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Developing a GovernedSelf-Service BI Strategy.Boosting productivity and enabling business users to get better analyticspowered by Informatica and Tableau.

ContentsTip: Click on parts to jump tothe particular section you want.IntroductionThe Way Businesses Use Data IsChanging.3Accelerate Data-To-Insights withSelf-Service Data Cataloging andDiscovery.12Be the Self-Service Analytics Hero inYour Enterprise Today.154Drive Trusted Self-Service Analyticswith Cloud Agility and Scale.7Balance Self-Service and DataGovernance with a Data IntegrationHub.102—Developing a Self-Service BI Strategy for Tableau.

Introduction.As the business intelligence (BI) market continues tomature, enterprises are changing the way theirpeople, processes, and technology are organized.3—Developing a Self-Service BI Strategy for Tableau.Only a few years ago, data lived in specificdatabases, and IT was its gatekeeper – if thebusiness needed a report, only IT had the skills toprep that data and build the report. Today, in theera of “self-service BI”, the goal remains the same,but the roles have changed. IT takes on the role ofdata enabler and the business becomes the reportbuilder and consumer.Many IT organizations are looking for ways tomanage these shifts. In this eBook, we discuss howIT can deliver a solution that meets the needs of thebusiness and gives IT the process they need toensure data management principles are met. Theend result is a strong collaboration between IT andthe business that provides clean and governeddata for the business to explore.

The Way Businesses UseData Is Changing.4—Developing a Self-Service BI Strategy for Tableau.

The Way Businesses UseData Is Changing.One thing has become clear. As self-serviceanalytics has worked itself into organizations, ithas prompted a conversation around productivityand efficiency for both IT and the business.Organizations are leveraging data in new ways. ITand the business are collaborating as they neverhave before, and IT is providing a scalable way toempower the business with data.Freedom for Data ExplorationBusiness users embrace Tableau because it helpsthem find important answers that help them movetheir business forward. It is in this exploration thatthey find answers that they would not find in typicalreporting. Data can be leveraged from nontraditional sources, like social media metrics orother cloud sources like Marketo. For IT, the naturalreaction may be to try and stop this behavior. But,if IT were to enable these explorers, the businessvalue increases significantly. Informatica providessolutions that allow business users to clean andprepare data from different sources. By allowingcertain business users to do this in a sandbox keeps5—Developing a Self-Service BI Strategy for Tableau.the data safe and allows IT to better understandwhat the business user is trying to accomplish. ITcan then become a coach to the business user toget the most out of their reporting.Scale Governed ExplorationOnce the business users and IT agree on data thatshould be shared more broadly, organizationsneed to figure out how to operationalize andgovern that data. By building in processes thatallow for governance and by using tools that makesure the data is fresh and up to date, IT can take itseyes off building reports and get into morevaluable data-centric projects that add even morevalue to the company.

The Way Businesses UseData Is Changing.Here are three new ways organizations are shiftingin the use of data: Embracing new data sources: Organizations mustmove quickly and have a data centric approach tomaking decisions. In order to do that, many newdata sources—many from cloud data sources—arebeing used in analysis. For example, social mediacan provide information about what customers aresaying, but obviously that is not available ontypical on-premise systems. IT and the businessneed to look for ways to systematically use this typeof data for the benefit of the business. Merging cloud and on-premise sources: Todaybusiness users have gained new skills, namely datawrangling. You can often find business users tryingto tie data sources together. Maybe they are usingsensor data against sales data found on an internalsystem. It is important for IT to help with this. Itprovides IT a window of what the business user istrying to accomplish so IT can ensure the best datais used. IT tends to be the expert on that topic.6—Developing a Self-Service BI Strategy for Tableau. Empowering all employees with self-service datasets and dashboards: Finally, providing broadaccess to the data is a substantial key to success.When IT can interpret what the business user istrying to accomplish and then provide clean andgoverned data to the business users, it exemplifieshow an agile organization operates. IT is puttingthe right data in the hands of the people who areon the front lines of the business. Business users canthen quickly ask questions and get answers,encouraging self-reliance and productivity.To create this type of organization, businesses mustadopt new data management solutions that provideflexible scaling, so they can support changing datavolumes as well as secured connectivity acrosscloud and on-premise data sources.

Drive Trusted Self-Service Analyticswith Cloud Agility and Scale.7—Developing a Self-Service BI Strategy for Tableau.

Drive Trusted Self-Service Analyticswith Cloud Agility and Scale.Access to data and analytics has become essentialfor every employee—especially business users—toperform daily jobs.Empower your business users with the right tools, sothey can execute quick data preparation,transformations, and aggregation of data for theiranalytics. For example, Informatica datapreparation tools including data wizard for Tableauusers, pre-built mapping templates, and out-of-thebox configurations can help business users get upand running fast, and produce results within days.The Informatica ecosystem offers an extensive list ofsolutions for leading systems and applicationvendors, including Salesforce, Amazon (AWS),Microsoft Azure, Workday, NetSuite, SAP, andMarketo. This enables enterprises to achieve scale,agility, and modernization with cloud-based, costeffective data integration and data managementsolutions for any type and volume of data.8—Developing a Self-Service BI Strategy for Tableau.

Drive Trusted Self-Service Analyticswith Cloud Agility and Scale.Social MediaIoTLogsCloud Data Warehouse(e.g. Redshift, SQL DW)With Informatica and Tableausolutions, you can: Fuel Tableau dashboards withclean, connected, and trusted dataCloud applications & databases Empower business users withself-service tools Establish innovative best practicesdriving company-wide analyticsadoptionERP, On-Premise AppsLegacy RDBMS9—Developing a Self-Service BI Strategy for Tableau.Traditional Data Warehouse(Terradata, MS, Oracle etc.)Email, Files

Balance Self-Service and DataGovernance with a DataIntegration Hub.10—Developing a Self-Service BI Strategy for Tableau.

Balance Self-Service and DataGovernance with a Data Integration Hub.Self-Service Access for Tableau Users to Certified HubDataWith the Informatica Data Integration Hub for Tableau,users can self-subscribe to curated data feeds. The Hubdistributes processed data via publications that areavailable for use by analysts throughout the company,without requiring them to search for the fresh data theyneed themselves. No more waiting on IT to make dataavailable through new data integrations.Self-Service for Distributed TeamsSelf-service tools reduce the time to access high quality,fresh data for analysis in Tableau. The Informatica DataIntegration Hub has an easy-to-use, highly productiveuser interface (including wizards) that automatesprocesses and subscription to data by analysts and line ofbusiness IT teams. Data Integration Hub facilitates moreagile collaboration between analysts and IT, leading togreater productivity and faster, better quality insights.PublishersSubscribersCentralization for Consistency and GovernanceWith a centrally managed hub, data consistencycan be boosted to benefit all your Tableau instances.Since the Informatica Data Integration Hub canleverage the full breadth of connectivity andprocessing power of Informatica solutions, you canconnect to anything and execute advanced dataprocessing, including complex data transformations,data quality, master data management, contact datavalidation and enrichment, and data masking. Thiscan be done centrally, for the benefit of all users.MarketingERPDatabaseFinanceDataIntegration HubSalesApplicationSaaS Apps11—Developing a Self-Service BI Strategy for Tableau.Big DataAnalyticsWith efficient hub-based data integrationcentralization, users are empowered whilecomplexity, redundant data workflows and theirassociated data transfer and API costs, are allreduced.

Accelerate Data-To-Insights withSelf-Service Data Catalogingand Discovery.12—Developing a Self-Service BI Strategy for Tableau.

Accelerate Data-To-Insights with Self-ServiceData Cataloging and Discovery.As enterprise data volumes explode and thenumber of data assets grows, discovering relevantinformation is increasingly like looking for a needlein a haystack. Business analysts and otherconsumers of data may not have completeknowledge of all available data assets because thedetails may live in a different location, for example.This lack of a complete and consolidated view ofdata assets often results in duplicated efforts, lostproductivity, and poor decisions thanks toinaccurate or incomplete information.This means that to create a self-service experiencewith Tableau, users need to be able to explore anddiscover relevant data and metadata across theenterprise, eliminating hidden data silos. AnEnterprise Information Catalog, powered bymodern self-service capabilities, helps businessand IT collaborate on accelerating business valueand enables trusted and scalable analyticspowered by governed and compliant data acrosscloud and on-premise data sources andapplications.13—Developing a Self-Service BI Strategy for Tableau.These new self-service cataloging and discoverycapabilities complement and extend Tableau’sexisting data-access, data-integration, data-qualitycapabilities to rapidly and intuitively prepare andshare data among users.Bridging the Business and IT Divide for MoreSuccessful Analytics ProjectsInformatica Enterprise Information Catalog,combined with Informatica’s data integrationcapabilities, provides users with easy-to-use visualtools to explore and discover underlying data,lineage, and relationships. In addition, InformaticaEnterprise Information Catalog is pre-configured tohelp users avoid data silos, understand Tableauvisualizations better, and make better data-drivendecisions. Informatica’s broad portfolio of marketleading data management products are designedto ensure successful analytics outcomes for line ofbusiness users. All these capabilities bridge thebusiness and IT gap, enabling both groups tocollaborate and accelerate the adoption andgovernance of enterprise-wide analytics.Making the Most of Both Cloud and On-PremiseWorldsAs organizations look to hybrid environments tonimbly adapt to changes in their business, there isstill the need to continue with on-premiseapplications and systems along with cloud-basedapplications. Innovative, flexible solutions such asInformatica Enterprise Information Catalog helpensure the effectiveness of hybrid IT environmentsby helping organizations achieve the cloud benefitsof speed, agility, and scale while continuing toderive maximum value from their traditionalinformation frameworks.