diff --git a/.obsidian/workspace.json b/.obsidian/workspace.json index b2071fa..0b48137 100644 --- a/.obsidian/workspace.json +++ b/.obsidian/workspace.json @@ -13,12 +13,12 @@ "state": { "type": "markdown", "state": { - "file": "10 Knowledge/Templates/Weekly Review Template.md", + "file": "20 Work/Ideas/# Organizational Data & Analytics Operating Model.md", "mode": "source", "source": false }, "icon": "lucide-file", - "title": "Weekly Review Template" + "title": "# Organizational Data & Analytics Operating Model" } } ] @@ -198,12 +198,14 @@ }, "active": "579a503273b0c5ec", "lastOpenFiles": [ - "10 Knowledge/Templates/Employe - Team Template.md", + "10 Knowledge/Templates/Idea Template.md", + "20 Work/Ideas/# Organizational Data & Analytics Operating Model.md", + "10 Knowledge/CTO Academy/Data/Data Governance.md", "10 Knowledge/Templates/Weekly Review Template.md", + "10 Knowledge/Templates/Employe - Team Template.md", "20 Work/Weekly Review", "10 Knowledge/Templates/Meeting Template.md", "10 Knowledge/Templates/Project Template.md", - "10 Knowledge/CTO Academy/Data/Data Governance.md", "10 Knowledge/CTO Academy/Data/Data Lineage.md", "10 Knowledge/CTO Academy/Data/Quizzes/Quiz 01 - Data Foundations.md", "10 Knowledge/CTO Academy/Data/Quizzes", @@ -218,7 +220,6 @@ "20 Work/Ideas/Coaching on management.md", "10 Knowledge/Templates/Journal Template.md", "10 Knowledge/Templates/Academy Template.md", - "10 Knowledge/Templates/Idea Template.md", "10 Knowledge/Templates/Decision Template.md", "10 Knowledge/Templates", "10 Knowledge/CTO Academy/Data/Data Lake vs Data Warehouse vs Lakehouse.md", @@ -228,7 +229,6 @@ "CTO Academy", "Executive Playbook.md", "CTO Academy.md", - "My Principles.md", "20 Work/Decisions", "50 Principles", "90 Archives", diff --git a/20 Work/Ideas/# Organizational Data & Analytics Operating Model.md b/20 Work/Ideas/# Organizational Data & Analytics Operating Model.md new file mode 100644 index 0000000..c4203da --- /dev/null +++ b/20 Work/Ideas/# Organizational Data & Analytics Operating Model.md @@ -0,0 +1,635 @@ + +**Date:** 2026-07-22 +**Status:** 💡 Idea + +## The Idea + +Build a company-wide **Data & Analytics capability** where trusted data is directly accessible to authorized departments, while each business unit retains ownership and expertise over its own business domain. + +The Data & Analytics team would not "own all company data." Instead, it would provide the common capability that makes organizational data: + +- Accessible + +- Trusted + +- Consistent + +- Integrated + +- Documented + +- Governed + +- Understandable + +- Actionable + + +Each department would retain its business expertise and ownership, while working closely with a dedicated member of the Data & Analytics team who understands that department, its website, projects, objectives, and data. + +The long-term goal is not simply to build more Power BI reports. + +It is to build the organization's **measurement system**, allowing departments and leadership to understand organizational performance from trusted data. + +## Problem / Opportunity + +The current organization has a relatively new data culture and historically operates through departmental silos. + +There is currently ambiguity around: + +- Who owns data + +- Who can access data + +- Who interprets data + +- Who defines KPIs + +- Who distributes information + +- Which reports are authoritative + +- Who decides whether performance is good or bad + + +Marketing has historically positioned itself as an intermediary for organizational analytics. Departments may be expected to go through Marketing to obtain or interpret their own performance data. + +This creates a risk of **information gatekeeping**. + +For example, even when centralized reports are available to departments directly, Marketing may prefer that departments request information through Marketing first. + +This model creates unnecessary dependencies: + +```text +Department + ↓ +Marketing + ↓ +Data / Reports + ↓ +Marketing interpretation + ↓ +Department +``` + +It also creates a potential conflict when data reveals uncomfortable results. + +A recent cross-platform video analytics report made previously difficult-to-see performance information directly visible. Some departments were resistant to having poor performance exposed to upper management. + +This demonstrates why business ownership should not automatically mean control over whether organizational performance information can be seen. + +Another issue became clear when the VP asked: + +> "What are the KPIs?" + +The report successfully solved the **data availability problem**, but the organization had not yet clearly established which metrics actually indicate whether video performance is succeeding or failing. + +This represents an opportunity to move beyond reporting toward true Data Governance and performance measurement. + +## Why It Matters + +A strong Data & Analytics operating model would reduce departmental silos and make trusted information directly available to the people who need it. + +Instead of asking: + +> "Who controls the numbers?" + +the organization should be able to ask: + +> "What do the numbers tell us, and what should we do about them?" + +The business value includes: + +- Better executive decision-making + +- Greater transparency + +- Less information gatekeeping + +- Consistent KPI definitions + +- Increased trust in reports + +- Faster access to information + +- More effective self-service analytics + +- Better collaboration between Data and business departments + +- Better understanding of organizational performance + +- Reduced duplication of reports and analysis + +- Less dependence on individual departments to distribute information + +- Better accountability when performance is poor + +- Cross-departmental visibility + + +The long-term objective is for leadership to understand the health of the entire organization using trusted data. + +## Who Benefits? + +- Executive leadership + +- News + +- Education + +- Marketing + +- Finance + +- HR + +- IT + +- Legal + +- Digital / Product + +- Other business departments + +- Data & Analytics team + + +Ultimately, every department should benefit from having direct access to trusted information and an analytical partner who understands its business. + +## Possible Approach + +### 1. Business Domains Own Their Business + +Departments retain ownership of their respective business domains. + +Examples: + +```text +HR → HR / Employee domain +Finance → Financial domain +Marketing → Marketing domain +News → News domain +Education → Education domain +IT → Technology / Operations domain +Legal → Legal / Compliance domain +``` + +Business ownership means departments understand their operations and participate in defining what their business metrics mean. + +It does **not** automatically mean that they control who may see organizational performance information. + +Ownership, access, reporting, interpretation, and governance are separate responsibilities. + +### 2. Data & Analytics Provides the Shared Capability + +The Data & Analytics function should be responsible for establishing and maintaining the organization's shared analytics capability. + +Responsibilities could include: + +- Data integration + +- Analytics architecture + +- Power BI / reporting + +- Data quality + +- Data lineage + +- Metadata + +- KPI documentation + +- Shared definitions + +- Cross-domain analytics + +- Analytical methodology + +- Self-service analytics + +- Data access implementation + +- Data governance standards + + +The objective is not: + +> "All data belongs to Data & Analytics." + +Instead: + +> **Business units own their business domains. Data & Analytics makes organizational data trustworthy, integrated, consistently measured, understandable, and accessible to authorized users.** + +### 3. Dedicated Data / Technology Partners + +Each department already has a dedicated team member who works closely with it on its website, projects, technology, and evolution. + +This relationship should evolve into an **embedded Data / Technology partnership**. + +```text + Data & Analytics + │ + ┌──────────────┼──────────────┐ + │ │ │ + Team Member Team Member Team Member + ↕ ↕ ↕ + News Education Other Dept. +``` + +These team members should develop enough domain knowledge to understand and interpret the department's analytics. + +They should not merely provide numbers. + +They should be able to: + +- Explain what happened + +- Identify patterns + +- Investigate changes + +- Challenge assumptions + +- Understand the department's digital environment + +- Connect technical events with analytics + +- Recommend further investigation + +- Work with departmental experts to understand why something happened + + +The business department still retains accountability for business decisions. + +### 4. Shared Interpretation + +Interpretation should not automatically belong to Marketing. + +Instead: + +**Data & Analytics asks:** + +> What happened? + +> Where did it happen? + +> What patterns exist? + +> Is the data reliable? + +**Data + Department together ask:** + +> Why did it happen? + +The department contributes business context because it understands its operations. + +The embedded Data/Technology partner contributes analytical and technical expertise because they understand both the data and the department. + +**Department / Leadership decides:** + +> Is this performance acceptable? + +> What should we do about it? + +Marketing can contribute Marketing expertise where relevant, but should not automatically become the interpretation layer for News, Education, or other departments. + +### 5. Self-Service by Default + +Authorized users should not need to request basic information from Marketing or Data if trusted reports already exist. + +The desired model is: + +```text + Trusted Data & Analytics + │ + ┌─────────────┼─────────────┐ + ↓ ↓ ↓ + News Education Marketing + ↕ ↕ ↕ + Data Partner Data Partner Data Partner +``` + +Not: + +```text +Department → Marketing → Data → Marketing → Department +``` + +The goal is not to replace Marketing as the gatekeeper with Data as the new gatekeeper. + +The goal is to **remove unnecessary gatekeeping entirely**. + +### 6. Establish KPI Governance + +Reports should distinguish between: + +**Metrics** + +Numbers that describe what happened. + +and: + +**KPIs** + +Metrics specifically selected to determine whether the organization is succeeding against an objective. + +For example, a video analytics report may contain dozens of metrics. + +Leadership may ultimately decide that only a small number represent organizational success. + +The process should become: + +```text +Business Objective + ↓ +Agreed KPI + ↓ +Business Definition + ↓ +Documented Calculation + ↓ +Trusted Data Source + ↓ +Power BI / Analytics + ↓ +Department Interpretation + ↓ +Leadership Decision +``` + +Data & Analytics should facilitate this process but should not independently invent corporate KPIs. + +Questions to establish for important KPIs: + +- What business objective does this KPI measure? + +- Who owns its business definition? + +- How exactly is it calculated? + +- Which systems contribute data? + +- What are its limitations? + +- How frequently is it refreshed? + +- Who may access it? + +- Who approves changes? + +- Where is the authoritative version? + +- What supporting metrics explain changes? + + +### 7. Position Marketing's Data Analyst Correctly + +Marketing having a Data Analyst is not inherently a problem. + +The important question is the analyst's mandate. + +A Marketing Data Analyst could appropriately specialize in: + +- Marketing campaigns + +- Acquisition + +- Audience segmentation + +- Marketing effectiveness + +- Advertising performance + +- Marketing KPIs + + +The concern would be if the role evolves into: + +> The organizational analyst responsible for interpreting News, Education, Digital, Streaming, and other departments. + +Marketing should be one business domain within the broader Data & Analytics ecosystem, not the mandatory gateway to organizational information. + +Do not make the organizational argument: + +> "Marketing shouldn't have an analyst." + +Instead establish the broader model in which that analyst naturally becomes a **Marketing domain specialist**. + +### 8. Expand Beyond Audience Analytics + +The current video analytics work can become the foundation rather than the final destination. + +Long term, gradually integrate authorized information from additional domains. + +```text + ORGANIZATIONAL HEALTH + + Financial Audience People Operations + │ │ │ │ + Revenue Reach Headcount SLA + Budget Viewing Turnover Uptime + Costs Retention Hiring Delivery + │ │ │ │ + └──────────────┴──────┬──────┴──────────────┘ + ↓ + Executive Decisions +``` + +Potential domains include: + +**Finance** + +- Revenue + +- Budget + +- Actual vs forecast + +- Costs + + +**HR** + +- Headcount + +- Hiring + +- Turnover + +- Workforce trends + + +**IT** + +- SLA + +- Incidents + +- Uptime + +- Project delivery + +- Service requests + + +**Legal** + +- Compliance indicators + +- Contracts + +- Rights / licensing where applicable + + +**Audience / Content** + +- Reach + +- Consumption + +- Engagement + +- Retention + +- Content performance + + +The goal is not one enormous Power BI dashboard. + +The goal is an interconnected **organizational data ecosystem**. + +### 9. Respect Sensitive Data Ownership + +Expanding into HR, Finance and Legal should not mean requesting unrestricted access to everything. + +These departments may legitimately need strict controls around sensitive information. + +Instead: + +> The department retains ownership and appropriate access control while participating in the organization's governed analytics ecosystem. + +For example, HR may expose approved workforce metrics without exposing individual salaries or unnecessary personal information. + +This reduces resistance and avoids presenting Data & Analytics as an attempt to take control away from departments. + +## Effort + +**Estimated complexity:** High + +This is not primarily a Power BI or technical project. + +It requires: + +- Organizational change + +- Executive sponsorship + +- Data Governance + +- Departmental cooperation + +- Clear responsibilities + +- Trust + +- Political navigation + +- Technical architecture + +- Gradual cultural change + + +Implementation should therefore be incremental rather than presented as one large transformation project. + +## Risks / Questions + +- Marketing currently has strong relationships with the VP and CEO. + +- Marketing has already received approval to hire a Data Analyst focused on interpretation without consultation with the existing Data & Analytics function. + +- Marketing may perceive direct self-service analytics as reducing its organizational influence. + +- Departments may resist transparency when data reveals poor performance. + +- HR and Finance may resist participation because of concerns around control and sensitive information. + +- Departments may interpret "central Data & Analytics" as an attempt to take ownership of their data. + +- KPI ownership is currently unclear. + +- Leadership may not yet recognize the distinction between metrics and KPIs. + +- There may be no formal Data Governance mandate. + +- Data access and business ownership may currently be confused. + +- Embedded team members need sufficient analytical and business knowledge to become credible partners. + +- Who ultimately resolves disagreements over KPI definitions? + +- Who should sponsor Data Governance at the executive level? + +- How should cross-department KPIs be owned? + +- What should the formal mandate of Data & Analytics become? + + +## Next Step + +Use the existing **cross-platform video analytics report** as the first practical example of this operating model. + +Do not initially attempt to restructure the organization or challenge Marketing's analyst position. + +Instead, follow up on the VP's question: + +> **"What are the KPIs?"** + +Work with leadership and the relevant departments to identify: + +1. What are our business objectives for video? + +2. Which metrics indicate whether we are succeeding? + +3. Who owns the business definition of each KPI? + +4. How should each KPI be calculated? + +5. Which supporting metrics help explain performance? + + +Document the agreed definitions and implement them consistently in the existing report. + +This creates a small, concrete example of Data Governance and demonstrates the value of the broader operating model. + +From there, gradually extend the model to additional domains rather than trying to win the abstract argument over **"Who is Data?"** + +The long-term strategy is: + +> **Don't fight to be called Data. Build the organizational Data & Analytics capability until its role becomes self-evident.** + +## Related + +- [[Data Governance]] + +- [[Data Quality]] + +- [[Data Lineage]] + +- [[Semantic Layer]] + +- [[Business Glossary]] + +- [[KPI]] + +- [[Data Owner]] + +- [[Data Steward]] + +- [[Power BI]] + +- [[Data Culture]] + +- [[Self-Service Analytics]] + +- [[CTO]] \ No newline at end of file