Run IT as Business Meetup self-service BI

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

1. NetApp’s Journey with Self–Service Analytics

2. How to Create a Governance Self-Service Model

3. Business Benefits

BI/Analy5cs Being Technology Priori5es for CIOs

3

Gartner

Discovery or Self-‐Service BI/Analy5cs becomes new norm

What is Self-‐Service Analy5cs

4

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

1. NetApp’s Journey with Self–Service Analytics

NetApp is a Computer Storage and Data Management Company

6

Annual Revenue Global Employees Patent Assets

NetApp Enterprise Analytics Journey

7

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


8

2009 2011 2013





360 Customer View




Challenges 2013 • Inflexible to changes • Difficult to mash-‐up data • Demand on discovery & self-‐service


9

2009 2011 2013 2015





360 Customer View




Governed Self-‐Service

ü  Built Tier 2 Warehouse ü  Deployed Tableau

Ø  Data Mash-‐up Ø  Self Service Ø  Fast Turnaround

Dual BI/AnalyNcs Environments

10

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

TradiNonal and Self-‐Service Co-‐exists

11

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

14

Gartner: By 2017, 75% of IT Organiza5on will have a bimodal capability. Half will make mess.

Don’t be in the wrong half.

Governance Process Ensures Success

15

Time

Mat

urity

Lev

el &

Use

rs

2014 2015

Operating Model

Content Certification

Data Governance

Performance Management

Publishing

Community


2013

to departments

2016

Business vs. IT Roles in Traditional BI

16

IT

Priori5za5on

Dashboard Building

Business

Business Opera5ons

Sales

Mktg

Fin

Product

…….

Business vs. IT Roles in Self Service BI

17

IT

Scalability

PlaJorm Management

Data Management

Business

Business Opera5ons

Sales

Mktg

Fin

Product

…….

Data extracts

Dashboard Building

Responsibilities for Self-Service BI

IT

Server

Data Service

Technical ConsulNng

AudiNng & compliance Governance

Support

Learning

Business

Sites

Department Data

Release

Dashboards

18

2. How to Create Governed Self–Service Model

Governed Self-Service Model

20

Governing Body


Data Governance Performance

Publishing

Community


•  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

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



Publishing

Community

Questions: 1.  Who makes the rules for Enterprise Self-‐Service Plaform? 2.  Who enforces the rules?

Governing via Internal Community

22

Governing Body



Publishing

Community

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



Publishing

Community

Principles:

1.  Test first 2.  Performance rule of thumb 5-‐10-‐20 seconds

Dashboard Performance Management

24

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


Data Governance

Performance

Publishing

Community

• Public performance metrics

3 Week Red Warning

Data Governance

25

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


Data Governance

Performance

Publishing

Community

Content Certification Cycle

26

Objective: How to provide trustworthy contents to end consumers?

Governing Body



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

Governed Self-Service Model : 30 Processes

27

Governing Body



Publishing

Community


•  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

3. Business Benefits

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

Key Takeaways – Governed Self-Service Analytics

30

Governing Body



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


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]

Documents

Run IT as Business Meetup self-service BI