Data democratization is no longer just a buzzword; it is a business imperative. When every team can access and understand data, decisions are faster, collaboration is stronger, and insights are more actionable. Infoveave is designed to make this possible by giving non-technical users the tools to create and manage data projects without depending on IT or data engineering teams.
This blog walks through a complete, hands-on process of setting up a data project in Infoveave. You will learn how to configure Domain, Project, Tier, Tag, and Business Glossary, add data sources and workflows, and even visualize how everything fits together.
A Domain acts as a broad container for a specific business function or department. It represents an area where data originates and is managed, such as Marketing, Finance, Retail Operations, or any other function that handles significant information. Defining domains clearly helps establish ownership and provides structure, ensuring that users across the organization can easily understand where different data assets belong.
To create a domain:
Navigate to Administration → Data Governance → Domains
Click New, add a name and description, and assign ownership.
Save your changes.
Using meaningful names, such as Customer Insights or Supply Chain, makes it easy for every team member to find and recognize the right domain.
Inside each domain, a Project captures all the assets for a specific initiative, from data pipelines to dashboards.
Open the chosen domain and go to Projects → New Project.
Enter a name (for example, Retail Sales Analytics), add a short description, and select the ownership.
Once the project is set up, the next step is to bring in the data and resources it will use. This ensures that every relevant connection and component is organized within the project for easy access.
Go to Assets.
Review the full list of available resources, including data sources, workflows, dashboards, lists, and forms.
From the right panel, assign each asset to the appropriate domain, project, tier, and tag to keep everything clearly organized and simple to locate.
Tiers help classify datasets and workflows according to their sensitivity and regulatory requirements, making it easier to manage access and maintain governance.
Navigate to Tiers.
Click new
Add tiers like Confidential, Sensitive, or Regulated.
Assign each source and workflow to the appropriate tier for clear lineage and governance.
Tags are cross-cutting labels that make assets easy to search and manage. Use them to indicate department, sensitivity, or priority.
Under Tags, create reusable labels such as Sensitivity: PII, or Priority: High.
Attach tags to projects, data sources, and workflows.
Later, filter dashboards or automate retention policies using these tags.
A Business Glossary ensures everyone speaks the same language. Definitions like Active Customer or Net Revenue link business terms to actual data.
Go to Glossary → New
Define your Business KPIs and Keywords here. You can use GenAI to define the same.
This is a critical step in data democracy—when teams agree on terminology, they make decisions with confidence.
Role-Based Access: Give broad read access but restrict write privileges for sensitive assets.
Consistent Naming: Standard names across domains, projects, and tiers help non-technical users locate the right data.
Regular Glossary Updates: Keep business terms current as processes change.
By carefully setting up domains, projects, tiers, tags, and a business glossary—and by linking data sources and workflows—you create more than a technical structure. You create a culture where every authorized employee can explore, understand, and use data.
Data democracy in Infoveave is not just an idea. It is a practical, repeatable process that turns raw information into a shared asset for decision-making across the enterprise. Add your own screenshots to these steps, and you have a ready reference for teams to start building their own data projects today.