Data Governance Tips & Advice

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1 Data Governance Tips & Advice Building and Strengthening a Data Governance Program Tim Patnode Datasource Consulting March 19, 2015 DG02

2 Presenter Bio Tim Patnode has an extensive background in Business Intelligence, Enterprise Performance, and Data Governance. He has led multi-billion dollar organizations like ESPN, Fox Television and Kaiser Permanente in successful Business Intelligence and Data Governance initiatives. Tim s career has taken a path through all phases of managing information technology, and his passion has centered on how organizations can leverage the power of their data assets through effective use of Business Intelligence and analytics. Tim is the Data Governance Practice Lead for Datasource Consulting, based in Denver. 2

3 Data Governance Tips and Advice Session Agenda Focus on 5 key drivers of a Data Governance Program Discuss what we ve learned about program planning and execution that may be helpful to a data governance practitioner in building a successful program 3

4 Quick Definition of Data Governance Actively managing information assets to ensure they provide optimal value to advance the strategic and operational needs of the organization. 4

5 5 Key Focus Areas of a Data Governance Program Understand the Problem Execute Strategize and Plan Communicate Organize 5

6 Where s the Pain? Understand the Problem Execute Strategize and Plan Communicate Organize

7 1: Understand the Problem Key considerations Information consumers, especially key executives, will almost always have a laundry list of challenges they face with data and analytics Focus on where the program can bring business value Power comes through understanding how to integrate and actively manage information assets What to do Cast a wide net; be inclusive Prepare & listen Ask for specifics, get them to tell stories & give you examples Ask them what they would say is most important Use these conversations as drivers for your planning 7

8 What s our Strategy? Understand the Problem Execute Strategize and Plan Communicate Organize

9 2: Strategize & Plan Key considerations Begin with the end in mind Governance changes are largely cultural, changing the way people work, analyze, decide Governance is a program, not a project Think both long-term and immediate value Scope: How much can you take on, over what period of time? What to do Assess skillsets and capabilities, business and technology Develop a one or two year strategy, where you d like to be; illustrate organizational impacts over time Define your platform, foundation for information architecture; help others visualize Be tactical in your planning: Plan for one or two quarters at a time 9

10 Who s on the Team? Understand the Problem Execute Strategize and Plan Communicate Organize

11 3: Organize Key considerations Governance programs need strong executive commitment and at least one great champion Broad management support from across the organization is needed Education will be necessary; the full spectrum of data management and data governance is not well understood by many organizations What to do Find a good champion: Someone who has clout, who is respected and connected Create a cross-functional governance team; educate them Define ownership and stewardship for each data asset under management Learn how to influence change Explore data management technology 11

12 How do We Get the Word Out? Understand the Problem Execute Strategize and Plan Communicate Organize

13 4: Communicate Key considerations Change requires communication and education Culture change means behaving differently in how you exploit your data assets Marketing is a key component of successful governance What s in it for me? What s in it for us? What to do Create an elevator speech: What does governance do? Create a brochure to explain what you re doing, what s in it for me? Develop baseline metrics: Assets under management, data quality metrics, etc. Report out on program progress, both to executives and affected users 13

14 Engage! Understand the Problem Execute Strategize and Plan Communicate Organize

15 5: Execute Key considerations Use your information architecture as a roadmap; visual tools help focus and drive progress Focus on one project: Take one data asset and apply governance principles, test them out Metadata integration: Tying technical design with business usage and ensure alignment Business ownership is essential in execution of governance What to do Break the roadmap into projects Prioritize which areas of data management to tackle first Build/acquire skillsets Define the policies, principles and practices to apply to your first project Engage! Communicate! 15

16 Thank You for Attending! For any further questions, feel free to join the Chat Session following this presentation, or contact me outside of ERworld. Tim Patnode Please enjoy the rest of your time at ERworld 2015! 16

17 Legal Notice Copyright CA All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. No unauthorized use, copying or distribution permitted. THIS PRESENTATION IS FOR YOUR INFORMATIONAL PURPOSES ONLY. CA assumes no responsibility for the accuracy or completeness of the information. TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENT AS IS WITHOUT WARRANTY OF ANY KIND, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. In no event will CA be liable for any loss or damage, direct or indirect, in connection with this presentation, including, without limitation, lost profits, lost investment, business interruption, goodwill, or lost data, even if CA is expressly advised of the possibility of such damages. 17

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