Director, Financial Services
Over the last decade, the transition to the cloud has become a catalyst for many security and data breaches for companies of all sizes. This risk compounds when an organization’s data becomes in transit across multiple systems that are implemented in parallel. The question remains: how do we build a safe and efficient data integration strategy that will provide us with the output and security we require?
If you follow our podcast we released an episode focused on data transformation and BI integrations. Here, we’ll highlight a few key questions to ask yourself as you begin the data transformation journey.
Understanding the utility of your output will help you understand what data you need to access.
Whatever the purpose, it will dictate the integration design, frequency, and systems necessary.
This is the initial question we ask our clients when getting started on a project. We need to understand which systems need to be connected in order to provide the right solution.
Now that we’ve uncovered the purpose and where your data lives we can think about the end-users who can take action on these insights.
All in all, these are the questions to ask yourself while preparing for an analytics journey. If your systems are not set up to provide the answers you’re looking for, buying a BI tool is the wrong next step. Set up the system to organize your data into the format necessary to provide those answers. Then, implement the BI tool with all the features needed to surface the data to your end-users. If you have more questions or are ready to implement a BI tool, reach out to us today!
Planning Your Data Integrations with Salesforce