Automation & Self-Service Reporting

Over the last decade we have seen a shift in Business Intelligence reporting—from being sent canned weekly reports via email to allowing end-users to interact directly with data to derive their own reports/insights quickly. This approach was built to democratize data and enable end-users to create customized reports based on their ever-changing analysis needs. However, there must be strong governance principles in place to ensure the data is available, accurate, and secure. Search Discovery helps companies begin to embrace this shift and move to a truly data-driven culture, and/or we can enhance automation & self-service reporting initiatives that are already in place.



Multinational Pharmaceutical Co. | Comprehensive Strategy Engagement
Top British multinational pharmaceutical company builds a center of excellence through comprehensive strategy engagement.

  • Released first production dashboards within 90 days
  • Built a center of data excellence.
  • Instilled an experimentation culture and optimization capability
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High Tech | Optimization Program Across Channels
Insights from personalization program drive business growth, novel opportunities, and incredible media spend savings.

  • Drove 11% growth of registrations
  • 388 net new contacts, opportunity valued at nearly $7.7MM
  • Potential of $1MM cost savings in media spend
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American Cancer Society | Optimization Current State Assessment & Vendor Evaluation
The new technology and processes created by Search Discovery helped American Cancer Society increase test volume and impact.

  • 5.4% growth in YoY donations
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At Search Discovery we have a tested methodology for rolling out self-service reporting to enterprises, which always begins with defining key business questions. Where will analytics be most impactful in our end-users’ workflow? What data is needed to support decision-making? Understanding these questions (and many others) helps us to put together a data analytics strategy that helps an organization achieve business impact.


Work with stakeholders to define business goals and end-users requirements to build a roadmap for how the organization will leverage analytics


Create a metric map and data model of existing business KPIs and other impDefine and support the buildout of the technology and data architecture to meet current and future business needsortant metrics & dimensions


Develop visual analytics reports/dashboards that focus on answering business questions but give an end-user ability to customize the view for their needs


Implement governance and security standards by which data is shared and fostered within the organization


Support rollout and training by creating a COE that builds end-user capabilities and activates the analytics roadmap


8 20 Domo Redshift

Redshift, MySQL, or Magic ETL

Domo’s 3 transformation options provide flexibility and power. Learn the tradeoffs between each option to decide on the best tool for you.

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What is Business Intelligence?: BI 101

Business intelligence refers to 1.) the ability to analyze data, 2) the ability to use data to inform decisions, and 3.) the ability to use data to drive action for our business.

If moving to a self-service reporting model seems daunting or you’re struggling to do it in a scalable & secure way, drop us a line.

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