Phase 1 Installation and Resources

Untitled-16 Pre-requisites Planning and key things to prepare before starting
Untitled-14 Install and Activate Yurbi Get the latest version of Yurbi up and running (in less time than drinking a cup of coffee)
Untitled-11 Setup a user-friendly URL Because server names are hard to remember, it's always good to give Yurbi a cozy home on your intranet
Untitled-14 Explore the Demo Environment Get a feel for what the end state of Yurbi will look like before jumping into your set up
1. General Change your Yurbi admin password Don't leave a huge backdoor open to your highly secure data reporting system
Untitled-17 Join the Yurbi Community (and other resources) Get familiar with your support resources, from self-help to our customer support team
Untitled-14 Backup Strategy You know how it feels to lose all your work in MS Word? We don't want that to happen to you in Yurbi

Phase 2 Connect Yurbi To You Data

1. General Data Source Planning Bringing Your Data to Life is more than just connecting to a database, we'll give you the things to think about first
2. Design - Office Register Your Data Sources In this section, we connect to your data, whether it be in a local database, a cloud database, or excel spreadsheet
Untitled-17 Configure Your Yurbi App Now we convert the raw data into user understandable terms and layout so they can easily build meaningful reports

Phase 3 Security Planning and Setup

Untitled-13 Security Planning More planning, in this case on the security requirements. "If you don't plan to keep thing simple, you plan to make it complex" - said someone smart
Untitled-15 Folder and Report Security Groups - Simple Environments A look at the out of the box folder and report security settings and how to adjust for simple use cases
Untitled-15 Folder and Report Security Groups - Department Environments Setting up the folder and report security for departments and multi-tenant environments
1. General Setup Data Security Groups Create the security groups needed to restrict data access by user or groups of users

Phase 4 Report and Dashboard Building

Untitled-13 Report Building Planning More planning, in this case on the reports and dashboards requirements.
Financial Out of the Box Visualization Types Know what output methods are possible, then start building
Untitled-15 Build Datagrid Reports (Detailed and Target) The datagrid is the most common report and is the starting point and foundation by which all other reports are built.
Untitled-16 Build Summarized Reports Users should start with the high-level reports to see the big picture and then drill down when more info is needed
1. General Drill Down Reports The best reports are ones with drill-down interactivity built-in
Untitled-11 Build KPIs Reports
Financial Build Chart Reports Converting data into charts and graphs
1. General Linking Reports - Data Blending A power user feature to join or union data from different data sources (or the same)
1. General Advanced Reports Adding additional power to Linked Reports
Financial Build Combo Charts Overlaying line, area, or bar charts together with different value axis if needed
Untitled-11 Map Visualizations Overlaying data on geographical maps
Untitled-16 Using SQL Stored Procedures Leverage SQL Stored Procedures as a data source and create Yurbi reports
Untitled-18 Create Dashboards Bringing together a collection of summarized reports into a dashboard is what it's all about
Untitled-16 Create Filters and Saved Views Allowing users to slice and dice that dashboard to just what they want to see if essential
Untitled-16 Dashboard Smart Filters Enabled Dashboard Filters To Act as Dynamic Lists
1. General Configure Dashboard FastCache Enable in-memory caching for your most important dashboards

Phase 5 Deployment and Training

Untitled-12 Apply Your Branding Your company's brand should take the stage, it's not just about vanity, it improves user adoption
1. General Create Data Tag Using Data Tags within App Shield Polciies
1. General Create App Shield Security Policies Also known as data-level security, this is where different users or groups can look at the same reports, but only see the data they should
3. Communication Create Users Time to create the user accounts for your initial deployment
Untitled-13 User Training and Documentation Because tossing it over the fence is not a good strategy
Untitled-24 Provide Access To Your Users You're live!
Untitled-14 Display In Unattended Mode Leveraging display mode to display a dashboard or report on a central display

Phase 6 Operations and Maintenance

Untitled-12 Continuous Refinement of Apps and Reports Whether feedback or new requirements, the agile BI goal is continuous improvement
3. Communication User Management The finer points of adding, changing, and deleting users
Untitled-15 Apply Regular Updates You don't want to miss out on all the new features (and bug fixes)