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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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
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
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
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
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.
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
Business vs. IT Roles in Traditional BI
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IT
Priori5za5on
Dashboard Building
Business
Business Opera5ons
Sales
Mktg
Fin
Product
…….
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
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
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
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?
Governing via Internal Community
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Governing Body
Content Certification
Data Governance Performance
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
Content Certification
Data Governance Performance
Publishing
Community
Principles:
1. Test first 2. Performance rule of thumb 5-‐10-‐20 seconds
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