- Understand why each company needs solid analytics and data strategy & capabilities
- Typical data problems each company experiences, regardless of the scale
- Core competences and roles
- Analytics products and artefacts
- Analytics Usecases
3. …set of tools, practices and technologies used for
discovery, interpretation and communication of
meaningful patterns in data.
…entails applying data patterns towards effective
decision making.
Analytics, is…
Machine or Human
or integrated in
other products
4. Evolution Of Analytics
Data Quality Aspects:
1. Accuracy
2. Timeliness
3. Completeness
4. Uniqueness
5. Consistency
6. Validity
5. Data Insights
Dashboards, Business Answers, Strategical / Tactical & Operational
Reporting, AdHoc Analysis
Data Integrations & Intelligent Services
Data As a Service
Prediction, Segmentation, Personalization, Scoring, DWH/Data Lake,
Data Mainlining Tools, BI Self Service
Knowledge, Expertise & Tools
Some Of The Generic Data Products & Services
6. Finance is the only function that needs data!
We have our developer John Dow who knows
Python and SQL, he can create any report I want
from our database?
We have a tons of data, our devs will setup a
DWH and we can do great stuff
Wrong Assumptions
Our data are perfect!
7. The Quick & Dirty Poor Practices
Report with
Active Customer
How old & relevant are this data?
How did you calculate the Active customers?
Is this End od Month count or monthly aggregate?
What’s the definition of active customer?
Is it users or customers, what is the difference?
How can I combine this information with my GA
behavioral metrics?
I have Customer IDs but I don’t know who are
these customers.
Can I use this data also for my Outbound
Campaign.
Who can tell me if this information is correct.
The number of customers does not match the one
in our CRM.
Something has changed with my previous record.
I cannot get the historical data because we don’t
have logs or the customer fields are not
versionized.
“John Dow, can you Slack me report with the Active Customers?
8. How Complex It Can Get
Multiplied:
Event Data
Streaming Data
Unstructured Data
Different data storage technologies
Non-matching Data Models
Missing Records & Poor Data Quality
Missing historical information
Data are not modelled/designed for
analytics
Your Company
10. PO
Data Analyst / Scientist
Data Engineer
ML Engineer
Software Engineer
Typical Analytics Team
This is not your SW engineer
who knows Python, Scala or
SQL! Unlike developers, these
folks know what type of
problems the DS/DA
experience.
Analysts can be specialized in
Web (Behavioral), Business,
Spatial Analysis, etc…
Customer Facing Roles
11. Typical BI/Data User Personas
Leadership Team
•Type: BI Consumer
Characteristics:
I oversea broad company initiatives,
strategy and manage people
I'm frequent traveler and heavy
smartphone user
I have busy schedule and often jump
from one meeting to another
Goals
I want to know how we perform on
our key initiatives (KPIs)
I want to have my information
summarized / visualized in one
dashboard and easy to navigate at
one-click
Frequency:
Once per day
Channels:
Phone
Laptop
Email / Slack / Sharepoint
Tools: Embedded visual dashboard
Business Manager
•Type: BI Consumer
Characteristics:
I oversea the sales domain and
closely monitor operational processes
I have busy schedule and often go
form one meeting to another
Goals
I want to know how efficiently and
effective we perform within Sales
I want to have my information
summarized / visualized in one
dashboard and easy to navigate at
one-click
If I see some peaks in the trends, I
want to be able to make adhoc report,
slide/dice and drill the information to
the relevant level
I will use the BI glossary and use the
data definitions so I make my adhoc
report.
Frequency: Few times per day
Channels: Laptop, Phone
Tools: Excel / Power BI
Data Analyst / Scientist
•Type: BI Producer
Characteristics:
I'm a tech and data savvy and
working with data is my day to day job.
I have advanced data analyses and
statistics skills and subject matter
expertise for my domain.
I'm convenient working with scripting
languages (SQL, Python) and can
develop charts and visualize data.
Goals
In order to perform fast extensive
adhoc analyses I need reliable access
to the raw data sets.
I need to be able to communicate my
insights in easy and seamless manner
with my stakeholders.
In order to perform advanced
statistical analyses and ML modeling I
need reliable and performant
environment and tools.
I am continuously optimizing existing
and creating new dashboards and
reports.
Frequency: Continuously
Channels: Laptop
Tools: SQL, Python, Power BI, Excel,
Shell Programming
12. Strong understanding in the:
Product, business and operating
model
Underlying IT architecture and data
flows
Data science approaches and
technologies used to solve typical
business and product problems (at
scale)
Analytics & Data PO Unicorn
Concepts & Artefacts
KPI Definitions & Glossary
Data Domain Modeling
Data Management
Data Governance
Data Privacy & GDPR
Data By Design Principles
Cloud Data Architectures
13. Analytics Stakeholders and Customers
Data &
Analytics Team
CxO
Marketing
Finance
Customer
Success
Data Analyst
Business
Development
Business
Development
Data Analyst
Product
Teams
Product
Management
Analytics Guild
Business Enabler &
Growth Function
14. Value, Outcomes & Usecases
Customer Success
• Goal: Reduce churn rates
Scenario: Targeted loyalty
campaigns for Customer with
high churn probability
Scenario 2: Account’s health
dashboard
• Goal: Improve operational
efficiency and customer
satisfaction
Scenario: Track and correlate
customer success processes
and efficiency with NPS and
CLV.
Product
• Goal: Facilitate Product
Discovery
Scenario: Collect and Analyze
CES and CSS feedback.
Scenario 2: A/B testing
• Goal: Product Backlog
Priorities
Scenario 1: OKRs - Measure
outcomes and adoption on
newly developed features.
Scenario 2: Identify the
correlation between user
actions and conversion rate
• Goal: Growth and
engagement
Scenario: Personalize user
experience based on the data
points (templates)
Scenario 2: Funnel
optimization
• Gola: Adoption and growth
Scenario: Insights and
Intelligence for the customers
of your customer
Marketing
• Goal: Improve budget
allocation,
Scenario: Optimize for
AdWords and focus on more
successful channels
• Goal: Increase conversion
rate
Scenario: Develop leads
scoring mechanism.
Observing leads who sign up
but do not subscribe
behavior and find those
patterns that signal
conversion.
Business Development
• Goal: Growth
Scenario: Focus efforts on
most valuable customers
Risk & Fraud
• Goal: Portfolio Management
Scenario: Understand which
loans are at most risk of
default
• Goal: Credit Scoring
Scenario: I want to
understand what is the risk
score of my prospect/existing
customer so I would know
what type of product I can
offer and at what price and
interest rates
• Goal: Revenue Protection
Scenario: Understand
patterns of fraudulent
behavior to protect company
revenue and customers
wallets.