Luncheon Webinar Series May 7th, 2015

Transcription

1 Luncheon Webinar Series May 7th, 2015 Stewardship Center Overview Presented by Robert Dickson Sponsored By: IBM Corporation 1

2 Stewardship Center Overview Questions and suggestions regarding presentation topics? - send to editor@dsxchange.com Downloading the presentation Replay will be available within one day watch for with details Pricing and configuration - send to editor@dsxchange.net Subject line : Pricing For those that stay through the entire presentation, we have a extra give away! Bonus Offer Free premium membership for your DataStage Management! Submit your management s address and we will offer him access on your behalf. Info@dsxchange.net subject line Managers special. Join us all at Linkedin IBM Corporation 2

3 IBM InfoSphere Information Server InfoSphere Stewardship Center Robert Dickson, Product Specialist Information Server, 2015 IBM Corporation

4 Agenda Stewardship Center Overview High Level Walk Through Information Governance Data Quality Remediation IBM Corporation

5 POLL QUESTION # IBM Corporation

7 What Are Business Challenges Today? The business needs reliable data to: Operate efficiently Predict accurately Market precisely The business lives on the edge of data uncertainty With Big Data, mobile data, and cloud data, constant change is now part of every business Strong domain expertise separate IT and business teams There are few skilled people that understand the business requirement and the current process, data models, and IT infrastructure Companies must allocate a majority of the IT operation cost on labor to get better business results IT owns the tool and business owns the process Companies must spend a lot of money to find the right software and domain expertise to get the project done on time IBM Corporation

8 IBM InfoSphere Stewardship Center Web Mobile Social Collaboration Key capabilities delivered within customizable and collaborative interfaces Workflow & Rules Dashboard Governance Officers Data Stewards (IT and LOB) Addressing the needs of various roles across the governance organization Data Analysts/SMEs Provide a single collaborative environment for business users to define and monitor compliance with data quality policies and to manage data quality issues to resolution IBM Corporation

9 InfoSphere Stewardship Center: Event Notification with Workflow and Remediation Exception Fixes Catalog Updates Business Term Updates Read File Errors Suspect Duplicates Notifications/ Duplicate Resolution Quality Exception Notification IBM Corporation

10 Meets the Needs of Critical Business Roles Data Steward Stewie Silvers Traditional Data Steward and LOB users collaborate to remediate record violations, improving data quality. Data Steward Manager Martin McGregor Data Steward Manager responsible for overseeing a team of subject matters experts. Governance Council Member Gary Grayson Data Quality Champion and LOB leader, collaborate defining data policies and rules for the business in addition to monitoring policy compliance IBM Corporation

11 Stewardship Center Performance Dashboard The Stewardship Center provides out of the box Dashboards: Team Performance and Process Performance IBM Corporation

13 The Stewardship Center is built on top of IBM Business Process Manager (BPM) BPM is a discipline that leverages software and services to provide total visibility into your organization. Discover, document, automate, and continuously improve business processes to increase efficiency and reduce costs. Enterprise Processes Onboarding Registration Party updates Services Information Server Services Customer Patient Vendor Product Account IBM BPM & Decisions Sales Marketing Delivery Data Governance and Data Quality Stewardship Processes BPM Standard BPM to govern the Data Governance and Data Quality processes: BPM provides orchestration of the steps required to improve data quality Information Server Governance and Data Quality services to optimize Business Processes: Information Server provides real time data exceptions and events to be governed against as part of a repeatable business process IBM Corporation

14 Typical Process Problems without BPM Account Invoice Reconciliation Teams Customer Service Finance and Ops Administration 1. 1 Unstructured Tasks and Communication (ex 6 Paper or ) Executive Management 2. 2 Inefficient Working Environment Spans Systems 3. 3 Inconsistent Prioritization 4. 4 Incomplete or Inaccurate Data Flow Between Systems 5. 5 Lack of Control Over System and Business Events (Exceptions) 6. 6 Poor Visibility Into Process Performance IBM Corporation

15 BPM Brings Order to the Chaos Customer Service Account Finance and Ops Risk Management Teams Executive Management Administration 1. 1 Automate workflow & decision making 2. 2 Reduce errors and improve consistency 3. 3 Standardize resolution across geographies 4. 4 Leverage existing systems and data 5. 5 Monitor for business events and initiate actions 6. 6 Real-time visibility and process control Customer Benefits: Huge Reduction in Manual Work, Errors Faster, More Consistent Issue Resolution Easier to Manage the Business Consistent Case Handling IBM Corporation

16 Go Mobile, Get Social, and Govern Social Collaboration Mobile Access Workflow Reporting Governance IBM Corporation

17 What is Included with Stewardship Center Two sample BPM applications Information Governance Data Quality Remediation Enhanced Information Governance Dashboard New SQL view and reports Opportunities Use sample BPM applications as is Extend and enhance the sample BPM applications Build custom BPM applications As long as the processes are only used in support of Information Governance Catalog or Data Quality Remediation IBM Corporation

18 Agenda Stewardship Center Overview High Walk Through Information Governance Data Quality Remediation IBM Corporation

21 InfoSphere Stewardship Center Architecture Information Governance Dashboard Source Systems Information Analyzer DataStage/QualityStage Exception Stage Common Event Framework Event Management Data Quality Exception Console API (Information Analyzer, DataStage/QualityStage Exceptions Stage) Information Governance Catalog MDM Inbox Workflows Workflows Monitoring Collaboration InfoSphere Stewardship Center IBM Corporation

22 Sample BPM Application for Governance Rule Approval Notification and assisted workflow for Information Governance Rules Aligns Information Governance team members and encourages their interaction Enforces deadlines and keeps governance initiatives on-track! Illustrates the full power of IBM Business Process Management for custom, site-specific workflow interfaces! IBM Corporation

23 Governance Rule Approval Workflow Overview After completing the edits to an Information Governance Rule, the "author" starts workflow by clicking "Send for Approval" IBM Corporation

24 Governance Rule Approval Workflow Overview Retrieve Rule details Rule Approvers and Stewards RuleApprovers Start Retrieve asset details via IGC REST API; parse the response Look for Stewards... is rule approved? Yes System No End IBM Corporation

25 Governance Rule Approval Workflow Overview RuleApprover chooses to approve the Rule! RulePublishers and Stewards RuleApprovers REST API is invoked to formally "Approve" the Rule in IGC Start System is rule approved? No Yes Prepare for RulePublishers and Stewards Send End IBM Corporation

26 Governance Rule Approval Workflow Overview RulePublisher "publishes" the Rule! IBM Corporation

30 Sample BPM Application for Data Quality Remediation Workflow, Remediation, and Notification Automatically assign data quality tasks to teams Notify when tasks are waiting Enforces deadlines and keeps remediation on-track! Illustrates the full power of IBM Business Process Management for custom, site-specific workflow interfaces IBM Corporation

31 Out Of the Box Exception Remediation Sample apply fix End Data Source Owner Apply fix request list approve reject resolve End Data Steward Manager Approval request list Exception Start Data Steward Exception list submit fixes escalate IBM Corporation

32 InfoSphere Stewardship Center Single Inbox and Remediation Portal MDM tasks DataStage/Q ualitystage tasks Information Analyzer tasks Information Governance Catalog tasks IBM Corporation

33 Workflow Data Steward (continued) Work with the task Export and Import available for mass changes Submit after changes Escalate if you don t know what changes to make Select Description to see more detail IBM Corporation

34 Workflow Data Steward (continued) Work with the task (continued) See the exception description definition in IGC The Data Steward can find what they need with a few clicks! IBM Corporation

35 Workflow Data Steward (continued) Work with the task (continued) Edit and change individual records IBM Corporation

36 Workflow Data Steward (continued) Work with the task (continued) Edit and View changed records Changed records are highlighted in light blue. Changed data is highlighted in dark blue. Data Steward can EDIT and VIEW changes! IBM Corporation

37 Workflow Data Steward Manager When the Data Steward selects Submit Fixes Approve goes on to Data Source Owner Reject goes back to Data Steward Any fixes are also discarded IBM Corporation

38 Workflow Data Source Owner When the Data Source Owner select Approve Apply Fixes Once changes done (however they are done) IBM Corporation

39 Thank You 2015 IBM Corporation

40 Upcoming Webinars at DSXchange InfoSphere Stewardship Center Deep Dive In this session, Ernie will take a closer look at how the InfoSphere Stewardship Center enables detailed workflow for activities performed within the Information Governance Catalog. This includes such things as new Term and Information Governance Rule approval, and notification when someone changes a description or decides to assign an asset or create an Extension Mapping Document. He will briefly review "Events" and how they are managed, and then illustrate how formal business processes are invoked to control the approval steps and notifications that you can build into the solution. Register to join us at Noon, CDT May 11 th Stewardship Center for Data Quality Remediation In this last session, Robert will take a closer look at how the InfoSphere Stewardship Center enables detailed workflow for Data Quality Remediation. This includes exceptions from Information Analyzer Data Rules and DataStage/QualityStage Exceptions. He will briefly review "Events" and how they are managed and used, and then illustrate how formal business processes are invoked to control the remediation ('fixing') of exceptions, and the approval steps in the sample application. Register for our third session at Noon on May 18th IBM Corporation