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Building Effective Data Governance
 

Building Effective Data Governance

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Discussion of best practices and proven approaches to assembling the right data governance processes, policies and people in your organization.

Discussion of best practices and proven approaches to assembling the right data governance processes, policies and people in your organization.

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    Building Effective Data Governance Building Effective Data Governance Presentation Transcript

    • Capstone BI Summit Building Effective Data Governance Jeff Block Capstone Consulting Thursday, December 4, 2008 © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • What is Business Intelligence? BI is not about delivering access to a massive repository of data, often unconstrained and overwhelming. BI is about delivering highly relevant, highly valuable applications, reports, and dashboards, designed to maximize the user’s ability to gain specific, actionable knowledge from corporate data. Of course – and this can’t be overstated – this requires a culturally-relevant, well-supported governance model and a highly-specialized, flexible data architecture, both optimized for this purpose. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • What is Business Intelligence? BI is not about delivering access to a massive repository of data, often unconstrained and overwhelming. BI is about delivering highly relevant, highly valuable applications, reports, and dashboards, designed to maximize the user’s ability to gain specific, actionable knowledge from corporate data. Of course – and this can’t be overstated – this requires a culturally-relevant, well-supported governance model and a highly-specialized, flexible data architecture, both optimized for this purpose. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • What is Business Intelligence? BI is not about delivering access to a massive repository of data, often unconstrained and overwhelming. BI is about delivering highly relevant, highly valuable applications, reports, and dashboards, designed to maximize the user’s ability to gain specific, actionable knowledge from corporate data. Of course – and this can’t be overstated – this requires a culturally-relevant, well-supported governance model and a highly-specialized, flexible data architecture, both optimized for this purpose. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • What is Data Governance? A system of decision rights and accountabilities for information-related processes, executed according to agree-upon models, which describe who can take what actions with what information, and when, under what circumstances, using which methods. Data Governance is the organizational bodies, rules, decision rights, and accountabilities of people and information systems as they perform information-related processes. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • What is Data Governance? Data Governance is “how to decide how to decide about our data”. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • What is Data Governance? • Information-related… – Systems – Processes – Rules – Decision rights – Organizational structures – Accountabilities • … which govern enterprise information © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Data Governance Key Attributes • Commitment has to be to the long term • Development will be systematic and continuous • An “initiative”, not a “project” • Must be personalized to fit the business – Structured – Formally defined (signed charter) – Documented processes • Must be compatible with the culture – Will succeed and become part of it, or fail – Rarely is there middle ground © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Why do Organizations Implement Data Governance? Data Governance is typically motivated by one of six key “Focus Areas” © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Data Governance Focus Areas • Policy, Standards and Strategy – Provide consistent cross-functional leadership • Data Quality – Provide improved quality, integrity, data usability • Architecture and Integration – Support established enterprise architectural policies and standards – Focus cross-functional attention on integration challenges © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Data Governance Focus Areas • Privacy, Compliance and Security – Assess risk, ensure privacy and security of data, legal, regulatory, contractual, and architectural compliance • Data Warehousing and Business Intelligence – Support BI/EDW initiatives by managing and providing oversight over EIM • Management Support – Facilitate alignment between the business, IT and leadership of data-related initiatives © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • How do we Build Data Governance? Data Governance is built systematically and has a lifecycle © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Vision … Critical and First Develop a Value Statement • Ask yourself – What will the organization look like if we have effective data governance? • Or, ask yourself – What if we still DON’T have it five years from now? • Align vision with strategic values of the business – Give answers only in the language / currency the business cares about © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Universal Business Drivers Develop a Value Statement • Increase revenue and value • Reduce cost and complexity • Ensure survival by mitigating risk and enforcing constraints – E.g. – vulnerabilities, compliance, security, privacy, etc Every initiative, including data governance, must serve these fundamental drivers. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • The Three Branches of Develop a Value (Data) Government Statement • Executive – Provide ongoing services to data stakeholders • Legislative – Proactively define rules • Judicial – Resolve issues arising from non-compliance These three course-grained activities define the governance board’s mission to accomplish the vision. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Strategic Goals Develop a Value Statement • Strategic goals fall out of mission • Write goals for the 4 P’s – People (data stakeholders) – Programs (other initiatives) – Projects (software development or otherwise) – Processes (sometimes also called “professional disciplines”) • Make them SMART – Specific, measurable, actionable, relevant, timely © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Costs and Benefits Develop a Value Statement • Benefits first – How will it benefit the organization? • Costs second – What will it cost the organization? • Typical units of measure – Dollars – Time – Resources – Politically – Attrition and other human costs • Speak your management’s language © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Data Governance Roadmap Prepare a Roadmap • Targeted at executive management • Timeline of milestones – What value is delivered at each milestone? • Management must know – When will we return on our investment? – What are the hurdles along the way? – What will we get in the short- and long terms? – What are the costs and benefits? © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Universal Components of a Plan, Fund, Design Data Governance Program • Purpose and Rules of Engagement – Vision – Mission – Strategic Goals – Key Success Criteria / Metrics – Funding Strategy – Data Rules and Definitions – Decision Rights – Accountability © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Universal Components of a Plan, Fund, Design Data Governance Program • People and Organizational Bodies – Data Governance Office • Architects, Managers, Stewards – Data Stakeholders • Ongoing Processes – Data Quality – Data Cleansing and Conformity – Master Data and Metadata Management – Change Management © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Program Funding Strategies Plan, Fund, Design • New IT expense line item – BI / EIM gets its own budget – Continual game of justifying expense • Shared usage model – Business functions who use BI / EIM systems each contribute to budget – Multiple variations • Cost proportional to usage and/or data volume • Cost evenly distributed © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Program Funding Strategies Plan, Fund, Design • Invisible IT expense – Just keep increasing IT’s budget as BI / EIM systems grow – Bad plan! • Lots of room for unique culture of the organization – Other methods used? © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • What’s being funded? Plan, Fund, Design • Data Governance Office – Several full time roles in even smaller organizations • Time / effort of existing business and IT resources – Might ultimately hire more people for existing jobs (DBA, etc) • Additional hardware – DW appliances (e.g. Teradata, Cognitio, etc) – More application and database servers • Additional software – Additional database licenses (e.g. Oracle, SQL Server, etc) – BI presentation (e.g. Cognos, Hyperion, Alalysis Srvcs, etc) – ETL tools (e.g. Oracle Data Builder, Tibco, etc) • Contractor resources to guide process © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Roles on the Plan, Fund, Design Data Governance Board • Chairman – Leads the overall EIM / data warehouse initiative • Business Function Directors – Representatives from each business area • Marketing Director – Responsible for corporate marketing programs • User Support and Education Director – Responsible for user education, consulting, and support • Data Quality Director – Responsible for data quality programs, policy, and process © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Roles on the Plan, Fund, Design Data Governance Board • Security Director – Responsible for security programs, policy, and process • Data Warehouse Manager – Responsible for leveraging data warehouse data to serve the business user community • Data Stewardship Manager – Team leader for data stewards • PMO Director – Responsible for all EIM project management, including leading PM team • Lead Data Architect – Responsible for all data architecture, including leading data architect team © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Roles on the Plan, Fund, Design Data Governance Board • Lead EIM Architect – Responsible for all EIM tool architecture, including leading EIM architect team • Source System Liaisons – Representatives from each source system, responsible for communication with teams responsible for those systems • Master Data Manager – Responsible for master data management system • Metadata Manager – Responsible for metadata management system • Data Warehouse Operations Support – Responsible for the ongoing health, maintenance, and issue management related to the data warehouse © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Multiple Tiers Plan, Fund, Design • Effective DGB is tiered – Even for small organizations • Typically two tiers – Tier 1: Management – Tier 2: Execution • In very large organizations, sometimes add a third tier – Separate “management” and “strategic leadership” © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Multiple Tiers Plan, Fund, Design Management Chairman Data Warehouse Manager Business Function Directors Data Stewardship Manager Marketing Director Lead Data Architect User Support and Education Director Lead EIM Architect Data Quality Director Master Data Manager Security Director Metadata Manager PMO Director Data Warehouse Operations Support Manager Execution Chairman Data and EIM Architects Business Function Liaisons Project Leaders Source System Liaisons Developers Data Stewards Support Engineers © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Plan for Change Plan, Fund, Design • Change is inevitable – Trends in business come and go – Information needs change – Data volumes increase – New systems are developed – Partnerships with third parties change • Decisions about how to treat, access, clean, and enforce rules about data will not only continue, but they’ll likely also proliferate. © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Iterative Process Deploy • Iterative Process – Continual delivery of value in short intervals • BI Applications updated every week or two • Data Marts updated every month or two • Data Warehouse and associated Governance updated every quarter or two – Always be marketing the next release • Never make them wait too long for value • You will NOT conquer world hunger in one iteration – if you try you will fail © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Phased Rollout Deploy • Phased Rollout – A data governance board either exists or it doesn’t – But what it governs must start small and expand over time – Build governance as needed to support user requirements as they’re deployed – Build governance ahead of data and data ahead of systems • The revolutionary war approach probably won’t work for you – Lots of bloodshed, and the king will win © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Responsibilities of the Govern the Data Data Governance Board • Meet regularly on a defined, predictable schedule • Provide high-level direction for the EIM program (i.e. – strategic guidance to all teams involved) • Develop information process and policy • Recommend changes to business processes and policies • Establish and maintain access rights to data • Prioritize and oversee execution of EIM projects • Resolve cross-functional data issues © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Responsibilities of the Govern the Data Data Governance Board • Establish schedules and priorities for development phases, enhancements, and maintenance of the data warehouse • Manage data quality problems, production data fixes, data stewardship issues, and other daily project management decisions • Monitor impact of business rules on corporate information • Maintain master data- and metadata management systems • Ensure quality of data and EIM systems, policies, and processes © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Goals of Data Governance Govern the Data • Enable better decision-making • Contribute to vision for data and data strategy • Reduce operational friction and inefficiency (therefore cost) • Identify, describe roles for, and protect the needs of data stakeholders • Train management and staff to adopt common approaches to data issues • Build standard, repeatable processes © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Goals of Data Governance Govern the Data • Coordinate efforts across functional areas to reduce costs and increase effectiveness • Provide accountability and ensure transparency of processes • Create, review, approve, monitor and align policies and standards • Establish and enforce decision rights, access management, and security policy • Contribute to business rules involving data © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Goals of Data Governance Govern the Data • Ensure consistent data definitions (single source of truth) • Measure and clarify the value of data assets and data-related efforts • Provide oversight and assistance for data- related projects © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Ongoing Processes Managed by Govern the Data the Data Governance Board • Aligning Policies, • Resolving Issues Requirements and • Specifying Data Quality Controls Requirements • Establishing Decision • Building Governance into Rights Technology • Establishing • Stakeholder Care Accountability • Communications • Performing Stewardship • Measuring and Reporting • Managing Change Value • Defining Data © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Do you make watches Monitor, Measure, Report or wear them? Watch makers make watches and never see them again Watch wearers get the watch they need and use it ever day to understand what time it is © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Care and Feeding Monitor, Measure, Report • DGO requires significant care and feeding • Can’t just wind up like a clock then go on vacation – Monitor • What’s working / failing? Who’s involved / aloof? – Measure • How successful are we? How good or bad is it? • Do we objectively know where we are in relation to our goals? – Report • Does executive management see the value? Current and future users? Customers? © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Care and Feeding Monitor, Measure, Report • Once you know… – Because you monitored and measured • Pour into what’s working – Play to your strengths • Fix what’s broken – Iteratively, methodically • Commission the next iteration – Don’t stop now; you’re always “just getting started” © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Building a Data Governance Program DGI’s Seven Lifecycle Phases 1. Develop a value statement 2. Prepare a roadmap 3. Plan and Fund 4. Design the Program 5. Deploy the Program 6. Govern the Data 7. Monitor, Measure and Report © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • Q&A Group Discussion © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
    • w w w. c a p s t o n e c . c o m © Copyright 2008 Capstone Consulting, Inc. 50 Capstone Consulting, Inc