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Key Elements of a Successful
Self Service Analytics Program
Steve Rimar
CEO & Founder
Analytica Consulting
Agenda
• Introduction
• Program Elements
• Program Structure
• Roles/Responsibilities
• Resource Needs
• Data Governance Architecture
• Case Studies
Introduction – Steve Rimar
• CEO & Founder of Analytica Consulting (2014 – Present)
• Former Director of Analytics at Qualcomm (2006 – 2014)
• Former Principal Consultant at Accenture (2002 – 2006)
• 15+ Years of Analytics & BI Experience
• 20+ Years of IT Experience in Enterprise Architecture
• Multiple Publications within InformationWeek, CNN,
Investors Business Daily, etc.
Introduction to Analytica
• Technology services firm specializing in
data analytics with domain expertise in:
– Quality
– Operations
– Life Sciences
– Biotech
– Healthcare
– Manufacturing
– Marketing
– Product Development
– Finance
What is Self Service Analytics?
Key Elements of Self-Service Analytics
Software
Shared
Environment
Community &
Training
Centralized
Analytics
Team
Data Catalog
Software
• Based on my experience there are three market leaders
Shared Environment
• Centrally managed environment for sharing &
publishing
• On-premise is recommended initially
• Once mature can be hosted off-premise (cloud)
• Publishing should be open to EVERYONE
– Depending on Audience
– Completing appropriate training
Community & Training
• Internal online community where users can:
– Post questions
– Post tips and tricks / best practices
– Learn about new features / updates / events
• Community initially requires moderator
• Eventually it will moderate itself once mature
• Technologies well suited:
– SharePoint (more recent, the better)
– WordPress
– Confluence
Community & Training
• Foster an Ongoing Training Program
– Formal desktop/developer training
– Office Hours
– Ad-Hoc
Centralized
Data Team
BU
BU
BU
BU
BU
BU
Centralized Data Team
Data
Scientists
• Centralized data team works
directly with each Business Unit
• BU’s appoint data leads who
understand data activities and
represent BU’s data interests
• Many companies over centralize or
don’t centralize enough, it’s a
delicate balance…
Data Catalog
Reality Check
• The Program helps data governance and also creates more problems at the
same time
– Self-service analytics tools help find data that would otherwise be neglected
– Re-usable data sets are identified
– Data silos can grow quickly creating more problems
– BUT this is being done today with tools like Excel anyway
• What can the Program do?
– Be open and realistic
– Don’t force analysis to only occur from the data warehouse or supported data
marts
– Provide a platform and a means to centralize the data while also being as agile as
possible
Examples/Case Studies
• Qualcomm
• CDPH
• Illumina
Qualcomm
• Self-Service Program began with
– 1 Developer, 11 Users, Handful of Apps
• Prior to this analytics utilized traditional
means
– IT centric Data Warehouses and Data Marts
– Cognos, Business Objects and OBIEE
• Stats within 5 years:
– 400+ Developers
– 3000+ Applications
– 10,000+ Users
– 80+ Development Teams
Qualcomm Shared Environment
• Gold
– Anyone can publish
– Minimal process + rapid development
• Platinum
– Only certain teams can publish
– Maintains desired standards through formal process
Qualcomm Community/Training
• Community site
• Formal Training Every
Other Month (20
attendees on avg)
• Monthly Developer Office
Hours (50 attendees on
avg)
California Department of Public Health (CDPH)
• State Department made up of many Centers:
– Center for Health Care Quality
– Center for Family Health
– Center for Healthcare Stats & Informatics
• 1000+ Epidemiologists/Analysts/Data Scientists
• Analytica hired in 2016 to create and support the
self-service BI program utilizing Tableau
• Prior to 2016 CDPH had some centralized IT BI
utilizing SSRS, analysts used Excel & SAS primarily
CDPH Self Service BI Program
Project Results
• Created 2 Shared Tableau Environments
(Internal + Public)
• Designed Publishing Process Adhering
to Strict Security Requirements
• Formal training every other month, bi-
weekly informal office hours
• Created Centralized Data Team
• Current footprint (and growing):
– 3 Centers
– 50+ Tableau developer analysts
illumina
• Our Project Goal
– Enhance Use of Analytics Throughout
Enterprise
– Data Governance and Centralization
– Enable Business Analysts to Develop Tableau
Dashboards on their own
• Project Results
– Setup/Configured Tableau Platform
– Trained and Mentored over 200 Analysts
– Provided Tableau Integration with SAP HANA
for Governance & Security compliance
– Deployed Data Virtualization solution to
enhance re-usable data sets/governance

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Key Elements for a Successful Service Analytics Program

  • 1. Key Elements of a Successful Self Service Analytics Program Steve Rimar CEO & Founder Analytica Consulting
  • 2. Agenda • Introduction • Program Elements • Program Structure • Roles/Responsibilities • Resource Needs • Data Governance Architecture • Case Studies
  • 3. Introduction – Steve Rimar • CEO & Founder of Analytica Consulting (2014 – Present) • Former Director of Analytics at Qualcomm (2006 – 2014) • Former Principal Consultant at Accenture (2002 – 2006) • 15+ Years of Analytics & BI Experience • 20+ Years of IT Experience in Enterprise Architecture • Multiple Publications within InformationWeek, CNN, Investors Business Daily, etc.
  • 4. Introduction to Analytica • Technology services firm specializing in data analytics with domain expertise in: – Quality – Operations – Life Sciences – Biotech – Healthcare – Manufacturing – Marketing – Product Development – Finance
  • 5. What is Self Service Analytics?
  • 6. Key Elements of Self-Service Analytics Software Shared Environment Community & Training Centralized Analytics Team Data Catalog
  • 7. Software • Based on my experience there are three market leaders
  • 8. Shared Environment • Centrally managed environment for sharing & publishing • On-premise is recommended initially • Once mature can be hosted off-premise (cloud) • Publishing should be open to EVERYONE – Depending on Audience – Completing appropriate training
  • 9. Community & Training • Internal online community where users can: – Post questions – Post tips and tricks / best practices – Learn about new features / updates / events • Community initially requires moderator • Eventually it will moderate itself once mature • Technologies well suited: – SharePoint (more recent, the better) – WordPress – Confluence
  • 10. Community & Training • Foster an Ongoing Training Program – Formal desktop/developer training – Office Hours – Ad-Hoc
  • 11. Centralized Data Team BU BU BU BU BU BU Centralized Data Team Data Scientists • Centralized data team works directly with each Business Unit • BU’s appoint data leads who understand data activities and represent BU’s data interests • Many companies over centralize or don’t centralize enough, it’s a delicate balance…
  • 13. Reality Check • The Program helps data governance and also creates more problems at the same time – Self-service analytics tools help find data that would otherwise be neglected – Re-usable data sets are identified – Data silos can grow quickly creating more problems – BUT this is being done today with tools like Excel anyway • What can the Program do? – Be open and realistic – Don’t force analysis to only occur from the data warehouse or supported data marts – Provide a platform and a means to centralize the data while also being as agile as possible
  • 15. Qualcomm • Self-Service Program began with – 1 Developer, 11 Users, Handful of Apps • Prior to this analytics utilized traditional means – IT centric Data Warehouses and Data Marts – Cognos, Business Objects and OBIEE • Stats within 5 years: – 400+ Developers – 3000+ Applications – 10,000+ Users – 80+ Development Teams
  • 16. Qualcomm Shared Environment • Gold – Anyone can publish – Minimal process + rapid development • Platinum – Only certain teams can publish – Maintains desired standards through formal process
  • 17. Qualcomm Community/Training • Community site • Formal Training Every Other Month (20 attendees on avg) • Monthly Developer Office Hours (50 attendees on avg)
  • 18. California Department of Public Health (CDPH) • State Department made up of many Centers: – Center for Health Care Quality – Center for Family Health – Center for Healthcare Stats & Informatics • 1000+ Epidemiologists/Analysts/Data Scientists • Analytica hired in 2016 to create and support the self-service BI program utilizing Tableau • Prior to 2016 CDPH had some centralized IT BI utilizing SSRS, analysts used Excel & SAS primarily
  • 19. CDPH Self Service BI Program Project Results • Created 2 Shared Tableau Environments (Internal + Public) • Designed Publishing Process Adhering to Strict Security Requirements • Formal training every other month, bi- weekly informal office hours • Created Centralized Data Team • Current footprint (and growing): – 3 Centers – 50+ Tableau developer analysts
  • 20. illumina • Our Project Goal – Enhance Use of Analytics Throughout Enterprise – Data Governance and Centralization – Enable Business Analysts to Develop Tableau Dashboards on their own • Project Results – Setup/Configured Tableau Platform – Trained and Mentored over 200 Analysts – Provided Tableau Integration with SAP HANA for Governance & Security compliance – Deployed Data Virtualization solution to enhance re-usable data sets/governance

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