The purpose of this document is to provide you with an actionable, high-level framework, guidance, and tips to successfully deliver governed self-service BI across the enterprise. Although ad-hoc reporting tools have come a long way the past few years, most of the tools in the market today have significant governance gaps.
Self-service BI governance involves a partnership between business and IT leaders on how to best empower everyone to make data-driven decisions efficiently and responsibly. Analytics guides interactions, informs decisions, drives processes and ensures better outcomes. In balancing organization and individual needs, a collaborative initiative considers various user perspectives and reporting use cases. Since everyone must participate, governance requires an organizational reporting culture change.
The potential risks of not being able to institute a solid self-service BI governance program include:
- Failure to comply with regulatory, security or privacy requirements
- Bad decisions based on outdated, incorrect, or incomplete data
- Numerous copies of uncontrolled data compromise one version of the truth
- Inefficient, non-reusable data models, business logic and metrics
- Inability to verify the data origins and changes if audited
- Reporting inaccuracy or limitations across time periods
- Loss of credibility if reports cannot be reconciled
- Scalability, maintainability and security issues
A self-service reporting system with little or no governance can be expensive and challenging to remediate after self-created data models and reports have been developed. It is far better to start with governance in mind on day one.
Governance is not a one-time project. It is ongoing. Governance should evolve to become transparent in the essence of a conscientious, modern data-driven culture.
Using people, process and tools along with a governance framework, critical data assets can be protected for the organization while also providing highly desired, rapid decision making agility for the users. A good governance process will establish proper change management, training policies, and promote data-driven decision making.
In this white paper, we’ll share tips on what to look for when reviewing self-service BI governance features, how to effectively address gaps and successfully implement governance in your enterprise deployment with Pyramid Analytics.
Throughout the rest of this paper, we will walk through the following topics.
- Key Self-Service BI Governance Capabilities
- Self-Service Governance Framework
- Highlighted Implementation Best Practice
Key Self-Service BI Governance Capabilities
Self-Service Governance Framework Enterprise self-service BI platforms do require governance capabilities for agile-yet-controllable access to data for reporting. Effective governance requires structuring appropriate processes, version control, and approval workflows. Here are ten success factor features to consider when evaluating self-service reporting solutions. A more comprehensive technical implementation checklist is provided in the framework section of this white paper.
Self-Service Governance Framework
The framework upon which self-service BI governance balances information value with organizational regulatory, compliance, data privacy, and ethics needs encompasses the following five areas.
Without these areas addressed in a self-service BI deployment, governance initiatives fade into a collection of unfollowed guidelines.