This document discusses the need for a business intelligence (BI) portal to help solve governance issues and improve data discoverability, access, and usage. It outlines problems with current approaches to data governance that lead to declining usage of data catalogs. The proposed solution is a BI portal that delivers metadata to users where they consume it, through BI tools, data catalogs, and Excel. The portal would make useful content discoverable and provide value to three key user personas: business users, content publishers, and data governance teams. It would be demoed to show how it addresses these needs.

1. Business Intelligence Portal
Give your data the audience it deserves
Stop the Madness!
A Practical Guide to making your Data Catalog Strategy work

2. • Why do governance?
• How are we trying to solve governance
• Why the approach we take is not working
• The solution: BI Portal
AGENDA

3. FEEL THE PAIN
of a lack of governance…

4. • Compliance
• Data Discoverability
• Data Consistency
• Lineage
• Data Quality

5. …a Data Catalog
is the answer

6. • Deploy the Catalog
• Ingest metadata
• Auto-Tag Sensitive Data
• Create Lineage
• Define Glossary
• Define Ownership
• Flag Data Quality Issues

7. Initial increase in usage after
the launch announcement

8. …but usage starts to
rapidly decline

9. Why Does This Approach Not Work?
Complex &
difficult to use
tools
Not a part of
user flow
Too much
clutter

10. The Solution

11. BI Tools
Data Catalogs Excel
Deliver metadata to the point of consumption
Manually

12. Make the useful
content discoverable

13. Business User
Content Publisher
Data Governance
3Target
Personas

14. Business User
• Find and access ALL of my analytic content in
one place
• Search for my content from Anywhere (Portal,
Slack, Mobile)
• Request access to discoverable content
• Understand definitions via tagging and
extended metadata
• Understand data usage constraints

15. Content Publisher
• Search for certified datasets to build new
visualizations
• Understand the lineage for existing Dashboards
and published datasets
• Track usage trends for my content
• Review Feedback on my content
• Promote Content

16. Data Governance
• Certify the reporting and datasets that contain
trusted data
• Ensure that all sensitive data has been
classified properly
• Ensure business users understand which
dashboards contain sensitive data
• Track review and acceptance of TOS around
sensitive data usage

17. Provide a launching
point to your data
catalog

18. PRODUCT DEMO
METRIC INSIGHTS
ENTERPRISE BI PORTAL
Keeping your users engaged with governed BI

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