Intelligent conversation on business intelligence.
Ep. 29 - A Process for Data-Informed Decision Making
This month, “godfather of data literacy” Jordan Morrow unpacks the 12-step data-informed decision making process outlined in his new book, Be Data Literate: The Data Literacy Skills Everyone Needs to Succeed. “Data-driven culture” is one of the hottest buzzwords of the decade, but Morrow says most organizations are nowhere near achieving it.
Ep. 28 - Unified Data and Analytics Platforms (UDAPs)
This month, we’re learning all about unified data and analytics platforms (UDAPs) with Eckerson analyst Joe Hilleary. Eckerson Group coined the term in a paper it published in 2020, and it describes a trend taking place in the BI software space. Joe takes us on a deep dive into UDAPs, covering everything from what they are to who they benefit and why.
This month, we’re talking about BI success factors with BI and Data Management expert Jorge García. Jorge is a Principal Analyst of BI and Data Management at Technology Evaluation Centers in Québec, but he also has experience as a BI practitioner. This has given him a dual perspective on business intelligence success factors and how organizations might rethink these goals.
Ep. 26 - Data Quality Management for Small and Midsize Businesses
This month, Aaron Fuller, Director of Data and Business Intelligence at CodeGreen Solutions, who tells us how small and midsize businesses can manage their data quality, today, with the tools already available to them. We learn where to start, who on your team to endow with data management responsibilities, and what to do with issues you uncover.
This month, we are joined by our very own Senior Software Architect, Ryan Bazinet, for a deep dive on serverless architectures. What are they, how do they differ from traditional horizontal scaling models, and what is their potential impact on SaaS? We explore all this and more with Exago’s resident architecture wonk.
This month, Business Application Research Center (BARC) Founder and CEO Carsten Bange talks with us about emerging trends in business intelligence, ranging from ten-year cycles to a new emphasis on price performance ratio.
This month, we learn all about corporate data literacy with analytics experts Caitlin Johnson and David Langer. In addition to their day jobs at Schedulicity, David and Caitlin teach data literacy courses with TDWI, focusing on the few concepts business professionals need to do 80% of their analytics. The conversation explores the state of corporate data literacy today, how it impacts BI usage, and what enterprises need to do to become more data-driven.
This month on our business analytics podcast, Anticimex Data Integrity Analyst Forrest Gordon offers insight into training self-service BI users of various abilities and backgrounds. As an expert in pest management solution PestPac and its whitelabel implementation of Exago BI, Gordon is responsible for training users at six of Anticimex’s subsidiary companies — and no two use PestPac the same way. In this episode, we learn how Forrest navigates these and other instructional challenges.
This month on our business analytics podcast, journalist and professor Alberto Cairo joins us for a discussion on data democratization, data literacy, and the role charts play in the art of persuasion. Cairo has authored several books on data visualization, including The Functional Art (2012), The Truthful Art (2016), and just this past year How Charts Lie (2019).
This month, we’re joined by Scott Berinato, Senior Editor at Harvard Business Review and author of both Good Charts (2016) and The Good Charts Workbook (2019). We broaden our understanding of data visualization to include other types of information design, learn best practices for making better charts, and discuss what our visualization tools might do to facilitate good design.
Ep. 19 - Empathy in BI Implementation: Delivering Outcomes, Not Output
This month on our business analytics podcast, we’re going to learn how to maximize the return on your BI implementation by empathizing with your user. Joining us for this conversation is designer, speaker, and founder of Designing for Analytics Brian T. O’Neill, an independent consultancy that helps companies apply human-centered design to data science and analytics. We explore how to assess users’ and stakeholders’ needs, serve a variety of users with one implementation, and make sure our BI is actually facilitating decision support — not just appearing to.
This month, we’re turning our attention to the crucial role SaaS marketing teams play in the deployment of feature enhancements and major product updates. How do feature launches differ from initial product launches? How do you reposition your product when it undergoes a revolutionary change? What’s the process for going to market again? Georgiana Laudi and Claire Suellentrop, co-founders of SaaS marketing and growth consultancy Elevate, join us to relay some critical advice on making the most of your feature launch.
This month, we are rejoined by CloudKPI co-founder CEO Maeve Kneafsey for a discussion on reporting to investors for SaaS companies. Knowing which metrics to include at which stages of growth can be a challenge, as can getting at the stories behind those metrics. Kneafsey shares her expertise on the subject and explains how machine learning and predictive algorithms are helping SaaS providers surmount these reporting challenges.
Ep. 16 - The Right Way to Calculate 3 Critical SaaS KPIs
Did you know there are 43 different ways to calculate churn? This month, we get some much-needed guidance from CloudKPI co-founder Maeve Kneafsey on counting customers, measuring churn, and calculating customer acquisition cost (CAC) — it’s not as straightforward as it sounds. Should you count customers by contract, for example, or by logo? Should you keep your eye on both counts, and if so, to what end? We explore these and other nuances around summarizing SaaS performance.
When most people think of BI, they think about extracting insights from their data, not about their data. This month, George Firican explains why BI can be a surprisingly effective tool in data quality auditing — particularly for organizations looking to save money by investing in multipurpose software. Firican’s expertise is informed by his work as the University of British Columbia’sData Governance and Business Intelligence Director as well as his passion project Lights on Data.
Ep. 14 - Building Dashboard Visualizations for Clients
We talk to data visualization expert Allison Torban about preparing dashboards and their components on clients’ behalf. As a Data Visualization Designer for the American Enterprise Institute and host of the Data Viz Today podcast, Alli has extensive experience clarifying the goals and contexts around her clients’ data viz projects and working with them to build something appropriate and actionable. We learn some tricks of the trade and how they might be applied to the process of building out report and dashboard libraries for SaaS end users.
This month on our business analytics podcast, VanillaSoftCMO Darryl Praill and his decades of marketing experience joins us to talk about sales metrics and how to build a high-performing sales dashboard tailored to a spectrum of stakeholders. We also learn what metrics SaaS sales teams should pay particular attention to and what common dashboarding missteps to avoid.
Booz Allen Hamilton principal data scientist and executive advisor Kirk Borne explains “analytics-first” business strategy (not to be confused with data-first business strategy). We learn what it takes for businesses to begin doing data science and hear about companies who have found success in asking the right questions and establishing a culture of curiosity around analytics.
We disambiguate some common BI buzzwords with entrepreneur and c-suite data analyst Lillian Taylor. Together with co-host Travis McGrath, we hack through forests of jargon using a machete of specificity and nerd out over pop culture and emerging tech.
This month on our business analytics podcast, we follow data whisperer Jen Stirrup through the circles (rectangles?) of spreadsheet hell, learning how companies find their way there and what they must to do escape. Protip: put an executive in the lead if you want to make it out at all.
We talk to PricewaterhouseCoopers Technology and Analytics Director Alex Rubin about his unusual work in sourcing, testing, and evaluating emerging technologies. As part of PWC’s tax division, Alex focuses on evaluating process discovery, intelligent automation, and data analysis solutions. We find out what he looks for in each of these technologies and what test cases he uses to push them to their limits.
Christopher Fabri and Exago senior software engineer Richard Mohrmann, both formerly of Merrill Lynch, about bitemporal data modelling—what it is, why it’s such a valuable recordkeeping method, and why we don’t see more of it at the enterprise level.
This months on our BI podcast, Senior Software Developer Dave Killough and VP of Product Development and Delivery Tom Gimpel of SofterWare about the data science behind their nonprofit fundraising platform, DonorPerfect. We find out what sorts of experiments they run, what insights they’ve uncovered, and how they use embedded BI to pass that value on to their clients.
We bring on three-time entrepreneur and Exago CEO Mike Brody to discuss management strategy with Les Trachtman, six-time CEO successor and author of “Don’t F**k It Up: How Founders and Their Successors Can Avoid the Clichés That Inhibit Growth.” Being good at founding software startups doesn’t necessarily make you good at scaling them, but some smart tactical decisions can help you make the transition.
Bryce Lee, Director of Product Management at Strategic Insurance Software (SIS or Sisware), and Marc Jorrens, Founder and Solutions Architect with Outbound Software, talk about why they chose to invest in embedded ad hoc business intelligence software and what impact that has had on their end users.
Exago Support Manager Jeff Kalpakis talks shop with Zendesk Senior Advocate Manager Brian Harris, exploring such topics as team structure, internal communication, and what to do about those pie-in-the-sky enhancement requests.