Data Portal Implementation Overview

Simplified overview of steps involved in progressing Data Portal / Data Trust implementation both internally and externally.

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Step 1
Capture the business benefit.

The first essential step is to clearly define and communicate the core business benefits to all your stakeholders from rolling out a data portal. This forms the basis of your Data Portal Mission Statement, and can be revisited annually to update, adapt and enhance your data portal offering in an ever-changing landscape. РOnce you identify the benefits, a company or organization will get over the hurdle of figuring out the rest. 

So what benefits can a centralized, secure data portal bring to you? How about…

  • Control and manage user access and¬†data sharing across multiple complex organizations.
  • Anonymise and aggregate your data on a highly secure state-of-the-art online platform.
  • Automated data validation.
  • Automated analytics.¬†
  • Ensure accountability of the data with the track and trace feature.

Your organization will then allocate the resources to ensure new business processes are put in place to facilitate this mechanism of sharing data. Without a business benefit, it does not become somebody’s job. And if it is not somebody’s job it does not get done.

The additional benefit of Data Portal is that it facilitates better communication interaction up and down your supply chain. Everyone is speaking the same language and seeing the same data which translates to increased efficiencies across the board.

Step 2
Appoint a Project Lead.

A single point of contact is appointed as the Project Lead from your organization and Creme Global.

Step 3
The kick-off meeting.

A kick-off meeting is planned and conducted within the defined milestones. The first is with your Project Management Team only and will include a stakeholder mapping exercise to identify and inform the second kick-off meeting with the data contributors. Close stakeholder management and training will be a core activity throughout the project in order to ensure a successful outcome.

Structured methodology to achieve the project objectives


  • User roles and needs, internal and external, access rights.
  • What capabilities/methods to you currently have/utilize to address this challenge?
  • Key insughts required.
  • It specifications.


  • What are the areas of relevance?
  • Assess platform offering based on impact potential, data format and availability, capabilities fit and risk.
  • Evaluate operational and financial implications against impact.


  • Define future way-to-play and capabilities systems.
  • Determine the capability of users and IT infrastructure.
  • Develop UX and Data vizualization strategy.
  • Understand the impact on current processes and the future operating model.
  • Develop a tailored data portal and visualization solution.

Step 4
Finalized stakeholder identification and classification.

The identified and classified stakeholders are placed within a framework to make visible their area of impact, with the aim of creating a map that could provide a graphical overview of the selected stakeholders.

Step 5
Mapping your organization's needs.

The technical architecture of the Data Portal needs to be mapped onto your core needs and stated business benefits. It is essential for Creme Global to undertake a period of consultation with yourself and all stakeholders to gather, collate and utilize all stakeholder needs to inform a scalable, robust, and valuable Data Trust for the users. Creme has divided this consultation into 8 core topics, grouped around critical path work packages in the project.


  1. Business & User Needs Identification
  2. IT Specifications
  3. Security & AccessRights
  4. Data Management
  5. Data Engineering
  6. Data Visualization: Data Scoping
  7. Data Visualization: Key Questions
  8. Data Searching: Key Questions
  9. Predictive Modeling: Data Scoping
  10. Predictive Modeling: Key Questions


This is all done keeping your core business benefits and outcomes in mind.

Step 6
Pilot study demo.

A pilot study or test run is built with your existing data to highlight any issues or opportunities and gather clarification from stakeholders.

Step 7
Custom reports and visualization.

At this stage you and stakeholders see the type of reports and visualizations that are possible with Data Portal. Stakeholders begin to Select the type of graph/plot/table or other visual elements to be used based on the nature of the question to be answered and the data available to answer that question.

Step 8
Build and internal iterative reviews.

As Creme works towards the final Data Portal build we continue an internal and iterative review with yourself answering the following questions at each stage to ensure a successful final delivery. Present the visualization tool prototype to the key stakeholders for feedback on the following grounds:


  • Fitness of purpose – does it answer the key questions outlined?
  • Functionality – does it operate in a manner that supports the desired use case?
  • UX/UI – does it meet desired standards of usability and accessibility for the projected user base.


Following the last stakeholder review, the visualization tool can be demoed to the target user base.

Step 9
User acceptance testing.

Following the last stakeholder review, the visualization tool is presented to a sample of the target user base, with a description of the questions the tool aims to address, and a demonstration of functionality.


The sample users are given a timeframe to compile feedback which is reviewed and used to inform updates to the UX/UI. The visualization tool is updated to implement the requested changes which pass internal review.

Step 10
Deployment and training

Following a final review by the key stakeholders Data Portal is deployed and made accessible to the entire target user base. Bespoke online training and support will be arranged and delivered during the lifetime of the project with a dedicated support center, a new user quick start guide and data portal documentation. The three core aspects the training will cover are, data visualization, data searching, and predictive model use. Additional training modules can be scoped upon request within the allowable time frame.

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Free consultancy call

Contact us today for a free 1-hour Data Portal consultancy session. In this session, we will guide you through the steps involved in setting up a data collaboration platform. Everything from who should be involved, the types of data, the types of users and how to get insight. You will have a clear path to success and we can answer your questions and help you map out the framework that will best suit your needs.

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