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DATA DEMOCRATIZATION: MAKING DATA AVAILABLE TO BUSINESS USERS MORE EASILY

Data Democratization
Posted May 23, 2023
8 min read


This post is a (lightly edited) transcript of our recent webinar on data
democratization, where CloverDX VP Product Branislav Repcek looked at why
improving access to data is important, and how you should approach it.

You can read the post below, or watch the video version here:

 




WHAT IS DATA DEMOCRATIZATION?

Data democratization can be a loaded term – a lot of people talk about it, but
not everyone takes it to mean the same thing.



If we ask Google, we learn that data democratization is an ongoing process of
making data accessible and available to a wide range of users, with the goal of
providing them with the tools to analyze the data and extract value.



Many organizations today are collecting vast amounts of data, but there’s not
always an easy way for people to work with it. The goal of data democratization
is to improve that, because as you get more people working with data, you get
better value out of it. More people thinking about how to use data effectively
means more people making their jobs better and getting better results.

Let’s take a closer look at that definition:


AN ONGOING PROCESS

The data democratization process is not a ‘big bang’ – something you switch on
overnight and then it’s done. Partly because your data itself is ongoing – new
data comes online, new capabilities are needed, and so on. And partly because it
comes down to building a data democratization culture.



Giving everyone a login to your data warehouse is not enough – that’s not going
to help them.

You need to build a culture around using and exploring data. People used to
working with single applications might not be that effective when they suddenly
get data from 200 applications. And that’s not even mentioning the difficulties
in just giving everyone access to everything. Regulations, security and
relevance all mean you have to think about what data is useful and for who.

Read more about the data democratization features of CloverDX

People need to be able to explore and use something they need to improve their
specific part of the business. Think for example of a marketing team – if they
can get access to sales data they can analyze and improve the effectiveness of
their campaigns.

The key to implementing this change is to start slowly. If there are a couple of
applications that you know are used often, or that data from them is often
requested, start there, teach people about it and show them how to use it, and
then you can expand.


ACCESSIBLE DATA VS SILOS

Traditional data structures keep data in silos. Think of a CRM or ERP system
that only people in certain departments have access to. There could be dozens or
even hundreds of systems built for a specific purpose.



Going outside of the silo is difficult. Data you don't have access to is
invisible to you, and you have to know what to ask for. Often this means long
discussions about what is even available and how to get the data to you, and
these discussions often end up with security concerns (‘Why would anyone other
than Finance need access to invoices? That’s not allowed…’)

But even if you overcome these concerns, giving access isn’t that simple. You
could just give everyone an account in that app, right? But that can just make
things worse. People now have access, but they often don’t understand what
they’re looking at. Users just want to be able to work with the data, they don’t
want to have to learn how hundreds of applications work, or what the data model
is.

One way of handling this is a data catalog, something between applications and
users. A data catalog is a layer that gives access to certain users to certain
data and that helps users understand what is in the data and how to use it,
without having to log into an unfamiliar system and UI.



But what if you have a data lake or a warehouse? You still need a place where
users can search metadata, and not everyone is familiar with SQL to work with a
warehouse directly.


COLLABORATE TO BUILD IT BETTER 

One of the keys to implementing a data democratization strategy is
collaboration. All parts of the organization need to work together to agree on
what to publish, how, and to who. There’s people that want to have access to the
data, there’s people that own the data, and there’s someone in the middle
(typically IT) that needs to make it happen. All of these teams need to work
together to be effective in making data accessible.

Again, the key is to start small. There’s usually some datasets that are used
daily, so it’s generally a good idea to start with these popular ones, and get
users used to having access to this data and working with it.

Once they get into the habit of doing that, you can add more datasets for people
to access. And it’s important to think scalably – so when someone comes to the
IT team to ask for a new dataset, you can either publish it so everyone has
access, or if you need to create a new dataset (because it’s not something
already directly available), you apply transformations and publish that, so you
don’t need to recreate it the next time someone asks.


TRUSTED DATA

As the team responsible for publishing data, you also need to be responsible for
publishing quality data that can be trusted. Especially if you’re working with
an old system, or something where data has been entered by hand, chances are
it’s going to need some work to be usable.



If you need to apply data cleansing or transformations to data to get what users
are asking for, you want to do this at the source, so you don’t have to do it
every time someone asks.

This is part of the collaboration process. You as the data provider need to
understand what users need the data for, so you can tailor it for them, even if
it means creating different versions of the data for different users. If you
have an index that’s searchable people can always find the version of the
dataset that has the columns they need and so on.



Search results in the CloverDX Data Catalog


PROVIDE TOOLS FOR YOUR USERS

Data on its own is not very useful if you don’t have the tools to work with it.
Some teams may be used to using tools such as PowerBI or databases already, some
less-technical users might not be.

You should allow people to work with specialized tools they already have, but
also standardize on some common tools that help teams that want to work with
data in a lighter way. If you just let everyone pick a tool, you’ll end up with
a proliferation that can be hard to manage.

Making data useful to people also means publishing it in a common format that
everyone can use, no matter what the tool or platform they’re working with.


HOW CLOVERDX HELPS PROVIDE SELF-SERVICE DATA

The CloverDX data management platform is built on automation. The more you can
automate as much of your data workflow as possible, the faster you can get
accurate data into the hands of people who need it.

CloverDX’s data democratization features are designed to bridge the gap between
what the IT team creates and what business users need. Highly technical users
can design, automate and operate complex data pipelines, and publish the results
– in whatever format that’s needed – to the people (or applications) that need
it, without those users needing to understand a complex tool or learn code.



The CloverDX Data Catalog interface

The Data Catalog allows you to expose live data to users in a simple,
searchable, understandable interface. As well as just publishing raw data as
stored in a database, you can also attach business logic to it in a CloverDX
workflow so you can create new datasets for users to access – think for example
of a dataset of sales employees by revenue, created from tables in the
accounting system and CRM.

The ability to incorporate business logic also allows you to make sure data is
clean, prepared and ready for use, saving time and increasing productivity of
your users. 

Some of the benefits of using the CloverDX Data Catalog to make prepared data
available to users include:

 

 * Saving time: No need for users to waste time filtering the entire dataset to
   show just the value or date ranges they need (especially useful when you’re
   preparing a report every month, week, or day).
 * Reducing errors: No chance of human error when preparing data, e.g. selecting
   the right list of countries for an EMEA report.
 * Standardized definitions: Everyone in the organization can access the ‘Active
   Users’ report, for example, without everyone using their own definition of
   what ‘Active’ really means.
 * Live data, every time: Because the data is direct from the source, reports
   are always up-to-date, every time you click ‘run’.
 * Better quality data, across the business: When everyone is using the same
   datasets, it’s easier for someone to spot a mistake or opportunity for
   improvement and work with IT to fix it at source, so other users going
   forward are now using the corrected data.

Data democratization is enabling organizations to unlock the full potential of
their data and foster collaboration in the process, providing users from both IT
and business teams the ability to find, explore, and analyze data without
sacrificing quality. CloverDX helps break through data silos and give all users,
regardless of their technical ability, access to data sources that they can
search, explore and work with.

If you’re interested in learning more about how CloverDX can help your business
achieve greater success through data democratization, request a demo and see how
you can make data available more easily, while still keeping centralized
control.



 

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