Self-Service Analysis | Real Business Intelligence

The Survey Says…

I am not enamored of technology surveys that touch on why projects fail or which technology initiatives must be a priority for the coming year. In their broad stroke approach, one can seldom find impetus to take a specific path. Each business or department has to do what makes sense for them. Projects are not the problem, it is the technology those projects are saddled with that usually bear most of the blame. The fact that these technology surveys are underwritten by large tech vendors trying to sell something not-with-standing,  I prefer to glance at them for the truths one can glean from them.  I saw one recently that rang particularly true, from the IT perspective. Collectively, they ascertained that BI projects often fail for lack of clarity. The trouble with implementing BI they say is that the users scream like banshees and expect the IT staff to exhibit telepathic powers in discerning their specifications. While humorous, and perhaps too close to home for some of us, it tells you something about finding the right mix of technology and autonomy when dealing with something as personal as data discovery. This isn’t a story about unreasonable   business people, or lazy IT staff. It is about the power of Self-Service Analysis.

Save time, save money. Save Charts the Way You Want them.

Historically, BI and reporting projects have suffered under the 90-10 rule, which follows that 90% of the effort is spent adjusting to the specifications of the key stakeholder, which only accounts for 10% of the budget.  Self-Service Analysis, in the form of iCHARTER, does away with this issue entirely. We realize that everyone may have a different vantage point. So, we made it as easy as the click of the mouse to save and name charts in your own likeness, without inconveniencing anyone else.  Cloning charts with iCHARTER has helped our customers remain autonomous, and removed IT from the hair-pulling and finger-pointing.  It’s just the right way to do it.

Introducing Simplicity

Sales Pipeline


Consider a team-based chart like the Sales Pipeline. While very useful in   summary, it does not specifically address how a Sales Rep is doing with regard to a particular family of products.





In order to get that information, we drill down a bit further, selecting the ‘Hardware’ category. The chart and report both adjust instantly to reflect the new filter.



Hardware Pipeline






Quick Links Menu



By clicking in the Quick Links drop down, and selecting ‘Clone this Chart’, you can create a separate version for your eyes only.

Then name the new chart, and finish with any other filters or settings you want to use.

Name the Clone

Finish off with a new chart type, isolate on the specific sales person for whom it is named.

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