Given the times, working from home is not only relevant but necessary for many businesses.  Whether you are having to make tough decisions about your business or experiencing high demand and growth, data driven decision making should become a top priority for any business that is navigating a volatile market.

As a business leader, analytics should always be at your fingertips and IT should have access to the correct tools to quickly pivot infrastructure to support remote work. According to a study published in the MIT Sloan Management Review:  

We found that organizations that strongly agreed that the use of business information and analytics differentiates them within their industry were twice as likely to be top performers as lower performers. Top performers approach business operations differently than their peers do. Specifically, they put analytics to use in the widest possible range of decisions, large and small. They were twice as likely to use analytics to guide future strategies, and twice as likely to use insights to guide day-to-day operations.

Now that everyone is working remotely, sharing information & data, and needing access to source systems and software, many companies may look to a Virtual Private Network (VPN) like Perimeter 81, NordVPN Teams, Encrypt.me, ExpressVPN, VyprVPN, etc.  For various situations, these can be a powerful asset but they do add additional costs and technical challenges for IT.

What if you could securely expose your analytics without needing a VPN? Let Zuar show you how.

Embedded Analytics

If you have Tableau and need an easy way to expose analytics to remote teams, a way that doesn't require personalized technical requirements like a VPN, you need to explore Zuar's Rapid Portal as an option. The Rapid Portal is one of Zuar's premier embedded analytics solutions.

What is Embedded Analytics?

Embedded analytics allows businesses to integrate analytical content and analytic capabilities into business operations and workflow. They often include data collection, visual data staging, and data visualizations.

Example: A sales team is using Salesforce to run deals. The tabular view of their leads makes it challenging to obtain critical insights. Using a visualization tool allows individuals to make better decisions. After visualized, embedded analytics allows the individual to include the visualization with the tabular view so that all of the information and insights are in one place for a streamlined decision making process.

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What is a Rapid Portal?

Zuar's Rapid Portal securely embeds and exposes Tableau to anyone remote, including but not limited to executives, partners, customers, and field sales. Rapid Portals allow end users to access insights at any time, from anywhere without a VPN or MDM.

Rather than sorting through a myriad of content, surface exactly what your teams or customers want to see.  Rapid Portal also helps to streamline your workflow by allowing you to embed Tableau dashboards into other applications like Salesforce. Your teams will have everything they need in one place. The best part? A Rapid Portal can be deployed in less than an hour. If this seems too good to be true, we will prove it. Contact us!

How to Embed Tableau into Salesforce with the Zuar Rapid Portal

The Zuar Rapid Portal works with both Salesforce Lightning Experience and Salesforce Classic, however we will be detailing instructions for Salesforce Lightning in this blog post.

Challenges for Remote Teams and IT

Remote Teams

With entire executive teams working remotely and monitoring the health of their business, marketing teams managing leads, sales teams managing deals, and IT supporting infrastructure, everyone can benefit from fast, secure, and easy access to analytics.

  1. When having to worry about VPNs and other sophisticated security models, access to data & analytics behind firewalls can become a technical challenge.
  2. Having to manage VPN clients on computers, smartphones, and tablets can turn into a major blocker for workflow.
  3. When you finally get access to your Tableau Server, you may be faced with the next daunting task of trying to find or surface only the information necessary to do your job.
  4. Lastly, what if you want all of your analytics in one place?  Maybe you have to explore multiple applications just to get everything you need. Wouldn't it be nice to have all of your leads, deals, and analytics in one place?

IT Teams

IT needs to be more agile than ever when pivoting to meet the needs of remote access and remote work. It can be a daunting task getting VPNs and infrastructure set up so that business units can function remotely. This can lead to seemingly endless stacks of tickets.

Whether you have a cloud-based infrastructure or on-premise servers, exposing analytics to business units can be a time consuming process. Especially when considering all of the other non-analytics requests that are coming through. If you are feeling the stress, you have an understaffed IT team, or just need a powerful and  inexpensive solution that can quickly stand up to meet the current analytical demands, the Rapid Portal can help.

Analytics Solutions for Remote Teams & IT

Remote Teams

How can you avoid these pitfalls? By using Zuar's Rapid Portal, the need for a VPN client is completely eliminated. Rapid Portal provides a custom branded, Single Sign-On, experience that authenticates with your Tableau Server or Tableau Online.

Using Rapid Portal to access curated & branded Tableau dashboards, living behind a firewall, securely through a web browser

In a nutshell, you can expose your designated Tableau content in a web browser, and it feels almost like logging into your email. How specifically can the Rapid Portal help your remote teams?

  • Rapid Portals can be accessed through any web browser, making it usable across all of your devices and alleviating the need for challenging security infrastructure.
  • Content can be handpicked to surface up in your Rapid Portal. You won't have to search through your server to find the one dashboard you need.
  • If you'd like to integrate your Tableau dashboards with your CRM, like Salesforce, Rapid Portal was designed to authenticate with your other applications. In short, you can embed your Tableau Dashboards into your CRM for a streamlined workflow. If your sales team does most of their work in Salesforce, you should house your Tableau analytics there as well!
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Telecommuting is not a new topic but the urgency with which organizations are compelled to suddenly enable & effectively manage telecommuters has made this discussion top priority for a lot of IT and executive teams.

Solutions for IT teams

Zuar's development team has poured countless hours and years of security architecture experience into the development of the Rapid Portal. All of Zuar's products, including the Rapid Portal, come standard with our Web Application Firewall (WAF), which handles all authentication.

The WAF architecture consists of a standard web server, an authentication micro service, and by default a PostgreSQL database.  The design is modular, with well defined interfaces among the components, so both the authentication service and PostgreSQL may be replaced with suitably similar technology.

visual model explaining components of the WAF

The authentication micro service (auth service) only handles requests specifically for login and logout and is responsible validating the user and assigning user permissions.

Users can be authenticated in one of several ways:

  1. Against the local database
  2. Against an optionally configured Tableau Server.
  3. Using a custom built authenticate module.

If a given user is not found in the local database, then the configured Tableau Server is tried. A common deployment is to have no local users so that Tableau Server is used exclusively for authentication. To use the SAML terminology, the Tableau Server acts as an Identity Provider (IdP). To make deployment easy, the web server, auth server, and PostgreSQL database are all deployed using Docker.

The Zuar Portal contains the Core Rule Set (CRS), version 3 from the Open Web Application Security Project (OWASP).

CRS3 includes protection for:

  • SQL Injection
  • Cross Site Scripting
  • Code injection (Java, PHP, Shell)
  • Remote File Injection
  • Local File Injection
  • HTTPoxy
  • Shellshock
  • Session Fixation
  • Scripting/Scanner/Bot Detection
  • Metadata/Error Leakages

Learn more about architecture, deployment, and security here!

Embedded Analytics Examples

Here are some common examples of how Embedded Analytics and the Rapid Portal could benefit you:

  1. Emergency Assistance Foundation (EAF) helps corporations make emergency hardship grants for their employees when they face unexpected and unavoidable financial hardships or disasters. EAF needed a fast and secure way to expose fund analytics to their customers, partners, and internal team. By implementing embedded analytics, they have the power to:

    • Allow their customers to access employee fund information
    • Customize the experience and keep their analytics on brand
    • Scale their deployment quickly during times of emergency
    • Not have to worry about VPN or additional security infrastructure when providing remote access to fund and internal financial information from off-site environments
      Learn more about how EAF transformed their busienss with analytics here!
  2. Orange Door Research works with leading public sector partners to improve their data collection and decision-making in challenging geographies. ODR collects on the ground survey data in real-time, at scale, allowing thier partners to identify and track key trends, while also creating feedback loops between development agencies and the populations they serve. ODR needed a custom, secure, and easy to implement embedded analytics solutions to be accessed from all over the world. ORD is leveraging Zuar's embedded analytics portal solution to:

  3. Marketing agencies are needing a secure way to provide analytics offerings to their clients. By leveraging the Rapid Portal they can:

    • Provide an additional revenue source by branding their Tableau deployment and selling their analytics
    • Provide a secure and hassel free way for their cleints and executives to access Tableau Server
    • Leverage user security so that the experience and content will be different depending on who is accessing the portal
    • Use the Rapid Portal to embed Tableau analytics into their CRM.

If any of these examples sound appealing, or you have alternative use cases you would like to explore, Contact Zuar Today!

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