Data Governance Baseline Deployment

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1 Service Offering Data Governance Baseline Deployment Overview Benefits Increase the value of data by enabling top business imperatives. Reduce IT costs of maintaining data. Transform Informatica Platform tools into an efficient business application. Learn how to utilize Informatica s Best Practices and Velocity Methodology in delivering Data Governance solutions within your organization. Typical Duration 4 Weeks IPS Staff Level Technical Delivery Manager/ Principal Consultant Prerequisites Informatica Professional Services Consultant will need access to: Appropriate business and IT personnel Environments, systems d sources which are included in analysis activities Data governance is not simply about managing an organization s data; it is more accurately viewed as a business function within the organization responsible for defining enterprise data policies and standards with clear and concise methods to measure success, compliance and effectiveness. The data governance business function, like other business functions such as finance and human resources, is comprised of people, polices, processes and enabling technologies. Data governance also describes an evolutionary process within an organization which alters the way of thinking and defines processes to handle information so that it may be trusted, secured, and utilized by the entire enterprise. Informatica s Data Governance Framework is categorized into ten complementary facets which represent core competency areas and competencies that organizations should distinctly evaluate and invest in. The Ten Facets of Data Governance The scope of the Data Governance Baseline Deployment Service Offering includes four of the ten facets of Informatica s Data Governance Framework: Vision and Business Case - Data governance is not about the data. It s about the business processes, decisions and stakeholder interactions you want to enable. Combine an aggressive, far-reaching strategic objective for your long term vision with a qualitative business case mixed with a bottom up, quantitative ROI for targeted functions and processes. People - In which roles and responsibilities must your organization invest? What is the role of a Data Steward and Data Owner, how is the Data Governance Council organized, and how do they work together? Document the required skills, job descriptions, recruiting plans, training programs, career paths and performance management strategy to ensure your data governance efforts is supported by your best and brightest. Tools and Architecture - Evaluate the dependent upstream and downstream systems and applications that must be governed. Understand the data management infrastructure investments that make up your data management reference architecture, and identify what enabling technologies you will need to support your end-to-end data governance and stewardship processes.

2 Defined Processes - These are the stewardship processes that make up your data governance function. These include the processes that cleanse, repair, mask, secure, reconcile, escalate, and approve data discrepancies, policies and standards. These four facets form the foundation of any data governance program and enables the organization to build on the groundwork by incrementally focusing on the other six facets. Organizations may choose to build out these additional facets on their own or with assistance from Informatica Professional Services or Informatica partners. Policies - Business policies and standards are a critical path deliverable for any data governance function. Common policies that must be agreed upon, documented and complied with include data accountability and ownership, organizational roles and responsibilities, data capture and validation standards, information security and data privacy guidelines, data access and usage, data retention, data masking and archiving policies. Organizational Alignment - Who will be the executive sponsor for your organization s data governance efforts? Will there be an executive steering committee? Who are the business data owners? What are the escalation paths for policy and data conflicts? Are your data steward s full-time or part-time roles? Do the stewards hold solid-line or dotted-line reporting relationships to the executive sponsors? Who s collaborating with whom? This is where a DACI or RACI roles and responsibility matrix comes in extremely handy. (DACI defines roles of Driver, Approver, Contributor and Informed. RACI suggests similar roles of Responsible, Accountable, Consulted and Informed). Measurement and Monitoring - Data governance must be measured at three distinct levels. * Program level to identify and highlight the qualitative level of organizational influence and impact the DG efforts deliver. * Quantitative business value measurement that links data management efforts to real business value such as revenue growth, cost savings, risk reduction, efficiency improvements, customer satisfaction, etc. * Operational data monitoring is required for the stewards to evaluate how the data is behaving against expected policy and validation baselines. Change Management - No matter how compelling your vision and business case, making data a true corporate asset is a major culture shift for most organizations. To accomplish this move from current to a desired future state, significant behavioral change will likely be required across your workforce and maybe even your partner ecosystems. Support for these organizational, business process and policy changes will require significant training, communication, and education with a carrot and stick performance management program to incentivize good data practices while discouraging damaging behaviors from the past. Dependent Processes - You can t govern critical enterprise data until you first understand the life cycle of the data. These are the upstream business processes that create, update, transform, enrich, purchase or import data, as well as downstream operational and analytical processes that consume and derive insight and value from data. These consuming processes are usually top of mind, as they often make up the crux of your business case. But to deliver trusted, secure data, the biggest change often must come from the upstream processes that may be responsible for much of the garbage in/garbage out situation your data governance effort is built to resolve. Program Management - A multi-phase, multiyear plan for starting small and growing into cross-enterprise, self-sustaining holistic capability; data governance doesn t manage itself. Whether through an official program management office (PMO) or a team of program drivers, your data governance efforts needs skilled project/program management professionals to coordinate the complex interactions, communications, facilitations, education, training and measurement strategy. Effective program management can ensure adoption, visibility, and momentum for future improvements.

3 Solution Description Informatica s data governance solution is based on four of the ten facets of Informatica s data governance framework. People Vision and Business Case Tools and Architecture Defined Processes The value and deliverables associated with the solution are described in the following sections. Our Value Proposition Unlike other assets such as money or equipment which are finite and are consumed as you use them, data assets increase in value the more you use them. For example, if three divisions of an organization all share the disparate pieces of information and insight they have about a customer based on their unique interactions with them, the organization as a whole is better able to service the customer, at lower cost, and with a greater chance for repeat business with the ability to cross-sell more products or services. When data is an asset, it contributes to both top- and bottom-line results by being trustworthy, valuable, secure, and timely: Trustworthy data is predictable and produces consistent, correct, and auditable business results across functional lines, across regions, and throughout the entire information lifecycle. There is consistency across different application systems, and only those people that are allowed to use the data are able to do so. Valuable data is complete, accurate and delivers the desired outcomes in the context of a business decision, process, transaction or interaction. Valuable data is meaningful and understandable by the people using it. Secure data ensures regulatory compliance and reduces enterprise risk by ensuring adherence to data security and data privacy edicts. Timely data is available to management, staff, customers, and partners precisely when they need it throughout the entire Value Stream. Data Governance is inherently a data integration concern. Data that exists only in one business function has value to just that one area. The moment that data is shared across business teams, it becomes an enterprise asset that must be governed in order to protect it and maximize its value to organization as a whole. Informatica is a data integration company; that s been our sole focus for 19 years and as a result we are the best in the world. So who better than Informatica to help you to both increase the value of data by enabling top business imperatives and reduce IT costs of maintaining that data. Informatica has a deep understanding of the critical people, process and technology factors that result in a successful and effective Data Governance capability.

4 Deliverables Maturity Framework People: The foundation for a data governance program from a people perspective is a clear definition of the activities and responsibilities of two key roles; the Data Steward and the Data Governance Leader or Data Quality Leader. This phase involves tailoring Informatica Velocity role descriptions to conform with standards and common terminology in your organization. Alternatively, rather than creating new roles, another option is to modify existing job descriptions in your organization such as business analysts, functional analysis or data architects to include the responsibilities of a data steward. Sample Heat Map This activity involves identifying the appropriate business, IT and HR stakeholders that should be involved in the role definition discussions, facilitating one or more discussions, customizing the job descriptions, and communicating the results to the stakeholders. * Data Steward job description * Data Quality Lead or Data Governance Lead job description Vision and Business Case: If you ask ten executives, managers or leaders in your organization what is the business purpose of our data governance program? you should not receive ten different answers. The purpose of the vision statement is to provide an anchor for the data governance program with a brief high-level statement that captures the essence of its purpose, goals and objectives. The vision statement is supported by an assessment of the current state of your organizational maturity and a desired target level of maturity at a specific future date. Finally, this facet of the DG program is rounded out by an analysis of key business opportunities and how they align with the goals and objectives of the mission statement. * Vision / Mission Statement for DG Program * DG Maturity Assessment (maturity framework shown above)

5 Tools and Architecture: Data governance by itself doesn t add value to the enterprise it is the application of the resulting policies, rules and standards in the appropriate business context that delivers business value. Examples include master data for a 360-degree view of the customer to increase share of wallet and improve customer satisfaction; data quality scorecards for critical reference data to reduce inefficiencies cased by poor data quality-induced business process breakdowns; metadata repository with data lineage to ensure compliance with regulatory and reporting requirements; enterprise integration enabling one version of the truth to support timely and trusted decisions; data masking to protect personal privacy; and data archiving to retire legacy applications, reduce cost of storage and simplify IT. All of these, and other business benefits of Data Governance, require information technology leaders to realize the benefits on an enterprise scale. This engagement involves gaining agreement on a framework (such as the figure above) for classifying data governance technologies, conducting an inventory of tools currently in use or planned across the enterprise, and specifying the specific Informatica platform tools that will be in scope for Phase II. * Inventory of current tools * Selection of Informatica platform tools * Recommendations on Informatica ecosystem partner tools to complement the Informatica platform. Defined Processes for Informatica technology Enablers * Data Quality Management * Master Data Management * Business Glossary / Metadata Management * Trusted Data Hub (DW/BI/Integration Hub) * Data Privacy * Application Retirement & Data Archive

6 Data Governance tools are simply that tools. But once implemented and placed in operation in support of a specific business process, the tools become a system. Data Governance systems are first-class business systems just like finance and accounting systems, sales and order management systems, enterprise resource planning systems or manufacturing and distribution systems. Defined Process Implementation Checklist: This deliverable is a high level description of the process areas that are required to implement the selected Informatica Platform tools in support of the data governance program. The detail level of these processes may be defined and deployed as part of the Informatica Professional Services Data Governance Implementation service or by staff in your organization. Key Program Details With the Informatica Professional Services Consultant, we will: Discuss the Data Steward and Data Quality Lead or Data Governance Lead responsibilities within your organization Define the Data Steward and Data Quality Lead or Data Governance Lead job descriptions in order to meet the needs of your organization * New role * Modify existing roles Discuss and define Vision/Mission statement for Data Governance Program Perform Data Governance Maturity Assessment Define and discuss list of eligible Business Opportunities to consider and create Business Opportunity Heat Matrix to help prioritize and short-list these opportunities Conduct an inventory of tools currently in use across the enterprise currently being used or with the potential to leverage - to support Data Governance and stewardship capabilities within your organization Define and gain agreement on a framework/architecture of Informatica and partner tools which will be utilized to support Data Governance within your organization. This framework/architecture will define the tools and scope for the Data Governance Deployment within your organization Define Business Drivers for Data Governance initiative within the organization Discuss and define Business requirements to support Data Governance initiative Develop Business Process workflow and description of the process Document next steps for a Data Governance initiative within your organization which should include a Data Governance Implementation based on the findings of the Data Governance Baseline Deployment project About Informatica Informatica Corporation (Nasdaq:INFA) is the world s number one independent provider of data integration software. Organizations around the world rely on Informatica to realize their information potential and drive top business imperatives. Informatica Vibe, the industry s first and only embeddable virtual data machine (VDM), powers the unique Map Once. Deploy Anywhere. capabilities of the Informatica Platform. Worldwide, over 5,000 enterprises depend on Informatica to fully leverage their information assets from devices to mobile to social to big data residing on-premise, in the Cloud and across social networks. For more information, call ( in the U.S.), or visit Learn More Do It Right the First Time Contact Informatica Professional Services at [email protected] Worldwide Headquarters, 100 Cardinal Way, Redwood City, CA 94063, USA Phone: Fax: Toll-free in the US: informatica.com linkedin.com/company/informatica twitter.com/informaticacorp 2012 Informatica Corporation. All rights reserved. Printed in the U.S.A. Informatica, the Informatica logo, and The Data Integration Company are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners (09/12/2013)