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User engagement and adoption

This page will outline some outreach strategies to increase engagement with the tool.
After you've onboarded a group of users, it's important to check back in within a few weeks to ensure that they are still engaging with the platform. If you are seeing less engagement than you had originally expected, do not get discouraged.
As the workspace Admins, there are some strategies that you could implement to help change user behaviors and remind them to check Secoda for their data questions.

Establish workflows that Secoda can improve

Let's say that most of the questions you hear about data are coming through Slack or in another communication channel. As Secoda admins, staying alert about these questions is important. Consider connecting our Slack integration so that users can continue asking questions there, but still get answers and value from Secoda without having to go to the app.
Make sure to update your documentation with new content that arises from these questions so that Secoda remains the source of truth, and content doesn't get lost in Slack! Check out our feature to push-slack-thread-into-secoda-questions.
Or let's say that your analytics team would prefer to stay in their BI tool, but still get value out of Secoda. Add a to-do item to their Secoda onboarding checklist to download the Chrome Extension so that they can view and edit Secoda metadata directly in their workflows.

Send out recurring communications

As a Secoda Workspace Admin, it's important to stay visible within the data community at your organization. There are quick and easy communications you can send out to keep Secoda top of mind for your users - one example being Weekly Tips & Tricks to share with new users.
Use our Announcements to share news about new verified data sources, a new integration you've connected, or fields that are going to be deprecated, as examples.

Assign ownership to resources

Assigning ownership at either the Group or individual level encourages users to get into the tool and document their resources within Secoda. Owners also receive notifications about changes to their resources, which encourages them to stay on top of documentation.
Consider outlining both Ownership and Documentation standards or expectations so that users understand their roles and responsibilities.

Highlight user successes

Everyone appreciates a little recognition and kudos for their efforts. Consider the following ideas to give accolades to your user's hard work within the product.
  • Celebrate wins in Town Hall / All Hands meetings or in Slack
  • Highlight a data community member of the month in a monthly newsletter
  • Allow users to vote on well-documented resources that helped them complete a project
Use the Analytics Dashboard to identify some of these metrics.

Make documentation fun!

Friendly competition, anyone? Here are some gamification strategies to get your users excited about documenting their data.
  • Create a data owner leaderboard and recognize users who:
    • Own the most number of resources
    • Have added the most terms to the Dictionary
    • Have added the most enrichment to a single resource
    • Own the most utilized resource (dashboard, document etc.)
  • Plan a data scavenger hunt to get users acquainted with their data landscape, and find areas where data documentation could be improved

Create a data community

People love being apart of a community and Secoda should be a place for people with similar questions and ideas to come together to collaborate. Some ideas to foster a data community could include:
  • Host "Expert Lunch & Learns" to show Secoda in practice
    • Data owner in your organization presents on and discusses a specific dataset, how it is currently used for analysis, and open the conversation up to other data owners
    • Secoda user highlights how the product has improved a data value stream of theirs, reducing the amount of time spent on a particular task
  • Host "Metric Brainstorm Sessions"
    • Gather a group to discuss an organizational metric that needs defining
    • Have everyone come up with their own understanding of the metric, share definitions, and workshop until you all come to an agreement on a strong definition
  • Career development opportunities
    • Secoda is a tool for everyone across the organization and everyone should have the opportunity to grow their data skillset
    • Consider hosting a data onboarding program, SQL trainings, or other additional trainings to promote a data culture through Learning & Development groups

Adoption & defining KPIs

When we think about user adoption of a new tool, we like to bake in a certain amount of days buffer of expectation (this number will be different for each organization). Using Secoda is a new "habit" for users for them to unlearn old behaviors (i.e. searching in Confluence/Snowflake) and learn to go to Secoda first.
Use the Analytics Dashboard to track usage of the tool and define your own team's KPIs in order to define and measure success.
Last modified 1mo ago