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Copyright 2013 by Data Blueprint
Show Me The Money: Monetizing Data Management
Failure to successfully monetize data management
investments sets up an unfortunate loop of fixing
symptoms without addressing the underlying
problems. As organizations begin to understand poor
data management practices as the root causes of
many of their business problems, they become more
willing to make the required investments in our
profession. This presentation uses specific examples
to illustrate the costs of poor data management and
how it impacts business objectives. Join us and learn
how you can better align your data management
projects with business objectives to justify funding
and gain management approval.
Date: June 10, 2014
Time: 2:00 PM ET/11:00 AM PT
Presenter: Peter Aiken, Ph.D.
1
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
Copyright 2013 by Data Blueprint
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Show Me The Money
Monetizing Data Management
Presented by Peter Aiken, Ph.D.
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
Copyright 2013 by Data Blueprint
4
2
• 30+ years of experience in data
management
• Multiple international awards &
recognition
• Founder, Data Blueprint (datablueprint.com)
• Associate Professor of IS, VCU (vcu.edu)
• (Past) President, DAMA Int. (dama.org)
• 9 books and dozens of articles
• Experienced w/ 500+ data
management practices in 20 countries
• Multi-year immersions with
organizations as diverse as the
US DoD, Nokia, Deutsche Bank, Wells
Fargo, Walmart, and the
Commonwealth of Virginia
Peter Aiken, Ph.D.
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
5
Tweeting now:
#dataed
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
6
Data Program
Coordination
Feedback
Data
Development
Copyright 2013 by Data Blueprint
Standard
Data
Data Management is an Integrated System of Five Practice Areas
Organizational Strategies
Goals
Business
Data
Business Value
Application
Models &
Designs
Implementation
Direction
Guidance
7
Organizational
Data Integration
Data
Stewardship
Data Support
Operations
Data
Asset Use
Integrated
Models
Leverage data in organizational activities
Data management
processes and
infrastructure
Combining multiple
assets to produce
extra value
Organizational-entity
subject area data
integration
Provide reliable
data access
Achieve sharing of data
within a business area
Copyright 2013 by Data Blueprint
Five Integrated DM Practices
8
Manage data coherently.
Share data across boundaries.
Assign responsibilities for data.
Engineer data delivery systems.
Maintain data availability.
Data Program
Coordination
Data
Development
Organizational
Data Integration
Data
Stewardship
Data Support
Operations
Maslow's
Hierarchiy of
Needs
Copyright 2013 by Data Blueprint
9
You can accomplish
Advanced Data Practices
without becoming proficient
in the Basic Data
Management Practices
however this will:
• Take longer
• Cost more
• Deliver less
• Present
greater
risk
Copyright 2013 by Data Blueprint
Data Management Practices Hierarchy
Basic Data Management Practices
Advanced
Data
Practices
• MDM
• Mining
• Big Data
• Analytics
• Warehousing
• SOA
10
Data Program Management
Data Stewardship Data Development
Data Support Operations
Organizational Data Integration
Copyright 2013 by Data Blueprint
We believe ...
• Data is the most powerful, yet underutilized and poorly
managed, asset in business today.
• Data is your
– Sole
– Non-depletable
– Non-degrading
– Durable
– Strategic
• Asset
• Our mission is to unlock business value by
– Strengthening your data management capabilities
– Providing tailored solutions, and
– Building lasting partnerships.
11
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
12
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
13
Copyright 2013 by Data Blueprint
2013 Monetizing Data Management Survey Results
14
Copyright 2013 by Data Blueprint
15
2013 Monetizing Data Management Survey Results
Copyright 2013 by Data Blueprint
Amazon Reviews
16
Copyright 2013 by Data Blueprint
One Star Reviews
• "My reason for purchasing this book was to learn
about how organizations are finding ways to monitize
their data assets. By that I mean finding ways to generate
income using their data assets or the insights derived
from those assets."
• "This book title 'Monetizing data management', the
reason I purchased this book is to know how to earn the
money from organizational data. however this book didn't
talk anything about making money through data
management."
17
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
Copyright 2013 by Data Blueprint
Five Star Reviews
• "A book you can read from cover to cover on an
airplane trip or during lunch over a period of days. I'm
very big on stories, and the book contains many stories
from the authors' experiences on how to valuate data
management. It helped me brainstorm on a presentation I
was working on to explain the value of our enterprise
information management initiative."
• "A concise summary of how to put a value on data
management in your organization. I would not categorize
this book as a "how to" guide - more of a brainstorming
book to help someone come up with a value for their hard
data management work. Great stories and tangible
results!"
18
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
Copyright 2013 by Data Blueprint
Motivation ...
• Amazon rank: 1,257,801
• Task: helping our community better articulate the
importance of what we do
• Until we can meaningfully communicate in monetary
or other terms equally important to the C-suite, we will
continue to struggle to articulate the value of its role
• Today’s business executives
– Smart, talented and experienced experts
– Executive decision-makers being far removed and
insufficiently data knowledgeable
– Too many decisions about data have been poor
• Four Parts
– Unique perspective to the practice of leveraging data
– 11 cases where leveraging data has produced positive
financial results
– Five instance non-monetary outcomes of critical important
to the C-suite
– Interaction of data management practices and both IT
projects and legal responsibilities
19
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
20
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
21
Copyright 2013 by Data Blueprint
Data
Data
Data
Information
Fact Meaning
Request
Strategic Information Use: Prerequisites
[Built on definitions from Dan Appleton 1983]
Intelligence
Strategic Use
1. Each FACT combines with one or more MEANINGS.
2. Each specific FACT and MEANING combination is referred to as a DATUM.
3. An INFORMATION is one or more DATA that are returned in response to a specific REQUEST
4. INFORMATION REUSE is enabled when one FACT is combined with more than one MEANING.
5. INTELLIGENCE is INFORMATION associated with its STRATEGIC USES.
6. DATA/INFORMATION must formally arranged into an ARCHITECTURE.
Wisdom & knowledge are
often used synonymously
Data
Data
Data Data
22
Copyright 2013 by Data Blueprint
Leverage is an Engineering Concept
23
• Using proper engineering
techniques, a human can lift
a bulk that is weighs much
more than the human
Copyright 2013 by Data Blueprint
Data Leverage is an Engineering Concept
24
Organizational
Data
Organizational
Data Managers
Technologies
Process
People
• Note: Reducing ROT increases data leverage
Less Data ROT ->
Copyright 2013 by Data Blueprint
Why Is Data Management Important?
• Too much data leads directly to wasted productivity
– Eighty percent (80%) of organizational data is
redundant, obsolete or trivial (ROT)
• Underutilized data leads directly to poorly leveraged
organizational resources
– Manpower – costs associated with labor resources and
market share
– Money – costs associated
with management of
financial resources
– Methods – costs associated
with operational processes and product delivery
– Machines – costs associated with hardware, software
applications and data to enhance production capability
25
Copyright 2013 by Data Blueprint
Incorrect Educational Focus
• Building new systems
– 80% of IT costs are spent rebuilding and evolving
existing systems and only 20% of costs are
spent building and acquiring new systems
– Putting fresh graduates on new projects makes this proposition
more ridiculous
– Only the most experienced professionals should be allowed to
participate in new systems development.
• Who is responsible for managing data assets?
– Business thinks IT is taking care of it - it is called IT after all?
– IT thinks if you can sign on to the system their job is complete
• System development practices
– Data evolution is separate from, external to and must precede
system development life cycle activities!
– Data is not a project - it has no distinct beginning and end
26
Copyright 2013 by Data Blueprint
Evolving Data is Different than Creating New Systems
27
Common Organizational Data
(and corresponding data needs requirements)
New Organizational
Capabilities
Systems
Development
Activities
Create
Evolve
Future State
(Version +1)
Data evolution is separate from,
external to, and precedes system
development life cycle activities!
Copyright 2013 by Data Blueprint
Application-Centric Development
Original articulation from Doug Bagley @ Walmart
28
Data/
Information
Network/
Infrastructure
Systems/
Applications
Goals/
Objectives
Strategy
• In support of strategy, organizations
develop specific goals/objectives
• The goals/objectives drive the development
of specific systems/applications
• Development of systems/applications leads
to network/infrastructure requirements
• Data/information are typically considered
after the systems/applications and network/
infrastructure have been articulated
• Problems with this approach:
– Ensures data is formed to the applications and not
around the organizational-wide information
requirements
– Process are narrowly formed around applications
– Very little data reuse is possible
Copyright 2013 by Data Blueprint
Payroll Application
(3rd GL)Payroll Data
(database)
R& D Applications
(researcher supported, no documentation)
R & D
Data
(raw) Mfg. Data
(home grown
database)
Mfg. Applications
(contractor supported)
Finance
Data
(indexed)
Finance Application
(3rd GL, batch
system, no source)
Marketing Application
(4rd GL, query facilities,
no reporting, very large)
Marketing Data
(external database)
Personnel App.
(20 years old,
un-normalized data)
Personnel Data
(database)
29
Typical System Evolution
Einstein Quote
Copyright 2013 by Data Blueprint
30
"The significant
problems we face
cannot be solved at
the same level of
thinking we were at
when we created
them."
- Albert Einstein
Copyright 2013 by Data Blueprint
Data-Centric Development
Original articulation from Doug Bagley @ Walmart
31
Systems/
Applications
Network/
Infrastructure
Data/
Information
Goals/
Objectives
Strategy
• In support of strategy, the organization
develops specific goals/objectives
• The goals/objectives drive the development
of specific data/information assets with an
eye to organization-wide usage
• Network/infrastructure components are
developed to support organization-wide use
of data
• Development of systems/applications is
derived from the data/network architecture
• Advantages of this approach:
– Data/information assets are developed from an
organization-wide perspective
– Systems support organizational data needs and
compliment organizational process flows
– Maximum data/information reuse
Copyright 2013 by Data Blueprint
Polling Question #1
• Who or what
department(s) makes the
decision on investing in
data management
initiatives?
A) IT
B) Supported business area
C) IT and the supported
business area together
D) Office of Chief Data
Officer or Enterprise Data
Office/Equivalent
32
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
33
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
34
Copyright 2013 by Data Blueprint
Monitization: Time & Leave Tracking
35
At Least 300 employees are
spending 15 minutes/week
tracking leave/time
Copyright 2013 by Data Blueprint
36
Capture Cost of Labor/Category
District-L (as an example) Leave Tracking Time Accounting
Employees 73 50
Number of documents 1000 2040
Timesheet/employee 13.70 40.8
Time spent 0.08 0.25
Hourly Cost $6.92 $6.92
Additive Rate $11.23 $11.23
Semi-monthly cost per
timekeeper
$12.31 $114.56
Total semi-monthly
timekeeper cost
$898.49 $5,727.89
Annual cost $21,563.83 $137,469.40
Copyright 2013 by Data Blueprint
37
Compute Labor Costs
• Range $192,000 - $159,000/month
• $100,000 Salem
• $159,000 Lynchburg
• $100,000 Richmond
• $100,000 Suffolk
• $150,000 Fredericksburg
• $100,000 Staunton
• $100,000 NOVA
• $800,000/month or $9,600,000/annually
• Awareness of the cost of things considered overhead
Copyright 2013 by Data Blueprint
38
Annual Organizational Totals
Copyright 2013 by Data Blueprint
International Chemical Company Engine Testing
39
• $1billion (+) chemical
company
• Develops/manufactures
additives enhancing the
performance of oils and
fuels ...
• ... to enhance engine/
machine performance
– Helps fuels burn cleaner
– Engines run smoother
– Machines last longer
• Tens of thousands of
tests annually
– Test costs range up to
$250,000!
Copyright 2013 by Data Blueprint
40
1. Manual transfer of digital data
2. Manual file movement/duplication
3. Manual data manipulation
4. Disparate synonym reconciliation
5. Tribal knowledge requirements
6. Non-sustainable technology
Copyright 2013 by Data Blueprint
Data Integration Solution
• Integrated the existing systems to
easily search on and find similar or
identical tests
• Results:
– Reduced expenses
– Improved competitive edge
and customer service
– Time savings and improve operational
capabilities
• According to our client’s internal
business case development, they
expect to realize a $25 million gain
each year thanks to this data
integration
41
Copyright 2013 by Data Blueprint
Vocabulary is Important-Tank, Tanks, Tankers, Tanked
42
Copyright 2013 by Data Blueprint
How one inventory item proliferates data throughout the chain
43
555 Subassemblies & subcomponents
17,659 Repair parts or Consumables
System 1:
18,214 Total items
75 Attributes/ item
1,366,050 Total attributes
System 2
47 Total items
15+ Attributes/item
720 Total attributes
System 3
16,594 Total items
73 Attributes/item
1,211,362 Total attributes
System 4
8,535 Total items
16 Attributes/item
136,560 Total attributes
System 5
15,959 Total items
22 Attributes/item
351,098 Total attributes
Total for the five systems show above:
59,350 Items
179 Unique attributes
3,065,790 values
• National Stock Number (NSN)
Discrepancies
– If NSNs in LUAF, GABF, and RTLS are
not present in the MHIF, these records
cannot be updated in SASSY
– Additional overhead is created to correct
data before performing the real
maintenance of records
• Serial Number Duplication
– If multiple items are assigned the same
serial number in RTLS, the traceability of
those items is severely impacted
– Approximately $531 million of SAC 3
items have duplicated serial numbers
• On-Hand Quantity Discrepancies
– If the LUAF O/H QTY and number of items serialized in RTLS conflict, there can
be no clear answer as to how many items a unit actually has on-hand
– Approximately $5 billion of equipment does not tie out between the LUAF &
RTLS
Copyright 2013 by Data Blueprint
Business Implications
Copyright 2013 by Data Blueprint
Improving Data Quality during System Migration
45
• Challenge
– Millions of NSN/SKUs
maintained in a catalog
– Key and other data stored in
clear text/comment fields
– Original suggestion was manual
approach to text extraction
– Left the data structuring problem unsolved
• Solution
– Proprietary, improvable text extraction process
– Converted non-tabular data into tabular data
– Saved a minimum of $5 million
– Literally person centuries of work
Unmatched
Items
Ignorable
Items
Items
Matched
Week # (% Total) (% Total) (% Total)
1 31.47% 1.34% N/A
2 21.22% 6.97% N/A
3 20.66% 7.49% N/A
4 32.48% 11.99% 55.53%
… … … …
14 9.02% 22.62% 68.36%
15 9.06% 22.62% 68.33%
16 9.53% 22.62% 67.85%
17 9.50% 22.62% 67.88%
18 7.46% 22.62% 69.92%
Copyright 2013 by Data Blueprint
Determining Diminishing Returns
46
Time needed to review all NSNs once over the life of the project:Time needed to review all NSNs once over the life of the project:
NSNs 2,000,000
Average time to review & cleanse (in minutes) 5
Total Time (in minutes) 10,000,000
Time available per resource over a one year period of time:Time available per resource over a one year period of time:
Work weeks in a year 48
Work days in a week 5
Work hours in a day 7.5
Work minutes in a day 450
Total Work minutes/year 108,000
Person years required to cleanse each NSN once prior to migration:Person years required to cleanse each NSN once prior to migration:
Minutes needed 10,000,000
Minutes available person/year 108,000
Total Person-Years 92.6
Resource Cost to cleanse NSN's prior to migration:Resource Cost to cleanse NSN's prior to migration:
Avg Salary for SME year (not including overhead) $60,000.00
Projected Years Required to Cleanse/Total DLA Person Year Saved 93
Total Cost to Cleanse/Total DLA Savings to Cleanse NSN's: $5.5 million
Copyright 2013 by Data Blueprint
47
Quantitative Benefits
Copyright 2013 by Data Blueprint
Seven Sisters (from British Telecom)
48
Thanks to Dave Evans
http://www.datablueprint.com/thought-leaders/peter-aiken/book-monetizing-data-management/
Copyright 2013 by Data Blueprint
Polling Question #2
• Is it hard to obtain
funding for your data
management projects?
A) Yes, because it is hard to
show value
B) Yes, because we have not
aligned with the business
objectives
C) Yes, because no
precedent has been set
D) No, because we can
clearly demonstrate value
49
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
50
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
51
In one of the more horrifying incidents I've read about, U.S. soldiers and allies were
killed in December 2001 because of a stunningly poor design of a GPS receiver, plus
"human error."
http://www.washingtonpost.com/wp-dyn/articles/A8853-2002Mar23.html
A U.S. Special Forces air controller was calling in GPS positioning from some sort of
battery-powered device. He "had used the GPS receiver to calculate the latitude and
longitude of the Taliban position in minutes and seconds for an airstrike by a Navy F/
A-18."
According to the *Post* story, the bomber crew "required" a "second
calculation in 'degree decimals'" -- why the crew did not have equipment to
perform the minutes-seconds conversion themselves is not explained.
The air controller had recorded the correct value in the GPS receiver when the battery
died. Upon replacing the battery, he called in the degree-decimal position the unit was
showing -- without realizing that the unit is set up to reset to its *own* position when
the battery is replaced. The 2,000-pound bomb landed on his position, killing three
Special Forces soldiers and injuring 20 others.
If the information in this story is accurate, the RISKS involve replacing memory
settings with an apparently-valid default value instead of blinking 0 or some other
obviously-wrong display; not having a backup battery to hold values in memory during
battery replacement; not equipping users to translate one coordinate system to
another; and using a device with such flaws in a combat situation
Copyright 2013 by Data Blueprint
Friendly
Fire deaths
traced to
Dead
Battery
52
Suicide Mitigation
Copyright 2013 by Data Blueprint
53
Suicide MitigationData Mapping
12
Mental
illness
Deploy
ments
Work
History
Soldier Legal
Issues
Abuse
Suicide
Analysis
FAPDMSS G1 DMDC CID
Data objects
complete?
All sources
identified?
Best source for
each object?
How reconcile
differences
between
sources?
MDR
Copyright 2013 by Data Blueprint
54
Copyright 2013 by Data Blueprint
Senior Army Official
• A very heavy dose of
management support
• Any questions as to future
data ownership, "they should make an
appointment to speak directly with me!"
• Empower the team
– The conversation turned from "can this be done?" to
"how are we going to accomplish this?"
– Mistakes along the way would be tolerated
– Implement a workable solution in prototype form
55
Copyright 2013 by Data Blueprint
Communication Patterns
56
Source: The Challenge and the Promise: Strengthening the Force, Preventing Suicide and Saving Lives - The Final Report of the Department
of Defense Task Force on the Prevention of Suicide by Members of the Armed Forces - August 2010
Copyright 2013 by Data Blueprint
Polling Question #3
• What percentage of
your data projects are
successful?
A) All
B) 25%
C) 75%
D) none
57
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
58
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
59
Plaintiff
(Company X)
Defendant
(Company Y)
April
Requests a
recommendation from
ERP Vendor
Responds indicating
"Preferred Specialist"
status
July
Contracts Defendant to
implement ERP and
convert legacy data
Begins
implementation
January
Realizes a key milestone
has been missed
Stammers an
explanation of "bad"
data
July
Slows then stops
Defendant invoice
payments
Removes project team
Files arbitration request
as governed by contract
with Defendant
Copyright 2013 by Data Blueprint
Messy Sequencing Towards Arbitration
60
Copyright 2013 by Data Blueprint
Points of Contention
• Who owned the
risks?
• Who was the project
manager?
• Was the data of poor
quality?
• Did the contractor
(Company Y)
exercise due
diligence?
• Was their
methodology
adequate?
• Were required
standards of care
followed and
were the work
products of required
quality?
61
Copyright 2013 by Data Blueprint
Expert Reports
Ours provided evidence that :
1. Company Y's conversion code introduced
errors into the data
2. Some data that Company Y converted was of
measurably lower quality than the quality of the data
before the conversion
3. Company Y caused harm by not performing an
analysis of the Company X's legacy systems and that
that the required analysis was not a part of any project
plan used by Company Y
4. Company Y caused harm by withholding specific
information relating to the perception of the on-site
consultants' views on potential project success
Expert
Report
62
Copyright 2013 by Data Blueprint
FBI & Canadian Social Security Gender Codes
1. Male
2. Female
3. Formerly male now female
4. Formerly female now male
5. Uncertain
6. Won't tell
7. Doesn't know
8. Male soon to be female
9. Female soon to be male
If column 1 in
source = "m"
• then set
value of
target data
to "male"
• else set
value of
target data
to "female"
51
Copyright 2013 by Data Blueprint
The defendant knew to
prevent duplicate SSNs
!************************************************************************
! Procedure Name: 230-Assign-PS-Emplid
!
! Description : This procedure generates a PeopleSoft Employee ID
! (Emplid) by incrementing the last Emplid processed by 1
! First it checks if the applicant/employee exists on
! the PeopleSoft database using the SSN.
!
!************************************************************************
Begin-Procedure 230-Assign-PS-Emplid
move 'N' to $found_in_PS !DAR 01/14/04
move 'N' to $found_on_XXX !DAR 01/14/04
BEGIN-SELECT -Db'DSN=HR83PRD;UID=PS_DEV;PWD=psdevelopment'
NID.EMPLID
NID.NATIONAL_ID
move 'Y' to $found_in_PS !DAR 01/14/04
move &NID.EMPLID to $ps_emplid
FROM PS_PERS_NID NID
!WHERE NID.NATIONAL_ID = $ps_ssn
WHERE NID.AJ_APPL_ID = $applicant_id
END-SELECT
if $found_in_PS = 'N' !DAR 01/14/04
do 231-Check-XXX-for-Empl !DAR 01/14/04
if $found_on_XXX = 'N' !DAR 01/14/04
add 1 to #last_emplid
let $last_emplid = to_char(#last_emplid)
let $last_emplid = lpad($last_emplid,6,'0')
let $ps_emplid = 'AJ' || $last_emplid
end-if
end-if !DAR 01/14/04
End-Procedure 230-Assign-PS-Emplid
AJHR0213_CAN_UPDATE.SQR
The exclamation point
prevents this line from
looking for duplicates, so
no check is made for a
duplicate SSN/National
ID
Legacy systems business
rules allowed employees to
have more than one
AJ_APPL_ID.
64
Copyright 2013 by Data Blueprint
65
Copyright 2013 by Data Blueprint
Identified & Quantified Risks
66
Copyright 2013 by Data Blueprint
Risk Response
“Risk response development involves defining enhancement steps
for opportunities and threats.”
Page 119, Duncan, W., A Guide to the Project Management Body of Knowledge, PMI, 1996
"The go-live date may need to
be extended due to certain
critical path deliverables not
being met. This extension will
require additional tasks and
resources. The decision of
whether or not to extend the
go-live date should be made by
Monday, November 3, 20XX so
that resources can be allocated
to the additional tasks."
Tasks Hours
New Year Conversion 120
Tax and payroll balance conversion 120
General Ledger conversion 80
Total 320
Resource Hours
G/L Consultant 40
Project Manager 40
Recievables Consultant 40
HRMS Technical Consultant 40
Technical Lead Consultant 40
HRMS Consultant 40
Financials Technical Consultant 40
Total 280
Delay Weekly Resources Weeks Tasks Cumulative
January (5 weeks) 280 5 320 1720
February (4 weeks) 280 4 1120
Total 2840
67
Process Planning Area Company YCompany Y Company X Lead
Methodology Demonstrated
Scope Planning √ √
Scope Definition √ √
Activity Definition √
Activity Sequencing √
Activity Duration Estimation √
Schedule Development √
Resource Planning √ √
Cost Estimating √
Cost Budgeting √
Project Plan Development ?
Quality Planning ? ?
Communication Planning √ √
Risk Identification √ √
Risk Quantification √
Risk Response √ ? ?
Organizational Planning √ √
Staff Acquisition √
Copyright 2013 by Data Blueprint
Project Management Planning
68
Copyright 2013 by Data Blueprint
Inadequate Standard of Care - Tasks without Predecessors
69
Copyright 2013 by Data Blueprint
Inadequate Standard of Care
70
Copyright 2013 by Data Blueprint
Professional & Workmanlike Manner
71
Defendant warrants that the services
it provides hereunder will be
performed in a professional and
workmanlike manner in accordance
with industry standards.
Copyright 2013 by Data Blueprint
The Defense's "Industry Standards"
• Question:
– What are the industry standards that you are referring to?
• Answer:
– There is nothing written or codified, but it is the standards
which are recognized by the consulting firms in our (industry).
• Question:
– I understand from what you told me just a moment ago that
the industry standards that you are referring to here are not
written down anywhere; is that correct?
• Answer:
– That is my understanding.
• Question:
– Have you made an effort to locate these industry standards
and have simply not been able to do so?
• Answer:
– I would not know where to begin to look.
72
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
73
Copyright 2013 by Data Blueprint
1. Data Management Overview
2. Book Motivations
3. Leveraging Data
4. Monetary ROI (6 cases)
5. Non-Monetary ROI (2 cases)
6. Legal Considerations
7. Take Aways and Q&A
Outline
74
Monetizing Data Management
Copyright 2013 by Data Blueprint
75
• State Agency Time & Leave Tracking
– Time and leave tracking
• $1 million USD annually
• International Chemical Company
– Data management: Test results
– $25 million UDS annually
• ERP Implementation
– Transformation of non-tabular data
• $5 million annually
• Person Centuries
• British Telecom Project Rollout
– £250 (small investment)
• Non-Monetary Examples
– Friendly Fire
– Suicide Mitigation
• Legal
– ERP Implementation Legal Case
• $ 5,355,450 CAN damages/penalties
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
Copyright 2013 by Data Blueprint
Upcoming Events
76
July Webinar:
Designing and Managing Data Structure
July 8, 2014 @ 2:00 PM – 3:30 PM ET
(11:00 AM-12:30 PM PT)
Sign up here:
• www.datablueprint.com/webinar-schedule
• www.Dataversity.net
Brought to you by:

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Data-Ed Online: Monetizing Data Management

  • 1. Copyright 2013 by Data Blueprint Show Me The Money: Monetizing Data Management Failure to successfully monetize data management investments sets up an unfortunate loop of fixing symptoms without addressing the underlying problems. As organizations begin to understand poor data management practices as the root causes of many of their business problems, they become more willing to make the required investments in our profession. This presentation uses specific examples to illustrate the costs of poor data management and how it impacts business objectives. Join us and learn how you can better align your data management projects with business objectives to justify funding and gain management approval. Date: June 10, 2014 Time: 2:00 PM ET/11:00 AM PT Presenter: Peter Aiken, Ph.D. 1 PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset. PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.
  • 2. Copyright 2013 by Data Blueprint Get Social With Us! Live Twitter Feed Join the conversation! Follow us: @datablueprint @paiken Ask questions and submit your comments: #dataed 2 Like Us on Facebook www.facebook.com/ datablueprint Post questions and comments Find industry news, insightful content and event updates. Join the Group Data Management & Business Intelligence Ask questions, gain insights and collaborate with fellow data management professionals
  • 3. Show Me The Money Monetizing Data Management Presented by Peter Aiken, Ph.D. PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.
  • 4. Copyright 2013 by Data Blueprint 4 2 • 30+ years of experience in data management • Multiple international awards & recognition • Founder, Data Blueprint (datablueprint.com) • Associate Professor of IS, VCU (vcu.edu) • (Past) President, DAMA Int. (dama.org) • 9 books and dozens of articles • Experienced w/ 500+ data management practices in 20 countries • Multi-year immersions with organizations as diverse as the US DoD, Nokia, Deutsche Bank, Wells Fargo, Walmart, and the Commonwealth of Virginia Peter Aiken, Ph.D.
  • 5. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 5 Tweeting now: #dataed
  • 6. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 6
  • 7. Data Program Coordination Feedback Data Development Copyright 2013 by Data Blueprint Standard Data Data Management is an Integrated System of Five Practice Areas Organizational Strategies Goals Business Data Business Value Application Models & Designs Implementation Direction Guidance 7 Organizational Data Integration Data Stewardship Data Support Operations Data Asset Use Integrated Models Leverage data in organizational activities Data management processes and infrastructure Combining multiple assets to produce extra value Organizational-entity subject area data integration Provide reliable data access Achieve sharing of data within a business area
  • 8. Copyright 2013 by Data Blueprint Five Integrated DM Practices 8 Manage data coherently. Share data across boundaries. Assign responsibilities for data. Engineer data delivery systems. Maintain data availability. Data Program Coordination Data Development Organizational Data Integration Data Stewardship Data Support Operations
  • 10. You can accomplish Advanced Data Practices without becoming proficient in the Basic Data Management Practices however this will: • Take longer • Cost more • Deliver less • Present greater risk Copyright 2013 by Data Blueprint Data Management Practices Hierarchy Basic Data Management Practices Advanced Data Practices • MDM • Mining • Big Data • Analytics • Warehousing • SOA 10 Data Program Management Data Stewardship Data Development Data Support Operations Organizational Data Integration
  • 11. Copyright 2013 by Data Blueprint We believe ... • Data is the most powerful, yet underutilized and poorly managed, asset in business today. • Data is your – Sole – Non-depletable – Non-degrading – Durable – Strategic • Asset • Our mission is to unlock business value by – Strengthening your data management capabilities – Providing tailored solutions, and – Building lasting partnerships. 11
  • 12. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 12
  • 13. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 13
  • 14. Copyright 2013 by Data Blueprint 2013 Monetizing Data Management Survey Results 14
  • 15. Copyright 2013 by Data Blueprint 15 2013 Monetizing Data Management Survey Results
  • 16. Copyright 2013 by Data Blueprint Amazon Reviews 16
  • 17. Copyright 2013 by Data Blueprint One Star Reviews • "My reason for purchasing this book was to learn about how organizations are finding ways to monitize their data assets. By that I mean finding ways to generate income using their data assets or the insights derived from those assets." • "This book title 'Monetizing data management', the reason I purchased this book is to know how to earn the money from organizational data. however this book didn't talk anything about making money through data management." 17 PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.
  • 18. Copyright 2013 by Data Blueprint Five Star Reviews • "A book you can read from cover to cover on an airplane trip or during lunch over a period of days. I'm very big on stories, and the book contains many stories from the authors' experiences on how to valuate data management. It helped me brainstorm on a presentation I was working on to explain the value of our enterprise information management initiative." • "A concise summary of how to put a value on data management in your organization. I would not categorize this book as a "how to" guide - more of a brainstorming book to help someone come up with a value for their hard data management work. Great stories and tangible results!" 18 PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.
  • 19. Copyright 2013 by Data Blueprint Motivation ... • Amazon rank: 1,257,801 • Task: helping our community better articulate the importance of what we do • Until we can meaningfully communicate in monetary or other terms equally important to the C-suite, we will continue to struggle to articulate the value of its role • Today’s business executives – Smart, talented and experienced experts – Executive decision-makers being far removed and insufficiently data knowledgeable – Too many decisions about data have been poor • Four Parts – Unique perspective to the practice of leveraging data – 11 cases where leveraging data has produced positive financial results – Five instance non-monetary outcomes of critical important to the C-suite – Interaction of data management practices and both IT projects and legal responsibilities 19 PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.
  • 20. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 20
  • 21. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 21
  • 22. Copyright 2013 by Data Blueprint Data Data Data Information Fact Meaning Request Strategic Information Use: Prerequisites [Built on definitions from Dan Appleton 1983] Intelligence Strategic Use 1. Each FACT combines with one or more MEANINGS. 2. Each specific FACT and MEANING combination is referred to as a DATUM. 3. An INFORMATION is one or more DATA that are returned in response to a specific REQUEST 4. INFORMATION REUSE is enabled when one FACT is combined with more than one MEANING. 5. INTELLIGENCE is INFORMATION associated with its STRATEGIC USES. 6. DATA/INFORMATION must formally arranged into an ARCHITECTURE. Wisdom & knowledge are often used synonymously Data Data Data Data 22
  • 23. Copyright 2013 by Data Blueprint Leverage is an Engineering Concept 23 • Using proper engineering techniques, a human can lift a bulk that is weighs much more than the human
  • 24. Copyright 2013 by Data Blueprint Data Leverage is an Engineering Concept 24 Organizational Data Organizational Data Managers Technologies Process People • Note: Reducing ROT increases data leverage Less Data ROT ->
  • 25. Copyright 2013 by Data Blueprint Why Is Data Management Important? • Too much data leads directly to wasted productivity – Eighty percent (80%) of organizational data is redundant, obsolete or trivial (ROT) • Underutilized data leads directly to poorly leveraged organizational resources – Manpower – costs associated with labor resources and market share – Money – costs associated with management of financial resources – Methods – costs associated with operational processes and product delivery – Machines – costs associated with hardware, software applications and data to enhance production capability 25
  • 26. Copyright 2013 by Data Blueprint Incorrect Educational Focus • Building new systems – 80% of IT costs are spent rebuilding and evolving existing systems and only 20% of costs are spent building and acquiring new systems – Putting fresh graduates on new projects makes this proposition more ridiculous – Only the most experienced professionals should be allowed to participate in new systems development. • Who is responsible for managing data assets? – Business thinks IT is taking care of it - it is called IT after all? – IT thinks if you can sign on to the system their job is complete • System development practices – Data evolution is separate from, external to and must precede system development life cycle activities! – Data is not a project - it has no distinct beginning and end 26
  • 27. Copyright 2013 by Data Blueprint Evolving Data is Different than Creating New Systems 27 Common Organizational Data (and corresponding data needs requirements) New Organizational Capabilities Systems Development Activities Create Evolve Future State (Version +1) Data evolution is separate from, external to, and precedes system development life cycle activities!
  • 28. Copyright 2013 by Data Blueprint Application-Centric Development Original articulation from Doug Bagley @ Walmart 28 Data/ Information Network/ Infrastructure Systems/ Applications Goals/ Objectives Strategy • In support of strategy, organizations develop specific goals/objectives • The goals/objectives drive the development of specific systems/applications • Development of systems/applications leads to network/infrastructure requirements • Data/information are typically considered after the systems/applications and network/ infrastructure have been articulated • Problems with this approach: – Ensures data is formed to the applications and not around the organizational-wide information requirements – Process are narrowly formed around applications – Very little data reuse is possible
  • 29. Copyright 2013 by Data Blueprint Payroll Application (3rd GL)Payroll Data (database) R& D Applications (researcher supported, no documentation) R & D Data (raw) Mfg. Data (home grown database) Mfg. Applications (contractor supported) Finance Data (indexed) Finance Application (3rd GL, batch system, no source) Marketing Application (4rd GL, query facilities, no reporting, very large) Marketing Data (external database) Personnel App. (20 years old, un-normalized data) Personnel Data (database) 29 Typical System Evolution
  • 30. Einstein Quote Copyright 2013 by Data Blueprint 30 "The significant problems we face cannot be solved at the same level of thinking we were at when we created them." - Albert Einstein
  • 31. Copyright 2013 by Data Blueprint Data-Centric Development Original articulation from Doug Bagley @ Walmart 31 Systems/ Applications Network/ Infrastructure Data/ Information Goals/ Objectives Strategy • In support of strategy, the organization develops specific goals/objectives • The goals/objectives drive the development of specific data/information assets with an eye to organization-wide usage • Network/infrastructure components are developed to support organization-wide use of data • Development of systems/applications is derived from the data/network architecture • Advantages of this approach: – Data/information assets are developed from an organization-wide perspective – Systems support organizational data needs and compliment organizational process flows – Maximum data/information reuse
  • 32. Copyright 2013 by Data Blueprint Polling Question #1 • Who or what department(s) makes the decision on investing in data management initiatives? A) IT B) Supported business area C) IT and the supported business area together D) Office of Chief Data Officer or Enterprise Data Office/Equivalent 32
  • 33. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 33
  • 34. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 34
  • 35. Copyright 2013 by Data Blueprint Monitization: Time & Leave Tracking 35 At Least 300 employees are spending 15 minutes/week tracking leave/time
  • 36. Copyright 2013 by Data Blueprint 36 Capture Cost of Labor/Category
  • 37. District-L (as an example) Leave Tracking Time Accounting Employees 73 50 Number of documents 1000 2040 Timesheet/employee 13.70 40.8 Time spent 0.08 0.25 Hourly Cost $6.92 $6.92 Additive Rate $11.23 $11.23 Semi-monthly cost per timekeeper $12.31 $114.56 Total semi-monthly timekeeper cost $898.49 $5,727.89 Annual cost $21,563.83 $137,469.40 Copyright 2013 by Data Blueprint 37 Compute Labor Costs
  • 38. • Range $192,000 - $159,000/month • $100,000 Salem • $159,000 Lynchburg • $100,000 Richmond • $100,000 Suffolk • $150,000 Fredericksburg • $100,000 Staunton • $100,000 NOVA • $800,000/month or $9,600,000/annually • Awareness of the cost of things considered overhead Copyright 2013 by Data Blueprint 38 Annual Organizational Totals
  • 39. Copyright 2013 by Data Blueprint International Chemical Company Engine Testing 39 • $1billion (+) chemical company • Develops/manufactures additives enhancing the performance of oils and fuels ... • ... to enhance engine/ machine performance – Helps fuels burn cleaner – Engines run smoother – Machines last longer • Tens of thousands of tests annually – Test costs range up to $250,000!
  • 40. Copyright 2013 by Data Blueprint 40 1. Manual transfer of digital data 2. Manual file movement/duplication 3. Manual data manipulation 4. Disparate synonym reconciliation 5. Tribal knowledge requirements 6. Non-sustainable technology
  • 41. Copyright 2013 by Data Blueprint Data Integration Solution • Integrated the existing systems to easily search on and find similar or identical tests • Results: – Reduced expenses – Improved competitive edge and customer service – Time savings and improve operational capabilities • According to our client’s internal business case development, they expect to realize a $25 million gain each year thanks to this data integration 41
  • 42. Copyright 2013 by Data Blueprint Vocabulary is Important-Tank, Tanks, Tankers, Tanked 42
  • 43. Copyright 2013 by Data Blueprint How one inventory item proliferates data throughout the chain 43 555 Subassemblies & subcomponents 17,659 Repair parts or Consumables System 1: 18,214 Total items 75 Attributes/ item 1,366,050 Total attributes System 2 47 Total items 15+ Attributes/item 720 Total attributes System 3 16,594 Total items 73 Attributes/item 1,211,362 Total attributes System 4 8,535 Total items 16 Attributes/item 136,560 Total attributes System 5 15,959 Total items 22 Attributes/item 351,098 Total attributes Total for the five systems show above: 59,350 Items 179 Unique attributes 3,065,790 values
  • 44. • National Stock Number (NSN) Discrepancies – If NSNs in LUAF, GABF, and RTLS are not present in the MHIF, these records cannot be updated in SASSY – Additional overhead is created to correct data before performing the real maintenance of records • Serial Number Duplication – If multiple items are assigned the same serial number in RTLS, the traceability of those items is severely impacted – Approximately $531 million of SAC 3 items have duplicated serial numbers • On-Hand Quantity Discrepancies – If the LUAF O/H QTY and number of items serialized in RTLS conflict, there can be no clear answer as to how many items a unit actually has on-hand – Approximately $5 billion of equipment does not tie out between the LUAF & RTLS Copyright 2013 by Data Blueprint Business Implications
  • 45. Copyright 2013 by Data Blueprint Improving Data Quality during System Migration 45 • Challenge – Millions of NSN/SKUs maintained in a catalog – Key and other data stored in clear text/comment fields – Original suggestion was manual approach to text extraction – Left the data structuring problem unsolved • Solution – Proprietary, improvable text extraction process – Converted non-tabular data into tabular data – Saved a minimum of $5 million – Literally person centuries of work
  • 46. Unmatched Items Ignorable Items Items Matched Week # (% Total) (% Total) (% Total) 1 31.47% 1.34% N/A 2 21.22% 6.97% N/A 3 20.66% 7.49% N/A 4 32.48% 11.99% 55.53% … … … … 14 9.02% 22.62% 68.36% 15 9.06% 22.62% 68.33% 16 9.53% 22.62% 67.85% 17 9.50% 22.62% 67.88% 18 7.46% 22.62% 69.92% Copyright 2013 by Data Blueprint Determining Diminishing Returns 46
  • 47. Time needed to review all NSNs once over the life of the project:Time needed to review all NSNs once over the life of the project: NSNs 2,000,000 Average time to review & cleanse (in minutes) 5 Total Time (in minutes) 10,000,000 Time available per resource over a one year period of time:Time available per resource over a one year period of time: Work weeks in a year 48 Work days in a week 5 Work hours in a day 7.5 Work minutes in a day 450 Total Work minutes/year 108,000 Person years required to cleanse each NSN once prior to migration:Person years required to cleanse each NSN once prior to migration: Minutes needed 10,000,000 Minutes available person/year 108,000 Total Person-Years 92.6 Resource Cost to cleanse NSN's prior to migration:Resource Cost to cleanse NSN's prior to migration: Avg Salary for SME year (not including overhead) $60,000.00 Projected Years Required to Cleanse/Total DLA Person Year Saved 93 Total Cost to Cleanse/Total DLA Savings to Cleanse NSN's: $5.5 million Copyright 2013 by Data Blueprint 47 Quantitative Benefits
  • 48. Copyright 2013 by Data Blueprint Seven Sisters (from British Telecom) 48 Thanks to Dave Evans http://www.datablueprint.com/thought-leaders/peter-aiken/book-monetizing-data-management/
  • 49. Copyright 2013 by Data Blueprint Polling Question #2 • Is it hard to obtain funding for your data management projects? A) Yes, because it is hard to show value B) Yes, because we have not aligned with the business objectives C) Yes, because no precedent has been set D) No, because we can clearly demonstrate value 49
  • 50. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 50
  • 51. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 51
  • 52. In one of the more horrifying incidents I've read about, U.S. soldiers and allies were killed in December 2001 because of a stunningly poor design of a GPS receiver, plus "human error." http://www.washingtonpost.com/wp-dyn/articles/A8853-2002Mar23.html A U.S. Special Forces air controller was calling in GPS positioning from some sort of battery-powered device. He "had used the GPS receiver to calculate the latitude and longitude of the Taliban position in minutes and seconds for an airstrike by a Navy F/ A-18." According to the *Post* story, the bomber crew "required" a "second calculation in 'degree decimals'" -- why the crew did not have equipment to perform the minutes-seconds conversion themselves is not explained. The air controller had recorded the correct value in the GPS receiver when the battery died. Upon replacing the battery, he called in the degree-decimal position the unit was showing -- without realizing that the unit is set up to reset to its *own* position when the battery is replaced. The 2,000-pound bomb landed on his position, killing three Special Forces soldiers and injuring 20 others. If the information in this story is accurate, the RISKS involve replacing memory settings with an apparently-valid default value instead of blinking 0 or some other obviously-wrong display; not having a backup battery to hold values in memory during battery replacement; not equipping users to translate one coordinate system to another; and using a device with such flaws in a combat situation Copyright 2013 by Data Blueprint Friendly Fire deaths traced to Dead Battery 52
  • 53. Suicide Mitigation Copyright 2013 by Data Blueprint 53
  • 54. Suicide MitigationData Mapping 12 Mental illness Deploy ments Work History Soldier Legal Issues Abuse Suicide Analysis FAPDMSS G1 DMDC CID Data objects complete? All sources identified? Best source for each object? How reconcile differences between sources? MDR Copyright 2013 by Data Blueprint 54
  • 55. Copyright 2013 by Data Blueprint Senior Army Official • A very heavy dose of management support • Any questions as to future data ownership, "they should make an appointment to speak directly with me!" • Empower the team – The conversation turned from "can this be done?" to "how are we going to accomplish this?" – Mistakes along the way would be tolerated – Implement a workable solution in prototype form 55
  • 56. Copyright 2013 by Data Blueprint Communication Patterns 56 Source: The Challenge and the Promise: Strengthening the Force, Preventing Suicide and Saving Lives - The Final Report of the Department of Defense Task Force on the Prevention of Suicide by Members of the Armed Forces - August 2010
  • 57. Copyright 2013 by Data Blueprint Polling Question #3 • What percentage of your data projects are successful? A) All B) 25% C) 75% D) none 57
  • 58. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 58
  • 59. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 59
  • 60. Plaintiff (Company X) Defendant (Company Y) April Requests a recommendation from ERP Vendor Responds indicating "Preferred Specialist" status July Contracts Defendant to implement ERP and convert legacy data Begins implementation January Realizes a key milestone has been missed Stammers an explanation of "bad" data July Slows then stops Defendant invoice payments Removes project team Files arbitration request as governed by contract with Defendant Copyright 2013 by Data Blueprint Messy Sequencing Towards Arbitration 60
  • 61. Copyright 2013 by Data Blueprint Points of Contention • Who owned the risks? • Who was the project manager? • Was the data of poor quality? • Did the contractor (Company Y) exercise due diligence? • Was their methodology adequate? • Were required standards of care followed and were the work products of required quality? 61
  • 62. Copyright 2013 by Data Blueprint Expert Reports Ours provided evidence that : 1. Company Y's conversion code introduced errors into the data 2. Some data that Company Y converted was of measurably lower quality than the quality of the data before the conversion 3. Company Y caused harm by not performing an analysis of the Company X's legacy systems and that that the required analysis was not a part of any project plan used by Company Y 4. Company Y caused harm by withholding specific information relating to the perception of the on-site consultants' views on potential project success Expert Report 62
  • 63. Copyright 2013 by Data Blueprint FBI & Canadian Social Security Gender Codes 1. Male 2. Female 3. Formerly male now female 4. Formerly female now male 5. Uncertain 6. Won't tell 7. Doesn't know 8. Male soon to be female 9. Female soon to be male If column 1 in source = "m" • then set value of target data to "male" • else set value of target data to "female" 51
  • 64. Copyright 2013 by Data Blueprint The defendant knew to prevent duplicate SSNs !************************************************************************ ! Procedure Name: 230-Assign-PS-Emplid ! ! Description : This procedure generates a PeopleSoft Employee ID ! (Emplid) by incrementing the last Emplid processed by 1 ! First it checks if the applicant/employee exists on ! the PeopleSoft database using the SSN. ! !************************************************************************ Begin-Procedure 230-Assign-PS-Emplid move 'N' to $found_in_PS !DAR 01/14/04 move 'N' to $found_on_XXX !DAR 01/14/04 BEGIN-SELECT -Db'DSN=HR83PRD;UID=PS_DEV;PWD=psdevelopment' NID.EMPLID NID.NATIONAL_ID move 'Y' to $found_in_PS !DAR 01/14/04 move &NID.EMPLID to $ps_emplid FROM PS_PERS_NID NID !WHERE NID.NATIONAL_ID = $ps_ssn WHERE NID.AJ_APPL_ID = $applicant_id END-SELECT if $found_in_PS = 'N' !DAR 01/14/04 do 231-Check-XXX-for-Empl !DAR 01/14/04 if $found_on_XXX = 'N' !DAR 01/14/04 add 1 to #last_emplid let $last_emplid = to_char(#last_emplid) let $last_emplid = lpad($last_emplid,6,'0') let $ps_emplid = 'AJ' || $last_emplid end-if end-if !DAR 01/14/04 End-Procedure 230-Assign-PS-Emplid AJHR0213_CAN_UPDATE.SQR The exclamation point prevents this line from looking for duplicates, so no check is made for a duplicate SSN/National ID Legacy systems business rules allowed employees to have more than one AJ_APPL_ID. 64
  • 65. Copyright 2013 by Data Blueprint 65
  • 66. Copyright 2013 by Data Blueprint Identified & Quantified Risks 66
  • 67. Copyright 2013 by Data Blueprint Risk Response “Risk response development involves defining enhancement steps for opportunities and threats.” Page 119, Duncan, W., A Guide to the Project Management Body of Knowledge, PMI, 1996 "The go-live date may need to be extended due to certain critical path deliverables not being met. This extension will require additional tasks and resources. The decision of whether or not to extend the go-live date should be made by Monday, November 3, 20XX so that resources can be allocated to the additional tasks." Tasks Hours New Year Conversion 120 Tax and payroll balance conversion 120 General Ledger conversion 80 Total 320 Resource Hours G/L Consultant 40 Project Manager 40 Recievables Consultant 40 HRMS Technical Consultant 40 Technical Lead Consultant 40 HRMS Consultant 40 Financials Technical Consultant 40 Total 280 Delay Weekly Resources Weeks Tasks Cumulative January (5 weeks) 280 5 320 1720 February (4 weeks) 280 4 1120 Total 2840 67
  • 68. Process Planning Area Company YCompany Y Company X Lead Methodology Demonstrated Scope Planning √ √ Scope Definition √ √ Activity Definition √ Activity Sequencing √ Activity Duration Estimation √ Schedule Development √ Resource Planning √ √ Cost Estimating √ Cost Budgeting √ Project Plan Development ? Quality Planning ? ? Communication Planning √ √ Risk Identification √ √ Risk Quantification √ Risk Response √ ? ? Organizational Planning √ √ Staff Acquisition √ Copyright 2013 by Data Blueprint Project Management Planning 68
  • 69. Copyright 2013 by Data Blueprint Inadequate Standard of Care - Tasks without Predecessors 69
  • 70. Copyright 2013 by Data Blueprint Inadequate Standard of Care 70
  • 71. Copyright 2013 by Data Blueprint Professional & Workmanlike Manner 71 Defendant warrants that the services it provides hereunder will be performed in a professional and workmanlike manner in accordance with industry standards.
  • 72. Copyright 2013 by Data Blueprint The Defense's "Industry Standards" • Question: – What are the industry standards that you are referring to? • Answer: – There is nothing written or codified, but it is the standards which are recognized by the consulting firms in our (industry). • Question: – I understand from what you told me just a moment ago that the industry standards that you are referring to here are not written down anywhere; is that correct? • Answer: – That is my understanding. • Question: – Have you made an effort to locate these industry standards and have simply not been able to do so? • Answer: – I would not know where to begin to look. 72
  • 73. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 73
  • 74. Copyright 2013 by Data Blueprint 1. Data Management Overview 2. Book Motivations 3. Leveraging Data 4. Monetary ROI (6 cases) 5. Non-Monetary ROI (2 cases) 6. Legal Considerations 7. Take Aways and Q&A Outline 74
  • 75. Monetizing Data Management Copyright 2013 by Data Blueprint 75 • State Agency Time & Leave Tracking – Time and leave tracking • $1 million USD annually • International Chemical Company – Data management: Test results – $25 million UDS annually • ERP Implementation – Transformation of non-tabular data • $5 million annually • Person Centuries • British Telecom Project Rollout – £250 (small investment) • Non-Monetary Examples – Friendly Fire – Suicide Mitigation • Legal – ERP Implementation Legal Case • $ 5,355,450 CAN damages/penalties PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.
  • 76. Copyright 2013 by Data Blueprint Upcoming Events 76 July Webinar: Designing and Managing Data Structure July 8, 2014 @ 2:00 PM – 3:30 PM ET (11:00 AM-12:30 PM PT) Sign up here: • www.datablueprint.com/webinar-schedule • www.Dataversity.net Brought to you by: