Izenda Evaluation Process

© 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.

© 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

© 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

© 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.

© 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.