Contentsquare’s Final Information to Constructing and Scaling a Information Governance Program – Atlan



Expertise analytics software program chief leverages collaboration, information high quality, and information cataloging collectively to speed up Analytics and BI utilizing Information Governance

At a Look

  • Contentsquare, a number one digital expertise platform, sought to launch a knowledge governance program after years of serious development
  • Selecting Atlan, Contentsquare launched their program with a single supply of context, transparency, and interplay throughout a various vary of customers
  • Having efficiently launched information governance, Contentsquare now advantages from a totally mapped information property, helps essential KPIs with single house owners and shared definitions, has streamlined collaboration, and has propagated data and requirements of knowledge high quality throughout its belongings

Contentsquare is an organization that lives and breathes information. With over 1,000 clients and over 1,600 workers, their digital expertise analytics platform offers wealthy context and insights into habits, emotions, and intent at every touchpoint in a buyer journey.

With $1.4B in funding, and now in its Collection F spherical, Contentsquare’s meteoric development has been enabled by information. And on the middle of constructing that information accessible, comprehensible, and reliable are their Information Governance group. Composed of Kenza Zanzouri, Information Governance Strategist, and Otavio Leite Bastos, International Information Governance Lead, Contentsquare’s group led an Atlan Masterclass to share how Information Governance is able to accelerating vital enterprise outcomes.

The Significance of Information Governance

Contentsquare’s requirements are excessive. They count on information governance to behave as an accelerator, not a hindrance, to their Analytics and Enterprise Intelligence duties.

“Information Governance may also help us have a quicker time to worth,” Otavio defined. “From the time you decide to an analytics venture till you ship it, you may make it quicker. If dashboards go dwell quicker, and if evaluation will be quicker, then decision-making is quicker. We will additionally promote quicker onboarding for brand new information professionals, and pace up remediations of any information downtime that we would have.”

With ambitions as excessive as Contentsquare’s, their group is aware of hanging a fragile stability between being a enterprise enabler, and constructing a robust analytics basis to keep away from the pitfalls {that a} governance operate is anticipated to deal with.

Contentsquare’s group understood the potential penalties if their dedication to information governance was inadequate, or went unsponsored altogether.

“We would have two completely different individuals calculating the identical metric utilizing two completely different strategies or formulation, resulting in completely different choices. We will even have information flows which are poorly identified, so we don’t grasp our information pipelines. Being compliant with information safety tips and rules could be very difficult,” Otavio shared. “And information reliability could be in danger. So you’d have information customers calculating and re-calculating metrics to match with dashboards, not trusting the dashboards which are dwell.”

Information Governance at Contentsquare

Contentsquare’s information group consists of 10 individuals, reporting to the CIO, and segmented into three groups. Information Analytics consists of a Lead and 4 Analysts, Information Engineering consists of a Lead with two Engineers, and Information Governance consists of a Lead and a Strategist.

“We’re the heads of KPI requirements. For any components, for any technique of calculating metrics, it’s as much as us to orchestrate and lead individuals to establish the requirements for a very powerful metrics on the firm. Second is information high quality, testing information to see if it’s behaving accurately, and as anticipated,” Otavio shared. Additionally essential for the Information Governance group is information safety, guaranteeing that finest practices are completely executed, and rules are adhered to.

Residing on the middle of every of the Information Governance group’s duties is Atlan, advancing their constitution of accessibility, understandability, and trustworthiness. “It’s our dwelling for each KPI and dashboard that we have now on the firm,” Otavio defined. “Our goal is to make information accessible. Information should be easy, comprehensible. And information should be reliable.”

Contentsquare’s Fashionable Information Stack

Contentsquare’s information stack contains supply methods like Salesforce, Workday, and Hubspot flowing by way of Matillion, their integration layer. Snowflake serves as their information storage layer, with a knowledge lake containing uncooked information, a knowledge warehouse with remodeled information, and information marts instantly linked to Tableau and Google Information Studio for visualization and evaluation. Lastly, Monte Carlo serves as Contentsquare’s information high quality instrument.

Contextualizing and activating this information stack, and serving on the middle of their information governance operate, is Atlan. 

“Information area house owners can each learn information from Atlan and write information to Atlan. Identical for KPI house owners, who can learn any info, however may enrich Atlan with documentation,” Otavio defined. “We now have a knowledge catalog. We now have a glossary that’s dwelling for our most necessary KPIs and metrics. And we will catalog each dashboard that we have now on the firm, and do computerized information lineage, which may be very good.” 

And to ease collaboration throughout a spectrum of customers, Contentsquare has built-in Atlan with Slack, enabling seamless communication about their information belongings.

Treating Information Output as a Information Product

Contentsquare views information governance as a strategy to carry readability to a fancy, difficult-to-understand panorama of belongings, possession, and context. “You may discover in any firm throughout the globe that there are dashboards, KPI house owners, information fields, information well being checks, information customers, and never every thing is linked. They’re flowing in an ocean, and nobody understands their which means or how they’re associated,” Otavio defined.

However with a well-defined governance program, these dots are linked, expressing significant hyperlinks between Contentsquare’s information belongings, expertise, and other people, avoiding inefficiencies throughout their information operations.

Step one towards launching a governance program was to raised outline possession and duty utilizing a Information Product Tree, and to ruthlessly prioritize by defining a very powerful metrics to their enterprise.

Defining a Information Product Tree

Underpinning the idea of knowledge merchandise was fastidiously outlined area possession, and the popularity that treating dashboards, evaluation, and experiences as merchandise required orchestration throughout technical capabilities. “The idea is kind of easy. You’ve gotten information merchandise linked to make use of instances. Use instances are linked to some underlying information. And it’s essential to carry out some information high quality monitoring on every information subject,” Otavio defined.

Prioritizing Metrics

With a framework for cross-functional possession of knowledge merchandise outlined, it was essential for the group to deal with rolling out merchandise the place they’d have the very best influence. For Contentsquare, that meant defining the metrics that their enterprise demanded, defining their precedence, and executing from most-to-least necessary.

“Our prime precedence was our Prime KPIs on the firm, which measure the well being of the enterprise across the globe for any division within the firm,” Otavio shared. “That’s the place we centered 60-80% of our effort, till now. Our second precedence was Strategic KPIs, necessary at a division degree. Perhaps these KPIs are solely necessary to the Gross sales, Advertising and marketing, or Finance departments. And the final precedence was team-level metrics, possibly measuring the efficiency of a venture in a small group within the firm, these are Operational KPIs.”

Executing Information Governance and Information High quality

With expertise and possession outlined, and a prioritization framework recognized, Contentsquare then began a 5-step course of to place their information governance and high quality operate into observe.

Step 1: Information Prioritization

First was formalizing information prioritization, figuring out a very powerful metrics and use instances for enrichment. Storing this info in a profile for every vital asset in Atlan, Contentsquare’s group documented descriptions, enterprise guidelines, how metrics have been calculated, formulation, and formal house owners.

Step 2: Information Cataloging and Information Lineage

Subsequent, with information belongings correctly enriched, the group utilized Atlan’s automated lineage to map how every information asset comes into being.

“We all know the place information is coming from, we all know the place information goes to. Is that this information going to new tables, new dashboards, new extractions on Tableau, for instance? That’s what we will know utilizing Atlan,” Otavio shared. “And what’s very good is that Atlan will mechanically sync to our databases and to our information visualization instrument. For all of our mapping, we didn’t do something manually.

Step 3: Information Safety

With information belongings correctly outlined and contextualized, and with their full lineage understood, the group undertook a classification train, defining the sensitivity of knowledge and specifying who would have entry to it.

“What’s very attention-grabbing is that Atlan will mechanically propagate these classifications to the underlying information belongings,” Otavio defined. “If in case you have a metric, and anybody within the firm can entry that metric, then the info behind that asset can be accessed by anybody. It simply retains coherence between our metrics and underlying information.”

Step 4: Information High quality

Turning to Monte Carlo, the group constructed out monitoring and information high quality triggers. Within the occasion of a knowledge subject, alerts could be despatched on to Slack, the place information house owners may click on into incidents, triage, and proper them, as wanted. Additional, utilizing Atlan’s native integration with Monte Carlo, every alert creates an announcement inside all affected information asset profiles in Atlan.

Step 5: Information Insurance policies and Processes

Lastly, having outlined finest practices, carried out a glossary and documentations, and constructed a framework for information high quality, the group moved to create information insurance policies in processes, beginning the method of coaching customers, and iterating to make sure their laborious work would end in a persistent, improved means of working.

Constructing Personas

“Atlan facilitated the centralization of all vital belongings and enterprise definitions, so we may then fulfill the day-to-day challenges of various individuals at Contentsquare,” Kenza shared. With a various array of potential customers throughout completely different departments, with completely different operational wants, the group moved their focus to enhancing information worth streams. Referencing the Atlan Worth Stream Library, a set of finest practices out there to Atlan clients, Kenza and her group began the method by defining personas.

First was Sego, a Enterprise Analyst chargeable for delivering experiences and dashboards that assist Contentsquare’s enterprise groups perceive their efficiency. “She may say ‘Why is it so laborious to know what I can use and who I ought to attain out to?’ She wants a go-to area the place information cataloging, information lineage, and dashboards are only a click on away,” Kenza defined.

Subsequent was Hiroto, a Information Engineer chargeable for sustaining enterprise intelligence information pipelines and securing information flows. The group realized that Contentsquare’s Information Engineers would profit from metadata to assist them prioritize migrations, optimize information processes, and enhance their information warehouse, and automatic lineage to know the downstream impacts of their work.

Jill, a enterprise consumer from Contentsquare’s Buyer Success Operations group, was much less technically savvy, however was data-driven in her enterprise choices. These enterprise customers would profit from extra context to raised conceptualize the info out there to them as they deliberate the quarters and years forward for his or her departments. “All of those departments stay up for a transparent means of digesting the info generated by all of our sources,” Kenza shared.

The ultimate persona was Martin, Contentsquare’s CIO, who required full visibility on their information atmosphere, and a view of all of their information, sourced and guarded in a single location.

“As you may see, all of our personas are necessary to contemplate. However most share frequent difficulties. It’s why it’s necessary to hearken to information consultants and information customers, who can construct a robust information governance framework with you,” Kenza defined.

Overcoming Rollout Challenges

Even with a method as well-defined as Contentsquare’s, the group confronted early challenges, and prompt taking time to align stakeholders, guarantee sturdy possession, and thoughtfully handle consumer wants to extend adoption.

Problem 1: Alignment

The primary problem confronted by the Contentsquare group was considered one of alignment, referring to a single, shared sense of fact round every of their KPIs and BI deliverables, out there in a single, simple-to-access location. “We went from three definitions and formulation for a similar KPI, which was quite a bit, to a single definition and components. We wished to be sure that everybody was aligned, on the identical web page, on Atlan,” Kenza shared.

Problem 2: Possession

Second was guaranteeing that for every information asset and business-critical KPI, {that a} single proprietor could be recognized. “Figuring out the precise individual diminished stress, in fact, but additionally time. It could ease adoption, and handle accurately, in a well timed method, all data-related points,” Kenza defined.

The place Contentsquare’s belongings as soon as had a number of house owners, driving confusion from finish customers, and further effort for area consultants, there’s now a single, empowered proprietor for every information asset and KPI.

Problem 3: Person Engagement

Lastly, the group took a considerate strategy to consumer engagement, sustaining sturdy particular person relationships and a excessive commonplace of service, whereas additionally scaling their attain by way of a neighborhood strategy.

“It was clear that coaching and constructing a robust neighborhood round information cataloging, helped us go from low adoption to rising adoption,” Kenza defined. To make sure that the customers they wanted to have interaction understood the significance of collaborating, Kenza and Otavio additionally enlisted the help of Contentsquare’s management group.

Contentsquare’s Governance Technique in Motion

With the precise expertise in place, a knowledge governance and high quality technique efficiently launched, and personas that ensured solutioning was precious to their finish customers, Otavio shared an instance of what’s potential.

Utilizing the combination between Atlan and Monte Carlo, Contentsquare’s group efficiently launched a use case to speak information high quality alerts to an array of downstream stakeholders. When an incident is recognized on Monte Carlo, info is pushed into Atlan, the place an alert seems in every affected information asset’s profile.

“This script will mechanically detect points, and put an announcement in Atlan telling the consumer to contact the info proprietor,” Otavio defined. “Anybody navigating to Atlan and looking for the precise dataset will know if they will use a dataset. Right here, we have now a whole propagation and hyperlink between the enterprise world and the info world. We’re sending alerts to datasets on Atlan, however we’re additionally sending alerts to any metrics which are utilizing a dataset as a reference to be calculated.”

For extra technical customers, like information house owners or engineers, a easy seek for a knowledge asset in Atlan will yield a hyperlink instantly into Monte Carlo, the place additional evaluation will be performed, like viewing previous incidents, freshness, quantity evolution, lineage, and schema modifications.

When to Begin Information Governance

Essential to Contentsquare’s success was beginning Information Governance and an opportune time. Otavio started by contemplating, then measuring, the dimensions of his group and the speed of their output, establishing a baseline.

With a small group of 1 to 2 information analysts, Contentsquare discovered that it will take one month to construct a manufacturing dashboard. Over time, their information group grew to help the rising wants of their enterprise. “Extra individuals means fewer parallel duties. So you may ship worth quicker. You recruit extra individuals, and as a substitute of spending one month constructing a dashboard, possibly you spend two weeks and the dashboard shall be dwell,” Otavio shared.

The plain assumption for information groups is that as headcount and assets develop, time-to-value will proceed to decrease, however Contentsquare discovered that this was not the case. Because the variety of analysts grew, their options elevated in technical depth, and a rising variety of technical belongings like scripts would go with out updates. Their information lake grew, making it extra obscure what information belongings have been out there. Processes modified at a excessive tempo, and with new groups throughout the globe, new methods of working, together with how metrics have been calculated or information high quality was measured, turned misaligned.

Regardless of a rising headcount, and higher expertise, the tempo of supply slowed.

“So when is the nice time to begin information governance? It’s whenever you begin realizing that you simply’re recruiting extra information analysts and possibly much more information engineers, and it’s not fixing your issues. You’re really spending an increasing number of time to ship a knowledge venture, as a result of you’ve got so many blocks, so many pitfalls, and so many traps alongside the best way.”

To establish the right time to start a knowledge governance program, the Contentsquare group emphasised the significance of measurement. Utilizing a venture administration instrument like Jira, information groups ought to measure the time it takes for initiatives to finish, from defining specs till supply. When time to worth slows, the chance for information governance to speed up outcomes is at its highest.

Key Takeaways

Wanting again on the profitable launch of Information Governance at Contentsquare, Kenza considers 4 key items of recommendation for information leaders contemplating an identical journey.

1: Centralize Much less, Orchestrate Extra

“Suggestions may be very, crucial. You want to make investments effort and time right into a profitable framework with out taking full duty and motion. Take into consideration participating completely different stakeholders, centralizing much less and orchestrating extra. Outline what beauty like for various personas, individuals, information groups, and enterprise customers, so we will all leverage collaboration and embrace change.”

2: Deal with Deliverables as Information Merchandise

“Attain out to completely different stakeholders, gather all of the logical hyperlinks to your information belongings, and also you’ll undoubtedly optimize prices and generate worth.”

3: Guarantee Clear Possession

“Establishing key stakeholders within the enterprise is a key takeaway. They may also help you construct a robust, and long-term information high quality and governance operate.”

4: Break Down your Information Governance Program

“Information governance is new for lots of people. You should take your time. It’s important to break it up into completely different trainings. You want to guarantee what you pot in place is nice for everybody.”

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