were not saved when the page was refreshed. So we found our solution in a  Paldi Plugin called Input Parameters , which allowed us to easily add a widget with the amount of input parameters we needed within seconds. Afterward, we could easily use placeholders in our formulas and let them do the rest. A very nice addition is that the inputs are persistent (optional). So when a user came back a week later, the same inputs were still there 🙂 To be continued... I can write and share even more great additions that we have implemented, perhaps this is interesting for a different post, as this one is already becoming quite extensive 🙂 Let me close off by saying the following things: If you need another set of eyes to look at your challenge, feel free to reach out. Happy to help The power of Sisense i, among other things, is the connectability via JavaScript and APIs. We have created so many extensions, such as creating Word documents on elasticube/Dashboard Datavia Blox. We are happy to share how we are doing this for the interested Sisense-ers. Because there are so many scripts available fhich it can be difficult to find them,.I have created a post to aggregate all widget scripts so it will be easy to find.  Some of the above-mentioned plugins are premium plugins offered by Ravid_PaldiTeam​ It might not be an option for all, however, they also offer great free plugins that I also recommend: Advanced Jump To Dashboard --> JtD without any scripts/coding Advanced Text Widget --> Similar to Smart Label/Blox but easier. Advanced Tabber --> Widget tabber without any scripts/coding   Indicator Card   --> Combine the indicator and charts into one   Advanced Tooltip --> Add additional information to a chart   Folder Organizer --> Organize all folders and dashboards easily   Default PDF Options --> Set default PDF options without the need to configure this in every dashboard   Share Dashboard View --> Share a dashboard URL with filters. As an OEM, we support a lot of our customers, and this makes it very easy to get their view right away   Avoid Over Filtering --> A handy plugin we use for our benchmark dashboards, peer group stays above a certain threshold  

      HamzaJ
      HamzaJPosted 1 year ago • Last reply 1 year ago
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