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SaaS-ready embedded BI with multi-tenant analytics

Trusted by world-class companies

Key Features

Bold BI delivers secure, scalable multi-tenant BI with easy embedding and full customization for streamlined analytics management.

Secure Tenant Isolation & Role Management

Bold BI ensures complete logical separation between tenants, allowing you to define roles, manage user groups, and control access at every level—guaranteeing secure operations in shared environments without cross-tenant interference.

Row-Level Security (RLS)

Protect data visibility at a granular
level by controlling access based
on user roles or groups. Ideal for scenarios where multiple users share dashboards but must see only their own data segments.

Data Source & Connection Management

Configure dedicated or shared data sources for each tenant. Enforce isolation through query filters and row-level security, allowing precise control over how each tenant accesses and interacts with their data.

White-Labeling & Custom Branding

Deliver a fully branded experience to each tenant by customizing the user interface, logo, domain, and theme. Bold BI offers complete white-labeling to match your product identity seamlessly.

Tenant-Specific Authentication & SSO Integration

Bold BI supports industry-standard authentication protocols including OAuth 2.0, OpenID Connect, and Active Directory. Easily integrate with providers like Okta, Azure AD, and Google for secure, tenant-aware SSO experiences.

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Deployment Options for Any Architecture

Choose from cloud-based or on-premises deployment models based on your infrastructure needs. Support shared or isolated hosting while managing tenants centrally with dashboard publishing and flexible access control.

Embedded BI for SaaS Products

Seamlessly embed Bold BI into
your application and dynamically provision tenants using APIs. Maintain control over authentication, authorization, and data access using your existing framework.

Tenant-Level Monitoring & Auditing

Track usage across tenants with detailed activity logs, dashboard access records, and security audits. Ensure accountability and compliance with centralized, tenant-aware monitoring and governance tools.

Preconfigured Dashboards for Fast Setup

Provision ready-to-use dashboards
for new tenants automatically. Use a master site to design dashboards
once and deploy them across
tenants with minimal effort and maximum consistency.

AI

AI & BYOK (Bring Your Own Key) Support

Enable AI features like natural
language queries and predictive
insights per tenant. Tenants can
bring their own OpenAI or Azure OpenAI keys, maintaining data control and AI access boundaries.

Data Hub for Multi-Tenant Environments

Bold BI’s Data Hub allows each tenant
to build scalable, high-performance data pipelines. Clean, transform, and centralize tenant data to optimize analytics delivery across varied
data sources.

Advanced Tenant Configuration Controls

Set tenant-specific rules for UI customization, embedding, API keys, audit logs, user management, notifications, and more. Use REST APIs for full automation and enforce granular compliance settings.

Use Cases for Bold BI Multi-Tenancy

Bold BI’s multi-tenancy is ideal for SaaS products, large enterprises, and service providers needing to deliver personalized analytics experiences to multiple clients, departments, or branches—while maintaining security, branding, and data isolation per tenant.

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Embedded Analytics for Multiple Customers

A SaaS company provides a project management tool to multiple enterprise clients. They need scalable, embedded analytics that deliver personalized dashboards per tenant while maintaining data isolation, compliance, and governance.

Role-Based Access Control (RBAC)

Enforces secure dashboard access based
on user roles.

Regulatory Compliance

Ensures GDPR and SOC 2 compliance for SaaS providers.

BYOK AI for Tenant-Specific AI Insights

Allow each tenant to use their own AI model (OpenAI, Azure OpenAI) for personalized analytics.

Multi-Tenant Embedding

Each client sees only their own data while sharing
the same infrastructure.

Row-Level Security (RLS)

Restricts data access within shared datasets, ensuring data privacy per tenant.

White-Labeling & Branding

Deliver a fully customized analytics experience that blends seamlessly into each SaaS tenant’s environment.

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Enterprises with Multiple Business Units

A global retailer operates multiple regional offices that require localized sales analytics while corporate leadership needs centralized reporting to track company-wide performance.

Tenant Isolation for Regional Data

Ensures each regional office sees only its own sales data.

Cross-Tenant Reporting for Leadership

Headquarters can monitor global performance trends while respecting data privacy regulations.

Granular Role-Based Access

Customizable data access control for store managers, executives, and corporate analysts.

Automated Data Governance Framework

Ensures data quality, integrity, and compliance across all business units.

AI-Powered Demand Forecasting

Regional managers can leverage AI-driven customer insights to optimize inventory and pricing strategies.

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BI as a Service

An MSP provides BI and analytics services to multiple enterprise clients and needs a scalable, secure, multi-tenant solution that maintains data separation, security, and performance across tenants.

Multi-Tenant Data Isolation

Ensures each client’s data is completely separate while optimizing infrastructure costs.

Flexible Deployment

Choose between dedicated or shared databases based on client needs and regulatory requirements.

Custom Authentication & SSO

Supports OAuth, OpenID, and Active Directory for secure client access.

Preconfigured Dashboards for Fast Onboarding

Deploy ready-made dashboards for industry-specific insights instantly.

Centralized Tenant Management

Admins can control user permissions, security settings, and AI usage per client from a single interface.

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Secure, Compliant Multi-Tenant Analytics

A bank or financial institution needs to deliver secure, personalized analytics to corporate and retail clients while ensuring compliance with financial regulations and strict data separation. 

Row-Level Security (RLS) & Tenant Isolation

Ensures clients see only their financial data, eliminating unauthorized cross-tenant access.

Custom Branding & White-Labeling

Tailor the analytics experience per client with branded dashboards, themes, and reports.

Multi-Tenant Authentication & SSO

Supports OAuth, OpenID, and AD, ensuring secure access and regulatory compliance (GDPR).

Dedicated vs. Shared Databases

Choose between isolated financial data storage per client or a multi-tenant architecture with secure partitions.

Cross-Tenant Dashboard Publishing

Banks can create standardized financial dashboards and distribute them to multiple branches or customer segments.

Embedded Analytics for Customer Portals

Seamlessly integrate custom dashboards into financial apps, online banking, and corporate finance platforms.

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Multi-Tenant Analytics with HIPAA Compliance

A hospital network needs an analytics platform that delivers secure, HIPAA-compliant dashboards while ensuring patient data isolation and regulatory compliance.

Multi-Tenant Data Isolation

Keeps each hospital or clinic’s patient records separate, ensuring data privacy and HIPAA compliance.

Granular Role-Based Access (RBAC & ABAC)

Doctors, nurses, and administrators only access relevant patient data.

White-Labeling & Custom Branding

Healthcare SaaS providers can offer branded analytics for hospitals and medical institutions.

Multi-Tenant Authentication & SSO

Secure logins via OAuth, OpenID, and Active Directory.

Preconfigured Healthcare Dashboards

Deploy ready-to-use dashboards for patient outcomes, resource utilization, and hospital efficiency.

Cross-Tenant Dashboard Publishing & Embedded Analytics

Standardized analytics can be distributed across hospital networks and regional health providers while maintaining strict access controls.

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Multi-Tenant Data Insights with Governance

A government agency manages multiple departments (e.g., healthcare, public safety, transportation) and needs a centralized analytics platform that delivers department-specific insights while maintaining strict data governance and compliance.

Multi-Tenant Data Isolation & Governance

Ensures each department (healthcare, public safety, finance) has secure, isolated data access.

Data Residency & Sovereignty Compliance

Enables compliance with regional/national data regulations (GDPR).

Granular Access Control for Departments

Restricts data based on department roles and hierarchy.

Preconfigured Dashboards for Policy & Public Sector Analytics

Deploy dashboards for infrastructure management, and citizen engagement.

Cross-Tenant Dashboard Publishing & Embedded Analytics

Agencies can distribute centralized analytics while ensuring data privacy.

Multi-Tenant Authentication & SSO

Supports OAuth, OpenID and Active Directory to ensure secure access across government agencies.

Support and Resources

Take your Bold BI multi-tenant experience to the next level with our expert support and in-depth resources.

Comprehensive Documentation

Access detailed guides and tutorials to maximize Bold BI's potential. 

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Dedicated Support Team

Receive prompt assistance from our experienced professionals. 

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Tutorials and Webinars

Learn from experts through tutorials and webinars to enhance your Bold BI skills.

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What Our Customers Say About Us

See what our customers say about us and our embedded analytics and business intelligence product.

What we liked best was the ability to connect to on-prem data sources, easy connectors, embedding visualizations, and a reasonable cost.

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Samuel Davidson Application development manager

We evaluated a bunch of dashboard solutions for one of our top clients. Finally, we zeroed down on Syncfusion. We are super happy with the results.

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Tushar Apshankar Tudip Technologies

I like a lot of the dashboard features. The new user management server helps me to handle the users and authentication all in one place.

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Pedro Hernandez Peopleworks

Now I can basically provide anything the customer needs from their dashboard, and I really don't have limitations. I can customize anything.

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Timothy Kenny Traffic Data Exchange

Effortless, Secure, and Scalable Multi-Tenancy

Bold BI helps you scale while keeping data secure and customized. Easily deploy, manage, and tailor analytics for your business needs.

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