This presentation will provide a practical step-by-step guide for implementing effective BI governance and a toolkit for addressing the three critical aspects of any program.

1. A Practical Guide to
Business Intelligence
Governance
w/ Marius Moscovici, CEO Metric Insights &
Mike Smitheman, VP Metric Insights
September 14, 2022 at 9:30 am PT,
12:30 pm ET, 5:30 pm BST
Mike Smitheman
VP Metric Insights
Data Leaders Brief
Expert Insights. Personlized for you.
Marius Moscovici
CEO Metric Insights

2. Metric Insights’ Enterprise Business Intelligence
Portal is the leading BI governance platform that
integrates all your BI tools, reporting, and metrics
into a single, consolidated catalog of governed BI
assets. Metric Insights drives engagement with BI
making it simple and practical for users to find, trust,
and consume data.
To learn more about how Metric Insights can help
you, visit https://www.metricinsights.com !
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Sponsored by:

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4. A Practical Guide to
Business Intelligence
Governance
w/ Marius Moscovici, CEO Metric Insights &
Mike Smitheman, VP Metric Insights
Mike Smitheman,
VP Metric Insights
Data Leaders Brief
Expert Insights. Personlized for you.
Marius Moscovici,
CEO Metric Insights

5. BI GOVERNANCE
=
DATA GOVERNANCE
+
ANALYTICS GOVERNANCE

6. PEOPLE
PROCESS
TECHNOLOGY
BI Governance

7. Roles & Responsibilities
Business Owner
Business Rule Definitions
BI Analyst
Implementing Business Logic
Data Steward
DataValidation

8. Business Owner - Business Rule Definition
AttainmentCalculation
Territory Definition
Sales Operations Use Case
Monthly Sales Rep Attainment Dashboard
BI Analyst - Implementing Business Logic
Chart &TableCreation
Dashboard Design
Data Steward - DataValidation
Salesforce queries
Data transformation rules
Roles & Responsibilities

9. Process
There is not a
“one size fits all” process

10. Content Classification Grid
SMALL MEDIUM LARGE
MEDIUM
HIGH
LOW
Audience Size
Business
Impact
Business Owner
BI Analyst
Data Steward

11. Process By Role
1
Tracking data quality
alerts
2
Adding data
classification fields
3
Adding
documentation
4
Tagging with glossary
terms
5
Certifying
content
BI Analyst Business Owner Data Steward

12. BI Tools Data Catalogs Excel
Different Sources of Metadata
Manually

13. Different Tiers – Gold, Silver, Bronze
Accountability – Who & When
Content Certification

14. 1. SYNCHRONIZE
Auto sync of assets & metadata
from BI tools into a central portal
2. PUBLISH
Publishing workflows that check,
document, and certify content
5. UPDATE
Change management, attestation
or deprecation of content
4. FEEDBACK
User feedback and ratings
for each asset
3. MONITOR
Automated tracking of content
usage and user activity
BI Lifecycle Management

15. Review & Attestation
Impact Reach Timing
Tier 1 High Broad Quarterly
Tier 2 Medium Medium Annually
Tier 3 Low Narrow Not required

16. Technology
PORTAL
Governance space
to publish, manage,
and access content
COMPLIANCE
Process and content
measurement and
compliance
WORKFLOWS
Classification,
certification and
publication

17. Technology Demo

18. CEO Metric Insights
MARIUS
MOSCOVICI
/in/marius-moscovici-328989/
Metricinsights.com
MIKE SMITHEMAN
/in/smitheman/
Q&A
VP Metric Insights
Metricinsights.com