This document summarizes NetApp's journey implementing self-service analytics. It began in 2009 by building an enterprise data warehouse and BI platform, which enabled a single source of truth but did not support discovery or self-service. In 2013, NetApp deployed Tableau and built a tier 2 data warehouse to enable self-service analytics with data mashing and faster turnaround. Today NetApp uses a dual environment with a top-down traditional BI approach for enterprise reporting and a bottom-up self-service model enabling departments to answer new questions quickly. The key is establishing governance over the self-service model through community involvement and processes for content certification, data governance, and publishing guidelines.

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. 1. NetApp’s Journey with Self–Service
Analytics
2. How to Create a Governance Self-
Service Model
3. Business Benefits

3. BI/Analy5cs
Being
Technology
Priori5es
for
CIOs
3
Gartner
Discovery
or
Self-­‐Service
BI/Analy5cs
becomes
new
norm

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. 1. NetApp’s Journey with Self–ServiceAnalytics

6. NetApp is a Computer Storage and Data
Management Company
6
Annual
Revenue
Global
Employees
Patent
Assets

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. 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. 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. 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. 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

14. 14
Gartner:
By
2017,
75%
of
IT
Organiza5on
will
have
a
bimodal
capability.
Half
will
make
mess.
Don’t
be
in
the
wrong
half.

15. 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

16.
Business vs.IT Roles inTraditional BI
16
IT
Priori5za5on
Dashboard
Building
Business
Business
Opera5ons
Sales
Mktg
Fin
Product
…….

17.
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

18.
Responsibilities for Self-Service BI
IT
Server
Data
Service
Technical
ConsulNng
AudiNng
&
compliance
Governance
Support
Learning
Business
Sites
Department
Data
Release
Dashboards
18

19. 2.How to Create Governed Self–Service Model

20. 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

21. 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?

22. Governing via Internal Community
22
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
Community

23. 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

24. 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

25. 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

26. 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

27. 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

28. 3. Business Benefits

29. 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

30. 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

31. 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