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

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

At a Look

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

Contentsquare is an organization that lives and breathes knowledge. With over 1,000 prospects and over 1,600 staff, their digital expertise analytics platform gives 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 progress has been enabled by knowledge. And on the heart of creating that knowledge accessible, comprehensible, and reliable are their Knowledge Governance group. Composed of Kenza Zanzouri, Knowledge Governance Strategist, and Otavio Leite Bastos, International Knowledge Governance Lead, Contentsquare’s group led an Atlan Masterclass to share how Knowledge Governance is able to accelerating important enterprise outcomes.

The Significance of Knowledge Governance

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

“Knowledge Governance may also help us have a sooner time to worth,” Otavio defined. “From the time you decide to an analytics undertaking till you ship it, you may make it sooner. If dashboards go reside sooner, and if evaluation will be sooner, then decision-making is quicker. We are able to additionally promote sooner onboarding for brand new knowledge professionals, and velocity up remediations of any knowledge downtime that we’d have.”

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

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

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

Knowledge Governance at Contentsquare

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

“We’re the heads of KPI requirements. For any system, for any methodology of calculating metrics, it’s as much as us to orchestrate and lead individuals to determine the requirements for crucial metrics on the firm. Second is knowledge high quality, testing knowledge to see if it’s behaving appropriately, and as anticipated,” Otavio shared. Additionally essential for the Knowledge Governance group is knowledge safety, making certain that greatest practices are completely executed, and laws are adhered to.

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

Contentsquare’s Trendy Knowledge Stack

Contentsquare’s knowledge stack consists of supply methods like Salesforce, Workday, and Hubspot flowing via Matillion, their integration layer. Snowflake serves as their knowledge storage layer, with an information lake containing uncooked knowledge, an information warehouse with reworked knowledge, and knowledge marts instantly linked to Tableau and Google Knowledge Studio for visualization and evaluation. Lastly, Monte Carlo serves as Contentsquare’s knowledge high quality device.

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

“Knowledge area homeowners can each learn knowledge from Atlan and write knowledge to Atlan. Similar for KPI homeowners, who can learn any data, however can even enrich Atlan with documentation,” Otavio defined. “We’ve an information catalog. We’ve a glossary that’s house for our most essential KPIs and metrics. And we will catalog each dashboard that we’ve on the firm, and do automated knowledge 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 knowledge property.

Treating Knowledge Output as a Knowledge Product

Contentsquare views knowledge governance as a strategy to convey readability to a fancy, difficult-to-understand panorama of property, possession, and context. “You would possibly discover in any firm throughout the globe that there are dashboards, KPI homeowners, knowledge fields, knowledge well being checks, knowledge customers, and never the whole lot is linked. They’re flowing in an ocean, and nobody understands their that 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 knowledge property, expertise, and folks, avoiding inefficiencies throughout their knowledge operations.

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

Defining a Knowledge Product Tree

Underpinning the idea of information merchandise was rigorously outlined area possession, and the popularity that treating dashboards, evaluation, and studies as merchandise required orchestration throughout technical features. “The idea is sort of easy. You’ve knowledge merchandise linked to make use of circumstances. Use circumstances are linked to some underlying knowledge. And you will need to carry out some knowledge high quality monitoring on every knowledge discipline,” Otavio defined.

Prioritizing Metrics

With a framework for cross-functional possession of information merchandise outlined, it was essential for the group to concentrate on rolling out merchandise the place they might have the best affect. For Contentsquare, that meant defining the metrics that their enterprise demanded, defining their precedence, and executing from most-to-least essential.

“Our high 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 targeted 60-80% of our effort, till now. Our second precedence was Strategic KPIs, essential at a division stage. Perhaps these KPIs are solely essential to the Gross sales, Advertising and marketing, or Finance departments. And the final precedence was team-level metrics, possibly measuring the efficiency of a undertaking in a small group within the firm, these are Operational KPIs.”

Executing Knowledge Governance and Knowledge High quality

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

Step 1: Knowledge Prioritization

First was formalizing knowledge prioritization, figuring out crucial metrics and use circumstances for enrichment. Storing this data in a profile for every important asset in Atlan, Contentsquare’s group documented descriptions, enterprise guidelines, how metrics have been calculated, formulation, and formal homeowners.

Step 2: Knowledge Cataloging and Knowledge Lineage

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

“We all know the place knowledge is coming from, we all know the place knowledge goes to. Is that this knowledge 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 routinely sync to our databases and to our knowledge visualization device. For all of our mapping, we didn’t do something manually.

Step 3: Knowledge Safety

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

“What’s very fascinating is that Atlan will routinely propagate these classifications to the underlying knowledge property,” Otavio defined. “When you’ve got a metric, and anybody within the firm can entry that metric, then the info behind that asset may also be accessed by anybody. It simply retains coherence between our metrics and underlying knowledge.”

Step 4: Knowledge High quality

Turning to Monte Carlo, the group constructed out monitoring and knowledge high quality triggers. Within the occasion of an information challenge, alerts could be despatched on to Slack, the place knowledge homeowners 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 knowledge asset profiles in Atlan.

Step 5: Knowledge Insurance policies and Processes

Lastly, having outlined greatest practices, applied a glossary and documentations, and constructed a framework for knowledge high quality, the group moved to create knowledge insurance policies in processes, beginning the method of coaching customers, and iterating to make sure their exhausting work would end in a persistent, improved method of working.

Constructing Personas

“Atlan facilitated the centralization of all important property 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 bettering knowledge worth streams. Referencing the Atlan Worth Stream Library, a group of greatest practices obtainable to Atlan prospects, Kenza and her group began the method by defining personas.

First was Sego, a Enterprise Analyst liable for delivering studies and dashboards that assist Contentsquare’s enterprise groups perceive their efficiency. “She would possibly say ‘Why is it so exhausting to grasp what I can use and who I ought to attain out to?’ She wants a go-to house the place knowledge cataloging, knowledge lineage, and dashboards are only a click on away,” Kenza defined.

Subsequent was Hiroto, a Knowledge Engineer liable for sustaining enterprise intelligence knowledge pipelines and securing knowledge flows. The group realized that Contentsquare’s Knowledge Engineers would profit from metadata to assist them prioritize migrations, optimize knowledge processes, and enhance their knowledge warehouse, and automatic lineage to grasp 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 selections. These enterprise customers would profit from extra context to raised conceptualize the info obtainable to them as they deliberate the quarters and years forward for his or her departments. “All of those departments look ahead to a transparent method 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 knowledge surroundings, and a view of all of their knowledge, sourced and guarded in a single location.

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

Overcoming Rollout Challenges

Even with a technique as well-defined as Contentsquare’s, the group confronted early challenges, and urged taking time to align stakeholders, guarantee robust 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 reality round every of their KPIs and BI deliverables, obtainable 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 system. We wished to make it possible for everybody was aligned, on the identical web page, on Atlan,” Kenza shared.

Problem 2: Possession

Second was making certain that for every knowledge asset and business-critical KPI, {that a} single proprietor could be recognized. “Figuring out the proper particular person diminished stress, in fact, but in addition time. It could ease adoption, and handle appropriately, in a well timed method, all data-related points,” Kenza defined.

The place Contentsquare’s property as soon as had a number of homeowners, driving confusion from finish customers, and further effort for area specialists, there’s now a single, empowered proprietor for every knowledge asset and KPI.

Problem 3: Person Engagement

Lastly, the group took a considerate method to consumer engagement, sustaining robust particular person relationships and a excessive commonplace of service, whereas additionally scaling their attain via a neighborhood method.

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

Contentsquare’s Governance Technique in Motion

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

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

“This script will routinely 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 proper dataset will know if they will use a dataset. Right here, we’ve 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 knowledge homeowners or engineers, a easy seek for an information 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 adjustments.

When to Begin Knowledge Governance

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

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

The plain assumption for knowledge 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 property like scripts would go with out updates. Their knowledge lake grew, making it extra obscure what knowledge property have been obtainable. 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 knowledge high quality was measured, grew to become misaligned.

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

“So when is the nice time to start out knowledge governance? It’s once you begin realizing that you just’re recruiting extra knowledge analysts and possibly much more knowledge engineers, and it’s not fixing your issues. You’re really spending increasingly more time to ship an information undertaking, as a result of you will have so many blocks, so many pitfalls, and so many traps alongside the way in which.”

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

Key Takeaways

Trying again on the profitable launch of Knowledge Governance at Contentsquare, Kenza considers 4 key items of recommendation for knowledge leaders contemplating an analogous journey.

1: Centralize Much less, Orchestrate Extra

“Suggestions may be very, essential. It’s essential make investments effort and time right into a profitable framework with out taking full duty and motion. Take into consideration partaking completely different stakeholders, centralizing much less and orchestrating extra. Outline what attractiveness like for various personas, individuals, knowledge groups, and enterprise customers, so we will all leverage collaboration and embrace change.”

2: Deal with Deliverables as Knowledge Merchandise

“Attain out to completely different stakeholders, accumulate all of the logical hyperlinks to your knowledge property, and also you’ll positively 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 knowledge high quality and governance operate.”

4: Break Down your Knowledge Governance Program

“Knowledge governance is new for lots of people. You will need to take your time. You must break it up into completely different trainings. It’s essential guarantee what you pot in place is sweet for everybody.”

Photograph by Startaê Group on Unsplash

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