Tag Archives: Leading & Following

Guidelines for Successful Tableau Analytics Rollout

I’ve written previously about development of Tableau analytics capability from single user to multiple teams across an organization. This article is intended for those who may have first installed Tableau Server to enable folks outside their own sphere to interact with their Tableau creations. For the way ahead, it presents a few guidelines for successful development and deployment that data analysts should internalize as their analytics product grows.

The theme is, from the very start, to develop dashboards as if they serve hundreds of users and access millions of data records. If you do that, then as your analytical tools grow in usefulness and popularity, you’ll avoid difficult conversions and retooling later. Continue reading

The Myth of Agile Sign-Off

Although Agile writers and thinkers agree that “there is no sign-off” in Agile methodology, the practice of requiring product owners and business customers to sign off on requirements and delivered work products persists in Agile settings. I’ve seen it most when an agile team faces delivery challenges and leaders perceive the problem is scope creep or failure of the UAT process before delivery. In those situations, adding a formal sign-off provides an illusion of a stronger process but does nothing to resolve the underlying issue.

Sure, sometimes sign-off is necessary, especially when two or more separate organizations work together on a project. For example, consulting contracts often require sign-off on interim and final work products. However, addition of a sign-off step is common within organizations in hopes of a remedy for delivery or quality challenges.

The commenter David on this post says that “the purpose of a sign-off (or whatever you wanna call it) is a confirmation from a product owner that artifact A is fine for the time being, and can be used as basis for work on artifact B.” That’s all well and good, but in a well-run Agile context sign-off is a meaningless formality that’s dispensed with because it’s unnecessary.

How could that be? Others have written, often emphatically, on why sign-off is unnecessary in an agile context, including here and here. This quick video explains how “definition of done” and a fully committed, reliable team work together together make sign-off irrelevant. Continue reading

How to be a good client


I recently listened to Brian O’Neill’s excellent interview with Tom Davenport, headlined “Why on a scale of 1-10, the field of analytics has only gone from a one to about a two in ten years time.”

The conversation covered a lot of ground as Mr O’Neill and Mr Davenport explored the reasons why. Highlights included general lack of technical literacy and lack of an organizational data driven culture. But to their credit, they took responsibility on behalf of analytics professionals, emphasizing how we in the field could change in order to make more analytics efforts successful. Rather than focusing on providing technology-centered solutions, they recommended that data and AI professionals seek first to understand and empathize with their clients or internal customers, enabling data and AI pros to develop more effective analytics capabilities in light of that understanding.

I agree that analytics professionals can improve their game. However, as a former consultant who’s switched over to the client side, I think there’s room for improvement all around. To me, clients who work proactively to prepare for an analytics project position themselves for better outcomes. Continue reading

Toward a Values-Based Approach to Auditing Agile Projects

By now Agile has taken over waterfall as the dominant app dev project pattern*. In many large organizations, the traditional waterfall PMO also owns Agile projects. One aspect of PMO oversight that can work against Agile culture is the project audit. If the goal of an audit is to ensure the project reflects Agile values, it can help ensure working software and a satisfied customer. If not, an Agile project audit can reinforce process, documentation, and other values that don’t directly promote project success.

In this post I’ll briefly review the Agile Manifesto, recount some prominent advice for auditors of Agile projects, and offer suggestions for auditors who want to reinforce rather than suppress Agile values. Continue reading

Leadership Must Prioritize Data Quality

Data quality improvements follow specific, clear leadership from the top. Project leaders count data quality among project goals when senior management encourages them to do so with unequivocal incentives, a common business vocabulary, shared understanding of data quality principles, and general agreement on the objects of interest to the business and their key characteristics.

Poor data quality costs businesses about “$15 million per year in losses, according to Gartner.” As Tendü Yoğurtçu puts it, “artificial intelligence (AI) and machine learning algorithms are only as effective as the data they use.” Data scientists understand the difficulties well, as they spend over 70% of their time in data prep.

Recent studies report that data entry typos are the largest source of poor data quality (here and here). My experience says otherwise. From what I’ve seen, operational data is generally good, and data errors only appear when data changes context. In this post I’ll detail why data quality is management’s responsibility, and why data quality will remain poor until leadership makes it a priority. Continue reading

Leader’s Data Manifesto at #EDW19: Building a Foundation for Data Science

It’s been a truism that data is a resource, but to prove it you just have to follow the money. As the illustration shows, the vast majority of corporate market value draws from intangible assets. Just as money is an abstraction that represents wealth, data is an abstraction that represents these intangible assets.

It’s year three after initial rollout of the Leader’s Data Manifesto (LDM). Since then, many widely publicized events have highlighted the value of data and metadata, and the importance of sound data management (here, here, and here). Recently at Enterprise Data World, John Ladley, Danette McGilvray, James Price, and Tom Redman presented this year’s LDM update. They reintroduced the Manifesto, recounted events of the past year, discussed strategy for the coming year, and issued a call to action for data professionals. Continue reading

Toward an Analytics Code of Ethics

In data management and analytics, we often focus on correcting apparent inability and unwillingness on the part of business leaders to effectively gather and capitalize on data resources. With that perspective, we often see ethics as a side issue difficult to prioritize given the scale and persistence of our other challenges.

At least that was my perspective, and my initial response when confronted recently by a family member on this topic. Her view from outside the field was that ethics should be a primary concern. As I’ve reflected on this conversation, I’ve come around to her point.

In recent years we’ve seen many examples of data misuse due to ethical lapses. Here’s a post that gives five examples, including police officers looking up data on individuals not related to any police business, an employee passing personal data including SSNs to a text sharing site, and Uber’s “god view”, available at the corporate level, which an employee used in 2014 to track a journalist’s location. Continue reading

Start Data Quality Improvements with a New Definition

What is Data Quality anyway? If you are a data professional, I’m sure someone from outside our field has asked you that question, and if you’re like me you’ve fallen into the trap of answering in data-speak.

To my listener, I’d guess that the experience was similar to having a customer service rep who has just turned down his simple request justify it by describing byzantine company policies.

There’s a ton of great writing available on data quality, and I in no way mean to disparage it or its value in the field. But in that writing I’ve yet to find a concise and compelling definition that’s useful to non-data professionals. I’ll review one or two prevailing definitions and then offer one that could help us unlock real data quality improvements. Continue reading

Sound Data Culture Enables Modern Data Architectures

Modern data architectures, by enabling data analytics insights, promise to drive order of magnitude value gains across many business sectors (here, here, and here). Not so long ago, big data presented a daunting challenge. Although tools were plentiful, we struggled to conceptualize the architecture and organization within which to capitalize on those tools. Now solid frameworks have emerged. This post reviews two promising models for modern data architecture, and discusses two key cultural values critical to their successful adoption: drive to solve business challenges and drive for universal data correctness. Continue reading

Values and Behaviors of the Successful Agilist

Of course, any discussion of Agile values starts with the Agile Manifesto. The first sentence declares that Agile development is about seeking better ways and helping others. Then, as if espousing self-evident truths, the founders present four relative value statements. Finally, they emphasize appropriate balance, saying that the relatively less valued items aren’t worthless: implying that they are to be maintained inasmuch as they support the relatively more valued items.

While there is value in the four relative value statements, I believe most successful Agilists value the first and last statements more. So to me, the core Agile values are continuous improvement, helping others, and balance.

There’s a lot written about Agile behaviors, but as I read most is geared toward scrummasters or managers, and most is about transitioning from the waterfall world. Starting from the premise that Agile methods are established, focusing on participants rather than managers, and based on the assumption that behaviors are grounded in values, this post details the values and behaviors I’ve observed of those who succeed as Agile team members.

Continue reading