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Two Schools of Thought
Marketing• Unlimited Access• No Data Requirements• Free Page Structure
Analytics• Pull Data• Create Visual• Distribute Reports
Establishing Control
• Establish Default User Role• Create a standard view• Support Your Users• Drive Behavior
Difference in Instances
Production
• Access = Participant• Unable to Load Data• Standard Page Structure• Data Refresh Set• Certified Reports
• Access = Custom Role• Unable to Load Data• Create Own Pages• Delayed Refresh• Reports not Official
Meeting With the User
• Each Meeting is Unique• Empower the User• Cater to their Schedule• Teach Best Practices