Data Governance in a Siloed Organization

Transcription

1 The First Step in Master Data Management Data Governance in a Siloed Organization Kelle O Neal Managing Partner kelle@firstsanfranciscopartners.com Gurinder Bahl Principal Product Manager, Oracle gurinder.bahl@oracle.com

2 Today s Agenda What is Data Governance? Data Governance Components to align the organization Data Governance Manager pg 2

3 [ What is Data Governance? ] pg 3

4 Data Governance Data Governance is the organizing framework for establishing strategy, objectives and policy for effectively managing corporate data. It consists of the processes, policies, organization and technologies required to manage and ensure the availability, usability, integrity, consistency, audit ability and security of your data. A Data Governance Program consists of the inter-workings of strategy, standards, policies and communication. pg 4

5 Why is Data Governance Important? Systems today are more challenging to manage Siloed projects lack view of the overall picture Traditional projects lack data management focus Data quality issues are hidden, persistent Data should not be an IT concern alone Data governance ensures the right people are involved in setting data standards, usage and integration across projects, subject areas and lines of business pg 5

6 Common Goals of Data Governance Enable improved decision making Protect data stakeholders (business) needs Adopt common approaches to resolve data issues Build standard, repeatable processes Reduce cost and increase efficacy Ensure transparency Standardize data definitions pg 6

7 Data Governance Challenges Executive commitment Identifying data owners Master data definitions Enterprise-wide focus Accountability Building momentum Responding to changing business environments Fit with corporate culture pg 7

8 Governance is Simpler in Data Silos Front Office 1 (e.g. CRM) Front Office 2 (e.g. Web) Back office 1 (e.g. EBS) Each silo represents a specific department or region Manager of each silo decides on data rules How to store the data in the data fields How the data is consumed Consequences are also limited to silos pg 8

9 When Looking Across the Enterprise Front Office 1 (e.g. CRM) Front Office 2 ERROR (e.g. Web)?? Back office 1 (e.g. EBS) ERROR (from front office 2)? ERROR (from front office 2) pg 9

10 Data Governance in a Siloed Organization Executive Sponsorship Operating Model fits the organization Cross-functional Data Governance Council Communication Plan Technology to support collaboration pg 10

11 [ Data Governance Components ] pg 11

12 Comprehensive Data Governance Program Components Training and Awareness Mass Wiki or Intranet Individual Updates Pertinent, specific and timely Maintain interest and commitment Vision and Mission Alignment with Corporate Objectives Operating Model Implementation Plan Flexibility to change Open and common standards End to End Data security / lineage Data Discovery, Cleanse, Match, Maintain Metadata Management Reporting Integration Statistics and Analysis Tracking of progress Monitoring of issues Continuous Improvement Score-carding Standardized methods and data definitions Controls Metadata Management Arbiters and Escalation points Stakeholders Roles and Responsibilities Data Stewards Decision Rights Accountability and Ownership pg 12

13 Comprehensive Data Governance Program Components STRATEGY Vision and Mission Alignment with Corporate Objectives Operating Model Implementation Plan pg 13

14 Hybrid Data Governance Operating Model Governance Client and Account Data Data Governance Steering Group Business Sponsor Data Governance Leads Group Chair Risk/ Compliance International Finance IT Operations Management Office of Data Governance Data Governance Leads: Business and IT Project Manager SME Privacy Data Governance Working Committee Data Governance Leads Group Chair SME Trust SME Basel SME Risk SME Banking SME IT SME Operations Placeholder to create SME Brokerage Execution pg 14

15 Operating Model Beyond Client and Account Data Governance Client & Account Data Governance Business Sponsors Team Asset Product Data Governance Steering Group Data Governance Sponsor Group Chair Management Office of Data Governance Business and IT Data Governance Steering Group Data Governance Sponsor Group Chair Office of Data Governance Business and IT Data Governance Steering Group Data Governance Sponsor Group Chair Office of Data Governance Business and IT Data Governance Working Committee Data Governance Working Committee Data Governance Working Committee Execution Execution Execution pg 15

16 Comprehensive Data Governance Program Components COMMUNICATION Communication Plan Training and Awareness Mass Communication: Wiki or Intranet Individual Updates Pertinent, specific and timely Maintain interest and commitment pg 16

17 Communication Plan A communication plan is a written document that helps an organization achieve its goals using written and spoken words. The communication plan describes the What, Why, When, Where, Who and How of the program. pg 17

18 Communication Plan Value Gives the working team a day-to-day focus Helps set priorities Provides a sense of order and controls Demonstrates value Helps sustain program support Reduces last-minute demands from stakeholders pg 18

19 Communication Framework Data Governance Steering Group Business &IT Leadership Meeting Frequency: Monthly Communicate Down: 1.Feedback / Concerns 2.Conflict Resolution & Priorities 3.Funding for strategic information projects Communicate Down: Priorities, Data Quality Standards, Policies & Procedures, Measurements and Monitoring Communicate Up: 1.Scorecards 2.Project/ Initiatives progress 3.Intractable issues Data Governance Office Data Governance Czars Meeting Frequency: Monthly Communicate Up: Input into DG Scorecard Data Communicate Up: 1.Progress and Challenges/Issues 2.Functional Area Requirements Regional/Bus Process / Data Mgmt Data Stewards (Basel) Meeting Frequency: Weekly Data Systems/IT Communicate down: Technical Requirements Architects/Managers/Analysts Meeting Frequency: Weekly pg 19

20 Comprehensive Data Governance Program Components TECHNOLOGY Data discovery, cleanse, match, maintain Metadata management Reporting Integration Flexibility to change Open,common standards End to End data security pg 20

21 Data Governance & Master Data Management An MDM initiative is an important component of a Data Governance strategy You can t do MDM without Data Governance pg 21

22 Data Governance & Technology Together Governance Standardized Methods and Data Definitions Roles and Responsibilities Decision Rights Arbiters and Escalation Statistics Analysis Monitoring Provide Guidance Create & Enforce Policies Track Progress Provide Feedback Technology Discovery and Profiling Cleansing Duplicate Detection Data Maintenance and Management Measurement and Monitoring Data Sharing pg 22

23 Data Governance Tool Key Functions Define (and Communicate & Enforce) Define enterprise Master Data (Metadata mgt) Define enterprise data policies Data accountability Escalation process Administer hub Monitor hub operations Analyze Hub DQ metrics Track sources of bad data Monitor hub transaction load Execute day to day hub operations (Consolidate, Cleanse, Share, Master functions) Manage Escalations Easily Operate hub Perform data steward tasks (e.g. Merge/Unmerge) Fix data issues Fix import error and manage re-submission Proactively conduct data watch & repair tasks Tune Data Quality rules pg 23

24 Oracle Data Governance Manager 1- Operate and Monitor hub functions: Consolidate, Master, Cleanse and Share 2 Define enterprise master data policies and fix data issues: Govern Siebel Siebel EBS SAP Custom Apps Trusted Master Data EBS SAP Custom Apps Other BI pg 24

25 Oracle Data Governance Manager Oracle Data Governance Manager (DGM) addresses data governance by automating operational processes Centralized dashboard to govern master data at different stages of the lifecycle Single point for data administration, monitoring Simple, intuitive user interface Designed for data stewards and business users pg 25

26 [ Summary ] pg 26

27 Data Governance in a Siloed Organization Executive Sponsorship Seniority is critical Operating Model fits the organization Hybrid model aligns slioed organizations Cross-functional Data Governance Council Stakeholder buy-in and participation is critical Communication Plan Communication ensures alignment and maintains commitment Technology to support collaboration Centralized Dashboard to govern the full lifecycle of data pg 27

28 First San Francisco Partners First San Francisco Partners is entirely focused on ensuring your Master Data Management initiative is successful. We re experts who help you create a strategy, align your organization and deliver short and long term business value. Alignment Workshops Business Case and ROI Data Governance Strategy Business Alignment Data/Architecture Assessments Technology Evaluations Program Management Data Architects/Integration Specialists Facilitate - Enable - Empower pg 28

29 [ Questions? ] pg 29