CASE STUDY

Practical enablement: catalog, lineage, metrics & self‑service runway

Exec summary:  

 

Self-service doesn’t appear because you buy a tool. It appears when people own definitions and there’s a simple way to find and trust data. 

Here’s what worked for an e-commerce team: 

  • Rhythm reset → short check-ins to keep momentum, deeper advisory when stuck. 
  • Metric products + semantic-layer MVP → one team, a handful of KPIs, clear success criteria. 
  • Named leads → KPI governance and architecture/tooling. 
  • Targeted upskilling → catalog/lineage where it matters, cost practices on the platform. 

Outcome: more discoverability, clearer KPIs, and a practical path to GenBI quick enablement — without breaking what already works. 

Audience takeaway: We make analytics self‑service real — grounded in metric governance, access control, and a semantic layer your analysts can run. 

 

 Context:  

Company is modernizing on Databricks while nailing migrations, multiple BI tools, and growing AI ambitions. The team asked for help to make discoverability, lineage and metric governance real, not theoretical.

 Challenges (before we started): 

  • Metric inconsistency and limited discoverability; homemade catalog. 
  • Cross‑domain lineage missing; access management unclear. 
  • Fragmented BI tooling and no semantic‑layer know‑how. 
  • Steep learning curve and cost management on the platform. 

 What we did (advisory, training & coaching)

  • Reset the engagement rhythm: 30‑minute monthly check‑ins for progress; 1‑hour advisory for deep problem‑solving. 
  • Offered a workshop catalogue the team can run offline (Miro + guided slides) so advisory time solves the hard parts. 
  • Launched a Value & AI enablement session and set a 4‑month MVP plan for a semantic layer (target user group, priority metrics, success criteria). 
  • Named leads: KPI governance and architecture/tooling got dedicated leads, with clear scoping questions and POCs. 
  • Brought in external sparring for Databricks practices (e.g., cost management) and made a session on metric products, KPI governance and semantic layer including GenBI options. 

 Outcomes so far: 

  • The team reports higher visibility and trust in the data function; leadership appetite for DS/AI is rising. 
  • A pragmatic self‑service runway: who owns metrics, how the semantic layer will work, and which tools to test. 
  • Clear next sessions scheduled; BI consolidation options and access‑management approach on the table. 

 What made the difference: 

  • We kept it practical and people‑centred: lighter rhythms, tangible ownership, and targeted upskilling — so architecture and BI choices translates into adoption. 

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