Research Roles and Skills To Support Advanced Analytics and Ai Initiatives
Research Roles and Skills To Support Advanced Analytics and Ai Initiatives
Zain Khan
2 August 2022
Roles and Skills to Support Advanced Analytics
and AI Initiatives
Published 2 August 2022 - ID G00770015 - 44 min read
By Analyst(s): Zain Khan
Initiatives: Analytics and Artificial Intelligence for Technical Professionals
Overview
Key Findings
■ The proliferation of, and continuous development in, AI has created the need for
roles and functions to help combat the challenges around data complexity and
access, ML model ownership, fairness, and explainability.
■ “Build once and forget” approaches result in the inability to retain key engineering
design patterns and best practices, thereby limiting reusability and hampering AI
maturity within organizations.
Recommendations
Technical professionals looking to work in the advanced analytics domains should:
■ Focus on acquiring and strengthening skills around data management and AI use
case determination to overcome the most pressing challenges faced in AI
implementations.
■ Define key roles catered to each phase of the ML development life cycle, aligning
business goals with long-term ML growth and working together as part of an AI team
to achieve greater strategic success in advanced analytics implementations
By 2024, 40% of all organizations will offer or sponsor specialized data science education
to accelerate upskilling initiatives, up from 5% in 2021.
Through 2023, the machine learning engineer will be the fastest growing role in the AI/ML
space, with open positions for ML engineers half (50%) that of data scientists, up from
less than 10% in 2019.
Analysis
Introduction
Artificial Intelligence (AI) is maturing at a rapid pace. According to Gartner’s AI in
Organization’s Survey 2021, AI usage increased from 35% in 2019 to 52% in 2021.
However, data complexity and accessibility, difficulty measuring AI success, and lack of
skills of staff remain the top barriers to AI implementation (see Figure 1). As a result, the
demand for a highly skilled and diverse AI role continues to soar.
The technical barriers shown in Figure 1 form essential areas of growth and progress for
data and analytics professionals looking to work in AI initiatives. This research defines the
core and emerging roles and skills for technical professionals in the ML/AI space. ML is a
subset of AI and constitutes the dominant method in creating AI solutions. For more
information on the differences between AI, ML and deep learning, read Go Beyond
Machine Learning and Leverage Other AI Approaches.
The roles discussed in this paper include data scientist, citizen data scientist, ML
engineer, ML architect, model owner and model validator. It should be noted that these
roles are not exhaustive, but are a core combination of key and emerging roles and the
overall AI solution needs input from other professionals as well. For more details, read
What Are Must-Have Roles for Data and Analytics?
The team should focus on synergy and not just be a sum of its parts. Citizen data
scientists can work on business use case evaluations with ML model owners and often
create prototypes and proofs of concept (POCs) using self-serve SaaS platforms. Data
scientists can put these POCs to work by concentrating on the technicalities and working
with open-source platforms and frameworks to build and train the model. Once the model
has been developed, ML engineers optimize it and place it in production. Model validators
perform quality assurance and testing to ensure the model remains explainable to model
owners, and model owners can track ML models using model observability tools. All this
work happens under the design blueprint and framework outlined by the ML architect, who
lays down the architecture, rules and processes, and ensures the privacy and compliance
frameworks are also followed. Each of these roles is discussed in later sections.
Data Scientist
Role and Responsibility
Data scientists stand at the center of any advanced analytics initiatives and have
remained the most popular persona within this space. The nature of the role and
responsibilities of a data scientist can vary based on their experience, the size and
analytics maturity of the enterprise, and project complexity. As such, their responsibilities
will vary and include:
■ Machine learning development and tuning. This involves ML model learning and
training, hyperparameter configuration and fine tuning the ML model. This is the core
responsibility of data scientists and should be a collaborative and consultative effort
in participation with senior data scientists.
■ Researching AI and ML use cases catered to the different business domains and
defining success criteria (in consultation with the ML architect). They should assess
the viability of ML to achieve tangible business outcomes and determine whether the
business problem even calls for an ML/AI solution.
■ Selecting the correct algorithms for ML development. Depending on the use case,
data scientists will spend time researching the correct ML algorithms and techniques
and selecting between supervised, unsupervised or reinforcement learning. For more
details, read Machine Learning Playbook for Data and Analytics Professionals.
■ Data selection and management. Data complexity, quality and accessibility are the
top barriers for AI implementation. Data scientists should work closely with data
engineers by serving as advisors in the building of data lakes, warehouses and
lakehouses. Data scientists should define use-case-specific domain and ML
transformation and data selection rules for data engineers and define the ease of
data accessibility. For instance, they should identify batch versus streaming or
structured versus unstructured data or, within a lakehouse implementation, stage the
“silver” or “gold” layer in object storage as delta/parquet files versus staging in a
data warehouse. For more details, read Essential Skills for Data Engineers and Data
Engineering Essentials, Patterns and Best Practices.
■ Data exploration and visualization. Data scientists should spend time exploring
data and observing patterns and anomalies from the refined data collected. This not
only helps them to understand key metric behaviors but will also shed light on
anomalies. This task is usually carried out by junior data scientists as they seek to
gain an understanding of the data landscape.
Data scientists should also take on the task of spreading data literacy and explaining the
benefits of adopting advanced analytics to aid in decision making. They can help dispel
myths around AI explainability and fairness and help educate business users on the
myriad AI use cases that can aid and enhance business decision making.
Skills Required
There are many certifications and training programs offered by almost all major
technology companies that offer a good combination of critical thinking and machine
learning skills. Examples include IBM Data Science Professional Certificate and
Stanford’s Machine Learning programs. Some cloud vendors, like Amazon Web Services
(AWS) have launched interactive platforms, such as DeepRacer, that provide hands-on
training and ML development in a gaming environment.
Technical Skills
■ Understand the steps involved in the machine learning life cycle, including:
■ Data selection and preparation (on-premises data stores versus cloud, batch
versus streaming, files versus database, synthetic versus real data)
■ Model training
■ Model selection
■ Model interpretation
■ Inference
■ Have working knowledge of cloud computing and ML platforms and tools. For
instance, Amazon SageMaker, Microsoft (Azure Machine Learning), Google’s Vertex
AI and IBM Watson. For a detailed list of the rankings, see Magic Quadrant for Data
Science and Machine Learning Platforms.
Nontechnical Skills
Technical skills alone do not define a data scientist. Personality fit, communication skills
and business acumen are key skills as well. Technical professionals looking to set
themselves up for success as a data scientist should:
■ House deep domain expertise within their functional areas around the terms, metrics
and the overall business function. This is essential because it will help them in
designing effective use cases for ML and AI that are catered to the respective
business units.
■ Have a curiosity mindset that is always open to researching new use cases and
possibilities.
Upskill Path
Data scientists looking to upskill have multiple options in this regard:
However, many data scientists may opt to move up in seniority toward a senior data
scientist and then toward the principal data scientist and eventually aim for the chief data
scientist position. For more details, read The Chief Data Scientist Role Is Key to Evolving
Advanced Analytics and AI.
■ Use their domain expertise in researching effective ML business use cases and help
develop the project objectives.
■ Help bridge the skills gap by using Augmented ML and AI functionalities and low-
code SaaS applications. These capabilities automate the different steps in the
development of AI systems and applications using drag and drop interfaces and
including feature engineering, algorithm selection, model training and
hyperparameter optimization.
■ Educate businesses on the benefits of AI because they are also SMEs from their
respective functional areas. They can be excellent sources of expanding data
literacy, educating business leaders on the benefits of AI and filling knowledge gaps
in more mature analytical setups.
■ Lay the groundwork for future AI development. Organizations in the infancy stage
or lacking technical skills may often hire citizen data scientists to start ML
initiatives. As such, citizen data scientists can provide valuable expertise down the
line when expert technical professionals are hired.
■ Glue IT and business together. They have the opportunity to present the analytics
perspective to senior business leadership and model owners and to present the
business perspective to data scientists and ML engineers.
Skills Required
Citizen data scientists are being considered to fill in a wide variety of skill sets, and with
access to many tools and platforms, the skill requirements keep expanding. Although this
document provides an overview of the skills required, cloud vendors have started offering
training programs for citizen data scientists. Examples include Teradata’s Citizen Data
Scientist and C3 AI’s Citizen Data Scientist programs.
Business or technical professionals looking to work as citizen data scientists should have:
■ A strong grasp of AutoML and integrated-ML and AI tools, pretrained models, and
data warehouses with augmented AI/ML capabilities. There are many products that
specialize in the AutoML and integrated-ML space and provide GUI-based self-serve
AutoML functionalities such as: Azure Machine Learning Designer (Azure Machine
Learning Studio), Amazon SageMaker Canvas, Google Vertex AI (AutoML), IBM
AutoAI, DataRobot and [Link]. More can be found in Magic Quadrant for Data
Science and Machine Learning Platforms.
■ End-to-end ML development life cycle knowledge. This includes data acquisition and
preprocessing, model building and training, and model testing and deployment.
■ Strong understanding of key metrics and KPIs. This is necessary in order to analyze
data and construct ML models that answer key business questions.
■ Proficiency in the use of business intelligence tools, such as Microsoft Power BI,
Tableau, Looker and ThoughtSpot. A complete list can be found within Magic
Quadrant for Analytics and Business Intelligence Platforms. These tools enable self-
serve descriptive analytics and often provide a launching pad for predictive analytics
as more and more AI capabilities are being added.
■ Experience using self-serve data transformation tools to prepare data for ML use
cases. They should be able to access data, whether stored in data warehouses, data
marts or data lakes. Modern ML platforms (e.g., Amazon SageMaker Data Wrangler)
have self-serve data preparation built into them.
Nontechnical Skills
■ Excel in teamwork and collaboration. Because they occupy the boundary between
technical and business users, they should be able to work with senior data scientists.
Upskill Path
They also have the option of pursuing leadership positions within their respective
domains and providing an analytics perspective to business decision making. This can
involve taking the role of a model owner, which will be discussed later in this paper.
ML Engineer
Role and Responsibility
ML engineers are software engineers with a focus on machine learning. They put into
production what data scientists design, experiment and build. Technical professionals
looking to work as ML engineers should expect to:
■ Performance tune and scale out the ML models data scientists have developed.
Data scientists are not software engineers, and ML engineers will be expected to
refactor their Python or R codes into production-ready code and ensure the models
are scalable.
■ Work with data engineers to ensure data storage (data warehouses or data lakes)
and data pipelines feeding these repositories and the ML feature or data stores are
working as intended.
■ Evaluate open-source and AI/ML platforms and tools for feasibility of usage and
integration from an infrastructure perspective. This also involves staying updated
about the newest developments, patches and upgrades to the ML platforms in use
by the data science teams.
Skills Required
ML engineers bring software engineering best practices to ML and AI development, but
also serve as key members of an overall data science team. Their skills can also be
divided into technical and nontechnical skills
Technical Skills
■ Be familiar with ML algorithms, AI use cases and applications. They should also
have an understanding of, but not expertise in, open-source high-code frameworks
like PyTorch or TensorFlow, augmented AI and ML platforms, pretrained ML models
and integrated AI PaaS tools. Examples include Azure Machine Learning Studio,
Google’s Vertex AI, IBM Watson Studio, Amazon SageMaker and open-source tools
like Kubeflow. For a detailed list, see Magic Quadrant for Data Science and Machine
Learning Platforms.
■ Have knowledge about data engineering concepts, tools and automation processes
(DataOps) since data pipelines and architectures provide the base for building AI
solutions. Examples include MPP data warehouses like Snowflake and Amazon
Redshift and all-in-one Apache Spark platforms like Databricks.
Nontechnical Skills
■ AI strategy development. They should help devise, along with data scientists and ML
architects, the long-term AI growth plan, keeping in mind the scalability and
availability of resources.
■ Possess an open willingness to learn. This will be crucial in keeping abreast of new
developments within the AI and ML space as more and more vendors offer AI
orchestration and integration tools. For example, they can learn Agile development
and gain an understanding of using Scrum. This can allow for quick creation and
prototyping for AI initiatives.
Upskill Path
ML engineers looking to upskill have a tremendous opportunity to transition to a hybrid
data scientist role or work toward attaining the AI or ML architect position. Because ML
engineers already possess an understanding of ML algorithms, software engineering and
DevOps principles, they only need to focus on strengthening theoretical knowledge around
statistics and mathematics, in addition to learning ML model development and research.
Because they work in close collaboration with data scientists, they can shadow and learn
domain-specific ML expertise.
ML Architect
Role and Responsibility
ML architects are the chief technical professionals that are responsible for designing,
building and overseeing the overall AI and ML solution in organizations. They are the
central point that provides expertise on ML complexities around interconnectivity,
integrations, privacy, security, scalability and operation.
■ Architecting, designing, directing and leading AI and ML solutions that are scalable,
fault-tolerant and low-bias and that can be integrated and operationalized using
available tools and resources.
■ Evaluating ML explainability toolkits and product features and aligning them with
business use cases. This includes adherence to regulatory frameworks, security and
privacy, explaining the inner workings of the model and interpreting the outcome of
ML models to the business community.
Skills Required
Technical Skills
■ Expertise in data science and ML development life cycle and the tools and platforms
around it. They should be familiar with open-source programming languages like
Python, R, SAS and MATLAB. They should know the differences between augmented
AI/ML platforms, pretrained models and integrated ML and AI solutions.
Nontechnical Skills
ML architects are expected to have strong soft skills as well, and these include:
■ Contract management and end-user license agreements. The architect should also
be skilled at managing vendors and their services, contract agreements and end-user
licensing agreements.
■ Systems design thinking from a holistic perspective. Because their chief role is to
design scalable ML applications that can integrate into the company’s systems, they
need to architect and design ML systems that can easily integrate.
Upskill Path
ML architects occupy the most senior technical position within the ML/AI space. They are
ideally placed to move into senior leadership and management positions. However, this
will be highly dependent on the organization they work in. Mature organizations can offer
different pathways, depending on the organizational structure
Chief data scientist is the most senior advanced analytics role within an organization, and
those in this position prioritize how ML and AI can contribute to strategic business
initiatives. They focus on the ethical implications and manage risks associated with ML
and AI development. They help develop and motivate a data-driven culture, with
workshops and sessions, to explain AI and data science. As such, they serve to provide
inspiration for growth and management of data science teams and AI initiatives. For more
information, read What Are the Top 3 Priorities for Chief Data Scientists?
Model Owner
Role and Responsibility
Model owner is not a strictly defined title. The role can be assumed by domain experts
assigned to ML and AI development catered in their respective business units, or it can
be an enterprise role with a single person held responsible for all ML models.
Analytics and business professionals looking to take the role of a model owner:
■ Own the ML model from the business perspective. They decide what business use
case the model serves and ensure business value is maintained as time progresses.
■ Do not need to have a separate working title. They can work part-time and can hold
official titles, such as director, manager or even business analyst and report to the
respective business heads for which the AI initiative is being developed.
■ Provide the business perspective and can provide functional requirements for the
ML model, thereby playing the dual role of a business SME. They can define the
business rules and definitions and provide clarity on the nuances around data,
including data quality, testing and validation. They are responsible for ensuring the
business rules, definitions and process updates are continuously documented and
communicated to the data science team.
■ Can help define model monitoring and measurement framework to create drift
alerts based on business KPIs. This is essential to prevent model performance
degradation and value dissipation.
■ Define the rules for, and provide, signoff on ML models. They ensure the ML models
meet the business requirements as part of the requirements submitted
Skills Required
Model owners need to possess enough technical skills to understand data science, but are
not required to be technical experts in this domain. Their skills can be divided into
technical and nontechnical as well.
Technical Skills
■ A strong understanding of model monitoring to ensure they can identify model drift
from the business perspective and alert the data science team accordingly. They
will, most often, use model observability tools like IBM Watson OpenScale and
Amazon SageMaker Model Monitor to observe the ML models. For more details,
see Case Study: Monitoring the Business Value of AI Models in Production
(Georgia Pacific).
■ An understanding of ML use cases and types and the ability to understand the
correlation with the business use case as selected by data scientists.
Nontechnical Skills
In addition to technical skills, model owners should have the following soft skills:
■ Excellent communication and collaboration skills. Because the model owners serve
as business experts on the ML models, they need to have strong teamwork skills so
they can work with data scientists and serve to glue business and ML domains
together.
■ Presentation skills. This skill is key and encompasses the use of presentation slides
or even charts to help explain and understand the evolution of the ML model.
■ Organizational knowledge. This will help model owners to understand the overall
enterprise domain they operate in and what the long-term goals of their respective
business domains look like. As such, they can offer valuable feedback to senior
leadership on AI strategy and governance.
Model owners, who function as managers or senior leaders within their functional groups,
can look to position themselves as analytics leaders within the enterprise and should look
at the head of AI or the chief data analytics officer (CDAO) role. CDAO is an emerging role
within data and analytics and focuses on executive accountability to drive data
mandates. CDAOs help organizations become data-driven by aligning business strategies
with data and analytics initiatives and providing an analytics focus to business decision
making at the executive level. For more details, read The Chief Data and Analytics Officer’s
Journey to Business Success.
Model Owners can also emerge from the risk management domains and can bring the risk
perspective to AI solutions. They can provide guidance and help improve AI solutions by
incorporating security and cybersecurity best practices. According to How Organizations
Manage AI Information Risk Today, risk management is still very limited within the AI
domains. However, CISOs rank it as the second most urgent digital technology trend to
secure in the near future. Adding AI and ML knowledge to information risk officers can
help them better plan and integrate enterprise risk management processes into AI
solutions. Upskill paths can involve moving toward the CISO or CRO roles.
Model Validator
Role and Responsibility
Model validators can be data scientists who take on the function of a QA engineer and
work independently of data scientists that are developing the ML solution. They will
operate under a shorter period of time, and their primary function is to evaluate and test
the ML model. They will focus on model testing, interpretation and explainability. Some of
the responsibilities they are expected to have are as follows:
■ Use case verification. Validators will understand and ensure the ML solution has
been built according to business requirements as established from the model owner
or the functional unit.
■ Testing the ML model. They can conduct scenario analysis to ensure the model is
resistant to any severe events. Apart from this, they should also work with ML
engineers to set up testing environments with the availability of testing data.
■ Model robustness. Validators should work with ML engineers to ensure the model
produces stable performance in the event any data or any relationships change. This
involves testing for drift, noise and bias, as well as developing monitoring policies for
deployed models.
Skills Required
Model validators are expected to have similar expertise within the data science domain as
regular data scientists and, as such, should possess both technical and nontechnical
skills:
Technical Skills
■ Strong background in statistics, mathematics, computer science with programming
knowledge in Python, R, SQL, MATLAB; open-source frameworks such as TensorFlow
and PyTorch; and development studios such as PyCharm and Spyder.
■ Design and development knowledge of the entire ML life cycle and a strong
understanding of ML algorithms and their use cases.
■ Data visualization and reporting skills to help in clustering and data exploration.
This can help explain a model’s input data behavior to data scientists and model
owners. Examples include BI tools like Tableau and Microsoft Power BI and Python
libraries such as seaborn.
Nontechnical Skills
Model validators will need to have strong soft skills as well because they will take on the
challenging task of explaining model behavior to the business. They should have the
following skills:
■ Time management. Because validators will often be operating under a shorter time
span to complete testing and validation, they should have strong time and calendar
management skills.
Upskill Path
Model validators can transition to a full-time data scientist role because they already
possess a strong understanding of data science practices. They need to develop in-depth
expertise on the ML development life cycle and strengthen coding and algorithm
knowledge. Because they work in close proximity to data scientists, job shadowing can be
an excellent way to gain skills while working
Another option can be switching to the software engineering domain and pursuing the
traditional quality assurance role. The QA role has been long established and will require
training on software development life cycle, authoring software test cases and automated
testing as well as learning new tools and platforms like Jira Software and Confluence.
The AI Team
Roles discussed in this paper should work together as part of a core AI team and help
drive advanced analytics initiatives. This is backed by Gartner’s AI in Organization’s
Survey 2021, which indicates that 80% of organizations have a formal AI team and that
business units’ trust and readiness to use AI is higher with a formal AI team. The ability to
get AI POCs into production is higher, and organizations are more likely to have a process
to continuously evaluate AI initiatives with a formal team. Hence, an AI team with clearly
defined roles and responsibilities can go a long way toward the strategic implementation
of AI within organizations.
A question analytics leaders are often faced with is when to hire, which roles to prioritize
and how to hire or train employees. There is no definite answer to this, and it will vary
based on the organization’s analytics maturity, availability of skilled personnel and project
complexity. In Case Study: Internal Data Science Team Development (Eastman), Eastman
developed employees internally by initially focusing on analytics-oriented domain experts.
Eastman’s analytics maturity and training timeline is shown in Figure 9. This is a sound
approach because AI use case determination continues to be a major challenge as
evidenced in Figure 1. Having domain experts morph into advanced analytics specialists
(citizen data scientists) will lead to more nuanced AI development. Eastman initially
focused training on basic statistical analyses of business processes, data quality
improvement and BI.
Eastman gave around 1.5 years for its team to mature and develop expertise in analytics
and then made its first external hire from a graduate data science program. Eastman
could have hired this resource earlier, but realized the business was not ready for
advanced analytics as yet. The new hire brought ML expertise and extended capabilities
to include text analysis and forecasting. Around three years in, the team had matured
enough to work on complicated NLP cases, and it began hiring for more experienced and
skilled roles.
Companies starting on their journey can take a similar approach to Eastman and should
incrementally add resources rather than hiring experienced, expensive professionals from
the get-go. Initially, citizen data scientists can be developed internally, but as time matures,
a skilled data scientist and then ML engineer and architect can be added. As AI matures
and proliferates in the organization, model owners and validators should begin to be
assigned. This staggered approach will ensure that data literacy propagates within the
business units and that the organization becomes AI mature at a gradual and more
nuanced pace.
Organizations looking to leverage this model for advanced analytics can replace the role
of SMEs and business translators with model owners. As this team matures, it can add
more specialized roles like the ML Engineer, ML Architect and the model validator.
Data scientists, ML engineers, citizen data scientists and ML architects should upskill to
learn more about current trends and best practices in the data management discipline.
This includes understanding the different data architecture approaches and differences in
data lakes, data lakehouses and data warehouses. They should be active participants
during the planning and development of these architectures and provide
recommendations on how data will be used for ML and AI development. This will ensure
that the data access layers will be prepared according to the data requirements for ML
and AI development and will reduce the challenges in data accessibility and complexity.
Another area of concern has been on the AI explainability, testing and ownership front. ML
models are often considered black box, and business trust in accepting the output of ML
models has remained a challenge. Gartner recommends technical professionals explore
roles catered to ML model explainability and ownership, apart from core machine learning
and data science. Model validators build trust in AI and ML solutions by playing the role
of a QA engineer. They will test the ML model for fairness and trust and ensure that it is
free from bias and its outcomes are explainable to business. Subject matter experts from
business domains can play the role of model owners and provide ownership on the ML
models as well as provide continuous feedback on day-to-day operations from the
business perspective. Model owner will not be a specific title within the advanced
analytics team, but rather a dual-functioning role. Model owners will usually be SMEs
from the respective business units for which the AI solution is being developed. Technical
and business professionals should look to explore these two emerging roles as part of
their training and upskilling in ML and AI. The addition of these roles to a core AI team
brings balance in the form of providing quality assurance, testing, monitoring and
explainability for the AI solution.
Conclusion
AI usage and adoption in companies is increasing at a fast pace, and technical
professionals looking to work in challenging roles within the AI space should look to
upskill themselves accordingly. Emerging roles of the model validator and model owner
help in validating and ensuring the AI solution meets the customer’s expectations. Data
scientists and ML engineers will be asked to play increasingly hybrid roles where the
functionalities of both will overlap as more and more companies move toward
productionizing their ML models. Citizen data scientists can play a crucial role in
spreading data literacy within their functional units as well as help lay the foundations for
future AI development. The ML architect will assume more responsibility, especially
toward governance, ethics and security, as AI solutions take center stage and proliferate
into the mainstream enterprise application architecture. It is important for these roles to
work together as part of a core AI team to evaluate AI propositions, define best practices
and achieve greater strategic success by leveraging the skills of each individual role
accordingly.
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