Implementation Overview

Foundations of implementing Visier's embedded application.

What is a Visier embedded app?

Visier Embedded Analytics extends Visier's people analytics capabilities to your product, offering a seamless end-to-end experience for your customers. By embedding Visier, you can provide world-class reporting, analytics, and generative AI within your product, enhancing its value and delivering better organizational performance for your customers.

We offer three options to make it easy for you to start your embedded analytics journey. Whichever path best matches your comfort level with analytics and the way you want to introduce analytics to your product offering, we've got you covered:

  • Data enrichment APIs (Feed)
  • Embedded analytics applications (Embed)
  • Real-Time People Data Platform (Build)

Cloud architecture

Visier's cloud architecture is designed to easily plug into your existing data and analytics fabric, providing immediate value by making your data actionable. Here’s how it all fits together:

Data Sources Bring in data from Applicant tracking, HRIS or other people data systems

Data Connection Use our pre-built connectors, APIs, and flat file-based integrations

Data Transformation Cleans, transforms, and stores data in Visier’s cloud

Analytic Model Organizes data as Subjects, Events, Dimensions, Metrics, and Concepts

Analytics Applications Light up content modules for core people analytics business problems

Content Model Populates guidebooks, Visualizations and Workflows to deliver people answers

Analytics Experience Provide access to 2000+ out-of-the-box analytics for your end users

Studio Manages user access, and extends and expands analytic experiences

User Management Securely and scalably manage user access for your analytics application

Tenant Management Securely and scalably manage tenant access for your analytics application

Data Enrichment enrich your existing data with predictions and standardizations

Embed Visier's analytic solution into your product.

Implementation framework

In the journey of implementing analytics solutions, there's no one-size-fits-all approach. Your path will be unique, tailored to your specific needs and goals. Think of the following overview not as a checklist, but as a menu from which you can select the components that align with your requirements. This section offers a high-level glimpse into the key elements of a successful implementation, providing a framework that you can adapt and customize to suit your needs.

Data transfers

Visier offers a range of options for loading Data In the platform, allowing you to choose the method that best suits your needs.

  1. SFTP: Data is extracted to flat files, encrypted, and compressed before securely transmitting over SFTP.
  2. Data warehouse connectors: We offer Data warehouse data connectors for various data warehouses. Partners provide access to the source data in a consistent schema, and transformations can be managed using Studio. Visier extracts changes since the last successful run to keep extracts manageable. For a complete list of supported connectors, refer to our Data In Connectors.

Key considerations

  • Data storage: Consider the location and storage methods of your data.
  • Data schema compliance: Ensure your transactional data complies with Visier's processing requirements.

Best practices

  • Delta loads: Transfer only the changes made to a dataset since the last synchronization.
  • Restatements: Transfer a full historical snapshot of all a tenant's data.
  • Corrections: An optional workflow to support correcting data.

Selecting the right data transfer option is crucial for efficient data processing and analysis in Visier. Consider your data needs and workflow requirements when choosing the most suitable option for your implementation.

Data onboarding

The data onboarding process in Visier is crucial for setting up your analytics solution correctly.

Key considerations

Loading a superset: A comprehensive configuration of your partner Blueprint requires loading a superset of your data, including all necessary attributes and values. If data is not available in the administrating tenant, it cannot be properly defined in the Partner Blueprint.

For example, let's consider a scenario where two clients, Client 123 and Client 456, use different pay types in their organizations. Client 123 uses a pay type called "Base Pay," while Client 456 uses "Bonus Pay." When configuring the partner Blueprint in the administrating tenant, both pay types should be included in the superset of data loaded.

Process and workflow: The onboarding process includes data extraction from your source system, loading data using the selected data transfer mechanism, configuring your data and analytic model in Studio, and validating data accuracy and user experience.

Best practices

Start with sample data: Begin by building your solution in the administrating tenant using sample or demo data. This allows you to refine your configuration and ensure correctness before loading real client data into your analytic tenants.

Building for scale: Leverage inheritance and scalability principles when building your solution. This ensures that your solution is scalable and can easily accommodate changes and updates over time.

Solution design

Solution design is the practice of creating and curating an analytics experience to maximize the value users get from your application.

Key considerations

Out-of-the-box content: Depending on the products you purchased, your tenant may be provisioned with Visier's standard Blueprint solution.

Modify or extend your Blueprint: You can modify or extend the solution based on your needs, with detailed guidance available in our tutorials, such as Create Curated Content.

Best practices

User experience: Define your target personas and their use cases, making sure your solution addresses their core analytic needs.

User and tenant management

Key considerations

  • Visier uses a permission-based security model. Each permission contains data security configurations, capability settings, and content packages to control precisely what a user can do and see in the application.
  • Visier APIs programmatically manage users and tenants at scale.

Best practices

  • Automate user and tenant management using Visier's APIs to streamline administration.
  • Implement single sign-on for both internal users and customers to enhance security and user experience.
  • Align permissions in Visier with your existing security framework to ensure consistency and avoid rework.

Data enrichment

Leverage Visier's datasets to build or enrich your application with 18M+ people data records across dynamic industries. Visier provides industry-best datasets for data scientists, application builders, and other developers to accelerate development lead time with scalability.

With Visier's datasets and enrichments, you can:

  • Compare your workforce data against government-sourced statistics or confidentially-sourced data from Visier customers, enabling benchmarking and performance insights.
  • Utilize Visier's predictive models to conduct effective workforce analysis and planning.
  • Access Visier's Skills Intelligence Engine to standardize your organization's existing jobs and skills data.
  • Optimize your data model and improve its accuracy with Visier's pre-processed and cleansed datasets.

Embed Visier in your application

Key considerations

You can Embed Visier in Your Application in these ways:

  • Full embedding: Harness the full power of Visier and allow users to open the entire Visier application from your application on the same page or in a new tab.
  • Distributed access: Embed one or more Visier rooms in your navigation bar rather than embedding the entire Visier application in one room. For example, embed a particular dashboard or Explore room.
  • In-flow: Users can view visualizations directly in the context of their work in your application, bringing insight into the flow of work to enable data driven decision making.

See documentation for details and examples.

Best practices

  • Carefully consider your users and desired user experience when deciding on the embedding method.
  • Understand your analytics user personas and the problems they are trying to solve.
  • Determine which analytics should be added to which workflow to enhance productivity and decision-making.
  • Utilize tenant single sign-on (SSO) to provide a seamless login experience for customers, ensuring easy access to embedded content.

Embedding Visier into your application offers a seamless integration that enhances user experience and enables data-driven decision-making, providing valuable insights directly within the workflow.

Next steps

Congratulations on completing this high-level overview of implementing Visier for your embedded analytics application! You now have a solid foundation to start your implementation journey. Here are your next steps:

  1. Explore further: Dive deeper into our documentation to get detailed information on each aspect discussed in this overview. This will help you understand the implementation process in greater detail.
  2. Start building: Begin building your embedded analytics application using the insights gained from this overview. Use the provided frameworks and best practices to guide your implementation process.

Remember, this overview is just the beginning. As you progress with your implementation, refer back to our documentation for detailed guidance and support. We're excited to see the innovative solutions you'll create with Visier!