Kevin Sonsky, business intelligence leader at Citrix Systems, shares the secrets to his success, including implementing self-service reporting and establishing a grassroots governance program at Citrix. They discuss the challenges of data chaos, the importance of standardized metrics and reports, certifying reports with watermarks, and maintaining reports in a business using Tableau as a standardized tool.
Kevin Sonsky implemented a grassroots governance program to standardize metrics and reports.
Citrix Systems emphasized the importance of users comprehending the data model behind self-service capabilities.
Deep dives
Managing self-service BI and report proliferation
Kevin Sonsky, Senior Director of Business Intelligence at Citrix Systems, discusses the challenges of managing self-service business intelligence (BI) and the proliferation of reports within the organization. To address underuse and overuse of BI, Sonsky and his team implemented a formal governance program to standardize metrics, data sources, and reports. They identified symptoms of overuse, such as chaos and sprawl of reports and metrics, leading them to bring more organization to the BI environment. Sonsky highlights the need for a balance between self-service capabilities and maintaining integrity and consistency in data and reporting. By using Tableau as their tool of choice, the team achieved success in standardizing metrics and dimensions.
Establishing a self-service BI community
Citrix Systems created a community of self-service users by providing proper attention and support to ensure users understood the data and tools. They emphasized the importance of users comprehending the data model and sets behind the self-service capabilities. The team collaborated with subject matter experts, documented information, and directed users to those with in-depth knowledge. Active business relationships were maintained to enhance data understanding and knowledge sharing across functional groups. Sonsky advises new BI directors to understand their company's culture, choose an important use case to address, engage with IT early, measure progress by tangible deliverables, and communicate successes broadly.
Standardizing on Tableau as a self-service tool
Citrix Systems standardized on Tableau as their prominent self-service tool due to its ease of use and widespread adoption by business users. While the decision to use Tableau was driven organically by satisfied users, Sonsky's team collaborated with IT to establish a proper infrastructure and licensing arrangement. They addressed the challenge of tableau data extracts or reports that go unused, acknowledging the need for clean-up efforts. The team implemented a low-tech certification process, applying a logo to reports that had undergone formal vetting and governance to establish trust and credibility. Business owners assumed responsibility for maintaining and updating the certified reports, fostering a sense of accountability within the community of self-service users.
In this podcast, Kevin Sonsky reveals the secrets to his success as a business intelligence leader at Citrix Systems. During the past 11 years, he has implemented an enterprise-wide self-service reporting environment that has delivered deeper insights into customer purchasing behavior. At the same time, he has established a grassroots governance program that has successfully standardized on dozens of key enterprise metrics and reports. Kevin is interviewed by Wayne W. Eckerson, long-time thought leader in the business analytics field.
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