How It Works

Enterprise BI Portal

Metric Insights’ Enterprise Business Intelligence Portal integrates all your BI tools, reporting, and metrics into a consolidated catalog of governed and certified assets. Drive engagement with BI by making it simple and practical for users to find, trust, and consume data.
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STEP

Connect To
Everything

Connect to everything in your organization with Metric Insights’ Plugins.

BI Plugins connect to every source of analytics including BI tools, SaaS applications, spreadsheets, documents and data science assets.

Data Plugins allow you to extract key performance indicators from databases or Big Data stores.

Data Catalog Plugins syncronize critical metadata from your data catalog with your BI Portal.

Plugins auto synchronize new content from the underlying sources to the Metric Insights’ BI Catalog.

Plugins
STEP

Publish & Govern
What Matters

Make sure that users are only seeing governed BI assets, ensuring that they can trust the content they have access to.

Metric Insights’ Publishing Workflows ensure that any new reports or assets that are discovered by a Plugin are sent through a structured review process before they get published to end users.

A Publishing Workflow contains one or more steps. Each step is assigned to a user who is responsible for reviewing an asset, filling in metadata fields, and moving it forward in the workflow until it is finally certified and published.

Governed BI
STEP

Catalog
Your BI

The Metric Insights Catalog is a governed space to organize and manage the lifecycle of all your BI assets.

The Catalog integrates with existing security to ensure users are only seeing the assets that they have permissions to see. Content discoverability enables users to find content that they don’t have access to and request permission to use it.

The BI Search Engine gives analysts and end users a quick and easy way to search through the governed library of content.

Catalog BI
STEP

Engage
Your Users

Metric Insights’ BI Portal provides functionality to create customized user experiences for each persona or business unit.

Branded Themes enable you to customize the logo, colors and fonts for each business unit.

BI Portal language can be localized at the user or user group level.

Create a customized user interface, on top of the BI Catalog, for each persona. Custom user interfaces include personalized landing pages, custom navigation, content mashups, and any other functionality specific to that persona.

Customized Pages
STEP

Spread
The Word

Metric Insights’ BI Portal is available on the mobile device via native iOS and Android apps so users can access their critical content on the go.

Favorites Digests and Shared Bursts push consolidated content from multiple sources into each users inbox in a single, easy to consume email.

Alerts notify users of significant changes in metrics that they care about and guide them back into the relevant dashboards and reports.

Integrations with Slack and Teams enable users to search the BI Portal and bring up reports during conversations with their team.

Distribute BI
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