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The ZenOptics Platform

Zen Table

Analytics Catalog

Single source of all reporting and dashboards irrespective of the underlying source

  • A frictionless shop-and-go platform
  • Expanded sourcing via trending, favorites, and recommendations
  • High-precision search and retrieval
  • Extensive categorization and tagging

Analytics Governance

Ensure the correct standards and policies in the way that BI and analytics projects are implemented and deployed.

  • Standardized glossary and dictionary
  • Cross-platform certifications
  • Community engagement and crowdsourced validations
  • Inherit security and authorizations
  • Report enrichment by adding contextual information


User-defined sequence or workflow of analytics assets assembled from across all sources in support of a business process.

  • One-click access to launch
  • Sharable between team members and functions
  • Multiview of reports from across sources in one tool
  • Maintains governance of underlying assets

Analytics Workspace

Central area for focusing, understanding, and collaborating on analytics assets

  • Personalize and manage subscriptions and other user experiences
  • Communication via alerts and notifications
  • Share reports with extended team
  • Collaborate via comments

Analytics Mining

Uncover usage patterns to understand and optimize your BI and analytics investments.

  • Cross-platform report and usage details
  • TCO dashboard for impact analysis
  • Support for report lifecycle management and rationalization

Analytics Operating Model

Define the structure and processes of your extended analytics organization to speed and consistently execute on your strategy.

  • Standardize roles and responsibilities
  • Inherit and reuse existing definitions
  • Establish common terminology and processes to automate tasks
  • Change and adapt as business evolves
Flexible and Open Ecosystem

Flexible and Open Ecosystem

Bring all of your BI and analytics resources together in a single, unified hub. Teams are no longer constrained by complexity – with everything in one place they no longer need to check multiple sources searching for the right information. Additionally, they can rapidly incorporate new resources without waiting for complex integrations.

Fit-for-Purpose Design

Fit-for-Purpose Design

Organizations can only deliver a simplified customer experience by understanding and addressing the needs of the analytics consumer. A personalized analytics hub designed for these users, drives greater usage, for more assets, across a broader user base.

Built Around the Way People Work

Built Around the Way People Work

Business users require the ability to easily orient data within the context of their work and processes. Provide employees with the ability to align analytics assets within their prescribed work(flows) to enhance adoption and the value at the point of impact.

Dashboards for the Digital Leader

Dashboards for the Digital Leader

Making smarter analytics investments requires insights across the data-to-decision value chain. Aggregate and mine your asset usage metrics, analytics metadata, and behavioral insights to maximize the value of analytics investments, while helping your organization optimize your environment and contain costs.

Main Platform Features

  • Personalized Dashboard
  • Cross-Platform Search
  • Analytics Automations
  • Usage Insights

All your analytics, accessible from a single place

  • Report thumbnails show certification status, views/likes, and report details
  • One-click access to directly interact with the report and view metadata
  • Customizable configuration supports individual worker preferences

AI-powered search results deliver cross-platform analytics assets - with contextual information

  • Automatic access to everything you have permissions for in your environment 
  • Explore all non-sensitive assets and request permission directly through ZenOptics
  • Understand asset content within search results – before requesting access or launching the report

Package analytic assets to streamline consumption around a business process for individual or team use

  • Automate sets of reports as workflows around a business process
  • Share and collaborate with others for continuity and consistency
  • Streamline communication and collaboration

Administrator visibility of tool and asset usage

  • View the number of reports in each tool and review usage patterns
  • Discover unused assets and duplicates to clean the reporting environment
  • Monitor total cost of ownership to optimize licensing and resources


How to increase report visibility and boost user access to critical BI tools including SSRS, MicroStrategy and ThoughtSpot, while supporting increased compliance and regulatory requirements


Implement a centralized analytics catalog for BI content


Simplified discoverability and access, while improving FINRA reporting requirements efforts

We really wanted to simplify access for our users and essentially create one-stop-shopping.
Janney enables users to quickly discover and access their most valuable BI resources

The Essential Intelligence Graph

A Platform You Can Trust


Semantically enriched describing assets, flows, people and connections to augment the product experience.


Data Management Services:

Enhance the graph with auxiliary metadata services such as glossary, dictionary, catalog, quality, lineage.


Machine Learning:

Embed your own algorithms to expand the intelligence graph.

Connecting the Ecosystem

*For a complete list of connected tools and apps, please Contact Us!

  • BI & Analytics Tools
  • Productivity Apps
  • Business Apps
  • Shared Storage
MS SQL Server
SAP Objects
MS excel
MS Powerpoint
MS Word
Adobe Acrobat
Google Doc
MS excel
SAP Ariba
IBM cloud


A Platform You Can Trust
Advanced Data Encryption

Enterprise-grade security, compliant with industry standards.

Advanced Data Encryption

Single sign-on via industry standard authentication protocols

Advanced Data Encryption

Browse and share information with confidence thanks to advanced data encryption

Advanced Data Encryption

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