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Empowering Business
Users to LeadWith Data
Denise McInerney
This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.
About Me
• Working with data since 1996
• From DBA to Analyst to Data
Architect
• Active inTech Community
• VP of Marketing for PASS
• WIT
@denisemc06
www.linkedin.com/in/denisemcinerney
Tech Women @ Intuit
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 2
Goals forToday
• What does it mean to empower business users with data?
• How can it be done?
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 3
WhenYou Get it Right
• Business users desperate for data
• Knew the questions, needed the answers
• What is the customer retention rate?
• What is the elapsed time between orders?
• How many new & reorders resulted from each
marketing campaign?
• CreatedAnalytics Solution
• Access to the data, easily consumable (Excel)
• Became a feature of every business review
• Transformed how they did their jobs
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 4
How Can We DoThis?
Customer First
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 5
Empowering Data Heroes
•Business Smart + Data
Savvy
•Provide data & tools to
maximize effectiveness
•Enable them to make
best decisions they can
How I can
maximize the
average order size
for each state?
SELECT State,
AVG(order_total)
FROM order_table
GROUP BY State
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 6
Business-Back
•Start from the users’ point-of-view
• Walk a mile in their shoes
• Use the access available to you
• Don’t assume you know what they need
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 7
The Dog Wags theTail
•Solving problems FOR the organization
WITH technology
• Business users are the experts in the business
• Engineers & IT are the experts in the tech
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 8
Take theTripTogether…
•Start wherever the organization is
•Communication
• Seek to understand
• Describe your vision
• Don’t try to dazzle with tech
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 9
…Every Step of theWay
• Customers are part of
• Requirements
• Implementation
• Testing
• They know the data better
• Methods
• User council
• Scrum teams
• Office Hours
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 10
WhatWas the Question Again?
• Clear, Squishy or Undefined?
• We need to understand and handle all of these
• Understand the tolerance for inaccuracy,
latency
• Being Agile
• Get comfortable with ambiguity & change
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 11
H0w Can We DoThis?
TechTalk
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 12
Consider theTech Options
•Understand the goals, then pick
the tech
• Or use what you have
•Many possible paths to success
•Make the most of your expertise
to solve the problem
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 13
Don’t Be a Snob
• Software is a tool
• What matters most is getting the job done
• Analysts are spreadsheet wizards
• Variety of good answers,
• Pay attention to the market
• Choose the best for your situation
• Don’t let it interfere with reaching the goal
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 14
Implementation Approach
• Modeling
• Combination of BigVision & small bites
• Establish standards and patterns
• Don’t get too attached to an idea
• Be prepared for change
• User feedback means adoption
• Listen to the engineers
• Be one with your technology
• Leverage its strengths
• Don’t fight with it
• Don’t over-engineer or under-engineer
©Scott Adams, Inc
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 15
Being Agile
• Get toValue Faster
• Adapt
• Agile methods for data projects
• Make data projects agile-friendly
• Iterative Design
• Rely on your established patterns
• Refactoring is a reality
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 16
Accuracy
• The answer has to be within tolerance
• Apply Engineering Rigor
• Testing,Validation
• User Acceptance
• Deserves as much as any other software
• Data can be tricky
• Just because you don’t get an error doesn’t
mean your answer is right
• Anomaly Detection
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 17
ThereWhen it’s Needed
• Just like any other production system
• Uptime
• Stability
• Performance
• Scalability
• SLAs
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 18
WhenYou Get It Right Again
• Dozens of sources, dozens of steps
• Manual work
• Upload/copy-paste
• Figured out how to automate it all
and fit it together
• Expand the reach to others in the
business
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 19
Wrapping Up
• Combine business acumen with
technology
• Remember which comes first
• Communication & Involvement
• Be Smart About theTech
• Access to the right data in a
timely way
• Business will come to rely on it
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 20
Q & A
Send Feedback
@denisemc06
denise_mcinerney@intuit.com
https://www.linkedin.com/in/denisemcinerney
10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 21

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Empowering Business Users to Lead with Data

  • 1. Empowering Business Users to LeadWith Data Denise McInerney This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.
  • 2. About Me • Working with data since 1996 • From DBA to Analyst to Data Architect • Active inTech Community • VP of Marketing for PASS • WIT @denisemc06 www.linkedin.com/in/denisemcinerney Tech Women @ Intuit 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 2
  • 3. Goals forToday • What does it mean to empower business users with data? • How can it be done? 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 3
  • 4. WhenYou Get it Right • Business users desperate for data • Knew the questions, needed the answers • What is the customer retention rate? • What is the elapsed time between orders? • How many new & reorders resulted from each marketing campaign? • CreatedAnalytics Solution • Access to the data, easily consumable (Excel) • Became a feature of every business review • Transformed how they did their jobs 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 4
  • 5. How Can We DoThis? Customer First 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 5
  • 6. Empowering Data Heroes •Business Smart + Data Savvy •Provide data & tools to maximize effectiveness •Enable them to make best decisions they can How I can maximize the average order size for each state? SELECT State, AVG(order_total) FROM order_table GROUP BY State 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 6
  • 7. Business-Back •Start from the users’ point-of-view • Walk a mile in their shoes • Use the access available to you • Don’t assume you know what they need 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 7
  • 8. The Dog Wags theTail •Solving problems FOR the organization WITH technology • Business users are the experts in the business • Engineers & IT are the experts in the tech 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 8
  • 9. Take theTripTogether… •Start wherever the organization is •Communication • Seek to understand • Describe your vision • Don’t try to dazzle with tech 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 9
  • 10. …Every Step of theWay • Customers are part of • Requirements • Implementation • Testing • They know the data better • Methods • User council • Scrum teams • Office Hours 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 10
  • 11. WhatWas the Question Again? • Clear, Squishy or Undefined? • We need to understand and handle all of these • Understand the tolerance for inaccuracy, latency • Being Agile • Get comfortable with ambiguity & change 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 11
  • 12. H0w Can We DoThis? TechTalk 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 12
  • 13. Consider theTech Options •Understand the goals, then pick the tech • Or use what you have •Many possible paths to success •Make the most of your expertise to solve the problem 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 13
  • 14. Don’t Be a Snob • Software is a tool • What matters most is getting the job done • Analysts are spreadsheet wizards • Variety of good answers, • Pay attention to the market • Choose the best for your situation • Don’t let it interfere with reaching the goal 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 14
  • 15. Implementation Approach • Modeling • Combination of BigVision & small bites • Establish standards and patterns • Don’t get too attached to an idea • Be prepared for change • User feedback means adoption • Listen to the engineers • Be one with your technology • Leverage its strengths • Don’t fight with it • Don’t over-engineer or under-engineer ©Scott Adams, Inc 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 15
  • 16. Being Agile • Get toValue Faster • Adapt • Agile methods for data projects • Make data projects agile-friendly • Iterative Design • Rely on your established patterns • Refactoring is a reality 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 16
  • 17. Accuracy • The answer has to be within tolerance • Apply Engineering Rigor • Testing,Validation • User Acceptance • Deserves as much as any other software • Data can be tricky • Just because you don’t get an error doesn’t mean your answer is right • Anomaly Detection 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 17
  • 18. ThereWhen it’s Needed • Just like any other production system • Uptime • Stability • Performance • Scalability • SLAs 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 18
  • 19. WhenYou Get It Right Again • Dozens of sources, dozens of steps • Manual work • Upload/copy-paste • Figured out how to automate it all and fit it together • Expand the reach to others in the business 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 19
  • 20. Wrapping Up • Combine business acumen with technology • Remember which comes first • Communication & Involvement • Be Smart About theTech • Access to the right data in a timely way • Business will come to rely on it 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 20
  • 21. Q & A Send Feedback @denisemc06 denise_mcinerney@intuit.com https://www.linkedin.com/in/denisemcinerney 10/17/2016This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 21