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Real-World Data Governance: Master Data Management & Data Governance

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  • 1. Real-World Data Governance Master Data Management & Data Governance Making the Synergy Greater Than the Parts Monthly Webinar Series Hosted by Dataversity Robert S. Seiner – KIK Consulting / TDAN.com August 16, 2012 – 2:00 p.m. EST Robert S. Seiner KIK Consulting & Educational Services – KIKconsulting.com The Data Administration Newsletter – TDAN.com Twitter at #RWDG 1Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 2. Real-World Data Governance Upcoming Webinars • Real-World Data Governance – Monthly Webinar Series – September 20, 2012 – Business Glossaries & Data Governance – 2pm EST – October 18, 2012 – BI Governance and the Governance of BI Data – 2pm EST – November 15, 2012 – Tools of Data Governance – Purchased and Developed – 2pm EST – December 20, 2012 – Tools of Data Governance – Purchased and Developed – 2pm EST – Register On-Line at Dataversity.Net Twitter at #RWDG 2Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 3. Master Data Management & Data Governance Abstract • Synergy is defined as the interaction of two or more agents or forces so that their combined impact is greater than the sum of their parts. • The word synergy perfectly describes the interaction between two of the most talked about data management disciplines today, Master Data Management and Data Governance. Twitter at #RWDG 3Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 4. Master Data Management & Data Governance Abstract • There are many tools on the market that enable organizations to address their MDM and DG concerns. • The challenge facing many organizations is to bring these two disciplines and the tools associated with these disciplines together in a cohesive manner such that the sum of their parts exceeds the value that is added by each independent discipline. • Is there a practical way to do this? Will the work effort required to achieve MDM and DG success simultaneously make the practitioner’s life easier or more difficult? • The answer lies in the approach and the attention that is paid to address these disciplines as a joint effort. Twitter at #RWDG 4Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 5. Master Data Management & Data Governance Abstract • Join Bob Seiner and DATAVERSITY for the eighth in a series of monthly webinars titled “Real-World Data Governance” that will focus on levering the benefits of Master Data Management and Data Governance together and taking advantage of the relationship between the two to provide value beyond what can be expected from each discipline separately. • Join us for another adventure in “Real-World Data Governance”. Twitter at #RWDG 5Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 6. Master Data Management & Data Governance Definitions • Governance – Execution of Enforcement and Authority – Responsibility & Accountability • Stewardship – Formalizing Accountability – Formal – Recorded – Informal – Not Recorded – “People Just Know” – or do they? • Master Data – Certifiable & Reliable Data – Master data objects are those core business objects that are used in the different applications across the organization, along with their associated metadata, attributes, definitions, roles, connections and taxonomies. David Loshin – Data Flux & MDM Intro Twitter at #RWDG 6Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com 6
  • 7. Master Data Management & Data Governance Two Points of View • Master Data as a Process – Process of Defining Data – Process of Producing Data – Process of Using Data • Master Data as Data – Data by Master Subject Area – Data by Domain and Sub-Domain – Data as System of Record or Single Point of Truth Twitter at #RWDG 7Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 8. Master Data Management & Data Governance Avoidable Mistakes • Top Avoidable Governance & MDM Mistakes (in no specific order) : – Lack of Executive & Strategic Level Understanding & Support – Lack of Program Accountability & Responsibility – Lack of Definition of Best Practices as a Target Behavior – Lack of Critical Analysis of Present Environment – Inability to Select & Follow Suitable Approach – Lack of Planning and Ability to Support Meaningful Initiatives – Framework of Roles & Responsibilities – Making Data Governance & Data Quality Optional – Lack of Focus on Communications – Improper Expectations of the Data Quality & Data Governance Solution – Failure to Stay Iterative and Incremental in the Approach Twitter at #RWDG 8Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 9. Master Data Management & Data Governance Master Data as a Process • Master Data as a Process: – Data Structure and Design (logical data model) – Data Storage (volume requirements) – Data Movement (extraction, transformation, load) – Data Security – Data Quality – Data Usage – Data Function Requirements – Data System Requirements Twitter at #RWDG 9Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 10. Master Data Management & Data Governance Master Data as a Process Twitter at #RWDG 10Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 11. Master Data Management & Data Governance Master Data as Data • Master Data as Data: – Data Structure and Design (logical data model) – Data Storage (volume requirements) – Data Movement (extraction, transformation, load) – Data Security – Data Quality – Data Usage – Data Function Requirements – Data System Requirements Twitter at #RWDG 11Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 12. Master Data Management & Data Governance Master Data as a Process / Data • Data Structure and Design (logical data model) – Governing the Design and the Structure of the Master Data – Governing the Meta-Data Associated with the Master Data (Definition, Rules, …) – Governing the Accessibility to the Meta-Data – Governing the Validation and Approval of the Structure and Design Twitter at #RWDG 12Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 13. Master Data Management & Data Governance Master Data as a Process / Data • Data Storage (volume requirements) – Governing the Storage of Master Data – Governing the Volume Present and for Growth (Future Requirements) – Governing the Security of the Master Data Resource – Governing the Retention and Life Cycle of the Master Data – Governing the Backup and Recovery of the Master Data Twitter at #RWDG 13Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 14. Master Data Management & Data Governance Master Data as a Process / Data • Data Movement (extraction, transformation, load) – Governing the Movement of the Master Data – Governing the Selection of Data to be Master Data – Governing the Transformation of Data – Governing the Loading of Data into the Master Data Resource – Governing the Migration and Conversion of the Data Twitter at #RWDG 14Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 15. Master Data Management & Data Governance Master Data as a Process / Data • Data Security – Governing the Security of the Master Data – Governing the Classification and Handling of the Master Data – Governing the Accessibility of the Data – Governing the Risk Associated with Master Data Twitter at #RWDG 15Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 16. Master Data Management & Data Governance Master Data as a Process / Data • Data Quality – Governing the Quality and Certification of Master Data – Governing the Definition of Standards and Values – Governing the Collection and Publication of Standards – Governing the Process of Recording Data Quality Issues – Governing the Process of Resolving Data Quality Issues Twitter at #RWDG 16Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 17. Master Data Management & Data Governance Master Data as a Process / Data • Data Usage – Governing the Use of Master Data – Governing the Definition and Production of the Master Data – Governing Who Can Access and See the Data – Governing the Understanding of the Master Data – Governing the Production and Distribution of Reports and Data – Governing the Audit and Compliance of the Data Twitter at #RWDG 17Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 18. Master Data Management & Data Governance Master Data as a Process / Data • Data Function Requirements – Governing the Process of Defining Functional Requirements for Master Data – Governing the Documentation of the Requirements – Governing the Approval of the Requirements – Governing the Process of Meeting Functional Requirements Twitter at #RWDG 18Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 19. Master Data Management & Data Governance Master Data as a Process / Data • Data System Requirements – Governing the Process of Defining System Requirements for Master Data – Governing the Documentation of the Requirements – Governing the Approval of the Requirements – Governing the Process of Meeting System Requirements – Governing Around the Design Constraints – Governing to Performance Requirements – Governing to Data Quality and Production Support Requirements – Governing to Usability Requirements Twitter at #RWDG 19Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 20. Master Data Management & Data Governance Master Data Roles & Responsibilities KIK Consulting & Educational Services, LLC “Non-Invasive Data Governance”™ Operating Model of Roles & Responsibilities EXISTS Data Governance Program Team Executive Level NEW Data Governance Team Manager Data Steering Committee Responsible for Administering the Program, Senior-most level knowledge of the program. facilitating use of the Data Governance Council, Leverage existing business structure as possible. communicating program components and value to the Organization. If no structure exists, utilize an IT Steering Committee Executive Advisory assistance from other levels. or an executive founded board or council. LEVERAGE IT Subject Resource Experts Strategic Level EXISTS System/Data Resource Experts Data Governance Council IT Staff including Application Data Governance Sponsors Group Development, Data Design, or Group of similar participation. One person, plus Security, and other Data alternate, for each Business Unit represented & IT. Strategic - Resource Management. Consider financial services & human resources. Enterprise Tactical Level T) Data Domain Stewards GP NEW (D Per assigned Subject Areas ts m Data Steward Coordinators r pe a Te Ex One per Business Unit m e ra rc og ou Pr es Tactical Level - Cross Business Unit ce tR an ec Operational Level rn bj ve Su EXISTS Operational Data Stewards (existing) Go IT Es Data Definers, Producers, Users ta c Da ala These people are presently defining, tio Co producing and using data as part of their n m jobs. Recording of the Operational Data /A m un pp Stewards will be an important enabler of ica ro improved communications, coordination va tio lP and cooperation among stewards. n at h Operational Level - Business Unit Specific Copyright © 2009 - Robert S. Seiner - KIK Consulting & Educational Services, LLC - All Rights Reserved Twitter at #RWDG 20Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 21. Master Data Management & Data Governance Master Data Roles & Responsibilities Twitter at #RWDG 21Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 22. Master Data Management & Data Governance Governing Master Data Communications Twitter at #RWDG 22Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 23. Master Data Management & Data Governance Applying Governance to Master Data Twitter at #RWDG 23Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 24. Master Data Management & Data Governance Applying Governance to Master Data • Pro-Active Data Governance – Build application of stewards into existing project management methodology • Reactive Data Governance – Build application of stewards into data quality methodology – Build application of stewards into issue resolution process • Triggers – Using Stewards & Recorded Steward Metadata to Demonstrate Communications Improvement • Escalation & Resolution – Using Stewards & Recorded Steward Metadata to Get … the “Right” People Involved in the “Right” Decisions at the “Right” Time. Twitter at #RWDG 24Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com 24
  • 25. Master Data Management & Data Governance Applying Governance to Master Data MASTER DATA GOVERNANCE ACTIVITY MATRIX MASTER DATA IT DATA DOMAIN / LOB/FUNCTIONAL AREA DEVELOPMENT OPERATIONAL DATA STEWARDS LIFE CYCLE DATA DOMAIN DATA STEWARD SYSTEM SMEs DATA SMEs (MDDLC) STEWARD COORDINATOR DATA DATA DEFINER DATA USER (or designee) PRODUCER Coordinate and manage all Coordinate and manage all Activity initiated re: this domain, Activity initiated re: this domain, Participate in data Participate in data Participate in data INFORMATION technical aspects of system technical aspects of data Data Domain Steward is involved Steward Coordinator is involved in definition information production usage information GATHERING information gathering with Data information gathering with Data in identifying and recording info identifying Operational Stewards gathering as needed. information gathering gathering as needed. Domain Stewards and Steward Domain Stewards and Steward related Domains, Systems, in this LOB/FA that should as needed. (DOMAIN, SYSTEM, Coordinators. Assure appropriate Coordinators. Assure appropriate Stewards per issue or task. participate in this work flow. STEWARDS) technical meta-data is recorded. technical meta-data is recorded. Assure appropriate business meta-data is recorded. Coordinate and manage all Coordinate and manage all Coordinate tasks associated Coordinate activities of Provide definition Provide production Produce user technical aspects of system technical aspects of data conducting the assessment and Operational Stewards including requirements & requirements per requirements. Use ASSESSMENT & assessment & requirements assessment & requirements requirements steps. project timelines, status reporting, gathering document. definition. Produce data needed to gathering with Data Domain gathering with Data Domain tactical decision making. Assure Define data needed to data needed to operate business & REQUIREMENTS Stewards and Steward Stewards and Steward appropriate business meta-data is operate business & operate business & report results. Coordinators. Coordinators. recorded. report results. report results. Coordinate and manage all Coordinate and manage all Coordinate tasks associated Coordinate activities of Provide data Provide data Provide data usage technical aspects of system technical aspects of data planning conducting planning and analysis Operational Stewards including definition guidance to production guidance guidance to build the PLANNING & planning and analysis with Data and analysis with Data Domain steps. project timelines, status reporting, build the appropriate to build the appropriate solution. Domain Stewards and Steward Stewards and Steward tactical decision making. solution. appropriate solution. ANALYSIS Coordinators. Coordinators. Coordinate system design with Coordinate data design with Data Coordinate tasks associated Coordinate activities of Propose alternatives Propose alternatives Propose alternatives Data Domain Stewards and Domain Stewards and Steward conducting planning and analysis Operational Stewards including for data definition for data production for data usage Steward Coordinators. Coordinators. steps. Accept or Resolve solution timelines, reporting. Propose solution that best fits that best fits with the solution that best fits SOLUTION DESIGN from the Steward Coordinator. solution to Data Domain Steward. with defined data definition with defined Assure appropriate business requirements. solution and defined requirements. meta-data is recorded. requirements. Coordinate and manage all Coordinate and manage all Coordinate activities of all Provide input to the technical aspects of system technical aspects of data solution individuals related to development development of the SOLUTION solution development. Assure development. Assure that work including timelines, status, data production that appropriate technical meta- appropriate technical meta-data is tactical decision making. solution. DEVELOPMENT data is recorded. recorded. Perform EIS system testing. Perform EIS data testing. Assure Coordinate business tasks Coordinate activities of the Test data solution Test data solution Test data solution Assure that appropriate technical that appropriate technical meta- associated with solution testing Operational Stewards related to from a definition from a production from a usage meta-data is recorded. data is recorded. steps. testing work including timelines, perspective. Assure perspective. Assure perspective. Assure SOLUTION TESTING status, tactical decision making. that appropriate that appropriate that appropriate business meta-data is business meta-data is business meta-data is recorded. recorded. recorded. Coordinate and manage all Coordinate and manage all Coordinate business tasks Coordinate activities of the technical aspects of system technical aspects of data solution associated with solution Operational Stewards related to SOLUTION solution implementation. implementation. implementation. solution implementation including timelines, status, tactical decision IMPLEMENTATION making. Coordinate and manage all Coordinate and manage all Coordinate business tasks Coordinate activities of the As part of daily job, As part of daily job, As part of daily job, technical aspects of system technical aspects of data solution associated with solution Operational Stewards related to identify operation identify operation identify operation SOLUTION solution monitoring & monitoring & maintenance. monitoring & maintenance. solution monitoring & data issues pertaining data issues pertaining data issues pertaining MONITORING & maintenance. maintenance including timelines, to their domain of to their domain of to their domain of MAINTENANCE status, tactical decision making. data. data. data. Twitter at #RWDG 25Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com 25
  • 26. Master Data Management & Data Governance Applying Governance to Master Data Data Steward Coordinators SysSMEs & DataSMEs Meta-Data Producers Meta-Data Definers Domain Stewards Meta-Data Users Meta-Data Stewards Meta-Data Meta-Data Meta-Data Mapped to Meta-Data Processes Process Step Outcome / Deliverables 1. Develop Conceptual Model / Conceptual Model Data Taxonomy X X X X of Taxonomy 2. Further Develop Logical Model Attributed Logical Model of Including Attribution of Entities X X X X Taxonomy 3. Specify Which Taxonomy Attributes Will Be Data List Per Included in the Repository X X X X Business Requirements 4. Conduct Data Analysis of Attributes Using Data Analysis for Data Listed in Data Analysis Template X X X X X Step 3 5. Map Sources of Source Data to Mapping of Source Data to Repository Data Structures X X X X X Data 6. Assess Change Control, Versioning, Security X X X X X Change Control, Versioning & Security Requirements 7. Selection of the “Best” Source Documentation Validating for the Data X X X X X X “Best” Source 8. Design and Develop the Data Movement, User Interface Data “Engine” and User Interface X X X X X & Functional Development 9. Validate and Test Data X X X X X X Sign Off of Data Validation in the Repository Legend: Gray Block w/Bold X = Active Participant, Block w/Dull X = Optional Participant, * See Appendix for Template Twitter at #RWDG 26Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com 26
  • 27. Master Data Management & Data Governance Resolving Master Data Management Issues Twitter at #RWDG 27Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 28. Master Data Management & Data Governance Applying Governance to Master Data Meta-Data Twitter at #RWDG 28Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com 28
  • 29. Master Data Management & Data Governance Summary • Master Data as a Process – Process of Defining Data – Process of Producing Data – Process of Using Data • Master Data as Data – Data by Master Subject Area – Data by Domain and Sub-Domain – Data as System of Record or Single Point of Truth Twitter at #RWDG 29Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
  • 30. Real-World Data Governance Contact Information • Robert S. Seiner KIK Consulting & Educational Services – KIKconsulting.com The Data Administration Newsletter – TDAN.com Post Office Box 112571, Upper St. Clair, Pennsylvania 15241 412.220.9643, 412.220.9644 (Fax) rseiner@kikconsulting.com rseiner@tdan.com Twitter at #RWDG 30Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDGCopyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com