8 Self-Service BI Best Practices for Larger Organizations

Self-Service BI Best Practices

Self Service Business Intelligence Best Practices

best self service business intelligence - Managing data is the most crucial task for every successful business. When we talk about large organizations, we think of some big names and wonder how they manage their business, their products, and how they take important decisions about their products. Well, let me tell you they focus on data science and try to extract the important information which in a long run guides them in taking decisions like which product is liked by their customers, what customers want in their products when will be the best time for their new launches and also when to launch the product for a better market reach.Wondering how is it possible to take care of so much information? It's easy using Business intelligence (BI). Business intelligence is a set of tools that helps businesses do all kinds of things. Doing all these gets easier with self-service practices.

best self-service business intelligence

The concept of self-service business intelligence is straightforward. Put analytical capability in the hands of business users who need it the most to make timely choices. When organizations provide line-of-business users with the right tools and self-service BI best practices, they can run queries, build reports, and create data visualizations that provide them with focused insight into the business trends that are most relevant to them – all with minimal input from IT or the BI team.

However, the implementation of a self-service BI deployment is significantly more complicated, especially in a big business. Setting up a self-service program that can grow consistently over thousands of users is far easier said than done.

To prepare, firms must build a framework that allows for adequate planning, solid data governance, scalable infrastructure, and the financial resources to commit to a full-scale, continuous business intelligence program. Here are eight recommended practices for self-service BI efforts that can help your firm succeed.

Get the win first

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While we are working with self-service knowing what we need the most is the wisest thing to do. Once we have a good idea of those things then we can easily adapt and keep those things in front of us. This entails establishing important outcomes or metrics and developing self-service apps that align with acting based on the analytics and visualizations given.

One example may be operational dashboards that assist supply chain experts in routing items based on conditions such as weather and traffic.

Similarly, BI dashboards for the C-suite may deliver instant value for the money spent on self-service.

Executive dashboards are also an excellent self-service entry point because they give insight into overall performance, but they also allow employees to dive down visualizations to analyze situations and make better decisions by using additional data.

Make data readiness a priority

best self-service business intelligence

Data readability is the most important thing for business intelligence. Effective data governance and management are required for self-service BI apps to be successful.

Experts feel that firms must allow business analysts and users to be creative in their data correlation and visualization while maintaining correct governance.

Increase data quality standards so that everyone who interacts with the data gets clean data.

Exploratory data is a terrific method to discover new ways to build your organization, but it must meet quality requirements so that you are not making judgments based on false or imprecise information.

Emphasize organization-wide collaboration

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Self-service BI best practices call for close coordination among three primary stakeholder groups: business users who will use self-service technologies, BI analysts who will support them, and IT experts.

In general, one method for establishing successful self-service is for IT to collaborate with the business analytics team to determine how data will be maintained.

As a result, the analytics team will build solutions while IT manages the entire data assets. It oversees all analytics efforts in certain firms.

The difficulty in accomplishing this effectively is that most IT teams are focused on technology and infrastructure. Self-service demands a staff devoted to harnessing technology to solve business difficulties.

Plan for scalability out of the gate

self-service bi best practices

While a few isolated trial projects are wonderful for demonstrating proof of concept and obtaining fast victories, the only way to maintain self-service BI across thousands of users is to design the program from the outset with scalability in mind.

In many circumstances, teams create solutions to fit the demands of their own teams or departments. Self-service is viewed as a rapid approach for many groups to obtain a lot of knowledge. Companies must understand their data assets, how they interrelate throughout the enterprise, what infrastructure is presently in place, and what platform-level scaling is necessary.

Essentially, in order to successfully grow self-service across the company, enterprises must take a proactive strategy and evaluate solution providers that can support the degree of future scalability rather than just existing use cases.

Get IT and BI in balance

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In order to have a good self-service Business intelligence, the collaboration between the business intelligence team and the Information team is important.

Because if they don’t know about the progress, they can ruin the business.

For example, business intelligence can explain what’s the condition of search engine optimization is.

If it’s bad, then IT can easily add and remove things and then the Search engine organization can improve immediately.


Ensure compliance with data security laws

best self service business intelligence

Organizations that have implemented or are considering implementing self-service BI programs must consider data security and privacy procedures.

When businesses look at data items that aren't essential for an individual to take steps or actions based on the insights, data might be exploited, or biases can sneak into the picture.

Personal identifiable information that is not required for analysis purposes should be excluded from the self-service analytics roadmap.

BI managers and their teams must also decide how much data they want to make available to different people, at what degree of detail, and how frequently the data should be updated.

Create a process to train and onboard users

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Deploying a new technology or launching a new program frequently necessitates extensive training and change management.

This is especially true for self-service BI and analytics programs, where business teams and users must be included from the start.

The strategy must guarantee that the business teams are dedicated and motivated to see the initiative through to completion.

To that end, BI managers and business executives must ensure that appropriate time and resources are set up for onboarding and handholding as needed.

The training and onboarding process should also stress how business teams may use the insights created by business intelligence tools to accomplish the organizational goals of the self-service BI program.

Monitor self-service deployments and costs

Monitor self-service deployments and costs

Self-service data discovery and preparation through querying, visualization of data, and reporting, BI empowers business users to become more self-sufficient and less reliant on IT and BI teams. A self-service environment must accommodate the requirement for customized and collaborative decision-making for information workers in order to be effective.

When a company fails to monitor deployments, things can go wrong. Be warned that self-service initiatives may swiftly spiral out of control, noting the risk of uncontrolled scale, incorrect conclusions and insights from inconsistent data, and process failures that can spread if not stopped in time.

To prevent these issues, self-service BI industry standards include establishing protocols that enable the BI team to monitor, manage, and oversee a system without interfering with users' capacity to perform necessary analytical work. This should allow the BI system to expand effectively as needed and achieve long-term commercial success.


Business Intelligence self-services can reduce the efforts we need to give in order to get the proper data from the collection of data from your platforms (website, application, etc.) and get the right decisions. So the best thing for self-service BI is to provide the assistance which can help your business get the data they need to grow.



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