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What are the benefits and drawbacks of self-service BI and how do you balance them?

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Self-service BI is a popular trend in business intelligence that empowers end users to access, analyze, and visualize data without relying on IT or data experts. It can offer many benefits, such as faster insights, increased agility, and reduced costs. However, it also comes with some drawbacks, such as data quality issues, security risks, and governance challenges. How can you balance the pros and cons of self-service BI and ensure a successful user adoption? Here are some tips and best practices to consider.

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Umang Varma

Innovation advisor with expertise in AI, Web3, Industry 4.0, IOT, Blockchain & cloud technologies. LinkedIn Top Voice.
Micha? D?bski

Founder Astral Forest | Power BI Adoption and Governance| BI Delivery Management

1 Define your goals and scope

Before you implement self-service BI, you need to have a clear vision of what you want to achieve and how you will measure it. What are the business problems you want to solve? Who are the target users and what are their needs and expectations? What are the key performance indicators (KPIs) and metrics you want to track and improve? How will you align your self-service BI strategy with your overall business objectives and data strategy? Defining your goals and scope will help you plan and prioritize your self-service BI initiatives and avoid scope creep and confusion.

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2 Choose the right tools and platforms

One of the most important decisions you need to make is what tools and platforms you will use to enable self-service BI. There are many options available in the market, each with its own features, capabilities, and limitations. You need to evaluate and compare them based on your specific requirements, such as data sources, data volume, data complexity, data visualization, data analysis, data collaboration, data security, and data governance. You also need to consider the usability, scalability, and compatibility of the tools and platforms, as well as the cost and support. Choosing the right tools and platforms will ensure that your self-service BI solution is fit for purpose and meets the needs and preferences of your users.

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3 Provide training and support

Even if you choose the most user-friendly and intuitive tools and platforms, you still need to provide adequate training and support to your self-service BI users. Training and support can help them learn how to use the tools and platforms effectively, how to access and manipulate data, how to create and share reports and dashboards, and how to troubleshoot and resolve issues. Training and support can also help them understand the best practices and standards for data quality, data security, and data governance. You can provide training and support in various ways, such as online courses, webinars, workshops, tutorials, manuals, FAQs, help desks, and peer-to-peer networks. Providing training and support will boost your user confidence and competence and increase their satisfaction and engagement.

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4 Establish data governance and security

One of the biggest challenges of self-service BI is ensuring data governance and security. Data governance and security are the policies, processes, and roles that ensure data quality, consistency, accuracy, completeness, and reliability. They also ensure data protection, privacy, compliance, and accountability. Without proper data governance and security, self-service BI can lead to data chaos, data silos, data duplication, data errors, data breaches, and data misuse. You need to establish data governance and security frameworks and guidelines that define who can access, use, modify, and share data, and how they can do so. You also need to implement data governance and security tools and mechanisms, such as data catalogs, data lineage, data quality checks, data encryption, data masking, data access controls, and data audits. Establishing data governance and security will ensure data trust and integrity and mitigate data risks and liabilities.

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Umang Varma

Innovation advisor with expertise in AI, Web3, Industry 4.0, IOT, Blockchain & cloud technologies. LinkedIn Top Voice.
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The most common question asked by business users using self-service is - where is this data from, is this updated, how can I trust it? A small data error can significantly impact their KPIs. Hence, it is extremely important to involve key departmental users in designing the data pipelines feeding into the self service dashboards. It is important to visually depict the data sources, the transformations, the data refresh timelines etc. to build trust in business users. The data governance practices need to be done in partnership with the departments. If done successfully, business users themselves become the biggest champions of self-service dashboards & use the newly generated insights in their business.

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5 Monitor and evaluate user adoption

Finally, you need to monitor and evaluate user adoption of self-service BI. User adoption is the extent to which your users adopt, use, and benefit from self-service BI. It is a key indicator of the success and value of your self-service BI solution. You need to track and measure user adoption using various metrics, such as user satisfaction, user engagement, user retention, user feedback, user behavior, user performance, and user impact. You also need to analyze and report user adoption using various methods, such as surveys, interviews, focus groups, observations, analytics, dashboards, and reports. Monitoring and evaluating user adoption will help you identify and address user issues and challenges, as well as user opportunities and improvements.

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Micha? D?bski

Founder Astral Forest | Power BI Adoption and Governance| BI Delivery Management
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In my experience, the cornerstone of proper implementation is measuring and evaluating the use of the BI solution. - start collecting usage logs - run analytics on the logs - find answers to the following questions: - How many active users do you have? - Who are the most active users? - What reports are used most often? - What reports are no longer needed? - What are the data sources used by Self-Service? - How much user activity comes from Self-Service compared to central BI? Based on those metrics you can set up your goals, and track your journey. Good luck!

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What are the benefits and drawbacks of self-service BI and how do you balance them?

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1 Define your goals and scope

2 Choose the right tools and platforms

3 Provide training and support

4 Establish data governance and security

5 Monitor and evaluate user adoption

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What are the benefits and drawbacks of self-service BI and how do you balance them?

1

2

3

4

5

1 Define your goals and scope

2 Choose the right tools and platforms

3 Provide training and support

4 Establish data governance and security

5 Monitor and evaluate user adoption

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