DAS Slides: Self-Service Reporting and Data Prep – Benefits & Risks

Self-Service Reporting and Data Prep –
Benefits & Risks
Donna Burbank, Managing Director
Global Data Strategy, Ltd.
December 4th, 2018
Follow on Twitter @donnaburbank
Twitter Event hashtag: #DAStrategies

Global Data Strategy, Ltd. 2018
Donna Burbank
Donna is a recognised industry expert in
information management with over 20 years
of experience in data strategy, information
management, data modeling, metadata
management, and enterprise architecture.
Her background is multi-faceted across
consulting, product development, product
management, brand strategy, marketing,
and business leadership.
She is currently the Managing Director at
Global Data Strategy, Ltd., an international
information management consulting
company that specializes in the alignment of
business drivers with data-centric
technology. In past roles, she has served in
key brand strategy and product
management roles at CA Technologies and
Embarcadero Technologies for several of the
leading data management products in the
market.
As an active contributor to the data
management community, she is a long time
DAMA International member, Past President
and Advisor to the DAMA Rocky Mountain
chapter, and was recently awarded the
Excellence in Data Management Award from
DAMA International in 2016.
Donna is also an analyst at the Boulder BI
Train Trust (BBBT) where she provides advice
and gains insight on the latest BI and
Analytics software in the market. She was on
several review committees for the Object
Management Group’s for key information
management and process modeling
notations.
She has worked with dozens of Fortune 500
companies worldwide in the Americas,
Europe, Asia, and Africa and speaks regularly
at industry conferences. She has co-
authored two books: Data Modeling for the
Business and Data Modeling Made Simple
with ERwin Data Modeler and is a regular
contributor to industry publications. She can
be reached at
donna.burbank@globaldatastrategy.com
Donna is based in Boulder, Colorado, USA.
2
Follow on Twitter @donnaburbank
Twitter Event hashtag: #DAStrategies

DATAVERSITY Data Architecture Strategies
• January - on demand Emerging Trends in Data Architecture – What’s the Next Big Thing?
• February - on demand Building an Enterprise Data Strategy – Where to Start?
• March - on demand Modern Metadata Strategies
• April - on demand The Rise of the Graph Database
• May - on demand Data Architecture Best Practices for Today’s Rapidly Changing Data Landscape
• June - on demand Artificial Intelligence: Real-World Applications for Your Organization
• July - on demand Data as a Profit Driver – Emerging Techniques to Monetize Data as a Strategic Asset
• August - on demand Data Lake Architecture – Modern Strategies & Approaches
• Sept - on demand Master Data Management: Practical Strategies for Integrating into Your Data Architecture
• October - on demand Business-Centric Data Modeling: Strategies for Maximizing Business Benefit
• December Panel: Self-Service Reporting and Data Prep – Benefits & Risks
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This Year’s Line Up for 2018

• January 24 - Emerging Trends in Data Architecture – What’s the Next Big Thing?
• February 18 - Building a Data Strategy - Practical Steps for Aligning with Business Goals
• March 28 - Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA)
• April 25 - Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner)
• May 23 - Master Data Management - Aligning Data, Process, and Governance
• June 27 - Enterprise Architecture vs. Data Architecture
• July 25 - Metadata Management: from Technical Architecture & Business Techniques
• August 22 - Data Quality Best Practices (w/ guest Nigel Turner)
• Sept 26 - Self Service BI & Analytics: Architecting for Collaboration
• October 24 - Data Modeling Best Practices: Business and Technical Approaches
• December 3 - Building a Future-State Data Architecture Plan: Where to Begin?
4
Next Year’s Line Up for 2019

Today’s Topic
5
Self-Service Reporting and Data Preparation
• As more organizations see the value of becoming data-driven, an increasing number of business
stakeholders want to become more actively involved in the reporting and preparation of critical
business data.
• Tools and technologies have evolved to support this desire, and the ability to manage and analyze
vast amounts of disparate data has become more accessible than ever before.
• With this increased visibility and usage of data, the need for data quality, metadata context,
lineage and audit, and other core fundamental best practices is greater than ever.
• How can an effective architecture & governance model be created that supports both business
agility, as well as long-term sustainability and risk reduction?
• Where do these responsibilities lie between business and IT stakeholders?

Survey Says
• Are you currently implementing a Self-Service Reporting Strategy?
• Yes, we have a self-service strategy in place
• We are just beginning to investigate or implement self-service
• No, we do not have a self-service strategy in place
6
Audience Poll

Reducing Time to Insight is a Key Driver for
Self Service Data Prep
• According to a TDWI’s Best Practices Report on “Improving Data Preparation for
Business Analytics” from Q3 2016, the following are key drivers for Self-Service
Data Preparation
• 81% Shorten time to business insight
• 76% Increase data-driven decision making
• 53% Improve reaction time to business conditions
• 49% Operational efficiency for frontline works
• 43% Gain a single, complete view of relevant data
7
• The most popular sources include traditional ones:
• 87% Relational databases
• 83% Data warehouse
• 79% Spreadsheet or desktop database
Departmental
Database

Reducing Organizational Siloes
8
Self-Service Data
Prep & BI Reporting
• Exploratory projects
• Quick wins
• Little documentation &
governance
Data Warehouse &
Traditional BI Reporting
• Enterprise reporting
• Long-term projects
• Data Standards
• Metadata & Governance
Data
Warehouse
The old way….
Report requirements thrown
‘over the wall’….and wait…
Departmental
Database

Industry Trends: Data Platforms are Currently in Use?
While relational technologies are
popular, there are numerous other
technologies in use as well.
9
“Which of the following data sources or platforms are you currently using? [Select all that apply]
Relational Databases
are still clearly the
leader.
Spreadsheets are
ubiquitous
More Legacy
platforms (44.6%)
than Big Data (42.2%)
From Emerging Trends in Data Architecture, DATAVERSITY, by Donna Burbank & Charles Roe, October 2017

Industry Trends: Emerging Technologies
10
“Which of the following do you plan to use in the future that you are not using currently? [Select all that Apply]”
Many looking to Big
Data Platforms
Movement to the
Cloud is popular
Uncertainty is
common.
For those looking at future
technologies, there is a wide range
of responses.
• Big Data Platforms a leader
• Move to Cloud RDMBS
• Graph Database
• Real-time Streaming
• Internet of Things (IoT)
Many are still uncertain, indicating
the vast rate of change and wide
array of choices available.
From Emerging Trends in Data Architecture, DATAVERSITY, by Donna Burbank & Charles Roe, October 2017

Discussion
• How does the expansion of data sources beyond relational databases
complicate self-service reporting & data preparation?
• Is it realistic for business users to be able to handle non-relational sources such
as IoT, video, streaming data, etc?
• What new tools and skills are needed? Does everyone need to be a data
scientists?
11

Moving to the Cloud
• Adoption of Cloud Technologies is on the rise, with over 75% of respondents in a recent survey currently
implementing a Cloud strategy, or planning to in the future.
12
A Growing Trend
Scalability & Cost Savings are leading reasons for moving to the Cloud
From Trends in Data Architecture 2017, by Donna
Burbank & Charles Roe

Cloud Migration not without its Concerns
Security & Privacy are leading concerns for
those moving to the Cloud.
13
What are your Concerns regarding moving data to the Cloud? [Select All that Apply]
From Trends in Data Architecture 2017, by Donna
Burbank & Charles Roe

Discussion
• How does the rise in Cloud Platforms affect Self-Service?
• Does self-service apply to platforms themselves?
• i.e. With the ease of use of Cloud Technologies, can/should anyone spin up a
data platform on Amazon, MS Azure, etc.?
14

Increasing Number of Roles
• With a greater business focus on
data and a wider range of
technologies associated with Data
Management…
• … it is not surprising that there is a
concomitant rise in the diversity of
roles responsible for developing a
Data Architecture.
• … the role of the data architect, not
surprisingly, continues to play a
large role.
15
Wide Range of Responses shows Need for Collaboration
Collaboration is Key
From Trends in Data Architecture 2017, by Donna Burbank & Charles Roe
Wide range
of roles

Discussion
• What roles are typically involved in Self Service Data Preparation &
Reporting?
• How do business and IT work together?
• What skills are required?
16

Collaboration to Support the Self-Service User
17
“If there are standardized
data sets, I’d love to use
them!”
e.g. Master Data, Data Warehouse
“Published documentation,
metadata, & standard
definitions are super-helpful!”
e.g. Glossaries, data models, etc.
“I want to integrate these data
sets with my own exploratory
data for analysis & modeling!”
e.g. Self-Service Data Prep & Analysis Tools
“How can I leverage what other
people have done, and see
what is most relevant?
e.g. Data Cataloguing & Crowdsourcing
Today’s self-service data preparation & reporting user makes use of a wide variety of tools & technologies.

Crowdsourcing Governance & Metadata Definitions
• Many data governance projects (& vendors) are embracing the concept of “crowdsourcing”. i.e. The Wikipedia vs.
Encyclopedia approach
• Open editing
• Popularity & Usage Rankings
• Dynamically changing
• This can complement the more traditional “Encyclopedia” approach
18
Encyclopedia Wikipedia
• Created by a few, then published as read-only
• Single source of “vetted” truth
• Static
• Created by a by many, edited by many
• Eventual consistency with multiple inputs
• Dynamic
For Standardized, Enterprise Data Sets For Self-Service Data Prep & Analytics

Discussion
• How do Data Governance & Metadata Management change in the
world of Self Service?
• Are new tools needed?
• New ways of collaborating?
• New ways of governing data?
19

Summary
• The rising interest in data has a wide range of roles involved in preparing and reporting on
data.
• Self-service data preparation and reporting are establishing new ways for business and IT
stakeholders to work together.
• Tools and technologies are evolving to support this new paradigm.
• Collaboration is needed to achieve the right level of data governance and metadata
management.

• January 24 - Emerging Trends in Data Architecture – What’s the Next Big Thing?
• February 18 - Building a Data Strategy - Practical Steps for Aligning with Business Goals
• March 28 - Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA)
• April 25 - Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner)
• May 23 - Master Data Management - Aligning Data, Process, and Governance
• June 27 - Enterprise Architecture vs. Data Architecture
• July 25 - Metadata Management: from Technical Architecture & Business Techniques
• August 22 - Data Quality Best Practices (w/ guest Nigel Turner)
• Sept 26 - Self Service BI & Analytics: Architecting for Collaboration
• October 24 - Data Modeling Best Practices: Business and Technical Approaches
• December 3 - Building a Future-State Data Architecture Plan: Where to Begin?
21
Next Year’s Line Up for 2019

White Paper: Trends in Data Architecture
22
Free Download
• Download from
www.globaldatastrategy.com
• Under ‘Resources/Whitepapers’

About Global Data Strategy, Ltd
• Global Data Strategy is an international information management consulting company that specializes
in the alignment of business drivers with data-centric technology.
• Our passion is data, and helping organizations enrich their business opportunities through data and
information.
• Our core values center around providing solutions that are:
• Business-Driven: We put the needs of your business first, before we look at any technology solution.
• Clear & Relevant: We provide clear explanations using real-world examples.
• Customized & Right-Sized: Our implementations are based on the unique needs of your organization’s
size, corporate culture, and geography.
• High Quality & Technically Precise: We pride ourselves in excellence of execution, with years of
technical expertise in the industry.
23
Data-Driven Business Transformation
Business Strategy
Aligned With
Data Strategy
Visit www.globaldatastrategy.com for more information

Questions?
24
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DAS Slides: Self-Service Reporting and Data Prep – Benefits & Risks

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DAS Slides: Self-Service Reporting and Data Prep – Benefits & Risks