How to implement Self-Service Analytics?

C&F's Managed Self-Service Business Intelligence (BI) revolutionizes data analysis by combining the flexibility of self-service with the robust management of traditional BI systems. Our approach empowers end users to create their own reports and applications, ensuring flexibility while maintaining data security and integrity. We accomplish this through two key components Centralized data management to ensure data integrity and compliance, and decentralized analytics that allow users to customize reports and dashboards using established data sets and models.

Centralized Data Management

Ensure data integrity and compliance through centralized control of data sources and key indicators.

Decentralized Analytics

Provide flexibility for end users to generate findings and reports through customizable dashboards tailored to specific business needs.

Data Democratization

Provide end users with on-demand access to data by reducing reliance on IT to generate reports.

Enhanced Decision-Making

Deploy rapid insights into real-time data analysis providing increased business flexibility and responsiveness.

According to C&F's experience, implementing self-service analytics requires a structured approach and process to ensure success. The first step is to assess organizational readiness and user needs. We start by evaluating current processes and the use of Power BI and conducting workshops and surveys to gather end-user requirements comprehensively. Ensuring access to the correct data is critical. We standardize and clean data sources to create optimized and user-friendly data sets, making data easily accessible and reliable for our users. Another important aspect is user training and skill development. We conduct training sessions covering basic and advanced Power BI techniques, providing access to comprehensive documentation, online courses, and support groups to increase user proficiency. Finally, we focus on monitoring, support, and optimization. Regular monitoring of Power BI usage allows us to identify areas for improvement, and collecting and implementing user feedback ensures continuous system improvement.

1. Assess Organizational Readiness and User Needs

  • Evaluate current processes and Power BI usage. 
  • Conduct workshops and surveys to gather end-user requirements. 

2. Ensure Access to Relevant Data

  • Standardize and clean data sources. 
  • Create optimized and user-friendly datasets. 

3. Training and Skill Development for Users

  • Conduct training sessions covering Power BI basics and advanced techniques. 
  • Provide access to documentation, online courses, and support groups. 

4. Monitoring, Support, and Optimization

  • Regularly monitor Power BI usage and identify areas for improvement. 
  • Gather and implement user feedback for continuous system enhancement. 

Why us?

Proven Expertise

Leveraging extensive experience in BI and data management.

Comprehensive Support

Ongoing training and support to ensure user success.

Robust Security

Ensuring data governance and compliance at all times.

Scalable Solutions

Adapting to the evolving needs of your organization.

How We can benefit You

Empowered Workforce

Enable your teams to independently generate insights, reducing the load on IT departments and accelerating decision-making processes.

Improved Data Governance

Maintain centralized control over data integrity, ensuring compliance and security while providing flexibility to end-users.

Cost Efficiency

Optimize resource utilization by decentralizing analytics and reducing dependency on specialized IT resources for report generation.

Enhanced Agility

Respond quickly to business changes with real-time data insights and customizable reports, driving better business outcomes.

Managed Self-Service BI Approach

Implementation Example with Power BI

  • Model Creation
  • Data Connection
  • Publishing Models
  • Report Creation
  • Customization
  • Publishing Reports
  • Monitoring and Support

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See Technologies We Use

At the core of our approach is the use of market-leading technologies to build IT solutions that are cloud-ready, scalable, and efficient. See all
TIBCO SpotFire
Tableau
SAP BO
Power BI
Microstrategy
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