September 10-13, 2012 Orlando, Florida Step-by-step guidelines for building an information governance strategy 1
Agenda Information Governance strategies How to get started How to grow the information governance discipline
Information Governance strategies
9 Questions That Will Shape Your Information Governance Program 1 2 3 4 5 6 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? 7 8 9 MCV LLC What technology is used to govern information today? How can I ensure success? What does great information management look like? MCV LLC
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
Constant vigilance is necessary http://www.youtube.com/watch?v=rcmc8aukvq0 (Stephen Colbert)
How to get started
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
Claim success immediately
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
Small Project Tangible pain Easy, hard ROI
Where to start: Transactional efficiencies Finished Goods data attribute accuracy as measured by a customer 78% 98% 99% 100% 42% 57% Audit 2007 2008 2009 2010 Today Improved transportation costs, reduced warehousing issues, improved customer communications (ie sales sheets), order efficiencies
Where to start: Transportation savings Accurate Product Specifications = Transportation Savings 2700039125 6/104 OZ AM MARINARA Case Weight ERP System says = 44.875 AUDIT says = 43.862 1 lb. difference results in Calculated Load = 19 pallets Based on audit, load could = 20 pallets Impact Every 20 th truck free!
Use Scenario Phasing Master Data Management DQ Initiative BI + Predictive Analytics Data Migration Organization Accountability Policies Metrics
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
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
Tactical steps for getting started
Take a look: Profiling
Stay Small with Reuse Team Project Technology
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
Metric Examples LE Organization data General Suspect Prospect May Dec May Dec May Dec Defects per 1k accounts 787 688 1130 617 735 529 Missing DUNS per 1k accounts 118 99 199 104 Total defects per 1k accounts 787 688 1248 716 933 633 Contact data Avg. Missing C-Level/1k accounts 848 825 3193 297 3 Avg. Missing Phone/1k accounts 1801 170 0 Total Defects per 1k accounts 848 825 3193 297 3 Before ECC Gov Quality After ECC Services Gov 475 Total Rush Requests YTD 988 1554 4258 Services Quality 5623 Customer Pricing Vendor Finance Indirect Materials
How to grow the information governance discipline
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
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
Growth plan Find executive support. Establish a growth plan. Establish a mission.
Visualize
Operationalize
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
Feedback Please complete your session evaluation. Be courteous deposit your trash, and do not take the handouts for the following session. Ina.felsheim@sap.com Twitter:@InaSAP Blog: http://scn.sap.com/people/ina.mutschelknaus/blog
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
Information for EIM, Data Migration, and Information Governance Enterprise Information Management Use Case Wiki : http://wiki.sdn.sap.com/wiki/display/bobj/enterprise+information+management+use+case+wik i Order EIM book: Ginger Gatling, Enterprise Information Management with SAP(SAP PRESS, May 2012). www.sap-press.com/products/enterprise-information-management-with-sap.html SAP BusinessObjects Data Services on SDN: www.sdn.sap.com/irj/sdn/ds SAP Best Practices content for data migration *: http://service.sap.com/bp-datamigration Ginger Gatling, Data Migration in 5 minutes SAP SCN, March 2011): www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/24083 Information Governance podcast: Breakfast with Game Changers: www.voiceamerica.com/episode/57866/information-is-kingbut-whos-the-governor DSLayered podcast on EIM4: http://t.co/brztoejd Jon Reed, National Vision podcast on strategic EIM + Data Services (May 2011).: www.jonerp.com/content/view/405/55/ * Requires login credentials to the SAP Service Marketplace
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