The Indicee Blog

Automate your data uploads

by Graham Ross on March 4th, 2010

New feature lets Indicee do the uploading

We have received lots of feedback about how easy (and cost effective) it is to get up and running with Indicee compared to traditional BI tools.  Why is it so much easier?  Because Indicee does not require a direct connection to your data base.  Instead, with Indicee you simply upload the reports or data export files from your applications.

Manual uploads work really well for small deployments and make a huge difference in how fast our customers can get up and running. However, once users see the benefit of easy access to information they inevitably want more data and want it updated more frequently. Up until now, the only way to get data into Indicee was to save a report or data file to your computer and then upload the file to Indicee.  Uploading a single file once a week is easy, uploading 10 files every day starts to take a lot of time.

Uploading reports – hands free

Indicee users have asked for an auto uploader.  We have added it, and more. Indicee (with your permission), can now be set up to grab data files from your computer.  Here are some examples of how it works:

  • Schedule your reports to a folder. Lots of applications allow you to schedule reports to a folder on your computer.  You schedule the reports to run every hour or day and schedule Indicee to grab the reports from that folder and upload them to your data mart
  • Schedule your queries.  Some customers have set up queries to grab data. You can use a program like Windows scheduler to automatically run the queries and have Indicee grab the data files and upload them to your data mart
  • Direct database connection. For more complex BI requirements, it is not always possible to find reports that contain all the data needed to answer your questions.  Indicee now has the option of connecting directly to common business applications or running custom SQL queries and then uploading the resulting data

Want to try it?

We are looking for early adopters.  For existing customers,  contact support@indicee.com and we can add the auto uploader to your Indicee solution.  New customers can take advantage our our Free48 team who will get your up and running within 48 hours. Contact our Free48 team to get started.

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Indicee for 2010 : New look, New product, New offerings

by Mark Cunningham on January 27th, 2010

One of the great things about a Software as a Service (SaaS) application like Indicee is the ability to update features and capabilities in near real-time. If you have been watching over the past few months you will have noticed that Indicee has been changing almost weekly based on usage patterns and direct user feedback.

We are excited to announce that we have released a major update of our service based primarily on YOUR feedback. The one thing we can never say enough….WE WANT YOUR FEEDBACK. Good or bad we really want to hear what is working or not working in Indicee.

So let’s take a look at what our users have asked for in Indicee.

The Entry Point – Indicee.com

The main goal of our website has been to quickly communicate what Indicee does, how it works and how you can get going in 10 minutes or less. We have been focused on doing this in fewer and fewer clicks without losing some of the detail that new users want. Getting users into our application quickly is critical so we added a few key “on boarding” capabilities including:

Free48 – if you are not a Do It Yourself (DIY) type person. Let us get you started in 48 hours for free

Live Chat Support – You will see links to live chat all over Indicee.com. Take advantage of talking to Todd, our friendly support dude, live and in person to help you use Indicee more quickly and effectively.

Online Discussion Forums – our forums are new so we don’t have alot of action in there yet but we are monitoring them regularly. So jump in and start posting.

New Quickstarts

I don’t know anyone that doesn’t like to make things happen fast. Indicee QuickStarts have been designed to provide users with pre-packaged solutions for the most common Small Medium Business (SMB) accounting products on the market. A Quickstart is a pre-built reporting database (we call this a data mart) and a bunch of canned reports that you can use immediately.  If you use applications like Intuit Quickbooks, Sage Accpac, Microsoft Dynamics Great Plains or Softrak Adagio using a QuickStart is one of the best ways to get up and running with Indicee. Simply grab the existing output from your accounting application, load it into the QuickStart Wizard and you will have reports and dashboards that you can view, analyze, share and collaborate on in less than 10 minutes.

What if you don’t have one of these accounting applications? No problem….you can build a solution from scratch yourself or you can give us a call and we can get you started with our Free48. Building something from scratch doesn’t take days. It can be done in minutes or, at the most, hours.

My Stuff Overview

When you login into the Indicee application the first thing you see is the My Stuff tab. This is the main landing page of the application. If you have used our previous version you will see a major user interface redesign to enable greater usability. Here are a few of the changes:

  • Replaced the drop down navigation box in favor of a sub-navigation menu.
  • Added a “Tips” section that you can toggle between “show” and “hide.” We have created a bunch of videos and FAQ tips that will give you greater self-guidance when using Indicee.
  • Improved graphics and layout to highlight “Latest Dashboard and Reports,” “Latest Data,” and “Latest Comments.”

my stuff screen shot

Dashboards

If there is one “big ticket” item that we have added to this release it is Indicee Dashboards. So what is a dashboard? A dashboard allows at-a-glance visualization of company’s health and monitoring of key performance indicators. Simple to understand and high in ROI, dashboards are becoming “must-haves” for all businesses. Indicee Dashboards are simple to create and use. Traditional Business Intelligence tools usually require technical consultants or IT people to create the dashboard. Not Indicee Dashboards….mere mortals can create them.

Indicee Dashboards will display anywhere from 1-4 key visualizations that are generated by your Indicee Reports. You can share dashboards into private or public groups and users can drill down from a dashboard into a more detailed report. Keep your eye out for a more detailed post on “How to Create a Dashboard.”

dashboard sreenshot


Reportsquestion editor

Indicee’s core capability is to easily create ad-hoc reports, using our unique “Intelligent Question” interface, from the data you have loaded . We have added a number of key enhancements in our new release to provide greater usability and functionality when creating reports.

A few key additions are:

  • Improved user interface when selecting report elements in the What, How and Filter sections
  • “Is Not” filters enable you to select things like “all states EXCEPT for Alaska”

Visualizations

Indicee has increased the number of chart types that you can choose from and has incorporated additional features such as data point pop-up bubbles, stacked charts and a table view.

stacked bar with data bubble

Data marts

First of all let’s just be clear on what a “data mart” is. In a nutshell, a data mart is the “bucket” where we load the data that you upload to Indicee. When you upload your sales data from your accounting system and your customer data from your customer relationship management system, we pile this data into “bucket” and “munge” it all together. During this munging process we create relationships and connections between your sales and customer data. The final result is what we call a “data mart.” It is your supermarket full of data ready for you to browse and create reports.

If you create a data mart, then you need a way to monitor, manage and administer it. We have created a data mart interface where you can manage all aspects of  your data mart, from uploading data to sharing.


I hope you find the usability and functionality enhancements in this new version of Indicee useful. Give it a try and let us know what you think.

Mark

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Living life in the belly of the beast

by Craig Todd on November 11th, 2009
Living life in the belly of the beast
This is my 10th year of attending Sage conferences and I’ve yet to be disappointed in the content, the venue and the people involved.On occasion, they can even arrange for the excitement of a tropical storm to pass our way and lend a little credibility to the overall agenda.
Last night, we were treated to a visit to the Georgia Aquarium, the world’s largest and most engaging aquarium, accoridng to their website. What interested me most were the promises of the presence of the only whale sharks in captivity outside of Asia and the only 2 Manta rays in captivity. I was not disappointed.
The evening started in “the belly of the beast”, the Atlanta Marriot Marquis hotel. Certinaly no “beast” in the traditional sense, but a feeling of being Jonah inside the whale when one considers the interior architecture of the building and its surreal, ribcage-like appearance. I wonder if architect John Portman was perhaps a fan of HR Giger’s alien imaginings when he created the building.
From there, we were treated to the driving rains and howling winds of Tropical Storm Ida, recently blown in off the coast from her brief reign as Hurricane Ida. The 10 foot walk from cover to the bus drenched us to the bone, as though tossed through the blowhole of the whale.
Entering the Georgia Aquarium is like being transported fathoms beneath the waves. The massive glass viewing window dwarfs us landlubbers and we are awestruck by the sheer beauty of the underwater realm we are so privileged to witness. Sea creatures of all shapes and sizes drift by, apparently in slow motion, unaware of or unimpressed by our presence. In short course, out of the darkness appears the massive shape of a whale shark, flying towards the glass. A giant Manta ray appears beneath, flying low to the ground, massive mouth agape and moving softly back into the shadows.
Every turn of a corner in the aquarium held new treasures and experiences, more fantastic food and drink and great memories to be made. It seemed fitting somehow to end the evening in the company of pirates, considering we had survived a visit to the depths of Davy Jones’ Locker and returned unscathed.
So what does this have to do with reporting and analysis? Nothing. I suppose I could have made some bizarre leap to try to imagine someone at Sage using a spreadsheet to calculate attendance and food and and … never mind. That would have been a little gratuitous and frankly, we simply had a great time.

Marriot Marquis from 470 feet up!This is my 10th year of attending Sage conferences and I’ve yet to be disappointed in the content, the venue and the people involved. On occasion, they can even arrange for the excitement of a tropical storm to pass our way and lend a little credibility to the overall agenda.

Last night, we were treated to a visit to the Georgia Aquarium, the world’s largest and most engaging aquarium, according to their website. What interested me most were the promises of the presence of the only whale sharks in captivity outside of Asia and the only 2 Manta rays in captivity. I was not disappointed.

The evening started in “the belly of the beast”, the Atlanta Marriott Marquis hotel. Certainly no “beast” in the traditional sense, but a feeling of being Jonah inside the whale when one considers the interior architecture of the building and its surreal, ribcage-like appearance. I wonder if architect John Portman was perhaps a fan of HR Giger’s alien imaginings when he created the building.

From there, we were treated to the driving rains and howling winds of Tropical Storm Ida, recently blown in off the coast from her brief reign as Hurricane Ida. The 10 foot walk from cover to the bus drenched us to the bone, as though tossed through the blowhole of the whale.

Largest glass viewing wall in the worldEntering the Georgia Aquarium is like being transported fathoms beneath the waves. The massive glass viewing window dwarfs us landlubbers and we are awestruck by the sheer beauty of the underwater realm we are so privileged to witness. Sea creatures of all shapes and sizes drift by, apparently in slow motion, unaware of or unimpressed by our presence. In short course, out of the darkness appears the massive shape of a whale shark, flying towards the glass. A giant Manta ray appears beneath, flying low to the ground, massive mouth agape and moving softly back into the shadows.

Pirates!Every turn of a corner in the aquarium held new treasures and experiences, more fantastic food and drink and great memories to be made. It seemed fitting somehow to end the evening in the company of pirates, considering we had survived a visit to the depths of Davy Jones’ Locker and returned unscathed.

So what does this have to do with reporting and analysis? Nothing. I suppose I could have made some bizarre leap to try to imagine someone at Sage using a spreadsheet to calculate attendance and food and and … never mind. That would have been a little gratuitous and frankly, we simply had a great time.

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Indicee Launch

by Mark Cunningham on November 4th, 2009

There’s been no shortage of activity here at Indicee over the past few months and today we are celebrating the hard work. Today is launch day and we are really excited to show the world our first release of Indicee. I have blogged about our product over the past year for our beta users (feel free to go back and take a look) but I thought I would start fresh today with a summary of what Indicee is all about and what makes us different.

The Audacious Goal

Indicee’s goal is to help frustrated business users who are trying to combine data from different data sources just to get img_ask3answers to some basic business questions. Data can be tricky and if you don’t have the IT experience or the budget needed to buy really expensive software the options are limited. Back in the 90’s some of the Indicee team were responsible for creating Crystal Reports and the goal was to get everyone including my mom using it. While Crystal Reports is an amazing tool it was really targeted at techie IT people and software developers. Does this sound like you? I didn’t think so! Here are a few assumptions I have about you, our typical user: you probably don’t understand databases that well, you don’t have a burning desire to spend the next 6 months mastering a technical reporting tool, you don’t have an army of IT people around you and you probably don’t have the budget to fork out $100K for traditional business intelligence software. Am I right? Comon’ now I can hear you yelling out loud all the way from my office in Vancouver! Indicee is different, we are not trying to recreate another reporting tool for this same set of users, instead we are focused on getting to the “masses” of business users in small and mid-size organizations. Simple, easy to use, low cost and self-serve is what we are all about.

I have provided a bit more insight into Indicee below. If you would rather not listen to me ramble on just check out our Indicee video for the highly summarized version.

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Going green at the show

by Craig Todd on November 2nd, 2009

indicee_bag_trans_600I’ve done a lot of trade shows over the last 12 years. My children have what just might be the finest collection of trade show swag in the business: logo t-shirts, flashing bouncy balls and even binoculars from companies that probably don’t exist anymore. There was so much that I had to cut back to only the “premium” swag in order to keep them happy.

Swag is that stuff we get from the booths of the vendors at trade shows. The logo-encrusted, brand enhanced pens, cups, mouse pads and the granddaddy of all swag, the Squooshie Ball.

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