Making the Most of Your Data Quality & Data Governance Dollar$
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1 Making the Most of Your Data Quality & Data Governance Dollar$ 4 November 2013 Information and Data Quality Conference November 4-7, 2013 Little Rock, AR Karen A. Way, MHA Principal/Founder THREE ELM TECHNOLOGY STRATEGIES 2154 State Route 114 Bradford, NH 03221
2 Overview Introduction Identifying Your $$ Dilemma Inventorying Your Toolbox Creating Symbiotic/Synergistic Relationships Resource Pool Spending Your Money Wisely 2
3 Introduction Today s budgets run the gamut: 3
4 Identifying the $$ Dilemma Where are your Data Quality/Data Governance needs? Data Profiling Metadata Management Data Stewardship Data Cleansing Other items? What will your budget cover/not cover? How can you do more with less? 4
5 TOOLS
6 Inventorying Your Toolbox What tools does your organization already have? MS Office Excel Access InfoPath SharePoint Programming Language PL/SQL NoSQL C# SAS/SPSS Query/Dashboard Tools ERD/Design tools These are just a few examples. 6
7 Data Quality Perspective Data Profiling Using the Tools Simple queries, Excel, Dashboard tools Frequency Distributions for data values Hi/Low values Metrics Monitoring Scheduled jobs SAS, SPSS, other query language Export data to Excel or other Dashboard tools Make dashboards available via SharePoint 7
8 Dimensions of Data Quality Reasonableness Accuracy* Completeness* Consistency Timeliness* Referential Integrity Data Quality and Uniqueness Currency Precision Validity* Privacy* 8
9 Data Governance Perspectives Metadata Management Excel Inexpensive ERD tools Data Dictionary Business Glossary Data Stewardship SharePoint Policies Procedures Reference Materials Using the Tools 9
10 Using the Tools Case Study #1 Problem: Same question posed to different groups in organization, resulting in multiple answers. Solution: Implementation of a Query Library Deployed via InfoPath Form & SharePoint 10
11 Query Library Stakeholders engaged; workflow created Submission Review/Validation Approvals Posting to Library InfoPath form developed Business definition/usage of query Query code Identification of parameters that can be changed w/o impacting business definition 11
12 Using the Tools: Case Study #2 Problem: Organization needed a way to identify all data assets. Solution: Template created in Excel; distributed to stakeholders for completion. 12
13 Relationships
14 Building Symbiotic Relationships Find out what other parts of the organization are doing. Offer assistance to those projects Profile a new data source as a proof of concept Showcases the benefits of DQ/DG What are the goals of other projects? Determine if there are mutual benefits, pool $$ for tools 14
15 Relationships: Case Study Problem: Data Quality team in need of Data Quality Toolset, but not enough $$ in capital expense budget to cover costs. Solution: Identified that IT was interested in purchasing an ETL tool. 15
16 Building Symbiotic Relationships Externally Use your social networks! LinkedIn Groups See what other organizations are doing Post questions, ask for ideas Share successes Twitter Search for Case Studies IAIDQ DGI DataBluePrint The MDM Network 16
17 In Short: Create positive, mutually beneficial partnerships between stakeholders 17
18 Resource Pool
19 Finding Resources Qualified resources can be hard to come by. Look at skillsets present w/in the organization Consider what skills you need Negotiate for some of the time of those resources Share successes Consider a matrix structure instead of dedicated resources Train resources in other groups 19
20 Finding Resources: Case Study #1 Problem: Organization needed to conduct particular Data Quality activities, but there no resources. Solution: Resources located w/in organization with skills. Temporary team created for 5 week project. Results of project team led to funding of 2 positions specific to DQ. 20
21 Finding Resources Being open to alternative resourcing can lead to smoother operations. 21
22 Spending Your $$ Wisely
23 You have Money to Burn Make use of available resources: Gartner Magic Quadrant Social Media Find out what others are saying Product Webinars Conduct Proof of Concept projects Short term (1 2 weeks) Identify specific outcomes/functionality to be included Involve multiple stakeholders 23
24 You are Pinching Pennies Think about the options we ve discussed today. Other options include: Purchasing less expensive tools that meet short term needs Hiring resources that may not meet all requirements immediately, but are willing to learn 24
25 Summary Points Be open to alternatives Consider all your options with regards to how to address your organizations DQ/DG needs. Don t depend/focus on the next bright and shiny new tool/technology. Making do often has unforseen benefits Allows current resources to expand their skills Creates an environment of creative thinking Demonstrates dedication and commitment 25
26 Questions? 26
27 27
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