Self-service BI

What is Self-service BI? Information you need to know about Self-service BI 2022

Today, the amount of data collected by businesses is constantly increasing. Therefore, the need for business leaders to turn raw data into insights is growing. But as data continues to evolve over time, more and more people in an organization need access to data, so they can be more productive and productive. And this is the heart of self-service BI .

In this article, we will explain what is self-service BI, compare traditional BI and self-service BI, list the main benefits and tools that BI solution must have to have can generate business performance.

1. What is Self-service BI?

Self-service BI is a term that describes a process, tool, and software that allows users to independently analyze large amounts of business data and build dashboards. Honestly, data isn’t easy to understand or even interesting to everyone, but self-service BI allows everyone in the same organization to create custom dashboards without relying on experts. IT and data analytics specialist.

Ultimately, self-service BI is a win-win situation for everyone. Users get the data they require when they need it, allowing users to be more productive and IT teams can focus on their product development tasks, delivering multiple benefits to businesses and organizations. office in general.

2. Traditional BI and self-service BI

Traditional BI usually involves the process of taking data and transforming it into a resource that can be used to make intelligent business decisions. If self-services BI allows users to turn data insights into resources, traditional BI operations are owned by IT teams or BI industry experts.

This means that when users need specific reports or dashboards, they have to submit a custom dashboard or data report request and wait for the IT team or BI specialist to provide the data, which can take from minutes to days. As you might have speculated, this inefficient process will cause employee frustration and delays in providing needed information to the parties.

Self-services BI tools provide an intuitive user interface that makes interacting with data more accessible even for those without technical knowledge. This tool allows everyone in the organization to easily access and analyze data, and generate reports with useful insights that anyone can understand.

Self Service BiTraditional BI and self-service BI

3. Benefits of self-services BI

As stated in Dresner Advisory Services’ 2020 Self-service BI Market Research report, self-service BI is considered the 6th most important factor among all technology strategies and initiatives in the industry. BI and is essential to today’s businesses.

Some of the benefits for businesses include:

Improved decision making

BI’s primary mission is to help organizations streamline their business by connecting people with the data they need to make critical decisions. With self-service BI, users do not need to waste time analyzing spreadsheets to find the data they need and make decisions based on this, but instead have more time. to focus on decision making. Self-service BI dashboards, reports, and visualizations bring ease and efficiency to decision-making and make better, smarter, and most importantly, data-driven decisions. trust.

Leverage useful insights

Everyone in the organization, in every department, can easily access and analyze key data. Marketers can analyze customer data to better understand their needs. Human resources can analyze data to improve the workplace or enhance the hiring process. CFOs and financial managers can build and share meaningful financial reports instantly with self-service BI.

With the help of self-service BI tools, users can visualize the data they need and understand what those numbers mean. Leveraging actionable insights makes it easier for teams to know how to make better use of data and improve productivity flows, and makes the transition from insight to action seamless.

Promote cooperation

Self-service BI tools not only provide useful insights, but also foster collaboration and generate discussions between different groups in the organization. You need to share dashboards with team members and projects at the organizational level so everyone has access to the same database to make decisions.

Collaboration allows teams to share thoughts and ideas, allowing members to invest more in the projects they are working on as they can see their contribution. It is this situation that helps businesses build stronger teams – which is extremely important to the success of any business. In addition, issues will be resolved more easily and quickly as more and more different team members can see and express their views.

Self Service Bi 1Promote cooperation

Simplify daily workflow

When self-service BI is implemented, everyone in the team can easily collaborate in a smooth manner. Analyzing and understanding data is an important part of everyday tasks. However, with the help of a job management platform, you won’t need to worry about this as it is now possible to create a job in just a few seconds, while ensuring that you won’t miss any. What is important to deal with?

The only reliable source

In contrast to spreadsheets that often stand out for nothing but complexity and delay, self-service BI data flows are unique and consistent. Because self-service BI data is constantly updated, decision makers have access to a single Source of Trust.

This is important because it gives decision makers the right data at the right time, reduces time spent determining which data is correct, and improves business knowledge.

Moreover, this tool helps businesses create a transparent working environment and enables a single and unified flow of information. You no longer need to spend time in team update meetings or micromanaging tasks, but instead focus on spending more time as a mentor and leader. thinking about business.

Competitive advantage

While competitors aren’t leveraging Self-service BI and are still trying to figure out how to analyze data and wait for reports, your business can already act on insights into your key data. business easily with self-service BI.

4. How to set up a Self-Service BI strategy?

To implement Self-Service BI successfully, you need to have a good strategy. Here are some tips on how to set up an effective Self-Service BI strategy to accelerate your organization’s workflow, but keep in mind that every business will require a uniquely designed strategy.

Easy to use

First of all, you should look for an easy-to-use Self-Service BI solution. Remember, the purpose of Self-Service BI is for people who don’t have the technical knowledge and experience to work with data. Therefore, Self-Service BI should be user-friendly and provide an intuitive interface.

Establish roles and responsibilities

Setting roles and responsibilities for different users is also one of Self-Service BI best practices. It is up to you to decide which users will have access to your BI solution, what data they can see, what actions they can take, and what functions they will be able to use. .

Help in user support

Similar to any new software, users need some time to get used to, how it works and special features. With this in mind, you may want to consider developing some introductory and training materials for your team. This will be very helpful for your team members who are new to the topic of analytics.

The Lost ManUser Support

Monitor usage and adjust as necessary

It is important to monitor the user’s BI usage. While some departments can be used successfully, others may not. Monitor that and adjust if needed.

Empower employees to tell stories with data

If the data is confusing and inconclusive, no one can act and therefore nothing will change. That’s why data-driven storytelling is so powerful. This technique allows users to use the insights provided by their BI tools to tell stories so others can understand what the data is telling us.

Mobile device problem

BI is all about leveraging the right data at the right time to make decisions. Today, that means users can access data at any time and from any location, relative to the use of a mobile device. A mobile BI solution is an absolute must-have if you want you and your users to always have company insights at your fingertips. It also increases productivity, speeds up decision-making, and puts you ahead of your competition.

5. Self-Service Tools BI

To take full advantage of the benefits we mentioned earlier, we list several Self-service BI tools as we explore different solutions and what will work best for your unique needs. organization:


Modern BI software allows users to seamlessly connect to a variety of data sources and then combine these data into one place for comprehensive analysis. Possible data sources include Azure Synapse, Google BigQuery, Box, Sharepoint, Google Drive, One Drive, Microsoft Analysis Services, Microsoft SQL Server, CRM, and many more. Some embedded analytics platforms also offer a feature called “in-memory data sources”, which allows users to connect directly to data sources that the software does not support.

Intuitive interface

Professional Self-service BI tools will ensure that users can easily select data fields from tables in the data source. Then simply drag and drop into separate sections and instantly build beautiful and intuitive data.

Sample Dashboard

Dashboards are analytical tools that visually display data patterns for analysis, presentation, and easy understanding. Dashboards can include graphs or pie charts, column or line charts, scatter charts, color maps, or any other type of visual data presentation. Some of their key features include drag and drop capabilities, data merge features, and direct database connections.

Integrated productivity flow

Another issue you should look for is the ability to integrate all the apps your team already uses in one place. By connecting your apps, you ensure uninterrupted workflow – automatically get tasks, conversations, projects in one place.

Link information and documents between departments together, coordinate and collaborate with teammates in a harmonious way. Go beyond data analysis by preparing a full BI tool plus project management, content integration, goals and strategy. From there you will easily create outstanding results to grow your business.

Leave a Reply

Your email address will not be published.

Facebook Chat Skype Maps