WordPress and Business Intelligence

Apr 20, 20161 like1,642 views

What is Business Intelligence, and how can we plan for data and reporting when creating WordPress sites? This is a talk given at the East Bay WordPress meetup, and features sample SQL for creating reporting tables in WordPress.

www.techliminal.com | info@techliminal.com
Copyright (c) 2016 Tech Liminal LLC.
WordPress
Business Intelligence
Anca Mosoiu

East Bay WordPress Meetup

April 17, 2016

www.techliminal.com
Founder, Tech Liminal

Technology Consultant & Programmer

Corporate, non-proﬁt, small biz clients

Builds and teaches with WordPress
@anca
2
Anca Mosoiu

www.techliminal.com
Tools and techniques
to acquire and transform data
into meaningful and useful information
3
Business Intelligence
for business decision-making

www.techliminal.com
Answer Questions
1. Who are my best customers?

2. How much money have I made this year?

3. What it take to fulﬁll an order or provide a service?

4. How eﬀective are our marketing campaigns?

5. How well are our systems working?
4

www.techliminal.com
Make Decisions
1. Determine which products to launch, enhance, or
cut

2. Add or reduce staﬀ

3. Enter or exit a market

4. Do marketing campaigns
5

Online Publishing System
Application Framework
Friendly tools for non-developers
6
A work and data gathering system

www.techliminal.com
Manage Your Organization, Connect with Customers
Social
Conversation
Appointments
& Events
Content
Interactive
Forms
Account
Management
Contracts &
Payments
Commerce Services
Delivery
Desktop and
Mobile
7

www.techliminal.com 8
Connect data from many different services

www.techliminal.com
Why WordPress?
1. You own your code and data

2. Open source project with focus on User Experience

3. Huge community of local experts (in every locale)

4. Lots of tools available for free or low cost

5. Inexpensive conferences and meet ups

6. Educational resources for the non-technical user

7. Easy hosting (free, cheap, managed)
WordPress: Excel for the 21st Century
9

11
• Reports on users, user meta data

• Conﬁgurable in the dashboard (no coding
needed)

• Has caching tables for speeded up reporting

www.techliminal.com
users
postmeta term_meta
usermeta
posts terms + taxonomies
14

Meta Tables: Simple but…
15
1 user, 34 meta records
WordPress +
WooCommerce

Meta Tables: but…
17
1 user, 130 meta records
WordPress Multisite +
WooCommerce +
custom user data

Meta-splosion!
18
230,985 users
6,789,456 user meta
records
our queries start to
time out!

Eﬃcient Reporting - Make it yours
19
‣ Create reporting / utility tables for faster
querying

22
‣ Keep it updated

‣ cron jobs

‣ save_post hook

‣ update_user hook

‣ “refresh” button
Give control to people who need the data - they’ll keep it cleaner

Display reports using jQuery Tables
23
Or download CSV file for spreadsheet analysis

Summary
‣ Understand your metrics

‣ Learn where the data is

‣ A little SQL

‣ Make it actionable

‣ Leverage third-party services if needed

‣ e.g.Domo

‣ Spreadsheets (Excel, Google, etc)
24

www.techliminal.com
Want More?
One on one Coaching
Work with me on your project.

anca@techliminal.com

!
Support Groups + Workshops
!
Weekly WordPress group 1-3 PM Fridays

Meet designers and developers you can work with

!
WordPress Accelerators
(4-week sessions start soon)

!
http://techliminal.com/calendar
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WordPress and Business Intelligence

2. www.techliminal.com Founder, Tech Liminal Technology Consultant & Programmer Corporate, non-proﬁt, small biz clients Builds and teaches with WordPress @anca 2 Anca Mosoiu

3. www.techliminal.com Tools and techniques to acquire and transform data into meaningful and useful information 3 Business Intelligence for business decision-making

4. www.techliminal.com Answer Questions 1. Who are my best customers? 2. How much money have I made this year? 3. What it take to fulﬁll an order or provide a service? 4. How eﬀective are our marketing campaigns? 5. How well are our systems working? 4

5. www.techliminal.com Make Decisions 1. Determine which products to launch, enhance, or cut 2. Add or reduce staﬀ 3. Enter or exit a market 4. Do marketing campaigns 5

6. Online Publishing System Application Framework Friendly tools for non-developers 6 A work and data gathering system

7. www.techliminal.com Manage Your Organization, Connect with Customers Social Conversation Appointments & Events Content Interactive Forms Account Management Contracts & Payments Commerce Services Delivery Desktop and Mobile 7

8. www.techliminal.com 8 Connect data from many different services

9. www.techliminal.com Why WordPress? 1. You own your code and data 2. Open source project with focus on User Experience 3. Huge community of local experts (in every locale) 4. Lots of tools available for free or low cost 5. Inexpensive conferences and meet ups 6. Educational resources for the non-technical user 7. Easy hosting (free, cheap, managed) WordPress: Excel for the 21st Century 9

10. Existing Tools? 10

11. 11 • Reports on users, user meta data • Conﬁgurable in the dashboard (no coding needed) • Has caching tables for speeded up reporting

12. WooCommerce Reporting 12

13. Make Your Own! 13

14. www.techliminal.com users postmeta term_meta usermeta posts terms + taxonomies 14

15. Meta Tables: Simple but… 15 1 user, 34 meta records WordPress + WooCommerce

16. Simple to query 16

17. Meta Tables: but… 17 1 user, 130 meta records WordPress Multisite + WooCommerce + custom user data

18. Meta-splosion! 18 230,985 users 6,789,456 user meta records our queries start to time out!

19. Eﬃcient Reporting - Make it yours 19 ‣ Create reporting / utility tables for faster querying

20. 20 ‣ Sync from source tables

21. 21 ‣ Adding user meta 1 at a time

22. 22 ‣ Keep it updated ‣ cron jobs ‣ save_post hook ‣ update_user hook ‣ “refresh” button Give control to people who need the data - they’ll keep it cleaner

23. Display reports using jQuery Tables 23 Or download CSV file for spreadsheet analysis

24. Summary ‣ Understand your metrics ‣ Learn where the data is ‣ A little SQL ‣ Make it actionable ‣ Leverage third-party services if needed ‣ e.g.Domo ‣ Spreadsheets (Excel, Google, etc) 24

25. www.techliminal.com Want More? One on one Coaching Work with me on your project. [email protected] ! Support Groups + Workshops ! Weekly WordPress group 1-3 PM Fridays Meet designers and developers you can work with ! WordPress Accelerators (4-week sessions start soon) ! http://techliminal.com/calendar 25

WordPress and Business Intelligence

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