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In the last post, I provided guidelines on security and preventing unauthorized access to your data. I warned you that an overly restrictive security model could encourage bad behavior. BI system security is like my wife's purse. I might want to look inside, but I wouldn't...

Security and data governance are often treated as the same thing. They aren't. Security is about preventing unauthorized access. Governance is making it easier for people to find the information they need. One is about prevention, and the other is about inclusion. IT staff are rarely...

If you skimp on training, you may burn every penny you save later in the project when it's inconvenient and more costly. Even your expert team members need training and time to become confident in their skills and knowledge of new tools and methods. Your core...

Most people in your company are not database experts. They are interested in something other than databases and ELT programs. They want information that supports their work needs. Human beings are visual creatures, and interactive dashboards are visual data expressions. Dashboards enable everyone to see, understand...

What are the differences or similarities between Matillion and Alteryx Designer? Both Matillion and Alteryx are popular low-code/no-code tools that help with data transformation and integration, so it’s no surprise we have to clarify these two tools with clients from time to time. While on the surface...

The plans, quotes and project deliverables your selected consulting partner helped you develop should include a proof-of-concept project recommendation based on your combined due diligence. The proof-of-concept (POC) sprint is a crucial subproject that tests your platform and software selections. The first dashboards your end users...

After working in the IT Managed Services industry for over 18 years, particularly in medium and small business markets, I’ve come across businesses of all shapes and sizes.  The underlying goal has always been simply to keep business processes up and running.  If an IT...

Data workflows are like hiking boots — good-fitting ones can take you anywhere. Ill-fitting ones spawn misery. As you document the existing workflows in discovery meetings, these details will influence your software selections — the tools for the data workflows. The amount and type of work...

An essential part of any business intelligence system plan is to collect information on the vital data workflows within your company. An ounce of discovery is worth a pound of remediation. -Adapted from Benjamin Franklin During discovery, identify the business processes that comprise operations and provide data outputs....

One of the reasons I gravitated towards a career in data visualization was just that — the visualizations. My background is in the visual arts and to see data, facts and numbers, concepts and correlations, all brilliantly designed and represented in colorful graphs activated both...

This section summarizes the skills and knowledge your deployment team must have. Your deployment team will set up the software, define the proof-of-concept (POC) deliverables and perform efficacy testing. They will work with your consulting partner and end users to ensure the project deliverables meet...

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