APPROACH TO EIM. Bonnie O Neil, Gambro-BCT Mike Fleckenstein, PPC

Transcription

1 USING A FRAMEWORK APPROACH TO EIM Bonnie O Neil, Gambro-BCT Mike Fleckenstein, PPC

2 AGENDA The purpose of an EIM Framework Overview of Gartner's Framework Elements of an EIM strategy t Implementation of EIM How to use a Framework for EIM

3 INITIAL BACKGROUND Client requested that we use Gartner s Framework It is thorough and well thought-outout It covers the main areas of concern In your environment, you may want to emphasize different things, so you can tweak the framework accordingly

4 EIM A LA GARTNER Enterprise information management (EIM) is an integrative discipline for structuring, describing and governing information assets regardless of organizational and technological boundaries to improve operational efficiency, promote transparency and enable business insight. -From Gartner Group, BI Summit, 2007

5 PURPOSE OF A FRAMEWORK Present, usually in diagram form, all components and how they interrelate Helpful in a major, complex effort that has many components, to assist iterative development Verify that no component is left out of the final implementation ti Analogous to a roadmap

6 GARTNER S EIM BUILDING BLOCKS Vision Strategy Vision: How is information perceived and valued in the organization? A bi-product or shareable resource? Strategy: How currently managed? Ad-hoc, departmental, or enterprise-wide? Governance: Are there defined decision rights and controls for managing information as an asset? Who s involved? Governance Organization Organization: What information-centric roles exist? Where located? Process Information Infrastructure Metrics Process: Are there practices (such as stewardship and data quality) across life cycle? Information Infrastructure: How well do the technologies support current and future needs? Metrics: How much is spent managing ginformation? How much is redundant? What is financial impact of poor quality data on the business? From Gartner Group, BI Summit, 2007

7 METADATA REQUIRED FOR BUILDING BLOCKS Vision i Strategy Governance Organization Process Information Infrastructure Metrics Vision: Vision of EIM; Track the value of information Strategy: How data is managed Governance: Data Stewards, Council, Policies, Checkpoints Organization: Information roles and who fills them Process: Policies & Procedures of data management Infrastructure: What is in place and how well it serves the business Metrics: Measurements to determine data quality and cost of poor quality

8 METADATA SUBJECT AREAS Vision/ Strategy Mission Statement Governance Organization Process Charter Policy Process Data Warehouse Metadata Repository Infrastructure Data Marts Metrics Transaction Systems

9 ASSESS READINESS AND OPPORTUNITIES FOR EIM THROUGH ADOPTION MODEL 9 Characteristics EIM Building Blocks Vision Strategy Governance Organization Process Information Infrastructure Leve Le el 5: Optimi evel 4: Man Level 3: P Level 2 Lev Le vel 1: Aware evel 0: Una e ware ized naged Proactive 2: Reactive Levels Metrics From Gartner Group, BI Summit, 2007

10 IMPLEMENTATION GUIDELINES Many of the areas overlap Not a perfect cube Keep this in mind when you implement

11 GARTNER S EIM MATURITY MODEL: LEVEL 0 Level 0: Unaware most organizations assume significant enterprise-wide risk. They see information as a system byproduct. Information quality is poor. Data cannot be trusted. Most are unaware that information is a problem. Note: All CMM for EIM Levels come from Gartner Group, BI Summit 2007

12 LEVEL 1: AWARE Level 1: Aware most organizations are somewhat aware of the issues of information management. Here information is a source of power and managed in silos. IT tries to normalize information through consolidation efforts such as data warehousing.

13 LEVEL 2: REACTIVE Level 2: Reactive a core base of leaders reacts to the need for consistent, accurate and faster information.

14 LEVEL 3: PROACTIVE Level 3: Proactive Information assets are perceived as necessary for improved business performance.

15 LEVEL 4: MANAGED Level 4: Managed Information is perceived as a critical component of the business. Here, significant portions of the EIM building blocks are in place. For example, senior management recognizes information as a strategic asset. It embraces the EIM strategy.

16 LEVEL 5: OPTIMIZED Level 5: Optimized Here, organizations are at the apex of an EIM program and see information as a competitive differentiator and source of operational efficiency. At this level, organizations should put barriers in place against complacency, because information excellence can easily devolve in response to changes in business dynamics.

17 IMPORTANT INITIATIVES UNDER EIM Data Quality Master Data Management Data Warehouse/Business Intelligence Data Sharing/Service Level Agreements (SLA)

18 USING THE FRAMEWORK FOR EACH EIM INITIATIVE Vision Data Quality Strategy MDM Governance Organization Process Information Infrastructure Metrics Data Sharing Data Warehouse

19 EIM FUNCTIONS AND ORGANIZATION

20 EIM ORGANIZATION IMPLEMENTS INFORMATION ARCHITECTURE POLICIES, STANDARDS & GUIDELINES Text in Red = Recommended Starting Points Information Life Cycle Business Information Management Chief Information Officer Enterprise Data Management Senior Director David Newman Enterprise Information Management Group Data & Content Management Common Organizational Models: 1. Centralized approach (pictured here) 2. Decentralized approach (matrix model) Run Information Value Management Plan Build Use Data & Content Design Quality Management Migration and Sourcing Systems Support Information Access Services Metadata Management Major Focus: Implement Information Architecture Content taxonomies Project-level modeling Data quality program Records Management Major Focus: Enterprise data warehousing Master data stores Information Infrastructure Performance monitoring and tuning From Gartner Group, BI Summit, 2007 Major Focus: Metadata management Governance and methodology Training g& Communications Information access

21 IMPLEMENTING EIM

22 GROW THE EIM TEAM Start out with a Data Architect As EIM grows, add people responsible for the areas shown on the last slide

23 DATA GOVERNANCE ORGANIZATION First Tier Set the strategy, mission, business motivation High Level in the organization Data Governance Council Second Tier General Management and Oversight Data Stewards Third Tier Data analysts performing metrics

24 HOW DATA GOVERNANCE FUNCTIONS

25 WORKING EIM IN TO EXISTING ORGANIZATIONAL PROCESSES

26 START SMALL WITH INTEGRATION Think big, start small, iterate and evolve modeling paradigm & principles i The Integration model approach allows iterative development The model can be integration model Finance extension Distribution ecommerce Partners Supply Chain Sales Marketing HR evolved over time Based on the principles, extensions get simpler with each extra iteration Finally, new subjects are incorporated completely within the model

27 PHASING IN EIM

28 CREATING AN EIM ROADMAP Every Program is a series of discrete projects Start with Vision, Goals and Objectives Include As-Is and To-Be Must understand where you are now and how far you have to go Creation of a Program includes: People Process Best Practices & Standards Technology/Tools

29 SUMMARY An EIM Framework provides an inventory of important components that should not be overlooked Gartner's Framework is a great place to start to launch your EIM Program Implementation of EIM includes the start-up tasks such as a Charter/Mission and Governance as well as initiatives such as MDM or Data Quality EIM should be incrementally implemented EIM elements should be woven into existing processes (such as SDLC) as much as possible

30 FOR MORE INFORMATION, SEE THE FOLLOWING GARTNER REPORTS Website: all documents on the website are available for purchase Newman, David. The New Information Architecture: Enterprise Architecture and Enterprise Information Management, BI Summit 2007, Chicago. Newman, David. Business Drivers and Issues in EIM, July 25, 2005 Newman, David. Toolkit Case Study: Making EIM Sustainable at Anglo Platinum, July 10, 2007 Newman, David. and Logan, Debra. Toolkit: Best Practices in Defining an Organizational Structure for Enterprise Information Management, Dec 8, 2006 Logan, Debra and Newman, David. From IM to EIM: An Adoption Model, May 18, Newman, David. and Logan, Debra. Achieving Agility: How Enterprise Information Management Overcomes Information Silos, April 19, Handler, Robert A. and Newman, David. Use Enterprise Information Architecture t Techniques to Move Information Management, Sep 2, 2005