🪙Business Intelligence: Accountability (Just the Quotes)

"The chaos without a data strategy is not as obvious, but the indicators abound: dirty data, redundant data, inconsistent data, the inability to integrate, poor performance, terrible availability, little accountability, users who are increasingly dissatisfied with the performance of IT, and the general feeling that things are out of control." (Sid Adelman et al, "Data Strategy", 2005)

"Good governance is less about structure and rules than being focused, effective and accountable." (Pearl Zhu,  "Digitizing Boardroom: The Multifaceted Aspects of Digital Ready Boards", 2016)

"Data governance presents a clear shift in approach, signals a dedicated focus on data management, distinctly identifies accountability for data, and improves communication through a known escalation path for data questions and issues. In fact, data governance is central to data management in that it touches on essentially every other data management function. In so doing, organizational change will be brought to a group is newly - and seriously - engaging in any aspect of data management." (Mike Fleckenstein & Lorraine Fellows, "Modern Data Strategy", 2018)

"Data is owned by the enterprise, not by systems or individuals. The enterprise should recognize and formalize the responsibilities of roles, such as data stewards, with specific accountabilities for managing data. A data governance framework and guidelines must be developed to allow data stewards to coordinate with their peers and to communicate and escalate issues when needed. Data should be governed cooperatively to ensure that the interests of data stewards and users are represented and also that value to the enterprise is maximized." (Mike Fleckenstein & Lorraine Fellows, "Modern Data Strategy", 2018)

"[...] the governance function is accountable to define what constitutes data quality and how each data product communicates that in a standard way. It’s no longer accountable for the quality of each data product. The platform team is accountable to build capabilities to validate the quality of the data and communicate its quality metrics, and each domain (data product owner) is accountable to adhere to the quality standards and provide quality data products." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"The premise of OKRs is to keep objectives and results simple and flexible, ensuring they align with business goals and enterprise initiatives guided by regular reviews to assess progress during the quarter. The intent is to keep OKRs clear and accountable, as well as measurable, with between three and five objectives recommended at a high level that can each be tracked by three to five key measures. They should be ambitious goals, even uncomfortable, in challenging aspirations, making them stretch targets." (Ian Wallis, "Data Strategy: From definition to execution", 2021)

"Manage data as a strategic asset that evolves into a data product. The premise here is to stop managing data as a byproduct and create an ecosystem that manages data as a valuable strategic asset that can evolve into a data product. Data producers are accountable for managing the life cycle of data from creation to end of life and ensuring it creates business value along the way for data consumers. This requires data that is governed, trusted, protected, secure, and easily accessible. Move data from technical data assets to Data Products by operationalizing data for high scale sharing." (Sonia Mezzetta, "Principles of Data Fabric: Become a data-driven organization by implementing Data Fabric solutions efficiently", 2023)

"Data Mesh addresses data governance challenges by advocating for a federated governance model, which positions accountability for governance with the data owners who are most knowledgeable about the data. In this model, governance is decentralized, with each domain team responsible for the governance of its data products. This approach ensures that governance decisions are made by those who have the deepest understanding of the data’s context, use, and risks. It leads to more relevant, efficient, and effective governance practices that are closely aligned with the specific needs of each domain." (Jean-Georges Perrin & Eric Broda, "Implementing Data Mesh: Principles and Practice to Design, Build, and Implement Data Mesh", 2024)

"Data mesh fundamentally reframes data governance and validation by distributing accountability to domain-oriented teams who act as custodians and producers of their respective data products. These teams possess intimate domain knowledge, which is essential for nuanced validation criteria that adapt to the semantics, context, and evolution of their datasets. By treating datasets as first-class products with clear ownership, interfaces, and service-level objectives, data mesh encourages autonomous validation workflows embedded directly within the domains where data originates and is consumed." (William Smith, "Great Expectations for Modern Data Quality: The Complete Guide for Developers and Engineers", 2025)

"Effective management of data quality at scale requires a clear delineation of organizational roles and operational frameworks that ensure accountability, consistency, and continuous improvement. Central to this structure are the interrelated concepts of data governance, data stewardship, and operational ownership. Each serves distinct, yet complementary purposes in embedding responsibility within technology platforms, business processes, and organizational culture." (William Smith, "Great Expectations for Modern Data Quality: The Complete Guide for Developers and Engineers", 2025) 

🪙Business Intelligence: Availability (Just the Quotes)

"Unfortunately, just collecting the data in one place and making it easily available isn’t enough. When operational data from transactions is loaded into the data warehouse, it often contains missing or inaccurate data. How good or bad the data is a function of the amount of input checking done in the application that generates the transaction. Unfortunately, many deployed applications are less than stellar when it comes to validating the inputs. To overcome this problem, the operational data must go through a 'cleansing' process, which takes care of missing or out-of-range values. If this cleansing step is not done before the data is loaded into the data warehouse, it will have to be performed repeatedly whenever that data is used in a data mining operation." (Joseph P Bigus,"Data Mining with Neural Networks: Solving business problems from application development to decision support", 1996)

"Dashboards and visualization are cognitive tools that improve your 'span of control' over a lot of business data. These tools help people visually identify trends, patterns and anomalies, reason about what they see and help guide them toward effective decisions. As such, these tools need to leverage people's visual capabilities. With the prevalence of scorecards, dashboards and other visualization tools now widely available for business users to review their data, the issue of visual information design is more important than ever." (Richard Brath & Michael Peters, "Dashboard Design: Why Design is Important," DM Direct, 2004)

"The chaos without a data strategy is not as obvious, but the indicators abound: dirty data, redundant data, inconsistent data, the inability to integrate, poor performance, terrible availability, little accountability, users who are increasingly dissatisfied with the performance of IT, and the general feeling that things are out of control." (Sid Adelman et al, "Data Strategy", 2005)

"A good data strategy is not determined by what data is readily or potentially available –​​​​​​​ it’​​​​​​​s about what your business wants to achieve, and how data can help you get there." (Bernard Marr, ​​​​​​​"Data Strategy", 2017)

"Data Lake induces accessibility and catalyzes availability. It warrants data discovery platforms to soak the data trends at a horizontal scale and produce visual insights. It largely cuts down the time that goes into data preparation and exhaustive data analysis." (Saurabh Gupta et al, "Practical Enterprise Data Lake Insights", 2018)

"The desire to collect as much data as possible must be balanced with an approximation of which data sources are useful to address a business issue. It is worth mentioning that often the value of internal data is high. Most internal data has been cleansed and transformed to suit the mission. It should not be overlooked simply because of the excitement of so much other available data." (Mike Fleckenstein & Lorraine Fellows, "Modern Data Strategy", 2018) 

"Using data science, we can uncover the important patterns in a data set, and these patterns can reveal the important attributes in the domain. The reason why data science is used in so many domains is that it doesn’t matter what the problem domain is: if the right data are available and the problem can be clearly defined, then data science can help."  (John D Kelleher & Brendan Tierney, "Data Science", 2018)

"It’s important to look at multiple hypotheses. If your initial hypothesis isn’t supported, you’ll have little direction for moving forward. […] Thinking through viable alternative hypotheses will help you get a sense of where to find data in your organization. […] start by brainstorming. Think about the information that may be available. Is there a way it might be relevant? What sources are available to you?" (Shonna D Watters et al, "The Practical Guide for HR Analytics: Using data to inform, transform, and empower HR decisions", 2019)

"DataOps requires that data scientists, data analysts, and data engineers have quick access to data, tools, and infrastructure to eliminate bottlenecks. That is, they need to be able to access, add, or modify data quickly by themselves. We term this availability to data self-service. Through self-service, data analytics professionals can create data products in far less time than with traditional approaches." (Harvinder Atwal, "Practical DataOps: Delivering Agile Data Science at Scale", 2020)

"Timeliness means that information is available when it is needed. Most managers function in a dynamic environment of change, demands updated and current information. Computerised information systems have the ability to gather, sort, analyse, store, retrieve, and transmit large amounts of information in a very short period of time. Completeness of information is the extent to which information is all there." (C S V Murthy, "Data and Businesss Analytics", 2020)

"At first, we threw all of this data into a pit called the 'data lake'. But we soon discovered that merely throwing data into a pit was a pointless exercise. To be useful - to be analyzed - data needed to (1) be related to each other and (2) have its analytical infrastructure carefully arranged and made available to the end user. Unless we meet these two conditions, the data lake turns into a swamp, and swamps start to smell after a while. [...] In a data swamp, data just sits there are no one uses it. In the data swamp, data just rots over time." (Bill Inmon et al, "Building the Data Lakehouse", 2021)

"The term data governance is used for the processes and responsibilities that define, manage, and enforce access, privacy, availability, and security of the organization’s data. It typically includes a set of policies, rules, and data classifications and functionality to monitor and enforce compliance. As stated earlier, we use the term AI governance in a broader sense, also including AI artefacts." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"Be aware that data product is not the same thing as data as a product. Data as a product describes the idea that data owners treat data as a fully contained product that they are responsible for, rather than a byproduct of a process that others manage, and should make the data available to other domains and consumers. Data product refers to the architecture of implementing data as a product." (James Serra, "Deciphering Data Architectures", 2024)

"The data fabric architecture is an evolution of the modern data warehouse (MDW) architecture: an advanced layer built onto the MDW to enhance data accessibility, security, discoverability, and availability. [...] The most important aspect of the data fabric philosophy is that a data fabric solution can consume any and all data within the organization." (James Serra, "Deciphering Data Architectures", 2024)

"Timeliness captures the degree to which data is available when needed and reflects the relevant time frame of the underlying phenomena." (William Smith, "Soda Core for Modern Data Quality and Observability: The Complete Guide for Developers and Engineers", 2025)

🪙Business Intelligence: Single Source of Truth [SSoT] (Just the Quotes)

"It is important to remember that the 'single version of the truth' - or enterprise logical data model - is not and should not be built all at once (that would take too long), but that it evolves over time as the project-specific logical data models are merged, one-by-one, a project at a time." (Sid Adelman et al, "Data Strategy", 2005

"Having multiple data lakes replicates the same problems that were created with multiple data warehouses - disparate data siloes and data fiefdoms that don't facilitate sharing of the corporate data assets across the organization. Organizations need to have a single data lake from which they can source the data for their BI/data warehousing and analytic needs. The data lake may never become the 'single version of the truth' for the organization, but then again, neither will the data warehouse. Instead, the data lake becomes the 'single or central repository for all the organization's data' from which all the organization's reporting and analytic needs are sourced." (Billl Schmarzo, "Driving Business Strategies with Data Science: Big Data MBA" 1st Ed., 2015)

"Data warehousing, as we are aware, is the traditional approach of consolidating data from multiple source systems and combining into one store that would serve as the source for analytical and business intelligence reporting. The concept of data warehousing resolved the problems of data heterogeneity and low-level integration. In terms of objectives, a data lake is no different from a data warehouse. Both are primary advocates of terms like 'single source of truth' and 'central data repository'." (Saurabh Gupta et al, "Practical Enterprise Data Lake Insights", 2018)

"Another myth is that we shall have a single source of truth for each concept or entity. […] This is a wonderful idea, and is placed to prevent multiple copies of out-of-date and untrustworthy data. But in reality it’s proved costly, an impediment to scale and speed, or simply unachievable. Data Mesh does not enforce the idea of one source of truth. However, it places multiple practices in place that reduces the likelihood of multiple copies of out-of-date data." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"Data mesh [...] reduces points of centralization that act as coordination bottlenecks. It finds a new way of decomposing the data architecture without slowing the organization down with synchronizations. It removes the gap between where the data originates and where it gets used and removes the accidental complexities - aka pipelines - that happen in between the two planes of data. Data mesh departs from data myths such as a single source of truth, or one tightly controlled canonical data model." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"Data mesh [...] reduces points of centralization that act as coordination bottlenecks. It finds a new way of decomposing the data architecture without slowing the organization down with synchronizations. It removes the gap between where the data originates and where it gets used and removes the accidental complexities - aka pipelines - that happen in between the two planes of data. Data mesh departs from data myths such as a single source of truth, or one tightly controlled canonical data model." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"Unlike other analytical data management paradigms, data mesh does not embrace the concept of the mythical single source of truth. Every data product provides a truthful portion of the reality - for a particular domain - to the best of its ability, a single slice of truth." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"Lakehouse is a new architecture and data storage paradigm that combines the characteristics of both data warehouses and data lakes to create a unified basis for all types of use cases to be built on top of it. There is no need to move data around. Data is curated and remains in an open format and serves as the single source of truth (SSOT) for all the consumption layers. A modern data platform has needs that span traditional data warehouses, data lakes, machine learning systems, and streaming systems and there is some overlap among these systems. A Lakehouse offers features that span all four systems [...]" (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"The Data Fabric architecture needs to guarantee this single version of the truth within the application and transactional landscape, which – depending on the deployment option of an MDM solution – could also mean to assemble this single version of the truth based on core information that is dispersed and maintained in various data stores." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"The main goal of the transaction log is to enable multiple readers and writers to operate on a given version of a dataset file simultaneously and to provide additional information, like data skipping indexes to the execution engine for more performant operations. The Delta Lake transaction log always shows the user a consistent view of the data and serves as a single source of truth. It is the central repository that tracks all changes the user makes to a Delta table." (Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"The hub and spoke, or 'star network', is a data architecture model that centralizes data from various sources into a single hub, such as a data warehouse or data lake. The hub serves as the source of truth for data and provides standardized schemas and formats. The spokes are the various applications or services that consume data from the hub for different purposes, such as analytics, reporting, or ma-chine learning. Spokes can also perform transformations or aggregations on data before presenting it to end users. The hub and spoke architecture aims to simplify data integration and management by reducing complexity and redundancy in data pipelines" (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Traditional paradigms build systems for specific purposes with structured, homogeneous databases. This approach works for tailored needs but is impractical for complex domains that need to adapt to user characteristics and integrate heterogeneous data. KGs capture connections, enabling relationship discovery through graph pattern matching and traversal. Both the Resource Description Framework (RDF) and Labeled Property Graphs (LPGs) provide machine-readable formats that humans can interpret. KGs emphasize rich, meaningful data representations usable by both humans and machines, enabling a paradigm shift where intelligent behavior is encoded in a unique source of truth." (Alessandro Negro et al, "Knowledge Graphs and LLMs in Action", 2026)

🪙Business Intelligence: Signals (Just the Quotes)

"Data are generally collected as a basis for action. However, unless potential signals are separated from probable noise, the actions taken may be totally inconsistent with the data. Thus, the proper use of data requires that you have simple and effective methods of analysis which will properly separate potential signals from probable noise." (Donald J Wheeler, "Understanding Variation: The Key to Managing Chaos" 2nd Ed., 2000)

"No matter what the data, and no matter how the values are arranged and presented, you must always use some method of analysis to come up with an interpretation of the data.

While every data set contains noise, some data sets may contain signals. Therefore, before you can detect a signal within any given data set, you must first filter out the noise." (Donald J Wheeler," Understanding Variation: The Key to Managing Chaos" 2nd Ed., 2000)

"Data analysis is not generally thought of as being simple or easy, but it can be. The first step is to understand that the purpose of data analysis is to separate any signals that may be contained within the data from the noise in the data. Once you have filtered out the noise, anything left over will be your potential signals. The rest is just details." (Donald J Wheeler," Myths About Data Analysis", International Lean & Six Sigma Conference, 2012)

"A complete data analysis will involve the following steps: (i) Finding a good model to fit the signal based on the data. (ii) Finding a good model to fit the noise, based on the residuals from the model. (iii) Adjusting variances, test statistics, confidence intervals, and predictions, based on the model for the noise." (DeWayne R Derryberry, "Basic data analysis for time series with R", 2014

"Data catalogs that focus on search bring techniques and methods from information retrieval and web search engines to the data domain within enterprises. Some of those catalogs, such as Facebook Nemo, use advanced machine learning and NLP tools to provide personalized search of data within an enterprise. The search can also use data-specific signals such as usage, popularity, and freshness to rank data assets by usefulness." (Fadi Maali & Jason Lim, "Implementing a Modern Data Catalog to Power Data Intelligence: Make Trustworthy Data Central to Your Organization", 2022)

"In a self-service environment with multiple publishers, it’s impossible to completely avoid data redundancy and overlapping. Multiple data assets with similar content, but possibly with varying quality, will exist. A data catalog can guide users to trusted data that comes from a reliable source and is frequently used. A data catalog can also use various explicit and implicit quality signals when ranking datasets for recommendation. Some of those signals are discussed next. Furthermore, a data catalog can recommend domain experts who are automatically identified based on actual data usage." (Fadi Maali & Jason Lim, "Implementing a Modern Data Catalog to Power Data Intelligence: Make Trustworthy Data Central to Your Organization", 2022)

"Many argue that model drift is best monitored by monitoring the data drift in incoming data and the drift in the generated features. As and when the ground truth is available, it is joined by some primary key criteria with the inference data in a Delta table. Again, the update and merge operation support in Delta makes this a breeze. Now the actual and predicted values of the inference data are computed to see how well the model is doing in terms of the quality of insight generation. The feature engineering pipeline is completely in-house and is easier to monitor for drift. The model interpretability may indicate that some columns contributing to the predictive power are incorrect, and it may be necessary to add or remove features. In such cases, a threshold of tolerance is violated, which signals a need for model retraining." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Establishing a comprehensive observability architecture necessitates a systematic approach that spans the entirety of the data pipeline, from initial telemetry collection to actionable insights accessible by diverse stakeholders. The core objective is to unify distributed data sources - metrics, logs, traces, and quality signals - into a coherent framework that enables rapid diagnosis, continuous monitoring, and strategic decision-making." (William Smith, "Soda Core for Modern Data Quality and Observability: The Complete Guide for Developers and Engineers", 2025)

"A defining attribute of the domain-oriented ownership principle is the focus on context preservation in Data Management. This aspect accentuates the importance of keeping data within its native domain environment, allowing it to retain its original context, value, and meaning. When data is managed close to its source, its contextual richness is preserved. This sharply contrasts centralized models, where data is often abstracted from its source, leading to potential loss of signal or context. When data remains within its generating domain, it retains the nuances and specificities unique to its activities, challenges, and goals." (Pradeep Menon, "Data Mesh Principles, patterns, architecture, and strategies for data-driven decision making", 2024)

 More on Signals in Data Science, Graphical Representation, Systems Engineering

🎯Christopher Maneu - Collected Quotes

"A data lake is a distributed repository of raw and unprocessed data stored in its original format, without a predefined schema or structure. A data lake is designed to support a wide range of data types, sources, and use cases, such as exploration, discovery, and data experimentation. A data lake follows a 'schema on read' approach. Data is structured and processed only when it is accessed or consumed by a user or application (Extract, Load, Transform (ELT)). A data lake also enables data democratization, meaning data is accessible and available to anyone who needs it, without barriers or restrictions." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"A data warehouse is a centralized repository of structured, cleaned, and verified data that has been extracted, transformed, and loaded from various sources. These steps are commonly called ETL, which stands for Extract, Transform, Load. This data processing methodology involves extracting data from multiple sources, transforming it to meet business needs, and loading it into a destination for analysis and consultation." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"A lake based on the medallion architecture combines the best of lakes and data warehouses. By breaking down silos and eliminating data duplication, it becomes a standard for building data platform architecture." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"A lakehouse is a data storage space that hosts and manages all types of data in one place (structured, semi-struc-tured, and unstructured), allowing different tools to normalize and examine this data according to organizational requirements and/or individual choices. A lakehouse thus combines the best aspects of a data lake and a data warehouse by eliminating data duplication and friction related to ingestion, transformation, and sharing of data within the organization, all in the open format, Delta Lake." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Considered by many companies as the next generation of data architecture, the data mesh represents the natural evolution of traditional data lakes and data warehouses. While the latter are often limited by their centralized and monolithic structure, the data mesh aims to enable companies to deploy a more flexible, responsive, and massively scalable data strategy." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"[...] the data mesh architecture of Microsoft Fabric primarily supports the organization of data into domains and federated governance [...]  Hierarchizing data within OneLake by domain simplifies organizing data, allowing a data producer to easily identify where to deposit data or a data consumer to filter and discover content by functional domain. But it also enables the distribution of governance responsibilities by defining roles and responsibilities for teams in charge of specific domains."  (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Data transformation sits at the heart of every successful data platform, serving as the critical bridge between data ingestion and data consumption. While basic transformations might involve simple cleaning and formatting, advanced transformation techniques encompass complex operations such as data enrichment, sophisticated deduplication, machine learning-based predictions, and the creation of derived metrics that weren’t present in the original data sources. These processes are essential for organizations looking to extract maximum value from their data investments." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Data virtualization is a technique that allows users and applications to access and interact with data stored in multiple, physically separate locations as if it were all in one place. Instead of moving or duplicating data, virtualization creates a logical layer that connects to the original sources and presents them in a unified view. This means users can query, analyze, or combine data from different systems - cloud storage, databases, or other platforms - without needing to know where or how the data is stored." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Fabric integrates the various technologies needed for an end-to-end data project (namely, ingestion, preparation, storage, processing, enrichment, analysis, visualization, and data sharing) within a single platform accessible as Software as a Service (SaaS), meaning via a simple connection on a web browser. This reduces complexity, costs, and delays related to using multiple tools and technologies, and eliminates all the operational maintenance of infrastructure serving data analytics needs." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Fabric Pipelines provide reliable and efficient end-to-end orchestration of data flows, managing ingestion, transformation, and loading through a sequence of steps that can leverage various data processing engines. They allow centralizing and orchestrating data movements from various sources, thanks to advanced connectivity features, and with great scalability. Built-in monitoring tools enable real-time tracking of data flow status and quick detection of anomalies or errors." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Fabric relies on a lakehouse, a data storage model that combines the benefits of a data lake and a data warehouse. Within Fabric, the various data analytics and processing tools rely on a data lake that collects and stores data in its original format, whether structured, semi-structured, or unstructured, without the need to transform or normalize it beforehand. The lakehouse approach then enables converting these diverse data formats into a single format (i.e., compatible with all the data processing engines offered by Fabric) and in an open format, allowing other market vendors to interact with data in the Fabric lakehouse." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"In Fabric, a domain represents a way to logically group data corresponding to specific functional areas. Domains are frequently used to organize data by business sector in order to manage it according to each sector’s regulations, specifics, and requirements." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"It should be noted that, unlike Dataflow Gen2, in pipelines, it is not mandatory to enable staging to load data into a warehouse. Indeed, pipelines are designed for more general orchestration scenarios where you can combine various activities such as transformations, API calls, and so on to create complex workflows. They are not specifically focused on data preparation but rather on end-to-end process automation. Pipelines are more flexible and used for a variety of orchestration tasks, whereas Dataflow Gen2 is specifically designed for data preparation and transformation, hence the requirement for staging in that case." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"One of the most powerful enhancements in Real-Time Intelligence is the integration of anomaly detection capabilities, enabling systems to automatically flag unusual deviations in real time. Rather than relying on predefined thresholds or periodic audits, these AI-driven agents continuously monitor data streams, learning normal behavior patterns and surfacing outliers or unexpected shifts the moment they appear. This proactive approach transforms what was once passive reporting into active surveillance, allowing operational teams to respond instantly when something deviates from the norm." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"The hub and spoke, or 'star network', is a data architecture model that centralizes data from various sources into a single hub, such as a data warehouse or data lake. The hub serves as the source of truth for data and provides standardized schemas and formats. The spokes are the various applications or services that consume data from the hub for different purposes, such as analytics, reporting, or ma-chine learning. Spokes can also perform transformations or aggregations on data before presenting it to end users. The hub and spoke architecture aims to simplify data integration and management by reducing complexity and redundancy in data pipelines" (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"The problem with data lakes is that they have several drawbacks preventing them from being the perfect or ideal solution. The first drawback is an organizational problem: (•) How to organize data in the lake (•) How to classify, catalog, secure, document, and find it (•) How to avoid the lake turning into a swamp where data is mixed, duplicated, obsolete, or inaccessible (•) How to manage quality, governance, and traceability in the lake."(Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"The transformation phase represents the most resource-intensive stage of most data projects, often consuming 60-80% of total project time and effort. This significant investment stems from the inherent complexity of converting raw, inconsistent data into clean, structured, and enriched information ready for business use. Every data quality issue must be identified and resolved, every business rule must be correctly implemented, and every integration point must be properly validated. This meticulous work serves as the essential bridge between raw data ingestion and meaningful business insights." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"This transition to OneDrive highlights the importance of governance adapted to new methods of collaborative work and data sharing. The idea of OneLake is, therefore, based on this same concept: rather than subscribing to a data lake technology that must be maintained, why not simply subscribe to a storage service that offers a layer of abstraction over the complexities of these data storage infrastructures? As a result, the data lake becomes a controlled or governed environment, but still accessible to users who can view it as a simple and intuitive way to securely share data with their colleagues and IT teams."(Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"Traditionally, data engineers are responsible for the first steps of data transformation, commonly referred to as the transition from the 'bronze' stage to the 'silver' stage. This phase includes the normalization of raw data to clean and organize it into a structured and accessible format. Data Engineers ensure that data is properly ingested, stored, and prepared for subsequent steps. Their work focuses on building robust data pipelines and applying basic transformations that make the data usable. Next, responsibility may be handed over to an analytics engineer, who takes charge of the transition from the 'silver' stage to the 'gold' stage. This step involves more complex transformations aimed at refining, enriching, and modeling the data to meet specific analytical needs. The analytics engineer ensures that the data is ready to be used in reports, dashboards, and advanced analyses. The transition to the 'gold' stage means that the data is fully prepared for analytic use, providing strategic insights from consolidated data sources." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"We are now witnessing the rise of a new paradigm in technology, the age of agentic AI, where intelligence moves beyond automation and prediction to autonomy and intent. In this new world, operations across industries are no longer passive systems waiting for human input or post-event analysis. Instead, they have evolved into dynamic ecosystems of intelligence, continuously learning from every signal that flows through the organization. [...] Agentic AI marks the fourth great evolution of software, after client-server, cloud, and SaaS - and perhaps the most transformative of all. It represents the moment when technology stops being a tool we use and becomes a collaborator that thinks, learns, and acts alongside us." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"While Fabric provides all the traditional tools that data specialists use daily to work on data integration and processing projects, it also offers new intuitive interfaces to enable business users, citizen analysts, or business analysts to interact with their data regardless of their skill level. The primary goal is to meet the needs and expectations of these users, who often do not benefit from data analytics and processing tools because they are too complex to use, even though they are themselves the main consumers and producers of data within organizations." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

"With Fabric, organizations can unlock the full potential of AI and machine learning in their data workflows. First, it provides users with all the tools necessary to create and deploy AI and machine learning models; users can use the frameworks and languages of their choice. Next, it enables these users to benefit from native integration of models that enrich the data present within Fabric with advanced cognitive analytics, such as vision and language, for example, and leverage the new capabilities of generative AI. Finally, it supports users at every stage of their data project with intelligent assistants that help create data integration flows, develop transformations or analyses, build data visualization reports, and even answer business questions by leveraging existing reports and semantic models to deliver contextual insights instantly." (Christopher Maneu et al, "The Definitive Guide to Microsoft Fabric From discovery to building a unified, secure, and scalable data platform", 2025)

🪙Business Intelligence: Performance (Just the Quotes)

"Alerts and KPI thresholds are two sides of the same coin. Alerts are actions taken once a KPI threshold is reached. However, alerts are not defined for every threshold boundary. For the most part, they serve as a warning system when a KPI shows poor performance or an undesired trend. Alerts must always be accompanied by attention-capturing actions such as automatic e-mails and/or visual indication such as blinking or animation on the dashboard. The other variable for alerts is the recipient. There may be one or more appropriate recipients for each alert." (Shadan Malik, "Enterprise Dashboards: Design and best practices for IT", 2005)

"Alerts are integral to the dashboard concept in that they transform the dashboard from a graphical information presentation into a live console for managing organizational processes and performance. Effective dashboard deployment must facilitate easy management of alerts. This management process involves three components: (1) rules, (2) actions, and (3) recipients." (Shadan Malik, "Enterprise Dashboards: Design and best practices for IT", 2005)

"Metrics are measurements of activities to evaluate performance, mostly within a relative framework of time, geography, and aggregation." (Shadan Malik, "Enterprise Dashboards: Design and best practices for IT", 2005)

"The chaos without a data strategy is not as obvious, but the indicators abound: dirty data, redundant data, inconsistent data, the inability to integrate, poor performance, terrible availability, little accountability, users who are increasingly dissatisfied with the performance of IT, and the general feeling that things are out of control." (Sid Adelman et al, "Data Strategy", 2005)

"To establish a uniform performance benchmark across the organization, it is important that variance of a specific KPI be consistent across all of its possible grains." (Shadan Malik, "Enterprise Dashboards: Design and best practices for IT", 2005)

"A key sign of successful business intelligence is the degree to which it impacts business performance." (Cindi Howson, "Successful Business Intelligence: Secrets to making BI a killer App", 2008)

"When the purpose of forecasting is to generate accurate forecasts, it is useful to define performance metrics that measure predictive accuracy. Such metrics can tell us how well a particular method performs in general, as well as compared to benchmarks or forecasts from other methods." (Galit Shmueli, "Practical Time Series Forecasting: A Hands-On Guide", 2011)

"Data are essential, but performance improvements and competitive advantage arise from analytics models that allow managers to predict and optimize outcomes. More important, the most effective approach to building a model rarely starts with the data; instead it originates with identifying the business opportunity and determining how the model can improve performance." (Dominic Barton & David Court, "Making Advanced Analytics Work for You", 2012) 

"Once these different measures of performance are consolidated into a single number, that statistic can be used to make comparisons […] The advantage of any index is that it consolidates lots of complex information into a single number. We can then rank things that otherwise defy simple comparison […] Any index is highly sensitive to the descriptive statistics that are cobbled together to build it, and to the weight given to each of those components. As a result, indices range from useful but imperfect tools to complete charades." (Charles Wheelan, "Naked Statistics: Stripping the Dread from the Data", 2012)

"Metrics can serve two purposes: identifying problems and measuring performance. When the goal is to identify problems and pinpoint areas of operational inefficiency and ineffectiveness, defining the right metric requires a bit of detective work. It requires you to uncover the data residue of a problem and to determine what evidence can be found and how exactly it shows up. When the goal is to measure performance, the right success metrics focus on measures that can be controlled and where improvement in the metric is an unambiguously good thing." (Zach Gemignani et al, "Data Fluency", 2014)

"In order to get measures to drive performance, a reporting framework needs to be developed at all levels within the organization." (David Parmenter, "Key Performance Indicators: Developing, implementing, and using winning KPIs" 3rd Ed., 2015)

"[...] the real power of the data lake is to enable advanced analytics or data science on the detailed and complete history of data in an attempt to uncover new variables and metrics that are better predictors of business performance." (Billl Schmarzo, "Driving Business Strategies with Data Science: Big Data MBA" 1st Ed., 2015)

"Unfortunately, some organizations are replicating the bad data warehouse practice by creating special-purpose data lakes - data lakes to address a specific business need. Resist that urge! Instead, source the data that is needed for that specific business need into an 'analytic sandbox' where the data scientists and the business users can collaborate to find those data variables and analytic models that are better predictors of the business performance. Within the 'analytic sandbox', the organization can bring together (ingest and integrate) the data that it wants to test, build the analytic models, test the model's goodness of fit, acquire new data, refine the analytic models, and retest the goodness of fit." (Billl Schmarzo, "Driving Business Strategies with Data Science: Big Data MBA" 1st Ed., 2015)

"When it comes to data lakes, some things usually stay constant: the storage and processing patterns. Change could come in any of the following ways: Adding new components and processing or consumption patterns to respond to new requirements. […] Optimizing existing architecture for better cost or performance" (Rukmani Gopalan, "The Cloud Data Lake: A Guide to Building Robust Cloud Data Architecture", 2022)

"Delta Lake is a transactional storage software layer that runs on top of an existing data lake and adds RDW-like features that improve the lake’s reliability, security, and performance. Delta Lake itself is not storage. In most cases, it’s easy to turn a data lake into a Delta Lake; all you need to do is specify, when you are storing data to your data lake, that you want to save it in Delta Lake format (as opposed to other formats, like CSV or JSON)." (James Serra, "Deciphering Data Architectures", 2024)

"Observability extends the concept of reliability. It’s about having the ability to monitor the health and performance of the data product. By using tools to track various metrics like response times and error rates, organizations can proactively manage the data product’s health. This proactive management plays a crucial role in maintaining the product’s reliability, as it allows for the early identification and resolution of potential issues before they escalate." (Jean-Georges Perrin & Eric Broda, "Implementing Data Mesh: Principles and Practice to Design, Build, and Implement Data Mesh", 2024)

"The lakehouse combines the best elements of data lakes and data warehouses for OLAP workloads. It merges the scalability and flexibility of data lakes with the management features and performance optimization of data warehouses. [...] A lakehouse eliminates the need for disjointed systems and provides a single, coherent platform for all forms of data analysis. Lakehouses enhance the performance of data queries and simplify data management, making it easier for organizations to derive insights from their data." (Denny Lee et al, "Delta Lake: The Definitive Guide", 2025)

🧭Business Intelligence: Perspectives (Part 33: Data Lifecycle for Analytics)

Business Intelligence Series

In the context of BI, Analytics and other data-related topics, the various parties usually talk about data ingestion, preparation, storage, analysis and visualization, often ignoring processes like data generation, collection, and interpretation. It’s also true that a broader discussion may shift the attention unnecessarily, though it’s important to increase people’s awareness in respect to data’s full lifecycle. Otherwise, many of the data solutions become a mix of castles built into the air, respectively structures of cards waiting for the next flurry to be blown away. 

Data is generated continuously by organizations, their customers, vendors, and third parties, as part of a complex network of processes, systems and integrations that extend beyond their intended boundaries. Independently of their type, scope and various other characteristics, all processes consume and generate data at a rapid pace that steadily exceeds organizations’ capabilities to make good use of it.

There are also scenarios in which the data must be collected via surveys, interviews, forms, measurements or direct observations, and whatever processes are used to elicit some aspect of importance. The volume and other characteristics of data generated in this way may depend on the goals and objectives in scope, respectively the methods, procedures and even the methodologies used. 

Data ingestion is the process of importing data from the various sources into a central or intermediary repository for storage, processing, analysis and visualization. The repository can be a data mart, warehouse, lakehouse, data lake or any other destination intended for the intermediary or the final intended destination of data. Moreover, data can have different levels of quality in respect to its intended usage.

Data storage refers to the systems and approaches used to securely retain, organize, and access data throughout its journey within the various layers of the infrastructure. It focuses on where and how data is stored, independently on whether that’s done on-premises, in the cloud or across hybrid environments.

Data preparation is the process of transforming the data into a form close to what is intended for analysis and visualization. It may involve data aggregation, enrichment, transposition and other operations that facilitate further steps. It’s probably the most important step in a data project given that the final outcome can have an important impact on data analysis and visualization, facilitating or impeding the respective processes. 

Data analysis consists of a multitude of processes that attempt to harness value from data in its various forms of aggregation. The ultimate purpose is to infer meaningful information, respectively knowledge from the data augmented as insights. The road from raw data to these targeted outcomes is a tedious one, where recipes can help and imped altogether. Expecting value from any pile of data can easily become a costly illusion when data, processes and their usage is poorly understood and harnessed. 

Data visualization is the means of presenting data and its characteristics in the form of figures, diagrams and other forms of representation that facilitate data’s navigation, perception and understanding for various purposes. Usually, the final purpose is fact-checking, decision-making, problem-solving, etc., though there is a multitude of steps in between. Especially in these areas there are mixed good and poor practices altogether.  

Data interpretation is the attempt of drawing meaningful conclusions from the data, information and knowledge gained mainly from data analysis and visualization. It is often a subjective interpretation as it’s usually regarded from people’s understanding of the various facts as they are considered. The inferences made in the process can be a matter of gut feeling, respectively of mature analysis. It’s about sense-making, contextualization, critical thinking, pattern recognition, internalization and externalization, and other similar cognitive processes.

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🧭Business Intelligence: Perspectives (Part 32: Data Storytelling in Visualizations)

Business Intelligence Series

From data-related professionals to book authors on data visualization topics, there are many voices that require from any visualization to tell a story, respectively to conform to storytelling principles and best practices, and this independently of the environment or context in which the respective artifacts are considered. The need for data visualizations to tell a story may be entitled, though in business setups the data, its focus and context change continuously with the communication means, objectives, and, at least from this perspective, one can question storytelling’s hard requirement.

Data storytelling can be defined as "a structured approach for communicating data insights using narrative elements and explanatory visuals" [1]. Usually, this supposes the establishment of a context, respectively a fundament on which further facts, suppositions, findings, arguments, (conceptual) models, visualizations and other elements can be based upon. Stories help to focus the audience on the intended messages, they connect and eventually resonate with the audience, facilitate the retaining of information and understanding the chain of implications the decisions in scope have, respectively persuade and influence, when needed.

Conversely, besides the fact that it takes time and effort to prepare stories and the afferent content (presentations, manually created visualizations, documentation), expecting each meeting to be a storytelling session can rapidly become a nuisance for the auditorium as well for the presenters. Like in any value-generating process, one should ask where the value in storytelling is based on data visualizations and the effort involved, or whether the effort can be better invested in other areas.

In many scenarios, requesting from a dashboard to tell a story is an entitled requirement given that many dashboards look like a random combination of visuals and data whose relationship and meaning can be difficult to grasp and put into a plausible narrative, even if they are based on the same set of data. Data visualizations of any type should have an intentional well-structured design that facilitates visual elements’ navigation, understanding facts’ retention, respectively resonate with the auditorium.

It’s questionable whether such practices can be implemented in a consistent and meaningful manner, especially when rich navigation features across multiple visuals are available for users to look at data from different perspectives. In such scenarios the identification of cases that require attention and the associations existing between well-established factors help in the discovery process.

Often, it feels like visuals were arranged aleatorily in the page or that there’s no apparent connection between them, which makes the navigation and understanding more challenging. For depicting a story, there must be a logical sequencing of the various visualizations displayed in the dashboards or reports, especially when visuals’ arrangement doesn’t reflect the typical navigation of the visuals or when the facts need a certain sequencing that facilitates understanding. Moreover, the sequencing doesn’t need to be linear but have a clear start and end that encompasses everything in between.

Storytelling works well in setups in which something is presented as the basis for one-time or limited in scope sessions like decision-making, fact-checking, awareness raising and other types of similar communication. However, when building solutions for business monitoring and data exploration, there can be multiple stories or no story worth telling, at least not for the predefined scope. Even if one can zoom in or out, respectively rearrange the visuals and add others to highlight the stories encompassed, the value added by taking the information out of the dashboards and performing such actions can be often neglected to the degree that it doesn’t pay off. A certain consistency, discipline and acumen is needed then for focusing on the important aspects and ignoring thus the nonessential. 

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References:
[1] Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019 [quotes]

🧭Business Intelligence: Perspectives (Part 31: More on Data Visualization)

Business Intelligence Series

There are many reasons why the data visualizations available in the different mediums can be considerate as having poor quality and unfortunately there is often more than one issue that can be corroborated with this - the complexity of the data or of the models behind them, the lack of identifying the right data, respectively aspects that should be visualized, poor data visualization software or the lack of skills to use its capabilities, improper choice of visual displays, misleading choice of scales, axes and other elements, the lack of clear outlines for telling a story respectively of pushing a story too far, not adapting visualizations to changing requirements or different perspectives, to name just the most important causes.

The complexity of the data increases with the dimensions associated typically with what we call currently big data - velocity, volume, value, variety, veracity, variability and whatever V might be in scope. If it's relatively easy to work with a small dataset, understanding its shapes and challenges, our understanding power decreases with the Vs added into the picture. Of course, we can always treat the data alike, though the broader the timeframe, the higher the chances are for the data to have important changing characteristics that can impact the outcomes. It can be simple definition changes or more importantly, the model itself. Data, processes and perspectives change fluidly with the many requirements, and quite often the further implications for reporting, visualizations and other aspects are not considered.

Quite often there's a gap between what one wants to achieve with a data visualization and the data or knowledge available. It might be a matter of missing values or whole attributes that would help to delimit clearly the different perspectives or of modelling adequately the processes behind. It can be the intrinsic data quality issues that can be challenging to correct after the fact. It can also be our understanding about the processes themselves as reflected in the data, or more important, on what's missing to provide better perspectives. Therefore, many are forced to work with what they have or what they know.

Many of the data visualizations inadvertently reflect their creators' understanding about the data, procedures, processes, and any other aspects related to them. Unfortunately, also business users or other participants have only limited views and thus their knowledge must be elicited accordingly. Even then, it might be pieces of data that are not reflected in any knowledge available.

If one tortures enough data, one or more stories worthy of telling can probably be identified. However, much of the data is dull to the degree that some creators feel forced to add elements. Earlier, one could have blamed the software for it, though modern software provides nice graphics and plenty of features that can help graphics creators in the process. Even data with high quality can reveal some challenges difficult to overcome. One needs to compromise and there can be compromises in many places to the degree that one can but wonder whether the end result still reflects reality. Unfortunately, it's difficult to evaluate the impact of such gaps, however progress can be made occasionally by continuously evaluating the gaps and finding the appropriate methods to address them.

Not all stories must have complex visualizations in which multiple variables are used to provide the many perspectives. Some simple visualizations can be enough for establishing common ground on which something more complex (or simple) can be built upon. Data visualization is a continuous process of exploration, extrapolation, evaluation, testing assumptions and ideas, where one's experience can be a useful mediator between the various forces. 

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🧭Business Intelligence: Perspectives (Part 30: The Data Science Connection)

Business Intelligence Series

Data Science is a collection of quantitative and qualitative methods, respectively techniques, algorithms, principles, processes and technologies used to analyze, and process amounts of raw and aggregated data to extract information or knowledge it contains. Its theoretical basis is rooted within mathematics, mainly statistics, computer science and domain expertise, though it can include further aspects related to communication, management, sociology, ecology, cybernetics, and probably many other fields, as there’s enough space for experimentation and translation of knowledge from one field to another.  

The aim of Data Science is to extract valuable insights from data to support decision-making, problem-solving, drive innovation and probably it can achieve more in time. Reading in between the lines, Data Science sounds like a superhero that can solve all the problems existing out there, which frankly is too beautiful to be true! In theory everything is possible, when in practice there are many hard limitations! Given any amount of data, the knowledge that can be obtained from it can be limited by many factors - the degree to which the data, processes and models built reflect reality, and there can be many levels of approximation, respectively the degree to which such data can be collected consistently. 

Moreover, even if the theoretical basis seems sound, the data, information or knowledge which is not available can be the important missing link in making any sensible progress toward the goals set in Data Science projects. In some cases, one might be aware of what's missing, though for the data scientist not having the required domain knowledge, this can be a hard limit! This gap can be probably bridged with sensemaking, exploration and experimentation approaches, especially by applying models from other domains, though there are no guarantees ahead!

AI can help in this direction by utilizing its capacity to explore fast ideas or models. However, it's questionable how much the models built with AI can be further used if one can't build mechanistical mental models of the processes reflected in the data. It's like devising an algorithm for winning at lottery small amounts, though investing more money in the algorithm doesn't automatically imply greater wins. Even if occasionally the performance is improved, it's questionable how much it can be leveraged for each utilization. Statistics has its utility when one studies data in aggregation and can predict average behavior. It can’t be used to predict the occurrence of events with a high precision. Think how hard the prediction of earthquakes or extreme weather is by just looking at a pile of data reflecting what’s happening only in a certain zone!

In theory, the more data one has from different geographical areas or organizations, the more robust the models can become. However, no two geographies, respectively no two organizations are alike: business models, the people, the events and other aspects make global models less applicable to local context. Frankly, one has more chances of progress if a model is obtained by having a local scope and then attempting to leverage the respective model for a broader scope. Even then, there can be differences between the behavior or phenomena at micro, respectively at macro level (see the law of physics). 

This doesn’t mean that Data Science or AI related knowledge is useless. The knowledge accumulated by applying various techniques, models and programming languages in problem-solving can be more valuable than the results obtained! Experimentation is a must for organizations to innovate, to extend their knowledge base. It’s also questionable how much of the respective knowledge can be retained and put to good use. In the end, each organization must determine this by itself!

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🧭Business Intelligence: Perspectives (Part 29: Navigating into the Unknown)

Business Intelligence Series

One of the important challenges in Business Intelligence and the other related knowledge domains is that people try to oversell ideas, overstretching, shifting, mixing and bending the definition of concepts and their use to suit the sales pitch or other related purposes. Even if there are several methodologies built around data that attempt to provide a solid foundation on which organizations can build upon, terms like actionable, value, insight, quality or importance continue to be a matter of perception, interpretation, and quite often be misused. 

It's often challenging to define precisely such businesses concepts especially there are degrees of fuzziness that may apply to the different contexts that are associated with them. What makes a piece of signal, data, information or knowledge valuable, respectively actionable? What is the value, respectively values we associate with a piece or aggregation of information, insight or degree of quality? When do values, changes, variations and other aspects become important, respectively can be ignored? How much can one generalize or particularize certain aspects? And, many more such questions can be added to this line of inquiry. 

Just because an important value changed, no matter in what direction, it might mean nothing as long as the value moves in certain ranges, respectively other direct or indirect conditions are met or not. Sometimes, there are simple rules and models that can be used to identify the various areas that should trigger different responses, respectively actions, though even small variations can increase the overall complexity multifold. There seems to be certain comfort in numbers, even if the same numbers can mean different things to different people, at different points in time, respectively contexts.

In the pursuit to bridge the multitude of gaps and challenges, organization attempt to arrive at common definitions and understanding in what concerns the business terms, goals, objectives, metrics, rules, procedures, processes and other points of focus associated with the respective terms. Unfortunately, many such foundations barely support the edifices built as long as there’s no common mental models established!

Even if the use of shared models is not new, few organizations try to make the knowledge associated with them explicit, respectively agree on and evolve a set of mental models that reflect how the business works, what is important, respectively can be ignored, which are the dependent and independent aspects, etc. This effort can prove to be a challenge for many organizations, especially when several leaps of faith must be made in the process.

Independently on whether organizations use shared mental models, some kind of common ground must be achieved. It starts with open dialog, identifying the gaps, respectively the minimum volume of knowledge required for making progress in the right direction(s). The broader the gaps and the misalignment, the more iterations are needed to make progress! And, of course, one must know which are the destinations, what paths to follow, what to ignore, etc. 

It's important how we look at the business, and people tend to use different filters (aka glasses or hats) for this purpose. Simple relationships between the various facts are ideal, though uncommon. There’s a chain of causality that may trigger a certain change, though more likely one deals with a networked structure of cause-effect relationships. The world is more complex than we (can} imagine. We try to focus on the aspects we are aware of, respectively consider as important. However, in a complex world also small variations in certain areas can shift the overall weight to aspects outside of our focus, influence or area of responsibility. Quite often, what we don’t know is more important than what we know!

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🧭Business Intelligence: Perspectives (Part 28: Cutting through Complexity)

Business Intelligence Series

Independently of the complexity of the problems, one should start by framing the problem(s) correctly and this might take several steps and iterations until a foundation is achieved, upon which further steps can be based. Ideally, the framed problem should reflect reality and should provide a basis on which one can build something stable, durable and sustainable. Conversely, people want quick low-cost fixes and probably the easiest way to achieve this is by focusing on appearances, which are often confused with more.

In many data-related contexts, there’s the tendency to start with the "solution" in mind, typically one or more reports or visualizations which should serve as basis for further exploration. Often, the information exchange between the parties involved (requestor(s), respectively developer(s)) is kept to a minimum, though the formalized requirements barely qualify for the minimum required. The whole process starts with a gap that can create further changes as the development process progresses, with all the consequences deriving from this: the report doesn’t satisfy the needs, more iterations are needed - requirements’ reevaluation, redesign, redevelopment, retesting, etc.

The poor results are understandable, all parties start with a perspective based on facts which provide suboptimal views when compared with the minimum basis for making the right steps in the right direction. That’s not only valid for reports’ development but also for more complex endeavors – data models, data marts and warehouses, and other software products. Data professionals attempt to bridge the gaps by formalizing and validating the requirements, building mock-ups and prototypes, testing, though that’s more than many organizations can handle!

There are simple reports or data visualizations for which not having prior knowledge of the needed data sources, processes and the business rules has a minimal impact on the further steps of the processes involved in building the final product(s). However, "all generalizations are false" to some degree, and there’s a critical point after which minimal practices tend to create more waste than companies can afford. Consequently, applying the full extent of the processes can lead to waste when the steps aren’t imperative for the final product.

Even if one is aware of all the implications, one’s experience and the application of best practices doesn’t guarantee the quality of the results as long as some kind of novelty, unknown, fuzziness or complexity is involved. Novelty can appear in different ways – process, business rules, data or problem formulations, particularities that aren’t easily perceived or correctly understood. Each important minor piece of information can have an exponential impact under the wrong circumstances.

The unknown can encompass novelty, though can be also associated with the multitude of facts not explicitly and/or directly considered. "The devil is in details" and it’s so easy for important or minor facts to remain hidden under the veil of suppositions, expectations, respectively under the complex and fuzzy texture of logical aspects. Many processes operate under strict rules, though there are various consequences, facts or unnecessary information that tend to increase the overall complexity and fuzziness.

Predefined processes, procedures and practices can help cut and illuminate through this complex structure associated with the various requirements and aspects of problems. Plunging headfirst can be occasionally associated with the need to evaluate what is known and unknown from facts and data’s perspective, to identify the gaps and various factors that can weigh in the final solution. Unfortunately, too often it’s nothing of this!  

Besides the multitude of good/best practices and problem-solving approaches, all one has is his experience and intuition to cut through the overall complexity. False steps are inevitable for finding the approachable path(s) from the requirements to the solution.

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🧩IT: Idioms, Sayings, Proverbs and Other Words of Wisdom

In IT setups one can hear many idioms, sayings and other type of words of wisdom that make the audience smile, even if some words seem to rub salt in the wounds. These are some of the idioms met in IT meetings or literature. Frankly, it's worth to write more about each of them, and this it the purpose of the "project". 

"A bad excuse is better than none"

"A bird in the hand is worth two in the bush": a working solution is worth more than hypothetically better solutions. 

"A drowning man will clutch at a straw": a drowning organization will clutch to the latest hope

"A friend in need (is a friend indeed)": 

"A journey of a thousand miles begins with a single step"

"A little learning is a dangerous thing"

"A nail keeps a shoe, a shoe a horse, a horse a man, a man a castle" (cca 1610): A nail keeps the shoe

"A picture is worth a thousand words"

"A stitch in time (saves nine)"

"Actions speak louder than words"

"All good things must come to an end"

"All generalizations are false" [attributed to Mark Twain, Alexandre Dumas (Père)]: Cutting though Complexity

"All the world's a stage, And all [...] merely players": A look forward

"All roads lead to Rome"

"All is well that ends well"

"An ounce of prevention is worth a pound of cure"

"Another day, another dollar"

"As you sow so shall you reap"

"Beauty is in the eye of the beholder"

"Better late than never": SQL Server and Excel Data

"Better safe than sorry": Deleting obsolete companies

"Big fish eat little fish"

"Better the Devil you know (than the Devil you do not)": 

"Calm seas never made a good sailor"

"Count your blessings"

"Dead men tell no tales"

"Do not bite the hand that feeds you"

"Do not change horses in midstream"

"Do not count your chickens before they are hatched"

"Do not cross the bridge till you come to it"

"Do not judge a book by its cover"

"Do not meet troubles half-way"

"Do not put all your eggs in one basket"

"Do not put the cart before the horse"

"Do not try to rush things; ignore matters of minor advantage" (Confucius): A tale of two cities II

"Do not try to walk before you can crawl"

"Doubt is the beginning, not the end, of wisdom"

"Easier said than done"

"Every cloud has a silver lining"

"Every little bit helps"

"Every picture tells a story"

"Failing to plan is planning to fail": Planning correctly misunderstood...

"Faith will move mountains"

"Fake it till you make it"

"Fight fire with fire"

"First impressions are the most lasting"

"First things first": Ways of looking at data

"Fish always rots from the head downwards"

"Fools rush in (where angels fear to tread)" (Alexander Pope, "An Essay on Criticism", cca. 1711): A tale of two cities II

"Half a loaf is better than no bread"

"Haste makes waste"

"History repeats itself"

"Hope for the best, and prepare for the worst"

"If anything can go wrong, it will" (Murphy's law)

"If it ain't broke, don't fix it.": Approaching a query

"If you play with fire, you will get burned"

"If you want a thing done well, do it yourself"

"Ignorance is bliss"

"Imitation is the sincerest form of flattery"

"It ain't over till/until it's over"

"It is a small world"

"It is better to light a candle than curse the darkness"

"It is never too late": A look back, All-knowing developers are back...

"It's a bad plan that admits of no modification." (Publilius Syrus): Planning Correctly Misunderstood I

"It’s not an adventure until something goes wrong." (Yvon Chouinard): Documentation - Lessons learned

"It is not enough to learn how to ride, you must also learn how to fall"

"It takes a whole village to raise a child"

"It will come back and haunt you"

"Judge not, that ye be not judged"

"Kill two birds with one stone"

"Knowledge is power, guard it well"

"Learn a language, and you will avoid a war" (Arab proverb)

"Less is more"

"Life is what you make it"

"Many hands make light work"

"Moderation in all things"

"Money talks"

"More haste, less speed"

"Necessity is the mother of invention"

"Never judge a book by its cover"

"Never say never"

"Never too old to learn"

"No man can serve two masters"

"No pain, no gain"

"No plan ever survived contact with the enemy.' (Carl von Clausewitz): Planning Correctly Misunderstood I

"Oil and water do not mix"

"One-man show": series

"One man's trash is another man's treasure"

"One swallow does not make a summer"

"Only time will tell": The Software Quality Perspective and AI, Microsoft Fabric, It’s all about Partnership II, Access vs. LightSwitch

"Patience is a virtue"

"Poke the bear": Mea Culpa - A Look Forward

"Practice makes perfect"

"Practice what you preach"

"Prevention is better than cure"

"Rules were made to be broken"

"Seek and ye shall find"

"Some are more equal than others" (George Orwell, "Animal Farm")

"Spoken words fly away, written words remain." ["Verba volant, scripta manent"]: Documentation - Lessons learned

"Strike while the iron is hot"

"Technology is dead": Dashboards Are Dead & Other Crap, programming is dead

"The best defense is a good offense"

"The bets are off":  A look forward

"The bigger they are, the harder they fall"

"The devil is in the detail": Copilot Stories Part IV, Cutting through Complexity, More on SQL Databases, The Analytics Marathon, The Choice of Tools in PM, Who Messed with My Data?, 

"The die is cast"

"The exception which proves the rule"

"The longest journey starts with a single step"

"The pursuit of perfection is a fool's errand"

"There are two sides to every question"

"There is no smoke without fire"

"There's more than one way to skin a cat" (cca. 1600s)

"There is no I in team"

"There is safety in numbers"

"Those who do not learn from history are doomed to repeat it" (George Santayana)

"Time is money"

"To learn a language is to have one more window from which to look at the world" (Chinese proverb)[5

"Too little, too late"

"Too much of a good thing"

"Truth is stranger than fiction"

"Two birds with one stone": Deleting sequential data...

"Two heads are better than one": Pair programming

"Two wrongs (do not) make a right"

"United we stand, divided we fall"

"Use it or lose it"

"Unity is strength"

"Variety is the spice of life." (William Cowper)

"Virtue is its own reward"

"Well begun is half done"

"What does not kill me makes me stronger"

"Well done is better than well said"

"What cannot be cured must be endured"

"What goes around, comes around"

"When life gives you lemons, make lemonade"

"When the cat is away, the mice will play"

"When the going gets tough, the tough get going"

"Where there is a will there is a way"

"With great power comes great responsibility"

"Work expands so as to fill the time available"

"You are never too old to learn": All-Knowing Developers are Back in Demand?

"You can lead a horse to water, but you cannot make it drink"

"You cannot make an omelet without breaking eggs"

"(You cannot) teach an old dog new tricks"

"You must believe and not doubt at all": Believe and not doubt

"Zeal without knowledge is fire without light"

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References:
[1] Wikipedia (2024) List of proverbial phrases [link]