Implementation BlueprintExecution layer

Yurbi White-Label Embedded Analytics Launch (7-10 days)

A delivery playbook for standing up a self-hosted Yurbi instance, wiring App Shield multi-tenant isolation, and shipping branded dashboards into a client product so the agency can bill a recurring analytics retainer. Time: 7-10 days.

By InnovaAI ResearchPublished

Embedded Analytics

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Blueprint

Yurbi White-Label Embedded Analytics Launch (7-10 days)

A delivery playbook for standing up a self-hosted Yurbi instance, wiring App Shield multi-tenant isolation, and shipping branded dashboards into a client product so the agency can bill a recurring analytics retainer.

Prerequisites
  • Client database access confirmed for one of Yurbi's supported sources (SQL Server, PostgreSQL, MySQL, Oracle, or ODBC) with a read-only service account provisioned
  • Server or VM sized for self-hosted deployment, plus a separate dev and production instance per the license terms
  • Named-user count agreed with the client so the correct Yurbi tier is selected (75 users on Starter, 250 on Growth)
  • Client product UI brand assets (logo, color tokens, favicon) collected for white-label theming
  • Written sign-off on which tenant identifier column drives row-level isolation in each shared table
Execution Timeline
  • 1.Inventory the client's database environment and confirm compatibility with Yurbi's read-only connection model
  • 2.Document tenant key columns and map which tables require App Shield isolation rules
  • 3.Agree the named-user ceiling so the Starter (75 users) or Growth (250 users) tier is locked before install
  • 1.Install Yurbi on the client's infrastructure for the development instance
  • 2.Create the read-only database connection in the Yurbi admin panel and validate schema discovery
  • 3.Record baseline query timings against the largest reporting table
  • 1.Configure App Shield tenant isolation policies at the query layer
  • 2.Test cross-tenant leakage by logging in as two separate end users and confirming data boundaries hold
  • 3.Tune any policy that returns rows outside the intended tenant scope
  • 1.Apply white-label branding so dashboards match the client product UI
  • 2.Set the embedded view parameters and confirm the iframe or portal embed renders inside the client application
  • 3.Verify login handoff so end customers reach Yurbi without a second credential prompt
  • 1.Build the first three dashboard templates against the client's core product metrics
  • 2.Use the no-code drag-and-drop report builder so client staff can extend reports without SQL
  • 3.Enable in-memory caching on the heaviest dashboards and re-measure load times
  • 1.Configure scheduled report delivery for the client's recurring stakeholder emails
  • 2.Set up API-driven administration so the client's engineering team can manage users programmatically
  • 3.Document the App Shield policy set for the client's security review
  • 1.Promote configuration from the development instance to the production license
  • 2.Run a full tenant isolation regression across every published dashboard
  • 3.Confirm production query performance against the day-two baseline
  • 1.Hand over to the client's product team with a walkthrough of the report builder and admin panel
  • 2.Deliver the runbook covering connection credentials, App Shield rules, and cache settings
  • 3.Agree the support window and the monthly optimization cadence for the retainer
$833.33/mo (Starter, up to 75 named users, annual billing) to $1500/mo (Growth, up to 250 named users, annual billing) in Yurbi license cost, against an agency engagement priced at $3000/mo7-10 days
ROI Logic

Yurbi's Starter tier runs $833.33/mo on annual billing for up to 75 named users and Growth runs $1500/mo for up to 250, so a $3000/mo agency engagement clears roughly $1500 to $2166 per month in gross margin before labor. The 20-hour setup plus 4 hours a month of maintenance means the retainer stays profitable once the first client is live, and each additional ISV client reuses the same App Shield and white-label configuration pattern. Self-hosting keeps the license cost flat as the client's end-user base grows within the tier ceiling.

Deliverables
  • Configured Yurbi production instance with white-label branding applied to the client product UI
  • App Shield tenant isolation policy set with a documented cross-tenant regression test result
  • Five dashboard templates built on the client's core product metrics using the no-code report builder
  • Scheduled report delivery configuration and API administration notes for the client engineering team
  • Operations runbook covering database connections, cache settings, and the monthly optimization cadence
Definition of Done

The client's end customers log into branded Yurbi dashboards inside the product, see only their own tenant's rows under App Shield, and the client's staff can build a new report without agency involvement.

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