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Monday, November 25, 2024

Metrics and KPIs for Information Groups – Atlan


Examples of Quantification from the Atlan Neighborhood

Survey outcomes from Vendr’s SaaS Tendencies Report (Q3 2023) affirm what many information groups have already skilled: It’s getting loads tougher to spend money on new applied sciences and approaches. Purchases are down 37% year-over-year, and scrutiny over the associated fee and good thing about investments imply that greater than half the time information groups spend contemplating the correct expertise is spent on negotiation, alone.

With rising scrutiny on the price of current expertise and groups, and better requirements for investing in new applied sciences and sources, information groups are sometimes requested to speak the worth of their packages and proposed initiatives. The place technical advantages have been as soon as persuasive sufficient to shut gaps and inefficiencies in course of and expertise, information groups should give attention to extra planes of worth, and start to quantify the operational advantages, and enterprise worth, of their work.

Information leaders all through the Atlan Neighborhood have already begun this significant change, shifting past funding arguments that embrace modernity, scalability, pace, and consumer expertise. Within the under examples, you’ll see meticulous measurement of the progress of their packages, the operational advantages yielded by information groups and customers, and the enterprise worth their information helped to unlock.

Discovering, Measuring, and Speaking Worth

The widespread thread of all worth measurement is baseline evaluation. Whether or not information groups are beginning an enrichment program, automating a key workflow, or delivering new capabilities or information to their customers, taking a second to know the “earlier than state” makes it doable to measure your impression as your work progresses, then completes.

Within the Atlan Neighborhood, we see three ranges of worth and related Metrics and KPIs that information groups can and needs to be measuring:

  1. Program Worth – Holding information groups and stakeholders to account on the tempo, completeness, and high quality of their work.
  2. Operational Worth – Understanding the operational advantages and quantified efficiencies of latest packages, processes, and applied sciences.
  3. Enterprise Worth – Transferring past the “information as a service” mannequin, and into one among partnership with the enterprise, understanding the impression of knowledge and analytics outputs on enterprise initiatives.

1: Program Worth

The primary degree of measurement for information groups is that of their packages. From understanding the satisfaction of their finish customers to monitoring stakeholder contributions, there are quite a few “low-hanging fruit” metrics that needs to be recorded and communicated to stakeholders and leaders.

Outlined by progress towards your staff’s targets, and suggestions out of your finish customers, information groups ought to pay cautious consideration to the relative enhancements they make by new applied sciences and processes, persistently converse with and survey information customers, and set measurable targets for his or her stakeholders to decide to.

Monitoring Stakeholder Contribution

Swapfiets, the world’s first bicycle subscription service, launched their Information Governance program by providing a self-service, fashionable information catalog on Atlan. Key to their success is a daily collaborating and reporting cadence, with six cross-functional Information Governance Committees composed of knowledge analysts, information homeowners, and information stewards throughout their enterprise domains.

In that month-to-month assembly, we give attention to three governance matters, that are possession, documentation, and high quality. For documentation and possession, Atlan is absolutely helpful. It’s additionally helpful for high quality to search out out the place within the information lifecycle high quality points come up. Through the assembly, we write out motion factors and decide to duties like verifying extra phrases.”

Lisa Smits, Information & Analytics Group Supervisor

Swapfiets now maintains 125 outlined metrics throughout these six enterprise domains, and with month-to-month committee conferences, has created a mechanism for accountability and attribution, and a platform for recurrently reporting their progress towards enrichment targets.

Quantifying Expertise & Satisfaction

Utilizing experiential or NPS surveys, or a proxy metric like Slack messages, tickets, or escalations, are all doubtlessly efficient methods to quantify consumer satisfaction. Essential to speaking a transparent before-and-after is amassing a baseline measurement previous to releasing new tasks or experiences. 

For instance, measuring the variety of information questions a Information Engineering staff receives previous to the discharge of a glossary, then three months into its adoption, paints a transparent image of adjusting consumer behaviors that may be simply communicated with stakeholders. 

Chargebee, a market-leading resolution for recurring income administration, makes use of Atlan to create reusable information merchandise, and to fulfill a rising inside urge for food for information. Earlier than the introduction of self-service, Chargebee’s Information Engineering staff was liable for responding to requests for information. Additionally liable for delivering information to Chargebee’s prospects, their Information Engineers typically needed to de-prioritize inside requests.

This was an enormous problem. Inner information requests have been pushed to the again of the queues as prospects have been at all times a precedence. This meant that we weren’t assembly SLAs and there was unhappiness amongst our stakeholders and plenty of escalation, which led to unhappiness throughout the staff as nicely.”

Lloyd Lamington, Enterprise Options Supervisor, Chargebee

Previous to implementing Atlan, Lloyd and his staff rigorously scoped their “earlier than state”, logging the variety of information requests acquired per quarter, what number of of them have been repetitive or requested for uncooked information, and the variety of escalations when SLAs have been missed as a result of de-prioritization.

With a baseline established, Chargebee’s information staff have been capable of quantify vital enhancements after launching Atlan to assist self-service, and that zero escalation requests have been acquired for the reason that rollout.


2: Operational Worth

Past monitoring consumer satisfaction and stakeholder contribution, vital alternative exists for information groups to save lots of value, and drive efficiencies in the best way that they, and their end-users, function.

Essential to correct measurement, and a compelling narrative to speak to management and stakeholders, is establishing a baseline measurement, or “earlier than state” to match enhancements in course of and expertise towards. Instruments for establishing these baseline measurements might embrace:

  1. Monetary Evaluation – Retaining an intensive report of the price of consumer licenses, compute, and information storage.
  2. Effort Scoping – Figuring out the accountable staff members, and the hassle, value, and time required of competing approaches or applied sciences.
  3. Information Group Surveys – Figuring out how a lot time is spent on servicing requests, repetitive duties, and diagnosing breakages.
  4. Information Client Surveys – Figuring out how a lot time is spent on information discovery, or how lengthy their requests take from submission to closure.
  5. Analyzing Methods – Calculating common mission completion occasions or the amount of tickets in instruments like Jira, or measuring the typical variety of Slack messages and the time their underlying points take to finish.

With a baseline established, any enhancements to groups, processes, and expertise can and needs to be measured towards it, then communicated to stakeholders and management.

Measuring Price Financial savings

Acquainted to many information groups are potential value saving alternatives, akin to optimizing information warehouse belongings or deprecating unused dashboards, eradicating unutilized information pipelines, or optimizing costly queries.

Mistertemp, a pacesetter in recruitment and non permanent staffing based mostly in France, adopted Atlan to enhance the navigability and value of their newly applied fashionable information stack.

Previous to implementing Atlan, Mistertemp’s coverage of connecting with supply information, then figuring out what was helpful after the actual fact, was resulting in vital technical debt, and decreased the navigability of their information property.

All these fast selections created numerous belongings in Snowflake that principally with out a enterprise use have been by no means actually touched or by no means actually documented or by no means actually linked to our BI instrument or some other instrument. So they only stayed there being synchronized, costing us cash.”

David Milosevic, Head of Information and Analytics, Mistertemp

Utilizing automated lineage and recognition metrics, David and his staff decided that of their 30,000 information belongings in Snowflake, simply one-third have been used within the previous 12 months. These belongings have been then deprecated, considerably enhancing the navigability of their information property, and decreasing pointless value and energy to keep up them.

Operational Worth for Information Groups

Measuring Time-to-value for Technical Implementations

There are myriad choices for information groups implementing new applied sciences and tasks, from hand-coding, to open-source instruments, to an array of SaaS options. However key to quantifying the worth of those efforts is cautious evaluation of the hassle concerned in every of those options.

Within the case of changing or modernizing current applied sciences, information groups ought to take care to stock the technical and experiential shortcomings of their legacy expertise, and thoroughly scope the hassle expended on their earlier method, drawing a transparent comparability between new and previous.

Porto, a Brazil-based insurance coverage and banking chief with 13 million shoppers, sought to exchange a legacy information catalog to maximise the ROI of their information stack, and enhance information literacy throughout their group.

We used to have an information catalog. We had Informatica EDC. The motivation to search for a distinct resolution got here from some difficulties in implementing sure options like lineage, a enterprise glossary. It was form of irritating, and it got here to a degree the place we felt just like the expertise was form of blocking us from reaching the place we wished to go.”

Danrlei Alves, Senior Information Governance Analyst, Porto

Selecting Atlan to exchange their legacy catalog, Porto’s staff shortly built-in key information sources, then used customized metadata fields as a migration goal for his or her current documentation, metadata, and relationships between tables, columns, schemas, and databases.

In simply six weeks, Porto’s information staff launched their new catalog, with content material at parity with their legacy resolution. However by drawing on expertise with their earlier resolution, and holding a selected stock of the enhancements they desired, Porto’s staff have been ready to attract a stark comparability between the 2 options, reaching in six weeks what as soon as took them greater than 2 years, speaking vital enhancements in time-to-value.

Within the case of one-time tasks, information groups should spend time estimating the hassle concerned in every proposed method, inclusive of the variety of staff members to allocate, time spent for every of those staff members throughout the period of the mission, and the estimated completion date.

Tide, a UK-based digital financial institution with practically 500,000 small enterprise prospects, sought to enhance their compliance with GDPR’s Proper to Erasure. Guaranteeing all private information was deleted upon request first meant aligning on what constituted private information, then figuring out the place that information lived and the way it moved by their structure. With a complicated information property, the guide effort concerned was in depth.

Individuals must go into the databases and attempt to translate my checklist of private information components. There have been 31 components to search out in our databases, and we now have greater than 100 schemas, every with between 10 to twenty tables. So it could be numerous work to establish it. If we have been very diligent and did it for each schema, then it could in all probability be half a day for every schema. So half a day, 100 occasions.”

Michal Szymanski, Information Governance Supervisor, Tide

Utilizing rules-based bulk automation in Atlan, the Tide staff was capable of establish, tag, and safe this private information in mere hours, a powerful feat in and of itself. However by first scoping the baseline guide effort wanted to finish the method, Tide’s information staff have been capable of report practically 50 days of effort saved.

Measuring Information Service Effort

For a lot of information practitioners, a relentless back-and-forth answering easy questions from information customers is a major drag on productiveness. Even supposing this downside is simple to know, information groups ought to take care to measure the impression these requests have on their productiveness. 

By surveying staff members to know the period of time they spend on these questions, and by together with a measurable metric like Slack messages acquired or tickets processed, information groups can create a transparent baseline of effort, towards which they will quantify productiveness features.

Octane, a speciality lender providing financing for powersports autos, makes use of Atlan to doc their information belongings, then make them out there by way of self-service. Previous to introducing Atlan, questions on Octane’s information have been answered in a shared Slack channel, the place their Information Engineering staff was liable for responding. 

Conscious of the potential effectivity advantages of introducing self-service with Atlan, Octane’s Information Product Supervisor, Alex Bendix, analyzed the period of time their staff spent on these questions.

Every engineer was answering questions 10 to twenty% of their time. And you then multiply that over a sure variety of workers throughout the staff, that’s a whole lot of hours per 30 days that you just’re dropping by way of productiveness.”

Alex Bendix, Information Product Supervisor

By meticulously quantifying the period of time their staff spent answering questions on information, and measuring the variety of Slack messages the staff was receiving after implementing Atlan, Alex and his staff have been capable of report that they have been now saving 200 hours of Information Engineering effort per 30 days.

Measuring Efficiencies by Eliminating Repetitive Duties

Much like measuring the hassle expended answering questions, information groups also needs to take care to measure the hassle they expend on recurring duties, setting a baseline of effort to measure productiveness features from options akin to automation.

Past their documented success accelerating implementation time, Porto’s Information Governance staff has additionally quantified recurring financial savings from automating beforehand guide duties.

Danrlei and his staff began by figuring out repetitive work, together with assigning homeowners, documenting belongings, and securing private information, then created a framework to make sure that solely the information belongings that demanded their private consideration have been surfaced to the Information Governance staff.

If we think about the whole lot we’re doing now with Atlan in comparison with earlier than we had Atlan, we’re saving 40% in effectivity, by way of time and costly operational duties for the whole lot associated to governance. This can be a 40% discount of 5 individuals’s time. We’re utilizing the time financial savings to give attention to optimizing our processes and upleveling the kind of work we’re doing.”

Danrlei Alves, Senior Information Governance Analyst, Porto

With these automations working towards an information property of over 1 million belongings, Danrlei and his staff have been shortly capable of establish the decreased quantity of governance duties they have been now liable for, then report this vital enchancment.

Measuring Time-to-resolution

Lastly, productiveness features from accelerating “fireplace drill” duties like Root Trigger Evaluation, or tough investigatory duties like Influence Evaluation, additionally profit from a transparent accounting of effectivity features. Fortunately, with these workstreams typically managed on instruments like Jira, measuring reductions in time-to-resolution could be so simple as analyzing effort and time spent on these duties earlier than and after enhancements.

Takealot, a South African eCommerce and Retail chief, makes use of Atlan to enhance technical understanding of their information property, and drive enterprise self-service. Previous to Atlan, every time Takealot’s information staff have been knowledgeable of a bug, they might conduct conventional dash planning, figuring out the time wanted to analyze and resolve the difficulty.

By analyzing these decision workstreams, their staff decided they have been spending half of their time investigating the issue and figuring out the situation of a breakage, setting a baseline metric to enhance towards. Then, by using automated column-level lineage on Atlan, the Takealot staff might extra shortly examine the basis trigger of knowledge points, chopping their situation decision time in half.

As an alternative of trawling by all of the code, you’ll be able to shortly observe lineage backwards and verify it at each level to see what’s taking place. Earlier than, it might take every week or two weeks relying on how tough a bug was to handle, with 50% of that point being investigating what the issue was and the place it’s damaged earlier than really making use of the repair and getting it into manufacturing. I’d say we’ve in all probability halved that point.

Group BI Supervisor, Takealot

Operational Worth for Information Shoppers

Measuring Friction in Information Discovery

Whether or not points with navigability, strict entry controls, or restricted context, there are myriad causes information customers have a tough time discovering and understanding the information out there to them. With a view to perceive the place to make enhancements, and to measure the advantage of these enhancements, information groups ought to analysis the hassle their end-users expend on these actions.

Nasdaq, liable for their eponymous inventory trade in New York Metropolis, and an array of expertise and monetary service merchandise, makes use of Atlan to evangelize their information technique and enhance their governance observe.

Key to their implementation course of was time spent surveying Nasdaq’s information customers, driving higher understanding of how the information staff might enhance their means of discovering and making use of information.

Practically 100 customers responded to the survey, with 75% of respondents reporting spending time attempting to know information. Respondents who spent six hours or extra hours pers week on information, spent two of these hours attempting to know the context round what they already had entry to.

Take into consideration that! A 3rd of their time each week is spent simply attempting to know what’s there. Think about if we might deliver a product in that helps cut back that effort and actually allows them to get proper to the guts of the issue — to drive information merchandise from insights into the enterprise. And that’s what we’re attempting to get to.”

Michael Weiss, Senior Product Supervisor, Nasdaq

With this survey information in-hand, and a mechanism for enhancing the invention expertise for his or her information customers, Michael and his staff have a “North Star” metric to measure their success, doubtlessly representing a whole lot of 1000’s of {dollars} in financial savings in information shopper effort, alone.

Measuring Time to Perception

For information groups which have a service-driven relationship with their information customers and prospects, baseline measurement of the time processes take to finish, like constructing dashboards or finishing queries, makes it easy to speak the impact of course of enhancements and new applied sciences.

Infillion, a Digital Media Platform serving the Fortune 50 and extra, makes use of Atlan to sew collectively a posh information property, and supply data-driven insights to their prospects

An important a part of their Enterprise Intelligence staff’s duties are supporting account groups, whose prospects anticipate frequent, correct reporting on advertising and marketing marketing campaign efficiency. Beforehand processed manually, these requests would take as many as three weeks to finish, with one week of ready for Information Engineering bandwidth, and one other two to provide a report.

Utilizing Atlan Scheduled Queries, Daniel’s staff now spends half-hour or much less responding to requests for information, eliminating the necessity for scarce Information Engineering sources, and reporting a 3-week time financial savings for his or her enterprise companions and prospects on every request.

It’s allowed us to completely automate reporting with none engineering sources and turn out to be self-sufficient, and it’s positively eliminated an enormous bottleneck in our course of. A 3-week ready interval is simply not scalable. So this positively lower that right down to a half an hour, possibly much less, to arrange.

Daniel Chon, Director of Enterprise Intelligence, Infillion

Measuring Effort

Lastly, on a extra subtle degree, an in depth stock of the duties information customers undertake, mixed with an evaluation of the hassle expended and common personnel value for every of those duties, is a labor-intensive, however highly effective instrument for measuring the particular impression of an information staff’s efforts.

Zip, a digital monetary service firm and buy-now-pay-later pioneer, makes use of Atlan to assist their information customers shortly, reliably, and simply discover, perceive, and use the capabilities of their fashionable information stack.

Leroy Kahn, Zip’s Information Administration Lead, developed a mannequin to estimate the enterprise worth yielded from every exercise his colleagues would carry out on Atlan, and a course of to trace the amount of those actions as a part of their enterprise case for a contemporary information catalog.

By way of consumer surveys, and the alternatives to enhance that they inventoried throughout duties involving discovering, sharing, understanding, and utilizing Zip’s information, Leroy decided a mean period of time saved for every exercise or occasion kind for Atlan customers. Primarily based on common wage, every minute of time saved was value $1 (AUD) in effectivity features, which might then be multiplied by the point saved per occasion in Atlan.

By analyzing utilization metrics, Leroy and his staff have been capable of account for every exercise carried out on Atlan throughout a 30-day interval, evaluating it towards the time and greenback financial savings, projecting $390,000 AUD in effectivity features.


3: Enterprise Worth

Whereas measuring the efficiency of knowledge staff packages, and thoroughly recording the worth of operational enhancements is vital, there are a restricted variety of alternatives to make these enhancements. With a view to proceed speaking the worth of their work, information groups should attempt to know what information is used for, and to what impact. This necessitates shifting past a mannequin the place requests are serviced, and towards a mannequin of partnership with enterprise customers.

Whereas information groups may need grown accustomed to constructing new capabilities or servicing requests which can be then picked up by an analyst or data-savvy enterprise consumer, shifting past this paradigm means understanding the aim of those requests, and following up on their impression.

Information groups can start placing this into observe by recording a enterprise purpose every time a request is made. From a easy stock of which groups or colleagues made these requests, to extra advanced data of tasks like decreasing buyer churn or figuring out cross-sell or up-sell alternatives, information groups can start evaluating their work towards achievement of enterprise targets, and following up for particular anecdotes of what impression these insights made.

A quick-growing pet care firm is among the many greatest examples of enterprise worth measurement within the Atlan Neighborhood. After migrating to a brand new telecommunications system, their name heart staff was underperforming, resulting in diminished buyer engagement, and lack of income.

Whereas information was out there from their new system, its format was distinctive to telecommunications methods, dubbed a Name Element Document (CDR), making it tough for his or her Information Analysts to analyze the issue and suggest an answer.

I’ve labored in conditions like this earlier than, and if we didn’t have Atlan it could have taken six months. We’d be answering questions like ‘What do you imply by occasion code?’ or ‘What’s the distinction between extension quantity and regroup quantity?’.”

Information Governance Lead

Utilizing Atlan, a member of their staff with Telecommunications expertise labored to narrate Snowflake belongings with CDR information, and translated, then documented what every of the information factors meant. Now capable of perceive the context round this information in a self-service method, their Information Analysts shortly carried out their evaluation in PowerBI, and recognized three core issues for under-performance.

Taking an Operational Worth lens to this achievement, their information staff might report that they have been capable of assist this evaluation in 30 days with Atlan, quite than 6 months. However by sustaining a detailed relationship with their counterparts within the enterprise, and by holding knowledgeable about how information evaluation drove a decision, their information staff can now report that they supported a ten% improve in bookings by their name heart, a major improve in income, and a mission-critical achievement.

Whereas fastidious reporting on Program Worth and Operational Worth are essential, information groups who construct robust relationships with their enterprise counterparts, and have the curiosity and persistence to know how their work is used downstream, can tie their work to a very powerful issues their organizations are going through.


Key Takeaways

Throughout Program, Operational, and Enterprise worth, one of the best examples of quantification within the Atlan Neighborhood have plenty of key commonalities.

  1. Curiosity about, and dedication to, the worth of their groups, packages, processes, and expertise.
  2. Constant assortment of quantitative and qualitative information previous to funding or adjustments to processes or expertise.
  3. A mechanism for capturing adjustments in habits, sentiment, or effort, persistently measured towards a baseline and communicated to stakeholders and leaders.

Photograph by Patrick Perkins on Unsplash

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