Getting started with SourceDay DaaS is simple, but following these best practices will help your team get the most value out of your data from day one.
Start with the pre-built views
Begin by exploring the standard functional tables and metrics provided by SourceDay. These pre-configured datasets include supplier performance, buyer activity, and item risk insights; perfect for quick wins and proof-of-value dashboards before building custom joins or calculations.
Keep security in mind
Your DaaS environment is secured with row-level access control and rotating key-pair authentication.
Always store keys and credentials securely.
Don’t share credentials across users.
Expect key-pair rotations every 6 months (handled automatically by SourceDay).
Leverage read-only access safely
All DaaS accounts are read-only. You can query and export data, but you can’t modify tables or create saved views directly in Snowflake. Perform your data transformations or custom reporting within your BI or ETL tools (like Power BI, Tableau, or dbt) to keep your instance lightweight and secure.
Automate early wins
This builds quick value and confidence in your DaaS data integration, automate simple workflows or alerts early in your rollout, for example:
Flag purchase orders not acknowledged within 3 days.
Notify teams when supplier on-time delivery falls below a set threshold.
Join datasets to internal systems
Combine SourceDay DaaS datasets with your ERP, supplier, or inventory data to build richer, business-specific dashboards. This unlocks deeper insights into cost savings, supplier reliability, and buyer efficiency.
Document and standardize queries
As your team builds recurring reports or dashboards, document your standard SQL queries and metric definitions. This ensures consistency and helps new analysts onboard faster.
Stay updated and connected
SourceDay periodically enhances the DaaS data structure and metric definitions.
Review new documentation releases from Snowflake to stay aligned.
Partner with your SourceDay CSM for guidance on schema updates or advanced integrations.
Explore SourceDay’s data enrichment
DaaS isn’t just a data feed; it includes SourceDay’s procurement intelligence models for supplier reliability and item predictability. Incorporate these enriched datasets early to uncover risk and opportunity areas you might otherwise miss.