Top 3 Ways to Integrate, Embed, and White Label Yurbi into Your Software Application

We hear from a lot of businesses that want to utilize BI software for a specific reason. Many of them are Software Vendors or OEMs that want to integrate, white label, and embed Yurbi’s dashboards, analytics, and reports under their brand. Or they want to make it easier for their team to build and deploy reports and dashboards to their customers, so they don’t have to burden their developers with additional tasks. Others need a complete package that requires heavy API programming for advanced features and customization.

In the end, we often see a hybrid combination of use cases, each vying for different pieces of BI software to work into their business process (without breaking the bank due to excessive $).

We’ve built Yurbi to be easy and powerful so we’re happy when we can offer an affordable solution, no matter what our partner’s requirements are. We typically recommend 3 different ways to integrate and embed Yurbi into your application.

Each integration route can be approached as a separate phase, too. Depending on your time and resources, you may want to start with Phase 1 below. Over time you can build into Phase 2, and if you seek even deeper, seamless integration, Phase 3 has everything you need.

#1: Branded Portal Approach

One of our partners had a great term for this, the loose coupling approach. This is the fastest way to integrate Yurbi into your application. We designed and built a modern, user-friendly interface that can be easily leveraged and customized. At this stage, you’re adding light branding and API integration, such as single sign-on. Simply build your reports, set up user profiles and deploy. It’s a fast way to get a solution into your customer’s hands without needing a lot of developer experience.

And because Yurbi is deployed on your servers and not hosted by us, you can make the experience for users a natural one as they transition from your software to ours.

Click here to download “Top 5 Challenges of Embedded Reporting”

#2: Embedded Integration

This is where most of our partners start. In this phase, you’re embedding Yurbi’s dashboards and reports directly into the web pages of your application, which can then be viewed by your customers. They’ll see Yurbi’s reports, but not Yurbi itself since you can customize everything to blend into your application. Unlike Phase 1, this requires a bit more developer experience, but with a little CSS know-how, you can add the stylesheets of your business or brand across Yurbi.

Out of the box, we give you an extremely easy way to embed Yurbi dashboards and reports into your application.  And because all our front-end code is editable and free for your developers to review, you can see how we leverage our APIs to make the embeddable objects even more integrated than just an iframe.

We also support Custom Javascript in Yurbi, so you might limit or add features in this phase. And this is where automation, such as automatic provisioning of new users in Yurbi get a  focus, which requires API programming but your developers have unlimited access to our Customer Success team to help them.

#3: Seamless Integration

At this phase, you likely have an interface of your own with well-defined controls, enhanced data presentation, and customized options for screen, layout and interface design. Now you’re using Yurbi as your data engine.

Using our API, we give you access to secure datasets based on who’s logged in as a user, making it much easier for your team to take advantage of the benefits of building new datasets and applying security. On the front-end, you have the ability to take a dataset and apply it to any control, style or output. You do what you want with it.

Advanced features like the scheduler and email alerts can be baked into your interface via our API as well.

Bottom Line

We designed Yurbi with the idea that it would work with partners wherever they may be in their business journey. From both a feature and price perspective, we provide an easy way, like Phase 1, to get started when resources are limited. But the backend of Yurbi is a powerhouse in terms of API and security features, something that appeals to those customers looking for a more seamless integration.

On top of all that, you can talk to our Customer Success team at any time. We’re here to support you through your integration and development efforts, and we refuse to send you to some murky documentation website where you have to learn how to do it yourself.

Contact us to learn more about integrating BI software into your application. Or request a demo of Yurbi and we’ll see if it’s the right solution for you.

Click here to download “Top 5 Challenges of Embedded Reporting”

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