EWSolutions Data Governance & Stewardship By David Marco President EWSolutions 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 1
EWSolutions Background EWSolutions is a Chicago-headquartered strategic partner and full life-cycle systems integrator providing both award winning strategic consulting and full-service implementation services. This combination affords our clients a full range of services for any size enterprise information management, meta data management, data governance and data warehouse/business intelligence initiative. Our notable client projects have been featured in the Chicago Tribune, Federal Computer Weekly, Journal of the American Medical Informatics Association (JAMIA), Crain s Chicago Business, and won the 2004 Intelligent Enterprise s RealWare award, 2007 Excellence in Information Integrity Award nomination and DM Review s 2005 World Class Solutions award. 2007 Excellence in Information Integrity Award Nomination Best Business Intelligence Application Information Integration Client: Department of Defense World Class Solutions Award Data Management For more information on our Strategic Consulting Services, Implementation Services, or World-Class Training, email us at info@ewsolutions.com or call at 630.920.0005 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 2 Strategic Partner & Systems
AFLAC Arizona Supreme Court Bank of Montreal BankUnited Basic American Foods Becton, Dickinson and Company Blue Cross Blue Shield companies Booz Allen Hamilton Branch Banking & Trust (BB&T) British Petroleum (BP) California DMV California State Fund Canadian National Railway Capella University Cigna College Board Comcast Corning Cable Systems Countrywide Financial Defense Logistics Agency (DLA) Delta Dental Department of Defense (DoD) Driehaus Capital Management Eli Lilly and Company Environment Protection Agency Farmers Insurance Group 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 3 EWSolutions Partial Client List Federal Aviation Administration Federal Bureau of Investigation (FBI) Fidelity Information Services Ford Motor Company GlaxoSmithKline Harbor Funds Harris Bank The Hartford Harvard Pilgrim HealthCare Health Care Services Corporation Hewitt Associates HP (Hewlett-Packard) Information Resources Inc. International Paper Janus Mutual Funds Johnson Controls Key Bank LiquidNet Loyola Medical Center Manulife Financial Mayo Clinic McDonalds Microsoft MoneyGram NASA National City Bank Nationwide Neighborhood Health Plan NORC Physicians Mutual Insurance Pillsbury Quintiles Sallie Mae Schneider National Secretary of Defense/Logistics Singapore Defense Science & Technology Agency Social Security Administration South Orange County Community College SunTrust Bank Target Corporation The Regence Group Thomson Multimedia (RCA) United Health Group United Nations United States Air Force United States Army United States Department of State United States Navy United States Transportation Command University of Michigan University of Wisconsin Health USAA US Cellular Waste Management Wells Fargo Wisconsin Department of Transportation Zurich Cantonal Bank For more information on our Strategic Consulting Services, Implementation Services, or World-Class Training email us at Info@EWSolutions.com
David Marco Professional Profile Best known as the world s foremost authority on meta data management and the father of the Managed Meta Data Environment, he is an internationally recognized expert in the fields of data governance, big data, data warehousing, master data management and enterprise information management (Data Management). In 2004 David Marco was named the Melvil Dewey of Metadata by Crain s Chicago Business as he was selected to their very prestigious Top 40 Under 40 list. David Marco has authored several books including the widely acclaimed Universal Meta Data Models (Wiley, 2004) and the classic Building and Managing the Meta Data Repository: A Full Life-Cycle Guide (Wiley, 2000). 2014 EWSolutions was inducted into the Hinsdale business Hall-of-Fame after 6 consecutive years of receiving Best of awards in Enterprise Information Management Selected to the prestigious 2004 Crain s Chicago Business Top 40 Under 40 2008 DAMA Data Management Hall of Fame (Professional Achievement Award) 2007 DePaul University named him one of their Top 14 Alumni Under 40 Presented hundreds of keynotes/seminars across four continents Published hundreds of articles on information technology Author of several best selling information technology books Taught at the University of Chicago and DePaul University Holds both a CDMP and a CBIP certification Email: DMarco@EWSolutions.com 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 4 Strategic Partner & Systems
Agenda Enterprise Information Management s (EIM) Role in Data Governance Data Governance Return on Investment (ROI) Introduction to Data Governance Introduction to Data Stewardship Data Governance Framework Top 10 Reasons for Failure 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 5
Your Data Governance Program No two governance and stewardship programs are the same each is unique Adopt as many of the best practices presented here as possible Tailor them to your organization, recognize the uniqueness in the nuances of your program while keeping the direction of your governance approach true The best approaches to governance maintain the enterprise focus while implementing iteratively 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 6
Data Governance Background & Fundamentals 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 7
Data Governance Defined Data Governance: defines the people, processes, framework and organization necessary to ensure that an organization s information assets (data and meta data) are formally, properly, proactively and efficiently managed throughout the enterprise to secure its trust, accountability, meaning and accuracy 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 8
Meta Data vs. Data Meta Data: Meta data contains the knowledge that a 1) field is called Customer_Name, is 40 characters in length, and exists in systems A, B, and C; 2) that our company has 3 systems which contain customer master data. These systems are Data: Data would be a specific instance of Customer_Name equaling John Doe Information: Data that is meaningful to a business user. They understand it and they know what to do with it 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 9
Data Governance Fundamentals (content) (context) 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 10
Data Governance Fundamentals Enterprise Information Management (EIM): The systematic processes and governance procedures for applications, processes, data, and technology at a holistic enterprise perspective The purpose of enterprise information management is to bring enterprise order, purpose, structure, efficiency, and performance to applications, processes, data, meta data and technology EIM is not a single technology or component, but a coordinated framework of disciplines for managing data, meta data and information assets throughout the organization Data Does Not Manage Itself!! 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 11
What Does All This Have To Do With Data Governance? 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 12
Data Governance Fundamentals Let s look at the definition for EIM again: Enterprise Information Management (EIM): The systematic processes and governance procedures for applications, processes, data, and technology at a holistic enterprise perspective EIM is not a single technology or component, but a coordinated framework of disciplines for managing data, meta data and information assets throughout the organization EIM is impossible to accomplish without data governance 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 13
DAMA DMBOK 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 14 Strategic Partner & Systems
Process Management Data Architecture Information Quality IT Portfolio Management Master Data Management Information Delivery Information Security EIM Knowledge Areas Data Management is the foundation for all of the other EIM focus areas. Regardless of which focus area you target first, you will need to do Data Management Enterprise Information Management Data Governance Data Management Meta Data Management 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 15
Common Data Governance Activities Common Data Governance Activities/Goals Data identification and definition Effective use of meta data Data quality metrics definitions and rules Brings order, purpose, form, efficiency, performance The capture, store, protect and ensure the integrity of the information assets Many others!! 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 16
How Do You Manage Information Assets? This is all Data Governance You cannot manage what you do not measure You cannot measure what you do not understand You do not understand. 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 17
Data Governance ROI 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 18
Current State of Data Governance EIM goes by many names: Data Governance Data Stewardship Data Management Enterprise Data Management Centers of Excellence Information Management Information Asset Management I don t care which name you use as long as you do it successfully Many companies are now pursuing this activity at an enterprise level Almost all companies are doing some level of data governance; however, the majority do it piecemeal 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 19
What Does One Process Look Like for a Large Company? 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 20
Fortune 100 One Process Sales Reques t Cus to m e rs Sho pp i ng / Quo ti n g Field Adm in Astro - NA - HP Prof iler - HP Explor er4 - Support Pricing Tool - Sa les Re qu e s t Sales For ce Sa les Re qu e s t Q MS AQS - - NA - Sa les Re qu e s t SBW - HP Q uick Quot e - Wat son - HP Cal Cent er s - Rockvile, Rosevile, Cuper t ino, O nt ar io Par t s Repair Cust om er s and Par t ner s Act ive Answers Siebel echannel BPS - PWEB - US - Product Advisor Cybrant - HP I TRC - SUM - NA - HP SW Depot - Shopping - HP CO PE/ BET Remedy US - HP Siebel Cal Cent er 2000 - US - Les W eb - CPL - Pr od. & Pr ice G olden Eggs - VI SA - Sales Reques t NCAS - Q L - LSO - HP W eb / Em a il/ Fa x W eb / Em a il/ Fa x W eb / Em a il/ Fa x eprime - HP Rack Assist ant WW Comcat - Q uot er s WB - Ent er prises Corporat e Relat ionships W eb / Em a il/ Fa x Global Biz Link (Ext ranet s) - NA - CEI 's O m aha Cal Cent er, or Lit t let on O LS - Chameleon - Business Advant age - W eb / Em a il/ Fa x W eb / Em a il/ Fax W eb / Em a il/ Fa x Cat alog Pr ocur em ent - CG BX - NA - Vendor em ar ket Place - I PS O n ly Agent s Reseler Web - HP W eb / EDI W eb / EDI Commerci G EM al Commercial Te le/ W eb Reselers SMB W eb / EDI W eb / EDI Fast - Web Kylor (AA) - & Pt nr Prime - Channel Te le/ W eb Descar t es Links Cust omer Part ner EDI EDI / XML Advant age Direct - Gateway - G at eway - NA/ AP eprocurement - NA - - HP ecat - Cust omer Advant age CSN - Direct Plus - Rack Builder NA - - CPN - ESN - Prophecy - US - I PS O nly CDAT - B2B Integ SVR / CEI 's Web Svr - Biz-St ore - HP Cust omer Advant age Ext r anet s - Kio s k O r d e r Kiosk - SAP - XRS - I PC - HP e- St or e - Canada - HP Buysit e & Market Sit e. com Ret ailer Kio s k O r d e r EDI O r d e r Consumer Kio s k O r d e r s / Micro e- Pack - Kiosk - HP SAP - I PC D7 - Te le/ W e b At Home - LJ Cal Business Cent er - PC, US Ser ver s, Consum er Cal Cent er - Vir t ual Sales Rep - HP CAFE - Com paq Dir ect HP Shopping Te le/ W e b G am e DB - G EMS - NA - Af f iliat es est or es - Fact ory O ut let - EDR - Ord er M a na g em e nt CPSA/ MSS - ACS - SAP - HPS - NA - O M - HP Syst em T - CCSU SMART db - Core - Eclipse - HP FOCUS - Conrad - HP Pears - NA SBS - - SAP - Fusion - NA - OM - HP NCAS - NA - SW PPS - Depot - O M - HP G PSY CPL - SCA - NA HP - HP SAP - XRS - CMG - NA - HP SAP - XRS - Matl - HP WW CI SYS - HP Legacy Parts - O M - HP Compucom - OM WWPAK WWO MS - HP Canada - HP epart s - HP Alegro - NA - HP I CON - HP Pr imus - NA - WWO MS US - HP etracking - O SS - HP SAP 3. 1 - EPH - OM - G O LD - STO Vista - OM - FO CUS ( 252) - SRS - SAP - CaLado - O M - HP Fireman - NA - DAC epar t s epo - NA - HP SAM - NA - HP E- Eur eka - NA - HP Earl - HP Roset t anet Portal - HP Resource Market place - NA - HP SAP - Consumer Direct SV - OM - HP SSI M - HP SAP - HPS - NA - Upf ront - SAP - Replenishment D7 - OM - HP Financ e SAP - HPS - NA - OM Finance - HP WWFTP - PM Tools HP - HP SI S - Heart - HP Tiger - NA - HP TI M - HP HPFO Legacy Vista - Finance - CTO pr oduc t s SORDS - NA - HP SACS - NA - HP SAP - HPFO - NA - HP CyberS Armada - NA - Financial Services MAT - NA - HP HP Shopping Financial I nst it ut ion Plus - Smart Cube NA - - HP HP Legacy OM - Finance - HP SAP - Consumer Direct SV - Finance - HP Sup pl y Cha in SAP - HPS - NA - Virtual Sourcing - HP CCDB - NA - HP FAI - NA - HP EI A - NA - HP Clear Cont ract - Clarify - Pulse - SW Depot - Fulf ilm ent - HP MAXCI M - HP G DS - NA - HP SAP - Fusion - NA - Fulf ilment - HP Fast - O M Ser ver - NA - HP SFDM ( M1/ M2) - Microsof t Plato - NA - HP SAP 4. 6 - SW Supply Chain - HP Compucom SWAT - HP Legacy Parts - SC - HP APOG EE - St orage - HP APOG EE/ SHI P US - Services - HP SAP 3. 1 - EPH - Fulf ilment - efls - RMS - Power - SAP 3. 1 - EPH O RS - - Finance - Vista - Fulfilment - SAP - Replenishment D7 - Fulfilment - HP ASM - SAP - CaLado - Fulf ilment - HP I OM - NA - HP Xelus Plan - NA - HP PROMI S - NA - HP SPD - NA - HP Norm - NA - HP Ent it lement - NA - HP CDO - NA - HP Knight - SAP - Educat ion - NA - HP Aurora Mgr - NA - HP RCM - HP Backplane/ Shopf loor - NA - HP Clarify - WFM - NA - HP AUE - NA - HP DAC Fulf ilment WWSNRS - Ryder MM300 0 - HP SAP - Consumer Direct SV - Fulf ilment - HP Rosevile Houst on M1/ M2 Ingram Micro Tech Data AGS Symnex Daisy Tech Hit achi FI C Q -run Tijuana LJ SCI - HP 3PO MSL Print er CQ Direct Q uant a Complet ion Alabama Ryder Suppliers Fact ory - HP Woodland IJ Ont ario LJ Vent ure & Supplies I rish Complet ion Memphis IJ DC Complet ion Express Menlo SCI & Supplies Complet ion Sandst on Compal & Supplies Power O HL Logist ics Houst on M5 DC & Supplies LJ Comp. & - HP Project or DC Packaging Memphi CQ 3PO Richmond DC Supplies s DC Supplier Supplies Tat ung DC Complet ion G enco Comm. & DC Reselers Fremont CQ Aliance Part ners 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 21
What Do Our Current IT Systems Look Like? 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 22
Islands of Data Operational Applications TOPPS ES-9000 HPE-980 RX42 VAX Cluster AMRS-Advanced Medical RIS- Record Radiology System Information System LAB/LIS- Laboratory Information System VAX(Burlington) IPS- Inter Practice System PSIMED HPE-980 North E/B AS/400 MGD Claims Query AS/400 Pharmacare (outside vendor) Pharmaview (outside vendor) HP-992 NEDClinical Computer NED E/B ACPS- Automatic Claims Processing PASS - Patient System Appointment Scheduling ENCOUNTER System FFS - Fee For Service REF - Referrals Pharmacy DB Provider Master HP (9 series) MARS AMISYS Hospital Summary Quality Assurance Request Network & Medical Request Actuarial End User Request Claims Prov DB Drug DB Islands of Data Bulletin Board System (BBS) Pentium PC Healthchex AST 486 server MHUM - Mental Health Utilization MS SQL Management Server ASAP - Actuarial System Analysis ES-9000 Program GL GMIS-Claim Check SAS, SAS screens, DB2 Viewpoint and SAS dataset Decision Analyzer Actuarial SAS dataset HP937 NED Datawarehouse HSA dept. Lan Server NED Multiview GL and AP PHC Multi-view GL. PHC JV Finance Server PHC Network Development Server MAMSYS/PAPSYS (14) Foxpro Applications PHC Medical Services Server PHC Actuarial Analysis Server Dec Alpha Quantum Analytic Database PHC Pharmacy Server Medical Groups End User Reporting Systems Financial Analysis Standard Adhoc Pharmacy Standard Adhoc Claims Standard Adhoc Health & Medical Standard Services (CQM, HSA) Adhoc Utilization Standard Adhoc Actuarial & Underwriting Standard Analysis Adhoc Sales & Mktg / Standard Network Development Adhoc Membership/Enrollment & Standard Billing Adhoc Legend HCD MGD NED PHC Multiple colors indicate the system is used by multiple divisions. 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 23
The Cost of Redundancy Large healthcare insurance company Has a $1.6 billion IT budget They estimate it costs them $2 per month to store each gigabytes of data $8 per month if you add in services and maintenance They estimate that they have 1.6 petabytes of redundant data What does this cost them yearly? Simple math $8 x 12 months x 1,000,000 (1.6 petabytes) = $153,600,000 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 24
Data Governance Metrics Defined hard and soft dollar savings and earnings Testimonials from participating areas (lines-of-business, divisions, etc.) Improvements in process and data performance (limiting redundancy, increasing reuse, improving performance, etc.) Documented improvements in information quality Number of times meta data is read/updated/added/deleted from the MME Number of participating Data Stewards Number of defined Subject Areas Number of entities, attributes and relationships actively managed Number of entities, attributes and relationships with corresponding meta data 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 25
Data Governance 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 26
Data Governance Data is one of the most important assets in a corporation Data has value when it is delivered timely, properly formatted, concise, accurate and understood Business ownership of the data and active participation are critical The role of the data steward has grown considerably over the years 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 27
Data Governance Data Stewardship: The process of having data stewards work with the data and meta data of an organization to ensure its quality, accuracy, formats, domain values, and that it is properly defined and understood across the enterprise Data Stewardship s role is to ensure organizational data and meta data meet quality, accuracy, format and value criteria; ensuring that data is properly defined and understood (standardized) across the enterprise 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 28
Data Stewardship Data Steward: A person(s) responsible for working with the data and meta data. There are different types of data stewards Involved in defining subject area boundaries Collects feedback and enhancements for specific subject area Resolves data integration issues Acts as the conduit between business and IT Serves as quality control point for the subject area Note: one data steward can be responsible for multiple subject areas The data steward acts as the conduit between IT and the business. The data steward (often not just one person, but a collection of people) aligns the IT systems (both decision support and operational) with the business requirements. The data steward has the challenge of guaranteeing that one of the corporation's most critical assets--its data--is used to its fullest capacity 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 29
Understanding Data Governance Data Misunderstood Inaccurate Misleading Data Governance Policies, Procedures, Consensus, Knowledge, Information, Data, Meta Data Data Stewards Understood Accurate Consistent T r a n s f o r m D a t a I n t o I n f o r m a t i o n Data Stewards 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 30 Actionable Information
Data Governance Fundamentals Data steward acts as the conduit between IT and the business Align the IT systems (both decision support and operational) with the business requirements Every company has data stewards they may not have the official designation but they exist No two data stewardship groups are exactly the same The task of being a data steward is typically not a full-time assignment There are different types of data stewards 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 31
Introduction to Data Governance 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 32
Data Governance Components Thought Ware: Mission/Core Values, Goals/Objectives, Charters/Principles, Critical Success Factors, Plans, Documents/Policies, Communication Plan (messages and vehicles), Roles/Functions and Responsibilities Definitions, Accountability Matrix, Organizational Interdependencies, Workflow People Ware: Structures, Organizations, Committees, Teams/Groups, People Work Ware: Managed Meta Data Environment, Software, Training and Education, References, Templates, Standards Artifacts: Meta Data, Data Rules and Definitions, Decision Rights, Accountabilities, Controls 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 33
Illustration of the Four Components Thought Ware Guides The true tangible value/measure of data governance when the artifacts are used successfully People Ware Work Results Assists Artifacts Work Ware Kept in Tools 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 34
Governance and Strategy Data governance is the method for connecting information management and the corporate business strategy 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 35
Data Governance Organization 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 36
Data Governance Organization Every organization forms their data governance organization a little differently Some have a more or less complex organization What is critical is that the organization: is actively using the MME has clear lines of communication has a defined and well understood decision making process well defined feedback loop 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 37
Subject Area A logical grouping of items of interest to the enterprise, or areas of interest within the company About 8 20 Subject Areas in an organization The nouns of an entity. Examples: Legal Entity Location Account Product Customer/Party Sale/Transaction 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 38
Recommendations Data Governance Organization Requirements Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 39 Data Stewardship Coordination Group Program Manager Chief Stewards EIM Focus Area/ Project #1 Steward Team EIM Focus Area/ Project #2 Steward Team EIM Focus Area/ Project #3 Steward Team Enterprise Oversight Data Governance Council Members: Executive Sponsor (s) Program Manager Chief Stewards CIO Key business staff Key IT staff Managed Meta Data Environment Data Custodian Team Information Technology Policies, Procedures, Standards, etc. Technical Stewards
Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Data Stewardship Coordination Group Data Governance Program Director EIM Focus Area #1 Steward Team EIM Focus Area #2 Steward Team EIM Focus Area #3 Steward Team Data Custodian Team Reco mmen dation s Managed Meta Data Environment Information Technology Members: Executive Sponsor Chief Steward Business Mgrs CIO Key business staff Key IT staff Enterprise Oversight Data Governance Council Techni cal Stewar ds Policies, Procedures, Standards, etc. Subject Area Groups Subject Area Groups utilize business stewards for business related subject areas (e.g. attribute definitions) and technical stewards for technical related subject areas (e.g. data transformations) A Subject Area Group will likely (definitely) interact with multiple EIM Focus Areas Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 40
Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Data Stewardship Coordination Group Data Governance Program Director EIM Focus Area #1 Steward Team EIM Focus Area #2 Steward Team EIM Focus Area #3 Steward Team Data Custodian Team Reco mmen dation s Managed Meta Data Environment Information Technology Members: Executive Sponsor Chief Steward Business Mgrs CIO Key business staff Key IT staff Enterprise Oversight Data Governance Council Techni cal Stewar ds Policies, Procedures, Standards, etc. Subject Area Groups Each Subject Area Group can be comprised of: Business Steward(s) Technical Steward(s) Interested Parties Interested parties includes those individuals or groups that have a vested interest and ability to contribute positively to the Subject Area User Group Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 41
Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Data Stewardship Coordination Group Data Governance Program Director EIM Focus Area #1 Steward Team EIM Focus Area #2 Steward Team EIM Focus Area #3 Steward Team Data Custodian Team Reco mmen dation s Managed Meta Data Environment Information Technology Members: Executive Sponsor Chief Steward Business Mgrs CIO Key business staff Key IT staff Enterprise Oversight Data Governance Council Techni cal Stewar ds Policies, Procedures, Standards, etc. Data Stewardship Coordination Group The Data Stewardship Coordination Group is the centralized organization that houses the EIM Focus Area Steward Teams It ensures that the meta data and data being brought in by the Subject Area User Groups is being allocated to the correct EIM Focus Area/Project Steward Team Data Stewardship Coordination Group Program Manager Chief Stewards EIM Focus Area/ Project #1 Steward Team EIM Focus Area/ Project #2 Steward Team EIM Focus Area/ Project #3 Steward Team 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 42
Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Data Stewardship Coordination Group Data Governance Program Director EIM Focus Area #1 Steward Team EIM Focus Area #2 Steward Team EIM Focus Area #3 Steward Team Data Custodian Team Reco mmen dation s Managed Meta Data Environment Information Technology Members: Executive Sponsor Chief Steward Business Mgrs CIO Key business staff Key IT staff Enterprise Oversight Data Governance Council Techni cal Stewar ds Policies, Procedures, Standards, etc. Data Governance Council The Data Governance Council oversees the data governance organization This group handles any serious issues or questions that may arise Approve/create policies, procedures and standards that the Data Stewardship Group & Subject Area Groups Enterprise Oversight Data Governance Council Members: Executive Sponsor (s) Program Manager Chief Stewards CIO Key business staff Key IT staff Policies, Procedures, Standards, etc. 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 43
Subject Area Groups Subject Area User Group #1 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #2 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Subject Area User Group #3 Chief Steward Business Steward(s) Technical Steward(s) Interested Parties Data Stewardship Coordination Group Data Governance Program Director EIM Focus Area #1 Steward Team EIM Focus Area #2 Steward Team EIM Focus Area #3 Steward Team Data Custodian Team Reco mmen dation s Managed Meta Data Environment Information Technology Members: Executive Sponsor Chief Steward Business Mgrs CIO Key business staff Key IT staff Enterprise Oversight Data Governance Council Techni cal Stewar ds Policies, Procedures, Standards, etc. Enterprise Oversight Enterprise Oversight represents any oversight committee that the organization may have that looks over the Data Governance Executive Committee These groups go by many names including steering committees, project management office, etc. Larger companies may have such an organization while medium-sized organizations may not Enterprise Oversight Data Governance Council Members: Executive Sponsor (s) Program Manager Chief Stewards CIO Key business staff Key IT staff Policies, Procedures, Standards, etc. 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 44
Top 10 Reasons for Data Governance Failures 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 45
10 Keys To Success These are some of the basic stumbling blocks that many data governance programs have experienced The Ten Keys To Success Feel free to ignore these keys if you want to have a failure on your hands 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 46
Key #1: Overcoming Political Challenges Number #1 reason for failure in data governance programs People want to do it their way instead of the organization s way Don t want to make time for the data stewardship tasks 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 47
Key #2: Lack/Loss of Executive Support Executive support is vital as these programs require coordination and cooperation from across the enterprise Critical for leaping political hurdles Executive support keeps the program funded 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 48
Key #3: Balance Short-term & Long-Term Goals Strategic and tactical Very few organizations will wait more than a year for results Must identify short-term tactical projects that upon completion would benefit the company but that ALSO move the strategic (long-term) vision forward Keep the enterprise in mind 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 49
Key #4: Build Iteratively Avoid the Boiling the Ocean approach to data governance It takes years to fully build a world-class data governance organization Your environment is always changing Use 3 6 month project cycles Government organizations can go to 6 12 month project cycles 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 50
Key #5: 80/20 Rule Data exists all over the organization Some business users will be managing data on their desktops It may be in very old and antiquated systems It may be housed in a remote location For large global entities it is almost impossible to govern every scrap of data that may exist Govern the key data in your organization as this will give you the vast majority of the value for your efforts 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 51
Key #6: Ensure Ongoing Adherence & Maintenance Many companies focus exclusively on the initial construction of their Data Governance program but neglect to address ongoing adherence Tie your data stewards MBOs (management by objectives) into their data stewardship activities Make sure to keep your MME up-to-date (automated) 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 52
Key #7: Business Is Actively Involved Data governance is not a IT project. It is a business program Business people must be actively involved in data stewardship roles and oversight Without business help this task is almost impossible 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 53
Key #8: Inability to Measure Success Many data governance programs neglect to define measureable metrics Most programs fail to take a baseline measurement This prevents them from being able to measure success 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 54
Key #9: It s a Program Not a Project Projects have end dates, programs do not This is program If properly built your data governance structures will last for many years 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 55
Key #10: It s Not A Science Project These efforts are embarked on to provide REAL value to an enterprise They are NOT science projects Make sure to define specifically the value that data governance will provide 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 56
In Conclusion Data governance programs are not easy and take many years to truly develop There are NO MAGIC BULLETS You must ALWAYS understand your data Don t cut corners and do it on the cheap Be smart, diligent and patient Never stop selling your program You will achieve GREAT results 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 57
Questions 2014 Enterprise Warehousing Solutions, Inc. (EWSolutions) 58