How to KonMari Your Domo Instance, Part-One

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Often, maintaining the status quo allows unnecessary, outdated information to accumulate.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.

Domo Governance Datasets

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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