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Info-Tech Research Group 1Info-Tech Research Group 1
Info-Tech Research Group, Inc. Is a global leader in providing IT res...
Info-Tech Research Group 2Info-Tech Research Group 2
This Research is Designed For: This Research Will Help You:
This Rese...
Info-Tech Research Group 3Info-Tech Research Group 3
Resolution 
Situation !
Complication ?
Info-Tech Insight
Executive S...
Info-Tech Research Group 4Info-Tech Research Group 4
GI Section 1: Prepare for a data audit
Call 1: Determine the benefits...
Info-Tech Research Group 5Info-Tech Research Group 5
Day 1 Day 2 Day 3 Day 5
Preparation Workshop Day Workshop Day Working...
Info-Tech Research Group 6Info-Tech Research Group 6
What’s in this Section:Sections:
Project Rationale
Project Rationale
...
Info-Tech Research Group 7Info-Tech Research Group 7
Step 1: Project Rationale
• Understand the corporate strategy and how...
Info-Tech Research Group 8Info-Tech Research Group 8
Activity: Understand the corporate strategy – background
discussion
•...
Info-Tech Research Group 9Info-Tech Research Group 9
Data is one of the organization’s largest assets and it continues to ...
Info-Tech Research Group 10Info-Tech Research Group 10
Bad data causes pains throughout the organization
• There is uncert...
Info-Tech Research Group 11Info-Tech Research Group 11
Exercise: Determine the organization’s pain points
related to data
...
Info-Tech Research Group 12Info-Tech Research Group 12
Info-Tech Research Group Helps IT Professionals To:
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Perform a Data Audit Storyboard

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Your Challenge:
Data issues are deeply rooted and extremely complex. Not only do organizations have trouble choosing a starting point for bad data, but they also have difficulty finding the root cause of the issue. As a result, data audits can be long, tedious initiatives, that offer little insight into the data issues.
Traditional data audits are too narrowly focused on security and compliance. Availability and trust issues need to be uncovered as well.
Organizations are not aware of all their data sources.
Organizations are conducting data audits that are ineffective, only focusing on issues and failing to get to the root of the problem.
Data audits are failing to provide insight into possible solutions and problem resolution.

Our Advice

Critical Insight:
A combination of technical profiling and user profiling will help you understand where issues are and why they exist.
An annual data audit initiative will continually revise and fine-tune ongoing practices, processes, and procedures for the management and handling of data within the organization.
You can’t do everything at once. Pick a process, see some early victories, gain momentum, and repeat.
Impact and Result
Prepare for the audit: Prepare in advance to make the audit process smoother and less time-intensive. Identify and create an inventory of all data sources that are within the scope of your data audit. Use these data sources to understand which users would provide a valuable, insightful interview. Schedule interviews and complete technical profiling.
Conduct audit: Interview relevant stakeholders identified in the audit preparation. Use insight from these interviews to complete user profiling. Update the data sources and data inventory with any information that may have been missed.
Analyze and assess results: Get to the root of the problem through conducting a root cause analysis. Find out why the issues are occurring.
Correct plan: You know what the issues are and you now know why they are being caused. Create the corrective plan through prioritizing initiatives and data activities. Use a combination of short-term and long-term initiatives.

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Perform a Data Audit Storyboard

  1. 1. Info-Tech Research Group 1Info-Tech Research Group 1 Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2015 Info-Tech Research Group Inc. Headline/SubheadVerticalSpacing V4 Perform a Data Audit Don’t just execute an audit to identify what issues exist, probe deeper to unravel why they exist. Info-Tech's products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns.© 1997 - 2015 Info-Tech Research Group
  2. 2. Info-Tech Research Group 2Info-Tech Research Group 2 This Research is Designed For: This Research Will Help You: This Research Will Assist: This Research Will Help You: This Research Is Designed For: This Research Will Help You: This Research Will Also Assist: This Research Will Help Them: Our Understanding of the Problem Leaders such as CIOs, Senior Executives, IT Managers, Data Owners, Data Stewards, Data Integration (DI) Specialists, Business Analysts, and Process Owners. Provide an overview of data audits and why they are important to your organization. Identify concepts/items to review and decide on prior to performing a data audit. Provide an audit framework to follow for successful data audit results. Assist in identifying the root causes for data issues. Business subject-matter experts and business professionals with data quality and integrity responsibilities. Understand the high-level data issues and how they are negatively affecting the organization. Determine short-term and long-term measures that need to be taken to rectify data-related issues.
  3. 3. Info-Tech Research Group 3Info-Tech Research Group 3 Resolution  Situation ! Complication ? Info-Tech Insight Executive Summary • The amount of data within an organization is growing at an exponential rate and this is creating a need for organizations to adopt a formal approach to auditing data. A data audit is the first step an organization should take towards treating data as an asset and leveraging it to create a competitive advantage. • Data issues are deeply rooted and extremely complex. Not only do organizations have trouble choosing a starting point for bad data, but they also have difficulty finding the root cause of the issue. As a result, data audits can be long, tedious initiatives that offer little insight into the data issues. • Step 1 – Audit Preparation: Prepare in advance to make the audit process smoother and less time-intensive. Identify and create an inventory of all data sources that are within the scope of your data audit. Use these data sources to understand which users would provide a valuable, insightful interview. Schedule interviews and complete technical profiling. • Step 2 – Conduct Audit: Interview relevant stakeholders identified in the audit preparation. Use insight from these interviews to complete user profiling. Update the data sources and data inventory with any information that may have been missed. • Step 3 – Analyze and Assess Results: Get to the root of the problem through conducting a root cause analysis. Find out why the issues are occurring. • Step 4 – Correcting Plan: You know what the issues are and you now know why they are being caused. Create the corrective plan through prioritizing initiatives and data activities. Use a combination of short-term and long-term initiative. • A combination of technical profiling and user profiling will help you understand where issues are and why they exist. • An annual data audit initiative will continually revise and fine-tune ongoing practices, processes, and procedures for the management and handling of data within the organization. • You can’t do everything at once. Pick a process, see some early victories, gain momentum, and repeat.
  4. 4. Info-Tech Research Group 4Info-Tech Research Group 4 GI Section 1: Prepare for a data audit Call 1: Determine the benefits a data audit will provide for your organization and whether now is an appropriate time to conduct a data audit. Draft a rough version of the data audit project charter and discuss the project stakeholder RACI chart and metrics for success in order to secure stakeholder approval. Call 2: Prepare a context diagram, stakeholder interview schedule, and data source inventory for review. GI Section 2: Conduct the data audit and review results Call 1: Complete user interviews and discuss results. Walk through summarization of key data issues. Call 2: Complete the root cause analysis/ fishbone diagram for data trust, availability, compliance, and security. Discuss results and potential opportunities for improvement. Call 3: Reach a consensus amongst stakeholders regarding which issues to prioritize. Discuss the corrective plan and the short-term and long-term plans to rectify data issues. Info-Tech is ready to assist. Book a free guided implementation today! Book a Guided Implementation Today: Info-Tech is just a phone call away and can assist you with your project. Our expert Analysts can guide you to successful project completion. For most members, this service is available at no additional cost.* *Guided Implementations are included in most advisory membership seats. Here are the suggested Guided Implementation points in the Data Audit project:
  5. 5. Info-Tech Research Group 5Info-Tech Research Group 5 Day 1 Day 2 Day 3 Day 5 Preparation Workshop Day Workshop Day Working Session Workshop Preparation • Define the scope of the data audit. • Identify the project team. • Draft the data audit charter. • Complete technical assessment. Use the Data Audit Report Guidance template and have database administrators run tests. The results from the assessment will be reviewed and analyzed in further detail throughout the workshop. Morning Itinerary • Align data with the corporate strategy. • Identify data pain points and opportunity costs. • Identify drivers, goals, and objectives for conducting a data audit. • Complete business requirements questionnaire. Afternoon Itinerary • Create a context diagram. • Document data sources in the Data Source Inventory Tool. • Identify users for interviews. • Validate interview schedule. • Review results of the technical assessment. Discuss and draw hypothesis. Morning Itinerary • Tailor the interview guide. • Conduct interviews. • Complete the Data Audit Scorecard Tool. • Update the data context diagram. • Analyze the Summary tab from the Data Audit Scorecard Tool. • Summarize key issues. Afternoon Itinerary • Perform a root cause analysis for data trust, availability, compliance, and security. • Analyze results to find trends and make conclusions. • Identify immediate opportunities for improvement. • Assess results on the Initiative Planning tab. • Prioritize issues and map them to solutions. Workshop conclusion • Create a communication plan for improvement initiatives. • Decide on the frequency of data audits. • Choose additional blueprints of interest. • Walkthrough additional blueprints and implement solutions such as policies and procedures. Workshop Overview This workshop can be deployed as either a four- or five-day engagement depending on the client’s level of completed preparation prior to the facilitator’s arrival onsite. The light blue slides at the end of each section highlight the key activities and exercises that will be completed during the engagement with our analyst team. Contact your account representative or email Workshops@InfoTech.com for more information.
  6. 6. Info-Tech Research Group 6Info-Tech Research Group 6 What’s in this Section:Sections: Project Rationale Project Rationale Structure the Project Prepare for the Audit Conduct the Audit Review and Analyze Results Create a Corrective Plan • Understand the corporate strategy and the role data has in it. • Learn what a data audit is and why it is important for an organization. • Discover how bad data can affect the organization. • Understand your motivation behind treating data as an asset.
  7. 7. Info-Tech Research Group 7Info-Tech Research Group 7 Step 1: Project Rationale • Understand the corporate strategy and how data fits in it. • Uncover the pains related to poor data. • Leverage Info-Tech’s methodology. Outcomes of this section: 1 2 3 4 5 6 Build the Data Audit Project Charter Prepare for the Data Audit Conduct the Data Audit Review and Analyze Results from the Data Audit Create a Corrective Plan for Data Issues Project Rational • Business Stakeholders This section will walk you through the following: This section involves the following participants:  A firm understanding of the value of a data audit and how it can help you efficiently manage your data to gain a competitive advantage.  How data is impacting the business and IT alike.  A high-level view of the data initiatives possible after execution of a successful data audit.  An appraisal of the benefits that can be harnessed by taking an approach that combines both user and technical profiling.  An appraisal of how Info-Tech’s methodology can help your organization optimize its maintenance efforts.
  8. 8. Info-Tech Research Group 8Info-Tech Research Group 8 Activity: Understand the corporate strategy – background discussion • What products or services do you sell? • Who are your main competitors? How does your organization compete? • How has the organization grown in the past few years? • How do people see the organization changing going forward? • What external and internal factors will drive that change? • Is there a high level of optimism inside of the organization? The broader organization The future The current data climate in IT 1.1 Goals for this session • Does the business understand the value of data in business terms? • Why do you need to begin treating data as an asset? • What problems has your organization encountered that you think treating data as an asset will solve? • How do you see this session getting you closer to treating data as an asset? • What do you hope to have accomplished at the end of the workshop?
  9. 9. Info-Tech Research Group 9Info-Tech Research Group 9 Data is one of the organization’s largest assets and it continues to grow. In order for organizations to utilize their data effectively and benefit from it, performing regular data audits is essential. A data audit profiles organizational data located in various data repositories such as databases, data warehouses, Excel spreadsheets, and cloud applications, and assesses the level of data quality and integrity. What is a data audit? Data audits will highlight: • Data flaws such as incomplete, inaccurate, or inconsistent data. • Areas where data sets may not be in compliance with privacy and regulatory laws. • Gaps in data security levels or processes. • The location of all data sources within the organization. • Extraneous data sources (rogue data) that internal departments or lines-of-business may be using without IT’s knowledge. Organizations that perform audits will have a better understanding of what data issues exist and the steps required to create a higher level of data quality. Results of a data audit usually recommend data cleansing processes that organizations can use to promote the health of their data on an ongoing, long-term basis. 1.2
  10. 10. Info-Tech Research Group 10Info-Tech Research Group 10 Bad data causes pains throughout the organization • There is uncertainty as to whether the data is complying with laws and regulations. • The business has trouble executing its main business processes due to bad data. • Employees get different answers from supposedly the same data sets. • There is a genuine inability to make good business decisions because the data is of such low quality. • The business is experiencing severe dissatisfaction from customers, partners, and suppliers alike due to its bad data and it is eroding its reputation. • The business is leaking money all over the place as a result of duplicate mailings, time wasted finding new customer information, etc. • The business continues to complain to IT that the organizational data is inadequate for its operations. • CIOs and IT departments feel that they need to step in to alleviate pains caused from bad data. • IT has spent countless person-hours sifting through data to resolve issues, wasting time and money. • The business insists that IT is responsible and that it needs to take measures to rectify the issue, but clean-up efforts are futile; regardless of the tools IT employs, the data gets dirty again almost immediately. As a Business: As a CIO and the IT Department: If you are experiencing the following pains, a data audit is the first step to diagnosing the root cause and alleviating the issue. 1.3
  11. 11. Info-Tech Research Group 11Info-Tech Research Group 11 Exercise: Determine the organization’s pain points related to data 1. Using sticky notes, have participants document pain points related to the organization’s data. 2. Ask the questions: • Does the business understand the value of data in business terms? • Why do you need to begin treating data as an asset? • What problems has your organization encountered that you think treating data as an asset will solve? 3. Have participants place their written sticky notes on a whiteboard or wall. Read through each of the documented pain points and organize them in logical groups. 4. Define the groups. Note: Pay particular attention to discussed pain points, identifying those experienced by IT (process oriented) and those experienced by the business (impact oriented). Whiteboard Time Commitment 20 minutes Create an affinity map documenting the organization’s data pain points. 1.4
  12. 12. Info-Tech Research Group 12Info-Tech Research Group 12 Info-Tech Research Group Helps IT Professionals To:

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