The Future of Reporting: Research Study
The Future of Reporting: Research Study
REPORTING
RESEARCH STUDY
Recent years have seen extensive interest in Technological innovations and their increas- existing solutions. The mix of these and fur-
topics around explorative BI such as advanced ing proliferation are shaping enterprise re- ther developments creates attractive archi-
and predictive analytics. Modernizing and op- porting and BI. Most prominently, machine tecture options and significantly extends the
timizing enterprise reporting – or classical BI learning (ML) enables improvements in var- reach of reporting and BI beyond the borders
– has not been a similar priority for many of to- ious fields. It allows new forms of consump- of internal deployments.
day’s organizations, even though it constitutes tion and interaction with BI content through
the backbone of information supply for de- natural language queries (NLQ) run through Modernizing and optimizing enterprise re-
cision support. It is an increasing challenge for chat-bots and other conversational interfaces porting applications to support shifting and
organizations to deliver high quality yet more on any device. ML allows non-statisticians to increasing demands is vital to continuous-
flexible reporting solutions and applications in leverage advanced and predictive analytics ly deliver trusted information for decision
less time. to detect hidden patterns and correlations in support in rapidly changing environments. This
data, increasing the depth of analyses conduct- study investigates current and future challeng-
Many reporting systems today are failing to ed. Natural language generation (NLG), again es with information delivery and how organiza-
provide adequate support to users while much powered by ML, supports users in understand- tions plan to improve their enterprise report-
of the content created is unused or lacks rel- ing patterns and explains causing factors. ML ing to gain benefits from their data treasures.
evance to the most important business ques- helps users prepare data to enhance reports
tions. Building and maintaining traditional and to select appropriate visualizations in Larissa Baier & Robert Tischler
solutions is expensive and fails to satisfy users visual analysis and dashboards. Cloud, with Würzburg, Germany, June 2019.
in many cases. Today’s data-literate users containerization, APIs, microservices and mo-
want governed and scalable self-service BI bile have been hot topics in BI for some time
functions to answer critical business questions now. Their elevated level of maturity makes
and to get the most out of their data assets. them attractive for an increasing number of
CONTENTS
Management summary.................................................................................................................................................4
04 Inspiring action from data is the holy grail of reporting and BI..................................................20
05 There is a lot to gain from closing the enterprise reporting satisfaction gap.....................23
Demographics...................................................................................................................................................................24
Sponsor profiles..............................................................................................................................................................37
Data management has always been a challenge for companies. The most prominent challenge is to
overcome multiple and conflicting definitions for KPIs which is typically addressed with rigid and strongly
centralized control. Data quality is seldomly handled in source systems in a way that meets the needs of
decision support. As the number of sources, volume and variety of data increase, data-related issues are
felt more strongly. Therefore, state-of-the-art and future-proof architecture concepts and tools are needed
to deal with these challenges.
Managers are a key element in establishing data-based decision-making as the new norm in their organ-
izations. All employees need appropriately prepared information that is easy to retrieve and to grasp.
Especially laggards must catch up on regularly supplying their management and operational staff with
relevant information.
Implement modern tools with intuitive interfaces to simplify content consumption and creation,
allowing more employees to analyze data for relevant patterns and trends to inform their decisions. Make
sure content is easy to understand and retrieve for everyone, make sure it can be consumed anywhere.
Mobile BI apps are supported by most BI tools, yet they are not used pervasively. This will and must
change. With this, we will see a shift in consumer expectations towards more interactive yet guided apps
available everywhere.
Natural language search and queries make BI easy to retrieve and accessible to everyone. The combination
of NLQ and mobile BI is even more powerful and opens new ways of interaction. Deploy NLQ and mobile BI
to equip every employee with actionable insights everywhere.
Easier access and consumption lead to higher information use. Higher use leads to greater benefits and
greater benefits lead to higher use.
It is crucial to simplify data consumption and access for all users to support self-service requirements.
Maintain a comprehensive data catalog to make data treasures easy to find. Linking data to business
metadata is crucial for data governance. Leverage the power of the user community and collaboration to
describe data assets and comment on the data’s use and usefulness.
There is a lot to gain from reporting and BI if all business users can use data to inform their decisions.
Educate and support business users to increase their data literacy and equip them with increasingly valu-
able skills.
Educate your IT and BICC so they can fully occupy their new roles in governed self-service environments.
Their focus will shift from development-oriented tasks to consulting and supporting business users, from
building reports to curating data.
Governed self-service BI is the key to gleaning relevant and timely insights from data– connected and
integrated. Only pervasive standards guarantee a stable foundation for collaboration and content reuse,
making BI efficient and more effective.
Decentralize content creation to support data-driven decision-making in every corner of your organi-
zation. Emphasize data governance measures and deploy tools that support decentralized BI built on a
stable foundation.
If more decisions are based on data, the importance of managers paradoxically grows. It is the managers
who must demonstrate every day that facts trump opinions – even if it is their own opinion.
Managers must be aware of their duty to open the space for discussions based on data to inform deci-
sions. This will include more employees in decision-making and will ultimate lead to better decisions – for
the benefit of the whole organization.
What are the most important distribution channels and reporting types in your company today and in the future? (n=603/602)
4
57% distribution channels
BI functionality integrated in enterprise portals
51%
in use today.
Standardized content scheduled via email/file system
44%
Mobile reports, dashboards and applications
43%
The vision of content distribution for leaders channels is highly important for the success of
and laggards is rather similar, but leaders are enterprise reporting. Mobile access will play
already quite close to what’s pursued. Printed an increasingly important role in that area.
Mobile devices will become reporting will become much less important
the premier channel to while mobile devices will become the premier Leaders take a distinct approach to delivering
consume analytics and BI channel to consume analytics and BI content. information to end users: They offer more distri-
bution channels than laggards to satisfy the needs
content
Mobile front ends are deemed relevant by of all user groups, each with their particular
most participants, but their usage is still rela- requirements.
tively minor. Offering tailor-made distribution
LAGGARDS MUST FAVOR FLEXIBILITY FOR AD-HOC USE OVER STATIC CONTENT
3
48% distribution channels
Ad hoc reports and analyses for quick answers
45%
in use today.
Standardized content scheduled via email/file system
41%
BI functionality integrated in enterprise portals
33%
Besides stronger provision of ad hoc reporting Laggards still rely heavily on pushing static infor-
and analysis capabilities, leaders put greater mation to users. While offering fewer distribution
emphasis on embedding BI functionality in opera-
tional systems to support users with information
channels to choose from than leaders, printing
is the only distribution channel used more
61%
in business processes. frequently.
of laggards rely on printing reports.
MODERN TOOLS ARE VITAL TO ENHANCE USABILITY FOR REPORT CREATORS AND CON-
SUMERS
ML is on the wish list of many organizations but,
despite its potential, it is still only used by a few.
Laggards Leaders Laggards Leaders
The future use of natural language generation
and queries is hard to predict. The technology has
Unsatisfactory 12% 43% 26% 48% huge potential for shifting the perception of inter-
usability for report BI system
in the cloud action with reporting and BI, but many respond-
creators/consumers
ents say that it is not relevant to them.
10% 58% APIs & micro services 9% 43%
Current tools lack
to embed BI in
required functionality
3rd-party solutions
On average, companies have
What are the most important challenges for your enterprise Which of the following technology trends do you use or plan distribution
3.4
reporting environment today? Per leaders/laggards (n=185) to use within your reporting landscape? Per leaders/laggards
(n=173) channels in use
Tackling the challenges of enterprise reporting intuitive and code-free environments to speed
today and
and efficiently offering suitable content distri- up report creation and analysis. Modern tools
bution requires innovative technology. The mo- incorporate artificial intelligence (AI) and machine
dernization of reporting landscapes includes the learning (ML) functionality to simplify analytics distribution
4.1
use of up-to-date front-end tools which help busi- tasks such as data preparation, analysis and
ness users to find insights in a self-reliant manner. report creation. ML can help query data through channels planned
natural language queries, suggest possible steps
in the future
Besides the ongoing demand for fast response when preparing data and analyses or detect
times and performance, business users require hidden patterns.
Which approaches has your organization pursued to enhance Which approaches has your organization pursued to enhance What must be achieved in order to enhance the support of
its reporting? Implemented vs. planned (n=599/599) its reporting? Implemented vs. planned (n=599/599) decisions and decision-makers? (n=603)
As the number and variety of distribution channels Information use is more prevalent in the opera- information and recommended actions comple-
for information is increasing, business analysts tional parts of businesses. Rising demand for ment the features of the source system. Through
must be empowered to create content once and mobile BI and embedded BI indicates that organi- embedding, BI is able to support employees in all
share and reuse it across different channels. zations are increasingly adopting and using infor- departments. BI on mobile devices, large screens
Reusability of visualizations and reports is vital for mation throughout their value chains. and TVs can be used to display information rele-
preventing report explosion in the future. vant to core processes such as production.
Extended use of reports and information implies
their provision on all sorts of devices, leveraging all Leaders emphasize incorporating analytical infor-
Leaders often implement available technologies to provide suitable distribu- mation into all systems to reach and support more
tion channels for more and more users. BI content employees. Embedded BI paves the way to reach
new front ends to support
must be embedded directly in source systems to operational staff with information and facilitate
flexibility inform decisions in operational scenarios beyond data-based decision-making around the organiza-
the information held in a single system. Analytical tion.
Information is spread across multiple front-end tools Organizations invest in modernizing their data
44% management to cope with the increasing number
of sources. Harmonizing and cleansing data from
Reacting promptly to changing demands within the business
42% a plethora of sources to reach the desired level of
data quality causes strain on data management.
Providing correct and relevant data for reporting
What are the most important challenges for your enterprise reporting environment today? Top 5 answers (n=603) is an often-unsolved issue and remains a problem
for many organizations.
When comparing leaders and laggards, leaders Data management is the foundation of every
experience few problems with the tools they use. reporting and BI solution. Diverse needs require
However, front-end tools are causing a lot of user Data is the most critical specialized tools and concepts. A very important
dissatisfaction in laggard companies. Therefore, aspect of every company’s concept to provide a sustainable foundation is a
it is crucial to be equipped with the right tools to central store of trusted data with shared meta-
reporting landscape
enhance reporting and gain advantages in busi- data and business rules where one can find the
ness. right data quickly.
Which approaches has your organization pursued to enhance its reporting in the last 24 months? Top 5 answers (n=599)
Another growing challenge related to the rising Companies also struggle to complement trusted
amount of data sources is finding and using data with new data sources needed for ad hoc
relevant information, ideally via a business user analyses. Concepts for both centralized and
friendly interface. Therefore, technologies support decentralized work with data must mature to
customers in these tasks and offering functions provide organizations with the required level of
for search, cataloging and semantics-building will flexibility in data management and usage.
become more and more important in the future.
A large portion of companies today fail to deliver based on solid evidence from data but rather on To what extent are decision-makers effectively supported by
gut-feeling. Companies that fail to act based on enterprise reporting? Per leaders/laggards and by “always”
value add for decision-making and process opti-
(n=185)
mization through their enterprise reporting. They evidence given, will fail to address the customers
are groping in the dark and so is their manage- most likely to buy their products or will have diffi-
ment – drowning in data but starved of informa- culties optimizing their production processes.
tion. This will deteriorate their position in the market.
Acting based on data is imperative in competitive
Leaders are 3.5x more likely to
Top and middle management are supported well markets and in a complex world. Claims about the always support their top managers
with information in most companies. But laggards usefulness and benefits of enterprise reporting
to support decision-making vary significantly with data for decision-making.
fail to properly support management with data.
Decisions in these organizations are rarely ever between leaders and laggards.
MANAGERS MUST VALUE DATA FOR DECISIONS OVER THEIR OWN OPINION
There is a gap between these groups when
comparing who is always supplied with informa-
Management must encourage data-driven decision-making
tion properly. With a factor above 10x, the gap is
68%
wide for middle and junior managers as well as
Content must be easy to retrieve and understand
64% non-management employees who need to be
supported in operational decision-making. The
Reports/dashboards must be relevant/complete
64% latter group of employees in particular needs
Tools must be easy to use for content creators information to actively take part in organizational
60% development by contributing new ideas and
Analysis of underlying data needs to be easily achievable needed actions based on their front-line experi-
54% ence with customers, suppliers and other busi-
Quick delivery of data from source to report to users ness partners.
52%
Enterprise reporting needs to be trusted Providing managers and operational staff with
49% information will impact decision-making but
Data must be presented in the right format needs additional initiatives to encourage fact-
41% based decision-making at all levels and actions
Content needs to be personalized based on insights gleaned from reporting.
40%
Automated rule-based decisions based on data Organizations agree that management support
27% is a key element for a better information culture.
Improvements in tools, organizational structures
What must be achieved in order to enhance the support of decisions and decision-makers? (n=603) and data management will boost the moderniza-
tion of reporting.
3
TOOLS NEED TO BE Leaders are a step ahead. They say managers
3 MUST BE EASY
TO UNDERSTAND
EASY TO USE must promote data-driven decision-making by
employing it themselves and valuing the evidence-
based contributions of others when considering
their actions.
The online survey was carried out in March and Less than 500
April 2019. It was publicized via websites, events Manager in BI organization 36%
and BARC’s email newsletter with more than 600 18%
500 - 4,999
participants from a wide range of company sizes Developer in IT or BICC
17% 35%
and industries taking part.
Power user in a business department/ More than 5,000
business analyst
INDUSTRY 29%
16%
Manager in business unit
Industry 13% How many employees does your company have? (n=603)
22%
Manager in IT department
Services
11%
20% REGION
CEO
Public sector 7%
18% Europe
External consultant
IT 70%
7%
16% North America
Data scientist
Banking and finance 21%
5%
11% Asia and Pacific
Retail/wholesale/trade Data engineer in a business department
5%
3%
11% South America
Other Casual user in a business department 2%
1% 3% Rest of the world
1%
Which of the following best describes your organization’s
industry sector? (n=603) What position do you hold in your company? (n=603) In which country are you located? (n=603)
Much better
16%
We divided the sample into “leaders” and
“laggards” in order to identify differences in
Slightly better
terms of distribution channels, approaches
32% and challenges in reporting. This division was
made based on the question “How good is your
Similar company’s enterprise reporting compared
to your competitors?”. Companies that are
34%
much better in their enterprise reporting than
their competitors are referred to as “leaders”
Slightly worse (12 percent) while those who are slightly or
13% much worse at enterprise reporting than
their competitors are classed as “laggards” (20
percent).
Much worse
5%
How good is your company’s enterprise reporting compared to your competitors? (n=546)
How satisfied are you with the following aspects of your enterprise reporting? (n=601)
What must be achieved in order to enhance the support of decisions and decision-makers? (n=603)
50% 56%
Content pull, access by users
55% 55%
Ad hoc reports and analyses
21% 46%
Printed standard reports & dashboards
35% 45%
Standardized content scheduled via
email/file system
37% 45%
BI functionality integrated in enterprise
portals
31% 65%
Mobile reports, dashboards &
applications
25% 34%
BI functionality embedded in other
solutions 16% 23%
Big (TV) screen
14% 38%
Data stories & interactive presentations
7% 25%
Large touch screen for collaboration
4% 22%
Smart devices
What are the most important distribution channels and reporting types in your company today and in the future? (n=603/602)
Ideally, what should be the most important distribution channels and reporting types in your company? (n=602)
48% 51%
Increase in data sources / data volumes
42% 48%
Bad data quality in source systems
46% 47%
Lack of skilled (data literate) reporting
personnel
27% 44%
Information is spread across multiple
front-end tools
42% 45%
Timely reaction to changing demands
within the business
36% 38%
User demand for faster response times
26% 32%
Inefficient collaboration between
stakeholders
30%34%
User demand for reduced data latency
23% 30%
Current tools lack required functionality
16% 24%
Unsatisfactory usability for report
creators/consumers
24% 27%
Pressure on greater efficiency in
implementation/ops
1% 1%
No significant challenges
Today In the future
What are the most important challenges for your enterprise reporting environment today and in the future? (n=603/602)
41% 47%
Modernize underlying data management
41% 45%
Given self-service capabilities to more
users
26% 38%
Implemented new front-end tools
36% 44%
Provide reports for new data sources
30% 37%
Reduce number of reports maintained
27% 39%
Harmonize and standardize front-end
tools
26% 37%
Enhanced content with visualizations and
responsive design
25% 27%
Established an iterative BI development
process
22% 31%
Implemented new concept for corporate
reporting
10% 12%
Restricted self-service capabilities to
selected users
4% 7%
No initiatives
Implemented Planned
Which approaches has your organization pursued to enhance its reporting in the last 24 months? / Which approaches is your organi-
zation planning to pursue to enhance its reporting in the future? (n=599/599)
Which benefits and improvements have you gained through the approaches your organization has pursued to enhance its reporting?
(n=555)
Decrease Increase
Business users will build
6% 63%
reports/dashboards for their teams
IT and BICC will build pipelines to
4% 57%
new data sources and curate data
Heavier reliance on automation to
6% 52%
support repetitive/mundane tasks
How will your BI organization and processes change in the foreseeable future? (n=575)
In use Planned
Which of the following technology trends do you use or plan to use within your reporting landscape? (n=559)
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ABOUT SAP
Larissa Baier is a Senior Analyst Data & Analytics Robert Tischler is managing director and sen-
at BARC. She is responsible for the Score product ior analyst at the Business Application Research
line and product manager for the BARC Score En- Center (BARC) Austria. His areas of specialty are
terprise BI and Analytics Platforms. Furthermore analytics and business intelligence front-ends and
she is co-author of various market analyses, in- process-oriented BI applications. He supports
cluding the studies “The BI Survey”, “The Advanced companies in the software selection process, dur-
Analytics Survey” or “BI Manager” as well as a lec- ing the introductory phase and with reviews to
turer on BI topics. She specializes in decision sup- optimize architecture and organization. Robert
porting information systems with a focus on BI has many years of experience as a project man-
front ends. As a consultant, she supports compa- ager of analytics and BI projects, and has hands-
nies in the software selection process as well as in on expertise with many front-end BI tools, as well
strategic BI questions about the BI front end port- as in the backend. He also assists companies with
folio, including architecture and usage scenarios. designing, coaching and implementing reporting,
analysis and planning solutions with a focus on
self-service BI, data discovery, information de-
sign, financial planning & analysis and advanced
planning.