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1. Understanding
and Curating
Data in PM
Justin Malloy
Yellowfin BI

2. Justin Malloy
SOLUTIONS ENGINEER, YELLOWFIN BI
EMBEDDED ANALYTICS

3. Agenda
• Introduction
• Why Data is Important
• How to use Historical Data to help Dictate Future Success
• How to Curate the Data Story

4. Introduction
• Introduced to Product Management in College
• Studied Business Finance
• Worked as a Data Analyst
• E-commerce
• BI Solutions Engineer
• Started as a technical consultant
• Work heavily with Product Managers

5. Why Data is Important
• Drives every decision we make
• Internally
• Externally
• Data: facts and statistics collected together for reference
and analysis.

6. Data Gathering and
Management
EXCEL/GOOGLE
SHEETS
REPORTING
DATABASE
PRODUCT
MANAGEMENT TOOLS

7. Leveraging the
Data Gathering Requirements
OKRs and KPIs
Usage Tracking

8. How to use
Historical Data
• Trend Analysis
• User Adoption
• Visualizations

9. Product
Managers
• Trend Changes
• Product Lifecycle
• OKRs and KPIs can change
• Usage tracking can show
changing trends

10. Project Managers
• Historical Data
• Completed Projects
• Increase efficiencies
• Project predictions

11. Third Party Tools
• Ask questions of the data
• Explore historical data
• BI Tools: Yellowfin BI, Power BI, Tableau
• PM Tools: Monday, Jira, Productboard,
ProductPlan

12. How to Curate the
Data Story

13. Presentation
• Used when presenting to
an audience
• Less is more: Charts show
data and contextualize with
your commentary

14. Disseminating
• Word
• Stories
• Email
• Blog
• Consumed at the leisure of
the reader

15. Tracking or
Reviewing
• Dashboards
• Reports

16. Conclusion
• Data is important and valuable to Product Managers
• Clean, usable data
• OKRs and KPIs
• Usage Tracking
• Historical Data for Future Success
• Trend Analysis
• Data Story
• Presentation layer based on use case