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Establishing Business Processes for
                            Better Information Management

                            A Case Study from Shell




                         Ken Self
                         Data Manager Strategy and Standards




Copyright of Royal Dutch Shell plc Date 31/08/2011                1
About Shell




Copyright of Royal Dutch Shell plc   September 2011   2
Establishing Business Processes for Better
Information Management

     Implementing an information management process that integrates
     with business processes
     Raising awareness and building skills in information management
     Establishing continuous improvement




Copyright of Royal Dutch Shell plc                        September 2011   3
Agenda


     Background
     Consolidate Data Skills
     Establish a Data Process
     Sustain the Skill Pool




Copyright of Royal Dutch Shell plc   September 2011   4
Where we have been - timeline


2004 Formed a global team in Downstream focussing on master
     data
2005 Data Quality Standards applied
2006 Central data management operations goes live
2007 Automation of quality checking

2008 Data Process established with Group responsibilities
2009 Upstream data operations commence
2010 External benchmarking
2011 Data quality training programme


Copyright of Royal Dutch Shell plc                      September 2011   5
Key Business Processes and related Data Objects


     Asset Integrity
     ? Asset,             equipment, functional location
     Hydrocarbon Inventory Management
     ? Product,                plant, storage location
     Offer to Cash
     ? Customer,                     product, pricing
     Requisition to Pay
     ? Material,                service, vendor, contract
     Well and Reservoir Management
     ? Field,           reservoir, well


Copyright of Royal Dutch Shell plc           Footer: Title may be placed here or disclaimer if   September 2011   6
                                             required. May sit up to two lines in depth.
Agenda


     Background
     Consolidate Data Skills
     Establish a Data Process
     Sustain the Skill Pool




Copyright of Royal Dutch Shell plc   September 2011   7
Consolidate Data Skills - what we did


     Create a data management organisation (2004)
     ? Initially            focussed on data operations (create, update, delete)
     ? Guide    process teams designing business processes on data best
         practices
     Consolidate part-time data workers to full-timers
     ? 5,000             individuals in the business -> 1,000 FTEs
     Document and standardise data management procedures
     ? Consistent                    application of business rules
     ? Standard                  process for all data objects
     Measure data quality and process KPIs



Copyright of Royal Dutch Shell plc                                       September 2011   8
Consolidate Data Skills - value


     Implementing an information management process that integrates
     with business processes
     ? Implement                     an end-to-end data management process
     ? Data            quality requirements defined by business process owners
     Raising awareness and building skills in data management
     ? Communicate                      the need for data governance
     ? Concentrate                    the skill pool
     Establishing continuous improvement
     ? Measure                  data quality and data process performance




Copyright of Royal Dutch Shell plc          Footer: Title may be placed here or disclaimer if   September 2011   9
                                            required. May sit up to two lines in depth.
Agenda


     Background
     Consolidate Data Skills
     Establish a Data Process
     Sustain the Skill Pool




Copyright of Royal Dutch Shell plc   September 2011   10
Establish a Data Process - what we did


     Data recognised as a distinct process (2008)
     ? Alongside                     other process executives and owners
     ? Process                 Executive (VP) and Process Owner for Data
     Responsible for operations, design and business interface
     ? Controls,                 standards, procedures, measurement, reporting
     Establish continuous improvement to data processes
     ? LEAN              Sigma training
     ? Measurement,                      Logging errors
     External benchmarking
     ? Best           practices, Top Quartile


Copyright of Royal Dutch Shell plc                                         September 2011   11
Establish a Data Process - value


     Implementing an information management process that integrates
     with business processes
     ? Data           processes managed end-to-end in one place
     ? Improvements                      driven by business process requirements
     Raising awareness and building skills in information management
     ? Increased                     focus on data as a process
     ? Increased                     need for design skills as well as operational
     Establishing continuous improvement
     ? LEAN              Sigma applied to data processes




Copyright of Royal Dutch Shell plc           Footer: Title may be placed here or disclaimer if   September 2011   12
                                             required. May sit up to two lines in depth.
Agenda


     Background
     Consolidate Data Skills
     Establish a Data Process
     Sustain the Skill Pool




Copyright of Royal Dutch Shell plc   September 2011   13
Sustain the Skill Pool - what we are doing


     Implemented a Data Management training programme (2011)
     ? Reduce                 dependency on vast experience
     Awareness training for everyone
     ? One           hour e-Learning video & case study
     Knowledge training for developing data practitioners
     ? Workshops,                      reading, eLearning, assignments
     ? ~40          hours commitment over 3 months
     Knowledge training for business process managers and data
     workers
     ? "Light"             version of practitioner training - under development
     Skill level training and certification for data professionals
     ? Emphasis                      on practical application through projects
Copyright of Royal Dutch Shell plc                                               September 2011   14

     ? IQCP             certification from IAIDQ
Sustain the Skill Pool - value


     Implementing an information management process that integrates
     with business processes
     ? Increased                     understanding of the needs of our data customers
     Raising awareness and building skills in information management
     ? Training                courses for data workers
     ? Data            awareness training for all
     Establishing continuous improvement
     ? Pipeline                of green belts and black belts with data expertise




Copyright of Royal Dutch Shell plc           Footer: Title may be placed here or disclaimer if   September 2011   15
                                             required. May sit up to two lines in depth.
Recap


     Five key processes
     2004: Created a data organisation to consolidate data skills
     ? Focus              on data management operations
     2008: Created a data process organisation
     ? Focus              on continuous improvement
     2011: Implemented a data management training programme




Copyright of Royal Dutch Shell plc                           September 2011   16
Q&A




      17
Ken self   presentation

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Ken self presentation

  • 1. Establishing Business Processes for Better Information Management A Case Study from Shell Ken Self Data Manager Strategy and Standards Copyright of Royal Dutch Shell plc Date 31/08/2011 1
  • 2. About Shell Copyright of Royal Dutch Shell plc September 2011 2
  • 3. Establishing Business Processes for Better Information Management Implementing an information management process that integrates with business processes Raising awareness and building skills in information management Establishing continuous improvement Copyright of Royal Dutch Shell plc September 2011 3
  • 4. Agenda Background Consolidate Data Skills Establish a Data Process Sustain the Skill Pool Copyright of Royal Dutch Shell plc September 2011 4
  • 5. Where we have been - timeline 2004 Formed a global team in Downstream focussing on master data 2005 Data Quality Standards applied 2006 Central data management operations goes live 2007 Automation of quality checking 2008 Data Process established with Group responsibilities 2009 Upstream data operations commence 2010 External benchmarking 2011 Data quality training programme Copyright of Royal Dutch Shell plc September 2011 5
  • 6. Key Business Processes and related Data Objects Asset Integrity ? Asset, equipment, functional location Hydrocarbon Inventory Management ? Product, plant, storage location Offer to Cash ? Customer, product, pricing Requisition to Pay ? Material, service, vendor, contract Well and Reservoir Management ? Field, reservoir, well Copyright of Royal Dutch Shell plc Footer: Title may be placed here or disclaimer if September 2011 6 required. May sit up to two lines in depth.
  • 7. Agenda Background Consolidate Data Skills Establish a Data Process Sustain the Skill Pool Copyright of Royal Dutch Shell plc September 2011 7
  • 8. Consolidate Data Skills - what we did Create a data management organisation (2004) ? Initially focussed on data operations (create, update, delete) ? Guide process teams designing business processes on data best practices Consolidate part-time data workers to full-timers ? 5,000 individuals in the business -> 1,000 FTEs Document and standardise data management procedures ? Consistent application of business rules ? Standard process for all data objects Measure data quality and process KPIs Copyright of Royal Dutch Shell plc September 2011 8
  • 9. Consolidate Data Skills - value Implementing an information management process that integrates with business processes ? Implement an end-to-end data management process ? Data quality requirements defined by business process owners Raising awareness and building skills in data management ? Communicate the need for data governance ? Concentrate the skill pool Establishing continuous improvement ? Measure data quality and data process performance Copyright of Royal Dutch Shell plc Footer: Title may be placed here or disclaimer if September 2011 9 required. May sit up to two lines in depth.
  • 10. Agenda Background Consolidate Data Skills Establish a Data Process Sustain the Skill Pool Copyright of Royal Dutch Shell plc September 2011 10
  • 11. Establish a Data Process - what we did Data recognised as a distinct process (2008) ? Alongside other process executives and owners ? Process Executive (VP) and Process Owner for Data Responsible for operations, design and business interface ? Controls, standards, procedures, measurement, reporting Establish continuous improvement to data processes ? LEAN Sigma training ? Measurement, Logging errors External benchmarking ? Best practices, Top Quartile Copyright of Royal Dutch Shell plc September 2011 11
  • 12. Establish a Data Process - value Implementing an information management process that integrates with business processes ? Data processes managed end-to-end in one place ? Improvements driven by business process requirements Raising awareness and building skills in information management ? Increased focus on data as a process ? Increased need for design skills as well as operational Establishing continuous improvement ? LEAN Sigma applied to data processes Copyright of Royal Dutch Shell plc Footer: Title may be placed here or disclaimer if September 2011 12 required. May sit up to two lines in depth.
  • 13. Agenda Background Consolidate Data Skills Establish a Data Process Sustain the Skill Pool Copyright of Royal Dutch Shell plc September 2011 13
  • 14. Sustain the Skill Pool - what we are doing Implemented a Data Management training programme (2011) ? Reduce dependency on vast experience Awareness training for everyone ? One hour e-Learning video & case study Knowledge training for developing data practitioners ? Workshops, reading, eLearning, assignments ? ~40 hours commitment over 3 months Knowledge training for business process managers and data workers ? "Light" version of practitioner training - under development Skill level training and certification for data professionals ? Emphasis on practical application through projects Copyright of Royal Dutch Shell plc September 2011 14 ? IQCP certification from IAIDQ
  • 15. Sustain the Skill Pool - value Implementing an information management process that integrates with business processes ? Increased understanding of the needs of our data customers Raising awareness and building skills in information management ? Training courses for data workers ? Data awareness training for all Establishing continuous improvement ? Pipeline of green belts and black belts with data expertise Copyright of Royal Dutch Shell plc Footer: Title may be placed here or disclaimer if September 2011 15 required. May sit up to two lines in depth.
  • 16. Recap Five key processes 2004: Created a data organisation to consolidate data skills ? Focus on data management operations 2008: Created a data process organisation ? Focus on continuous improvement 2011: Implemented a data management training programme Copyright of Royal Dutch Shell plc September 2011 16
  • 17. Q&A 17