Okay, so you just pur­chased a sub­scrip­tion to Domo. Con­grats! You have tak­en the first step into becom­ing a more data-dri­ven busi­ness pro­fes­sion­al. You now have this incred­i­bly pow­er­ful tool that can trans­form raw data into beau­ti­ful visu­al­iza­tions and insights right at your fin­ger­tips. It might even seem a bit over­whelm­ing. Where do I start? What am I try­ing to accom­plish? How can I put the invest­ment I just made into action?

Your urge at this moment is to dive head­first into con­nect­ing Domo to every data source at your dis­pos­al. Although it’s tempt­ing, you will have longer last­ing suc­cess if you devel­op an imple­men­ta­tion plan. 

Plan­ning your Domo imple­men­ta­tion in advance ensures that pre­cious time and ener­gy isn’t wast­ed. By cre­at­ing a plan, and get­ting buy-in from exec­u­tives, every dataset will be built to solve a busi­ness ques­tion. The fol­low­ing 3 plan­ning steps plan­ning steps will help you get the most of Domo, and keep you from get­ting lost in a vast sea of data.

Step 1: Artic­u­late the busi­ness ques­tions you are try­ing to answer.

Always start with the key busi­ness ques­tion you’re attempt­ing to answer with data. Although it sounds straight­for­ward, teas­ing busi­ness ques­tions out of exec­u­tive requests can be dif­fi­cult. “How many vis­its did the microsite receive?” is not a great busi­ness ques­tion because it doesn’t elic­it action. Know­ing the num­ber of vis­its will not help you move your mar­ket­ing strat­e­gy for­ward. Deter­min­ing “what” or “why” data is impor­tant will help you build bet­ter visu­al­iza­tions. “Where am I get­ting the most val­ue on mar­ket­ing spend?” and “What are the most prof­itable prod­ucts online?” are per­fect exam­ples of ques­tions that are tied direct­ly to a desired out­come. Know­ing the answer to these types of ques­tions will gen­er­ate busi­ness insights that dri­ve action.

The dia­gram above shows the inter­re­la­tion between busi­ness ques­tions, met­rics, and the data sources.

Step 2: Map Out Your Metrics

Once you have estab­lished your list of key busi­ness ques­tions, the next step is to map out the met­rics need­ed to answer them. Often times a good busi­ness ques­tion will require sev­er­al met­rics to devel­op a suc­cinct answer, so it’s impor­tant to list out all the data points that are need­ed. For exam­ple, if I’m try­ing to deter­mine ecom­merce prof­itabil­i­ty, I’ll need inven­to­ry infor­ma­tion, prod­ucts sales, and prod­uct cost of goods. Anoth­er rea­son it’s impor­tant to list the met­rics need­ed is to avoid bring­ing in too much unnec­es­sary data. By stream­lin­ing your data require­ments, the sub­se­quent data refresh­es will occur more quick­ly and you can stay focused on what mat­ters most.

To help cre­ate a full sto­ry of the data, it’s also crit­i­cal to map out your data dimen­sions. Dimen­sions describe the char­ac­ter­is­tics of your data. This gives con­text to the data once visu­als are gen­er­at­ed. A few exam­ples of data dimen­sions include geo­graph­ic region, mar­ket­ing chan­nel, and even time of the year. Although the met­rics will tell you what is being mea­sured the dimen­sions will deliv­er val­ue as you ana­lyze the data.

Step 3: Map Out Your Data Sources

Final­ly, we need to map out the data sources need­ed to return the select­ed met­rics. Often times it will require two or more data sources to cre­ate the nec­es­sary met­rics. For exam­ple, web­site engage­ment data might be kept with­in your web ana­lyt­ics plat­form, while ad spend data is in your bid man­age­ment tool. There­fore, to answer the busi­ness ques­tions of “What cam­paigns have the high­est ROI?” would require spend from the bid man­age­ment data source and con­ver­sion data from the web ana­lyt­ics platform.

Plan­ning your imple­men­ta­tion might be one of the biggest time-savers when it comes to work­ing with Domo. Not only does it force you to focus only on the pieces of data that mat­ter to your com­pa­ny, but also ensures you are dri­ving towards answer­ing key busi­ness ques­tions. Answer­ing ques­tions in real-time to dri­ve real change with­out wast­ing pre­cious time and ener­gy – that’s the Domo val­ue proposition.

Still have ques­tions or need sup­port plan­ning a large-scale imple­men­ta­tion, drop us a line! We’re always look­ing for the oppor­tu­ni­ty to talk data.