Coaching Overview

One of our core focuses is on fully equipping our customers to manage their solutions and grow their data accessibility programs. Your Support Program helps ensure continuous support as your data program evolves. 

What is Coaching?

Technical Coaching is designed to help increase the value of your existing Data & Insights services, included as part of your Silver, Gold, or Platinum Support ProgramYour Data & Insights Coach is your technical partner for a scheduled session. We'll start by reviewing and understanding your current and future focus areas. Then, you and your Coach will partner on a particular set of questions, issues, or technical roadblocks you might be encountering – this could range from creating effective visualizations, setting up metadata, to configuring a data automation workflow. 

How Does a Coaching Session Work?

Our Coaching Sessions are usually self-contained one-hour engagements, conducted remotely, with up to three attendees. Our goal is to help develop and advance technical understanding as your open data program grows. To accomplish this, we'll partner with you to dive into your questions, a goal you have, or roadblock you're facing to help you strategize the most suitable option(s) based on your unique situation. Your Coach may demonstrate applicable techniques, tools, or procedures with to help you achieve success. 

Coaching Topic Examples

  • Data publishing
  • Data automation
  • Metadata setup and configuration
  • Roles and Permissions
  • Leveraging Site Analytics to inform focus areas
  • Finance Insights dashboard configuration
  • Header and Footer Management
  • Administering Stories
  • Configuring a performance goal
  • Public Finance configuration
  • Setting up your Esri Connector
  • Federating content
  • Visualization building


Scheduling a Session

Customers with a Support Package of Silver, Gold or Platinum have access to a Data & Insights Consulting Coaches. To schedule a session either reach out to your Data & Insights Customer Success Manager (CSM) or send an email to Sessions are typically scheduled one week in advance.

To help maximize your time, please include the following information:

  1. The topic of the engagement
  2. Specific goals or desired session outcomes
  3. The Data & Insights site(s) to be used during the session along with a link to any specific datasets, if applicable
  4. Relevant data files (csv)
  5. Your preferred days or times


Session Cancellation Policy

We work hard to ensure that our team is well-prepared and focused on each engagement. If you need to reschedule your Coaching Session, please provide 48hrs notice by emailing If we don’t receive adequate notice, we may deduct from your Coaching Hours half of the scheduled time.


More About Coaching

Learn more about our Support Programs and Policies at the following link: Support Policy

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