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What are the best strategies for optimizing your data analytics or business intelligence platform?

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Data analytics and business intelligence platforms are powerful tools for transforming data into insights and actions. But how can you make sure that your platform is delivering the best value for your users and your business? In this article, we'll explore some of the best strategies for optimizing your data analytics or business intelligence platform, based on usability testing principles and problem solving frameworks.

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Salim Mantri

Head of Reporting and Analytics, One Finance, RELX

1 Define your goals and metrics

The first step to optimize your platform is to define your goals and metrics. What are you trying to achieve with your data analysis or business intelligence? Who are your target users and what are their needs and expectations? How will you measure the success and impact of your platform? These questions will help you align your platform with your business objectives and user requirements, and set clear and relevant indicators for evaluation.

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Darnel Francois

Partnerships | Product Management | ESG | Ecosystems
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In optimizing our data analytics platform, the first step we took was to define clear goals and metrics aligned with our business objectives. By identifying key performance indicators (KPIs) and establishing measurable targets, we were able to focus our efforts on areas that directly contributed to business growth and success.

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2 Conduct user research and testing

The next step is to conduct user research and testing to understand how your users interact with your platform, what are their pain points and feedback, and how you can improve their experience and satisfaction. User research and testing can include methods such as surveys, interviews, focus groups, usability tests, A/B tests, and analytics. These methods will help you collect qualitative and quantitative data about your user behavior, preferences, and opinions, and identify areas for improvement or innovation.

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Salim Mantri

Head of Reporting and Analytics, One Finance, RELX
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This is a super critical step, if not the most critical step, as it's the very foundation, along with Step 1 outlined above to have that rock solid accurate assessment and a precise set of business problem statements, upon which your data analytics optimization strategy will be designed. This step will also inform your budgets, since there's no such thing as a free lunch. There are trade-offs and you will need to be as precise as possible about where you want to be on that cost vs. benefit curve, so that you are not spending anything more or anything less for the solutions.

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Darnel Francois

Partnerships | Product Management | ESG | Ecosystems
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To ensure our data analytics platform met the needs of our users, we conducted extensive user research and testing. By gathering feedback from stakeholders across departments and testing usability with representative users, we gained valuable insights into user preferences, pain points, and requirements, which informed our optimization efforts.

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3 Analyze and prioritize your findings

After you have gathered enough data from your user research and testing, you need to analyze and prioritize your findings. You can use problem solving frameworks such as the 5 Whys, the Pareto Principle, or the Eisenhower Matrix to help you find the root causes of your user problems, determine the most important or urgent issues to address, and decide on the best solutions or actions to take. These frameworks will help you structure your data analysis and optimization process, and avoid wasting time or resources on irrelevant or low-impact tasks.

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Darnel Francois

Partnerships | Product Management | ESG | Ecosystems
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Upon collecting user research data, we meticulously analyzed and prioritized our findings to identify areas for improvement. By categorizing feedback based on relevance, impact, and feasibility, we were able to focus on addressing high-priority issues and opportunities that would deliver the greatest value to our users and organization.

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4 Implement and iterate your solutions

The final step is to implement and iterate your solutions based on your analysis and prioritization. You can use agile or lean methodologies to plan, execute, and monitor your optimization projects, and deliver incremental and continuous improvements to your platform. You should also test and validate your solutions with your users, and collect feedback and data to measure their effectiveness and impact. You should be ready to adapt and revise your solutions as needed, and keep learning from your user feedback and data.

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Darnel Francois

Partnerships | Product Management | ESG | Ecosystems
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Armed with insights from user research and analysis, we began implementing and iterating solutions to optimize our data analytics platform. We adopted an agile approach, breaking down enhancements into manageable iterations and continuously refining our solutions based on user feedback and evolving business needs.

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5 Communicate and share your results

The last but not least strategy is to communicate and share your results with your stakeholders, users, and team. You should report on the goals and metrics you defined, the user research and testing you conducted, the analysis and prioritization you performed, the solutions you implemented, and the outcomes you achieved. You should also highlight the benefits and value of your optimization efforts, and celebrate your successes and learnings. Communicating and sharing your results will help you demonstrate your credibility and authority, increase your user engagement and loyalty, and foster a culture of data-driven decision making and innovation.

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Darnel Francois

Partnerships | Product Management | ESG | Ecosystems
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Throughout the optimization process, effective communication and sharing of results were essential. We regularly communicated progress updates, insights, and key findings to stakeholders across the organization, fostering transparency, alignment, and buy-in for our optimization efforts. Additionally, sharing success stories and lessons learned encouraged collaboration and knowledge sharing among teams.

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6 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 strategies for optimizing your data analytics or business intelligence platform?

1

2

3

4

5

6

1 Define your goals and metrics

2 Conduct user research and testing

3 Analyze and prioritize your findings

4 Implement and iterate your solutions

5 Communicate and share your results

6 Here’s what else to consider

Usability Testing

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What are the best strategies for optimizing your data analytics or business intelligence platform?

1

2

3

4

5

6

1 Define your goals and metrics

2 Conduct user research and testing

3 Analyze and prioritize your findings

4 Implement and iterate your solutions

5 Communicate and share your results

6 Here’s what else to consider

Usability Testing

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