Two Schools of Thought

Marketing• Unlimited Access• No Data Requirements• Free Page Structure

Analytics• Pull Data• Create Visual• Distribute Reports

Establishing Control

• Establish Default User Role• Create a standard view• Support Your Users• Drive Behavior

Shift in Mindset

1. Data is Refreshed2. Users have access to data3. Support of the tool

Creating a Second Instance

Difference in Instances

Production

• Access = Participant• Unable to Load Data• Standard Page Structure• Data Refresh Set• Certified Reports

• Access = Custom Role• Unable to Load Data• Create Own Pages• Delayed Refresh• Reports not Official

Sales

Establishing A Workflow

Dataset Copy

Meeting With the User

• Each Meeting is Unique• Empower the User• Cater to their Schedule• Teach Best Practices

Best Practices

• Review Cards for Best Practices• Govern Production

Environment• Move Cards

Domo Admin Tool

Conclusion

Establish Control ExpandEmpower

Users

THANK YOU