Organizations continually fail to generate ROI on their governance initiatives because they are too narrow in scope. To be effective, Business Intelligence (BI) governance must cover both data and visualizations. 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: • People - Roles and responsibility in the governance process • Process - A matrix to map out the right process for each type of information asset • Technology - The essential components required in your technology stack

1. Business Intelligence Portal
Give your data the audience it deserves
A Practical Guide to Implementing effective BI Governance
Marius Moscovici
Founder & CEO
Metric Insights
Mike Smitheman
VP Sales & Marketing
Metric Insights

2. BI GOVERNANCE
=
DATA GOVERNANCE
+
ANALYTICS GOVERNANCE

3. PEOPLE
PROCESS
TECHNOLOGY
BI Governance

4. Roles & Responsibilities
Business Owner
Business Rule Definitions
BI Analyst
Implementing Business Logic
Data Steward
Data Validation

5. Business Rule Definition
Attainment Calculation
Territory Definition
Sales Operations Use Case
Monthly Sales Rep Attainment Dashboard
Implementing Business Logic
Chart & Table Creation
Dashboard Design
Data Validation
Salesforce queries
Data transformation rules
Roles & Responsibilities

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

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

8. Examples – Network Performance
SMALL MEDIUM LARGE
Audience Size
Business
Impact
Calendar
Elapsed Time
Automatic
decertification
Network
Performance
Report
MEDIUM
HIGH
LOW
Review as candidate
for recertification
Review every
12 months

9. Examples – Sales Quota Attainment
SMALL MEDIUM LARGE
Audience Size
Business
Impact
Calendar
Elapsed Time
Automatic
decertification
MEDIUM
HIGH
LOW
Review as candidate
for recertification
Sales Quota
Attainment
Dashboard
1st Day of
Fiscal Qtr

10. Examples – Monthly Fiscal Report
SMALL MEDIUM LARGE
Audience Size
Business
Impact
Calendar
Elapsed Time
Automatic
decertification
MEDIUM
HIGH
LOW
Review as candidate
for recertification
Monthly Fiscal
Report
1st Day of
Fiscal Month

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. Review Process Grid
Calendar
Elapsed Time
Automatic
decertification
Review as candidate
for recertification
Trigger
Process

13. Description changed
Content Changes
High Risk Changes
Low Risk Changes
Review as candidate
for recertification
Metric definition
changed
Automatic
decertification

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

15. Business Intelligence Portal
Give your data the audience it deserves
marius@metricinsights.com
mike@metricinsights.com