Embedded Analytics Integration Checklist

{"Title":"Embedded Analytics Integration Checklist","IntroductionHtml":"

Use this checklist to plan and track embedding analytics inside operational apps and workflows. Check items as they are confirmed, assign owners and dates, capture risks and next steps, and save the result as part of your team’s improvement record. The form focuses attention on decisions that determine whether embedded analytics will be useful, timely, secure, and adopted by the people who must act on the insight.

","SubmitLabel":"Save checklist","SuccessMessage":"Checklist saved.","DataType":"EmbeddedAnalyticsIntegrationChecklistResponse","SchemaVersion":1,"Fields":[{"Key":"respondentName","Type":"text","Label":"Your name","HelpText":"Who is completing the checklist."},{"Key":"teamOrProduct","Type":"text","Label":"Team / Product","HelpText":"Team responsible for the integration."},{"Key":"userPersonas","Type":"checkbox","Label":"User persona mapping completed","HelpText":"Select the primary personas the embedded analytics will serve.","Options":[{"Value":"operator","Label":"Operator"},{"Value":"supervisor","Label":"Supervisor"},{"Value":"analyst","Label":"Analyst"},{"Value":"manager","Label":"Manager"},{"Value":"externalPartner","Label":"External partner / customer"}]},{"Key":"decisionOwners","Type":"text","Label":"Decision owner(s)","HelpText":"Who will act on insights surfaced by the embedded analytics (names or roles)."},{"Key":"primaryDecisions","Type":"textarea","Label":"Primary decisions enabled","HelpText":"Describe the specific decisions or workflows this embedded analytics will support (example: restart line, dispatch maintenance, approve order)."},{"Key":"dataLatencyNeeds","Type":"select","Label":"Data latency requirements","HelpText":"Choose the appropriate balance between freshness, complexity and cost.","Options":[{"Value":"real-time","Label":"Real-time (<5s)"},{"Value":"near-real-time","Label":"Near real-time (5s–2m)"},{"Value":"nearline","Label":"Nearline (2m–15m)"},{"Value":"batch","Label":"Batch (>15m)"}]},{"Key":"expectedLatencyMs","Type":"number","Label":"Target latency (ms)","HelpText":"Optional numeric target for end-to-end latency."},{"Key":"cachingStrategy","Type":"select","Label":"Caching & aggregation strategy","HelpText":"How will you reduce load and meet latency targets?","Options":[{"Value":"edgeCache","Label":"Edge caching / CDN"},{"Value":"aggregations","Label":"Pre-aggregations / rollups"},{"Value":"materializedViews","Label":"Materialized views / summary tables"},{"Value":"noCache","Label":"No cache / direct queries"}]},{"Key":"apiContractReady","Type":"yesno","Label":"API contract and embedding method defined","HelpText":"Has the API contract, schema, and embedding approach been documented?"},{"Key":"embeddingMethod","Type":"select","Label":"Preferred embedding method","HelpText":"Choose the method that fits your product's security and UX needs.","Options":[{"Value":"iframes","Label":"Iframe / embed"},{"Value":"sdk","Label":"Client SDK / library"},{"Value":"backendProxy","Label":"Backend-proxy render (server-side)"},{"Value":"visualLibrary","Label":"Native visualization library integration"}]},{"Key":"ssoAndAuthorization","Type":"yesno","Label":"SSO & fine-grained authorization configured","HelpText":"Is authentication integrated and row/column-level authorization planned?"},{"Key":"securityPrivacyReview","Type":"yesno","Label":"Security & privacy review completed","HelpText":"Has a formal review covered data leakage, PII, encryption, and access controls?"},{"Key":"mobileResponsive","Type":"yesno","Label":"Mobile & responsive UX considered","HelpText":"Are layouts and interactions considered and tested for mobile contexts?"},{"Key":"instrumentation","Type":"yesno","Label":"Instrumentation of in-app interactions planned","HelpText":"Will you record interactions (views, clicks, filters) to measure adoption and surface improvement opportunities?"},{"Key":"maintenanceTelemetry","Type":"yesno","Label":"Maintenance & telemetry for embedded components planned","HelpText":"Are health metrics, errors, performance traces, and upgrade paths defined?"},{"Key":"privacyDataRetention","Type":"textarea","Label":"Privacy & retention notes","HelpText":"Document retention, anonymization, consent, or regulatory constraints."},{"Key":"operationalRisks","Type":"textarea","Label":"Known risks and mitigations","HelpText":"List risks (latency, cost, exposure) and planned mitigations."},{"Key":"adoptionPlan","Type":"textarea","Label":"Adoption & change plan","HelpText":"How will you drive adoption? Include training, decision rights, alerts, playbooks, or incentives."},{"Key":"owner","Type":"text","Label":"Checklist owner","HelpText":"Person responsible for completion and follow-up."},{"Key":"dueInDays","Type":"number","Label":"Target days to complete","HelpText":"Number of calendar days to reach the next implementation milestone."},{"Key":"additionalNotes","Type":"textarea","Label":"Additional notes & links","HelpText":"Links to design docs, tickets, dashboard IDs, or mockups."}]}