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5 Steps for a Successful Domo Engagement

Tuesday, August 09, 2016

It could be said that in every process there is another equal and defining process. Each process then evolves, creating more chutes and ladders than can be found in the infamous children’s board game.

To help you navigate this and come to your single truth in Domo, we have scaled the steps to a successful project for getting started with Domo’s business optimization platform.

Here you may recognize four of the primary principles of analytics with one very important step at center: Clean. It will be the single, most important task in preparation, but flows into each step as we begin to look at them and why they are important.

Step One: Plan

In order to see power and immediate value from Domo, your first priority should be to establish a singular objective. While each of the departments in your company may want different things, it’s more effective to start with one objective you can focus on in the learning phase to get the most from your Domo experience.

By setting out and defining key questions that support that objective, and then by identifying the metrics that will align to answer those questions, you are creating a path to success founded on what matters most to you and your business. You have now created the parameters that will cause actions and decisions -- not just stats and pretty bar charts.

Step Two: Collect

You have planned and put into motion the insights that will drive influence for all team members to create change. Now let’s figure out where your sources of data reside and how you are going to use them. If you know where your data is, you and your project team can plan a strategy for all the ways it will connect to Domo. Locate your sources, outline them, and have a clear path of how you connect, schedule, and retrieve your data.

Some sources have dimensions, objects, and drill downs that can get convoluted quickly. Keeping your plan in mind, pick only those data sources that support your singular objective for this exercise. Obviously all companies have many sources that overlap between departments that will make it easier as you roll out to each team. For now, focus on the stepping stone in front of you. You will build a path.

Step Three: Clean

This is where that data governance comes in. You know what you want to see, and you know where to go to find it. How does it speak to your objective? With those dimensions and objects, are you going to need to render any additional layers or push normalization prior to your Domo import?

One of our recommended best practices is to clean up any data on the back-end once you bring it into the tool. Your data specialist will work with the project team to define every aspect of this. A strong plan will support this, and keeping a solid objective in mind will help you to avoid what's known as "data dump syndrome." Again, you are focusing on what matters for this exercise.

Step Four: Analyze

You guessed it -- it's almost time for the visuals. Digging in to get a tidy data set has ensured your analysis is error free. Recognize there could be some data quality issues that will need to be corrected through validation. That’s the best part: you may find things not previously visible to you, and now Domo gives you the insight you need to proactively address any data quality issues. Now is the time to keep those key questions in front of you at all times as you plan the visuals to analyze. Remember to compress stories into a very concise message.

Your project team is going to encourage and support that "60 Second Story." What can you tell your Executive Stakeholders in 60 seconds that captures the snapshot of their question and provides an answer? With drill down paths and other supporting artifact, you will begin to create an ever moving cycle of engagement.

Step Five: Reporting

Visuals are the ribbon at the finish line. More than just a pretty picture, hopefully the considerations have set you up for more than just a bar chart or heat map. You have set in motion the the stories that compel action. Clean data, concise design, targeted to the specific audience you are trying to answer questions for.

The visual perception should quickly and effectively communicate the meaning. Your project team will look to suggest the best visuals that support that. Through the Domo training opportunities such as "Help Center," "Example Cards" and "Dojo," there are numerous resources for showcasing each card type and what stories it best displays.

Other things to consider:

  • Will I need to Compare or Measure?
  • Single Value or multiples that have no order or must follow time structures?
  • Am I looking for Correlations?

This breaks down things like Nominal, Ranking or Correlation charts. This can be represented in Domo’s bar charts, graphs or even scatter plots.

The Domo help section has tremendous resources when you are ready to build cards for deciding. We at Big Squid are excited to help you in your process, and can help get you to that finish line with Gold Stars and the highest value from your Domo engagement. 

Charity Ravn

Written by Charity Ravn

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