Self-Service Analytics Toolkit

Downloadable Resources, Instant Access

Manage relationships between the business and technology and effectively support the needs of the business and drive change through the use of data analytics, automation and digital transformation.

More Uses of the Self-Service Analytics Toolkit:

  • Provide guidance and thought leadership on analytical best practices to team members and business partners.

  • Ensure you recommend long term technology solutions to meet the business goals and strategic success of your organization.

  • Develop data governance, policies and procedures to ensure data integrity and compliance with corporate, SOX and other regulatory, audit and compliance standards and controls.

  • Govern: partner with your data engineering team to build requirements for data infrastructure necessary to facilitate efficient analysis and reporting.

  • Be certain that your organization participates in the Data and Analytics organization to assess data policies and procedures and document assets.

  • Manage work with stakeholders of all levels and functions to determine requirements for data preparation tools, controls requirements and new capabilities.

  • Govern: partner with product management team to drive requirements for new products and integrate data during product development.

  • Create, own, and prioritize a backlog of deliverables worked by the technology scrum teams to satisfy requirements.

  • Formulate: design and build data models to store the data in an easy to use format for reporting, dashboards, and self service analytics.

  • Be accountable for helping clients reach solutions by utilizing data management and operations, data quality and governance, cloud transformation, self service analytics and visualization, and data intelligence.

  • Ensure you develop intuitive data visualizations and tools to scale insights and enable self service analytics.

  • Steer: work directly with internal customers (at all levels) and engineers to identify data platform and visualization requirements and discover new areas of innovation.

  • Collaborate with data and analytics teams across AWS to leverage vast data sets, analytic tools, and other resources to advance the quality and timeliness of analysis.

  • Interact with other business units to understand data and needs for tools to manage tasks and goals through effective data integration.

  • Become the expert in business intelligence development with a focus on self service analytics.

  • Communicate project schedule variances, scope changes, risks and progress in status reports.

  • Make sure that your organization provides leadership to the IT Data Management Department in the areas of data warehousing, big data, business intelligence, data architecture, and other associated data related initiatives.

  • Consult with partners to develop metrics and reporting solutions that measure key inputs, outputs, and productivity of business operations.

  • Assure your organization leads and grows your organizations analytics center of excellence and work with business users to align analytics governance, guard rails to operationalize self service analytics.

  • Coordinate: mentor analytics team members and implement professional development plans for all members of the team.

  • Coordinate: scale the decision making capabilities of the business organization by establishing and rolling out self service analytics tools and capabilities.

  • Confirm your organization seeks opportunities to identify developmental needs of self and staff and takes appropriate action.

  • Assure your organization plans and organizes day to day IT Data Management department operations, schedule and activities.

  • Be accountable for coding and building data analytics tools in an efficient way to demonstrate the applicability of the technology to solve the business challenges that are presented.


Save time, empower your teams and effectively upgrade your processes with access to this practical Self-Service Analytics Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Self-Service Analytics related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Self-Service Analytics specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Self-Service Analytics Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Self-Service Analytics improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. How does the role of the controller change as your organization shifts its primary measurement system from a purely financial one to the balanced scorecard?

  2. Will the office of finance ever utilize new techniques like augmented analytics for automated data joining, data cleansing, and natural language generation?

  3. How does a new person, or for that matter a stakeholder, know what data elements to use, to derive a meaningful key performance indicator?

  4. How important is the goal of reducing time to value compared to the importance of achieving success with BI and analytics objectives?

  5. Does your organization have the right hierarchical structure to bring together functional resources at the right level?

  6. Will other server or usage aspects, as server virtualization or multiple concurrent users, affect performance?

  7. How does a data catalog use observations of analyst behavior and human input to provide value to other users?

  8. How does your organization leverage data as a foundation for innovation, transformation, and participation?

  9. Can a user combine and group related data points into a new field in the data model to streamline analysis?

  10. Can security defined at the data-model level be enforced for all downstream analytic content automatically?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Self-Service Analytics book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Self-Service Analytics self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Self-Service Analytics Self-Assessment and Scorecard you will develop a clear picture of which Self-Service Analytics areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Self-Service Analytics Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Self-Service Analytics projects with the 62 implementation resources:

  • 62 step-by-step Self-Service Analytics Project Management Form Templates covering over 1500 Self-Service Analytics project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Portfolio management: Do you analyze the impact of individual new Self-Service Analytics projects to the overall portfolio?

  2. Roles and Responsibilities: Once the responsibilities are defined for the Self-Service Analytics project, have the deliverables, roles and responsibilities been clearly communicated to every participant?

  3. Procurement Audit: Was your organization specific about the nature and scope of the performance before launching the procurement process?

  4. Risk Audit: For this risk .. what do you need to stop doing, start doing and keep doing?

  5. Risk Audit: What does internal control mean in the context of the audit process?

  6. Scope Management Plan: Are updated Self-Service Analytics project time & resource estimates reasonable based on the current Self-Service Analytics project stage?

  7. Human Resource Management Plan: Are meeting minutes captured and sent out after the meeting?

  8. Procurement Audit: Is there no evidence of favouritism towards a particular contractor during the evaluation and negotiation processes?

  9. Closing Process Group: What were things that you did very well and want to do the same again on the next Self-Service Analytics project?

  10. Assumption and Constraint Log: Do you know what your customers expectations are regarding this process?

Step-by-step and complete Self-Service Analytics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Self-Service Analytics project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Self-Service Analytics project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Self-Service Analytics project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Self-Service Analytics project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Self-Service Analytics project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Self-Service Analytics project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Self-Service Analytics project with this in-depth Self-Service Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Self-Service Analytics projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Self-Service Analytics and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Self-Service Analytics investments work better.

This Self-Service Analytics All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.