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Panintelligence Software Partner Event, Thursday 23rd November 2017: Roundup of Aims and Outcomes

Agenda on the Day

 09:30 – 10:00  Coffee & Registration
 10:00 – 10:05  Welcome & Introduction
 10:05 – 11:05  The Latest: What’s new since last October
 11:05  11:20  Coffee break
 11:20  11:35  Inspire – Tribal Case Study: A Full-scale Integration
 11:35 – 12:30  Prioritising the Pi Product Roadmap
 12:30 – 13:15  Buffet lunch
 13:15  13:30  Inspire – Scan Coin Case Study
 13:30 – 14:05  MoSCoW Group Workshops: Priorities Roadmap
 14:05 – 14:25  Pi Analytics: The Story so Far and Beyond
 14:25  14:40  Coffee break
 14:40 – 15:00  Intro to Pi Testing and customer-specific testing
 15:00 – 15:30  Usability Feedback Session
 15:30 – 16:00  Roundup, Conclusions, and Actions
 16:00  Close and Networking

The Aims of the Day

The overarching aim of the day was to obtain input into the Panintelligence roadmap from our partners. We hoped that everyone (Panintelligence and partners) would feel inspired and leave the day feeling informed.

What Happened

Partner Presentations

There were two great partner presentations from Stephen Gardner of Tribal and Luca Zanotti of Scan Coin, which covered extensive product integrations and usage. For a summary of the Tribal presentation click here and to view the Scan Coin case study click here.

Product Catch-up

Product additions and improvements over the last year were highlighted by the Development Team.

The Product Roadmap

Product improvements that Panintelligence are considering were introduced, and delegates voted on what they considered to be most important for them.

Any additional items that the delegates felt should be considered were included. At the start of the day, delegates were allocated five poker chips, which they could disperse however they wanted over each of the roadmap items to cast their votes. The results are shown below.

Product Roadmap Voting Results:

Panintelligence Analytics

Pi Analytics was presented alongside the current build of the product, and what our intentions are going forward. Panintelligence recently debuted Pi Analytics in the Netherlands, where we took part in a Hackathon with one of our partners, Exact, the leading global Finance and ERP software company. For a video demo of Pi Analytics, click here.

Getting More Detailed

We then asked the delegates to tell us more about their top three roadmap features. This was achieved by facilitating feedback sessions for each of the features and considering the following questions:

Here is the input that the delegates provided:

Analytics

Highlights:

  • Combine with, and get alerts
  • Snapshots of changes over a time interval
  • Auto generate KPIs from analytic results
  • Show results using different chart types
  • Colour code characteristics depending how statistically relevant they are

Reporting

Highlights:

  • Single / multiple page static reports emailed
  • Triggered by KPIs
  • Include schedule information through API
  • Use dashboard scheduler to trigger items in other systems
  • Different drilldowns in report – exploded charts!
  • Annotate data
  • Audit reports
  • Different delivery types, e.g. Excel, csv, call URL, etc.

Style Editor

Highlights:

  • Edit styles for branding
  • User-specific styling
  • Have base style and override for specification, e.g. all tables then change a particular table
  • Save as – templating to be saved and reused
  • Live editor/preview
  • Styling access is a user privilege
  • Styling based on client (screen size etc.)

Usability

One of the major product features that has been implemented in the last year is the Chart Editor in the HTML application. We took this opportunity to do some usability testing with the delegates, who had varying experiences with the interface, some having never used it, while others used it daily.

We also included usability testing of the new Schedule Editor in the HTML application as part of this. Delegates were asked to complete a number of tasks and any issues were recorded.

This was a really useful session, which will improve the usability of each feature. We also intend to continue to facilitate feedback on the beta (Chart Editor) and alpha (Schedule Editor) components.

Conclusion

We considered the event to be a huge success in terms of what we got out of the day and we really hope that those who attended enjoyed the day too.

It has certainly given us lots of food for thought and will serve as a basis for planning future product improvements. Thank you to everybody who came.

P.S. Well done to Mike Fisher from Tribal, who was presented with the prize of an Amazon Echo for his input into the sessions and his tweets.

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