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Copyright Global Data Strategy, Ltd. 2019
Building a Data Strategy - Practical Steps for
Aligning with Business Goals
Donna Burbank, Managing Director
Global Data Strategy, Ltd.
February 28th, 2019
Twitter Event hashtag: #DAStrategies
Becky Russell
2
Becky Russell is the National Lead for Data Standards at the Environment
Agency, a role she has held since 2013. Previously she had held several other
jobs in the Environment Agency including leading a Data Team and both
managing a team and acting as a technical specialist to regulate industrial
activities and implement European legislation. Becky is a qualified chemist, and
initially joined Nestle through their Graduate Programme, before working for
Cadburys, and then the Environment Agency.
Donna Burbank
3
Donna is a recognised industry expert in
information management with over 20 years
of experience in data strategy, information
management, data modeling, metadata
management, and enterprise architecture.
Her background is multi-faceted across
consulting, product development, product
management, brand strategy, marketing,
and business leadership.
She is currently the Managing Director at
Global Data Strategy, Ltd., an international
information management consulting
company that specializes in the alignment of
business drivers with data-centric
technology. In past roles, she has served in
key brand strategy and product
management roles at CA Technologies and
Embarcadero Technologies for several of the
leading data management products in the
market.
As an active contributor to the data
management community, she is a long time
DAMA International member, Past President
and Advisor to the DAMA Rocky Mountain
chapter, and was recently awarded the
Excellence in Data Management Award from
DAMA International in 2016.
Donna is also an analyst at the Boulder BI
Train Trust (BBBT) where she provides advice
and gains insight on the latest BI and
Analytics software in the market. She was on
several review committees for the Object
Management Group’s for key information
management and process modeling
notations.
She has worked with dozens of Fortune 500
companies worldwide in the Americas,
Europe, Asia, and Africa and speaks regularly
at industry conferences. She has co-
authored two books: Data Modeling for the
Business and Data Modeling Made Simple
with ERwin Data Modeler and is a regular
contributor to industry publications. She can
be reached at
donna.burbank@globaldatastrategy.com
Donna is based in Boulder, Colorado, USA.
Follow on Twitter @donnaburbank
Twitter Event hashtag: #DAStrategies
DATAVERSITY Data Architecture Strategies
• January 24 - on demand Emerging Trends in Data Architecture – What’s the Next Big Thing?
• February 18 - on demand Building a Data Strategy - Practical Steps for Aligning with Business Goals
• March 28 Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA)
• April 25 Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner)
• May 23 Master Data Management - Aligning Data, Process, and Governance
• June 27 Enterprise Architecture vs. Data Architecture
• July 25 Metadata Management: from Technical Architecture & Business Techniques
• August 22 Data Quality Best Practices (w/ guest Nigel Turner)
• Sept 26 Self Service BI & Analytics: Architecting for Collaboration
• October 24 Data Modeling Best Practices: Business and Technical Approaches
• December 3 Building a Future-State Data Architecture Plan: Where to Begin?
4
This Year’s Lineup
Data Models are a key part of any wider Data Strategy
Level 1
“Top-Down” alignment with
business priorities
Level 5
“Bottom-Up” management &
inventory of data sources
Level 2
Managing the people, process,
policies & culture around data
Level 4
Coordinating & integrating
disparate data sources
Level 3
Leveraging data for strategic
advantage
Copyright 2019 Global Data Strategy, Ltd
Aligning Business Stakeholders through Data Models
Global Data Strategy, Ltd. 2019 www.globaldatastrategy.com
Levels of Data Models
6
Conceptual
Logical
Physical
Purpose
Communication & Definition of
Business Concepts & Rules
Clarification & Detail
of Business Rules &
Data Structures
Technical
Implementation on
a Physical Database
Audience
Business Stakeholders
Data Architects
Data Architects
Business Analysts
DBAs
Developers
Business Concepts
Data Entities
Physical Tables
Business Stakeholders
Data Architects
Enterprise
Subject Areas
Organization & Scoping of main
business domain areas
Global Data Strategy, Ltd. 2019
Use the Language of Your Audience
• When communicating with business stakeholders, it’s important to display data models in a
way that’s intuitive to them
7
Gaining Buy-In
From Data Modeling for the Business by Hoberman, Burbank, Bradley, Technics Publications, 2009
Data Models Tell a Story
• Graphical, User-Friendly Conceptual & Logical
Data Models
• Use Business Terminology
• Avoid Excess Detail
• Tell the “Story” of how the model relates to a
real-world business scenarios
• Use workshops and other interactive sessions to
move quickly and gain buy-in
Global Data Strategy, Ltd. 2019
8
The
Environment
Agency:
Our Work
All images copyright © 2018 Environment Agency
9
Regulation
Chemicals
Company
Permit
Type
Address
Monitoring
Chemicals
River
River
Flood
Defence
Address
Asset
type
Flood
cause
Data
Returns
Company
Chemicals
Address
Chemicals
Reporting
Catchment
Catchment
Location
Location
Location
Catchment
Company
Address
A typical data scenario…..
Catchment
Lost in translation…..Catchment
10
A hydrologically
connected collection
of waterbodies
A way of categorising
and segmenting data for
reporting purposes
A defined area for
environmental
monitoring
A collection of
waterbodies that end
up in the sea
A recognised group of
waterbodies with similar
hydrological
characteristics
An area / polygon
shape around a river
waterbody
A defined grouping of
permits and water
quality measurements
A waterbody, such as
a river or lake
A self-contained
hydrological area
An area where rain
falls and flows into a
river
A unit of water
resource
An area of land that
drains to a single
point on the coast
An area from which a
school attracts its
pupils
An area used for
reporting the health
of the environment
An operational
water abstraction
area
An area of land
drained by a
particular river at a
particular point
11
Lost in translation…..where am I?
Horizon House
Ho Ho
HH
Bristol
Head Office
National
Importance of standards
12
Data Standards Challenge
13
Images released under creative commons licence
A chemical list should be easy…..
No common understanding
15
• Different data models
• Chemical vs parameter
• Result vs. set of values
• Measurement vs. monitoring
• What about non-chemicals?
Image released under creative commons licence
When a data standard is not enough…..
16
• Understand the concepts around
chemicals and measurement
• Identify and define each
entity
• Understand their
relationships and logic
(business rules)
Images released under creative commons licence
17
Transparent
Principles of engagement
Business led
Use existing network
Business problem
New IT only
Consensus Approach
Images released under creative commons licence
First steps….
18
Gained senior support
Identified stakeholders
Communicated widely
Images released under creative commons licence
Building Models Top Down vs. Bottom Up vs. “Middle Out”
• While there were no formal models in place at the
EA, there was a significant amount of existing in-
house knowledge.
• The data models were developed:
• Top-Down: Through business stakeholder interviews,
workshops, reviewing “models” from non-modellers, etc.
• Bottom-Up: Reviewing existing systems, databases, and
technical implementations
• An Iterative approach was used to refine the model
moving forward.
• While an industry model was considered, it
wouldn’t meet the needs of the unique
organisation and environment at the EA.
Conceptual
Logical
Physical
Iterative
Global Data Strategy, Ltd. 2019
Measurement Data Model – High-Level
Global Data Strategy, Ltd. 2019
Data Model Workshops
21
Data Modelling workshops helped refine the model and gain
consensus:
• Team members were able to share ideas
• See each other’s different viewpoints
• Come to consensus more quickly than in separate
interviews
Global Data Strategy, Ltd. 2019
22
Measurement Data Model - Logical
The detail of the logical model helped refine the terminology, e.g. are Air and Water Measurements subtypes
of a similar Measurement supertype? How are they similar? How are they different?
Global Data Strategy, Ltd. 2019
23
Enterprise Conceptual Model
An Enterprise Conceptual
Model helped identify areas
where controlled lists were
needed.
Creating the controlled list
Image 1 released under creative commons licence
Building the register…..
External ID
130-15-4
1702-17-6
111-46-6
565-80-0
Global ID
746394746328
165745982365
846209654092
187409286637
473928475638
857649302738
846375948209
Domain
Names
EA
preferred
term
Chemical
Group ID
Start and
end dates
The EA’s overall approach
Data Model
Data Objects and Attributes
Data Definitions
Data standards
Data Object library
Data Dictionary
Deploy into new IT
Create Data
Standards
Register
KPIs
Measures
Improvement
Governance
Controlled
List
Images released under creative commons licence
Our six-step methodology for producing data standards
27
Agree project
scope and terms
of reference
STEP 1 STEP 4 STEP 5
PILOT PRODUCEPREPARE
STEP 2
Identify
custodian
Identify
stakeholders &
data sources
Interview/
consult
stakeholders
Review & finalise
Data Standard
with
stakeholders
Draft Data
Standard
Review project &
recommend
future actions
Revisit and
update approach
Finalise and
publish Data
Standard
PLANPRIORITISE PROTECT
Agree Data
Standard
template(s)
Schedule
stakeholder
interviews
Understand uses
of data
Identify &
prioritise main
issues
Assess Data
Holdings and
Enterprise Data
model
Create projects for
Data Standards
Assign Custodian
Enforce in new IT
developments
Update and
maintain
STEP 3 STEP 6
Iterative Data Standard
Development projects
Lessons Learned
Talking business language critical Creating virtual teams is powerful Webinars and workshops essential
‘Top Down’ and ‘Bottom up’ analysis
needed
Frequent communication essentialMust act on feedback
Images released under creative commons licence
Successes and benefits
29
Images released under creative commons licence
DATAVERSITY Data Architecture Strategies
• January 24 Emerging Trends in Data Architecture – What’s the Next Big Thing?
• February 18 Building a Data Strategy - Practical Steps for Aligning with Business Goals
• March 28 Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA)
• April 25 Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner)
• May 23 Master Data Management - Aligning Data, Process, and Governance
• June 27 Enterprise Architecture vs. Data Architecture
• July 25 Metadata Management: from Technical Architecture & Business Techniques
• August 22 Data Quality Best Practices (w/ guest Nigel Turner)
• Sept 26 Self Service BI & Analytics: Architecting for Collaboration
• October 24 Data Modeling Best Practices: Business and Technical Approaches
• December 3 Building a Future-State Data Architecture Plan: Where to Begin?
30
Join Us Next Month
Global Data Strategy, Ltd. 2019
Questions?
31
• Thoughts? Ideas?
Global Data Strategy, Ltd. 2019
About Global Data Strategy, Ltd
• Global Data Strategy is an international information management consulting company that
specializes in the alignment of business drivers with data-centric technology.
• Our passion is data, and helping organizations enrich their business opportunities through data and
information.
• Our core values center around providing solutions that are:
• Business-Driven: We put the needs of your business first, before we look at any technology solution.
• Clear & Relevant: We provide clear explanations using real-world examples.
• Customized & Right-Sized: Our implementations are based on the unique needs of your organization’s
size, corporate culture, and geography.
• High Quality & Technically Precise: We pride ourselves in excellence of execution, with years of
technical expertise in the industry.
32
Data-Driven Business Transformation
Business Strategy
Aligned With
Data Strategy
Visit www.globaldatastrategy.com for more information

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DAS Slides: Data Modeling at the Environment Agency of England – Case Study

  • 1. Copyright Global Data Strategy, Ltd. 2019 Building a Data Strategy - Practical Steps for Aligning with Business Goals Donna Burbank, Managing Director Global Data Strategy, Ltd. February 28th, 2019 Twitter Event hashtag: #DAStrategies
  • 2. Becky Russell 2 Becky Russell is the National Lead for Data Standards at the Environment Agency, a role she has held since 2013. Previously she had held several other jobs in the Environment Agency including leading a Data Team and both managing a team and acting as a technical specialist to regulate industrial activities and implement European legislation. Becky is a qualified chemist, and initially joined Nestle through their Graduate Programme, before working for Cadburys, and then the Environment Agency.
  • 3. Donna Burbank 3 Donna is a recognised industry expert in information management with over 20 years of experience in data strategy, information management, data modeling, metadata management, and enterprise architecture. Her background is multi-faceted across consulting, product development, product management, brand strategy, marketing, and business leadership. She is currently the Managing Director at Global Data Strategy, Ltd., an international information management consulting company that specializes in the alignment of business drivers with data-centric technology. In past roles, she has served in key brand strategy and product management roles at CA Technologies and Embarcadero Technologies for several of the leading data management products in the market. As an active contributor to the data management community, she is a long time DAMA International member, Past President and Advisor to the DAMA Rocky Mountain chapter, and was recently awarded the Excellence in Data Management Award from DAMA International in 2016. Donna is also an analyst at the Boulder BI Train Trust (BBBT) where she provides advice and gains insight on the latest BI and Analytics software in the market. She was on several review committees for the Object Management Group’s for key information management and process modeling notations. She has worked with dozens of Fortune 500 companies worldwide in the Americas, Europe, Asia, and Africa and speaks regularly at industry conferences. She has co- authored two books: Data Modeling for the Business and Data Modeling Made Simple with ERwin Data Modeler and is a regular contributor to industry publications. She can be reached at donna.burbank@globaldatastrategy.com Donna is based in Boulder, Colorado, USA. Follow on Twitter @donnaburbank Twitter Event hashtag: #DAStrategies
  • 4. DATAVERSITY Data Architecture Strategies • January 24 - on demand Emerging Trends in Data Architecture – What’s the Next Big Thing? • February 18 - on demand Building a Data Strategy - Practical Steps for Aligning with Business Goals • March 28 Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA) • April 25 Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner) • May 23 Master Data Management - Aligning Data, Process, and Governance • June 27 Enterprise Architecture vs. Data Architecture • July 25 Metadata Management: from Technical Architecture & Business Techniques • August 22 Data Quality Best Practices (w/ guest Nigel Turner) • Sept 26 Self Service BI & Analytics: Architecting for Collaboration • October 24 Data Modeling Best Practices: Business and Technical Approaches • December 3 Building a Future-State Data Architecture Plan: Where to Begin? 4 This Year’s Lineup
  • 5. Data Models are a key part of any wider Data Strategy Level 1 “Top-Down” alignment with business priorities Level 5 “Bottom-Up” management & inventory of data sources Level 2 Managing the people, process, policies & culture around data Level 4 Coordinating & integrating disparate data sources Level 3 Leveraging data for strategic advantage Copyright 2019 Global Data Strategy, Ltd Aligning Business Stakeholders through Data Models Global Data Strategy, Ltd. 2019 www.globaldatastrategy.com
  • 6. Levels of Data Models 6 Conceptual Logical Physical Purpose Communication & Definition of Business Concepts & Rules Clarification & Detail of Business Rules & Data Structures Technical Implementation on a Physical Database Audience Business Stakeholders Data Architects Data Architects Business Analysts DBAs Developers Business Concepts Data Entities Physical Tables Business Stakeholders Data Architects Enterprise Subject Areas Organization & Scoping of main business domain areas Global Data Strategy, Ltd. 2019
  • 7. Use the Language of Your Audience • When communicating with business stakeholders, it’s important to display data models in a way that’s intuitive to them 7 Gaining Buy-In From Data Modeling for the Business by Hoberman, Burbank, Bradley, Technics Publications, 2009 Data Models Tell a Story • Graphical, User-Friendly Conceptual & Logical Data Models • Use Business Terminology • Avoid Excess Detail • Tell the “Story” of how the model relates to a real-world business scenarios • Use workshops and other interactive sessions to move quickly and gain buy-in Global Data Strategy, Ltd. 2019
  • 8. 8 The Environment Agency: Our Work All images copyright © 2018 Environment Agency
  • 10. Lost in translation…..Catchment 10 A hydrologically connected collection of waterbodies A way of categorising and segmenting data for reporting purposes A defined area for environmental monitoring A collection of waterbodies that end up in the sea A recognised group of waterbodies with similar hydrological characteristics An area / polygon shape around a river waterbody A defined grouping of permits and water quality measurements A waterbody, such as a river or lake A self-contained hydrological area An area where rain falls and flows into a river A unit of water resource An area of land that drains to a single point on the coast An area from which a school attracts its pupils An area used for reporting the health of the environment An operational water abstraction area An area of land drained by a particular river at a particular point
  • 11. 11 Lost in translation…..where am I? Horizon House Ho Ho HH Bristol Head Office National
  • 14. Images released under creative commons licence A chemical list should be easy…..
  • 15. No common understanding 15 • Different data models • Chemical vs parameter • Result vs. set of values • Measurement vs. monitoring • What about non-chemicals? Image released under creative commons licence
  • 16. When a data standard is not enough….. 16 • Understand the concepts around chemicals and measurement • Identify and define each entity • Understand their relationships and logic (business rules) Images released under creative commons licence
  • 17. 17 Transparent Principles of engagement Business led Use existing network Business problem New IT only Consensus Approach Images released under creative commons licence
  • 18. First steps…. 18 Gained senior support Identified stakeholders Communicated widely Images released under creative commons licence
  • 19. Building Models Top Down vs. Bottom Up vs. “Middle Out” • While there were no formal models in place at the EA, there was a significant amount of existing in- house knowledge. • The data models were developed: • Top-Down: Through business stakeholder interviews, workshops, reviewing “models” from non-modellers, etc. • Bottom-Up: Reviewing existing systems, databases, and technical implementations • An Iterative approach was used to refine the model moving forward. • While an industry model was considered, it wouldn’t meet the needs of the unique organisation and environment at the EA. Conceptual Logical Physical Iterative Global Data Strategy, Ltd. 2019
  • 20. Measurement Data Model – High-Level Global Data Strategy, Ltd. 2019
  • 21. Data Model Workshops 21 Data Modelling workshops helped refine the model and gain consensus: • Team members were able to share ideas • See each other’s different viewpoints • Come to consensus more quickly than in separate interviews Global Data Strategy, Ltd. 2019
  • 22. 22 Measurement Data Model - Logical The detail of the logical model helped refine the terminology, e.g. are Air and Water Measurements subtypes of a similar Measurement supertype? How are they similar? How are they different? Global Data Strategy, Ltd. 2019
  • 23. 23 Enterprise Conceptual Model An Enterprise Conceptual Model helped identify areas where controlled lists were needed.
  • 24. Creating the controlled list Image 1 released under creative commons licence
  • 25. Building the register….. External ID 130-15-4 1702-17-6 111-46-6 565-80-0 Global ID 746394746328 165745982365 846209654092 187409286637 473928475638 857649302738 846375948209 Domain Names EA preferred term Chemical Group ID Start and end dates
  • 26. The EA’s overall approach Data Model Data Objects and Attributes Data Definitions Data standards Data Object library Data Dictionary Deploy into new IT Create Data Standards Register KPIs Measures Improvement Governance Controlled List Images released under creative commons licence
  • 27. Our six-step methodology for producing data standards 27 Agree project scope and terms of reference STEP 1 STEP 4 STEP 5 PILOT PRODUCEPREPARE STEP 2 Identify custodian Identify stakeholders & data sources Interview/ consult stakeholders Review & finalise Data Standard with stakeholders Draft Data Standard Review project & recommend future actions Revisit and update approach Finalise and publish Data Standard PLANPRIORITISE PROTECT Agree Data Standard template(s) Schedule stakeholder interviews Understand uses of data Identify & prioritise main issues Assess Data Holdings and Enterprise Data model Create projects for Data Standards Assign Custodian Enforce in new IT developments Update and maintain STEP 3 STEP 6 Iterative Data Standard Development projects
  • 28. Lessons Learned Talking business language critical Creating virtual teams is powerful Webinars and workshops essential ‘Top Down’ and ‘Bottom up’ analysis needed Frequent communication essentialMust act on feedback Images released under creative commons licence
  • 29. Successes and benefits 29 Images released under creative commons licence
  • 30. DATAVERSITY Data Architecture Strategies • January 24 Emerging Trends in Data Architecture – What’s the Next Big Thing? • February 18 Building a Data Strategy - Practical Steps for Aligning with Business Goals • March 28 Data Modeling at the Environment Agency of England - Case Study (w/ guest Becky Russell from the EA) • April 25 Data Governance - Combining Data Management with Organizational Change (w/ guest Nigel Turner) • May 23 Master Data Management - Aligning Data, Process, and Governance • June 27 Enterprise Architecture vs. Data Architecture • July 25 Metadata Management: from Technical Architecture & Business Techniques • August 22 Data Quality Best Practices (w/ guest Nigel Turner) • Sept 26 Self Service BI & Analytics: Architecting for Collaboration • October 24 Data Modeling Best Practices: Business and Technical Approaches • December 3 Building a Future-State Data Architecture Plan: Where to Begin? 30 Join Us Next Month Global Data Strategy, Ltd. 2019
  • 31. Questions? 31 • Thoughts? Ideas? Global Data Strategy, Ltd. 2019
  • 32. About Global Data Strategy, Ltd • Global Data Strategy is an international information management consulting company that specializes in the alignment of business drivers with data-centric technology. • Our passion is data, and helping organizations enrich their business opportunities through data and information. • Our core values center around providing solutions that are: • Business-Driven: We put the needs of your business first, before we look at any technology solution. • Clear & Relevant: We provide clear explanations using real-world examples. • Customized & Right-Sized: Our implementations are based on the unique needs of your organization’s size, corporate culture, and geography. • High Quality & Technically Precise: We pride ourselves in excellence of execution, with years of technical expertise in the industry. 32 Data-Driven Business Transformation Business Strategy Aligned With Data Strategy Visit www.globaldatastrategy.com for more information