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Nowadays, we have highly specialized tools to work with. This has undeniable pros and the power of this tools make our work stronger, but this myriad of solutions may add some delay to our decisions by switching between tabs, software or just by transferring insights from one app to another.

A business application is a collection of components that provides a business functionality that you can use internally, externally, or with other business applications. These business applications are used to increase or measure productivity and to perform other business functions accurately.

Thanks to LLodi we can create a business data-driven application, that allows you to increase the productivity of your team, by combining operational, integration and analytic capabilities in just one window.

As a proof of concept, we will show you our LLodi Pizza application, that we took to the Innovation Showcase at Qlik Qonnections 2018 celebrated in Orlando.

The use case is creating a sales application that allows the user to create an order based on the previous orders then receiving a confirmation email and being mentioned on Twitter.

We decide to use Salesforce as data source and as the CRM where we will create the orders and Workato as integration tool.

This business application will be located in Qlik Sense, using Qlik analytic capabilities to make our decisions, LLodi to turn decisions into actions and the integration power of Workato to run our workflow.

From the Qlik dashboard the user can design his order, taking decisions based on the previous orders stored in Salesforce. These days instinct is not enough, data-driven decision making help you to get advantage from your competitors. Data leads to insights that you can turn into decisions that improve your business.

Once you made your decisions turn it into actions couldn´t be easier with LLodi. Thank to our forms you can define your actions and get the required data directly from your Qlik app, you can also define some data entry fields to complete your insights with the user experience.

Using hidden fields, we can send to Salesforce all the information about the selected toppings and dough in our pizza and relate them to the applicable price book, we can also retrieve all the required personal data to create order, send the email and the Tweet.

There is no need to copy the information to one tab to another or even leave your Qlik dashboard; Directly from Qlik, working smarter and saving time (and money) in the process.

In this case we are using Workato to run our workflow, automating tasks and getting the work done faster.

But that´s not all, after doing your actions the extension can reload your data. “Close the circle” thank to our write-back capabilities and work always with updated data.

As you can see build a business application in Qlik with LLodi is easy, and provides you a boost in productivity and quickness, allowing your team to take advantage of new opportunities and improve the company’s efficiency.

Introduction to LLodi

About This Guide
Welcome to the complete guide to getting started with LLodi. Learn how to integrate LLodi for Qlik Sense and automate workflows with Zapier,“no code required”.

Who Is This Guide For?
Technical and non-technical users, new users to LLodi, and anyone who uses Qlik Sense for the analysis of their data.

Table of Contents

-1- Custom LLodi Forms for Qlik®.

With the LLodi platform, companies can display and connect the analysis of their data, processes and business applications in a single interface, boosting their employees’ productivity and letting them do what they do best. Create a LLodi Free Account.

-2- Create a Zapier Account and your first Zap.

Zapier offers a free trial for 14 days, which allows you to create any process without limits of steps or applications. https://zapier.com/signup. After creating the account, you have access to the platform in order to create your first Zap. In the Explore option, all possible applications that can be used are displayed. If you select Salesforce, you will see some pre-configured zaps and if we keep scrolling down, a box appears with the different actions that this connector allows.A Zap can take several steps. If you create a Zap to be integrated into a LLodi Form, in the first step you will always have to select the “Webhooks by Zapier” app.In the “Choose Trigger” section mark the “Catch Hook” option – Continue
Set up Webhooks by Zapier Hook – Continue
The following screen appears, with the address “webhook url”. When you press OK, Zapier will wait for a test.

The address “Webhook URL” should be copied in the URL field of the Custom Forms that we are going to create. Add the name, the type, in this case Zapier and click on the insert button. 

If you know the fields to create the action, you can click on the gear and enter “Show form Fields” to add and configure the different fields that will later be used in the form and sent to Zapier.

If you do not know the fields, access the Zap in Zapier and select App in the second step, choose Salesforce (Slack, Mailchaimp, Google Shett, etc) and all available actions appear. Tag “Create Task”, click on the continue button (Zapier will ask you to connect your Salesforce account) and later a screen with all fields that you need in Salesforce will appear to create the task.

More help “Creating a Zap” in Zapier.

Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?

-3- Create a Custom Form and fields.

If you already have a Workflow (Zapier, Workato, Scribe Online or Custom Integration), you can create your own forms to be used with LLodi.

This LLodi App lets you register new workflows just by adding a name and URL (WebHook, endpoint).
You can also see the workflows you have already registered, edit the LLodi Fields and their attributes and delete them.
Once you register a workflow you will be guided to the page to create/edit your LLodi Fields, in the option “Show form fields”

At first the URL field can be empty, until the workflow has been created in the chosen tool. At that time, it will be mandatory to enter the WebHook address or the endpoint.

Input Text (the field number is defined as text)
Input Area
Input Select
Input Select Combo
Input Check
Read Only
Hidden

All Check type fields (Input Check, Multi Check) are default false.

Placeholders
You can edit the Placeholders for every text and area type field.

Labels
You can edit the Labels for every field that is not hidden.

After creating the fields in LLodi, return to the Custom Forms screen and click again on the gear, on this occasion you will have to access the “Test Form” option of the gear to run the test. This process will connect LLodi and Zapier, and in the previous screen, you will be able to join each Salesforce field with a field of LLodi.

It’s time to add the extension on your Qlik platform and configure the new worflow.

-4- Qlik Sense Extension

Download the extension.
Install the extension in your server or your desktop version.
Drag and drop the extension into the dashboard.
Introduce the GUID of the LLodi Map you are going to use.
Fill up the LLodi Fields.
Fill up the monitoring fields.
Custom the style of the LLodi Form.
Check out some Useful Formulas

At the moment you can only use one LLodi Form in each tab. But we are working on it!
You have the possibility to use the same extension for different forms. Ask our support team.
SenseField Feature: With Qlik Sense you can just select one existing field to fill up a selector.

Keep in mind:

The default value for the fields App id, App Name and Current Selections are DocumentName(), DocumentTitle() and GetCurrentSelections(). Make sure you check it before you start working with your LLodi Workflow. You may need to select it and press Enter to force Qlik Sense to evaluate those formulas.
In some cases a Workflow may get you back a selection. In those cases a button “Select” will be displayed besides your Response.

-5- Qlik Connector 

The new connector allows to integrate the insights automatically into workflows of the main tools of data integration directly from your own Qlik® Sense or Qlikview® script.

Instructions
Install the Connector.
Create a new connection using your LLodi credentials.
Complete the script with the following format:
SELECT *
FROM [LLodiFormName]
WITH GUID [GUID]
WITH FIELDS (
[key] “value”,
[key] “value”
);

Start Take Actions on your Data Analysis. Create a LLodi Free Account.

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Trello allows you to capture different “cards” and organize them into lists and boards. Use it to plan complex projects, its beauty is in the flexibility. Trello can be adapted to fit your workflow or your team, so you can use anyway you need to.

Now with LLodi for Trello, Qlik users will be able to write a new comment on a specific card, adds one or more members to a specific card, create card, update card, create List, creates a new checklist item in a card, etc.

Design your first Trello Action creating your own Custom Form on LLodi Product and Workflow with a few clicks on Zapier.

Create a LLodi Free Account.

Zapier “Connect Your Apps and Automate Workflows” www.zapier.com

Zapier is one of the leading applications to automate easy-to-use cross-application workflows for both business and IT users. Ideal for developing simple processes (Zaps) with more than 750 applications.

Zapier offers a free trial for 14 days, which allows you to create any process without limits of steps or applications. https://zapier.com/signup

After creating the account, you have access to the platform in order to create your first Zap. In the Explore option, all possible applications that can be used are displayed. If you select Trello, you will see some pre-configured zaps and if we keep scrolling down, a box appears with the different actions that this connector allows.

 

A Zap can take several steps. If you create a Zap to be integrated into a LLodi form, in the first step you will always have to select the “Webhooks by Zapier” app.

In the “Choose Trigger” section mark the “Catch Hook” option – Continue
Set up Webhooks by Zapier Hook – Continue
The following screen appears, with the address “webhook url”. When you press OK, Zapier will wait for a test.

The address “Webhook URL” should be copied in the URL field of the Custom Forms that we are going to create. Add the name, the type, in this case Zapier and click on the insert button

If you know the fields to create the action, you can click on the gear and enter “Show form Fields” to add and configure the different fields that will later be used in the form and sent to Zapier.

 

If you do not know the fields, access the Zap in Zapier and select App in the second step, choose Trello and all available actions appear. Tag “Create Card”, click on the continue button (Zapier will ask you to connect your Trello account) and later a screen with all fields that you need in Trello will appear to create the card.

Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?

After creating the fields in LLodi, return to the Custom Forms screen and click again on the gear, on this occasion you will have to access the “Test Form” option of the gear to run the test. This process will connect LLodi and Zapier, and in the previous screen, you will be able to join each Trello field with a field of LLodi.

More help “Creating a Zap” in Zapier.

it’s time to add the extension on your Qlik platform and configure the new worflow.

Qlik Sense Gmail: LLodi gives you the power to integrate Gmail with your Qlik Insights.

Let’s say that you are analyzing the clients you haven’t seen in the last three months and you wished to send an email in order to request a follow-up meeting or you are analyzing the clients that have not asked for support in the last week regarding a certain aspect and you wished to invite them to a training session.

Design your first Gmail Action creating your own Custom Form on LLodi Product and Workflow with a few clicks on Zapier.

Create a LLodi Free Account.

Zapier “Connect Your Apps and Automate Workflows” www.zapier.com

Zapier is one of the leading applications to automate easy-to-use cross-application workflows for both business and IT users. Ideal for developing simple processes (Zaps) with more than 750 applications.

Zapier offers a free trial for 14 days, which allows you to create any process without limits of steps or applications. https://zapier.com/signup

After creating the account, you have access to the platform in order to create your first Zap. In the Explore option, all possible applications that can be used are displayed. If you select Gmail, you will see some pre-configured zaps and if we keep scrolling down, a box appears with the different actions that this connector allows.

 

A Zap can take several steps. If you create a Zap to be integrated into a LLodi form, in the first step you will always have to select the “Webhooks by Zapier” app.

In the “Choose Trigger” section mark the “Catch Hook” option – Continue
Set up Webhooks by Zapier Hook – Continue
The following screen appears, with the address “webhook url”. When you press OK, Zapier will wait for a test.

The address “Webhook URL” should be copied in the URL field of the Custom Forms that we are going to create. Add the name, the type, in this case Zapier and click on the insert button

If you know the fields to create the action, you can click on the gear and enter “Show form Fields” to add and configure the different fields that will later be used in the form and sent to Zapier.

If you do not know the fields, access the Zap in Zapier and select App in the second step, choose Gmail and all available actions appear. Tag “Send Email”, click on the continue button (Zapier will ask you to connect your Gmail account) and later a screen with all fields that you need in Gmail will appear to create the mail.

Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?

After creating the fields in LLodi, return to the Custom Forms screen and click again on the gear, on this occasion you will have to access the “Test Form” option of the gear to run the test. This process will connect LLodi and Zapier, and in the previous screen, you will be able to join each Gmail field with a field of LLodi.

More help “Creating a Zap” in Zapier.

it’s time to add the extension on your Qlik platform and configure the new worflow.

Qlik Sense Salesforce: The Salesforce® Widget for Qlik® allow add opportunities, leads, contacts, and cases from your Analytic App. Supercharge productivity by creating an app that combine analytics and actions.

Design your first Salesforce Action creating your own Custom Form on LLodi Product and Workflow with a few clicks on Zapier.

Create a LLodi Free Account.

Zapier “Connect Your Apps and Automate Workflows” www.zapier.com

Zapier is one of the leading applications to automate easy-to-use cross-application workflows for both business and IT users. Ideal for developing simple processes (Zaps) with more than 750 applications.

Zapier offers a free trial for 14 days, which allows you to create any process without limits of steps or applications. https://zapier.com/signup

After creating the account, you have access to the platform in order to create your first Zap. In the Explore option, all possible applications that can be used are displayed. If you select Salesforce, you will see some pre-configured zaps and if we keep scrolling down, a box appears with the different actions that this connector allows.

A Zap can take several steps. If you create a Zap to be integrated into a LLodi form, in the first step you will always have to select the “Webhooks by Zapier” app.

In the “Choose Trigger” section mark the “Catch Hook” option – Continue
Set up Webhooks by Zapier Hook – Continue
The following screen appears, with the address “webhook url”. When you press OK, Zapier will wait for a test.

The address “Webhook URL” should be copied in the URL field of the Custom Forms that we are going to create. Add the name, the type, in this case Zapier and click on the insert button

If you know the fields to create the action, you can click on the gear and enter “Show form Fields” to add and configure the different fields that will later be used in the form and sent to Zapier.

If you do not know the fields, access the Zap in Zapier and select App in the second step, choose Salesforce and all available actions appear. Tag “Create Task”, click on the continue button (Zapier will ask you to connect your Salesforce account) and later a screen with all fields that you need in Salesforce will appear to create the task.

Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?

After creating the fields in LLodi, return to the Custom Forms screen and click again on the gear, on this occasion you will have to access the “Test Form” option of the gear to run the test. This process will connect LLodi and Zapier, and in the previous screen, you will be able to join each Salesforce field with a field of LLodi.

More help “Creating a Zap” in Zapier.

it’s time to add the extension on your Qlik platform and configure the new worflow.

Integrated Workflows. Running as a “digital business” is an objective of many companies. It means digitizing and automating many more processes than a traditional business. That requires automation that can execute a process that is multi-step and multi-system in most cases. It’s exactly the kind of solution highlighted recently in a webinar Scribe produced on BiyCloud’s LLodi solution (watch it here). First of all, let’s be clear, LLodi is a breakthrough in analytics. It allows analysts to initiate actions from within interactive dashboards from Qlik, Tableau, and Microsoft Power BI. Imagine using an interactive dashboard to explore your data set, having an “aha moment” that a product is highly price sensitive and then launching a new price promotion in a specific region – simply by clicking a button and entering a few parameters from that very same dashboard. All the system coordination required to make it happen then happens automatically, including the creation of the campaign in your Salesforce CRM or the assigning of tasks to specific sales reps. LLodi brings “interactive analytics” to a new level, allowing analysts to drive change as soon as they reach their conclusions. (Read the BiyCloud case study).

Read the full post on Scribe Software’s blog

FREE Workflow that includes use of our Qlik extension (available for QlikView and Qlik Sense) to register and then analyse how the end BI users find and discover insights, take actions and set their goals.

Business applications often lead a user to insights, but fail to provide a means to act on those insights. Users are often forced to access other applications or even take a series of manual, offline steps to initiate any sort of business change.

LLodi has addressed this issue for interactive business intelligence applications from Tableau, Qlik and Microsoft Power BI by adding in-app controls that empower the user to initiate real-time workflows with the click of a button whenever insights are discovered.

Watch this webinar to learn:

How BiyCloud’s LLodi service is improving analytic results for Tableau, Qlik and Microsoft Power BI users
How Scribe’s Request/Reply capability can be used to add real-time, event-driven workflows to your applications

Watch the On-Demand Webinar!

New LLodi Cloud Service Enhances Interactive Dashboards from Qlik, Tableau and Microsoft Power BI with Controls to Initiate Real-time Workflows Whenever Insights Are Discovered.

Interactive dashboards and analytics have emerged as a preferred way for today’s business professionals to gain the insights they need to effectively meet evolving customer demands and drive revenue. But these same dashboards often fail to provide a means to act on the insights they deliver. Instead, business decision makers and analysts typically need to separately access CRM, marketing automation, ERP or other business systems to act on the analytics insights discovered in their business intelligence (BI) tools – which can delay or even prevent meaningful business improvements.

BiyCloud, a global leader in BI services in the cloud, set a goal to address this gap. They saw an opportunity to transform BI/analytics processes by creating closed-loop, completely interactive analytic systems that could seamlessly trigger workflows and actions in other business systems. BiyCloud selected Scribe Online, Scribe Software’s integration platform as a service (iPaaS), to build its interactive data intelligence integration solution. This solution turns analytics dashboards from leading BI providers such as Qlik, Tableau, and Microsoft Power BI into bi-directional interactive analytics systems, which empower users to initiate actions in other business systems directly from their BI tool of choice. The result is BiyCloud’s LLodi – a cloud-based, connected data intelligence solution, delivering real-time integrations with direct impact to the business.

Business Intelligence: Interactivity Leads to Competitive Advantage

Over the past decade, business intelligence systems have evolved from static reporting systems to include interactive visualization tools and dashboards for exploration and data discovery. Tableau, Qlik, and Microsoft Power BI became leaders in this field because they reduce the cost and time to create analytics and give business users the ability to explore data freely, without being limited by static views or fixed filtering criteria.

The result: more people than ever have access to business data, and have far more powerful analytic tools at their fingertips. In addition, the companies that have embraced these interactive analytics have become more agile and have more opportunities to gain competitive advantage. They use interactive analytics in areas such as customer segmentation, product innovation, and sales and marketing performance, while competitors that have not embraced interactive analytics can suffer from a lack of customer insight and slower response times.

A Glaring Gap: Data Intelligence Integration

Interactive dashboards, however, are only as powerful as the data they hold, so companies that can easily assimilate data from multiple sources into their dashboards ultimately get the best insights. Even still, a glaring gap still exists for many BI users – data interactivity doesn’t automatically translate to an ability to respond to those insights in real time.

“Business intelligence tools have become more interactive, but far too often they are still leading people down a dead-end road,” said Juan Hortal, CEO of BiyCloud. “We hear all the time from organizations that they want the ability to act on their discoveries directly from the interactive dashboards instead of having to go outside of the business intelligence tool to take action. We saw this as a critical deficiency in BI, but also an opportunity to add great value.”

Making Interactive Dashboards Bi-directional with LLodi and Scribe

BiyCloud set out to make interactive dashboards into bi-directional systems, using data integration to not only bring data into the analytics from multiple sources, but also to give users the power to send action requests out to other systems directly from the dashboards.

“We were familiar with the Scribe iPaaS because of its ability to quickly get data flowing in real-time between important business systems such as Salesforce, Microsoft Dynamics CRM, SAP, and Netsuite,” said Nacho Bibian, Head of Operations, BiyCloud. “Scribe’s focus on ease of use and agility was a perfect fit for the expectations of customers using interactive dashboards from Tableau, Qlik, and Microsoft Power BI.”

Scribe’s Request/Reply capability, which is used to develop event-driven integration flows, gave BiyCloud the ability to add controls to Tableau, Qlik, and Power BI dashboards that could initiate actions within the source systems.

“Scribe’s Request/Reply capability is very powerful. With it we give users the ability to act on insights immediately when they make a discovery,” said Nacho Bibian. “Scribe gave us the power to create a host of workflows requested by our users, including workflows that reach out to other business systems to exchange data, create tasks, or spur other actions. Now, with just a single click, users can drive action in multiple systems without ever having to contact IT or even leave the dashboard that fueled their decision. That kind of immediacy is what inspired us to build LLodi.”

LLodi is a SaaS-based solution that can be added on to any BI application, requiring no modifications to the BI application itself. It consists of a widget to handle communication between the application and other systems of interest, as well as a platform to manage, control, edit and monitor the business processes that the widget initiates. The Scribe iPaaS actually manages the bi-directional data flow between the BI application and other systems and orchestrates the workflows requested by the user. The combination of LLodi and an interactive visualization or dashboard allows business users to discover new insights and quickly act on those insights to improve data quality or business performance.

Two examples of LLodi in action include:

1. A sales manager uses a Qlik dashboard to analyze aggregated sales performance data. Based on the data, he decides to boost sales in one region by running a new promotion. Using the LLodi widget on the dashboard, he enters the Product Category, Region, Discount Level, and Promotion Duration in days. When he pushes the Submit button, LLodi creates a campaign in Salesforce, and within the campaign it creates a task for each sales representative in the region and an opportunity for each account in the region. LLodi also inserts details taken from the BI application, such as the probability of success and the expected revenue. Previously, to achieve the same outcome, the sales manager would have signed into Salesforce and manually setup the campaign and each task and opportunity.

2. A marketer uses Tableau to analyze sales data and segment accounts based on a recency, frequency, and monetary (RFM) analysis. Once the marketer determines the rating for a specific account, she clicks on the LLodi widget, enters the rating for the account and hits Submit. LLodi sends the request to Microsoft Dynamics CRM to update the Rating Group of the account with the correct value. It is a seamless workflow that allows the marketer to enhance the data in the source system without having to leave the dashboard or her analysis process.

Integration is a Critical Success Factor: Scribe Software

The driving force of LLodi is its ability to integrate among leading business intelligence systems and business and marketing operations systems. Scribe’s Web API also allows LLodi to get data from on-premises and cloud systems into and out of business intelligence tools in near real-time.

LLodi comes with a library of pre-configured workflow elements for Tableau, Qlik, and Power BI partners who want to add LLodi’s actionable components to the dashboards they create for clients. It is also available to Integration Partners that want to develop custom workflows or unique industry solutions. In either case, the combined BiyCloud and Scribe solution is intuitive enough to empower non-technical users to configure and analyze data without being programming experts.

LLodi’s Benefits

For customers:
• User Independence: Empowers business users to initiate actions in other systems, such as fixing incorrect data or creating tasks for sales representatives, without IT support.
• Improved Agility: Transmits real-time decisions to marketing, sales, operations, and other systems for immediate action.
• Easy Setup: Ability to add actionable controls to any existing interactive dashboard from Tableau, Qlik, and Power BI. Requires virtually no modifications to existing dashboards.

For partners:
• A Powerful Ecosystem: LLodi can initiate workflows in dozens of leading applications, so business intelligence partners have unending opportunities to create custom solutions.
• A Customizable Widget: The heavy lifting is already done. Business intelligence partners simply customize aesthetic elements (labels, folders, etc.) and make the widget available to customers.
• Extended Integration: Leveraging BiyCloud’s template, integration partners can create their own maps and extend the solution into other applications to meet a more varied set of needs for their clients.
• A Value Add: For all partners, LLodi provides the opportunity to create new revenue streams quickly and easily.

Qlik’s technology is advancing incredibly fast in order to meet organization’s expectations which, as had never been before, combine data with powerful visualizations to impulse their businesses.

Apart from that, the typical business management tools incorporate modules that allow to develop some phases of the project Analytics, looking to combine in an only place operations and analysis. There can be found clear examples in Salesforce, Microsoft Dynamics, Marketo or Netsuite.

This attempt is still not enough because it doesn’t explore the multiple possibilites that today’s Qlik’s platform technology is allowing: Big Data, Self Service, Data Integration, Data Management and Governance, API, cloud, etc.

From our point of view and taking more and more into account the necessity to offer the user an environment in which he/she can integrate intelligence and operations, analytic applications the way we know them are in their way to extinction.

The companies require a conversion of their Dashboards into data based applications, in which they can combine data with powerful visualizations and act in real time on those very data. That’s the moment when Llodi comes into play: the first Data Intelligence Integration cloud platform that promotes and automates business processes based on data analysis.

Up until now, integration tools have provided the service to create a unique image of corporate data, to be later exploited with analytical solutions. Now, thanks to LLodi, supported on the powerful integration platform of Scribe Online, the circle is closed performing operations that act directly on the main data origins.

In Qlik’s case, Llodi is integrated through an extension directly integrated in Qlik’s applications or web applications. (Qlik Market)

Llodi allows us to integrate analyzed data or even the very analysis with the original sources, convert processes within the application and transfer and transact in other areas.

How is this reflected in the corporate everyday?

After the analysis, the user combines intelligence with real time execution of an action, creating or modifying the data in management applications.

Good examples for this are sales applications, billing, automation of marketing actions, etc.

The new Analytics era begins.

We recommend you to play the webinar where we explain a practical case of application creation in Qlik Sense with Salesforce integration.

Seeing you soon,

Llodi team.

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