Do you make business decisions based on data from one source? You might as well wear a blindfold and play pin the tail on the donkey.
Learn how to take off the blindfold, make more meaningful business decisions and ultimately grow your ROI by looking at how Business Intelligence (BI) fits into your SugarCRM strategy.
Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.
If you have questions about Sugar, please feel free to contact us.
May 2019: Optimizing Sugar: Tuning Tips for Scale
SugarCRM Mobile 8.0 extends the ability to use drill-through capabilities on any charts with reports to the mobile app.
SugarCRM Hint 5.1.2 is a security update released to address a previously identified security vulnerability.
The Customer Journey Plug-In 5.0 adds the following feature enhancements:
Sugar Resources by SugarCRM
Sugar Resources by W-Systems
Sugar University has gone through a small revamp and now has divided its training into three major sections:
We don’t charge a licensing fee for every tool showcased today, such as dashlets. We would, however, charge you for installation, configuration, etc.
wBenchmark costs $120 per year per license (min. 10 users) plus installation and configuration. For more information, we recommend reaching out to your W-Systems Account Manager to get a quote on all of our BI services.
We do not, but we can set up a few users with the AWS Free Tier, which includes access to Amazon QuickSight as well.
Reach out to us and our consultants will help you configure these dashlets for your specific business needs.
Absolutely! Since Power BI is connected to Microsoft Azure, we would set up a Microsoft SQL Server on Azure and configure the connection to your Sugar instance. Then, we would extract and transform your data, which would allow you to point Power BI to the Data Warehouse as a Data Source.
Yes. We currently use a Windows environment (a Microsoft SQL Server) as our Data Warehouse, but you can also use more complex tools, such as Amazon Redshift.
We use API—more specifically, an in-house Extracting, Transforming and Loading (ETL) tool called wTransit. It connects to the REST Service APIs for Sugar and extracts the data. Initially, we load all the available data (we recommend doing this over weekends to avoid downtime), and then it compares instance data with extracted data on a regular basis.