Adoption, BI & Blondies

Winnow the wheat from the chaff, in Data we Trust…Power BI lessons of adoption #7

Winnowing Wheat, Winnowing Us | God as a Gardener

Being working on BI projects for two decades, I am convinced that TRUST is one of the essential pillars of a successful adoption. The moment you present a report to your audience, they will be mesmerized by the numbers and, be immediately prone to dig and crunch and seek and verify the results… They want to know if they can trust it. In the meantime, we are selling them the holy grail of the Single Version of the TRUTH. Not less. But there is little place for faith in the kingdom of facts…

How to build this trust between your productions and the audience?

The paradox is that you will need to teach them how to be skeptics. Hello again, data culture 🙂 

People need to know what good data is and how to separate the wheat from the non-edible data. To do so, different approaches are possible, but it is like with the food: LABELLING and TRACEABILITY are the keys. You will need to be as transparent as possible. Usually, I am encouraging people to provide an extra page like this one to their reports to give all of this information. Ideally an enterprise template provide it along with a proper theme/logo etc

This is not the only place to build trust. Before even opening a report or using an app, it would be ideal to know if it qualifies as a trustable, official version of the data.

So far we were using taxonomy in the workspace name like [Official], Color-code in the contents, Apps publication not allowed for self-BI, etc.. different ways to positively discriminate the trustable, fully supported content from the “experience”, tests, draft, teams-only, etc. Then teach people why the difference matters.

Now we have the endorsement feature available from the dataset to the dashboard to help to label our contents. They are two kinds of endorsement:
Promotion: Promotion enables users to highlight content that they think is valuable, worthwhile, and ready for others to use. It encourages the collaborative spread of content within the organization. Any content owner, or any member with write permissions on the workspace where the content is located, can simply promote the content when they think it’s good enough for sharing.
Certification: Certification means that the content meets the organization’s quality standards and can be regarded as reliable, authoritative content that is ready for use across the organization. Only a select group of reviewers (defined by the Power BI administrator) is authorized to certify content. Content owners who wish to see their content certified and are not authorized to certify it themselves need to follow their organization’s guidelines about getting their content certified.

Of course, it is up to you to build the requirements an artifact needs to achieve to be Certified. A good opportunity to discuss with your data office, if there is one, and your administrators to fix the rules. A good process of certification should involve the business as well. You will need of course to clearly communicate about it…This is where training and internal community intervene.

The beauty of using those methods to build trust is that they will require not only transparency but a higher degree of quality in our productions. A virtuous circle.

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