Izenda · zenda 1 1 Evaluation Process Overview Izenda’s evaluation process was developed...
Transcript of Izenda · zenda 1 1 Evaluation Process Overview Izenda’s evaluation process was developed...
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Izenda Evaluation Process
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© Izenda 2017 1www.izenda.com
Evaluation Process OverviewIzenda’s evaluation process was developed leveraging the best
practices generated from over 2,000 unique application integrations.
The goal of the evaluation is to provide your organization the
information it needs to make the right decision and to provide Izenda
with the necessary information to deliver a superior level of service
throughout an evaluation and successful deployment.
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© Izenda 2017 2www.izenda.com
Evaluation Timeline
Week 1 - Project Sponsor, Business Analyst, Developer
• Client System Review
• Establish Success Criteria
• Izenda Installation
Week 2 - Business Analyst, Developer
• Report Design Training
• Izenda Integration Overview
Week 3 - Business Analyst, Developer
• Test Embedded Concepts
• Branding and White Labeling
Week 4 - Project Sponsor, Business Analyst, Developer
• Integrated Security Overview
• Evaluation Review Before Final Presentations
• Discuss Implementation Timeline and Level of Effort
Evaluation Completion
• Demonstrate to Stakeholders
• Present Project Plan
• Vendor Selection
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© Izenda 2017 3www.izenda.com
Level of Effort
Project Sponsor: 8-24 Hours
• Planning, Alignment, and Project Oversight
Business Analyst Time: 2-12 Hours
• Report Design and UI/UX Review
Developer Time: 8-16 Hours
• Installation, Technical Validation, and Data Modeling
Meetings: 4-8 Hours
• Product Demonstrations, Business Alignment, Technical
Deep Dive, System Review, Scoping, and Evaluation Check
Points
Typical Evaluation Timespan: 2-4 Weeks and 20-60 Hours
Evaluation Phases
1. Functional Evaluation:
• Install StandAloneUI and API.
• Connect to and Model Data for Ease of Use and Performance
• Create Users and Roles, Set Permissions
• Create Reports and Dashboards
2. Embedded UI/UX Evaluation:
• Integrate EmbeddedUI within Target Applications
• Embed Reports, Dashboards, Designers, and Report Parts
• Style and White Label Embedded UIs
3. Integration Evaluation:
• Understand Integration Concepts
• Understand Security Handshake and Back-end Integration
• SSO, REST APIs, Tenant, Role, and User Sync
• Understand Level of Effort with Integration
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© Izenda 2017 4www.izenda.com
What To Expect During Evaluation
• Izenda Application Installation and Management
• Reporting Data Review and Optimization
• Exploration of Izenda Documentation and Training Videos
• Functional Validation of Report and Dashboard Design
Concepts
• Validation of UI Integration Concepts
• Exposure to Reference Implementations Demonstrating
Security Integration and API Interactions
What Not To Expect During Evaluation
• Full Integration of Izenda with Existing Applications
• Full Replication of Existing Reports and Dashboards Libraries
• Extensive Coding
• Full Integration with Existing Security Models
• Implementation of Custom Features
Team Members to Involve: Evaluating a self-service business
intelligence platform like Izenda is a strategic initiative. While
developers, DBAs, business analysts, and end users are essential
to the process, a successful evaluation requires sponsorship and
engagement from both business and technical leadership. This
helps to ensure clear goals and expectations are set.
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© Izenda 2017 5www.izenda.com
About lzendaIzenda is a self-service BI platform purpose-built for embedding
in business applications, portals, and extranets. Izenda integrates
seamlessly in applications to deliver BI and analytics directly to the
people who need it most – application end users who want to easily
analyze, visualize, and share valuable data and insights in real time.
More than 10,000 organizations use Izenda software on a daily basis.
To find out more about us, visit https://www.Izenda.com.