🪙Business Intelligence: Issues (Just the Quotes)

"Charts and graphs are a method of organizing information for a unique purpose. The purpose may be to inform, to persuade, to obtain a clear understanding of certain facts, or to focus information and attention on a particular problem. The information contained in charts and graphs must, obviously, be relevant to the purpose. For decision-making purposes. information must be focused clearly on the issue or issues requiring attention. The need is not simply for 'information', but for structured information, clearly presented and narrowed to fit a distinctive decision-making context. An advantage of having a 'formula' or 'model' appropriate to a given situation is that the formula indicates what kind of information is needed to obtain a solution or answer to a specific problem." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"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)

"[…] dirt and stains are more noticeable on white or light-colored clothing. In the same way, dirty data and data quality issues have existed for a long time. But due to the inherent nature of operational data these issues have not been as visible or immense enough to affect the bottom line. Just as dark clothing hides spills and stains, dirty data have been hidden or ignored in operational data for decades." (Margaret Y Chu, "Blissful Data", 2004)

"Gauging the quality of the operational data becomes an important first step in predicting potential dirty data issues for an organization. But many organizations are reluctant to commit the time and expense to assess their data. Some organizations wait until dirty data issues blow up in their faces. The greater the pain being experienced, the bigger the commitment to improving data quality." (Margaret Y Chu, "Blissful Data", 2004)

"Visualization is an issue at the heart of good dashboard software. Good visualization can be the difference between information overload and information insight. Commonly used graphs (charts) are one example of visualization. However, present-day technology has raised the bar of visualization beyond commonplace charts and data widgets. The three key characteristics requiring evaluation within the area of visualization are: (1) Visual intelligence ( 2) Geographic mapping (3) Screen resolution." (Shadan Malik, "Enterprise Dashboards: Design and best practices for IT", 2005)

"Data governance is about putting people in charge of fixing and preventing data issues and using technology to help aid the process. Any time data is synchronized, merged, and exchanged, there have to be ground rules guiding this. Data governance serves as the method to organize the people, processes, and technologies for data-driven programs like data quality; they are a necessary part of any data quality effort." (Neera Bhansali, "Data Governance: Creating Value from Information Assets", 2014)

"Although performance measurement is often linked to tools such as scorecards, dashboards, performance targets, indicators and information systems, it would be naïve to consider the measurement of performance as just a technical issue. Indeed, measurement is often used as a way of attempting to bring clarity to complex and confusing situations." (Dina Gray et al, "Measurement Madness: Recognizing and avoiding the pitfalls of performance measurement", 2015)

"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 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)

"Any change in the reporting requirement had to go through a long-winded process of data model changes, ETL code changes, and respective changes to the reporting system. Often, the ETL process was a specialized skill and became a bottleneck for reducing data to insight turnover time. The nature of analytics is unique. The more you see the output, the more you demand. Many EDW projects were deemed a failure. The failure was not from a technical perspective, but from a business perspective. Operationally, the design changes required to cater to these fast-evolving requirements were too difficult to handle." (Pradeep Menon, "Data Lakehouse in Action", 2022)

"It is often said that data scientists and data analysts spend only 20% of their time doing data analysis work, with 80% consumed by data 'issues'. The bulk of their time is spent finding, evaluating, understanding, and preparing data before analysis can begin. A data catalog inverts this principle by enabling data analysts and data scientists to spend 20% of their time looking for data and 80% performing analysis." (Fadi Maali & Jason Lim, "Implementing a Modern Data Catalog to Power Data Intelligence: Make Trustworthy Data Central to Your Organization", 2022)

"The main challenges include relentlessly chasing data issues that include schema and quality changes (data drift). Sometimes, fixing these issues can cause outages and delays to existing jobs. This is tied tightly to the underlying infrastructure, process, and technology and can be vulnerable to any changes there. For example, a temporary glitch in the cloud ecosystem will result in a failure of the data pipeline." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Consumability is a very important requirement because it will directly affect the experience domain consumers will have in a streaming data mesh. If other domains cannot easily consume streaming data products, then they may opt out of the streaming data mesh and decide to build their own integrations by hand, bypassing any issues they encounter with the data mesh. Some factors to consider when ingesting data derivatives that will affect the consumability of other domains are as follows: (*) Lack of scalability (*) Lack of interoperability" (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Choosing the right data ingestion strategy is a significant business decision that partially determines how well your organization can leverage its data for business decision making and operations. The stakes are high; the wrong strategy can lead to poor data quality, performance issues, increased costs, and even regulatory compliance breaches." (James Serra, "Deciphering Data Architectures", 2024)

"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)

🪙Business Intelligence: Mistakes (Just the Quotes)

"Using data quality rules brings comprehensive data quality assessment from fantasy world to reality. However, it is by no means simple, and it takes a skillful skipper to navigate through the powerful currents and maelstroms along the way. Considering the volume and structural complexity of a typical database, designing a comprehensive set of data quality rules is a daunting task. The number of rules will often reach hundreds or even thousands. When some rules are missing, the results of the data quality assessment can be completely jeopardized, Thus the first challenge is to design all rules and make sure that they indeed identify all or most errors." (Arkady Maydanchik, "Data Quality Assessment", 2007)

"A common misconception about BI standardization is the assumption that all users must use the same tool. It would be a mistake to pursue this strategy. Instead, successful BI companies use the right tool for the right user. For a senior executive, the right tool might be a dashboard. For a power user, it might be a business query tool. For a call center agent, it might be a custom application or a BI gadget embedded in an operational application."(Cindi Howson, "Successful Business Intelligence: Secrets to making BI a killer App", 2008)

"Business intelligence tools can only present the facts. Removing biases and other errors in decision making are dynamics of company culture that affect how well business intelligence is used." (Cindi Howson, "Successful Business Intelligence: Secrets to making BI a killer App", 2008)

"The problem is when biases and inaccurate data also get filtered into the gut. In this case, the gut-feel decision making should be supported with objective data, or errors in decision making may occur." (Cindi Howson, "Successful Business Intelligence: Secrets to making BI a killer App", 2008

"Tests are sometimes mistaken with quality assurance. These two notions are not identical: 1) quality assurance ensures that the organization's processes are implemented and applied correctly; 2) testing identifies defects and failures, and provides information on the software and the risks associated with their release to the market." (Bernard Homes, "Fundamentals of Software Testing", 2012)

"[…] humans make mistakes when they try to count large numbers in complicated systems. They make even greater errors when they attempt - as they always do - to reduce complicated systems to simple numbers." (Zachary Karabell, "The Leading Indicators: A short history of the numbers that rule our world", 2014)

"Most discussions of decision making assume that only senior executives make decisions or that only senior executives' decisions matter. This is a dangerous mistake. Decisions are made at every level of the organization, beginning with individual professional contributors and frontline supervisors. These apparently low-level decisions are extremely important in a knowledge-based organization." (Zach Gemignani et al, "Data Fluency", 2014)

"Exploratory data analysis is the search for patterns and trends in a given data set. Visualization techniques play an important part in this quest. Looking carefully at your data is important for several reasons, including identifying mistakes in collection/processing, finding violations of statistical assumptions, and suggesting interesting hypotheses." (Steven S Skiena, "The Data Science Design Manual", 2017)

"A common mistake when implementing a data catalog is to focus only on technical metadata. This limits its use and the potential value. It also excludes business users who have valuable related input or need to use the catalog. A catalog should in fact function as a two-way translation layer between technical and business users." (Fadi Maali & Jason Lim, "Implementing a Modern Data Catalog to Power Data Intelligence: Make Trustworthy Data Central to Your Organization", 2022)

"Since data engineering is such a crucial field, you may be wondering who the main players are and what skill sets they possess. Building a data product involves several folks, all of whom need to come together with seamless handoffs to ensure a successful end product or service is created. It would be a mistake to create silos and increase both the number and complexity of integration points as each additional integration is a potential failure point." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"The problem of bad data has existed for a very long time. Data copies diverge as their original source changes. Copies get stale. Errors detected in one data set are not fixed in duplicate ones. Domain knowledge related to interpreting and understanding data remains incomplete, as does support from the owners of the original data." (Adam Bellemare, "Building an Event-Driven Data Mesh: Patterns for Designing and Building Event-Driven Architectures", 2023)

"Domain autonomy should not be mistaken for a lack of governance or accountability. Autonomy, in this context, implies a higher level of responsibility. Domains are free to act and accountable for their actions, especially regarding how well their data strategies align with domain-specific and broader organizational objectives." (Pradeep Menon, "Data Mesh Principles, patterns, architecture, and strategies for data-driven decision making", 2024)

♟️Strategic Management: Methods (Just the Quotes)

"The writer has found, in analyzing and diagnosing organization and accounting work, that charts can express more on one page than is sometimes expressed in several chapters of writing, and has been the author and originator of many methods of charting industrial expressions. It is necessary, as a first step, for analytical and other purposes, to make a chart expressing all of the relations governing the organization of a business so as to show the very foundation upon which all authorities, accounting, and business transactions are based and conducted. There have been more failures scored both personally and financially for lack of these very elements in a business than by reason of any other one thing. As well try to build a house without a foundation as to try to conduct a business, especially a manufacturing business, without proper organization." (Clinton E. Woods, "Organizing a factory", 1905)

"It is only through enforced standardization of methods, enforced adoption of the best implements and working conditions, and enforced cooperation that this faster work can be assured. And the duty of enforcing the adoption of standards and enforcing this cooperation rests with management alone." (Frederick W Taylor, "Principles of Scientific Management", 1911)

"Motion study is the science of eliminating wastefulness resulting from using unnecessary, ill-directed, and inefficient motions. The aim of motion study is to find and perpetuate the scheme of least waste methods of labor." (Frank B Gilbreth, "Primer of scientific management", 1912) 

"For any manager to utilize graphic methods for visualizing the vital facts of his business, in the first place it must be impressed upon his that the method will produce the results for him and then he must know how to get up a chart correctly, and last, but far from least, he must know what the essential facts of his business are. Charts, in themselves, mean little and like many another force for the accomplishment of good, if misdirected, may result unprofitably." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"Business executives cannot afford to ignore the merits of graphical representation which have for so long been accepted by the engineer and man of science. They must look behind the graphical method and study the conditions leading to the picture along with the picture itself. No business is too small to profit by an examination which shall analyze and scrutinize nor too large to ignore its possibilities. Each business must adjust the graphical methods to its own peculiarities and each diagram must be adjusted to the individual for whom it is prepared or the individual must be educated up to the use and importance of these methods of analysis." (William C Marshall, "Graphical methods for schools, colleges, statisticians, engineers and executives", 1921)

"Do not confuse objectives with methods. When the nation becomes substantially united in favor of planning the broad objectives of civilization, then true leadership must unite thought behind definite methods." (Franklin D Roosevelt, 1937)

"When an active individual of sound common sense perceives the sordid state of the world, desire to change it becomes the guiding principle by which he organizes given facts and shapes them into a theory. The methods and categories as well as the transformation of the theory can be understood only in connection with his taking of sides. This, in turn, discloses both his sound common sense and the character of the world. Right thinking depends as much on right willing as right willing on right thinking." (Max Horkheimer, "The Latest Attack on Metaphysics", 1937)

"The concern of OR with finding an optimum decision, policy, or design is one of its essential characteristics. It does not seek merely to define a better solution to a problem than the one in use; it seeks the best solution... [It] can be characterized as the application of scientific methods, techniques, and tools to problems involving the operations of systems so as to provide those in control of the operations with optimum solutions to the problems." (C West Churchman et al, "Introduction to Operations Research", 1957)

"Linking the basic parts are communication, balance or system parts maintained in harmonious relationship with each other and decision making. The system theory include both man-machine and interpersonal relationships. Goals, man, machine, method, and process are woven together into a dynamic unity which reacts." (George R Terry, "Principles of Management", 1960)

"The essential task of management is to arrange organizational conditions and methods of operations so that people can achieve their own goals best by directing their own efforts toward organizational objectives." (Douglas McGregor, "The Human Side of Enterprise", 1960)

"The unique feature of the decision tree is that it allows management to combine analytical techniques such as discounted cash flow and present value methods with a clear portrayal of the impact of future decision alternatives and events. Using the decision tree, management can consider various courses of action with greater ease and clarity. The interactions between present decision alternatives, uncertain events, and future choices and their results become more visible." (John F Magee, "Decision Trees for Decision Making", Harvard Business Review, 1964)

"The concept of leadership has an ambiguous status in organizational practice, as it does in organizational theory. In practice, management appears to be of two minds about the exercise of leadership. Many jobs are so specified in content and method that within very broad limits differences among individuals become irrelevant, and acts of leadership are regarded as gratuitous at best, and at worst insubordinate." (Daniel Katz & Robert L Kahn, "The Social Psychology of Organizations", 1966)

"For the scientist a model is also a way in which the human though processes can be amplified. This method often takes the form of models that can be programmed into computers. At no point, however, the scientist intend to loose control of the situation because off the computer does some of his thinking for him. The scientist controls the basic assumptions and the computer only derives some of the more complicated implications." (C West Churchman, "The Systems Approach", 1968)

"It is an axiom of program budgeting that the budget should facilitate the process of alternative methods of obtaining objectives." (Chester Wright, "Program Budgeting and Cost Benefit Analysis", 1969)

"Statistics is a body of methods and theory applied to numerical evidence in making decisions in the face of uncertainty." (Lawrence Lapin, "Statistics for Modern Business Decisions", 1973)

"Strategic planning is not the 'application of scientific methods to business decision' […] . It is the application of thought, analysis, imagination, and judgment. It is responsibility, rather than technique. […] Strategy planning is not forecasting. […] Strategic planning is necessary precisely because we cannot forecast. […] Strategic planning does nor deal with future decisions. It deals with the futurity of present decisions. […] Strategic planning is not an attempt to eliminate risk. It is not even an attempt to minimize risk." (Peter F Drucker, "Management: Tasks, Responsibilities, Practices", 1973)

"Perhaps the fault [for the poor implementation record for models] lies in the origins of managerial model-making - the translation of methods and principles of the physical sciences into wartime operations research. [...] If hypothesis, data, and analysis lead to proof and new knowledge in science, shouldn’t similar processes lead to change in organizations? The answer is obvious-NO! Organizational changes" (or decisions or policies) do not instantly pow from evidence, deductive logic, and mathematical optimization." (Edward B Roberts, "Interface", 1977)

"Someone adhering to the values of a corporate culture - an intelligent corporate citizen - will behave in consistent fashion under similar conditions, which means that managers don’t have to suffer the inefficiencies engendered by formal rules, procedures, and regulations. […] management has to develop and nurture the common set of values, objectives, and methods essential to the existence of trust. How do we do that? One way is by articulation, by spelling [them] out. […] The other even more important way is by example." (Andrew S Grove, "High Output Management", 1983)

"The formal structure of a decision problem in any area can be put into four parts:" (1) the choice of an objective function denning the relative desirability of different outcomes;" (2) specification of the policy alternatives which are available to the agent, or decisionmaker," (3) specification of the model, that is, empirical relations that link the objective function, or the variables that enter into it, with the policy alternatives and possibly other variables; and" (4) computational methods for choosing among the policy alternatives that one which performs best as measured by the objective function." (Kenneth Arrow, "The Economics of Information", 1984)

"A real challenge for some organizations is to build more qualitative information into their formal systems. One method used in some companies is to request a written narrative with each submission of statistics from the field. Another method is to hold periodic, indepth discussions involving several managers from different levels so that each can contribute whatever qualitative data are available to him." (Larry E Greiner et al, "Human Relations", 1986)

"Enterprise Engineering is not a single methodology, but a sophisticated synthesis of the most important and successful of today's change methods. 'Enterprise Engineering' first explains in detail all the critical disciplines (including continuous improvement, radical reinvention of business processes, enterprise redesign, and strategic visioning). It then illustrates how to custom-design the right combination of these change methods for your organization's specific needs." (James Martin, "The Great Transition, 1995)

"Enterprise Engineering is defined as that body of knowledge, principles, and practices having to do with the analysis, design, implementation and operation of an enterprise. In a continually changing and unpredictable competitive environment, the Enterprise Engineer addresses a fundamental question: 'how to design and improve all elements associated with the total enterprise through the use of engineering and analysis methods and tools to more effectively achieve its goals and objectives' [...]" (Donald H Liles, "The Enterprise Engineering Discipline", 1996)

"Change pressures arise from different sectors of a system. At times it is mandated from the top of a hierarchy, other times it forms from participants at a grass-roots level. Some changes are absorbed by the organization without significant impact on, or alterations of, existing methods. In other cases, change takes root. It causes the formation of new methods" (how things are done and what is possible) within the organization." (George Siemens, "Knowing Knowledge", 2006)

"It's not enough to be talented. It's not enough to work hard and to study late into the night. You must also become intimately aware of the methods you use to reach your decisions." (Garry Kasparov, "How Life Imitates Chess", 2007)

"The goal of enterprise architecture is to create a unified IT environment" (standardized hardware and software systems) across the firm or all of the firm's business units, with tight symbiotic links to the business side of the organization" (which typically is 90% of the firm […] at least by way of budget). More specifically, the goals are to promote alignment, standardization, reuse of existing IT assets, and the sharing of common methods for project management and software development across the organization." (Daniel Minoli, "Enterprise architecture A to Z: frameworks, business process modeling", 2008)

"Enterprise architecture [is] a coherent whole of principles, methods, and models that are used in the design and realisation of an enterprise's organisational structure, business processes, information systems, and infrastructure. […] The most important characteristic of an enterprise architecture is that it provides a holistic view of the enterprise. […] To achieve this quality in enterprise architecture, bringing together information from formerly unrelated domains necessitates an approach that is understood by all those involved from those different domains." (Marc Lankhorst, "Enterprise Architecture at Work: Modelling, Communication and Analysis", 2009)

🪙Business Intelligence: Schemas (Just the Quotes)

"A data warehouse follows a pre-built static structure to model source data. Any changes at the structural and configuration level must go through a stringent business review process and impact analysis. Data lakes are very agile. Consumption or analytical layer can be modified to fit in the model requirements. Consumers of a data lake are not constant; therefore, schema and modeling lies at the liberty of analysts and scientists." (Saurabh Gupta et al, "Practical Enterprise Data Lake Insights", 2018)

"Data management of the future must build in embracing change, by default. Rigid data modeling and querying languages that expect to put the system in a straitjacket of a never-changing schema can only result in a fragile and unusable analytics system. [...] The data management of the future must support managing and accessing data across multiple hosting platforms, by default." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"The main challenges include relentlessly chasing data issues that include schema and quality changes (data drift). Sometimes, fixing these issues can cause outages and delays to existing jobs. This is tied tightly to the underlying infrastructure, process, and technology and can be vulnerable to any changes there. For example, a temporary glitch in the cloud ecosystem will result in a failure of the data pipeline." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Data governance creates access controls between the data product producer and consumer and provides metadata like schema definitions and lineages. In some cases, mastered data along with reference data may be relevant to the implementation. Data governance allows us to create appropriate access controls for these resources as well." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Data products should remain stable and be decoupled from the operational/transactional applications. This requires a mechanism for detecting schema drift, and avoiding disruptive changes. It also requires versioning and, in some cases, independent pipelines to run in parallel, giving your data consumers time to migrate from one version to another." (Piethein Strengholt, "Data Management at Scale: Modern Data Architecture with Data Mesh and Data Fabric" 2nd Ed., 2023)

"Enforcing a schema at read time, instead of at write time, leads to a proliferation of what we call 'bad data'. The lack of write-time checks means that data written into HDFS may not adhere to the schemas that the readers are using in their existing work […]. Some bad data will cause consumers to halt processing, while other bad data may go silently undetected. While both of these are problematic, silent failures can be deadly and difficult to detect." (Adam Bellemare, "Building an Event-Driven Data Mesh: Patterns for Designing and Building Event-Driven Architectures", 2023)

"Modern data platforms leveraging ETL for analytics will always be consumers of data as they ingest data from various data sources. And as organizations continue to collect, process, and analyze data from a growing number of data sources, the ability to swiftly handle schema evolution and data validation is a critical aspect of any data platform. In this chapter you have seen how Delta Lake gives you flexibility to evolve a table’s schema through dynamic and explicit schema updates, while also enforcing schema validation." (Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"Schema evolution in Delta Lake refers to the ability to evolve the schema of a Delta table over time, while preserving the existing data in the table. In other words, schema evolution allows us to add, remove, or modify columns in an existing Delta table without losing any data or breaking any downstream jobs that depend on the table. This is important as your data and business needs change over time and you may need to add new columns to your table or modify the existing columns to support new use cases." (Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"Traditionally, data lakes have always operated under the principle of schema on read, but have always had challenges enforcing schema on write. This means there is no predefined schema when data is written to storage, and a schema is only adapted when the data is processed. It is imperative for the case of analytics and data platforms that your table formats enforce the schema on write to prevent introducing change-breaking processes, and to maintain proper data quality and integrity." (Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"A Data Lakehouse provides a unified platform for various data workloads, such as descriptive, predictive, and prescriptive analytics. It can handle structured and unstructured data and enforce schema at both read and write times, enabling traditional business intelligence tasks and advanced analytics on the same platform." (Pradeep Menon, "Data Mesh Principles, patterns, architecture, and strategies for data-driven decision making", 2024)

"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)

"At its core, observability rests on three fundamental pillars: metrics, logs, and traces. In the context of data systems, these pillars translate into quantitative measurements (such as data volume, processing latency, and schema changes), detailed event records (including data pipeline execution logs and error messages), and lineage traces that map the flow of data through interconnected processes. Together, they enable a granular and multidimensional understanding of data system behavior, facilitating not just detection but also rapid root-cause analysis." (William Smith, "Soda Core for Modern Data Quality and Observability: The Complete Guide for Developers and Engineers", 2025)

"Data Lakes embrace a schema-on-read approach, storing vast volumes of raw or lightly processed data in native formats with minimal upfront constraints. This design significantly enhances ingestion velocity and accommodates diverse, unstructured, or semi-structured datasets. However, enforcing data quality at scale becomes more complex, as traditional static constraints are absent." (William Smith, "Great Expectations for Modern Data Quality: The Complete Guide for Developers and Engineers", 2025) 

"For a metadata-driven approach to work, a metastore is crucial. A metastore is a (centralized) repository that stores metadata such as schema structures, source and target locations, ownership information, and usage details. The metastore also helps enforce data policies and rules, as metadata can be used to define and apply these policies project-wide. Additionally, a metastore facilitates sharing metadata across various tools and systems used in data management and engineering." (Piethein Strengholt, "Building Medallion Architectures: Designing with Delta Lake and Spark", 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)

🪙Business Intelligence: Data Sharing (Just the Quotes)

"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 governance policies must not enforce constraints on data - Data governance intends to control the level of democracy within the data lake. Its sole purpose of existence is to maintain the quality level through audits, compliance, and timely checks. Data flow, either by its size or quality, must not be constrained through governance norms. [...] Effective data governance elevates confidence in data lake quality and stability, which is a critical factor to data lake success story. Data compliance, data sharing, risk and privacy evaluation, access management, and data security are all factors that impact regulation." (Saurabh Gupta et al, "Practical Enterprise Data Lake Insights", 2018)

"A data product encapsulates more than just the data. It needs to contain all the structural components needed to manifest its baseline usability characteristics - discoverable, understandable, addressable, etc. - in an autonomous fashion, while continuing to share data in a compliant and secure manner." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"Data Mesh is a sociotechnical approach to share, access and manage analytical data in complex and large-scale environments - within or across organizations." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"In the case of data mesh, a data product is an architectural quantum. It is the smallest unit of architecture that can be independently deployed and managed. It has high functional cohesion, i.e., performing a specific analytical transformation and securely sharing the result as domain-oriented analytical data. It has all the structural components that it requires to do its function: the transformation code, the data, the metadata, the policies that govern the data, and its dependencies to infrastructure." (Zhamak Dehghani, "Data Mesh: Delivering Data-Driven Value at Scale", 2021)

"A data sharing data service shares data, in any format and any size, from multiple sources within an organization or other organizations. This type of service provides the required control to share data and allows data-sharing policies to be created. It also enables data sharing in a structured manner and offers complete visibility into how the data is shared and how it is used. A data-sharing system uses APIs for data sharing." (Pradeep Menon, "Data Lakehouse in Action", 2022)

"An API is an interface that allows applications to interact with an external service using a simple set of commands. Data can also be served as part of API interaction. As the data is exposed to multiple external services, API-based methods can scale to share data securely with external services. Data through an API is served in JSON format, therefore the technology used to serve the data using APIs should be able to support JSON formats. For example, a NoSQL database can store such data." (Pradeep Menon, "Data Lakehouse in Action", 2022)

"Each domain data lakehouse may opt to have its data catalog. However, the critical component in this architecture is the data mesh catalog. The data mesh catalog is the master catalog used to discover the data elements available in different nodes. Each domain-oriented node will donate its metadata to the data mesh catalog. This donation of metadata determines the effectiveness of the data mesh architecture. Once the metadata is contributed, other nodes can browse through the data mesh catalog. They can select the data of interest and mutually share data between the nodes through a governed data sharing process. The critical point to note here is that, unlike the hub-spoke architecture, the data mesh architecture enables data sharing between the 'spoke nodes'. There is no hub node in a data mesh architecture." (Pradeep Menon, "Data Lakehouse in Action", 2022)

"A data strategy must align with the business goals and overall framework of how data will be used and managed within an organization. It needs to include standards for how data will be discovered, integrated, accessed, shared, and protected. It needs to address how data will meet regulatory compliance policies, Master Data Management, and data democratization. There needs to be an assurance that both data and metadata have a quality control framework in place to achieve data trust. A data strategy needs to have a clear path on how an organization will accomplish data monetization." (Sonia Mezzetta, "Principles of Data Fabric: Become a data-driven organization by implementing Data Fabric solutions efficiently", 2023)

"Data lineage is the path the data took from its source origin, the stops it made along the way, and its destination. This includes information on all the systems it passed through, how it was cleansed, what it was enriched with, and how it was secured. Capturing all that metadata is difficult because many of those systems and applications don’t share information. It’s up to you to assemble the data’s path by pulling metadata from all those systems/applications and assembling them in hopes that you find the path your data took from its current location (destination) to its source system. Lineage is probably the hardest piece of metadata to acquire for either streaming or batching data pipelines." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"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)

"Since domains are used to create data products, and sharing data products across many domains ultimately builds a mesh of data, we need to ensure that the data being served follows some guidelines. Data governance involves creating and adhering to a set of global rules, standards, and policies applied to all data products and their interfaces to ensure a collaborative and interoperable data mesh community. These guidelines must be agreed upon among the participating data mesh domains." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Federation is about providing autonomy to each data product owner to make their own decisions about the storage, computing, and sharing of data. However, this autonomy cannot come at a risk to the security and compliance standards of the company." (Aniruddha Deswandikar, "Engineering Data Mesh in Azure Cloud", 2024)

"When data is considered a product, it creates opportunities for collaboration across different domains. This collaboration involves working with other teams to create, share, and use data products that span multiple areas of expertise, interest, or value. Data Mesh promotes cross-domain collaboration by focusing on the consumers rather than the producers. Data products are made available through standardized interfaces and protocols that support various modes of consumption and are governed by domain experts who understand the context and nuances of their data." (Pradeep Menon, "Data Mesh Principles, patterns, architecture, and strategies for data-driven decision making", 2024)

"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)

"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)

"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)

🪙Business Intelligence: Predictive Analytics (Just the Quotes)

"Put simply, statistics is a range of procedures for gathering, organizing, analyzing and presenting quantitative data. […] Essentially […], statistics is a scientific approach to analyzing numerical data in order to enable us to maximize our interpretation, understanding and use. This means that statistics helps us turn data into information; that is, data that have been interpreted, understood and are useful to the recipient. Put formally, for your project, statistics is the systematic collection and analysis of numerical data, in order to investigate or discover relationships among phenomena so as to explain, predict and control their occurrence." (Reva B Brown & Mark Saunders, "Dealing with Statistics: What You Need to Know", 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) 

"Most statistical models assume error free measurement, at least of independent (predictor) variables. However, as we all know, measurements are seldom if ever perfect. Particularly when dealing with noisy data such as questionnaire responses or processes which are difficult to measure precisely, we need to pay close attention to the effects of measurement errors. Two characteristics of measurement which are particularly important in psychological measurement are reliability and validity." (Clay Helberg, "Pitfalls of Data Analysis (or How to Avoid Lies and Damned Lies)", 1995)

"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)

"Any presentation of data, whether a simple calculated metric or a complex predictive model, is going to have a set of assumptions and choices that the producer has made to get to the output. The more that these can be made explicit, the more the audience of the data will be open to accepting the message offered by the presenter." (Zach Gemignani et al, "Data Fluency", 2014)

"It is important to remember that predictive data analytics models built using machine learning techniques are tools that we can use to help make better decisions within an organization and are not an end in themselves. It is paramount that, when tasked with creating a predictive model, we fully understand the business problem that this model is being constructed to address and ensure that it does address it." (John D Kelleher et al, "Fundamentals of Machine Learning for Predictive Data Analytics: Algorithms, worked examples, and case studies", 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)

"One important thing to bear in mind about the outputs of data science and analytics is that in the vast majority of cases they do not uncover hidden patterns or relationships as if by magic, and in the case of predictive analytics they do not tell us exactly what will happen in the future. Instead, they enable us to forecast what may come. In other words, once we have carried out some modelling there is still a lot of work to do to make sense out of the results obtained, taking into account the constraints and assumptions in the model, as well as considering what an acceptable level of reliability is in each scenario." (Jesús Rogel-Salazar, "Data Science and Analytics with Python", 2017)

"The first myth is that prediction is always based on time-series extrapolation into the future (also known as forecasting). This is not the case: predictive analytics can be applied to generate any type of unknown data, including past and present. In addition, prediction can be applied to non-temporal (time-based) use cases such as disease progression modeling, human relationship modeling, and sentiment analysis for medication adherence, etc. The second myth is that predictive analytics is a guarantor of what will happen in the future. This also is not the case: predictive analytics, due to the nature of the insights they create, are probabilistic and not deterministic. As a result, predictive analytics will not be able to ensure certainty of outcomes." (Prashant Natarajan et al, "Demystifying Big Data and Machine Learning for Healthcare", 2017)

"Data scientists have extensive backgrounds in computer science, coding, machine learning, and statistics. Such an extensive background takes a long time to develop and is usually highly compensated. This has posed a tremendous barrier to many organizations. But this isn’t the only problem with relying solely on data experts. As organizations become more advanced, they are becoming more interested in using data to predict future outcomes. Merely relying on data from the past won’t suffice. Businesses must be forward thinking in how they collect their data to best serve predictive analytics. This means the employees who collect the data (e.g., those rating performance or creating and administering an engagement survey) need to understand how those data will later be analyzed." (Shonna D Watters et al, "The Practical Guide for HR Analytics: Using data to inform, transform, and empower HR decisions", 2019)

"Advanced analytics pivots around machine learning methods. Machine learning employs statistical learning methods to perform analysis on data. These statistical methods utilize algorithms that predict what may happen based on historical data or extract complex mathematical relationships from data to generate insights." (Pradeep Menon, "Data Lakehouse in Action", 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)

"A Data Lakehouse provides a unified platform for various data workloads, such as descriptive, predictive, and prescriptive analytics. It can handle structured and unstructured data and enforce schema at both read and write times, enabling traditional business intelligence tasks and advanced analytics on the same platform." (Pradeep Menon, "Data Mesh Principles, patterns, architecture, and strategies for data-driven decision making", 2024)

"Predictive analytics, involves the use of data, statistical algorithms, and machine learning techniques to identify the likelihood of future outcomes based on historical data. Neural networks, with their remarkable ability to learn and model complex patterns, have become the backbone of modern forecasting methods. Their application ranges from predicting consumer behavior in retail to forecasting the stock market trends, from anticipating weather patterns to foreseeing potential healthcare outbreaks." (Hayden Van Der Post, "Neural Network: Mastering the Art of Algorithmic Trading", 2024)

"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)

🪙Business Intelligence: Data Silos (Just the Quotes)

"Silos are everywhere. […] Silos are common because they are simple, reliable, and unambiguous." (Scott Rosenberg, "Dreaming in Code", 2007)

"Data mart: A subset of a data warehouse that’s usually oriented to a business group or process rather than enterprise-wide views. They have value as part of the overall enterprise data architecture, but can cause problems when they sprout uncontrolled as data silos with their own data definitions, creating data shadow systems." (Rick Sherman, "Business Intelligence Guidebook: From Data Integration to Analytics, 2015)

"Data marts promised to be quicker and cheaper to build, and provided many more benefits - including the benefit of actually being able to finish building them! The data mart was primarily a backlash to the big, cumbersome CDW projects, with the key difference being that its scope was limited to a single business group rather than the entire enterprise. Of course, that shortcut did speed things up, but at the expense of obtaining agreement on consistent data definitions, thereby guaranteeing data silos." (Rick Sherman, "Business Intelligence Guidebook: From Data Integration to Analytics, 2015)

"A data silo is an isolated source of data that is only accessible to a single line of business (LOB) or department. It leads to inefficiencies, wasted resources, and obstacles in the form of incomplete data profiles and the inability to construct deep insights. [...] On the other hand, a data swamp is a large body of data that is ungoverned and unreliable. It is hard to find data and even harder to use it, which is why it's often used out of context. This is the opposite of data silos in the sense that the data is there and has been brought together, but because it has been done without adequate process and policy, it is as good as not being there. That would be a wasted investment." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Since data engineering is such a crucial field, you may be wondering who the main players are and what skill sets they possess. Building a data product involves several folks, all of whom need to come together with seamless handoffs to ensure a successful end product or service is created. It would be a mistake to create silos and increase both the number and complexity of integration points as each additional integration is a potential failure point." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Data silos often start to develop as the gap between data engineering activities and data science activities begins to grow. Data scientists frequently spend the majority of their time creating separate ETL and data pipelines that clean and transform data and prepare it into features for their models. These silos usually develop because the tools and technologies used for data engineering don’t support the same activities for data scientists." (Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"Definition of data and AI governance policies, rules, and classifications is critical to break down data silos, allow for a uniform data consumption, and prevent misuse of data. It includes monitoring of compliance and enforcement of data and AI rules and policies on an ongoing basis, as well as ensuring compliance with regulations and laws." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"Where Data Mesh differs from Data Fabric is that it has fixed requirements for the Self-Service platform focused on organizing and managing Data Products by business domain. Another difference is Data Fabric supports managing data as an asset and as a product. A Data Product can be composed of assets that have been governed and managed in a Data Fabric architecture. Data Fabric does not have these fixed requirements, although it inherently supports isolating data and Data Governance enforcement via metadata by business domain. You can think of a Data Mesh Self-Service data platform as supporting separate, independent companies (business domains), although the key criteria are that it does not create data silos and attains data sharing across these companies in a secure, quick, and easy manner. In Data Mesh, Data Products are created and managed by federated business domains and a data platform requires capabilities that enable data and policy federation. This is where a Data Fabric solution can also address Data Mesh’s requirements." (Sonia Mezzetta, "Principles of Data Fabric: Become a data-driven organization by implementing Data Fabric solutions efficiently", 2023)

"Consider data silos. Data silos hinder data accessibility and collaboration, making it difficult to gain a holistic view and leverage the full potential of the available data. They present a real, present, and formidable challenge that almost all data practitioners experience in modern enterprises. Data silos, much like isolated islands in an immense ocean, are repositories of data that are confined within specific departments or systems, disconnected from the broader organizational data landscape. This segregation results in a fragmented data ecosystem, where valuable insights remain untapped, and the collective intelligence of the enterprise is underutilized." (Jean-Georges Perrin & Eric Broda, "Implementing Data Mesh: Principles and Practice to Design, Build, and Implement Data Mesh", 2024)

"Data Mesh advocates for domain-driven ownership of data, enabling individual teams to manage and share their data effectively while aligning with the overall organizational objectives. By embracing this paradigm, enterprises can gradually dismantle the barriers of data silos, paving the way for a more integrated, agile, and data-centric organizational culture." (Jean-Georges Perrin & Eric Broda, "Implementing Data Mesh: Principles and Practice to Design, Build, and Implement Data Mesh", 2024

"Federated computational governance is essential for maintaining consistency and compatibility across the Data Mesh. It ensures that despite the decentralized nature of data ownership, there is a unified framework governing how data is managed, used, and shared. This unified approach is crucial in preventing data silos, ensuring data interoperability, and maintaining the overall integrity of the data ecosystem." (Jean-Georges Perrin & Eric Broda, "Implementing Data Mesh: Principles and Practice to Design, Build, and Implement Data Mesh", 2024)

"Promoting domain-oriented ownership is to combat the common problem of organizational silos. Silos can significantly hinder the free flow of data and expertise, making decision-making and innovation more challenging. We aim to break down these barriers by advocating for domain-oriented ownership and creating a more dynamic and collaborative data management landscape." (Pradeep Menon, "Data Mesh Principles, patterns, architecture, and strategies for data-driven decision making", 2024)

"The ramifications of data silos extend beyond mere inefficiencies; they actively hinder collaboration and innovation within an organization. When data is trapped in silos, it becomes difficult for teams to access the information they need to collaborate effectively. This lack of accessibility and visibility leads to duplicated efforts, inconsistent data practices, and a general sense of organizational disjointedness." (Jean-Georges Perrin & Eric Broda, "Implementing Data Mesh: Principles and Practice to Design, Build, and Implement Data Mesh", 2024)

"[...] organizations are working to unify the data silos that often exist across their data ecosystem. Some are doing this through a centralized physical approach, such as implementing a data lakehouse pattern, which allows them to store and manage all types of data in one place. Many lakehouse implementations such as those from vendors such as Snowflake and Databricks have evolved into what is often referred to as the modern data platform. This is an architectural pattern that combines the lakehouse with tightly integrated tools for data ingestion, transformation, analytics, observability, and governance. This pattern reflects a shift toward cloud-native architectures that are designed to support end-to-end data workflows with scalability and flexibility." (Fern Halper, "Data Makes the World Go 'Round", 2026)

🔭Data Science: Graphs (Just the Quotes)

"A semantic network or net represents knowledge as a net-like graph. An idea, event, situation or object almost always has a composite structure; this is represented in a semantic network by a corresponding structure of nodes (drawn as circles or boxes) representing conceptual units, and directed links (drawn as arrows between the nodes) representing the relations between the units. […] An abstract (graph-theoretic) network can be diagrammed, defined mathematically, programmed in a computer, or hard-wired electronically. It becomes semantic when you assign a meaning to each node and link. Unlike specialized networks and diagrams, semantic networks aim to represent any kind of knowledge which can be described in natural language. A semantic network system includes not only the explicitly stored net structure but also methods for automatically deriving from that a much larger structure or body of implied knowledge." (Fritz Lehman, "Semantic Networks", Computers & Mathematics with Applications Vol. 23 (2-5), 1992)

"The essential idea of semantic networks is that the graph-theoretic structure of relations and. abstractions can be used for inference as well as understanding. […] A semantic network is a discrete structure as is any linguistic description. Representation of the continuous 'outside world' with such a structure is necessarily incomplete, and requires decisions as to which information is kept and which is lost." (Fritz Lehman, "Semantic Networks",  Computers & Mathematics with Applications Vol. 23 (2-5), 1992)

"A graph enables us to visualize a relation over a set, which makes the characteristics of relations such as transitivity and symmetry easier to understand. […] Notions such as paths and cycles are key to understanding the more complex and powerful concepts of graph theory. There are many degrees of connectedness that apply to a graph; understanding these types of connectedness enables the engineer to understand the basic properties that can be defined for the graph representing some aspect of his or her system. The concepts of adjacency and reachability are the first steps to understanding the ability of an allocated architecture of a system to execute properly." (Dennis M Buede, "The Engineering Design of Systems: Models and methods", 2009)

"Graphs can embed complex semantic representations in a compact form. As such, modeling data as networks of related entities is a powerful mechanism for analytics, both for visual analyses and machine learning. Part of this power comes from performance advantages of using a graph data structure, and the other part comes from an inherent human ability to intuitively interact with small networks." (Benjamin Bengfort et al, "Applied Text Analysis with Python: Enabling Language-Aware Data Products with Machine Learning", 2018)

"In Exploiting semantic knowledge graphs can support interpretability and explainability of nearly all AI model types (including DL models) by discovering and depicting semantic and non-obvious relationships or depicting an ML model in a simplified and more readable, explainable way., a Data Mesh solution organizes data around business domain owners and transforms relevant data assets (data sources) to data products that can be consumed by distributed business users from various business domains or functions. These data products are created, governed, and used in an autonomous, decentralized, and self-service manner. Self-service capabilities, which we have already referenced as a Data Fabric capability, enable business organizations to entertain a data marketplace with shopping-for-data characteristics." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"[...] a graph is a mathematical model that is used for describing relationships between entities. However, each complex network presents intrinsic properties. Such properties can be measured by particular metrics, and each measure may characterize one or several local and global aspects of the graph." (Aldo Marzullo et al, "Graph Machine Learning" 2nd Ed., 2025)

"Although creating simple subgraphs and merging them is a way to generate new graphs of increasing complexity, networks may also be generated by means of probabilistic models   and/or generative models that let a graph grow by itself. Such graphs usually share   interesting properties with real networks and have long been used to create benchmarks and synthetic graphs, especially in times when the amount of data available was not as overwhelming as today." (Aldo Marzullo et al, "Graph Machine Learning" 2nd Ed., 2025)

"As with many other deep learning-based approaches, another major challenge is in interpretability. While knowledge graphs provide a structured and transparent way to store relationships, LLMs operate as a black box, making it difficult to understand how specific outputs are generated. [...] Data alignment is also a key issue, as structured knowledge graphs and unstructured text data must be carefully preprocessed to ensure consistency.  Differences in data formats, ontology mismatches, and information redundancy can create inefficiencies when integrating these two paradigms. Developing robust pipelines that seamlessly connect graph-based insights with LLM-generated text remains an open challenge." (Aldo Marzullo et al, "Graph Machine Learning" 2nd Ed., 2025)

"Graph analytics is generally very effective in clustering users, merchants, and communities to provide an effective implementation of behavior analytics. On the other hand, second-party fraud can be identified with the implementation of monitoring employee behavior, as well as compliance checks. Graph analytics can indeed be useful for these use cases. Similar to the first-party models, employee behavior can also be analyzed using graph machine learning, although the dataset may need to encode a number of other sources of information besides transactional data. From a compliance standpoint, process mining techniques that still rely on a graph representation of the various procedural steps/pathways can be effective in identifying fraudulent behavior or non-compliant processes. Finally, third-party fraud, especially in the form of phishing attacks, can also be addressed using graph machine learning. In this context, understanding the network from which the phishing attack comes as well as the URLs being used (which can also benefit from a graph representation) can be critical for building an effective phishing classifier." (Aldo Marzullo et al, "Graph Machine Learning" 2nd Ed., 2025)

"The concept of temporal graphs is useful in all the real-world problems that can be represented as a graph, where the nodes and edges of the graph may change over time. For example, temporal graphs are extensively applied in modeling social networks. By capturing the evolving relationships between individuals, temporal graphs enable a more accurate representation of social dynamics. This is particularly useful for predicting changes in friendships, community structures, and the information diffusion over time." (Aldo Marzullo et al, "Graph Machine Learning" 2nd Ed., 2025)

🪙Business Intelligence: Persuation (Just the Quotes)

"In many presentations it is not a question of saving time to the reader but a question of placing the arguments in such form that results may surely be obtained. For matters affecting public welfare, it is hard to estimate the benefits which may accrue if a little care be used in presenting data so that they will be convincing to the reader." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"There is a magic in graphs. The profile of a curve reveals in a flash a whole situation - the life history of an epidemic, a panic, or an era of prosperity. The curve informs the mind, awakens the imagination, convinces." (Henry D Hubbard [in William Brinton's "Graphic Presentation", 1939])

"Charts and graphs are a method of organizing information for a unique purpose. The purpose may be to inform, to persuade, to obtain a clear understanding of certain facts, or to focus information and attention on a particular problem. The information contained in charts and graphs must, obviously, be relevant to the purpose. For decision-making purposes. information must be focused clearly on the issue or issues requiring attention. The need is not simply for 'information', but for structured information, clearly presented and narrowed to fit a distinctive decision-making context. An advantage of having a 'formula' or 'model' appropriate to a given situation is that the formula indicates what kind of information is needed to obtain a solution or answer to a specific problem." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"The more complex the shape of any object. the more difficult it is to perceive it. The nature of thought based on the visual apprehension of objective forms suggests, therefore, the necessity to keep all graphics as simple as possible. Otherwise, their meaning will be lost or ambiguous, and the ability to convey the intended information and to persuade will be inhibited." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"To see is to reason. Thus, the use of visual forms of communication has great potential for influencing what a person thinks. Graphic presentation is always much more than a way to present just facts or information. Rather, it is a way to influence thought, and, as such, graphics can be a powerful mode of persuasion." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Always bear in mind that the purposes of any chart are (1) to help gather, organize or visualize the facts; (2) to aid in analyzing them; (3) to help in developing the better method and evaluating it; (4) to assist in convincing management of the improvement’s value." (Ben B Graham, "Detail Process Charting: Speaking the Language of Process", 2004)

"We need [graphic] techniques because figures do not speak for them. selves. Numbers alone seldom make a convincing case or polish their author's image - the twin goals of that other great mind bender, rhetoric. While rhetoric deals in qualitative argument, its quantitative equivalent is graphics. As rhetoric has declined in popularity, so graphics have risen along with our acceptance of quantitative arguments. In graphics, figures finally find their own means of expression." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"Oftentimes a statistical graphic provides the evidence for a plausible story, and the evidence, though perhaps only circumstantial, can be quite convincing. […] But such graphical arguments are not always valid. Knowledge of the underlying phenomena and additional facts may be required." (Howard Wainer, "Graphic Discovery: A trout in the milk and other visuals" 2nd, 2008)

"A persuasive visualization primarily serves the relationship between the designer and the reader. It is useful when the designer wishes to change the reader’s mind about something. It represents a very specific point of view, and advocates a change of opinion or action on the part of the reader. In this category of visualization, the data represented is specifically chosen for the purpose of supporting the designer’s point of view, and is presented carefully so as to convince the reader of same." (Noah Iliinsky & Julie Steel, "Designing Data Visualizations", 2011)

"An informative visualization primarily serves the relationship between the reader and the data. It aims for a neutral presentation of the facts in such a way that will educate the reader (though not necessarily persuade him). Informative visualizations are often associated with broad data sets, and seek to distill the content into a manageably consumable form." (Noah Iliinsky & Julie Steel, "Designing Data Visualizations", 2011)

"If you do succeed in persuading them, you’ve only done so on an intellectual basis. That’s not good enough, because people are not inspired to act by reason alone." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"First, from an ethos perspective, the success of your data story will be shaped by your own credibility and the trustworthiness of your data. Second, because your data story is based on facts and figures, the logos appeal will be integral to your message. Third, as you weave the data into a convincing narrative, the pathos or emotional appeal makes your message more engaging. Fourth, having a visualized insight at the core of your message adds the telos appeal, as it sharpens the focus and purpose of your communication. Fifth, when you share a relevant data story with the right audience at the right time (kairos), your message can be a powerful catalyst for change." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"The second rule of communication is to know what you want to achieve. Hopefully the aim is to encourage open debate, and informed decision-making. But there seems no harm in repeating yet again that numbers do not speak for themselves; the context, language and graphic design all contribute to the way the communication is received. We have to acknowledge we are telling a story, and it is inevitable that people will make comparisons and judgements, no matter how much we only want to inform and not persuade. All we can do is try to pre-empt inappropriate gut reactions by design or warning." (David Spiegelhalter, "The Art of Statistics: Learning from Data", 2019)

"Data visualization isn’t just about informing, it’s also about persuading." (Steve Wexler, "The Big Picture: How to use data visualization to make better decisions - faster", 2021)

"The lack of focus and commitment to color is a perplexing thing. When used correctly, color has no equal as a visualization tool - in advertising, in branding, in getting the message across to any audience you seek. Data analysts can make numbers dance and sing on command, but they sometimes struggle to create visually stimulating environments that convince the intended audience to tap their feet in time." (Kate Strachnyi, "ColorWise: A Data Storyteller’s Guide to the Intentional Use of Color", 2023)

🪙Business Intelligence: Transactions (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)

"More and more data is exchanged between the systems through real-time (or near real-time) interfaces. As soon as the data enters one database, it triggers procedures necessary to send transactions to Other downstream databases. The advantage is immediate propagation of data to all relevant databases. Data is less likely to be out-of-sync. [...] The basic problem is that data is propagated too fast. There is little time to verify that the data is accurate. At best, the validity of individual attributes is usually checked. Even if a data problem can be identified. there is often nobody at the other end of the line to react. The transaction must be either accepted or rejectcd (whatever the consequences). If data is rejected, it may be lost forever!" (Arkady Maydanchik, "Data Quality Assessment", 2007)

"Data lakes have been in existence for a while now, so their need is no longer questioned. What is more relevant is the specifics of the solution's implementation. Consolidating all the siloed data by itself does not constitute a data lake. However, it is a starting point. Layering in governance makes the data consumable and is a step toward a curated data lake. Big data systems provide scale out of the box but force us to make some accommodations for data quality. Age-old aspects of transactional integrity were compromised on a distributed system because it was very hard to maintain ACID compliance. Due to this, BASE properties were favored. All of this was moving the needle in the wrong direction and from pristine data lakes we were moving toward data swamps, where the data could not be trusted and hence insights that were generated on the data could not be trusted either." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"A Data Fabric needs to serve analytical and transactional data consumption patterns to, for instance, address MLOps, trustworthy AI, MDM, inferencing, IoT, edge, and 5G." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"Data products should remain stable and be decoupled from the operational/transactional applications. This requires a mechanism for detecting schema drift, and avoiding disruptive changes. It also requires versioning and, in some cases, independent pipelines to run in parallel, giving your data consumers time to migrate from one version to another." (Piethein Strengholt, "Data Management at Scale: Modern Data Architecture with Data Mesh and Data Fabric" 2nd Ed., 2023)

"Delta Lake brings capabilities such as transactional reliability and support for UPSERTs and MERGEs to data lakes while maintaining the dynamic horizontal scalability and separation of storage and compute of data lakes. Delta Lake is one solution for building data lakehouses, an open data architecture combining the best of data warehouses and data lakes." (Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"Like data lakes, the lakehouse architecture leverages low-cost cloud storage systems with the inherent flexibility and horizontal scalability of those systems. The goal of a lakehouse is to use existing high-performance data formats, such as Parquet, while also enabling ACID transactions (and other features). To add these capabilities, lakehouses use an open-table format, which adds features like ACID transactions, record-level operations, indexing, and key metadata to those existing data formats. This enables data assets stored on low-cost storage systems to have the same reliability that used to be exclusive to the domain of an RDBMS. Delta Lake is an example of an open-table format that supports these types of capabilities." (Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"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)

"When you leverage Delta Lake with Structured Streaming, you get both the transactional guarantees of Delta Lake and the powerful programming model of Apache Spark Structured Streaming. With Delta Lake, you can now use Delta tables as both streaming sources and sinks, enabling a continuous processing model that processes your data through the Raw, Bronze, Silver, and Gold data lake layers in a streaming fashion, eliminating the need for batch jobs, resulting in a simplified solution architecture."(Bennie Haelen & Dan Davis, "Delta Lake: Up and Running - Modern Data Lakehouse Architectures with Delta Lake", 2023)

"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)

🪙Business Intelligence: Delivery (Just the Quotes)

"Depending on the extent of the data quality issues, be careful about where you deploy BI. Without a reasonable degree of confidence in the data quality, BI should be kept in the hands of knowledge workers and not extended to frontline workers and certainly not to customers and suppliers. Deploy BI in this limited fashion as data quality issues are gradually exposed, understood, and ultimately, addressed. Don’t wait for every last data quality issue to be resolved; if you do, you will never deliver any BI capabilities, business users will never see the problem, and quality will never improve." (Cindi Howson, "Successful Business Intelligence: Secrets to making BI a killer App", 2008)

"If you give users with low data literacy access to a business query tool and they create incorrect queries because they didn’t understand the different ways revenue could be calculated, the BI tool will be perceived as delivering bad data." (Cindi Howson, "Successful Business Intelligence: Secrets to making BI a killer App", 2008)

"Apply DataOps principles to the development and delivery of data. DataOps is a best practice framework that accelerates the development of data and quality across its entire life cycle with high efficiency and quality. This is especially important when integrating data across distributed complex systems and environments." (Sonia Mezzetta, "Principles of Data Fabric: Become a data-driven organization by implementing Data Fabric solutions efficiently", 2023)

"Data Fabric is a distributed and composable architecture that is metadata and event driven. It’s use case agnostic and excels in managing and governing distributed data. It integrates dispersed data with automation, strong Data Governance, protection, and security. Data Fabric focuses on the Self-Service delivery of governed data." (Sonia Mezzetta, "Principles of Data Fabric: Become a data-driven organization by implementing Data Fabric solutions efficiently", 2023)

"Data management is the process of developing, implementing, and monitoring systems, procedures, and practices to deliver and enhance the value of data and assets throughout their lifecycle, while data and AI governance is defined as the exercise of authority and control during the management of data and assets." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"Data Mesh self-service capabilities are business- and domain-centric; they are geared toward building, delivering, and managing data products in a concrete business, domain, or industry context." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"While a Data Fabric is an architecture that facilitates the end-to-end integration of various data and AI pipelines across hybrid cloud environments through the use of intelligent and automated systems and applications, a Data Mesh should be seen as a solution, which is geared toward delivering data-as-a-product in an organizational federated approach." (Eberhard Hechler et al, "Data Fabric and Data Mesh Approaches with AI", 2023)

"A common pitfall in ML delivery is the horizontal slicing of work, where we sequentially deliver functional layers of a technical solution - e.g., data lake, ML platform, ML models, UX interfaces - from the bottom-up. This is a risky delivery approach because customers can only experience the product and provide valuable feedback after months and even years of significant engineering investment. In addition, horizontal slicing naturally leads to late integration issues when horizontal slices come together, increasing the risk of release delays." (David Tan et al,"Effective Machine Learning Teams: Best Practices for ML Practitioners", 2024)

"A transformative perspective offered by the Data Mesh is envisioning data as a product. This section underscores the significance of curating data with the meticulousness and vision akin to product development, ensuring it delivers tangible value to its consumers. The ripple effects of this paradigm shift, spanning roles, processes, and technologies, are also meticulously unpacked." (Pradeep Menon, "Data Mesh Principles, patterns, architecture, and strategies for data-driven decision making", 2024)

"If the product discipline is concerned with what we build and why, the delivery discipline speaks to how we execute our ideas. The mechanics of delivering an ML product involve multiple disciplines: delivery planning, engineering, product, ML, security, data, and so on. We use the term delivery here to refer to the delivery planning aspects of how we build ML solutions." (David Tan et al,"Effective Machine Learning Teams: Best Practices for ML Practitioners", 2024) 

"ML product delivery presents a unique challenge because business and customers may not know exactly what they need, or can expect, of an ML product - it’s hard to know a priori how well an ML system will perform with the data that we might curate. On one hand, we may go through product ideation but end up with an idea that is not technically achievable. On the other hand, we may not know what product features are even possible with ML before having done some experiments and seeing some working software." (David Tan et al,"Effective Machine Learning Teams: Best Practices for ML Practitioners", 2024)

"Refactoring is an essential habit of effective teams because it helps them regularly reduce technical debt and complexity, but without tests, refactoring is highly risky. Often, this leads teams to follow the path of least resistance - i.e., not refactoring - and the codebase becomes increasingly convoluted. As a result, executing on our ideas becomes harder and slower over time. On the other hand, the safety harness of comprehensive tests makes it easy for us to make a change, validate the change, and regularly reduce technical debt as we deliver new features." (David Tan et al,"Effective Machine Learning Teams: Best Practices for ML Practitioners", 2024)

🪙Business Intelligence: Duplicates (Just the Quotes)

"Data swamp, on the other hand, presents the devil side of a lake. A data lake in a state of anarchy is nothing but turns into a data swamp. It lacks stable data governance practices, lacks metadata management, and plays weak on ingestion framework. Uncontrolled and untracked access to source data may produce duplicate copies of data and impose pressure on storage systems." (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)

"The problem of bad data has existed for a very long time. Data copies diverge as their original source changes. Copies get stale. Errors detected in one data set are not fixed in duplicate ones. Domain knowledge related to interpreting and understanding data remains incomplete, as does support from the owners of the original data." (Adam Bellemare, "Building an Event-Driven Data Mesh: Patterns for Designing and Building Event-Driven Architectures", 2023)

"The ramifications of data silos extend beyond mere inefficiencies; they actively hinder collaboration and innovation within an organization. When data is trapped in silos, it becomes difficult for teams to access the information they need to collaborate effectively. This lack of accessibility and visibility leads to duplicated efforts, inconsistent data practices, and a general sense of organizational disjointedness." (Jean-Georges Perrin & Eric Broda, "Implementing Data Mesh: Principles and Practice to Design, Build, and Implement Data Mesh", 2024)

"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)

"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)

"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)