Architecting for Analytics, Aaron Crear
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The session focuses on the importance of robust analytics architecture, emphasizing the need for clear data retrieval and presentation processes to support actionable decision-making in organizations. It outlines a structured approach to understanding business goals related to analytics, ensuring collaboration across different units for effective data utilization. Additionally, it highlights the current challenges in commission tracking within a sales context and proposes automation and better reporting solutions to enhance visibility and efficiency.
Architecting for Analytics, Aaron Crear
- 1. Architecting for Analytics Aaron Crear
- 3. #CD2023 @CzechDreamin Data drives decisions. Having reliable, clean data is a goal of most organizations. However, far too often the method for retrieving, presenting and consuming this data is an afterthought for many implementations. This session will help you understand the architectural process required to provide your stakeholders with actionable analytics that can drive the business forward. We will examine data models and sources, reporting tools and processes, resources, access policies and delivery methods. Prepare yourself and your organization for the full analytics lifecycle. Presentation Objective
- 4. #CD2023 @CzechDreamin Analytics Architecture: Defined as the process of collecting, storing, refining, analyzing and presenting data.. Components: • Data Model • Data Location • Data Prep • Presentation Layer What are we talking about?
- 5. #CD2023 @CzechDreamin Whether you are starting a new implementation of building a new custom application, start off by asking what the business hopes to uncover or what the analytical goals of the project are. This often falls to the end of the process, but it can be much more effective as a first step as it can lead to a more collaborative discussion. Users may know what they want to see, but they may not know the underlying data model well enough to know how to ask for it. By moving this to the forefront of the project you are also much more likely to identify roadblocks earlier in the process. Where do we start?
- 6. #CD2023 @CzechDreamin As we start to uncover the reporting goals of the business it is important to break this down further with the groups in the organization. Executives will likely have common high level insight requirements across the company, while different business units, such as sales and service, may have much more granular and very different goals among themselves. Repeating the goal identification process by business unit, persona or role would provide much needed background on both the commonalities and differences between what each group is looking for related to analytics. Make it personal
- 7. #CD2023 @CzechDreamin Our organization pays out commissions to internally to sales reps and sales managers. We also pay out externally distributors and referral sources. Currently the finance team calculates all commissions in spreadsheets and then manually creates statements to send out monthly to all those receiving commission payments. The Sales team also has no visibility into their commissions earned without manually tracking and updating in spreadsheets until they receive reports from Finance. Current State
- 8. #CD2023 @CzechDreamin • Automate creation of Commissions • Ability to look at a deal with calculated and aggregated Commissions • Report on margin after Commissions Must have requirements
- 9. #CD2023 @CzechDreamin • Tableau/CRM Analytics • AppExchange • Build on platform Design Options
- 10. #CD2023 @CzechDreamin Let’s Architect! (Hint: It’s not just a report) Proof of Concept
- 12. #CD2023 @CzechDreamin • No Sharing Rules for Master-Detail Solution: Restriction Rule • No ‘My’ Report of List View filters for Master-Detail Solution: Formula field • Cannot use formulas in Roll-up filters (Commission/Status) Solution: Flow • Roll-ups should only be visible to certain Users Solution: Permission set & Dynamically filtered Action Hurdles
- 13. #CD2023 @CzechDreamin Does this meet the current business requirements? What is the impact/risk level? Is this scalable? What level of maintenance and support will be needed? Proof of Concept Review
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