Tips for evaluating embedded analytics solutions

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Have you decided to integrate an embedded analytics solution into your software? This is an excellent decision: the benefits that embedded analytics bring to SaaS providers are significant. Moreover, you can save priceless time to market by using the technological capabilities of an embedded analytics supplier. 

Embedded Analytics - Types

Now comes the tricky part – you have to determine which tool to use. And you must be careful because not all solutions on the market are adapted to your needs, your industry, or your company.

In addition, not all analytical products have been designed to be integrated. Some suppliers are trying to offer integrated analyses that are the same products sold to direct customers.

These tools do not have the capabilities required for a truly integrated experience. 



Which characteristics must you identify to find the right embedded analytics provider?

We have identified five differentiating categories to make your choice:

  • User needs & skills
  • Technical needs
  • Data integration
  • Security and User experience

Using these criteria as a checklist will help you discover which supplier is best placed to provide you with embedded analytics

1. Requirement and Skills: Is the product sufficiently scalable and flexible? 

The implementation of integrated analysis tools is an important decision. One of the major criteria that will guide you in your choice is to ensure that the chosen tool is flexible enough to adapt to your environment.

Therefore, be careful about the quality of the UX of the embedded analytics tools you choose. Why is this aspect essential?


Let’s take an example: if you provide a service to a customer (HR software, accounting or CRM) your priority is to make your platform simple and accessible with as little training as possible.

When you add embedded analytics functionality to your solution, the risk is to create complexity or hours of additional training. However, the customer does not want to pay for these training courses and this reduces your promise of ease of use.

The solution is to choose a supplier who can provide you with an embedded analytics tool adapted to the novice. Otherwise, you will be poorly equipped and the tool will not meet your customer’s requirements.

Today Toucan is very well positioned to deliver this promise to your customers who will use an embedded analytics function. Our dashboards are easy to use: no additional complexity and therefore no training required when you add an analytics module to your existing product

2. Technical needs: What should I expect from my solution?

To choose the right software it is essential to assess whether the proposed product has the technical capabilities necessary to meet all your needs. 

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  • Platform evolution

Measuring the scalability of the platform you choose is an important point. Ask the software publisher about the amount of data processed, the number of authorized users and the number of simultaneous requests that can be processed on their platform. Also, make sure that the architecture is open so that it is possible to extend the capabilities without waiting for future versions or updates.

  • Personalization

If you want to develop other applications or improve existing ones as quickly and simply as possible, make sure that your platform can be customized to your existing UX design. This ensures that you can create your own visualizations – or connect to third-party graphics to maximize the visualization capabilities of your analyses.

  • Is the data properly prepared for analysis?

The main challenge when choosing embedded analytics software is to ensure that the data is properly consolidated and prepared before analysis.

Choose a supplier that provides a complete solution for data integration, including options for mixing, migrating, enriching, and cleaning data. For example, at Toucan Toco we are equipped with an ETL, an interdepartmental computer technology allowing massive synchronization of information from one data source to another. This tool elevates your data workflow: it organizes your data
preparation in pipelines that can be handled independently, allowing for partial updates.

3. Data integration from your software

To ensure the proper use of your embedded tool, the solution you will choose must be able to integrate simply into the existing IT environment.

You need a solution that is easy to install, integrate, implement and connect to all your data sources and databases. you want to be able to work with your existing data environment.

Also make sure that the solution is equipped with an ETL (Extract, transform, the load is referring to the procedure of copying data from one or more sources into your destination system.)

4. Customizable user experience

Good software matches the embedded analytics tool to the rest of your application. 

Seamless user experience is therefore crucial for analytics success. Choose an embedded analytics tool that allows you to white-label the user interface so it looks like part of your broader application. 

A “white label” approach means that users do not even know they are using a multi-product application.

It is important to be able to integrate the data directly into workflows. Your users should always know they’re seeing your brand—not the brand of your analytics platform. 

5. Security

Authentication and access control are essential issues for embedded scanning. Choose a solution that can work with your solution or software security model. 

Ensure that the roles and rights established in your application can be transferred to the integrated analysis platform to ensure that users have the appropriate access. A control must cover access to analytical functions, such as graphs, reports, and dashboards, as well as data. 


In addition, check that the solution you choose has user rights management and SSO connection functionality. Single sign-on (SSO) is a property that gives unique trackable access for every user, thus reinforcing user rights management and security.

Find the Solution that Works for You

Here at Toucan, we don't subscribe to the notion of one-size-fits-all. Every firm has varying needs and use-cases, which is why we encourage you to explore these aspects of embedded analytics platforms. 

We cater to unique industries and are fulfilling client expectations, so if you are interested in what we can offer your business, don't hesitate to contact us.




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