Collaborative Enterprise Understanding
A New Approach to Data Understanding & Governance
Case Study Index
1.
Initiating Cultural Change
2.
Promoting Alignment & Reuse
3.
Establish Lasting Governance
4.
Wholesale Division Resolvability
5.
Research Data Stewardship
The value dilemma
1.
Small contributions in tune with local expertise
2.
Linking data to business facets brings relevance to business users
3.
Local understanding is connected up to the wider context and visa versa
4.
Each connection strengthens or extends the knowledge network
5.
Each connection validates and enriches the whole
•
Nobody argues that managing our information better can provide
significant benefits to the business.
•
It’s human nature to ask “What’s in it for me / my department?”
•
If there is no local value fairly quickly, support will only last until a
more urgent task comes along
Outcome
Case Study 1 : Initiating Cultural Change
• The wholesale division of a large UK bank had identified
significant data challenges & wanted to set-up a division wide data management programme
• Multiple programmes had tried
and failed to make an impact in the past
• Stakeholders pushed back on
the idea due to scale, complexity, and previous failures
• The CEO of the division was a
strong initial sponsor to force initial momentum
• Axon was used to quickly
collate data understanding and engage communities across functional boundaries
• An integrated and contextual
view brought business relevance and turned forced participation to voluntary and growing
participation
• The initiative extended outside of the division, with groups requesting to join
• Over a period of 6 months, over
250 people from Change
Management, Operations, Risk, IT and FO collaborated on
building, validating and
managing a real-world view of data usage
• 100+ systems, 9000+
attributes, 800 unique data concepts etc.
Axon provided a view of data that was relatable, and shared the workload to simplify
collaboration
“Where is the value?”
“This is practical, and can help
me solve real issues”
“We have a go-to-point and
a process to get clarity”
Outcome
Case Study 2 : Promoting Alignment & Re-use
• A Finance department was
responsible for consolidated reporting performance
• Many performance unit code
lists existed and materiality of differences, origination, usage and ownership was unclear
• Previous alignment efforts had
failed
• Significant reporting challenges were arising every month as the codes could not be reconciled across platforms
• Axon was used to maintain,
change control and publish the central unit code list
• New parties were gradually
brought on board by initially recording mappings into central list
• Over time almost all differences got reconciled as materiality, context and impact of
differences end-to-end was clearly understood
• 3 years later the team are still controlling a widely used reference data list, efficiently and effectively supporting the business
• The success has inspired them
to bring additional lists under governance in the same manner
• Stakeholders of the service are also improving their data
governance practices in their areas
Axon helped to break down complex issues, promoted collaboration through common
understanding, and expansion through demonstrable results in a credible application
“Lists are too complex and
diverse to align”
“Aha, I understand why you
want to do it that way”
“Transparency & control
breaking years of deadlock”
Case Study 3 : Establish Lasting Governance
• Wholesale banking division had
made several attempts at data governance had failed before
• Data Governance was perceived
to be overhead, detached from reality and providing little benefit to the day-to-day
• No tangible output other than
policy document and meeting minutes
• Axon was used to engage local
business communities and invite them to capture their local data reality in terms of system
dictionaries, lineage,
stakeholders, change processes etc.
• Local responsibilities as well as local subject matter experts were recognised
• Local submissions were
connected up in terms of data lineage and business glossary
• Unprecedented level of input
and support for data governance
• Data governance work was
grounded into the business reality of today
• Discussions of ownership had
precision and context
• Data was made tangible and
given a documented state that could be discussed
strategically rather than just going from hot issue to hot issue
Axon provided a platform for local business communities and central functions to
collaborate and establish a transparent and responsible way of working
Outcome
“They are stuck in their own
silo, in committee rooms”
“Data has been made
tangible and relevant to me”
“Getting DG into the reality of
today”
Case Study 4 : Wholesale Division Resolvability
• Wholesale banking division was
being sold off and the interconnectedness of the division with the other parts of the bank needed to be
understood
• Most time critical was to
understand the division’s client data flows and reliance on group systems and resources
• Diaku Axon was deployed as
part of a 6 week effort to capture the lineage for those data items critical in the client onboarding process across 57 systems
• Data and system usage and
ownership was mapped out at the at a legal entity level
• Local accountable parties and
subject matter experts recorded against each of the items
• The knowledge captured in
Diaku Axon formed a key part of the submission to the
regulator confirming data
lineage, usage and controls are understood and compliant with set policies and regulations
• The effort was subsequently
leveraged to introduce a data governance service and have data knowledge as a corporate asset
Axon provided a platform to very quickly chart the organisational interconnectedness and
assess resolvability issues
Outcome
“Wholesale division being sold
and needs to be carved out”
“Chart data, process and
system lineage in and out”
“Understand
interconnectedness”
Case Study 5 : Research Data Stewardship
• Research division at global pharmaceutical wants to drastically increase reuse of research data
• Research is typically executed
within the silo of a research unit with very little sharing of results be those positive or negative • Lack of sharing of research
efforts and results has lead to sizable duplication and
unnecessary spend
• Diaku Axon was deployed as
part of a 4 month effort to chart core research systems across 5 business areas
• Research data was classified
across 100+ systems
• Data lineage captured across
main data hubs
• Business glossary of 3k
research terms captured
• The research data landscape
has been outlined
• Understanding about data
origination established
• Business glossary leveraged to identify which research data resides in which systems
• Diaku Axon being rolled out
across the division to drive business engagement and stewardship effort
Axon platform rolled out to drive Data Stewardship effort and ensure reuse of research data
Outcome
“Increase reuse of research
data”
“Chart research data
landscape ”
“Data stewardship driving
reuse of research data”
Case Study 6 : Business Transformation
• Diaku Axon was deployed to
provide insight into project dependencies and overlaps in terms of systems, data,
regulation, use of subject matter experts etc
• Data lineage captured in Axon
further informed the project scheduling
• Enterprise wide programme at tier 1 bank to consolidate client onboarding activities and
systems, provide single master source of client data
• Regulatory requirements, application rollout, competing reconciliations and 600+
downstream systems create an extremely complex environment • Interdependencies not properly
understood nor managed
• Interdependencies of large
number of projects and the affected systems and data within can be tracked
• Impact of scope changes can
be assessed with precision
• Any member in any of the 100+
projects can now see the data lineage relevant to any of the projects and overlay the map with dependent projects
• Shared view shows the new landscape, enabling smooth transition into operational BAU
