Portions of the data can be shared with certain stakeholders

Description

Selective sharing of data without divulging non-essential or sensitive information. The objective is to share relevant information while adhering to security protocols and maintaining data integrity. This can come in the form of a specific sheet, report, or just a single KPI. “Portion of data” is in the eye of the beholder.

Example Use Case

Scenario: A mid-sized enterprise uses CPM software for performance tracking. The company has internal teams requiring different sets of financial performance data. However, sharing all data with every stakeholder may not be necessary or safe.

Solution: The CPM software allows for selective data sharing. For instance, the supply chain team may only receive data relevant to demand forecasting, while line managers receive data required for operational effectiveness, and HR can see workforce planning data.

Considerations

This requirement is deliberately broad for buyers who do not want to grade their vendor on very specific data sharing requirements. We recommend that buyers review all of our collaboration and security requirements to get an understanding of potential pitfalls when looking at data sharing functionality.

Sharing can be specific to a version, a model, a sheet, a cell, a data intersection, a specific dimension, a level in a hierarchy, a formula, a KPI, a dashboard, and so on. Most systems treat data differently for the purpose of sharing. For example, workforce planning models usually have a different treatment (e.g. don't share salaries) than financial statements, which are shared with department owners but do not allow them to navigate higher in the corporate hierarchy.

Questions to Ask a Vendor

Permission Management: Can the system effectively manage access permissions? How can this functionality be customized according to different roles within the organization?

Data Sharing Flexibility: How easily can data sharing parameters be adjusted in the system as business needs change? Does this need technical intervention or can it be handled by end-users?

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