How Timewax implemented a scalable reporting module in their SaaS application
Posted On 07/01/2021
When clients heavily request a feature that is not core to your SaaS business, how do you go about creating it? Timewax, a Dutch SaaS company in the Project & Resource Management vertical, was confronted with this exact challenge.
Their users’ top feature request? Dashboards and reporting.
In this article, CEO Mark de Jong explains how they tackled this challenge:
Why they added analytics & dashboards to their offering
How they selected an Embedded Analytics software that fulfilled their requirements
Timewax’s mission is to help project-based companies get a handle on time and resources. Their clients are agencies, ICT and engineering companies that work on many complex projects for different customers at the same time. It requires intensive resource planning.
Instead of having to manage projects in spreadsheets, Timewax offers a project and resource management SaaS to manage all projects and resources in a single place. Their easy user interface helps their clients to plan their resources more efficiently. In turn, it saves them time, improves project delivery, and increases productivity.
Why Timewax sought out an Embedded Analytics solution
The activity taking place in Timewax generated a ton of raw data that had the potential to be transformed into insight.
Which projects made the most profit/loss?
Which clients generate the most profit/loss?
Which of our resources are over or underutilized?
How much budget do we have left for each project?
With this information, businesses could make much better planning decisions. However, to get these insights, clients were downloading data from Timewax and analyzing it in Excel. For too many, this is normal behavior in SaaS reporting today.
However, Mark was obsessed with user experience and realized this pushes “analyst” work onto the customer. He saw this as a missed opportunity to create delight with customers and further engagement inside the Timewax product. Eventually, enough customers started requesting analytics inside Timewax and it was time to make a change.
Timewax analytics experience requirements
Mark tried other solutions. He was already using Google Data Studio as a dashboarding tool internally. While it worked for internal dashboards, he quickly found limitations in the ability to embed it in the Timewax application. It wasn’t the right fit for the use case he sought.
Mark had 3 main requirements, or “knock-out criteria”.
1. Embed dashboards in a front-end application
Timewax needed dashboards that would seamlessly deploy into the front-end of their application.
Users can access the dashboards directly inside Timewax (single login)
The dashboards don’t have any external branding
Users can engage with the dashboards interactively
2. Apply internal access rights to dashboards
Given the variety of people and roles involved in complex projects, it was crucial for Mark to have an easy way to set up role-based access rights for analytics features.
For example, a Project Manager will have access to other features and actions in the Timewax platform than a regular employee. Similarly, 2 Project Managers may work in different departments. They have the same access rights, but they can only see the data of their own department.
With Google Data Studio, to achieve the level of access customization they desired, the Timewax team had to recreate redundant dashboards and datasets.
To resolve this, Mark needed a solution that could provide row-level security and access control.
Assigning which user gets access to which dashboards;
Defining which user gets access to which data;
3. No additional user management or infrastructure needed
Another frustration with Google Data studio was creating extra users on top of the extra datasets and dashboards. Creating an extra user access point in Google Data Studio is yet another place for customers to log in.
Mark absolutely wanted to re-use the access rights already set up in Timewax. Not only does it make their client’s experience better, it also saves time for Timewax as a SaaS company:
After trying out different alternatives for embedded analytics, Cumul.io met all of their requirements compared to other BI tools.
Most of the other tools that Timewax evaluated need separate servers, which would impact the entire technology stack. Mark chose Cumul.io because it plugged into his infrastructure, not the other way around.
Implementing Cumul.io and beyond
The Timewax team was able to implement Cumul.io in two months, which was considerably less time than they estimated if they had built it on their own. And most of the time invested was dedicated to preparing the data model. They leveraged Cumul.io’s in-house data solutions team to get up and running quickly. Our solutions team was primarily focused on preparing an analytics data model primed for quick end-user performance.
Timewax has a tiered pricing model and deployed analytics modules to its ‘professional’ and ‘enterprise’ tiers. This approach gives users a strong incentive to move beyond the entry-level ‘kickstarter’ plan. With the middle tier package, customers get access to a standard set of 30 dashboards, whereas the premium tier provides customers with the ability to customize their own dashboards.
Looking back on the past 3 years with Cumul.io, Mark recounts four major benefits.
The first set of benefits impacts how Timewax goes to market.
The sales and marketing team now have a new value driver to promote to their audience, and that comes with an appealing set of visuals that creates a “wow” factor online and in conversations with prospects and customers that didn’t exist before.
The addition of analytics presented monetization potential. Timewax added analytics to its free trial motion which has been a great teaser and incentive for potential customers to advance to higher pricing tiers.
The second set of benefits impacts how Timewax builds the product.
Cumul.io has impacted how product managers build dashboards in a significant way. The product is so easy to use, in some cases they are working directly with customers to innovate and build new chart options together. It has created an opportunity for collaboration and a great feedback loop.
The Timewax team has preserved the time and energy of its engineering team. Since Cumul.io arrived on the scene, product managers can do all the dashboarding work they need without any developer resources. Product managers can respond to analytics requests with an unprecedented response time. Meanwhile, engineers can focus on Timewax’s core feature set.
Mark is also excited about new features like the advanced dimension picker and soon-to-be-released Embedded Dashboard Editor, which has the potential to give Timewax customers unprecedented access to their data and the ability to slice and dice their data as they see fit.