September 10-13, 2012 Orlando, Florida. Step-by-step guidelines for building an information governance strategy

Transcription

1 September 10-13, 2012 Orlando, Florida Step-by-step guidelines for building an information governance strategy 1

2 Agenda Information Governance strategies How to get started How to grow the information governance discipline

3 Information Governance strategies

4 9 Questions That Will Shape Your Information Governance Program What business priority is enabled most by quality information? What data fields and aspects of data are the most important to govern? What are the potential benefits of governing this information? Who are the stakeholders for the business priority? What is the perceived and actual level of data quality? What processes and systems are used to create and update information? Are there standards in place today? MCV LLC What technology is used to govern information today? How can I ensure success? What does great information management look like? MCV LLC

5 Challenges with Effective Information Governance Hurdles with People, Processes, and Technologies People Insufficient ownership by the business Process Poor information governance in the business process Technologies Lack of integrated technologies to support the end-to-end needs

6 Constant vigilance is necessary (Stephen Colbert)

7 How to get started

8 Getting Started with Information Governance Pick the Information Pick the Projects Pick the Team Pick the Management System Business drivers Data domain Fields Data inventory, profiling, baseline Information strategy Data pain points with root cause analysis Data quality improvement Business IT Executive sponsors Governance staff Metrics Forums Tools Governance process IT project MCV LLC MCV LLC copyright

9 Claim success immediately

10 Resources Survey for existing resources Global food manufacturer uncovered that 98 people were maintaining master information it centralized master data maintenance functions down to 19 FTEs Business or IT 1 or 2 from business dealing with an acute information problem Detail-oriented

11 Small Project Tangible pain Easy, hard ROI

12 Where to start: Transactional efficiencies Finished Goods data attribute accuracy as measured by a customer 78% 98% 99% 100% 42% 57% Audit Today Improved transportation costs, reduced warehousing issues, improved customer communications (ie sales sheets), order efficiencies

13 Where to start: Transportation savings Accurate Product Specifications = Transportation Savings /104 OZ AM MARINARA Case Weight ERP System says = AUDIT says = lb. difference results in Calculated Load = 19 pallets Based on audit, load could = 20 pallets Impact Every 20 th truck free!

14 Use Scenario Phasing Master Data Management DQ Initiative BI + Predictive Analytics Data Migration Organization Accountability Policies Metrics

15 Use Scenario Phasing Master Data Management Link Master Data to Rich Information Retention and Archiving DQ Initiative BI + Predictive Analytics Process Monitoring and Optimization Data Migration Organization Accountability Policies Metrics

16 Use Scenario Phasing 5. Master Data Management 7. Link Master Data to Rich Information 8. Retention and Archiving 4. DQ Initiative 6. Point of Entry Firewall 9. Process Monitoring and Optimization 3. Data Migration 1. Information Discovery 2. BI + Predictive Analytics Organization Accountability Policies Metrics

17 Tactical steps for getting started

18 Take a look: Profiling

19 Stay Small with Reuse Team Project Technology

20 Publicize. Evangelize. Prove the Value. Offensive metrics Business value in multiple perspectives Visual and compelling Defensive metrics SLAs and reverse SLAs 90% of the problems are because of master data

21 Metric Examples LE Organization data General Suspect Prospect May Dec May Dec May Dec Defects per 1k accounts Missing DUNS per 1k accounts Total defects per 1k accounts Contact data Avg. Missing C-Level/1k accounts Avg. Missing Phone/1k accounts Total Defects per 1k accounts Before ECC Gov Quality After ECC Services Gov 475 Total Rush Requests YTD Services Quality 5623 Customer Pricing Vendor Finance Indirect Materials

22 How to grow the information governance discipline

23 Grow the Initiative Grass Roots ish Through the Executive Sponsor Selling value gained to other executives Discussing positioning Through Upstream or Downstream Process Discovery Discovery and education of data flowing through the processes

24 Grow the Initiative Large Scale Build Strong Data-Driven Value Proposition Selling value gained to other executives Strengthen policies, rules, metrics, quality evaluation Call Your Executive Sponsor to Action Script them Have a good idea for which model will work Does it need to be imbedded in large scale project or can it stand alone

25 Growth plan Find executive support. Establish a growth plan. Establish a mission.

26 Visualize

27 Operationalize

28 Best Practices: How to Get Started 1. Define what information governance means at your company 2. Design the process (It s not enough to declare information governance and then leave) 3. Choose a key initiative as a test case 4. Find people already doing some of this work 5. Define a set of simple success metrics that you can track throughout the project 6. Align stakeholders to the initial project 7. (do the work policies, business rules, access rights, workflows, data quality, etc.) 8. Document what s different 9. Leverage your success

29 Feedback Please complete your session evaluation. Be courteous deposit your trash, and do not take the handouts for the following session. Blog:

30 Resources Enterprise Information Management with SAP Understand the big picture of SAP s enterprise information management offerings Explore step-by-step instructions for working with SAP Data Services Learn how to perform the most important tasks in SAP Information Steward, SAP NetWeaver Information Lifecycle Management, SAP Master Data Governance, and more All royalties donated to Doctors Without Borders

31 Information for EIM, Data Migration, and Information Governance Enterprise Information Management Use Case Wiki : i Order EIM book: Ginger Gatling, Enterprise Information Management with SAP(SAP PRESS, May 2012). SAP BusinessObjects Data Services on SDN: SAP Best Practices content for data migration *: Ginger Gatling, Data Migration in 5 minutes SAP SCN, March 2011): Information Governance podcast: Breakfast with Game Changers: DSLayered podcast on EIM4: Jon Reed, National Vision podcast on strategic EIM + Data Services (May 2011).: * Requires login credentials to the SAP Service Marketplace

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