This step focuses on the user-facing analytics experience: how dashboards and data products are designed, how documentation and training reduce friction, and how AI-powered analytics changes how people consume insights.
The goal is to make analytics easy to use and trustworthy for different personas, while keeping standards consistent and avoiding cognitive overload.
By the end of this step, you will have clear design standards, a documentation and enablement approach, and a grounded view of generative BI capabilities, constraints, and rollout patterns.
Step 1: Set Data Product and Dashboard Design Standards
Step 2: Build Documentation and Training that Scales
Step 3: Understand Generative BI and the New Analytics Experience
Step 4: Implement AI-Powered Analytics with Guardrails