Making the Most of Your Data Quality & Data Governance Dollar$

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Making the Most of Your Data Quality &

Data Governance Dollar$

Karen A. Way, MHA Principal/Founder 4 November 2013

Information and Data Quality Conference November 4-7, 2013

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Overview

• Introduction

• Identifying Your $$ Dilemma • Inventorying Your Toolbox

• Creating Symbiotic/Synergistic Relationships • Resource Pool

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Introduction

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Identifying the $$ Dilemma

• Where are your Data Quality/Data Governance needs?

– Data Profiling

– Metadata Management – Data Stewardship

– Data Cleansing – Other items?

• What will your budget cover/not cover?

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Inventorying Your Toolbox

What tools does your organization already have? • MS Office – Excel – Access – InfoPath – SharePoint • Query/Dashboard Tools • Programming Language – PL/SQL – NoSQL – C# – SAS/SPSS • ERD/Design tools These are just a few examples.

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Using the Tools

Data Quality Perspective

• Data Profiling

– Simple queries, Excel, Dashboard tools

• Frequency Distributions for data values • Hi/Low values

• Metrics Monitoring

– Scheduled jobs – SAS, SPSS, other query language

• Export data to Excel or other Dashboard tools

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and Data Quality Completeness* Precision Currency Consistency Accuracy* Privacy* Reasonable- ness Referential Integrity Timeliness* Uniqueness Validity*

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Using the Tools

Data Governance Perspectives

• Metadata Management

– Excel

– Inexpensive ERD tools

• Data Dictionary • Business Glossary • Data Stewardship – SharePoint • Policies • Procedures • Reference Materials

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Using the Tools – Case Study #1

Problem: Same question posed to different groups in organization, resulting in multiple answers.

Solution: Implementation of a Query Library

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Query Library

• Stakeholders engaged; workflow created

– Submission

– Review/Validation – Approvals

– Posting to Library

• InfoPath form developed

– Business definition/usage of query – Query code

– Identification of parameters that can be changed w/o impacting

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Using the Tools: Case Study #2

Problem: Organization needed a way to identify all data assets. Solution: Template created in Excel; distributed to stakeholders

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Building Symbiotic Relationships

Find out what other parts of the organization are doing. • Offer assistance to those projects

– Profile a new data source as a proof of concept – Showcases the benefits of DQ/DG

• What are the goals of other projects?

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Relationships: Case Study

Problem: Data Quality team in need of Data Quality Toolset, but

not enough $$ in capital expense budget to cover costs.

Solution: Identified that IT was interested in purchasing an ETL

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Building Symbiotic Relationships Externally

Use your social networks! • LinkedIn Groups

– See what other organizations are doing – Post questions, ask for ideas

– Share successes

• Twitter

• Search for Case Studies

– IAIDQ – DGI

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In Short:

Create positive, mutually beneficial partnerships between stakeholders

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Finding Resources

Qualified resources can be hard to come by.

• Look at skillsets present w/in the organization

– Consider what skills you need

– Negotiate for some of the time of those resources – Share successes

• Consider a matrix structure instead of dedicated resources

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Finding Resources: Case Study #1

Problem: Organization needed to conduct particular Data

Quality activities, but there no resources.

Solution: Resources located w/in organization with skills.

– Temporary team created for 5 week project.

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Finding Resources

Being open to alternative resourcing can lead to smoother operations.

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Spending Your $$

Wisely

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You have Money to Burn

Make use of available resources:

• Gartner Magic Quadrant

• Social Media – Find out what others are saying

• Product Webinars

• Conduct Proof of Concept projects

– Short term (1 – 2 weeks)

– Identify specific outcomes/functionality to be included – Involve multiple stakeholders

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You are Pinching Pennies

Think about the options we’ve discussed today. Other options include:

• Purchasing less expensive tools that meet short term needs

• Hiring resources that may not meet all requirements immediately, but are willing to learn

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Summary Points

• Be open to alternatives

– Consider all your options with regards to how to address your

organizations DQ/DG needs.

– Don’t depend/focus on the next “bright and shiny” new

tool/technology.

• “Making do” often has unforseen benefits

– Allows current resources to expand their skills – Creates an environment of creative thinking – Demonstrates dedication and commitment

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