Deepening Your Approach to Data

You nailed your proof of concept project. Your initial group of users are happy, and they’re getting comfortable mining the first batch of data for insights that may actually have an impact on your company's bottom line.

The Higher Ups are happy too. They knew in theory your company needed a data warehouse, but they’re relieved to see it's actually paying off.

So, kudos to you: getting your feet wet went well. But a vast ocean of data and analysis awaits you. It's time to start swimming—but to where?

In this article, we'll explore how to figure out how and where to go deeper with your company's data.

Four strategies for diving deeper

Although there are many ways to build out your data warehouse, here are four strategies that are especially effective at helping your company thrive.

1. Get more granular

One common strategy for going deeper is to focus on getting more fine-grained information about the data you've already been analyzing.

For example, suppose you started with basic, out-of-the-box Salesforce data. In the next round, you might target custom fields. When setting up your Salesforce data syncs and reporting, you probably skipped these fields because they get into a degree of complexity that isn't useful for addressing high priority problems. Or maybe custom fields are used for edge cases and your Marketing director didn't want her staff to start spending time analyzing exceptions until she felt like they had a firm handle on the basics. But now that the core fields are in good shape, it's time to bring in the custom ones.

Or perhaps you're ready to start analyzing cohorts. It wouldn't be surprising if you held off on cohort analysis in the first round. Cohort analysis can be extremely valuable, but tricky to pull off. There are so many ways to slice and dice your customers into cohorts—by timeframe, by marketing campaign, by customer type (e.g., tiers like premium and lite), etc. And how precisely you define a cohort can require navigating differences over strategy and other political tensions.  But now that you've racked up some wins, it's time to dive in.


  • Check that more granular data will be used. Talk to users and managers to make sure that they are both interested in and will have the time to use the deeper data that you're going to provide.
  • Watch out for nice-to-have's. When you start getting more granular, it's understandable that users and managers may ask for data that's on their "nice to have" list. That's fine in small doses. But now that you have a working baseline, your primary focus should be on identifying the next level of "must-have" data that can have a meaningful impact on your business' bottom line.
  • Give new data the sniff test. For example, if you’re setting up data for cohort analysis, take a quick look at the cohort data to ensure that the cohorts you’ve defined will be analytically useful. This is something you can do even before talking to stakeholders, but don’t forget that treating data like it’s your product will serve you well at any stage of a project.

2. Bring new departments into the fold

Another good strategy for going deeper with data is to add more departments into the mix.

Let's say your first data infrastructure project focused on information from Shopify or another ecommerce tool. It made a lot of sense to start there because the Higher Ups were most concerned about revenue data—e.g., average order size, abandoned cart flows, or the efficacy of loss leaders.

Now that you've nailed the revenue data, it might be time to bring in customer service data from a CRM like Zendesk. For example, perhaps your CEO is seeing an uptick in returns and wants to get a better handle on customer frustration. Your Shopify data can provide some high-level answers like which products are returned most often, but it can't slice and dice the data to differentiate between user personas or reasons for return. That’s a perfect job to tackle at this point in your data journey.


  • Work iteratively. When you’re expanding your data warehouse beyond your MVP, it's easy to fall into the temptation of taking on too much at once. Instead, break down the work for new departments into small bites. Not only is it easier to manage, but it also means you'll get feedback early on that ensures you’re keeping business needs in mind as you continue to build.
  • Find the right balance between new and old. Just because you've "finished" the first version of your data warehouse doesn't mean that you can stop paying attention to your existing data infrastructure. It's going to need maintenance, and undoubtedly new issues will arise. So save yourself and everyone else a lot of heartache, and set clear expectations around how much time you’ll really have to expand your projects.

3. Create an end-to-end view that shatters company silos

In your initial data infrastructure setup, odds are you tried to limit your scope to discrete, manageable slices. That's a good way to go at the beginning. In a company where information has been traditionally siloed, trying to pull it all together from the jump is like walking while tossing banana peels in the direction you're headed.


But now that you've made some progress, it's time to start building an end-to-end view of key facets of your company that are critical to your business' success. For example, now might be a good time to build a conversion funnel that will let your users dig in to identify missed opportunities and wasted resources.


  • Don't overwhelm users with details. Because each step in the process may contain a great deal of complexity, it's easy to get carried away and add so much granularity that people can't follow it. So dive deep, but not so deep that your users are going to get the bends when they need to move to a high level view of the data.
  • Help users keep their eyes on the prize. Sure, it's useful for staff to have a better understanding of the entire funnel. But if 50% of your trials are bailing immediately after sign-up, you don't want that insight to get lost in the shuffle. So convey the information in a way that’s familiar so people easily “get it.”

4. Be proactive

When you're first getting started, it’s important to focus on problems that are on fire. But once you've proven yourself, you may want to carve out at least a little time to build out your company's ability to monitor potential fire hazards.

For example, suppose that the number of long-term active users has started to slowly but steadily decrease. It may not count as “churn” yet, but if it continues, that trend could end up hammering your company. This could end up becoming a real problem with annual subscriptions, where users may not have churned just yet but there are signs that they won't re-up—for SaaS companies, that might look like dwindling activity level...or massive data dumps in preparation for a migration away from your platform. By enhancing your data solution, you can help managers identify those warning signs (and those at-risk customers) before a spark turns into a raging fire.


  • The plural of anecdote isn't data. Before you commit to spending a lot of time on a problem, do some quick and dirty analysis to confirm that it's a real concern and not, for example, just one manager who's heard from one or two customers who are squeaky wheels. Recency bias is real...and it can be a major time suck.
  • Keep an eye on the ROI. It's easy to fall into the trap of doing an exhaustive analysis when it isn't needed. Do a little work, then step back and ask yourself, is it worth digging even deeper or is it time to monitor the situation?

How to decide where to go deeper

Sometimes where you need to focus your efforts next is a no-brainer. For example, if there's a hot mess that Higher Ups desperately need to fix and their staff need easy access to more data to solve the problem, that's your new project.

But most of the time, the next step isn't so simple. So what you need to do is figure out how to prioritize the four strategies—or how to mix and match them.

To help you out, here's a handy chart about how to think through the trade-offs you're facing:

Blog - Deepening Your Approach to Data (1)

Your ultimate goal should be to get the best bang for the buck for your company. So for each potential project, ask yourself how much work the project will take versus how much payoff can you reasonably expect. Most of the time, you'll want a mix of quick wins and tasks that take more work but have a higher ROI.

There are no hard and fast rules here. In general, you'll want to create a portfolio of work where the odds of substantial success are high and the effort is relatively low. But there are occasions when it's worth taking on game-changing projects that are a lot harder to pull off. After all, if you can manage to pull Excalibur out of the stone, your company will become the One True King of your market.


You don't have to spend a ton of time deciding where your data quest should take you next. If you just take a step back, think about the paths before you, and deliberate a little on their risks versus versus rewards, odds are you'll find yourself on a journey that helps your company succeed and helps you build a successful career.

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