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Run	
  IT	
  as	
  a	
  
Business	
  	
  
–	
  South	
  Bay	
  
Mark Wu
•  Owner of SiliconValley Tableau User Group
•  Co...
1. NetApp’s Journey with Self–Service
Analytics
2. How to Create a Governance Self-
Service Model
3. Business Benefits	
  
BI/Analy5cs	
  Being	
  Technology	
  Priori5es	
  for	
  CIOs	
  
3
Gartner	
  	
  
Discovery	
  or	
  Self-­‐Service	
  ...
What	
  is	
  Self-­‐Service	
  Analy5cs	
  
4
Self-­‐Service	
  Analy5cs	
  is	
  a	
  	
  form	
  of	
  
business	
  int...
1. NetApp’s Journey with Self–ServiceAnalytics
NetApp is a Computer Storage and Data
Management Company
6	
  
Annual	
  Revenue	
   Global	
  Employees	
   Patent	
  Ass...
NetApp EnterpriseAnalytics Journey
7
2009	
   2011	
   2013	
  
Misaligned	
  
X-­‐funcNons	
  
misaligned	
  about	
  
KP...
NetApp EnterpriseAnalytics Journey
8
2009	
   2011	
   2013	
  
Misaligned	
  
X-­‐funcNons	
  
misaligned	
  about	
  
KP...
NetApp EnterpriseAnalytics Journey
9
2009	
   2011	
   2013	
   2015	
  
Misaligned	
  
X-­‐funcNons	
  
misaligned	
  abo...
Dual	
  BI/AnalyNcs	
  Environments	
  
10
Enterprise	
  ApplicaNon	
  Data	
  
Tier	
  1	
  Enterprise	
  	
  
Data	
  	
...
TradiNonal	
  and	
  Self-­‐Service	
  Co-­‐exists	
  
11
ü  Enterprise	
  security	
  	
  
ü  Scalability	
  	
  	
  
ü...
14
Gartner:	
  By	
  2017,	
  75%	
  of	
  IT	
  Organiza5on	
  
will	
  have	
  a	
  bimodal	
  capability.	
  
	
  
Half...
Governance Process Ensures Success
15
Time
MaturityLevel&Users
2014	
   2015	
  
Operating
Model
Content
Certification
Dat...
 
	
  
Business vs.IT Roles inTraditional BI
16
IT	
  
Priori5za5on	
  
Dashboard	
  Building	
  
Business	
  
Business	
 ...
 
	
  
Business vs.IT Roles in Self Service BI
17
IT	
  
Scalability	
  
PlaJorm	
  Management	
  
Data	
  Management	
  
...
 
	
  
Responsibilities for Self-Service BI
IT	
  
Server	
  
Data	
  
Service	
  
Technical	
  
ConsulNng	
  
AudiNng	
  ...
2.How to Create Governed Self–Service Model
Governed Self-Service Model
20
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
Community
Govern...
Self-ServiceAnalytics Governing Body
21
CiNzen	
  Developer	
  Community	
  
Self-­‐Service	
  AnalyNcs	
  OperaNng	
  Cou...
Governing via Internal Community
22
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
Community
Release Process
23
ü  Complete Self-Service	
  
ü  7x24, no blackout
Publishing : Trust and Decentralized
Test	
  
	
  
...
Dashboard Performance Management
24
Objectives:
1.  How	
  to	
  protect	
  the	
  value	
  of	
  shared	
  self-­‐service...
Data Governance
25
AudiNng	
  
ConnecNons	
  
Data	
  
Masking	
  
“Must	
  have”	
  for	
  Self-­‐
Service	
  BI	
  	
  
...
Content Certification Cycle
26
Objective: How	
  to	
  provide	
  trustworthy	
  contents	
  to	
  end	
  consumers?
Gover...
Governed Self-Service Model : 30 Processes
27
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
C...
3. Business Benefits
Wild Success for NetApp
29
Business	
  
Reviews	
  
•  Re5red	
  many	
  
shadow	
  IT	
  
systems	
  
•  Lower	
  data	
 ...
KeyTakeaways – Governed Self-ServiceAnalytics
30
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishin...
THANKYOU
•  Keynote speaker at Tableau West Coast Customer
Advisory Summit - March 2016
•  Frequent speaker at Tableau Con...
Run IT as Business Meetup self-service BI
Run IT as Business Meetup self-service BI
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Run IT as Business Meetup self-service BI

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Run IT as Business Meetup self-service BI

  1. 1. Run  IT  as  a   Business     –  South  Bay   Mark Wu •  Owner of SiliconValley Tableau User Group •  Co-owner of Tableau Server & Online Admin •  Sr. BI Professional (NetApp,Vmware, Cisco,Agilent, HP) •  Email: markwu2000@gmail.com 2016:Analytics Self Service – How Business Benefits from IT Leadership
  2. 2. 1. NetApp’s Journey with Self–Service Analytics 2. How to Create a Governance Self- Service Model 3. Business Benefits  
  3. 3. BI/Analy5cs  Being  Technology  Priori5es  for  CIOs   3 Gartner     Discovery  or  Self-­‐Service  BI/Analy5cs  becomes  new  norm  
  4. 4. What  is  Self-­‐Service  Analy5cs   4 Self-­‐Service  Analy5cs  is  a    form  of   business  intelligence  (BI)  in  which  line-­‐of-­‐ business  professionals  are  enabled  and   encouraged  to  perform  queries  and   generate  reports  on  their  own,  with   nominal  IT  support.       -­‐  Gartner  IT  Glossary  
  5. 5. 1. NetApp’s Journey with Self–ServiceAnalytics
  6. 6. NetApp is a Computer Storage and Data Management Company 6   Annual  Revenue   Global  Employees   Patent  Assets  
  7. 7. NetApp EnterpriseAnalytics Journey 7 2009   2011   2013   Misaligned   X-­‐funcNons   misaligned  about   KPI   Single  Source  of   Truth   ü  Built  Enterprise   Warehouse  &  BI     Ø  Enabled  data  driven   decision  culture   360  Customer  View   ü  Enhanced  Enterprise   Warehouse  &  BI   Ø  Sales/Mkg/Fin/Service   views   Ø  Enterprise  ‘Gold  Mint   Ø  Scalability  and  Availability   Period   End   Close   Feed   Commission   Cal,  Renewal,   etc   Hourly   exec   Email   Mobile   access  
  8. 8. NetApp EnterpriseAnalytics Journey 8 2009   2011   2013   Misaligned   X-­‐funcNons   misaligned  about   KPI   Single  Source  of   Truth   ü  Built  Enterprise   Warehouse  &  BI     Ø  Enabled  data  driven   decision  culture   360  Customer  View   ü  Enhanced  Enterprise   Warehouse  &  BI   Ø  Sales/Mkg/Fin/Service   views   Ø  Enterprise  ‘Gold  Mint   Ø  Scalability  and  Availability   Challenges    2013   • Inflexible  to  changes   • Difficult  to  mash-­‐up  data   • Demand  on  discovery  &  self-­‐ service  
  9. 9. NetApp EnterpriseAnalytics Journey 9 2009   2011   2013   2015   Misaligned   X-­‐funcNons   misaligned  about   KPI   Single  Source  of   Truth   ü  Built  Enterprise   Warehouse  &  BI     Ø  Enabled  data  driven   decision  culture   360  Customer  View   ü  Enhanced  Enterprise   Warehouse  &  BI   Ø  Sales/Mkg/Fin/Service   views   Ø  Enterprise  ‘Gold  Mint   Ø  Scalability  and  Availability   Governed  Self-­‐Service   ü  Built  Tier  2  Warehouse     ü  Deployed  Tableau   Ø  Data  Mash-­‐up     Ø  Self  Service   Ø  Fast  Turnaround    
  10. 10. Dual  BI/AnalyNcs  Environments   10 Enterprise  ApplicaNon  Data   Tier  1  Enterprise     Data     Warehouse   (Oracle)  (SFDC,  Oracle,  SAP,  etc)   Department  or  FuncNonal    Data   Tier  2     Data     Warehouse   Customer  Auto  Call  Home     Data   Dashboards   Mobile   Apps   eMail     Burst   Self-­‐Service  Analy5cs  PlaJorm    
  11. 11. TradiNonal  and  Self-­‐Service  Co-­‐exists   11 ü  Enterprise  security     ü  Scalability       ü  Advanced     metadata  layer   ü  mulN-­‐user     develop   ü  Quick  &  rapid   reporNng   ü  Easy  to  use   ü  Great  visualizaNon   ü  Easy  data  blending   ü  IT-­‐Driven   ü  Standard  Repor5ng   ü  Answer  Known  Ques5ons   ü  Enterprise  Data   ü  7,000  Users   Top  Down  Governed   ü  BU-­‐Driven   ü  Speed  &  Agility   ü  Answer  new  Ques5ons   ü  Any  Data   ü  5,000  Users   BoUom  Up  Governed  
  12. 12. 14 Gartner:  By  2017,  75%  of  IT  Organiza5on   will  have  a  bimodal  capability.     Half  will  make  mess.                       Don’t  be  in  the  wrong  half.  
  13. 13. Governance Process Ensures Success 15 Time MaturityLevel&Users 2014   2015   Operating Model Content Certification Data Governance Performance Management Publishing Community Governed   Self-­‐Service   2013   to  departments   2016  
  14. 14.     Business vs.IT Roles inTraditional BI 16 IT   Priori5za5on   Dashboard  Building   Business   Business     Opera5ons   Sales   Mktg   Fin   Product   …….  
  15. 15.     Business vs.IT Roles in Self Service BI 17 IT   Scalability   PlaJorm  Management   Data  Management     Business   Business     Opera5ons   Sales   Mktg   Fin   Product   …….   Data     extracts   Dashboard  Building  
  16. 16.     Responsibilities for Self-Service BI IT   Server   Data   Service   Technical   ConsulNng   AudiNng  &   compliance     Governance   Support   Learning   Business   Sites   Department   Data   Release   Dashboards   18  
  17. 17. 2.How to Create Governed Self–Service Model
  18. 18. Governed Self-Service Model 20 Governing Body Content Certification Data GovernancePerformance Publishing Community Governed   Self-­‐Service   •  Engagement process •  Server access policy •  Reporting permission •  Release process •  Workbook internals •  Data extracts •  Performance alerts •  Server checkups for tuning & performance •  Data protection •  Data privacy •  Data access consistence •  Role level security •  Data sources and structure •  Intranet Space •  Tableau User CoE meeting •  Training strategy •  Tableau licensing model •  Best practice & Tips •  Support process •  Communication •  Governing Structure •  Site Strategy •  Roles & responsibilities •  Rules and policies •  Vendor management •  Content governance cycle •  Report catalog •  Report category •  Data certification •  Report certification
  19. 19. Self-ServiceAnalytics Governing Body 21 CiNzen  Developer  Community   Self-­‐Service  AnalyNcs  OperaNng  Council     X-­‐funcNonal  group  of  analyNcs  experts,  stakeholders,  to  idenNfy,  define  and  drive  tacNcal   process,  best  pracNces  towards  protecNng  the  value  of  the  shared  Enterprise  self-­‐service   plaform     Sales   Product   Finance   IT   MarkeNng  MFG   Service   Governing Body Content Certification Data GovernancePerformance Publishing Community Questions: 1.  Who  makes  the  rules  for  Enterprise  Self-­‐Service  Plaform?   2.  Who  enforces  the  rules?  
  20. 20. Governing via Internal Community 22 Governing Body Content Certification Data GovernancePerformance Publishing Community
  21. 21. Release Process 23 ü  Complete Self-Service   ü  7x24, no blackout Publishing : Trust and Decentralized Test       ProducNon  Check   Point   Site  admin  owns   but  IT  may  take   control  if  rules  not   followed   Question: How  much  IT  should  be  involved  for  publishing  or  release?   Governing Body Content Certification Data GovernancePerformance Publishing Community Principles: 1.  Test first 2.  Performance  rule  of  thumb  5-­‐10-­‐20  seconds  
  22. 22. Dashboard Performance Management 24 Objectives: 1.  How  to  protect  the  value  of  shared  self-­‐service  environment?   2.  How  to  prevent  one  badly-­‐designed  query  from  bringing  all  servers  to  their   knees?   Site  Closure  Monitoring  &  AlerNng  Server  Policy   • Site  size  <  5G   • Workbooks  size  <  500M   • Extracts  5meout  <  2  hours   • …..   • Daily  yellow  alerts  10-­‐20   seconds  render  5me   • Daily  red  alerts  >20  seconds   render  5me   Governing Body Content Certification Data Governance Performance Publishing Community • Public  performance  metrics   3  Week  Red  Warning  
  23. 23. Data Governance 25 AudiNng   ConnecNons   Data   Masking   “Must  have”  for  Self-­‐ Service  BI     Enterprise  Data  Management   ü  Consistent  data  access   ü  No  connecNon  to  Tier  1   DW,  ERP,  SFDC,  etc   ü  Masked  sensiNve  HR  &  Fed   data  in  Tier  2   Objective: 1.  How  to  ensure  self-­‐service  compliance  with  exisNng  data  governance   process,  polices  and  controls?   2.  How  to  avoid  mulNple  versions  of  KPIs?   Governing Body Content Certification Data Governance Performance Publishing Community
  24. 24. Content Certification Cycle 26 Objective: How  to  provide  trustworthy  contents  to  end  consumers? Governing Body Content Certification Data GovernancePerformance Publishing Community Data  &   Ques5ons   Catalog   Searching   Business  is  empowered  for   self-­‐service         IT  maintains  data   governance  scope   Track Identify Certify Use   Cer5fied   Versions   Discovery   &  Analysis   Share  &   Refine  
  25. 25. Governed Self-Service Model : 30 Processes 27 Governing Body Content Certification Data GovernancePerformance Publishing Community Governed   Self-­‐Service   •  Engagement process •  Server access policy •  Reporting permission •  Release process •  Workbook internals •  Data extracts •  Performance alerts •  Server checkups for tuning & performance •  Data protection •  Data privacy •  Data access consistence •  Role level security •  Data sources and structure •  Intranet Space •  User CoE meeting •  Training •  licensing model •  Best practice & Tips •  Support process •  Communication •  Governing Structure •  Site Strategy •  Roles & responsibilities •  Rules and policies •  Vendor management •  Content governance cycle •  Report catalog •  Report category •  Data certification •  Report certification
  26. 26. 3. Business Benefits
  27. 27. Wild Success for NetApp 29 Business   Reviews   •  Re5red  many   shadow  IT   systems   •  Lower  data   management   risk   •  Visibility  on   new  data   sources   •  Lean  IT   •  SFDC  users   get  enriched   Tableau   views/data   seamlessly   •  Tableau  users   &  permissions   created   automa5cally   per  SFDC   •  Tableau  servers  in   DMZ  allowing   partner  access   •  Role  level  security   per  partner   •  Hidden  URL  to   avoid  user   guessing  other   views   •  Reduced   monthly   planning   cycle  to  half   •  Fully   automated,   data-­‐driven   presenta5o ns  via   Tableau   SFDC   IntegraNon   External   Partner   Access   Big  Wins  for   IT  &  Data   Gov.   Success  
  28. 28. KeyTakeaways – Governed Self-ServiceAnalytics 30 Governing Body Content Certification Data GovernancePerformance Publishing Community 1. Engage/Lead  self-­‐service  analy5cs     2. Create  governed  self-­‐service  analy5cs   enterprise  council  with  business  &  IT     3. Trust  &  empower  business  teams   4. Make  BU  site  admins  accountable     5. Must  have  data  governance   Governed   Self-­‐Service  
  29. 29. THANKYOU •  Keynote speaker at Tableau West Coast Customer Advisory Summit - March 2016 •  Frequent speaker at Tableau Conference,Tableau Server Group, International Server Admin Group, etc •  Panel member for Enterprise IT Summit,Tableau Conference Executive Track, Analytics meet-ups •  Blogs - http://enterprisetableau.com/blogs/ •  Book (to be published) - https://leanpub.com/tableau MarkWu –Tableau Guru markwu2000@gmail.com

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