Mario Faria
1
Increasing Your Business
Data & Analytics Maturity
Mario Faria and Luisa Recalcati
July 10th, 2014
Mario Faria
2
The Presenters
Mario is one of the first Chief Data Officers in the world,
leading teams focused in Data Monetization, Data Quality, Data
Governance, Operations, Architecture and Analytics. Currently
he is the head of CDO, Inc, advising companies to cross the
"data & analytics chasm".
Luisa is a technology executive with proven
success directing high profile programs.
Experienced in Data Management and Enterprise
Architecture, CRM, and Advanced Metadata
Repository. She joined Microsoft in 2007 and
currently works in the Microsoft IT department as
an Enterprise Architect.
Mario Faria
3
Increasing Your Business
Data & Analytics Maturity
Mario Faria
mario.faria@cdo-inc.com
@mariofaria
http://www.cdo-inc.com/
Mario Faria
4
Mario Faria
5
“The balance of power in the 21st
century is influenced by the ability
to leverage information assets” –
Gwen Thomas, CEO of The Data
Governance Institute
Mario Faria
6
Mario Faria
7
Jim Moran,
10 days in
1947
Mario Faria
8
Data & Analytics Goals
•  Explain the past
•  Predict the future
Mario Faria
9
Data & Analytics is about
•  People
•  Technology
•  Processes
•  Modeling
•  Analytics
•  Communication
•  Decisions
•  Actions
A data-driven culture is a disruptive factor for
entire industries
Enabling	
  Culture	
  
Change	
  and	
  Becoming	
  
a	
  Data	
  Driven	
  
Organiza8on	
  
How	
  to	
  promote	
  
Business	
  Maturity	
  
through	
  Data	
  &	
  
Analy8cs	
  ?	
  
Mario Faria
12
Is it possible to promote Business Maturity using
Analytics, or is it the other way around?
•  Your company must have some Business Maturity to take a step and
start using Analytics.
•  When you if take the path of using the right people, good technology,
proven methodologies and changing the current processes, you will gain
more Business Maturity.
•  After you have gained more Business Maturity, naturally you will start to
evolve to more complex Analytics usage
•  It is a self-promoting system following exactly the Deming PDCA method
Mario Faria
13
A data & analytics team is
responsible for transforming
data assets into competitive
insights, that will drive
business decisions and
actions, using people,
processes and technologies
Mario Faria
14
Managing Data & Analytics Teams
•  Focus on the execution
•  Well-defined and realistic
scope
•  Put all activities on the
schedule
•  Budget control
 
Data	
  &	
  Analy8cs	
  is	
  quite	
  easy	
  	
  
	
  
Changing	
  behavior	
  and	
  culture	
  
is	
  extremely	
  hard	
  to	
  achieve	
  
 
Is	
  your	
  
organiza8on	
  
ready	
  to	
  
change	
  ?	
  
 
Accessing	
  the	
  data	
  maturity	
  
level	
  of	
  your	
  organiza8on	
  
Sample - Data Management Maturity Summary
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
Data Management Strategy
Communications
Data Management Function
Funding Model
Business Case
Governance Management
Business Glossary
Metadata Management
Data Requirements
Data Lifecycle Management
Provider Management
Architectural Approach
Architectural StandardsData Management Platform
Data Integration
Historical Data
Data Quality Strategy
Data Profiling
Data Quality Assessment
Data Cleansing
Configuration Management
Measurement and Analysis
Process Management
Process Quality Assurance
Risk Management
Data Strategy Data Operations Data Platform Data Governance Data Quality Supporting Processes
Implemen8ng	
  the	
  change	
  
Strategic
Enterprise
Architecture
Microso'	
  IT	
  Data	
  Management	
  Maturity	
  
	
  
	
  
Data	
  to	
  match	
  the	
  business	
  velocity	
  and	
  accelerate	
  the	
  organiza:on’s	
  
evolu:on	
  towards	
  Real-­‐Time	
  Enterprise!	
  
	
  
Luisa Recalcati
Enterprise Architect
9/4/2013
Strategic Enterprise
Architecture
§  Microsoft IT Transformation to Real-Time
§  The Microsoft IT Landscape
§  Integrated Data Management (IDM) Initiative
§  IDM Goals and Objectives
§  IDM Results and Recommendations
§  Recommendations and Implementation
[ 21 ]
Agenda
Strategic Enterprise
Architecture
Business Processes
People
Information
Technology
[ 22 ]
The Real Time Enterprise
Processes achieve business
results
People make decisions
Technology speeds the delivery
of information
Decisions are driven by
Information
Virtually everything in business today is an undifferentiated
commodity, except how a company manages its information.
How you manage information determines whether you win or
lose.
– Bill Gates
Strategic Enterprise
Architecture[ 23 ]
The Microsoft IT Landscape
Enterprise First & Best Program
	
  	
  
	
  
Strategic Enterprise
Architecture[ 24 ]
Microsoft IT Transformation and Data Management (IDM)
Matching the Business Velocity
Enable a fast and consistent view of service, product and
operational data across the business
ü  Generate Integrated Data Management Capability Strategy
ü  Design Integrated Data Management Operating Model,
Standards, & Tools
ü  Drive Integrated Adoption and Measure Impact
[ 25 ]
Establishing a Common Data Management
Language
CMMI Data Management Maturity Model
Strategic Enterprise
Architecture[ 26 ]
Timeline for Integrated Data Management Project
In partnership with the CMMI Institute
Internal and external assessments leveraged our subject matter experts
while providing an objective, outside-in view
DMM Available
Internal Assessment
Assessment Validation
Internal
Recommendations
CMMI Assessment
CMMI
Recommendations
Capability Enablement Plan
CMMI/Microsoft IT
July 2012 Sept-Dec 2012 Nov. 2012 Jan-Mar 2013 Mar-Apr 2013 May 2013
Strategic Enterprise
Architecture
Performed	
  
Managed	
  
Defined	
  
Measured	
  
Op:mized	
  
Level
1
Ad-hoc processes. Emphasis on data repair . Transitory improvements.
Formalized processes. Infrastructure supports at business
unit level. Clearly defined roles and responsibilities.
Established processes, improved over time. Tailored
to meet specific needs predictably and consistently.
Established metrics. Variance management across the
process lifecycle.
Processes are improved on a continuous basis and
advocated at the executive management level.
Level
2
Level
3
Level
4
Level
5
[ 27 ]
Maturity Levels Related to Real Time Data
Batch
Enabling Capabilities
Real –Time
Competitive Advantage
Velocity
Operational
Effectiveness
Strategic Enterprise
Architecture[ 28 ]
Success of the Assessment Through Collaboration
Business and IT Cross-Functional Team
ü  Business priorities
ü  Pain points
ü  26 CMMI Institute
Recommendations 	
  
Operations
Sales,
Marketing,
Services
Microsoft IT
Business
Units
Strategic Enterprise
Architecture
Data
Management
Operations 	
  
Platform &
Architecture 	
  
Data
Quality	
  
Data
Governance	
  
Data	
  
Management	
  
Strategy	
  
[ 29 ]
CMMI Assessment Recommendations
•  Unified effort to maximize data
sharing and quality
•  Monitor and measure adherence
to data standards
•  Top-down approach to
prioritization
•  Up-stream error prevention
•  Common Data Definitions
•  Leverage best practices for
data archival and retention
•  Maximize shared services
utilization
•  Map key business processes
to data
•  Leverage Meta Data
repository
•  Integrate data governance
structures
•  Prioritize policies, processes,
standards, to support corporate
initiatives
Strategic Enterprise
Architecture[ 30 ]
Accelerating Data Management at Microsoft
Create Enterprise Data Management
Board
Scorecard Data Management
Capability improvements
Enterprise-wide Data Management
Program and Strategy
Prioritize Data Management
initiatives in alignment with the
business priorities.
Reduce cost of Data Repair and
invest in Quality at the source
Audit Data Quality for a small but
critical data set across multiple data
stores
Strategies Expected Results
Build on Strengths!
Strategic Enterprise
Architecture[ 31 ]
Capability Enablement Plan
Strategy
Quality
Implementation
Governance
Shared Vision focused on
core data that meets
business objectives
Redesign and implement
Business Process with standard
data controls
Baseline core data quality in
terms of business value
Data Governance Structure
for Core Data
Strategic Enterprise
Architecture[ 32 ]
Data Management Board – Unifying Governance
Capability
Management
Steer Co
Business
Enablement
Steer Co
Enterprise
Data Model
Steer Co
Data Quality
Steer Co
Data Management Board
EDM Governance &
Management
Enhancement DM
Capabilities
Operational Data Issues
& Data Certification
Business Demand,
Strategy, and Issues
Aligning IT to Business Strategy requires
coordinated processes through tiers of IT governance
scope
Collaboration
Strategic Enterprise
Architecture
§  In the world of Devices and Services, Data Management is a pillar of effectiveness
§  DMM is a key framework tool to facilitate the Real-Time Data Management journey
§  Active participation of cross-functional teams from Business and IT is key for success
§  Employee education on the importance of data and the impact of data management is a
good investment
§  Build on Strengths!
[ 33 ]
Key Lessons
Microso'	
  IT	
  Annual	
  Report	
  may	
  be	
  found	
  at:	
  	
  	
  
	
  
hIp://wwwppe/enterprise/microso'-­‐it/reports-­‐2014/
data/default.html?page=1#Sid=PJbKXa0iTv9	
  
	
  
Strategic
Enterprise
Architecture
Thank you
[ 34 ]
Luisar@Microso'.com	
  
The debate
Increasing Your Business Data & Analytics Maturity
Increasing Your Business Data & Analytics Maturity

Increasing Your Business Data & Analytics Maturity

  • 1.
    Mario Faria 1 Increasing YourBusiness Data & Analytics Maturity Mario Faria and Luisa Recalcati July 10th, 2014
  • 2.
    Mario Faria 2 The Presenters Mariois one of the first Chief Data Officers in the world, leading teams focused in Data Monetization, Data Quality, Data Governance, Operations, Architecture and Analytics. Currently he is the head of CDO, Inc, advising companies to cross the "data & analytics chasm". Luisa is a technology executive with proven success directing high profile programs. Experienced in Data Management and Enterprise Architecture, CRM, and Advanced Metadata Repository. She joined Microsoft in 2007 and currently works in the Microsoft IT department as an Enterprise Architect.
  • 3.
    Mario Faria 3 Increasing YourBusiness Data & Analytics Maturity Mario Faria mario.faria@cdo-inc.com @mariofaria http://www.cdo-inc.com/
  • 4.
  • 5.
    Mario Faria 5 “The balanceof power in the 21st century is influenced by the ability to leverage information assets” – Gwen Thomas, CEO of The Data Governance Institute
  • 6.
  • 7.
  • 8.
    Mario Faria 8 Data &Analytics Goals •  Explain the past •  Predict the future
  • 9.
    Mario Faria 9 Data &Analytics is about •  People •  Technology •  Processes •  Modeling •  Analytics •  Communication •  Decisions •  Actions A data-driven culture is a disruptive factor for entire industries
  • 10.
    Enabling  Culture   Change  and  Becoming   a  Data  Driven   Organiza8on  
  • 11.
    How  to  promote   Business  Maturity   through  Data  &   Analy8cs  ?  
  • 12.
    Mario Faria 12 Is itpossible to promote Business Maturity using Analytics, or is it the other way around? •  Your company must have some Business Maturity to take a step and start using Analytics. •  When you if take the path of using the right people, good technology, proven methodologies and changing the current processes, you will gain more Business Maturity. •  After you have gained more Business Maturity, naturally you will start to evolve to more complex Analytics usage •  It is a self-promoting system following exactly the Deming PDCA method
  • 13.
    Mario Faria 13 A data& analytics team is responsible for transforming data assets into competitive insights, that will drive business decisions and actions, using people, processes and technologies
  • 14.
    Mario Faria 14 Managing Data& Analytics Teams •  Focus on the execution •  Well-defined and realistic scope •  Put all activities on the schedule •  Budget control
  • 15.
      Data  &  Analy8cs  is  quite  easy       Changing  behavior  and  culture   is  extremely  hard  to  achieve  
  • 16.
      Is  your   organiza8on   ready  to   change  ?  
  • 17.
      Accessing  the  data  maturity   level  of  your  organiza8on  
  • 18.
    Sample - DataManagement Maturity Summary 0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 Data Management Strategy Communications Data Management Function Funding Model Business Case Governance Management Business Glossary Metadata Management Data Requirements Data Lifecycle Management Provider Management Architectural Approach Architectural StandardsData Management Platform Data Integration Historical Data Data Quality Strategy Data Profiling Data Quality Assessment Data Cleansing Configuration Management Measurement and Analysis Process Management Process Quality Assurance Risk Management Data Strategy Data Operations Data Platform Data Governance Data Quality Supporting Processes
  • 19.
  • 20.
    Strategic Enterprise Architecture Microso'  IT  Data  Management  Maturity       Data  to  match  the  business  velocity  and  accelerate  the  organiza:on’s   evolu:on  towards  Real-­‐Time  Enterprise!     Luisa Recalcati Enterprise Architect 9/4/2013
  • 21.
    Strategic Enterprise Architecture §  MicrosoftIT Transformation to Real-Time §  The Microsoft IT Landscape §  Integrated Data Management (IDM) Initiative §  IDM Goals and Objectives §  IDM Results and Recommendations §  Recommendations and Implementation [ 21 ] Agenda
  • 22.
    Strategic Enterprise Architecture Business Processes People Information Technology [22 ] The Real Time Enterprise Processes achieve business results People make decisions Technology speeds the delivery of information Decisions are driven by Information Virtually everything in business today is an undifferentiated commodity, except how a company manages its information. How you manage information determines whether you win or lose. – Bill Gates
  • 23.
    Strategic Enterprise Architecture[ 23] The Microsoft IT Landscape Enterprise First & Best Program      
  • 24.
    Strategic Enterprise Architecture[ 24] Microsoft IT Transformation and Data Management (IDM) Matching the Business Velocity Enable a fast and consistent view of service, product and operational data across the business ü  Generate Integrated Data Management Capability Strategy ü  Design Integrated Data Management Operating Model, Standards, & Tools ü  Drive Integrated Adoption and Measure Impact
  • 25.
    [ 25 ] Establishinga Common Data Management Language CMMI Data Management Maturity Model
  • 26.
    Strategic Enterprise Architecture[ 26] Timeline for Integrated Data Management Project In partnership with the CMMI Institute Internal and external assessments leveraged our subject matter experts while providing an objective, outside-in view DMM Available Internal Assessment Assessment Validation Internal Recommendations CMMI Assessment CMMI Recommendations Capability Enablement Plan CMMI/Microsoft IT July 2012 Sept-Dec 2012 Nov. 2012 Jan-Mar 2013 Mar-Apr 2013 May 2013
  • 27.
    Strategic Enterprise Architecture Performed   Managed   Defined   Measured   Op:mized   Level 1 Ad-hoc processes. Emphasis on data repair . Transitory improvements. Formalized processes. Infrastructure supports at business unit level. Clearly defined roles and responsibilities. Established processes, improved over time. Tailored to meet specific needs predictably and consistently. Established metrics. Variance management across the process lifecycle. Processes are improved on a continuous basis and advocated at the executive management level. Level 2 Level 3 Level 4 Level 5 [ 27 ] Maturity Levels Related to Real Time Data Batch Enabling Capabilities Real –Time Competitive Advantage Velocity Operational Effectiveness
  • 28.
    Strategic Enterprise Architecture[ 28] Success of the Assessment Through Collaboration Business and IT Cross-Functional Team ü  Business priorities ü  Pain points ü  26 CMMI Institute Recommendations   Operations Sales, Marketing, Services Microsoft IT Business Units
  • 29.
    Strategic Enterprise Architecture Data Management Operations   Platform & Architecture   Data Quality   Data Governance   Data   Management   Strategy   [ 29 ] CMMI Assessment Recommendations •  Unified effort to maximize data sharing and quality •  Monitor and measure adherence to data standards •  Top-down approach to prioritization •  Up-stream error prevention •  Common Data Definitions •  Leverage best practices for data archival and retention •  Maximize shared services utilization •  Map key business processes to data •  Leverage Meta Data repository •  Integrate data governance structures •  Prioritize policies, processes, standards, to support corporate initiatives
  • 30.
    Strategic Enterprise Architecture[ 30] Accelerating Data Management at Microsoft Create Enterprise Data Management Board Scorecard Data Management Capability improvements Enterprise-wide Data Management Program and Strategy Prioritize Data Management initiatives in alignment with the business priorities. Reduce cost of Data Repair and invest in Quality at the source Audit Data Quality for a small but critical data set across multiple data stores Strategies Expected Results Build on Strengths!
  • 31.
    Strategic Enterprise Architecture[ 31] Capability Enablement Plan Strategy Quality Implementation Governance Shared Vision focused on core data that meets business objectives Redesign and implement Business Process with standard data controls Baseline core data quality in terms of business value Data Governance Structure for Core Data
  • 32.
    Strategic Enterprise Architecture[ 32] Data Management Board – Unifying Governance Capability Management Steer Co Business Enablement Steer Co Enterprise Data Model Steer Co Data Quality Steer Co Data Management Board EDM Governance & Management Enhancement DM Capabilities Operational Data Issues & Data Certification Business Demand, Strategy, and Issues Aligning IT to Business Strategy requires coordinated processes through tiers of IT governance scope Collaboration
  • 33.
    Strategic Enterprise Architecture §  Inthe world of Devices and Services, Data Management is a pillar of effectiveness §  DMM is a key framework tool to facilitate the Real-Time Data Management journey §  Active participation of cross-functional teams from Business and IT is key for success §  Employee education on the importance of data and the impact of data management is a good investment §  Build on Strengths! [ 33 ] Key Lessons Microso'  IT  Annual  Report  may  be  found  at:         hIp://wwwppe/enterprise/microso'-­‐it/reports-­‐2014/ data/default.html?page=1#Sid=PJbKXa0iTv9    
  • 34.
  • 35.