Embedded Analytics
Analytics embedded directly in business applications instead of a separate BI tool.
We embed Power BI reports and metrics directly into business applications such as CRM, customer portals or MES frontends. Users see relevant analytics in their working context without switching systems.
- More users see analytics as part of their normal workflow.
- Less time lost switching between systems.
- Higher acceptance of existing BI investments.
higher usage of analytics
switches between application and BI tool
support requests about metrics
for work and analysis
The benefit mainly shows up as higher adoption of existing analytics in daily work.
- 01
Use-case selection
We identify applications where analytics would add the most value.
- 02
Technical feasibility
We assess the embedding options of the respective business application.
- 03
Integrate report
Selected Power BI reports are embedded directly into the application.
- 04
Align permissions
Access rights of the business application and the analytics are synchronized.
- 05
Expansion
Further applications are connected after a successful pilot.
Steps
Data sources
Stakeholders
From first data access to production – every step delivers a tangible interim result.
Existing Power BI reports
Certified reports from the existing self-service BI portfolio.
Application data
Context and user data from CRM, portal or MES frontend.
Permission data
Roles and access rights of the respective business application.
KPI definitions
Central definitions from the KPI framework.
Usage data
Click and usage statistics to measure success.
Customer data
Customer-specific metrics when embedded in customer portals.
Business departments
See relevant metrics directly in the application they use.
IT
Maintains one integration instead of several parallel interfaces.
Customers
Get their own analyses directly in the customer portal.
Executive management
Sees higher usage of existing BI investments.
More users see analytics as part of their normal workflow.
Less time lost switching between systems.
Higher acceptance of existing BI investments.
Customers get their own analytics in the customer portal.
Consistent metrics across all applications.
With a solid data foundation this use case gets faster, cheaper and far more stable.
A central BI platform provides reports ready for embedding.
Unified access control prevents security gaps.
APIs allow flexible embedding into different applications.
Central KPI definitions ensure consistency everywhere.
Self-service BI
Successful self-service reports become candidates for embedding.
KPI framework
Embedded analytics use the same certified definitions.
Sales analytics
Sales metrics become visible directly in the CRM instead of a separate tool.
Management Cockpits
Revenue, margin and cash at a glance – updated daily instead of once a month.
Finance & Controlling Reporting
Month-end close and cost-center reports without an Excel marathon at the start of the month.
Sales & CRM Analytics
Make pipeline, forecast and customer potential visible instead of guessing in the CRM.