First San Francisco Partner's Managing Director, Kelle O'Neal spoke to group of 150+ people at Oracle Open World, October, 2009 about Data Governance and its imperative use of technology to support data quality in large organizations.

1. The First Step in Master Data Management
Data Governance Overview
Kelle O’Neal
Managing Partner
kelle@firstsanfranciscopartners.com

2. Agenda
• What is Data Governance?
• Data Governance Components
• Ensuring Success
pg 2

3. [ What is Data Governance? ]
pg 3

4. Data Governance
Data Governance is the organizing Communication
framework for establishing strategy,
objectives and policy for effectively
managing corporate data. Data
Standards Data
and Strategy
It consists of the processes, policies, Modeling
organization and technologies required
to manage and ensure the availability,
usability, integrity, consistency, audit Data Policies
and Processes
ability and security of your data.
A Data Governance Program consists of the
inter-workings of strategy, standards,
policies and communication.
pg 4

5. Why is Data Governance Important?
• Systems today are more challenging to manage
• Siloed projects lack view of the overall picture
• Traditional projects lack data management focus
• Data quality issues are hidden, persistent
• Data should not be an IT concern alone
• Data is a valuable Corporate Asset
Data governance ensures the right people are
involved in setting data standards, usage and
integration across projects, subject areas and lines
of business
pg 5

6. Common Goals of Data Governance
• Enable improved decision making
• Protect data stakeholders (business) needs
• Adopt common approaches to resolve data issues
• Build standard, repeatable processes
• Reduce cost and increase efficacy
• Ensure transparency
• Standardize data definitions
Make Data a valuable Corporate Asset
pg 6

7. Data Governance Challenges
• Executive commitment
• Identifying data owners
• Master data definitions
• Enterprise-wide focus
• Accountability
• Building momentum
• Responding to changing business environments
• Fit with corporate culture
pg 7

8. Data Governance Benefits
• Increased Productivity
• Improved Compliance
• Increased Data auditability and transparency
• Reduced Costs
• Improved Customer Satisfaction
• Improved Employee Satisfaction
• Organizational Alignment
• Improved Trust and confidence in data
pg 8

9. Data Governance & Master Data Management
An MDM initiative is an
important component of a
Data Governance strategy
You can’t do MDM without
Data Governance
pg 9

10. Comprehensive Data Governance Program
Components
• Vision and Mission
• Training and Awareness
• Alignment with
• Mass – Wiki or Intranet
Corporate Objectives
• Individual Updates
• Operating Model
• Pertinent, specific and
• Implementation Plan
timely
• Maintain interest and
commitment
• Flexibility to change
• Open and common
standards • Standardized methods
• End to End Data and data definitions
security / lineage • Controls
• Data Discovery, • Metadata Management
Cleanse, Match, Maintain
• Metadata Management
• Reporting
• Integration
• Arbiters and Escalation points
• Statistics and Analysis • Stakeholders
• Tracking of progress • Roles and Responsibilities
• Monitoring of issues • Data Stewards
• Continuous Improvement • Decision Rights
• Score-carding • Accountability and Ownership
pg 10

11. Comprehensive Data Governance Program
Components
STRATEGY
• Vision and Mission
• Alignment with
Corporate Objectives
• Operating Model
• Implementation Plan
pg 11

12. Hybrid Data Governance
Operating Model
Client and Account Data
Data Governance Steering Group
Governance
Business Sponsor
Data Governance Leads Group Chair
Risk/
Compliance
International Finance
IT
Operations
Management Office of Data Governance
Data Governance Leads: Business and IT
Project Manager
Data Governance Working Committee
Data Governance Leads Group Chair
Placeholder to create
SME Privacy SME Trust SME Basel SME Risk SME Banking SME IT SME SME
Operations Brokerage
Execution
This is not an organization chart
pg 12

13. Operating Model Beyond Client and
Account Data
Data Governance Business Sponsors
Governance
Team
Client & Account Asset/Product Employee
Data Governance Data Governance Data Governance
Steering Group Steering Group Steering Group
Data Governance Sponsor Data Governance Sponsor Data Governance Sponsor
Group Chair
Group Chair
Group Chair
Management
Office of Data Governance Office of Data Governance Office of Data Governance
Business and IT Business and IT Business and IT
Data Governance Data Governance Data Governance
Working Committee
Working Committee
Working Committee
Execution
Execution
Execution
pg 13

14. Comprehensive Data Governance Program
Components
TECHNOLOGY
• Data discovery, cleanse,
match, maintain
• Metadata management
• Reporting
• Integration
• Flexibility to change
• Open,common standards
• End to End data security
pg 14

15. Data Governance & Technology Together
Governance Technology
Standardized Methods Discovery and Profiling
and Data Definitions Provide Guidance
Cleansing
Roles and Duplicate Detection
Responsibilities Create & Enforce Policies
Data Maintenance and
Decision Rights Management
Track Progress
Measurement and
Arbiters and Escalation
Monitoring
Statistics |Analysis | Provide Feedback Data Sharing
Monitoring
pg 15

16. Ensuring Success
• Operating Model fits the organization
• Align technology approach and business goals
• Support process with targeted metrics, measurement
and monitoring
• Technology to support collaboration and communication
• Executive Sponsorship
• Cross-functional commitment and involvement
pg 16

17. [ Questions? ]
pg 17