
Hard Hats & Data Chats · 2026-06-10 · 26 min
Key moments - from our scoring
Substance score
39 / 100
Five dimensions, 20 points each
This episode focuses on the critical foundations needed before deploying data systems and ERPs. Fraser Gallop and Steve Gross, drawing from construction industry experience, outline four key challenges: securing organizational buy-in by involving team leads early and assigning ownership (rather than top-down mandates), cleaning and standardizing data to remove duplicates and hierarchical inconsistencies, identifying true KPIs by understanding what business questions executives need answered rather than just columns and rows, and integrating systems effectively by capturing data manipulations at the source. The discussion emphasizes that deploying dashboards or ERPs without these foundations leads to poor adoption and unreliable outputs. A recurring theme is the importance of involving domain experts - those who understand the business's true exposures, whether labor forecasting in mechanical contracting or material requirements in heavy highway construction - before building analytics. The conversation also touches on Tableau's "land and expand" strategy versus executive-first engagement, ultimately favoring C-suite sponsorship to drive organizational adoption.
Deciding at the executive level what to implement without involving team leads early. Instead, pull teams in from the start, assign ownership of specific project sections, and ensure they embrace the corporate vision driving the change.
Poor data quality - duplicates, inconsistent naming, missing hierarchies - will show up prominently in reports and skew results. Without cleaning first, dashboards won't deliver the business impact or decision-making value you expect.
Not necessarily. Older data tends to be less organized and may reflect outdated business practices, making it less useful for decision-making. Evaluate how far back to migrate based on data quality and relevance to current business needs.
Ask what business questions you need answered, not which columns you want in a report. Work with domain experts who understand the business's exposures and unique metrics by industry - labor utilization for contractors, material requirements for heavy highway, etc.
Tableau's early approach of selling one license to an analyst and relying on them to expand adoption internally. It works less effectively because individual analysts aren't usually decision-makers for the whole organization; executive sponsorship is more powerful.
Our reviewer’s read on each dimension, with quotes from the episode.
The episode contains a handful of genuinely useful practitioner heuristics - most notably the 'what are you doing in Excel after you export' reframe and the green/yellow data-freshness indicator - but roughly 4 minutes is pure personal filler and the remaining substance is largely standard change-management and data-hygiene advice repeated at a slow pace.
If we can capture what are you doing in Excel after you export the data, that's how we can provide the best value because we can just give you those numbers directly.
we actually made just a little indicator. Um, it was just a green and yellow indicator. So if all the data had refreshed like we expected, we gave it a little green dot on the dashboard.
The 'reframe the ask from rows-and-columns to business questions' angle is a solid practitioner heuristic, and the AI-readiness-through-clean-data argument is timely, but almost everything else - get executive buy-in early, clean duplicate records, iterate in phases - is recycled consulting orthodoxy with no contrarian edge.
Don't tell me which columns and rows you're looking for in the report. Tell me what kind of questions you're trying to answer.
when we started working with Tableau many years ago, they were still in kind of startup mode as a company. And their thing that they like to say was land and expand
Both participants are genuine practitioners - an ERP implementer and a BI consultant with real construction-vertical depth - but neither is a senior operator who has built or scaled a business; they are implementers and advisors, not decision-makers, and the show appears to be internally produced with no independent validation of track record.
within construction, the different vertical markets, the different types of contractors, that can change drastically. Like, for example, a mechanical contractor, very labor-intense.
don't overcommit, don't sell so much work that you don't have the resources available and you have to start hiring temporary contractors, which eats up your marger quicker than anything.
There are a handful of concrete, illustrative examples - customer hierarchy split across five entities, the DSO/DPO calculation, the green/yellow freshness indicator on a five-source dashboard - but there are zero hard outcome metrics, no named client companies, and no dollar figures or timelines to anchor the claims.
lots of times you won't see the customer that you expect as the top customer because it's actually split into maybe five different companies, because they have different locations
You're trying to calculate DSO and DPO from the accounts receivable data.
The opening four-plus minutes are dedicated entirely to bike races and Paris vacation planning, questions are consistently leading and affirming rather than probing, and there is no moment of genuine challenge or productive disagreement throughout the episode - it reads as two colleagues agreeing with each other at length.
I'm going to be doing a gravel race in Steamboat Springs, Colorado next month. And I'm trying to decide if I'm going to fly and put my bike in a case or if I'm going to drive.
What are some of the other things that you might do when looking at KPIs and trying to identify that?
Computed from the transcript - who did the talking, and the words that came up most.
Fraser and Steve break down the real challenges behind successful software and data deployments - why they happen, how to avoid them, and what teams can do to build a strong foundation. They cover the essentials: getting early buy‑in, cleaning and standardizing data, defining meaningful KPIs, integrating systems properly, and building trust through training and transparency. As Fraser notes, “we won’t get it right the first time,” so iteration and feedback loops are critical. The episode closes with a look ahead to Fraser’s upcoming Tableau presentation and the next topic: What Good Looks Like. Learn more about Steve’s work with eCMS Cloud Construction ERP Software at Computer Guidance Corporation or Fraser’s work transforming construction data into actionable insights at Onware .
Transcribed and scored by The B2B Podcast Index.
1 - > Fraser Gallop: Welcome to Hard Hats and Data Chats. 2 - > This is our fifth episode, The Real Challenges and How to 3 - > Overcome Them. 4 - > So I am Fraser Gallop, and I'm here today with Steve Gross. 5 - > Good morning, Steve.
6 - > How's it going? 7 - > Quite well. 8 - > Good morning to you. 9 - > What's new and exciting?
10 - > Any new uh bike gadgets to tell us about this week? 11 - > Steve Gross: Well, no new gadgets, but some new plans. 12 - > So I'm going to be doing a gravel race in Steamboat 13 - > Springs, Colorado next month. 14 - > And I'm trying to decide if I'm going to fly and put my bike in 15 - > a case or if I'm going to drive.
16 - > So that's my big uh debate that I'm going through right now is 17 - > how I get my myself and my bike there so that uh I can 18 - > participate in this race. 19 - > So anyway. 20 - > Fraser Gallop: You see these guys traveling with bike cases. 21 - > Um I see them at least in the airport from time to time.
22 - > And I'm always like on their behalf, I'm a little bit 23 - > nervous, like knowing that the way that those guys handle our 24 - > baggage and like just like throw it, right? 25 - > And then you got this like crazy fancy bike, and and you're 26 - > you're trusting these airline guys. 27 - > So I can identify there. 28 - > Steve Gross: There's definitely risk involved.
29 - > So I've had to do I've done other races where I've flown in 30 - > and one time in uh it's another part of Colorado, and I had to 31 - > do some last-minute wrenching to get the bike put together 32 - > properly. 33 - > So hopefully that won't happen this time. 34 - > I have a better case now. 35 - > Fraser Gallop: So okay.
36 - > What about you? 37 - > I'm actually leaving tomorrow morning. 38 - > I'm going to Paris. 39 - > What?
40 - > Uh for for a bit of a family vacation. 41 - > Steve Gross: Oh my gosh. 42 - > Fraser Gallop: Yeah. 43 - > So it was uh I I was on the fence for a long time, and and 44 - > my wife is like, you know, let's go, let's go.
45 - > And so I I kind of I finally caved. 46 - > But it requires a lot of uh kind of pre-planning uh these 47 - > days uh for go for going to these cities that have like all 48 - > the different tourist attractions. 49 - > The the last time we went, we we tried to go to you know many 50 - > of the the tourist stuff like Eiffel Tower and the Louvre and 51 - > Notre Dame, and and every place had these huge lineups, and you 52 - > couldn't actually go the day of. 53 - > You have to pre-purchase your tickets ahead of time.
54 - > This makes me think of like when I was a lot younger, I 55 - > would like plan a vacation and say, um, this morning I'm going 56 - > here, this afternoon I'm going here. 57 - > But in recent years, I'm just like, ah, I'm on vacation, I'll 58 - > figure it out as I go. 59 - > And now I have to go back to this mode of kind of thinking 60 - > ahead of time. 61 - > And, you know, you got to buy the tickets ahead.
62 - > Um, I feel like this is like a holdover from COVID and you 63 - > know, these time entry windows where they just kind of put 64 - > these precautions in place and now they've kept them. 65 - > You have to really plan ahead when you go on these trips if 66 - > you want to do the tourist type stuff. 67 - > Steve Gross: Good luck with that. 68 - > That sounds fantastic.
69 - > I hope it all collides together. 70 - > Fraser Gallop: I I have I have little appetite for lines, so 71 - > we'll see how the live works out. 72 - > So today we we wanted to chat about um real challenges and how 73 - > to overcome them. 74 - > Subtext, the theme here is, you know, kind of building the 75 - > foundation for doing software deployments and and data 76 - > deployments and working with data.
77 - > And the first kind of thing that we wanted to kind of talk 78 - > about was this idea of getting buy-in from teams. 79 - > In the ERP space, maybe you could kind of tell us a little 80 - > bit about how you go in there and set up uh the deployments. 81 - > Steve Gross: Yeah, you know, it's the worst thing you can do 82 - > is uh decide you're gonna do something at the executive level 83 - > and not involve teams in it. 84 - > And uh so we we try and avoid that at all costs.
85 - > We we pull in as many of the team leads as possible as early 86 - > as possible. 87 - > And I think one of the secrets is assigning ownership to 88 - > certain sections of the project. 89 - > So in this, in this example, I mean, if if you have multiple 90 - > dashboards are going to be rolling out, you might identify 91 - > an individual that will own that dashboard and be a QA and 92 - > support vantage point for the rest of the organization. 93 - > Just early on, establish who those people are.
94 - > And then secondly, you know, the vision, the corporate vision 95 - > that's driving this, everybody, this team that you're 96 - > assembling, they need to be disciples of that. 97 - > They need to totally embrace that idea and and believe in it, 98 - > you know. 99 - > So, so just activities all surrounding getting them on 100 - > board with that kind of an approach is really well worth 101 - > it. 102 - > Time invested is well worth it.
103 - > Fraser Gallop: Well, especially when you're doing an ERP type 104 - > deployment, it's not like if it fails, you can necessarily go 105 - > back to the old way of things. 106 - > You're preparing the whole organization for this shift to 107 - > happen. 108 - > Right. 109 - > And if there's a goaline date, it's gonna happen on that date.
110 - > Um, so you you kind of have to get all the ducks in order and 111 - > stuff to be able to make that happen, right? 112 - > Steve Gross: Yeah, where this can be this is a little more 113 - > difficult in that it it whether or not you use the product we're 114 - > describing here at dashboard, some may view that as optional, 115 - > you know, and and it uh it's not as cut and dry. 116 - > There, I would think there would be a much more importance 117 - > and in that upfront effort to get everybody bought in and and 118 - > sold on the idea.
119 - > Fraser Gallop: Yeah. 120 - > When we when we started working with Tableau many years ago, 121 - > they were still in kind of startup mode as a company. 122 - > And their thing that they like to say was land and expand, 123 - > where they would just sell one license to an analyst, rely on 124 - > that analyst to get other people on board and expand within the 125 - > organization. 126 - > But it it's harder to do that because that analyst is not 127 - > necessarily a decision maker for the entire organization.
128 - > We still think that the better way to go is to get the 129 - > executive and the C-suite engaged and on board with these 130 - > projects at the start, because they're going to basically be 131 - > the sponsors, be the key people that are going to push the rest 132 - > of the organization to kind of follow through and be part of 133 - > the process. 134 - > So getting the teams on board was the first piece. 135 - > The second piece that I think for building that strong 136 - > foundation is cleaning and standardizing the data.
137 - > There's a lot of different kind of questions that you ask. 138 - > I think they're the same questions when you're deploying 139 - > an ERP, when you're setting up a data warehouse, you may have 140 - > years and years of history in in existing systems, and you don't 141 - > necessarily want to bring that with you as you go. 142 - > What are some of the things that you guys ask in in the 143 - > questions that kind of you would go through when you're doing a 144 - > migration from one system to another and questions about the 145 - > data that you would want to ask and establish before you kind of 146 - > go down that path?
147 - > Steve Gross: Well, one of the obvious ones is duplication, 148 - > duplicate vendors, duplicate customers, just whatever your 149 - > database is that you're talking about is is some something 150 - > represented multiple times. 151 - > Getting that cleaned up. 152 - > Because like in ER ERP implementations, you know, this 153 - > kind of a project, if your data is not in good shape, it's going 154 - > to show up pretty, pretty predominantly when you uh view 155 - > it in some sort of a graphic or a some sort of a report.
156 - > You want you want the data to be cleaned up so that it's you 157 - > can get the impact that you're looking for and the results that 158 - > you're looking for. 159 - > So another, you know, basic step that's well worth the 160 - > effort is the cleanup involved to get your data in good shape. 161 - > Fraser Gallop: Yeah, the one that we get and we see quite 162 - > often is that this idea of who are my top customers? 163 - > And executives know who their top customers are, but you go 164 - > and you connect up to data, and lots of times you won't see the 165 - > customer that you expect as the top customer because it's 166 - > actually split into maybe five different companies, because 167 - > they have different locations, they want you to bill slightly 168 - > differently, but it's actually all the same customer.
169 - > So one of the tasks is sometimes identifying those 170 - > hierarchical hierarchical, if I can say that properly, 171 - > relationships. 172 - > So like all those customers tie together under one line, it 173 - > does reflect that they are my best customer because you know, 174 - > we've actually got it split out into different places. 175 - > And you can do that drill down and see how that distribution 176 - > works, but identifying those relationships is kind of key.
177 - > One of the other ones that we get when we're looking at 178 - > setting up data warehouses also how many, how many years of data 179 - > do you want to have? 180 - > Uh that's a good one too. 181 - > Like what do you kind of typically migrate if you're 182 - > doing a migration? 183 - > Do you only look at five years of data?
184 - > Is there a rule of thumb or is it different every time? 185 - > Steve Gross: Well, that's a good question. 186 - > Because, you know, it it actually adds some difficulty in 187 - > migrating data if you're filtering out past a certain 188 - > date. 189 - > I mean, there's just more to that.
190 - > But it's also a very good consideration because older data 191 - > tends to be less organized. 192 - > You know, this whole what we were talking about a minute ago, 193 - > if you go back 10 years, you know, there may have been some 194 - > bad practices in play at that point that makes that data less 195 - > useful. 196 - > So, I mean, it uh that's very astute. 197 - > You know, you need to really zero in and understand the 198 - > history of how that customer got there, that client got there, 199 - > and the changes they've gone through in their in their 200 - > capture of data and their record keeping, and you know, really 201 - > zero in on what's relevant that will help the readers of this 202 - > output in making decisions and so on.
203 - > If it's garbage, it's it's not going to help that much. 204 - > It'll just skew things. 205 - > So that's a really good point in terms of the age of the data, 206 - > what makes sense there. 207 - > Fraser Gallop: Yeah.
208 - > So cleaning, cleaning and standardizing data is a 209 - > must-task to build, again, back to building the foundation. 210 - > The other thing that we usually talk about a little bit when we 211 - > get started is what are your KPIs the organization uses? 212 - > Building kind of data projects, and you know, if we think about 213 - > like the first project is going to be our executive dashboard. 214 - > The executives have a one-stop shop, they can kind of see 215 - > everything on their executive dashboard.
216 - > It's not necessarily just regurgitating the income 217 - > statement and the balance sheet and giving you that. 218 - > You've got to go a little bit further. 219 - > So when we talk about training, you know, data analysts, the 220 - > thing that we tell them to do is to always ask what questions 221 - > are you trying to answer with this data? 222 - > Don't tell me which columns and rows you're looking for in the 223 - > report.
224 - > Tell me what kind of questions you're trying to answer. 225 - > So you're trying to calculate DSO and DPO from the accounts 226 - > receivable data. 227 - > We don't need to know what rows and columns you're interested 228 - > in. 229 - > We need to know what that end goal is.
230 - > Because oftentimes you'll see where people build a report that 231 - > just has stuff from your income statement, your balance sheet, 232 - > and then they just export that into Excel and then they do 233 - > those manipulations over and over again every month. 234 - > If we can capture what are you doing in Excel after you export 235 - > the data, that's how we can provide the best value because 236 - > we can just give you those numbers directly. 237 - > We can automate the piece of exporting and calculating these 238 - > things over and over, doing those pivot tables so we can 239 - > give you that end result directly.
240 - > So your KPI is actually that end result, not all the work 241 - > that you had to do to get there. 242 - > What are some of the other things that you might do when 243 - > looking at KPIs and trying to identify that? 244 - > Steve Gross: Well, earlier we were talking about the 245 - > importance of getting the right buy-in, but there's another side 246 - > to that, and that is getting the right person that 247 - > understands the business and where the exposure is. 248 - > Uh, and to help you with what those KPIs are, you know, within 249 - > construction, the different vertical markets, the different 250 - > types of contractors, that can change drastically.
251 - > Like, for example, a mechanical contractor, very labor-intense. 252 - > What I've learned from some customers in that niche that 253 - > I've dealt with is that the name of the game is understanding 254 - > how much labor you need. 255 - > Not only from the perspective of being able to carry out the 256 - > projects that you've won, but also in terms of keeping your 257 - > talented team busy. 258 - > What is that benchmark you need to reach to keep your workforce 259 - > out there productive?
260 - > And at the same time, don't overcommit, don't sell so much 261 - > work that you don't have the resources available and you have 262 - > to start hiring temporary contractors, which eats up your 263 - > marger quicker than anything. 264 - > So a lot of forecasting into labor requirements. 265 - > And then if you're in heavy highway, it's material 266 - > requirements, equipment requirements, that sort of 267 - > thing. 268 - > You need some guru to help grow the business, help you identify 269 - > what those KPIs are.
270 - > And you know, if you can do that, then the dashboards really 271 - > are wonderful. 272 - > Fraser Gallop: You know, they make a that domain expert that 273 - > has the years of experience and trying to tap into that. 274 - > Exactly. 275 - > Use that.
276 - > Yeah. 277 - > Steve Gross: It may or may not be somebody in the finance team. 278 - > They may have come in from another industry. 279 - > You know, you need that, you know, that person that grew the 280 - > business that understands, you know, where the exposure really 281 - > is.
282 - > Fraser Gallop: Before they retire, right? 283 - > Yes. 284 - > Yeah. 285 - > The next thing I wanted to mention on here, too, getting 286 - > into this idea of integrating systems effectively, what are 287 - > you doing in Excel after you export the data?
288 - > There may be a systems impact there because they're doing some 289 - > manipulation of the data to get the result that they want. 290 - > That's where like we can look at that and we can say, well, 291 - > maybe you need to use a custom field in your database to 292 - > capture this at the source rather than applying it in Excel 293 - > after you've done the export every time. 294 - > Well, our paths have crossed many times in the past. 295 - > And I don't know if it was you on a call or somebody else, but 296 - > we were talking about custom fields, and they actually showed 297 - > us how there actually wasn't a limit on the custom field.
298 - > You could use more and more custom fields, and there was a 299 - > way to accomplish that that was part of the database. 300 - > And so we were just amazed and we thought, that's great. 301 - > Now we can start putting all of this into the source database. 302 - > We can use that in the reporting.
303 - > You just have to change the process a little bit, but then 304 - > everything's gonna flow a lot more smoothly because we've got 305 - > the data in the right systems, we've got that integrated 306 - > nicely. 307 - > Steve Gross: Developing that attribute, you know, and making 308 - > it available in the reporting is so important. 309 - > And the good news is usually you can do that. 310 - > Fraser Gallop: That's usually not a, I mean, as long as you 311 - > identify it's and it's yeah, it's really it's not that hard.
312 - > It's just getting everyone aligned, getting the right 313 - > teams, getting them aligned. 314 - > In terms of integrating systems, we we talk a lot more 315 - > these days about setting up data warehouses and setting up 316 - > semantic layers. 317 - > The reason that we're doing that, especially today, it is to 318 - > kind of get the data ready for AI. 319 - > Because one of the things that we're not doing a podcast about 320 - > AI, we're doing a podcast about data.
321 - > But the idea is that if your data is nice and clean and 322 - > you've kind of built this data warehouse, you've gone to the 323 - > troubles that cut it up nicely, you're going to be a lot more 324 - > ready for an AI deployment. 325 - > Taking raw database table names and column names that are not 326 - > human readable, gibberish most of the times, and translating 327 - > that to something that the AI can understand so that it has 328 - > more meaning. 329 - > One of the great examples that I've recently been playing with 330 - > is this idea of pulse metrics.
331 - > So you have a data source that has data coming into it every 332 - > day. 333 - > You know, it could be like time cards, for example, and you can 334 - > hook up these pulse metrics and get the daily report to see how 335 - > you're tracking this month versus last month, what the 336 - > forecasted number of hours are going to be to month end. 337 - > Those tools are getting way better than they were just a 338 - > couple of years ago. 339 - > And uh what I saw is the one that I use it now has an AI 340 - > connection.
341 - > So I can just ask the LLM questions about the data in 342 - > natural language. 343 - > And I can say things like, I don't have to say username. 344 - > That's the, you know, it the field in the data set is 345 - > username, but I can say which person or you know which team 346 - > member. 347 - > And then the AI can make that connection for me to say, oh, 348 - > I'm actually talking about username and give me information 349 - > about the user.
350 - > A time saver. 351 - > Yeah, it's it's huge. 352 - > And because the data was kind of set up correctly in the first 353 - > place, once those AI features got turned on, I could just use 354 - > them. 355 - > I didn't have to do any additional setup.
356 - > Um so that's um a lot of this is setting up things, thinking 357 - > to the future, and and we're trying to get it right so that 358 - > we don't have to do rework uh later on. 359 - > Steve Gross: That's a really that's a really neat insight. 360 - > I mean, it it's kind of that's just the next level of cleaning 361 - > up your data, really, is making sure it lives within these 362 - > parameters so that machine language can run with it later 363 - > on, you know. 364 - > I mean, that's that's kind of probably the essence of learning 365 - > to work with AI, you know, is understanding that.
366 - > Fraser Gallop: Yeah. 367 - > Um, and so talking about AI, that's another great uh segue 368 - > here. 369 - > Because then the next thing that I wanted to talk about was 370 - > this idea of building trust in the data. 371 - > We are gonna build something, we're gonna deploy something.
372 - > Training is definitely part of that and getting the teams on 373 - > board to use them, but uh it's also building trust. 374 - > How do you guys typically approach rollout plans when 375 - > you're doing appointments? 376 - > Steve Gross: We make uh put a lot of emphasis in uh in a 377 - > sandbox approach, uh allowing them to do the proper testing. 378 - > They're they're not really testing software, they're 379 - > testing the process and and their workflow and to make sure 380 - > they're that we've accounted for the exceptions, you know, and 381 - > and also it's familiarization.
382 - > Half of training is familiarization. 383 - > You can go through a bunch of classes, but if you don't 384 - > actually sit down and use it, you know, day one, go live is 385 - > going to be scary for you. 386 - > So it's to you know, alleviate that stress of the newness of a 387 - > of a new system and a new workflow. 388 - > Well, you know, in that same vein, this kind of a project 389 - > lends itself to that as well.
390 - > I mean, to be able to understand the drill downs and 391 - > just conceptually what you're looking at, if you can mock that 392 - > up in advance using some historical data and use that as 393 - > a training tool, wow. 394 - > Those people are going to be, number one, much more likely to 395 - > use the thing and number two to understand what they see. 396 - > Fraser Gallop: So yeah. 397 - > Well, and you have to have that go through the basics, right?
398 - > Like how do you connect? 399 - > And I kind of feel I'll just assume people know how to go on 400 - > the web and log into this tool and access these things. 401 - > And that's not always the case, right? 402 - > There's such a wide variety of skill levels and experiences 403 - > that that are out there.
404 - > You do have to have that rollout plan and kind of go 405 - > through it. 406 - > Um one of the examples that I had about building trust in the 407 - > data is having a place where you can explain what are the data, 408 - > where's the data coming from? 409 - > What are what are some of the calculations and the formulas 410 - > that are in use? 411 - > A new user doesn't need to see that every day, but they need to 412 - > have like a reference material in terms of things like data 413 - > refreshes.
414 - > The traditional thing that we would have is date stamp. 415 - > If we were going to PDF a report and start distributing 416 - > that to people, we would want to have date stamp on there to 417 - > say, when was this report generated? 418 - > Um it's the same thing in in dashboards, right? 419 - > Like you want to have when was this data refreshed?
420 - > When when is this data coming? 421 - > Where did it come from? 422 - > Steve Gross: Very important in construction. 423 - > I mean, it's such a timely business.
424 - > You know, it's it's a it's a business where the, you know, 425 - > it's it's you have to be able to react quick enough to fix stuff 426 - > before it's too late. 427 - > Fraser Gallop: Yeah. 428 - > And if you're looking at last month's export, you're probably 429 - > too late already. 430 - > The other one that we did was we we had a an executive 431 - > dashboard that we were building that had maybe five different 432 - > data sources that that were kind of coming into it, like all 433 - > these different data feeds.
434 - > And the challenge that we had was that they they just want to 435 - > know is the is the data good or is there a potential problem? 436 - > And it it actually becomes, you know, a difficult question when 437 - > you have a bunch of systems that you're consolidating 438 - > together. 439 - > What if your your your job cost data is correct, but then your 440 - > payroll data is behind? 441 - > So we actually made just a little indicator.
442 - > Um, it was just a green and yellow indicator. 443 - > So if all the data had refreshed like we expected, we 444 - > gave it a little green dot on the dashboard. 445 - > But if one of those data sources was not, we we would 446 - > show it as yellow. 447 - > And then they could click through to see what was 448 - > successful, what was unsuccessful, and kind of make 449 - > that decision on the data.
450 - > Um trying to distill it to just that little indicator in the 451 - > corner so it's not overwhelming, it's not in your face where 452 - > you're trying to get your data, but you have that little 453 - > assurance that you can trust that everything's working like 454 - > it should be. 455 - > Steve Gross: I bet that really helped. 456 - > Fraser Gallop: Yeah. 457 - > Steve Gross: You know, another thing on on training, going back 458 - > to that, I was thinking of that I think would really be 459 - > valuable is you have to, I think, once you roll roll 460 - > something like this out, it has to become integral to the review 461 - > process within your company.
462 - > You know, and so like if if I'm managing work for a company, 463 - > projects, inevitably I'm gonna be sitting in some sort of 464 - > review meeting on a monthly basis going through my jobs. 465 - > Why not, you know, and a lot of our customers they have some 466 - > key report that they use to drive that meeting. 467 - > They're reviewing this report. 468 - > Why not make it the dashboard?
469 - > Start with the dashboard, use that as a segue or a drill point 470 - > into the details of the project and make the people use it. 471 - > Make those users, you know, explain things that you see on 472 - > the on the dashboard. 473 - > And that that is what makes it what's the word I want to use? 474 - > It's it's just it's it's commonplace to use that tool.
475 - > Fraser Gallop: It's a it's a generally accepted tool when 476 - > you're as a focal point for for the like the meetings and the 477 - > discussions, yeah. 478 - > Yeah. 479 - > Even internally, we try to practice what we preach, right? 480 - > And so when we have review meetings, I have one coming up 481 - > here in in a couple hours, like a monthly review.
482 - > It's actually bring up dashboards and go through the 483 - > dashboards. 484 - > We're not necessarily going and running the reports ahead of 485 - > time during the meeting. 486 - > We can just come and review the dashboard, see how things are 487 - > going, point out the problem items and discuss them. 488 - > So yeah, you're you're a hundred percent there.
489 - > Um the other thing about overcoming challenges and moving 490 - > forward is this idea that we won't get it right the first 491 - > time. 492 - > So it's it's gonna take more than one shot. 493 - > We're gonna have to iterate to get it right. 494 - > If you're having those regular meetings and whoever's working 495 - > on dashboards and reports as part of those meetings, they can 496 - > hear from the users to say, This is working really well for 497 - > me.
498 - > Um, this is not so much. 499 - > Can we swap this out and put something else here that would 500 - > be more useful? 501 - > Take that communication to know whether you're getting it right 502 - > or not. 503 - > I like to say if we're not.
504 - > Hearing from the end users, then that means we we've either 505 - > got it 100%, everything is working great, or they're not 506 - > using it at all. 507 - > Right. 508 - > And it's like, how do you how do you know the difference 509 - > between the two? 510 - > We can go and look at server logs, mine that information and 511 - > see if if people are clicking on things, but it is really 512 - > important to have those conversations that are ongoing 513 - > to say, yeah, you know, what's working well, what's not working 514 - > well, um, how can we iterate, how can we make it better.
515 - > Steve Gross: Um well, I think that also speaks to the 516 - > importance of not trying to pull off too much at once and to 517 - > make it make your project winnable, make make it something 518 - > that you can really succeed at. 519 - > You know, you get this much done, they're using it for this 520 - > reason. 521 - > Okay, now we're gonna phase in this. 522 - > You know, it's it's it's a step-by-step process, it really 523 - > is.
524 - > And uh otherwise, you know, there's a pretty, pretty high 525 - > risk of something not clicking right and and or something not 526 - > being rolled out properly, and that no one uses it. 527 - > You know, that's and and like like we were saying earlier, you 528 - > know, it's not uh you know, these things can be optional if 529 - > if you allow it to be, whether or not they're used or not, can 530 - > be optional. 531 - > And that, you know, first of all, you gotta structure it so 532 - > it's not optional, and secondly, you gotta structure it so that 533 - > what you do roll out is you know, smash and success and 534 - > everybody likes it.
535 - > And you know, that's that's the goal, of course, is to get that 536 - > get that um readership and that usage level high. 537 - > Fraser Gallop: Yeah, exactly. 538 - > Get the minimum viable product and then improve upon it. 539 - > Um requirements later on.
540 - > Yeah, it's it's that's what I'm trying to say. 541 - > Steve Gross: You know, something achievable, you know, make it 542 - > don't kid yourself on trying to do too much at once. 543 - > Fraser Gallop: Yeah. 544 - > So that's the big takeaway from today to overcome challenges 545 - > and deployments and trying to roll out software and introduce 546 - > new things, it's coming from aligning people, process, and 547 - > technology.
548 - > All three are are equal parts of the puzzle. 549 - > It's not just buying the technology and putting it out 550 - > there. 551 - > Um, it's it's not gonna succeed on its own necessarily. 552 - > Uh, next time we're gonna talk about what good looks like.
553 - > I think it's gonna be a bit of a challenge. 554 - > We titled the episode What Good Looks Like, but of course it's 555 - > not necessarily a video podcast, it's just a podcast. 556 - > So we'll have to be very descriptive when we talk about 557 - > this next time because we won't be able to show and tell 558 - > necessarily. 559 - > In the next couple months, we have a user conference.
560 - > We're gonna see each other in person at that. 561 - > So we'll look forward to that. 562 - > The other thing is uh before the next episode lands, I'm also 563 - > gonna be presenting my Tableau conference session. 564 - > So earlier this month, I was presenting a session on building 565 - > KPI dashboards for company leaders.
566 - > On June 9th, I'll be presenting that to a Team Data Fam Tableau 567 - > user group. 568 - > I'll put a link in the show notes if people are interested 569 - > in seeing that. 570 - > Otherwise, we will uh meet again in a couple weeks here for 571 - > what good looks like. 572 - > So if you haven't subscribed, please subscribe now and we'll 573 - > talk to you again soon.
574 - > Uh Steve, enjoy your bike race. 575 - > I'm I'm interested to see what the results are next time we 576 - > chat. 577 - > Steve Gross: We have to set the expectations properly. 578 - > Finishing might be my expectation.
579 - > Fraser Gallop: That's that's if if that's the goal, then then 580 - > that's the goal, right? 581 - > As long as and having fun and and you know just getting it 582 - > done is is is also like big, right? 583 - > All right. 584 - > Have a good weekend and we'll we'll talk again soon.
585 - > See ya. 586 - > Steve Gross: Bye. 587 - > Fraser Gallop: Bye.
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