How to KonMari Your Domo Instance, Part-One

by Feb 13, 2019

Practical tips for ensuring your Domo instance sparks joy
and delivers business value

The KonMari Method™, created by tidying expert and best-selling author Marie Kondo, has been taking the inter­net by storm. It’s no wonder that a process designed to help us decide what to keep and where to put it is reso­nant and calming—we’ve got so much stuff! (And so much data!) But in our work, as in our homes, we can bring order to our prac­tices and our tools! And we can apply rules that will both clean things up and create effi­cien­cies going forward. This post will apply some KonMari Method™ prin­ci­ples to your Domo instance to do just that.

A messy and un-governed Domo instance leads to data secu­rity prob­lems, user frus­tra­tions that can impact further adop­tion, and overall main­te­nance night­mares. This two-part post is for anyone having issues figur­ing out where to start clean­ing up an instance or with data gover­nance in general.

Ready? Need a moment to greet your instance with grat­i­tude? Let’s go.

The First Three Rules

The sections below are based on the  KonMari Method™rules, but they aren’t steps to perform in order. Instead, apply each of  these rules to every step in your tidying process.

Rule One: Commit yourself to tidying up.

Your “Kondo’d” Domo instance will ask that your team choose a guiding prin­ci­ple to help you focus on what you want to keep. If some­thing “adds value,”  you’ll know it, because it will help you answer busi­ness ques­tions that advance your orga­ni­za­tion.

When you commit to tidying up your Domo instance, you’ll need to first gain buy in from the orga­ni­za­tion that you’re going to do this. Hope­fully, saying, “I’m going to KonMari our Domo instance,” will hold weight and gain you support. This phrase has become short­hand for thought­ful, effec­tive, sweep­ing change.

You’ll need to decide who to include in the process, and you’ll need to prior­i­tize time for it: other tasks may need to be put on hold while you tidy, but with the under­stand­ing that your efforts will benefit the entire future of the Domo instance. When decid­ing who to include, also clarify who has access and define each team member’s respon­si­bil­i­ties. Ideally, all users who will benefit from the cleaned up Domo instance should have owner­ship in (or at least knowl­edge of) its clean­ing process to ensure that its tidi­ness lasts.

Rule Two: Imagine your ideal lifestyle.

Often, main­tain­ing the status quo allows unnec­es­sary, outdated infor­ma­tion to accu­mu­late. This can hamper an orga­ni­za­tion’s agility, creativ­ity, and growth. Plus, if your Domo instance became unruly in the first place, it makes sense to come up with a better system to help team­mates manage the instance and address defi­cien­cies.

The ideal data gover­nance “lifestyle” is one that makes clear to all users where it is headed and also provides neces­sary, sustain­ing support. That means ensur­ing that instances are tidy and up to date, but so too are the tools for clar­i­fy­ing processes and proce­dures for future main­te­nance. How to do this? Estab­lish meaning conven­tions. Create proce­dural templates. Detail easy-to-find guid­ance and acces­si­ble support to keep your Domo instance fit and valu­able.

Rule Three: Finish discarding first.

Take inven­tory of your entire instance. When you’re able to see how much data you actu­ally have, you’ll be able to actively and effec­tively decide what you need to do. The quick­est way to do this is to use the third party connec­tor, “Domo Gover­nance Datasets,” that’s avail­able from within your Domo instance. This will allow you to quickly gener­ate datasets that will inven­tory all of the rele­vant areas you’ll want to tidy.
Alter­na­tively, you can use the admin section to go through and take a look at your pages/cards. For datasets, you can lever­age the DomoStats connec­tor to help gener­ate a list.

Deter­mine how to come to a defi­nite yes/no on each piece. Keep only what you want to take with you into the future.

Stay tuned for Part 2 of this post, coming next week!
What sparks joy for me is helping people imple­ment their ideal data gover­nance. I’d love to help you discover tidy gover­nance solu­tions. Contact us below for more infor­ma­tion.

For some other prac­ti­cal tips on how to stay on top of things going forward, here are Five Steps for Using Your BI Tool to Manage Your BI Tool by Senior Busi­ness Intel­li­gence Manager, Alan Hyman.

All of this tidying would be a lot easier with a sound data strat­egy! Make sure to check out Plot­ting Your Data Strat­egy by our Senior Direc­tor of Data Strat­egy, John Lovett.

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