The document outlines a webinar series focused on information management, emphasizing the importance of data models and new tools for effective data governance. It discusses the role of Business Information Requirement Metrics (BIRTMs) and their significance in aligning business objectives with data management practices. The agenda includes upcoming sessions, the life cycle of data model activities, and the need for a comprehensive approach to capturing data context.

1. The First Step in Information Management
www.firstsanfranciscopartners.com
Produced by:
Ends Vs. Means
The Role of Data Models & Other Key Artifacts
Monthly CDO Webinar Series
Brought to you in partnership with:
#CDOVision
March 3, 2016

2. CDO Vision – Upcoming Webinars
 CDO Vision 2016 Schedule
− April 7
Open Mic: Kelle and a special guest answer your most pressing data
questions!
− May 5
A compelling statement to corporate leaders: Why you must address EIM and DG
− June 2
CDO Interview: TBD
#CDOVision
 First Thursday of every month at 2 PM ET
 Produced by DATAVERSITY, brought to you
by First San Francisco Partners

3. Today’s Agenda
 Role of data models
 New categories of tools and new artifacts
 New applications of old standbys
Produced by:
#CDOVision
Brought to you in
partnership with:

4. www.firstsanfranciscopartners.com
Data Models
#CDOVision
Brought to you in partnership with:
Produced by:
#CDOVision

5. Data Models for Data Model Management sake
 Data governance inspires modeling
− But not the way we always
wanted to do it
 Patterns – good
 Abstraction – ok
 Over abstraction – bad
 Practical trumps technique
55

6. Old practices
 Complete model before doing anything else
 Not accepting standard models
 Not being creative in population of domains / subjects
6

7. Life cycle and timing of Data Model activity
Seed
•Acquire
•Buy
•Steal
•Pattern
Align &
Identify
Core
Useful
conceptual
Useful
logical
Physicals
•Rationalize
to
technology
Cross walk /
Instant-iate
Theme = Useful
7

8. www.firstsanfranciscopartners.com
New Artifacts and Tools
Produced by:
#CDOVision
Brought to you in
partnership with:

9. What is a BIR™ ?
 An expression of data or information needs that are required to achieve enterprise goals
 While usually best expressed as a metric, measure, or KPI, BIRs can also be highly visible
facts, events, codes, identifiers and lists
 Key point – need to capture all contexts at same time
− Not in separate efforts
 Fact – operational systems
 Metric – Report or BI
 Event – Separate packages
 Example - Number of admissions
− Fact
− Metric
− Event
− All of the above?
9

10. BIR™ Benefit
Business
Information
Requirement
Provide EA with
arch criteria for
infrastructure
Provide IA/ DM
with context,
data elements,
dimensions
Provide BI /
Analytics with
requirements
Provide APpDev
with
requirements
Provide DG with
definitions and
content for
stewards
Provide
Compliance with
documentation
for regulators
Provide mgmt
with evidence of
alignment
10

11. Elements of a BIR™ - Atypical meta data
BIR Description
Detailed definition, not the calculation or rule
RULE or ALGORITHM
A business explanation of how to calculate the metric or a description of any rule. It should be at the level where a data analyst could reproduce a query, or a data
architect can model the components of the rule.
OBJECTIVES
This section relates business goals and objectives to the specific BIR, i.e. what goals or objectives are measured or addressed. They are taken from business plan or
interviews
RELATED DIMENSIONS
Dimensions are those data elements that the business uses to "slice and dice" numbers. For example, often a basic metric needs to be drilled into "BY" a certain
dimension, such as Sales BY Region. A consistent and well managed list of this reference data is a powerful asset, so this section is for listing and defining how a metric
could potential be drilled into, or parsed
RELATED ENTITIES
List possible data entities subjects or other data sources required to produce this measure
RELATED ACTIONS
Specific actions, events, or processes enabled by producing the measure , I.e. what is done with this measure, what decisions are made? IF this metric could be
delivered with perfection, what is DIFFERENT? What is ENABLED?
SUMMARIZATION
Describe which time periods must be consistently summarized, e.g. Day, Week, Month
11

12. pg 12
Tools
© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
 Data governance
− Work flow
− Taxonomic
 Data management
− Self service
− AI
 NoSQL
− Graph

13. Artifacts
pg 13© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
 From last month – formal business
alignment and strategy
 Policies and Principles
 Context aware glossaries

14. www.firstsanfranciscopartners.com
New Applications (of old stuff)
Produced by:
#CDOVision
Brought to you in
partnership with:

15. Operating Models
Direction
TBD
Enterprise Data Committee
Business Data Stewards
Data Governance Steering Committee
Business Unit
Officers
Data Owners IT Partner(s)
Data Governance Office (DGO)
Management
Execution
Technical Data Stewards
Local Data Governance Working Groups
Chair:
Enterprise Data Officer
Chair:
Data Governance Office Lead
IT Partner(s)
Sr. Executives
Business Units
Business & Technical Data SMEs
© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential pg 15

16. Operating Models
Direction
TBD
Enterprise Data Committee
Business Data Stewards
Data Governance Steering Committee
Business Unit
Officers
Data Owners IT Partner(s)
Data Governance Office (DGO)
Management
Execution
Technical Data Stewards
Local Data Governance Working Groups
Chair:
Enterprise Data Officer
Chair:
Data Governance Office Lead
IT Partner(s)
Sr. Executives
Business Units
Business & Technical Data SMEs
Accountable Executive
Business Data Steward
Local Data Governance
Working Group
Data Owner / Business
Steward Lead
Account Domain
© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential pg 16

17. 17
Process model for data

18. Sample DG Training Plan
Level
Orientation Education Training
Class # - 1 - 2 - 3
Unit Unit # Level #
Module Name Master the WHY;
Concepts & Value
Master the WHY and
WHAT ; Actions,
sequence, measures
Master the WHY, WHAT and
HOW; Techniques, tasks, tools
Abstract
n/a 002
1
DG Concepts Definitions, Value and
Concepts
NA
2
DG Framework Principles and Standards;
Best practices
NA
Data Governance
Processes,
Organizations
2
DG Orientation DG Road Map, Maturity
levels, Policies and
Measurements
Framework, incl.
Principles, Value and
Vision
a. Audience: Business & IT Leadership
b. Purpose: To present the DG program to familiarize employees
c. Key Learning Objectives
i. Describe DG program at the company wide and LDG levels
ii. Discuss maturity levels, standard, principles
EIM Guiding Principles,
Supporting Standards
EIM Principles Orientation a. Audience: Leadership, Business line employees, IT
b. Purpose: To present EIM principles and Supporting Standards within
context of DG roadmap
c. Key Learning Objectives
i. Describe components of a standard and guiding principles
ii. Discuss existing standards and guiding principles
Data Governance
Processes,
Organizations
3
DG Program Training DG Road Map, Specific
supported initiatives, detailed
project plans and activities
a. Audience: Business & IT Leadership, business line employees, IT
b. Purpose: To present the DG program to familiarize employees
c. Key Learning Objectives
i. Describe DG program at the company wide and local levels
ii. Discuss initiatives, activities and overview of roles
iii. Discuss initiatives, project plans and activities
EIM Guiding Principles,
Supporting Standards
EIM Standard Training a. Audience: Council, DG functions - hands on workshop
b. Purpose: To present an overview of standards and guiding principles, then
actually define them
c. Key Learning Objectives
i. Describe components of a standard and guiding principles
ii. Discuss existing standards and guiding principles
iii. Construct a target standard and guiding principle
Business Glossary 103 1
Overview for leadership DG Framework, incl.
Principles, Value and
Vision
Using the Business Glossary -
this could be technical on-
hands training for managers or
demo
a. Audience: Business Leadership
b. Purpose: To give an overview of meta data, its importance and use
c. Key Learning Objectives:
i. Describe the role of meta data in organization
ii. Define what meta data can do for in terms of usage
iii. Practice hands on tool training or Administer demo of the Business
Glossary
18

19. Thank you!
John Ladley
john@firstsanfranciscopartners.com
Kelle O’Neal
kelle@firstsanfranciscoparners.com
Next in the CDO Vision series:
April 7, 2 PM ET
Open Mic: Ask John and Kelle your
pressing data questions!