run it as business meetup self-service bi
TRANSCRIPT
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Run IT as a Business
– South Bay
Mark Wu • Owner of Silicon Valley Tableau User Group • Co-owner of Tableau Server & Online Admin • Sr. BI Professional (NetApp, Vmware, Cisco, Agilent, HP) • Email: [email protected]
2016: Analytics Self Service – How Business Benefits from IT Leadership
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1. NetApp’s Journey with Self–Service Analytics
2. How to Create a Governance Self-Service Model
3. Business Benefits
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BI/Analy5cs Being Technology Priori5es for CIOs
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Gartner
Discovery or Self-‐Service BI/Analy5cs becomes new norm
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What is Self-‐Service Analy5cs
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Self-‐Service Analy5cs is a form of business intelligence (BI) in which line-‐of-‐business professionals are enabled and encouraged to perform queries and generate reports on their own, with nominal IT support.
-‐ Gartner IT Glossary
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1. NetApp’s Journey with Self–Service Analytics
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NetApp is a Computer Storage and Data Management Company
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Annual Revenue Global Employees Patent Assets
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NetApp Enterprise Analytics Journey
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2009 2011 2013
Misaligned X-‐funcNons misaligned about KPI
Single Source of Truth
ü Built Enterprise Warehouse & BI
Ø Enabled data driven decision culture
360 Customer View
ü Enhanced Enterprise Warehouse & BI
Ø Sales/Mkg/Fin/Service views
Ø Enterprise ‘Gold Mint Ø Scalability and Availability
Period End Close
Feed Commission Cal, Renewal,
etc
Hourly exec Email
Mobile access
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NetApp Enterprise Analytics Journey
8
2009 2011 2013
Misaligned X-‐funcNons misaligned about KPI
Single Source of Truth
ü Built Enterprise Warehouse & BI
Ø Enabled data driven decision culture
360 Customer View
ü Enhanced Enterprise Warehouse & BI
Ø Sales/Mkg/Fin/Service views
Ø Enterprise ‘Gold Mint Ø Scalability and Availability
Challenges 2013 • Inflexible to changes • Difficult to mash-‐up data • Demand on discovery & self-‐service
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NetApp Enterprise Analytics Journey
9
2009 2011 2013 2015
Misaligned X-‐funcNons misaligned about KPI
Single Source of Truth
ü Built Enterprise Warehouse & BI
Ø Enabled data driven decision culture
360 Customer View
ü Enhanced Enterprise Warehouse & BI
Ø Sales/Mkg/Fin/Service views
Ø Enterprise ‘Gold Mint Ø Scalability and Availability
Governed Self-‐Service
ü Built Tier 2 Warehouse ü Deployed Tableau
Ø Data Mash-‐up Ø Self Service Ø Fast Turnaround
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Dual BI/AnalyNcs Environments
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Enterprise ApplicaNon Data Tier 1 Enterprise
Data Warehouse (Oracle) (SFDC, Oracle, SAP, etc)
Department or FuncNonal Data Tier 2
Data Warehouse
Customer Auto Call Home Data
Dashboards
Mobile Apps
eMail Burst
Self-‐Service Analy5cs PlaJorm
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TradiNonal and Self-‐Service Co-‐exists
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ü Enterprise security ü Scalability ü Advanced
metadata layer ü mulN-‐user
develop
ü Quick & rapid reporNng
ü Easy to use ü Great visualizaNon ü Easy data blending
ü IT-‐Driven
ü Standard Repor5ng
ü Answer Known Ques5ons
ü Enterprise Data
ü 7,000 Users
Top Down Governed
ü BU-‐Driven
ü Speed & Agility
ü Answer new Ques5ons
ü Any Data
ü 5,000 Users
BoUom Up Governed
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Gartner: By 2017, 75% of IT Organiza5on will have a bimodal capability. Half will make mess.
Don’t be in the wrong half.
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Governance Process Ensures Success
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Time
Mat
urity
Lev
el &
Use
rs
2014 2015
Operating Model
Content Certification
Data Governance
Performance Management
Publishing
Community
Governed Self-‐Service
2013
to departments
2016
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Business vs. IT Roles in Traditional BI
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IT
Priori5za5on
Dashboard Building
Business
Business Opera5ons
Sales
Mktg
Fin
Product
…….
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Business vs. IT Roles in Self Service BI
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IT
Scalability
PlaJorm Management
Data Management
Business
Business Opera5ons
Sales
Mktg
Fin
Product
…….
Data extracts
Dashboard Building
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Responsibilities for Self-Service BI
IT
Server
Data Service
Technical ConsulNng
AudiNng & compliance Governance
Support
Learning
Business
Sites
Department Data
Release
Dashboards
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2. How to Create Governed Self–Service Model
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Governed Self-Service Model
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Governing Body
Content Certification
Data Governance Performance
Publishing
Community
Governed Self-‐Service
• Engagement process • Server access policy • Reporting permission • Release process
• Workbook internals • Data extracts • Performance alerts • Server checkups for tuning &
performance
• Data protection • Data privacy • Data access consistence • Role level security • Data sources and structure
• Intranet Space • Tableau User CoE meeting • Training strategy • Tableau licensing model • Best practice & Tips • Support process • Communication
• Governing Structure • Site Strategy • Roles & responsibilities • Rules and policies • Vendor management
• Content governance cycle • Report catalog • Report category • Data certification • Report certification
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Self-Service Analytics Governing Body
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CiNzen Developer Community
Self-‐Service AnalyNcs OperaNng Council X-‐funcNonal group of analyNcs experts, stakeholders, to idenNfy, define and drive tacNcal process, best pracNces towards protecNng the value of the shared Enterprise self-‐service
plaform
Sales Product Finance IT MarkeNng MFG Service
Governing Body
Content Certification
Data Governance Performance
Publishing
Community
Questions: 1. Who makes the rules for Enterprise Self-‐Service Plaform? 2. Who enforces the rules?
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Governing via Internal Community
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Governing Body
Content Certification
Data Governance Performance
Publishing
Community
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Release Process
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ü Complete Self-Service ü 7x24, no blackout
Publishing : Trust and Decentralized
Test ProducNon Check
Point
Site admin owns but IT may take
control if rules not followed
Question: How much IT should be involved for publishing or release?
Governing Body
Content Certification
Data Governance Performance
Publishing
Community
Principles:
1. Test first 2. Performance rule of thumb 5-‐10-‐20 seconds
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Dashboard Performance Management
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Objectives: 1. How to protect the value of shared self-‐service environment? 2. How to prevent one badly-‐designed query from bringing all servers to their
knees?
Site Closure Monitoring & AlerNng Server Policy
• Site size < 5G • Workbooks size < 500M • Extracts 5meout < 2 hours • …..
• Daily yellow alerts 10-‐20 seconds render 5me
• Daily red alerts >20 seconds render 5me
Governing Body
Content Certification
Data Governance
Performance
Publishing
Community
• Public performance metrics
3 Week Red Warning
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Data Governance
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AudiNng
ConnecNons
Data Masking
“Must have” for Self-‐Service BI
Enterprise Data Management ü Consistent data access
ü No connecNon to Tier 1 DW, ERP, SFDC, etc
ü Masked sensiNve HR & Fed data in Tier 2
Objective: 1. How to ensure self-‐service compliance with exisNng data governance
process, polices and controls? 2. How to avoid mulNple versions of KPIs?
Governing Body
Content Certification
Data Governance
Performance
Publishing
Community
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Content Certification Cycle
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Objective: How to provide trustworthy contents to end consumers?
Governing Body
Content Certification
Data Governance Performance
Publishing
Community
Data & Ques5ons
Catalog Searching
Business is empowered for self-‐service
IT maintains data governance scope
Track Identify Certify
Use Cer5fied Versions
Discovery & Analysis
Share & Refine
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Governed Self-Service Model : 30 Processes
27
Governing Body
Content Certification
Data Governance Performance
Publishing
Community
Governed Self-‐Service
• Engagement process • Server access policy • Reporting permission • Release process
• Workbook internals • Data extracts • Performance alerts • Server checkups for tuning &
performance
• Data protection • Data privacy • Data access consistence • Role level security • Data sources and structure
• Intranet Space • User CoE meeting • Training • licensing model • Best practice & Tips • Support process • Communication
• Governing Structure • Site Strategy • Roles & responsibilities • Rules and policies • Vendor management
• Content governance cycle • Report catalog • Report category • Data certification • Report certification
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3. Business Benefits
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Wild Success for NetApp
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Business Reviews
• Re5red many shadow IT systems
• Lower data management risk
• Visibility on new data sources
• Lean IT
• SFDC users get enriched Tableau views/data seamlessly
• Tableau users & permissions created automa5cally per SFDC
• Tableau servers in DMZ allowing partner access
• Role level security per partner
• Hidden URL to avoid user guessing other views
• Reduced monthly planning cycle to half
• Fully automated, data-‐driven presenta5ons via Tableau
SFDC IntegraNon
External Partner Access
Big Wins for IT & Data Gov.
Success
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Key Takeaways – Governed Self-Service Analytics
30
Governing Body
Content Certification
Data Governance Performance
Publishing
Community
1. Engage/Lead self-‐service analy5cs 2. Create governed self-‐service analy5cs enterprise council with business & IT
3. Trust & empower business teams 4. Make BU site admins accountable 5. Must have data governance
Governed Self-‐Service
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THANK YOU
• Keynote speaker at Tableau West Coast Customer Advisory Summit - March 2016
• Frequent speaker at Tableau Conference, Tableau Server Group, International Server Admin Group, etc
• Panel member for Enterprise IT Summit, Tableau Conference Executive Track, Analytics meet-ups
• Blogs - http://enterprisetableau.com/blogs/ • Book (to be published) - https://leanpub.com/tableau
Mark Wu – Tableau Guru [email protected]