Monday, November 25, 2024

Metrics and KPIs for Knowledge Groups – Atlan

Examples of Quantification from the Atlan Neighborhood

Survey outcomes from Vendr’s SaaS Tendencies Report (Q3 2023) affirm what many information groups have already skilled: It’s getting quite a bit more durable to spend money on new applied sciences and approaches. Purchases are down 37% year-over-year, and scrutiny over the price and good thing about investments imply that greater than half the time information groups spend contemplating the fitting know-how is spent on negotiation, alone.

With growing scrutiny on the price of present know-how and groups, and better requirements for investing in new applied sciences and sources, information groups are sometimes requested to speak the worth of their applications and proposed initiatives. The place technical advantages had been as soon as persuasive sufficient to shut gaps and inefficiencies in course of and know-how, information groups should give attention to extra planes of worth, and start to quantify the operational advantages, and enterprise worth, of their work.

Knowledge leaders all through the Atlan Neighborhood have already begun this important change, transferring past funding arguments that embody modernity, scalability, velocity, and consumer expertise. Within the beneath examples, you’ll see meticulous measurement of the progress of their applications, the operational advantages yielded by information groups and shoppers, and the enterprise worth their information helped to unlock.

Discovering, Measuring, and Speaking Worth

The frequent thread of all worth measurement is baseline evaluation. Whether or not information groups are beginning an enrichment program, automating a key workflow, or delivering new capabilities or information to their shoppers, taking a second to grasp the “earlier than state” makes it attainable to measure your affect as your work progresses, then completes.

Within the Atlan Neighborhood, we see three ranges of worth and related Metrics and KPIs that information groups can and ought to be measuring:

  1. Program Worth – Holding information groups and stakeholders to account on the tempo, completeness, and high quality of their work.
  2. Operational Worth – Understanding the operational advantages and quantified efficiencies of recent applications, processes, and applied sciences.
  3. Enterprise Worth – Transferring past the “information as a service” mannequin, and into considered one of partnership with the enterprise, understanding the affect of information and analytics outputs on enterprise initiatives.

1: Program Worth

The primary stage of measurement for information groups is that of their applications. From understanding the satisfaction of their finish customers to monitoring stakeholder contributions, there are quite a few “low-hanging fruit” metrics that ought to be recorded and communicated to stakeholders and leaders.

Outlined by progress towards your crew’s objectives, and suggestions out of your finish customers, information groups ought to pay cautious consideration to the relative enhancements they make by way of new applied sciences and processes, constantly communicate with and survey information shoppers, and set measurable objectives for his or her stakeholders to decide to.

Monitoring Stakeholder Contribution

Swapfiets, the world’s first bicycle subscription service, launched their Knowledge Governance program by providing a self-service, trendy information catalog on Atlan. Key to their success is a daily collaborating and reporting cadence, with six cross-functional Knowledge Governance Committees composed of information analysts, information house owners, and information stewards throughout their enterprise domains.

In that month-to-month assembly, we give attention to three governance matters, that are possession, documentation, and high quality. For documentation and possession, Atlan is de facto useful. It’s additionally useful for high quality to search out out the place within the information lifecycle high quality points come up. In the course of the assembly, we write out motion factors and decide to duties like verifying extra phrases.”

Lisa Smits, Knowledge & Analytics Group Supervisor

Swapfiets now maintains 125 outlined metrics throughout these six enterprise domains, and with month-to-month committee conferences, has created a mechanism for accountability and attribution, and a platform for usually reporting their progress towards enrichment objectives.

Quantifying Expertise & Satisfaction

Utilizing experiential or NPS surveys, or a proxy metric like Slack messages, tickets, or escalations, are all probably efficient methods to quantify consumer satisfaction. Essential to speaking a transparent before-and-after is amassing a baseline measurement previous to releasing new initiatives or experiences. 

For instance, measuring the variety of information questions a Knowledge Engineering crew receives previous to the discharge of a glossary, then three months into its adoption, paints a transparent image of adjusting consumer behaviors that may be simply communicated with stakeholders. 

Chargebee, a market-leading resolution for recurring income administration, makes use of Atlan to create reusable information merchandise, and to satisfy a rising inner urge for food for information. Earlier than the introduction of self-service, Chargebee’s Knowledge Engineering crew was accountable for responding to requests for information. Additionally accountable for delivering information to Chargebee’s clients, their Knowledge Engineers usually needed to de-prioritize inner requests.

This was an enormous problem. Inside information requests had been pushed to the again of the queues as clients had been at all times a precedence. This meant that we weren’t assembly SLAs and there was unhappiness amongst our stakeholders and many escalation, which led to unhappiness throughout the crew as effectively.”

Lloyd Lamington, Enterprise Options Supervisor, Chargebee

Previous to implementing Atlan, Lloyd and his crew fastidiously scoped their “earlier than state”, logging the variety of information requests acquired per quarter, what number of of them had been repetitive or requested for uncooked information, and the variety of escalations when SLAs had been missed as a result of de-prioritization.

With a baseline established, Chargebee’s information crew had been in a position to quantify vital enhancements after launching Atlan to assist self-service, and that zero escalation requests had been acquired for the reason that rollout.


2: Operational Worth

Past monitoring consumer satisfaction and stakeholder contribution, vital alternative exists for information groups to avoid wasting price, and drive efficiencies in the way in which that they, and their end-users, function.

Essential to correct measurement, and a compelling narrative to speak to management and stakeholders, is establishing a baseline measurement, or “earlier than state” to match enhancements in course of and know-how towards. Instruments for establishing these baseline measurements might embody:

  1. Monetary Evaluation – Preserving an intensive document of the price of consumer licenses, compute, and information storage.
  2. Effort Scoping – Figuring out the accountable crew members, and the trouble, price, and time required of competing approaches or applied sciences.
  3. Knowledge Group Surveys – Figuring out how a lot time is spent on servicing requests, repetitive duties, and diagnosing breakages.
  4. Knowledge Client Surveys – Figuring out how a lot time is spent on information discovery, or how lengthy their requests take from submission to closure.
  5. Analyzing Programs – Calculating common challenge completion instances or the quantity of tickets in instruments like Jira, or measuring the common variety of Slack messages and the time their underlying points take to finish.

With a baseline established, any enhancements to groups, processes, and know-how can and ought to be measured towards it, then communicated to stakeholders and management.

Measuring Value Financial savings

Acquainted to many information groups are potential price saving alternatives, akin to optimizing information warehouse property or deprecating unused dashboards, eradicating unutilized information pipelines, or optimizing costly queries.

Mistertemp, a pacesetter in recruitment and momentary staffing based mostly in France, adopted Atlan to enhance the navigability and usefulness of their newly carried out trendy information stack.

Previous to implementing Atlan, Mistertemp’s coverage of connecting with supply information, then figuring out what was helpful after the actual fact, was resulting in vital technical debt, and decreased the navigability of their information property.

All these fast choices created lots of property in Snowflake that principally with no enterprise use had been by no means actually touched or by no means actually documented or by no means actually related to our BI instrument or another instrument. So they only stayed there being synchronized, costing us cash.”

David Milosevic, Head of Knowledge and Analytics, Mistertemp

Utilizing automated lineage and recognition metrics, David and his crew decided that of their 30,000 information property in Snowflake, simply one-third had been used within the previous 12 months. These property had been then deprecated, considerably enhancing the navigability of their information property, and decreasing pointless price and energy to keep up them.

Operational Worth for Knowledge Groups

Measuring Time-to-value for Technical Implementations

There are myriad choices for information groups implementing new applied sciences and initiatives, from hand-coding, to open-source instruments, to an array of SaaS options. However key to quantifying the worth of those efforts is cautious evaluation of the trouble concerned in every of those options.

Within the case of changing or modernizing present applied sciences, information groups ought to take care to stock the technical and experiential shortcomings of their legacy know-how, and thoroughly scope the trouble expended on their earlier method, drawing a transparent comparability between new and outdated.

Porto, a Brazil-based insurance coverage and banking chief with 13 million purchasers, sought to exchange a legacy information catalog to maximise the ROI of their information stack, and enhance information literacy throughout their group.

We used to have a knowledge catalog. We had Informatica EDC. The motivation to search for a unique resolution got here from some difficulties in implementing sure options like lineage, a enterprise glossary. It was sort of irritating, and it got here to some extent the place we felt just like the know-how was sort of blocking us from reaching the place we wished to go.”

Danrlei Alves, Senior Knowledge Governance Analyst, Porto

Selecting Atlan to exchange their legacy catalog, Porto’s crew shortly built-in key information sources, then used customized metadata fields as a migration goal for his or her present documentation, metadata, and relationships between tables, columns, schemas, and databases.

In simply six weeks, Porto’s information crew launched their new catalog, with content material at parity with their legacy resolution. However by drawing on expertise with their earlier resolution, and retaining a particular stock of the enhancements they desired, Porto’s crew had been in a position to attract a stark comparability between the 2 options, attaining in six weeks what as soon as took them greater than 2 years, speaking vital enhancements in time-to-value.

Within the case of one-time initiatives, information groups should spend time estimating the trouble concerned in every proposed method, inclusive of the variety of crew members to allocate, time spent for every of those crew members throughout the length of the challenge, and the estimated completion date.

Tide, a UK-based digital financial institution with practically 500,000 small enterprise clients, sought to enhance their compliance with GDPR’s Proper to Erasure. Guaranteeing all private information was deleted upon request first meant aligning on what constituted private information, then figuring out the place that information lived and the way it moved by way of their structure. With a classy information property, the handbook effort concerned was in depth.

Folks must go into the databases and attempt to translate my checklist of non-public information parts. There have been 31 parts to search out in our databases, and we’ve greater than 100 schemas, every with between 10 to twenty tables. So it will be lots of work to establish it. If we had been very diligent and did it for each schema, then it will most likely be half a day for every schema. So half a day, 100 instances.”

Michal Szymanski, Knowledge Governance Supervisor, Tide

Utilizing rules-based bulk automation in Atlan, the Tide crew was in a position to establish, tag, and safe this private information in mere hours, a powerful feat in and of itself. However by first scoping the baseline handbook effort wanted to finish the method, Tide’s information crew had been in a position to report practically 50 days of effort saved.

Measuring Knowledge Service Effort

For a lot of information practitioners, a relentless back-and-forth answering easy questions from information shoppers is a major drag on productiveness. Although this downside is straightforward to grasp, information groups ought to take care to measure the affect these requests have on their productiveness. 

By surveying crew members to grasp the period of time they spend on these questions, and by together with a measurable metric like Slack messages acquired or tickets processed, information groups can create a transparent baseline of effort, towards which they’ll quantify productiveness beneficial properties.

Octane, a speciality lender providing financing for powersports automobiles, makes use of Atlan to doc their information property, then make them accessible by way of self-service. Previous to introducing Atlan, questions on Octane’s information had been answered in a shared Slack channel, the place their Knowledge Engineering crew was accountable for responding. 

Conscious of the potential effectivity advantages of introducing self-service with Atlan, Octane’s Knowledge Product Supervisor, Alex Bendix, analyzed the period of time their crew spent on these questions.

Every engineer was answering questions 10 to twenty% of their time. And then you definitely multiply that over a sure variety of workers throughout the crew, that’s a whole bunch of hours per 30 days that you simply’re shedding by way of productiveness.”

Alex Bendix, Knowledge Product Supervisor

By meticulously quantifying the period of time their crew spent answering questions on information, and measuring the variety of Slack messages the crew was receiving after implementing Atlan, Alex and his crew had been in a position to report that they had been now saving 200 hours of Knowledge Engineering effort per 30 days.

Measuring Efficiencies by Eliminating Repetitive Duties

Just like measuring the trouble expended answering questions, information groups also needs to take care to measure the trouble they expend on recurring obligations, setting a baseline of effort to measure productiveness beneficial properties from options akin to automation.

Past their documented success accelerating implementation time, Porto’s Knowledge Governance crew has additionally quantified recurring financial savings from automating beforehand handbook duties.

Danrlei and his crew began by figuring out repetitive work, together with assigning house owners, documenting property, and securing private information, then created a framework to make sure that solely the information property that demanded their private consideration had been surfaced to the Knowledge Governance crew.

If we contemplate the whole lot we’re doing now with Atlan in comparison with earlier than we had Atlan, we’re saving 40% in effectivity, by way of time and costly operational duties for the whole lot associated to governance. It is a 40% discount of 5 individuals’s time. We’re utilizing the time financial savings to give attention to optimizing our processes and upleveling the kind of work we’re doing.”

Danrlei Alves, Senior Knowledge Governance Analyst, Porto

With these automations working towards a knowledge property of over 1 million property, Danrlei and his crew had been shortly in a position to establish the decreased quantity of governance duties they had been now accountable for, then report this vital enchancment.

Measuring Time-to-resolution

Lastly, productiveness beneficial properties from accelerating “hearth drill” duties like Root Trigger Evaluation, or troublesome investigatory duties like Influence Evaluation, additionally profit from a transparent accounting of effectivity beneficial properties. Fortunately, with these workstreams usually managed on instruments like Jira, measuring reductions in time-to-resolution might be so simple as analyzing effort and time spent on these duties earlier than and after enhancements.

Takealot, a South African eCommerce and Retail chief, makes use of Atlan to enhance technical understanding of their information property, and drive enterprise self-service. Previous to Atlan, every time Takealot’s information crew had been knowledgeable of a bug, they’d conduct conventional dash planning, figuring out the time wanted to analyze and resolve the difficulty.

By analyzing these decision workstreams, their crew decided they had been spending half of their time investigating the issue and figuring out the situation of a breakage, setting a baseline metric to enhance towards. Then, by using automated column-level lineage on Atlan, the Takealot crew may extra shortly examine the foundation trigger of information points, chopping their concern decision time in half.

As an alternative of trawling by way of all of the code, you’ll be able to shortly observe lineage backwards and verify it at each level to see what’s taking place. Earlier than, it may take per week or two weeks relying on how troublesome a bug was to handle, with 50% of that point being investigating what the issue was and the place it’s damaged earlier than really making use of the repair and getting it into manufacturing. I’d say we’ve most likely halved that point.

Group BI Supervisor, Takealot

Operational Worth for Knowledge Shoppers

Measuring Friction in Knowledge Discovery

Whether or not points with navigability, strict entry controls, or restricted context, there are myriad causes information shoppers have a troublesome time discovering and understanding the information accessible to them. To be able to perceive the place to make enhancements, and to measure the good thing about these enhancements, information groups ought to analysis the trouble their end-users expend on these actions.

Nasdaq, accountable for their eponymous inventory trade in New York Metropolis, and an array of know-how and monetary service merchandise, makes use of Atlan to evangelize their information technique and enhance their governance apply.

Key to their implementation course of was time spent surveying Nasdaq’s information shoppers, driving higher understanding of how the information crew may enhance their technique of discovering and making use of information.

Practically 100 customers responded to the survey, with 75% of respondents reporting spending time making an attempt to grasp information. Respondents who spent six hours or extra hours pers week on information, spent two of these hours making an attempt to grasp the context round what they already had entry to.

Take into consideration that! A 3rd of their time each week is spent simply making an attempt to grasp what’s there. Think about if we may convey a product in that helps cut back that effort and actually permits them to get proper to the center of the issue — to drive information merchandise from insights into the enterprise. And that’s what we’re making an attempt to get to.”

Michael Weiss, Senior Product Supervisor, Nasdaq

With this survey information in-hand, and a mechanism for enhancing the invention expertise for his or her information shoppers, Michael and his crew have a “North Star” metric to measure their success, probably representing a whole bunch of 1000’s of {dollars} in financial savings in information client effort, alone.

Measuring Time to Perception

For information groups which have a service-driven relationship with their information shoppers and clients, baseline measurement of the time processes take to finish, like constructing dashboards or finishing queries, makes it easy to speak the impact of course of enhancements and new applied sciences.

Infillion, a Digital Media Platform serving the Fortune 50 and extra, makes use of Atlan to sew collectively a posh information property, and supply data-driven insights to their clients

A vital a part of their Enterprise Intelligence crew’s obligations are supporting account groups, whose clients anticipate frequent, correct reporting on advertising and marketing marketing campaign efficiency. Beforehand processed manually, these requests would take as many as three weeks to finish, with one week of ready for Knowledge Engineering bandwidth, and one other two to supply a report.

Utilizing Atlan Scheduled Queries, Daniel’s crew now spends half-hour or much less responding to requests for information, eliminating the necessity for scarce Knowledge Engineering sources, and reporting a 3-week time financial savings for his or her enterprise companions and clients on every request.

It’s allowed us to totally automate reporting with none engineering sources and turn out to be self-sufficient, and it’s undoubtedly eliminated a giant bottleneck in our course of. A 3-week ready interval is simply not scalable. So this undoubtedly lower that all the way down to a half an hour, perhaps much less, to arrange.

Daniel Chon, Director of Enterprise Intelligence, Infillion

Measuring Effort

Lastly, on a extra refined stage, an in depth stock of the duties information shoppers undertake, mixed with an evaluation of the trouble expended and common personnel price for every of those duties, is a labor-intensive, however highly effective instrument for measuring the particular affect of a knowledge crew’s efforts.

Zip, a digital monetary service firm and buy-now-pay-later pioneer, makes use of Atlan to assist their information shoppers shortly, reliably, and simply discover, perceive, and use the capabilities of their trendy information stack.

Leroy Kahn, Zip’s Knowledge Administration Lead, developed a mannequin to estimate the enterprise worth yielded from every exercise his colleagues would carry out on Atlan, and a course of to trace the quantity of those actions as a part of their enterprise case for a contemporary information catalog.

By way of consumer surveys, and the alternatives to enhance that they inventoried throughout duties involving discovering, sharing, understanding, and utilizing Zip’s information, Leroy decided a mean period of time saved for every exercise or occasion kind for Atlan customers. Based mostly on common wage, every minute of time saved was price $1 (AUD) in effectivity beneficial properties, which may then be multiplied by the point saved per occasion in Atlan.

By analyzing utilization metrics, Leroy and his crew had been in a position to account for every exercise carried out on Atlan throughout a 30-day interval, evaluating it towards the time and greenback financial savings, projecting $390,000 AUD in effectivity beneficial properties.


3: Enterprise Worth

Whereas measuring the efficiency of information crew applications, and thoroughly recording the worth of operational enhancements is important, there are a restricted variety of alternatives to make these enhancements. To be able to proceed speaking the worth of their work, information groups should try to grasp what information is used for, and to what impact. This necessitates transferring past a mannequin the place requests are serviced, and towards a mannequin of partnership with enterprise customers.

Whereas information groups may need grown accustomed to constructing new capabilities or servicing requests which are then picked up by an analyst or data-savvy enterprise consumer, transferring past this paradigm means understanding the aim of those requests, and following up on their affect.

Knowledge groups can start placing this into apply by recording a enterprise objective every time a request is made. From a easy stock of which groups or colleagues made these requests, to extra advanced information of initiatives like decreasing buyer churn or figuring out cross-sell or up-sell alternatives, information groups can start evaluating their work towards achievement of enterprise aims, and following up for particular anecdotes of what affect these insights made.

A quick-growing pet care firm is among the many greatest examples of enterprise worth measurement within the Atlan Neighborhood. After migrating to a brand new telecommunications system, their name middle crew was underperforming, resulting in diminished buyer engagement, and lack of income.

Whereas information was accessible from their new system, its format was distinctive to telecommunications programs, dubbed a Name Element Report (CDR), making it troublesome for his or her Knowledge Analysts to analyze the issue and suggest an answer.

I’ve labored in conditions like this earlier than, and if we didn’t have Atlan it will have taken six months. We’d be answering questions like ‘What do you imply by occasion code?’ or ‘What’s the distinction between extension quantity and regroup quantity?’.”

Knowledge Governance Lead

Utilizing Atlan, a member of their crew with Telecommunications expertise labored to narrate Snowflake property with CDR information, and translated, then documented what every of the information factors meant. Now in a position to perceive the context round this information in a self-service method, their Knowledge Analysts shortly carried out their evaluation in PowerBI, and recognized three core issues for under-performance.

Taking an Operational Worth lens to this achievement, their information crew may report that they had been in a position to assist this evaluation in 30 days with Atlan, quite than 6 months. However by sustaining a detailed relationship with their counterparts within the enterprise, and by retaining knowledgeable about how information evaluation drove a decision, their information crew can now report that they supported a ten% enhance in bookings by way of their name middle, a major enhance in income, and a mission-critical achievement.

Whereas fastidious reporting on Program Worth and Operational Worth are essential, information groups who construct robust relationships with their enterprise counterparts, and have the curiosity and persistence to grasp how their work is used downstream, can tie their work to crucial issues their organizations are dealing with.


Key Takeaways

Throughout Program, Operational, and Enterprise worth, the most effective examples of quantification within the Atlan Neighborhood have a variety of key commonalities.

  1. Curiosity about, and dedication to, the worth of their groups, applications, processes, and know-how.
  2. Constant assortment of quantitative and qualitative information previous to funding or modifications to processes or know-how.
  3. A mechanism for capturing modifications in habits, sentiment, or effort, constantly measured towards a baseline and communicated to stakeholders and leaders.

Picture by Patrick Perkins on Unsplash

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