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Data Analytics Blog: Guides and Resources

Plain guides on data strategy, governance, dashboards, KPIs and automation. Each one is written for the leaders who make decisions with data.

Browse the guides
Eight topic hubs, grouped by the decision you faceEight topic hubs sit in two groups, data foundations and analytics by function, so readers start from the decision they face.The decision you faceStart hereData foundations1Data strategy2Data governance3Business intelligence4KPIs and metricsAnalytics by function1Data-driven marketing2Revenue operations3Financial analytics4Operations automationEight topic hubs, grouped by the decision you faceEight topic hubs sit in two groups, data foundations and analytics by function, so readers start from the decision they face.The decision you faceStart hereData foundationsData strategyData governanceBusiness intelligenceKPIs and metricsAnalytics by functionData-driven marketingRevenue operationsFinancial analyticsOperations automation

Each topic hub holds our guides, templates and explainers. Start with the area closest to the decision you face.

Guide finder

Which guide should you start with?

2 questions. We suggest one guide. Nothing is sent anywhere.

Illustrative
1. Which decision are you working on?
2. Or which function do you lead?
0 of 2 answered
Foundations

Get the foundations right: strategy, governance, BI and KPIs

Data strategyData management and data governanceBusiness intelligence and dashboardsKPIs and metrics
Each foundation rests on trusted dataData governance is the base, business intelligence and KPIs build on it, and data strategy on top decides what the rest is for.Each foundation rests on trusted dataHow the four foundation hubs depend on each other, top to bottom4Data strategyDecides what the rest is for3KPIs and metricsDefines what to measure2Business intelligenceShows it in dashboards1Data governanceMakes the data trustworthyEach foundation rests on trusted dataData governance is the base, business intelligence and KPIs build on it, and data strategy on top decides what the rest is for.Each foundation rests ontrusted dataHow the four hubs depend on each other4 Data strategyDecides what the rest is for3 KPIs and metricsDefines what to measure2 Business intelligenceShows it in dashboards1 Data governanceMakes the data trustworthy
By function

Apply analytics where decisions are made: marketing, revenue, finance and operations

Marketing analytics and data-driven marketingSales analytics and revenue operationsFinancial analytics, FP&A and financial modelingOperations and process automation
Four functions, one chain from first touch to deliveryMarketing, revenue operations, finance and operations each answer one question in the order work flows, on one shared data model.Four functions, one chain from first touch to deliveryThe question each function hub helps answer, in the order work flows1MarketingWhich spend works?2Revenue opsWhich deals close?3Finance and FP&AWhat can we afford?4OperationsWhat gets delivered?One shared data model, so each hand-off uses the same numbersFour functions, one chain from first touch to deliveryMarketing, revenue operations, finance and operations each answer one question in the order work flows, on one shared data model.Four functions, one chain fromfirst touch to deliveryThe question each function hub answers1MarketingWhich spend works?2Revenue opsWhich deals close?3Finance and FP&AWhat can we afford?4OperationsWhat gets delivered?One shared data model, so eachhand-off uses the same numbers
How we work

Every guide follows the method behind our engagements

Our guides follow the same method as our engagements. First, define the decision. Then agree the metrics. Then fix the data. Last, build the dashboard or automation. In engagements, we advise first, train where needed and build only when you are ready.

The four steps at a glance

Select a stage, use Next or the arrow keys

Define the decision. Start with the decision a leader has to make, not with the data available.

Step 1 of 4

We write for decision makers, such as CFOs, CMOs, COOs and revenue leads, and for the analysts who support them. Examples use demo data, never client data. We name tools only when they help explain a method.

Turn a guide into a plan for your own data

If a guide raises a question about your own data, book a consultation. We will advise on the next step first.

See how we work
From a guide to a plan for your own dataA guide becomes a plan when it meets your own data: pick a topic, bring your systems and question, and leave knowing what to fix first.A guidePick the closest topicYour dataYour systems, your questionNext stepWhat to fix firstFrom a guide to a plan for your own dataA guide becomes a plan when it meets your own data: pick a topic, bring your systems and question, and leave knowing what to fix first.A guidePick the closest topicYour dataYour systems, your questionNext stepWhat to fix first123