#INFA16
Better Data is Everyone’s
Job!
Using Data Governance to Accelerate
the Data Driven Organization
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Intros
-
Name
-
Interest / Challenge
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Data Governance is a Business Function
Data governance should be managed as a business function, no
different than Corporate Finance or Human Resources
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Corporate Finance
Human Resources
Data Governance
CHARTERED
TO PROTECT AND
OPTIMIZE BUSINESS
VALUE DERIVED
FROM:
ENABLED THROUGH
EFFECTIVE USE OF
TECHNOLOGY:
e.g., ERP, Spreadsheets,
FP&A tools, BI/DW
e.g., HRMS, performance
mgmt, recruiting apps
e.g., Data integration, DQ,
MDM, ILM, data security,
BI/analytics
FINANCIAL
assets
PEOPLE
assets
DATA
assets
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Data Governance Maturity Stages
0: Unaware
• Minimal focus on
data quality or security.
• Data not prioritized
in any meaningful, actionable way. • Zero measurement. • No activity
1: Initial
• Primarily grassroots driven by a few passionate individuals. • Implement ad hocrules, policies and/or standards as functional requirements into IT project. • Measured primarily on success of technology release. • Ad hoc
2: Repeatable
• Still grassroots but moving up to an EA or IT management level. • Documented IT governance and EA standards driving metadata reuse and improved collaboration across IT projects. • Measured primarily on improved IT efficiencies. • Pilot
3: Defined
• Begins more top-down sponsorship, but primarily senior IT. • Adopt competency centers and centers of excellence (e.g., ICC; BICoE). IT-led, but business involved.
• Primary measured on operational metrics and SLAs. • Project
4: Managed
• Data governance program sponsored by business leaders. • Initiated as part of a broader strategic enterprise information management program. • DG lives through phase, multi-year efforts but measured based on success of program. • Program.5: Optimized
• Top executive/board-level sponsorship and support. • Data governance embraced as a self-sustaining core business function managing data as a corporate asset. • Measured on total impact to the business, not just confined to specific programs or strategies. • FunctionIT
-driv
en
IT
-dr
iv
e
n
B
us
ine
s
s
-dr
iv
e
n
Fragmented
Holistic
IT
efficiency
and
compliance
Risk reduction,
cost controls, &
business
efficiencies
Greater compliance,
Efficiency, and support
for revenue
growth
Strategic
differentiation
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Data Governance Maturity Benchmarks
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Informatica Data Governance Maturity Assessment Tool:
Assess and Benchmark Your Current State Reality
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Data Governance is not – and should Never have been –
About the Data…
…the vision must
be to improve the
business processes,
decisions
and
interactions
trusted,
secure data enables!
#INFA16
Identify candidate business opportunities
1.
What are the top business imperatives as
defined by your most senior leadership?
2.
What organizational business processes,
decisions and stakeholder (e.g., customer,
partner, employee) interactions are most
important in support of these top
imperatives?
3.
What data and applications are used to
support those processes, decisions and
interactions?
Data
Scope thousands of “relevant” data items
to dozens or hundreds of “critical”
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Use Discovery Processes to prioritize roadmap
4.
What upstream people, systems, and
processes create, capture, and update that
data?
5.
What is the business end user’s level of
confidence in the security and
trustworthiness of that data?
Repeat process and reassess priorities
ongoing (quarterly or bi-annually at minimum)
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Revenue growth
Market share growth
Footprint growth
Product portfolio
growth – horizontal
and/or vertical
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Cost savings
Reduced/optimized
spending
Improved
efficiencies
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Optimal customer
experience
Optimized supply chain
Business
transformation
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Compliance risk
Information
Security/Privacy
Avoidance of &
defense from
illegal activities
Contractual risk
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2
3
4
5
6
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8
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10
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1.00
2.00
3.00
4.00
5.00
6.00
0.00
1.00
2.00
3.00
4.00
5.00
6.00
Bu
s
in
e
s
s
V
a
lu
e
High <--- Investment & Effort ---> Low
Business Opportunity Name
Consider
Prioritize
Experiment
Ignore
#
Business Opportunity Name
1
Reduce eDiscovery risk2
Improve customer satisfaction scores3
Improve call center efficiency4
Improve financial reporting5
Optimize supply chain6
Reduce global data sync (GDSN) failures7
Improve upsell/cross-sell8
Introduce new mobile ecommerce channel9
Accelerate acquisition integration10
Improve sales territory alignment processBusiness Opportunity Prioritization –
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Holistic Data Governance and Stewardship
Holistic Data
Governance
Holistic Data
Stewardship
Senior Executive Driven
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Holistic Data Governance Roles and Dependencies
Governance
Council
Data
Stewardship
Operational
Implementation
Head of Data Governance, Governance
Council, Governance Board
Policy setting
Enterprise Data Steward, Data Analyst,
IT Analyst, Business Analyst
Policy enforcement
IT Custodian, Data Owner, Data Custodian,
Application Manager, Business Application User
Policy execution and automation
Policy design,
policy library, policy
performance, policy
audit & history
Metadata, glossary,
workflow,
knowledge base,
audit, history
Quality, monitoring,
reuse, scalability,
data entry,
remediation
P
ol
icy
O
pt
im
iza
tio
n
O
pe
ra
tio
ns
O
pt
im
iza
tio
n
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Data Governance Roles and Responsibilities
Steering Committee
Business and IT Stewards
Data Governance
Leader/Driver
Executive Sponsor(s)
•
Facilitation
•
Communication
•
Measurement
•
Escalation
•
Business case
Drive X-functional:
•
Prioritization
•
Resource allocation
•
Approvals
•
Broader funding
•
Enforce collaboration
•
Vision
•
Evangelism
•
Funding
•
Remove barriers
•
Analysis
•
Definition
•
Business/IT liaisons
•
Education
•
Ensure compliance
•
Mitigation
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Operational Work Group
Data Governance Council
Executive Steering
Committee
Selected
topics, issues
roll up to
a higher
level
Tactical
Executive
Executive Steering Committee
• Approves Policies and Processes
• Issue Resolution
Data Governance Council
• Develops vision and mission
• Resolves Issues
• Monitors compliance and performance
• Promotes cross-domain data governance
• Drives continuous improvement with
policies and processes
• Ensures sustain activities occur within
domains
Operational Work Group
• Initiates quality audits
• Monitors audits
• Identifies issues
• Monitors compliance
• Delivers training
Data Governance Model Example
Strategic
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Data Governance Process Stages
Discover
•
Data discovery
•
Data profiling
•
Data inventories
•
Process inventories
•
CRUD analysis
•
Capabilities assessment
Define
•
Business glossary creation
•
Data classifications
•
Data relationships
•
Reference data
•
Business rules
•
Data governance policies
•
Other dependent policies
•
Key Performance Indicators
Measure and Monitor
•
Proactive monitoring
•
Operational dashboards
•
Reactive operational DQ audits
•
Dashboard monitoring/audits
•
Data lineage analysis
•
Program performance
•
Business value/ROI
Apply
•
Automated rules
•
Manual rules
•
End to end workflows
•
Business/IT collaboration
Collaborate
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Sample Key Performance Indicators
KPI Name
KPI Type
KPI Description
Level of DG program influence Program effectiveness
# of lines of business, functional areas, system areas, project teams and other parts of org that have committed stewardship resources or sponsorship
DG interactions Program effectiveness
Capture all types of value-added internal interactions such as training, consulting and project implementation support
Issue resolution Program effectiveness
Categorize and track status of all issues that come in to the data governance function External validation Program
effectiveness
Industry awards, benchmarking against peers, thought leadership via speaking tours
Data quality metrics Operational Monitoring of data accuracy, completeness, integrity, uniqueness, consistency, standardization, and other baseline DQ metrics
Policy compliance Operational Audits ensuring compliance with privacy, security, retention and other regulatory policies. Recovery time SLA A contracted agreement with the business on how long before a data exception will be mitigated
Data latency SLA A contracted agreement with the business on how quickly a data update or insight will be delivered to a dependent process or decision-maker
Compliance Biz value Reducing penalties by ensuring regulatory compliance; reducing enterprise risk (e.g., contractual, legal, financial, brand)
Cost savings Biz value Lowering costs (e.g., business, labor, software, hardware)
Spend optimization Biz value Optimizing spending (e.g., procurement, supply chain, services, labor) Efficiency improvements Biz value Improving operational efficiencies (e.g., employee, partner, contractor);. Revenue growth Biz value Increasing top-line revenue growth;
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The RASIC Drives Clarity
Lines of Accountability Example
R
= Responsible - Performs the task
A
= Accountable - Ensures task is completed
S
= Support - Assist in completing the task
I = Informed - Notified about a task after it has been performed
C = Consulted - Assists with advice/consult on as needed basis
Area Task Data Governance Program Business Data Owner Data Stewards Source System Owner IT Custodian Data Architect Profiling Source and Target Data I I R I I I Manage Data Models I I S S S AR Manage Application Inventory I I S S S AR Defining and Maintaining Business Definitions A A R C C C Define Business Rules A A R C C S Define Key Performance Indicators A A R C C S Apply Business Rules to Source Systems I I S R S C Apply Business Rules to Target Systems I I S S R C Remediating Issues - in Data/Process I A R S S C Data Quality Scorecard Creation and Maintain A A R I I I Monitoring Scorecards A A R I I I Data Lineage Technical Analysis I I S S R C Program Performance R S S S S S Define Discover Apply Measure and Monitor
