Klarun Documentation

Documentation

Everything you need to set up, configure, and use Klarun, your data team's operating system.

This documentation covers all six modules (Reporting, Governance, Platform, People, Projects, and FinOps), the 360 Assessment, Organization Settings, and the Roles system. Use the sidebar to jump to any section.

Get Started

What is Klarun

Klarun is a Data Ecosystem OS, a single platform that gives data leaders and their teams full operational visibility over every layer of their data organization: the reports they produce, the assets they govern, the people they manage, the platform they run, and the investments they make.

It is designed for CTOs, heads of data, and BI managers who need to operate at scale without the overhead of custom tooling. Rather than spreading context across Notion pages, spreadsheets, and disconnected BI portals, Klarun centralizes it, and connects to the tools your team already uses (Power BI, Databricks) to pull live data automatically.

Klarun follows a hybrid input model: some data is imported automatically through integrations, while other data is registered manually by your team. Both types live in the same interface and can be enriched, tagged, and acted upon in the same way.

Module Summary

Klarun is organized into six modules. Each module covers a distinct area of your data operation.

ReportingOperational Cockpit · Report Catalog · Maturity Benchmark

Centralizes all reports, dashboards, and BI assets across your organization.

GovernanceObservability Hub · Assets · Data Quality · Contracts & Sources

Tracks data assets, quality issues, vendor contracts, and governance health.

PlatformArchitecture · Health · Business Domains · Assessment

Documents your data platform architecture, business domains, and operational health.

PeoplePeople Ops · Data Team · Onboarding

Registry of your data organization, workforce analytics, and onboarding library.

ProjectsPortfolio · Objectives · Key Results · Initiatives · ROI Evaluator

OKR framework and initiative tracking for your data strategy.

FinOpsCost Intelligence · Budget & Plan · Actual Cost

Plan and track data platform spending, budget vs. actuals, and cost by platform.

Starting with Klarun

Follow these steps when setting up Klarun for the first time. The order matters, because organization settings and integrations unlock data that later steps depend on.

Complete Organization Settings

Go to Settings → Organization. Fill in your organization name, industry, company size, fiscal year start month, and timezone. These values power FinOps reports and benchmark comparisons.

Verify your domain

Still in Settings → Organization, register your company email domain. Once verified, anyone with a matching email can join via an invite link, with no one-off codes required.

Invite your team

Go to Settings → Membership and generate an invite link. Choose multi-use (whole team), email, domain, or single-use types. Assign roles before or after members join.

Connect integrations

In Settings → Integrations, connect Power BI and / or Databricks. Once connected, Klarun syncs all reports and assets from those platforms automatically. Integrations require the Business plan or higher.

Populate Reporting

In Reporting → Report Catalog, your synced reports will appear immediately. Enrich them with Domain, Subdomain, Owner, and Schedule. Manually register any reports from other tools.

Build out People

In People → Data Team, add every member of your data organization. Complete profiles (role, squad, seniority, skills, platforms, and languages) to unlock People Ops workforce analytics.

Add onboarding resources

In People → Onboarding, upload documents, paste links, or write text notes in each of the eight onboarding sections. New joiners access everything from this page.

In Platform → Architecture, document your data layers and infrastructure components. In Platform → Business Domains, map your domains, and in Platform → Health, add any ongoing incidents.

Set up Governance

Assets are synced from integrations. In Governance → Contracts & Sources, add your data source contracts and SLAs. In Governance → Data Quality, log active quality issues.

Configure FinOps

In FinOps → Budget & Plan, enter your budget per platform and category. In FinOps → Actual Cost, record actual monthly spending. Cost Intelligence then computes budget vs. actuals automatically.

Define Projects (OKRs)

In Projects → Objectives, create your strategic goals. Link Key Results to each objective, then create Initiatives (the concrete work items) on the Initiatives kanban.

Free Plan

Klarun offers a free plan that lets you get started without a credit card. It is designed for small teams exploring the platform or for organizations that primarily need the core Reporting module.

Free · $0 / month

5 data-team seats
Core reporting module
Basic data governance

Not included: viewer seats, integrations, AI assessment, and activity analytics.

To unlock all modules (Reporting, Governance, Platform, People, Projects, and FinOps) plus Power BI and Databricks integrations, upgrade to the Business plan ($390 / month) or higher. AI features such as the 360 Assessment require the Corporate plan or higher. See the pricing page for a full comparison.

Module

Reporting

What it is

The Reporting module is the central registry for all reports, dashboards, and data products in your organization. It gives every stakeholder a single place to find what exists, who owns it, how often it refreshes, and where to open it. The Operational Cockpit sits on top of the catalog as a live summary of reporting activity and health.

Pages: Operational Cockpit, Report Catalog, Maturity Benchmark

What it can be used for

Operational overviewSee reporting activity, coverage, and health at a glance on the Operational Cockpit.

Report discoveryLet any stakeholder find reports across all BI tools from one search.

Ownership trackingKnow who is responsible for each report and who to contact for updates.

Refresh visibilitySurface report freshness (daily, hourly, or on demand) to consumers.

Catalog enrichmentTag reports with domains and subdomains to enable business-aligned filtering.

Maturity assessmentBenchmark your organization's reporting maturity across key dimensions.

How to fill it

Reports enter the catalog in two ways: automatic sync from connected integrations (Power BI, Databricks), or manual registration for any other tool.

Report Catalog fields

Field	Description
Report Name	Display name of the report or dashboard.
Link	URL that opens the report. Auto-filled from Power BI / Databricks sync.
Description	Free-text context: what the report shows, who it is for.
Domain	Top-level business domain (e.g. Finance, Marketing). Manually set.
Subdomain	Sub-classification within the domain (e.g. Revenue, Attribution).
Workspace	Origin workspace. Auto-filled and locked when synced from a BI tool.
Owner	Email address of the person responsible for this report.
Schedule	How often the report refreshes (e.g. Daily, Hourly, On demand).
Tool	BI tool used to build the report (e.g. Power BI, Looker, Metabase).
Status	Active · Pending Review · Maintenance · Deprecated.
Tags	Free-form labels for search and filtering.

Sync note: When a report is imported from Power BI or Databricks, the fields Report Name, Link, Tool, and Workspace are locked and overwritten on each sync. All other fields (Domain, Subdomain, Owner, Schedule, Description, and Tags) remain editable and are preserved across syncs.

Access notes

reporting_adminCan register, edit, delete, and manage all reports. Access to integration sync.

reporting_contributorCan register, edit, and delete reports.

reporting_viewerRead-only. Can browse, search, and open reports.

Module

Governance

What it is

The Governance module provides a unified view of your data ecosystem's health: all platform assets, their quality status, and the contracts governing your data sources.

Pages:Observability Hub · Assets · Data Quality · Contracts & Sources

What it can be used for

Asset visibilitySee every report, semantic model, notebook, pipeline, and lakehouse in one place.

Health monitoringIdentify broken, orphaned, or stale assets before they impact consumers.

Quality trackingLog and resolve data quality issues with ownership and severity tracking.

Contract managementTrack SLAs, renewal dates, trust status, and criticality per data source.

Governance overviewDashboard KPIs showing total assets, health scores, and open quality issues.

How to fill it

Assets are populated automatically from Power BI and Databricks integrations, with no manual entry needed. They are enriched with health flags (broken, orphan, stale) computed from integration metadata. Because assets depend on integrations, the Observability Hub and Assets pages require the Business plan or higher.

Contracts & Sources are entered manually. Each contract represents a data source your organization depends on. Fill in the fields below to track obligations and risk.

Contract fields

Field	Description
Name	Display name for the data source or vendor contract.
Source Name	The underlying data source identifier.
Domain	Business domain this source belongs to.
Owner	Person accountable for this data source.
Criticality	Low · Medium · High · Critical. Business impact if this source fails.
Trust	Watch · Stable · Deprecated. Reliability status.
Contract Tier	None · Bronze · Silver · Gold. SLA tier agreed with the provider.
SLA	Expected availability or delivery window (e.g. "99.5% uptime").
Classification	Internal · External · Confidential. Data sensitivity level.
Consumers	Number of downstream consumers of this source.

Quality issues are logged manually. Each issue captures the affected asset, description, severity, owner, and resolution status.

Access notes

governance_adminFull access. Can manage assets, create/edit/delete contracts and quality issues.

governance_contributorCan create and edit contracts and quality issues.

governance_viewerRead-only access to all governance pages.

Module

Platform

What it is

The Platform module is where you document the infrastructure your data team runs on and track its operational health. It covers architecture documentation, business domains, platform health, and a maturity assessment.

Pages: Architecture · Health · Business Domains · Assessment

What it can be used for

Architecture docsMaintain a living record of your data platform layers, tools, and infrastructure components.

Business domainsDefine the business domains your data is organized around and assign ownership.

Incident trackingLog platform incidents with severity, affected systems, and resolution timelines.

Status visibilityGive the whole organization a clear picture of current platform health.

Maturity assessmentScore your platform maturity to identify gaps and prioritize investment.

Onboarding aidNew data engineers can understand the full platform at a glance without tribal knowledge.

How to fill it

Architecture is documented as a set of layers and components. Add each layer of your stack (ingestion, transformation, serving, etc.) and the technologies used within each layer.

Business Domains are registered manually. Define each domain your data is organized around and assign an owner. Domains are referenced across Reporting, Governance, and People.

Health incidents are logged with a title, severity (P1 to P4), affected systems, description, and current status (Active / Monitoring / Resolved). Update the status as the incident progresses.

Assessment is a guided maturity questionnaire. Answer the prompts to produce a platform maturity score and a set of recommended next steps.

Access notes

platform_adminFull access. Can create, edit, and delete architecture entries and incidents.

platform_contributorCan create and update architecture entries and incidents.

platform_viewerRead-only access to architecture and health pages.

Module

People

What it is

The People module is the hub for your data organization's human layer. It combines a team registry, workforce analytics through People Ops, and an onboarding resource library.

Pages: People Ops · Data Team · Onboarding

What it can be used for

Team registryMaintain a live directory of every data team member with skills, platforms, and seniority.

Org chartVisualize the team hierarchy, grouped by seniority, with drill-down profile cards.

Workforce analyticsUnderstand team composition, skill coverage, seniority distribution, and domain ownership.

Critical skill alertsIdentify skills held by only one member, a key operational risk.

Onboarding libraryStore and share every resource a new data team joiner needs, organized by onboarding phase.

How to fill it

Data Team profile fields

Field	Description
Name	Full name of the team member.
Role	Job title, selected from the standard data role list.
Squad	Team or chapter: Platform, AI / ML, Analytics, Governance.
Seniority	Trainee · Junior · Mid · Senior · Lead · Management.
Status	Active or Inactive.
Location	City or country. Free text.
Department	Wider business department. Free text.
LinkedIn	Profile URL, shown as a link on the member card.
Skills	Named skills with a proficiency level (1 Beginner → 5 Expert).
Platforms	Tools and platforms the member works with.
Languages	Programming or query languages (e.g. Python, SQL, R).
Domain Ownership	Business domains the member is responsible for.
Salary	Monthly gross salary. Visible to admins only.

Onboarding sections

The Onboarding page is organized into eight fixed sections. Admins populate each section with documents, links, or text content.

Section	Goal	Typical content
Access	Remove all friction to start	System access, repo access, credentials, VPN setup
Business Context	Understand why the data exists	Company overview, key domains, core KPIs, data use cases
Ways of Working	How things get done	Dev workflow, sprint model, comms channels, Definition of Done
Data Architecture	Understand the big picture	Architecture diagrams, data flow, medallion strategy, key platforms
Engineering	How to build things	Coding standards, pipeline patterns, naming conventions, CI/CD
Analytics	How data is consumed	BI standards, semantic models, metrics layer, report best practices
Governance	Rules and responsibilities	Data ownership, access control, quality expectations, compliance
AI & ML	Advanced capabilities	ML workflows, feature engineering, model deployment, experiment tracking

Resource types

DocumentUpload any file (PDF, DOCX, XLSX, etc.). Stored securely; a Download button appears on the card.

LinkPaste any URL (Confluence, Notion, YouTube, etc.). An Open button opens it in a new tab.

TextWrite plain text or Markdown directly in Klarun. Shown inline with a Show more / Show less toggle.

Access notes

people_adminCan add, edit, and delete team members and onboarding resources. Can view salary data.

people_contributorCan add and edit team members and onboarding resources. Cannot view salary data.

people_viewerRead-only access to profiles, org chart, People Ops analytics, and onboarding resources.

Module

Projects

What it is

The Projects module is Klarun's OKR (Objectives and Key Results) framework. It gives data teams a structured way to define their strategy, track measurable outcomes, and manage the concrete work items that deliver on those outcomes. The Portfolio gives a high-level view across all objectives and initiatives.

Pages: Portfolio · Objectives · Key Results · Initiatives · ROI Evaluator

What it can be used for

Portfolio viewSee every objective, key result, and initiative in one place to track strategy at a glance.

Strategic alignmentConnect day-to-day work to high-level business goals through a three-tier hierarchy.

Outcome trackingMeasure progress against Key Results with numeric targets and milestones.

Initiative kanbanManage work items (initiatives) on a kanban board linked to Key Results.

ROI measurementAttach financial impact estimates to initiatives to quantify data team contribution.

How to fill it

Start top-down: create Objectives first, then add Key Results to each one, and finally create Initiatives under Key Results.

ObjectiveTitle, description, owner, quarter, status (On Track / At Risk / Off Track / Done).

Key ResultTitle, linked objective, metric type (number, percentage, binary), start value, target value, current value, due date.

InitiativeTitle, description, linked key result, owner, priority, status, start and end dates, estimated and actual impact (for ROI).

Access notes

projects_adminFull access. Can create, edit, delete objectives, key results, and initiatives.

projects_contributorCan create and update objectives, key results, and initiatives.

projects_viewerRead-only access to all Projects pages.

Module

FinOps

What it is

The FinOps module gives data leadership the financial visibility they need to run the data function as a business. It covers budget planning, actual cost tracking, and a Cost Intelligence overview that compares the two.

Pages:Cost Intelligence · Budget & Plan · Actual Cost

What it can be used for

Cost intelligenceSee planned vs. actual spending per platform and category, month by month, on one overview.

Budget planningBuild out your data platform budget by tool and category for the fiscal year.

Actuals trackingRecord actual monthly spend, with AI-assisted entry from invoices and payroll on Corporate plans.

Variance analysisTrack budget vs. actual variance automatically and spot overruns early.

How to fill it

Budget & Plan: Add budget lines for each data platform (e.g. Databricks, Snowflake, Power BI) broken down by cost category and month. The fiscal year calendar is driven by your Organization Settings → Fiscal Year Start.

Actual Cost: Enter or import actual monthly spending for each platform and category. On Corporate plans and above, AI assist can parse uploaded invoices and payroll into structured monthly rows.

Cost Intelligence reads from your budget and actuals and computes variance automatically. No separate data entry is required on this page.

Access notes

finops_adminCan create, edit, and delete budget lines and actuals. Full FinOps access.

finops_contributorCan add and update budget lines and actuals.

finops_viewerRead-only access to all FinOps pages.

The data_exec_viewer org-wide role also includes read-only access to the Cost Intelligence overview.

Intelligence

360 Assessment

What it is

The 360 Assessment is Klarun's AI-powered organizational review. It synthesizes data from across your modules (Governance, Platform, People, Projects, and FinOps) into a single, periodic assessment of your data organization's health, with narrative insights and recommendations.

Pages: 360° View

What it can be used for

Health overviewGet a synthesized, leadership-ready picture of your data organization across every module.

Period trackingGenerate an assessment per period and track how your organization evolves over time.

RecommendationsSurface AI-generated strengths, gaps, and recommended next steps.

CollaborationCapture comments and feedback on each assessment to align stakeholders.

How to fill it

There is no manual data entry. Keep the other modules up to date, then generate an assessment for a period. The quality of the result depends on how complete your Governance, Platform, People, Projects, and FinOps data is.

Access notes

The 360 Assessment is an AI feature available on the Corporate plan and above. On Free and Business plans it appears in the sidebar with an upgrade badge and is not accessible.

Configuration

Organization Settings

Settings are accessible from the sidebar under your organization name. The page is divided into four tabs: Organization, Integrations, Membership, and Billing. Only users with the org_admin role can modify settings.

Organization tab

Configure your organization profile. These values appear throughout the app and power features like FinOps and benchmarking.

Field	Description
Name	Your organization's display name, shown throughout the app.
Description	Short description of your data team or organization.
Industry	Your company's industry sector. Used for benchmark comparisons.
Size	Headcount range of the overall company (not just the data team).
Website	Company website URL.
Country	Country of the organization's headquarters.
Timezone	Used to localize scheduled refresh times and reports.
Fiscal Year Start	The month your fiscal year begins. Affects FinOps period calculations.

Domain verification

Register your company email domain to enable domain-based invite codes. Anyone with a matching email address can then join your workspace using a domain invite link, without needing a one-off code.

Verification is done via a one-time code sent to an admin email on the registered domain. Once verified, the domain is locked and used for all future domain invites.

Integrations tab

Connect your BI tools to Klarun. Synced integrations automatically populate Reports (Reporting module) and Assets (Governance module).

Power BI setup steps

Create an Azure App Registration

Go to Azure Portal → Microsoft Entra ID → App registrations → New registration. Give it any name (e.g. "Klarun Integration"), select Single tenant, and click Register.

Add the Power BI API permission

Inside the app registration, open API permissions → Add a permission → Power BI Service → Application permissions. Select Tenant.Read.All, then click Add permissions.

Power BI Service → Application permissions → Tenant.Read.All

Assign the Fabric Administrator role

In the Microsoft 365 admin center (admin.microsoft.com), assign the Fabric Administrator role to the service principal you just created.

Enable admin API access in Power BI

Open Power BI Admin Portal → Tenant settings → Developer settings. Enable "Allow service principals to use read-only admin APIs".

Power BI Admin Portal → Tenant settings → Developer settings → Allow service principals to use read-only admin APIs

Create a client secret

Back in the app registration → Certificates & secrets → New client secret. Set an expiry, click Add, then copy the Value immediately, as it is only shown once.

Connect in Klarun

Go to Settings → Integrations → Power BI → Connect. Enter your Tenant ID, Application (Client) ID, and the Client Secret value. Click Test connection, and if successful, click Save & sync.

Why the admin API?The standard Power BI API only returns workspaces where the Service Principal is a direct member. The admin API returns all tenant workspaces, which is why the Fabric Administrator role and the “read-only admin APIs” setting are required.

Databricks

Connect one or more Databricks workspaces using a personal access token and workspace URL. Once connected, Klarun syncs notebooks, pipelines, and ML assets as Governance assets and enriches the Report Catalog with Databricks-backed reports.

Membership tab

Manage who belongs to your Klarun workspace. You can view all current members, change their roles, and create invite codes.

Invite code types

Type	Behavior
Multi-use	Anyone with the link can join. Expires after 30 days.
Email	Only a specific email address can use this code.
Domain	Anyone with an email from a specified domain can join.
Single-use	One person only. Expires after 7 days.

Billing tab

View your current plan and manage your subscription. Upgrading, downgrading, and entering payment details are all handled from this tab. Only users with the org_admin role can access the Billing tab.

Access control

Roles

Klarun uses a layered role system. Every member has one org-wide role that controls baseline access across the entire workspace, plus optional module-specific roles that grant elevated permissions within individual modules.

Org-wide roles

Assigned at the workspace level. Apply to all modules unless overridden by a module-specific role.

Role	Description
org_admin	Full access to all modules and all organization settings.
org_member	Default role for new members. Read access to most content.
org_contributor	Can create and edit content across all modules.
org_viewer	Read-only access across the entire organization.
business_viewer	Focused read-only view. Can see reports, projects, and dashboards.
data_exec_viewer	Executive read-only view with access to high-level summaries.

Module-specific roles

Each module has three tiers: admin, contributor, and viewer. Module roles are additive: assigning a module role to a member grants that permission level for that module regardless of their org-wide role.

Module	Admin	Contributor	Viewer
Reporting	reporting_admin	reporting_contributor	reporting_viewer
Governance	governance_admin	governance_contributor	governance_viewer
Platform	platform_admin	platform_contributor	platform_viewer
People	people_admin	people_contributor	people_viewer
Projects	projects_admin	projects_contributor	projects_viewer
FinOps	finops_admin	finops_contributor	finops_viewer

Permission matrix

Baseline permissions by role tier, applicable across all modules. Module admins have the same privileges as org admins within their module scope.

Action	Admin	Contributor	Viewer
View all content	✓	✓	✓
Create, edit, and delete records	✓	✓	—
Manage organization settings	✓	—	—
Manage members and roles	✓	—	—
Manage integrations	✓	—	—
Generate and share invite links	✓	✓	—
View salary data (People module)	✓	—	—

Roles are assigned from Settings → Membership. Select a member, click Edit roles, and choose from all available org-wide and module-specific roles. Changes take effect immediately on next page load.