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What are the best practices for maintaining a business intelligence platform?

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Business intelligence (BI) platforms are powerful tools for transforming data into insights that can drive decision making, performance improvement, and competitive advantage. However, maintaining a BI platform requires more than just installing and running software. It involves following some best practices that can ensure the quality, security, and usability of the BI solution. Here are some of the key aspects to consider when maintaining a BI platform.

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1 Data Governance

Data governance is the process of defining and implementing policies, standards, and procedures for managing data across the organization. It covers aspects such as data quality, data security, data privacy, data access, data lifecycle, and data ownership. Data governance is essential for maintaining a BI platform because it ensures that the data sources, data models, and data outputs are consistent, accurate, reliable, and compliant with regulations. Data governance also helps to avoid data silos, data duplication, and data conflicts that can compromise the BI platform's performance and value.

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Dr. Jose Bronet

Senior Leader | Doctor of Business Administration | Professional Services | Customer Success | Chartered Manager (Fellow) | Coach | Professor | Engineer
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Start with naming conventions. Naming conventions tend to be overlooked at the beginning and create the most difficult challenges down the road.

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Valeriana Colón, Ph.D.

Learning Scientist | Connection Centered IT Consulting
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In my experience, establishing clear policies for data quality, security, and access control is paramount. This includes regular audits to ensure data accuracy and consistency, as well as strict protocols for managing data access to protect sensitive information. One thing I've found helpful is to foster a culture where data governance is everyone's responsibility, encouraging stakeholders to actively participate in maintaining the integrity of the BI system. A mistake to avoid is neglecting the documentation of data sources, transformations, and usage policies. Without comprehensive documentation, troubleshooting issues or adapting to changes in data requirements becomes significantly more challenging.

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2 Data Integration

Data integration is the process of combining data from different sources and formats into a unified and consistent view. It involves aspects such as data extraction, data transformation, data cleansing, data validation, and data loading. Data integration is crucial for maintaining a BI platform because it enables the BI platform to access and analyze data from multiple systems, applications, and databases. Data integration also helps to reduce data latency, data errors, and data complexity that can affect the BI platform's functionality and efficiency.

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3 Data Visualization

Data visualization is the process of presenting data in graphical or interactive forms that can facilitate understanding, communication, and exploration. It involves aspects such as data design, data analysis, data storytelling, and data interaction. Data visualization is important for maintaining a BI platform because it enhances the BI platform's usability and effectiveness. Data visualization also helps to convey the BI platform's insights and recommendations in a clear, engaging, and actionable way.

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4 Data Security

Data security is the process of protecting data from unauthorized access, use, modification, or disclosure. It involves aspects such as data encryption, data authentication, data authorization, data backup, and data recovery. Data security is vital for maintaining a BI platform because it safeguards the BI platform's data assets and reputation. Data security also helps to prevent data breaches, data losses, and data damages that can jeopardize the BI platform's operations and outcomes.

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Giuseppe Sanero

?Independent IT Consultant & IT Architect | ??Mycologist no. 3359 of the Italian Register | ??Bureaucrat of Wikipedia in Piedmontese
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To maintain a business intelligence platform effectively and ensure its continued success, it is important to follow several best practices. Regarding data security, at least the following practices must be applied: * Regularly back up data stored on your business intelligence platform to ensure data availability and integrity in the event of loss or corruption. * Keep your business intelligence platform up to date by regularly installing software updates and security patches. Test updates before applying them. * enforce strict access rights management to ensure that only authorized users can access sensitive data and advanced features of the platform. Use roles and permissions to control access based on user responsibilities.

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5 Data Testing

Data testing is the process of verifying and validating the data quality, functionality, and performance of the BI platform. It involves aspects such as data accuracy, data completeness, data consistency, data timeliness, and data usability. Data testing is necessary for maintaining a BI platform because it ensures that the BI platform meets the expectations and requirements of the stakeholders. Data testing also helps to identify and resolve data issues, data gaps, and data improvements that can enhance the BI platform's reliability and scalability.

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6 Data Training

Data training is the process of educating and empowering the users and administrators of the BI platform. It involves aspects such as data literacy, data skills, data best practices, and data feedback. Data training is beneficial for maintaining a BI platform because it increases the BI platform's adoption and utilization. Data training also helps to foster a data-driven culture, a data-informed strategy, and a data-enabled innovation that can leverage the BI platform's potential and impact.

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Muhammad Wasif Ali

C.E.O CRYMZEE Networks | Staff Augmentation | B2B & B2C/D2C Mobile & Web Apps | Artificial Intelligence | UX/UI Research | Product/Project Management | Open for Business Collaborations | 15K+ Coding Hours
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This involves providing regular training sessions to users on how to effectively utilize the platform's features and interpret the data it generates. By educating users on best practices for data analysis, visualization techniques, and utilizing advanced features, we empower them to make informed decisions based on accurate insights. Additionally, continuous training helps users stay updated on new features or updates to the platform, ensuring they can leverage its full potential to drive business growth and innovation. Through comprehensive and regular data training, we can optimize the utilization of the business intelligence platform and maximize its value for the organization.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the best practices for maintaining a business intelligence platform?

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3

4

5

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1 Data Governance

2 Data Integration

3 Data Visualization

4 Data Security

5 Data Testing

6 Data Training

7 Here’s what else to consider

IT Consulting

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What are the best practices for maintaining a business intelligence platform?

1

2

3

4

5

6

7

1 Data Governance

2 Data Integration

3 Data Visualization

4 Data Security

5 Data Testing

6 Data Training

7 Here’s what else to consider

IT Consulting

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