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DAS Slides: Self-Service Reporting and Data Prep – Benefits & Risks

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As more organizations see the value of becoming data-driven, an increasing number of business stakeholders want to become more actively involved in the reporting and preparation of critical business data. Tools and technologies have evolved to support this desire, and the ability to manage and analyze vast amounts of disparate data has become more accessible than ever before. With this increased visibility and usage of data, the need for data quality, metadata context, lineage and audit, and other core fundamental best practices is greater than ever.
How can an effective architecture & governance model be created that supports both business agility, as well as long-term sustainability and risk reduction? Where do these responsibilities lie between business and IT stakeholders? Join our panel of experts as they discuss the latest best practices, architectures, and tools that support self-service reporting and data prep to maximize benefits while at the same time reducing risk.

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DAS Slides: Self-Service Reporting and Data Prep – Benefits & Risks

  1. 1. Self-Service Reporting and Data Prep – Benefits & Risks Donna Burbank, Managing Director Global Data Strategy, Ltd. December 4th, 2018 Follow on Twitter @donnaburbank Twitter Event hashtag: #DAStrategies
  2. 2. Global Data Strategy, Ltd. 2018 Donna Burbank Donna is a recognised industry expert in information management with over 20 years of experience in data strategy, information management, data modeling, metadata management, and enterprise architecture. Her background is multi-faceted across consulting, product development, product management, brand strategy, marketing, and business leadership. She is currently the Managing Director at Global Data Strategy, Ltd., an international information management consulting company that specializes in the alignment of business drivers with data-centric technology. In past roles, she has served in key brand strategy and product management roles at CA Technologies and Embarcadero Technologies for several of the leading data management products in the market. As an active contributor to the data management community, she is a long time DAMA International member, Past President and Advisor to the DAMA Rocky Mountain chapter, and was recently awarded the Excellence in Data Management Award from DAMA International in 2016. Donna is also an analyst at the Boulder BI Train Trust (BBBT) where she provides advice and gains insight on the latest BI and Analytics software in the market. She was on several review committees for the Object Management Group’s for key information management and process modeling notations. She has worked with dozens of Fortune 500 companies worldwide in the Americas, Europe, Asia, and Africa and speaks regularly at industry conferences. She has co- authored two books: Data Modeling for the Business and Data Modeling Made Simple with ERwin Data Modeler and is a regular contributor to industry publications. She can be reached at donna.burbank@globaldatastrategy.com Donna is based in Boulder, Colorado, USA. 2 Follow on Twitter @donnaburbank Twitter Event hashtag: #DAStrategies
  3. 3. Global Data Strategy, Ltd. 2018 DATAVERSITY Data Architecture Strategies • January - on demand Emerging Trends in Data Architecture – What’s the Next Big Thing? • February - on demand Building an Enterprise Data Strategy – Where to Start? • March - on demand Modern Metadata Strategies • April - on demand The Rise of the Graph Database • May - on demand Data Architecture Best Practices for Today’s Rapidly Changing Data Landscape • June - on demand Artificial Intelligence: Real-World Applications for Your Organization • July - on demand Data as a Profit Driver – Emerging Techniques to Monetize Data as a Strategic Asset • August - on demand Data Lake Architecture – Modern Strategies & Approaches • Sept - on demand Master Data Management: Practical Strategies for Integrating into Your Data Architecture • October - on demand Business-Centric Data Modeling: Strategies for Maximizing Business Benefit • December Panel: Self-Service Reporting and Data Prep – Benefits & Risks 3 This Year’s Line Up for 2018
  4. 4. Global Data Strategy, Ltd. 2018 DATAVERSITY Data Architecture Strategies • January 24 - Emerging Trends in Data Architecture – What’s the Next Big Thing? • February 18 - Building a Data Strategy - Practical Steps for Aligning with Business Goals • March 28 - Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA) • April 25 - Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner) • May 23 - Master Data Management - Aligning Data, Process, and Governance • June 27 - Enterprise Architecture vs. Data Architecture • July 25 - Metadata Management: from Technical Architecture & Business Techniques • August 22 - Data Quality Best Practices (w/ guest Nigel Turner) • Sept 26 - Self Service BI & Analytics: Architecting for Collaboration • October 24 - Data Modeling Best Practices: Business and Technical Approaches • December 3 - Building a Future-State Data Architecture Plan: Where to Begin? 4 Next Year’s Line Up for 2019
  5. 5. Global Data Strategy, Ltd. 2018 Today’s Topic 5 Self-Service Reporting and Data Preparation • As more organizations see the value of becoming data-driven, an increasing number of business stakeholders want to become more actively involved in the reporting and preparation of critical business data. • Tools and technologies have evolved to support this desire, and the ability to manage and analyze vast amounts of disparate data has become more accessible than ever before. • With this increased visibility and usage of data, the need for data quality, metadata context, lineage and audit, and other core fundamental best practices is greater than ever. • How can an effective architecture & governance model be created that supports both business agility, as well as long-term sustainability and risk reduction? • Where do these responsibilities lie between business and IT stakeholders?
  6. 6. Global Data Strategy, Ltd. 2018 Survey Says • Are you currently implementing a Self-Service Reporting Strategy? • Yes, we have a self-service strategy in place • We are just beginning to investigate or implement self-service • No, we do not have a self-service strategy in place 6 Audience Poll
  7. 7. Global Data Strategy, Ltd. 2018 Reducing Time to Insight is a Key Driver for Self Service Data Prep • According to a TDWI’s Best Practices Report on “Improving Data Preparation for Business Analytics” from Q3 2016, the following are key drivers for Self-Service Data Preparation • 81% Shorten time to business insight • 76% Increase data-driven decision making • 53% Improve reaction time to business conditions • 49% Operational efficiency for frontline works • 43% Gain a single, complete view of relevant data 7 • The most popular sources include traditional ones: • 87% Relational databases • 83% Data warehouse • 79% Spreadsheet or desktop database Departmental Database
  8. 8. Global Data Strategy, Ltd. 2018 Reducing Organizational Siloes 8 Self-Service Data Prep & BI Reporting • Exploratory projects • Quick wins • Little documentation & governance Data Warehouse & Traditional BI Reporting • Enterprise reporting • Long-term projects • Data Standards • Metadata & Governance Data Warehouse The old way…. Report requirements thrown ‘over the wall’….and wait… Departmental Database
  9. 9. Global Data Strategy, Ltd. 2018 Industry Trends: Data Platforms are Currently in Use? While relational technologies are popular, there are numerous other technologies in use as well. 9 “Which of the following data sources or platforms are you currently using? [Select all that apply] Relational Databases are still clearly the leader. Spreadsheets are ubiquitous More Legacy platforms (44.6%) than Big Data (42.2%) From Emerging Trends in Data Architecture, DATAVERSITY, by Donna Burbank & Charles Roe, October 2017
  10. 10. Global Data Strategy, Ltd. 2018 Industry Trends: Emerging Technologies 10 “Which of the following do you plan to use in the future that you are not using currently? [Select all that Apply]” Many looking to Big Data Platforms Movement to the Cloud is popular Uncertainty is common. For those looking at future technologies, there is a wide range of responses. • Big Data Platforms a leader • Move to Cloud RDMBS • Graph Database • Real-time Streaming • Internet of Things (IoT) Many are still uncertain, indicating the vast rate of change and wide array of choices available. From Emerging Trends in Data Architecture, DATAVERSITY, by Donna Burbank & Charles Roe, October 2017
  11. 11. Global Data Strategy, Ltd. 2018 Discussion • How does the expansion of data sources beyond relational databases complicate self-service reporting & data preparation? • Is it realistic for business users to be able to handle non-relational sources such as IoT, video, streaming data, etc? • What new tools and skills are needed? Does everyone need to be a data scientists? 11
  12. 12. Global Data Strategy, Ltd. 2018 Moving to the Cloud • Adoption of Cloud Technologies is on the rise, with over 75% of respondents in a recent survey currently implementing a Cloud strategy, or planning to in the future. 12 A Growing Trend Scalability & Cost Savings are leading reasons for moving to the Cloud From Trends in Data Architecture 2017, by Donna Burbank & Charles Roe
  13. 13. Global Data Strategy, Ltd. 2018 Cloud Migration not without its Concerns Security & Privacy are leading concerns for those moving to the Cloud. 13 What are your Concerns regarding moving data to the Cloud? [Select All that Apply] From Trends in Data Architecture 2017, by Donna Burbank & Charles Roe
  14. 14. Global Data Strategy, Ltd. 2018 Discussion • How does the rise in Cloud Platforms affect Self-Service? • Does self-service apply to platforms themselves? • i.e. With the ease of use of Cloud Technologies, can/should anyone spin up a data platform on Amazon, MS Azure, etc.? 14
  15. 15. Global Data Strategy, Ltd. 2018 Increasing Number of Roles • With a greater business focus on data and a wider range of technologies associated with Data Management… • … it is not surprising that there is a concomitant rise in the diversity of roles responsible for developing a Data Architecture. • … the role of the data architect, not surprisingly, continues to play a large role. 15 Wide Range of Responses shows Need for Collaboration Collaboration is Key From Trends in Data Architecture 2017, by Donna Burbank & Charles Roe Wide range of roles
  16. 16. Global Data Strategy, Ltd. 2018 Discussion • What roles are typically involved in Self Service Data Preparation & Reporting? • How do business and IT work together? • What skills are required? 16
  17. 17. Global Data Strategy, Ltd. 2018 Collaboration to Support the Self-Service User 17 “If there are standardized data sets, I’d love to use them!” e.g. Master Data, Data Warehouse “Published documentation, metadata, & standard definitions are super-helpful!” e.g. Glossaries, data models, etc. “I want to integrate these data sets with my own exploratory data for analysis & modeling!” e.g. Self-Service Data Prep & Analysis Tools “How can I leverage what other people have done, and see what is most relevant? e.g. Data Cataloguing & Crowdsourcing Today’s self-service data preparation & reporting user makes use of a wide variety of tools & technologies.
  18. 18. Global Data Strategy, Ltd. 2018 Crowdsourcing Governance & Metadata Definitions • Many data governance projects (& vendors) are embracing the concept of “crowdsourcing”. i.e. The Wikipedia vs. Encyclopedia approach • Open editing • Popularity & Usage Rankings • Dynamically changing • This can complement the more traditional “Encyclopedia” approach 18 Encyclopedia Wikipedia • Created by a few, then published as read-only • Single source of “vetted” truth • Static • Created by a by many, edited by many • Eventual consistency with multiple inputs • Dynamic For Standardized, Enterprise Data Sets For Self-Service Data Prep & Analytics
  19. 19. Global Data Strategy, Ltd. 2018 Discussion • How do Data Governance & Metadata Management change in the world of Self Service? • Are new tools needed? • New ways of collaborating? • New ways of governing data? 19
  20. 20. Global Data Strategy, Ltd. 2018 Summary • The rising interest in data has a wide range of roles involved in preparing and reporting on data. • Self-service data preparation and reporting are establishing new ways for business and IT stakeholders to work together. • Tools and technologies are evolving to support this new paradigm. • Collaboration is needed to achieve the right level of data governance and metadata management.
  21. 21. Global Data Strategy, Ltd. 2018 DATAVERSITY Data Architecture Strategies • January 24 - Emerging Trends in Data Architecture – What’s the Next Big Thing? • February 18 - Building a Data Strategy - Practical Steps for Aligning with Business Goals • March 28 - Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA) • April 25 - Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner) • May 23 - Master Data Management - Aligning Data, Process, and Governance • June 27 - Enterprise Architecture vs. Data Architecture • July 25 - Metadata Management: from Technical Architecture & Business Techniques • August 22 - Data Quality Best Practices (w/ guest Nigel Turner) • Sept 26 - Self Service BI & Analytics: Architecting for Collaboration • October 24 - Data Modeling Best Practices: Business and Technical Approaches • December 3 - Building a Future-State Data Architecture Plan: Where to Begin? 21 Next Year’s Line Up for 2019
  22. 22. Global Data Strategy, Ltd. 2018 White Paper: Trends in Data Architecture 22 Free Download • Download from www.globaldatastrategy.com • Under ‘Resources/Whitepapers’
  23. 23. Global Data Strategy, Ltd. 2018 About Global Data Strategy, Ltd • Global Data Strategy is an international information management consulting company that specializes in the alignment of business drivers with data-centric technology. • Our passion is data, and helping organizations enrich their business opportunities through data and information. • Our core values center around providing solutions that are: • Business-Driven: We put the needs of your business first, before we look at any technology solution. • Clear & Relevant: We provide clear explanations using real-world examples. • Customized & Right-Sized: Our implementations are based on the unique needs of your organization’s size, corporate culture, and geography. • High Quality & Technically Precise: We pride ourselves in excellence of execution, with years of technical expertise in the industry. 23 Data-Driven Business Transformation Business Strategy Aligned With Data Strategy Visit www.globaldatastrategy.com for more information
  24. 24. Global Data Strategy, Ltd. 2018 Questions? 24 Thoughts? Ideas?

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