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And, of course, your provider should be compliant with any data privacy regulations that you must meet at the federal or state level, including industry regulations like the EU General Data Protection Regulation GDPR and California Consumer Privacy Act CCPA.Ĭreate a strong-yet-flexible governance strategy The organization offers a Consensus Assessments Initiative Questionnaire ( CAIQ) designed to help evaluate compliance. Because this program involves audits over time, providers must prove on an ongoing basis that they’re meeting the security policies and procedures they’ve committed to.Īdditionally, your provider should comply with The Cloud Security Alliance (CSA) Cloud Controls Matrix and best practices. SOC 2 is a voluntary program for providers who are serious about security. Look for providers that are SOC 2 compliant. Therefore, it’s crucial that you examine what security measures your self-service BI provider has implemented and ask questions about ongoing security monitoring. Then look for weaknesses and implement additional tools to monitor and bolster security in these areas.Īt the SaaS level, you have little to no control over security, so you must rely on your providers’ security. While it’s impossible to one-hundred percent guarantee data security, you can dramatically reduce your vulnerability with self-service BI by taking the following steps.Īt the infrastructure and application levels, you should partition virtual machines, implement access controls and permissions, use any available built-in security features, and address API security. No one needs to be told how important security is. Implementing these best practices will address these concerns, helping you ensure you’re not compromising security or accuracy in the self-serve business intelligence process.Ĭhoose providers with proven security in placeĪlmost daily, we see reports of companies experiencing the consequences of data breaches and compliance failures. But it’s not necessary to choose between an Ivory Tower or Wild West scenario.
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Fortunately, modern analytics tools like Sigma enable true self-service analytics, simultaneously addressing security and quality.īest Practices for a Self Service BI Strategy But data teams are incredibly busy, so it often takes hours or days to get the needed insights. If the user wants to ask follow-up questions of the data, uncover the why behind a trend, or conduct a what-if analysis, they must go back to their data engineer or SQL analyst.
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But, in reality, business users are often limited to a pre-defined environment, with the ability to view only certain information via a static dashboard. Self-service BI describes the policies, processes, and tools that give business experts such as marketing teams, sales managers, and customer service leaders the ability to find and analyze data without relying on IT professionals or dedicated data analysts.Ī plethora of “self-service” tools have appeared on the scene in the last decade, all of which have promised democratized access. Self-service business intelligence often gets misunderstood, so let’s first define what we mean by the term.