Introduction

Gartner expects global revenue of Business Intelligence (BI) to rise to $22.8 billion by 2021, and Reuters foresees additional growth to $29.48 billion by 2022:

• Businesses using BI are 5x more likely to reach decisions than those that do not.
• According to IBM, incorrect or poorly analyzed data costs businesses over $3 trillion annually.
• According to a recent survey, nearly 75% of employees feel overwhelmed or unhappy working with data.
• 14% feel overwhelmed by the amount of data they have to deal with at work.

Data Connector makes it easy to get meaningful, aggregated data into common Business Intelligence tools like Power BI and Tableau:

• Power BI and Tableau are the clear market share leaders owning 36% and 20% respectively

Value Proposition

Geotab leverages our expertise prepping data for reporting and visualization, and makes these curated data tables available through Power BI, Tableau (or Excel) via an easy to use connection and your existing MyGeotab credentials.

• Information at your fingertips without coding expertise
• Ready to use Power BI and Tableau Dashboard reports
• Automated daily reports vs tedious manual reports
• Built in security/groupings based on MyGeotab Credentials

Buying Personas

The primary customer targets for this are medium (50-500 vehicles) fleets who do not have the time and resources to fully analyze and utilize the data and insights available within MyGeotab.

• Fleet/Operations Manager - Data Connector allows a fleet manager to centralize all of their actionable information into one data hub, easing their workload
• Sustainability/Compliance Manager - Compliance regulations are constantly changing, and the need for data is increasing, leading to the need for an automated, centralized reporting system
• IT/CIO - Are looking for that “silver bullet” for blending high quality telematics data from their fleet into their company’s reporting environment to make their internal customers’ jobs easier (speed to value vs. creating it themselves). Eliminates the burden on their systems as well in terms of data crunching.

Examples of End User Quotes We Hope to Hear:

• “We've always had this information, but you had to mine for it or be a systems expert to access it. It's been a major success story pairing our data scientists with fleet operations leaders to partner and develop solutions that can be used to create actionable results.”
• “Generally, this kind of information would have been available once a month. Now, it's available and at our fingertips almost daily!”

Selling Features

• Connect pre-curated data from numerous Geotab data sources into your preferred BI/visualization tool
• Combine MyGeotab fleet data with other data sources to provide even more valuable insights and informed decisions
• Leverages Geotab’s expertise working with extremely large data sets. No special skills needed to access raw MyGeotab Data and handle complex data pipelines to extract, transform, and load data into a customer data lake.
• Ready-to-use Power BI and Tableau Dashboard reports that also can be customized to meet your specific business needs
• Direct access to data on Geotab Data Platform, providing robust performance for analytics workloads (i.e. aggregation occurs at Geotab and off your product servers)
• Key data metrics are pre-aggregated for easy analysis, aggregated to local time zones
• The dashboards provide trend information and comparisons on a monthly, daily, and hourly basis in separate tabs - dashboard dynamically updated.

Pricing

1 Applicable commercial ProPlus plans, contact your BDM/PAM for more information

Activation

Precondition: Geotab Data Connector is only compatible with MyGeotab 8.0 or above. Please make sure the client meets the requirement before activating the service for them.

When the client has agreed to purchase Geotab Data Connector, the only step is to set up the client with the Geotab Data Connector add-in. This add-in will be available on the Marketplace or via the add-in source code. We suggest encouraging your customer to install the add-in via Marketplace by themselves, because they will receive a welcome email with instructions, which lowers the administration effort.

For clients and sales channels that cannot utilize the Marketplace, the method of using the add-in source code, found below, will be required.

{

"url": "https://app.geotab.com/addins/geotab/dataConnector/manifest.json"

}

As there’s no welcome email if not subscribing through Marketplace, feel free to use the welcome email template and share it with customers after installation.

Billing will be automatically triggered after the add-in is installed. Partners are not required to order a SKU from MyAdmin.

✱ NOTE: The add-in page is under MyGeotab Administration. If the user can’t see the add-in after activation, ensure the user account has the following security clearances: Launch Custom Reports or Add-ins and View “Geotab Data Connector” add-in.

Post-sales support

Support for Geotab Data Connector follows the standard Geotab support process.

Additional Resources

Customer Welcome Email Template

Below please find a standard welcome email template that can be used to engage customers who have activated Geotab Data Connector through MyGeotab.

Congratulations on signing up for the new Geotab Data Connector tool.

Data Connector makes it easy to get meaningful, aggregated data into common Business Intelligence tools like Power BI and Tableau.

Geotab leverages our expertise prepping data for reporting and visualization, and makes these curated data tables available through Power BI, Tableau (or Excel) via an easy to use connection and your existing MyGeotab credentials.

• Information at your fingertips without coding expertise
• Ready-to-use Power BI and Tableau Dashboard reports
• Automated daily reports vs tedious manual reports
• Built in security/groupings based on MyGeotab Credentials

How to Get Started

Geotab Data Connector add-in page located in the side menu in MyGeotab or under Administration > Geotab Data Connector. Please note that only users with permission of Launch custom reports or Add-Ins and View “Geotab Data Connector” add-in can access the add-in page. If you don’t see it, please work with your MyGeotab database administrator or reseller to set that up for you.

For more information make sure to review the User Guide.

FAQ

Q: Are clients warned about billing starting if they activate the add-in?

A: Currently, there is no warning stating that billing will start once activated. A warning will be added in the future.

Q: What does Early Access mean?

A: Early Access for Geotab Data Connector is an opportunity for users in the USA and Canada to take advantage of Data Connector’s Phase 1 datasets at no cost. Early Access users can take advantage of Power BI, Tableau, and Excel connectivity and templates right away, and can look forward to even further enhanced datasets when Data Connector moves to General Availability in Q1 2023.

Q: Why is Early Access free to use?

A: Early Access for Geotab Data Connector allows users to gain Vehicle level aggregated data sets for USA and Canada based databases. As Data Connector continues to grow to add more datasets, regional support, and other features in Q1 2023, the Early Access period is a valuable opportunity to solicit feedback and learn more about how data and BI templates are used in practice.

Q: How is Geotab Data Connector deactivated?

A: It can be deactivated by uninstalling the add-in either from the Marketplace or MyGeotab system settings.

Q: I signed up via the Marketplace. Now what?

A: Let the customer know and redirect them to the add-in page. The add-in page is under MyGeotab Administration. If the user can’t see the add-in after activation, ensure the user account has the following security clearances: Launch Custom Reports or Add-ins and View “Geotab Data Connector” add-in.

Q: Why are some components of the Dashboard not populating/showing data?

A: GDC curated data is based on your existing fleet’s data plan, so some fields/charts shown in the ready-to-use dashboard templates may not be available, or may only show a partial aggregation of the data based on a mix of data plans among your fleet.