Data & User Governance

User and Data Governance is a critical component in any Business Intelligence platform. It is no longer enough just to have BI software, but it is imperative that you also have user and data governance to ensure you are getting the most out of your BI initiative. Our user and data governance lets you start at any stage of your program maturity and expand from there.


Ability to ensure data accuracy in reporting and subsequently higher trust from stakeholders

Increased access to data for analysts and others within the business

A standardized approach to data management and data governance to ensure consistency company-wide

Capacity to connect to and ingest new data sources in a streamlined and efficient process


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
Read More


Our team has executed many user and data governance initiatives across various industries and helped clients during the ongoing execution of those plans. As a result, each version of the user and data governance plan is rooted in industry best practices plus the knowledge and experience of our team to elevate these initiatives for each client individually.

We have crafted a playbook that’s used at the start of these engagements and focuses on a multi-level evaluation of your current state.


Before we can start developing a data and user governance plan for you, we need to know what you are working with. So we help you establish a baseline to understand your current state.

Understand your current state

  • What are your pain points?
  • Who currently uses the platform?
  • What are the data sources for your platform?
  • What does the adoption of your platform look like?

Understand the current owners of the platform.

  • Who is currently making decisions on your platform relating to data connections?
  • Who is currently making architecture decisions for your platform?
  • Who is currently overseeing access and security in your platform?


Once we understand what you’re starting with, we will work with your team to determine which of the below areas are needed and most important. Once that priority is established, we will develop a roadmap with specific tasks associated with each area.

  • Data & Security Access
  • Communication & Escalation
  • Data Quality & Validation
  • Naming Conventions & Data Dictionary
  • Engagement & Education
  • Platform Clean-Up


We will work closely with your team to execute the above architecture. We will work side-by-side to create a data dictionary, establish a data governance council, define roles and responsibilities, and define security and access policies.


Let’s discuss what data governance framework options make sense for your BI software.

Connect with us to realize your data-driven  competitive advantage.

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