1. The workshop agenda covers data governance fundamentals, assessing an organization's data governance maturity using the CCGDG framework, and prioritizing a roadmap for improvement.
2. The Profisee presentation promotes their master data management solution for enabling digital transformation by providing a single view of critical data across systems.
3. Profisee's solution focuses on five key areas: stewardship, matching configuration, adjusting the configuration, operational matching, and workflow management to ensure data quality.
2. Agenda
Housekeeping
Introductions
Data Governance (DG) Workshop
– Fundamentals of DG (Drivers &
Benefits)
– CCGDG Framework; Top 5
Components of An Effective
Data Governance Program
– Competency/Marker Level
Analysis and Scoring
– Prioritization
– Roadmap Creation
Profisee - Enable Your Master Data
Management (MDM) Journey
Q & A
3. Housekeeping
Send questions to Sami.
She will send to Natalie to
review during breaks.
Please mute your line!
We will not force mute.
Links: See chat window Worksheet: See handouts. This session will be
recorded.
If you do not want to be
recorded, please
disconnect at this time.
Please message Sami with any questions, concerns or if you need assistance during this workshop.
5. Natalie Greenwood,
Director of Strategy
Accomplished multi-functional executive with a proven track record of
managing global/regional projects and programs across diverse IT and
business environments. Consistently deliver results and assume
responsibilities with increasing complexity. Recognized as a senior
advisor who utilizes knowledge and insight to create actionable
innovation strategies
Learn more by clicking on the links below:
• https://ccganalytics.com/solutions/data-governance-data-
management
• https://www.linkedin.com/in/nataliegreenwood/
• https://www.youtube.com/watch?v=1xrEiGCKeOc
• https://blog.ccganalytics.com/data-governance-challenges-9-ways-
overcome
6. CCG Analytics
We bring great People together to do extraordinary Things
DATA ANALYTICS STRATEGY
Working with CCG is like working with extended team members. Consultants become an
integral part of the work bringing expertise for cutting edge design and development.
- CIO, HCPS
7. CCGDG: A full spectrum of solutionsRapidDG Accelerator
Gain insight into your organizations need for
data governance and what you can do to
improve your success using this lightweight
framework that delivers an actionable
roadmap to guide your next year of data
governance.
Strategy & Enablement
CCG offers a range of solutions to support your data governance journey, starting with our RapidDG accelerator and
leading into a full spectrum of DG offerings to address your organizations unique challenges.
Data Governance
• Operating Model Definition and Enablement
• Business Case Development
• Communication Planning and Execution
• Budget Planning Support
• Training Material Development and Execution
• Policy Assessment and Gap Analysis
• P&P Authoring Support
• Metadata Tool Selection and Enablement
• Architectural Standards Development and Enablement
• Master Data Management Assessment and Enablement
• Data Integration Management
• Regulatory Compliance Support (GDPR/CCPA)
• Data Quality Program Development and Enablement
CCGDG
9. 2
Assess your organizations DG needs using the proven
CCGDG framework
Develop an actionable plan3
1
Describe what Data Governance is, key drivers, and
benefits1
Workshop
Learning
Objectives
10. Take one minute to write a
short definition of data
governance on your sticky
note.
Defining Data Governance
https://funretro.io/publicboard/XNYLqW3gcNR1B2Wl2Jfv5KpuHiz2/0ee1c93c-91d2-4983-9a6a-2bce1044da18
11. CCGDG Framework
Data Governance is the
organizational approach to
data and information
management, formalized as
policies and procedures
that encompass the full life
cycle of data, including
acquisition, development,
use, and disposal.
12. 1 2 3Inactive
There are some aspects
of DG employed within
the organization, but
there are no enterprise
standards in place(e.g.
the IS team has
developed a data
dictionary).
Key Drivers for Data Governance:
Reactive
The enterprise is responding
to a specific issue or
problem (e.g. data breach or
audit).
The enterprise is facing a
major change or there is a
potential regulatory threat
to the organization (e.g.
GDPR, acquisitions, or
preparing for a public
offering)
Proactive
The enterprise recognizes
the value of data and has
decided to treat data as a
corporate asset (e.g.
recruitment of a CDO,
budgeted DG program,
etc.).
What are your organizational drivers?
Please post in comments section
13. 1 2 3
Benefits of Data Governance
Increase Revenue
– Improve profitability
with better analytics
for improved decision
making
– Increase opportunity
through availability of
information for
business insights and
competitive advantage
Reduce Cost through
Operational
Efficiencies
– Standardized and high
quality information
– Reduce IT costs by
reducing duplicate
work effort or re-work
Minimize Risk
– Reduce regulatory
compliance risk and
improve confidence in
operational and
management decisions
– Provide better insights
into fraud with
improved analytics;
Improve reporting to
regulators and
authorities through
defined data processes
and data management
What benefits will your organization realize?
Please post in comments section
16. We needed to assess faster, deriving actionable insights that could be quickly
implemented with minimal disruption. To achieve this, we needed to develop a
simplified, more targeted framework and methodology.
17. I don’t trust my data
(data quality)
Data architecture is the
wild, wild west
(data architecture)
There is no single way
to request data/reports
(data architecture)
I don’t know how my
metrics are defined
(metadata
management)
I can’t tell you what
source system the data
came from (metadata
management)
I don’t know who has
access to the data (data
security and privacy)
I don’t know who is
responsible for the data
(program management)
We don’t classify or
manage sensitive
(data security and
privacy)
I’m not sure what our
policies and procedures
are for approving data
access (data security
and privacy)
Most Common Challenges/Themes
What are your challenges?
Please post in comments section
19. Architectural Standards
MDM / RDM
Data & Info Sharing
Analytics/Data Science
Retention & Disposition
Classification
Continuity & Recovery
Regulatory Reporting
Access Controls & Auditing
Data Dictionary
Business Glossary
Data Asset Catalog
Data Lineage
Data Standards
Tracking
Data Quality Rules
Assessing
Discovery
Resolving
Monitoring
Org Structure
Strategic Positioning Education & Training
Org Preparedness
Policies & Procedures
CCGDG Marker Level Analysis
20. Org Structure
Strategic Positioning Education & Training
Org Preparedness
Policies & Procedures
Define your
operating
model
https://funretro.io/publicboard/XNYLqW3gcNR1B2Wl2Jfv5KpuHiz2/896123de-d974-4ffe-a625-15da27b9b484
21. Enforced
The enterprise-wide DG
Program is well
established. Adherence is
mandatory for assigned
business units. Business
units rely on the
enterprise for direction.
Shared
Accountability
Governance is centrally
controlled. Adherence is
measured. Continuous
monitoring and program
improvement as the
organization scales.
Emerging
Enterprise-wide DG
Program planning &
requirements gathering
has begun. Business units
are primarily siloed and
making governance
decisions locally.
Sponsored
An enterprise-wide
sponsored DG Program
has been defined. Business
Units are encouraged to
adhere. Adoption in
critical business units
started.
Undisciplined
There is no Enterprise-
wide DG Program or
enterprise support. DG is
not considered a priority
and/or is managed locally
within individual business
units.
1
2
3
4
5
Program Management
Capability Maturity Model: Level 3
Maturity
Capability
Rate yourself!
22. Data Dictionary
Business Glossary
Data Asset Catalog
Data Lineage
Data Standards
What metadata
management
functions do you have
enabled? What are
the highest priority
functions needed
today?
https://funretro.io/publicboard/XNYLqW3gcNR1B2Wl2Jfv5KpuHiz2/896123de-d974-4ffe-a625-15da27b9b484
24. Data architecture is a broad term that refers to the set of
policies, standards, functions, methods, processes, procedures,
tools, and models that govern and define the type of data,
information, and content collected, and how it is used, stored,
managed and integrated within an organization and in and
between its data stores
Data Architecture
MDM / RDM
Data & Info Sharing
Analytics/Data Science
Architectural Standards
Rate your maturity
https://funretro.io/publicboard/XNYLqW3gcNR1B2Wl2Jfv5KpuHiz2/896123de-d974-4ffe-a625-15da27b9b484
27. The practice of ensuring appropriate controls around data to
ensure only a minimally acceptable amount of risk.
Data Security and Privacy
Retention & Disposition
Classification
Continuity & Recovery
Regulatory Reporting
Access Controls & Auditing
What are some of
your security and
privacy requirements
or considerations?
https://funretro.io/publicboard/XNYLqW3gcNR1B2Wl2Jfv5KpuHiz2/896123de-d974-4ffe-a625-15da27b9b484
29. The management of data as an asset with attributes that
degrade and require maintenance, e.g. completeness, accuracy.
Data Quality
Tracking
Data Quality Rules
Assessing
Discovery
Resolving
Monitoring
Do you have a DQ
program? Is It
effective?
https://funretro.io/publicboard/XNYLqW3gcNR1B2Wl2Jfv5KpuHiz2/896123de-d974-4ffe-a625-15da27b9b484
32. 2
Assess your organizations DG needs using the proven
CCGDG framework
Develop an actionable plan3
1
Describe what Data Governance is, key drivers, and
benefits1
Recap on
Learning
Objectives
36. John Rossiter is a 20+ year veteran consultant specializing in Master Data
Management and Data Governance. Starting his career with Ernst & Young,
LLP, John has garnered deep strategy and delivery experience. Joining
Profisee over 6 Years ago, John has been deployed as a Senior Consult
within Profisee’s professional services team and as a Senior Solutions
Engineer as a member of the direct sales team. John has personally been
involved in dozens of successful Profisee implementations.
John Rossiter –
SR Solution Engineer
Ask the audience to put their sticky notes on the board. Arrange sticky notes by DG competency.
Rate yourself.
For CCG internal purposes only:
Data dictionary
Business glossary
Data asset catalog
Data lineage
Data standards
Rate yourself
The CMM rating system for the optimizing functions are on a 3 point scale:
Planning: In discussions, reviewing PM methodology, beginning to understand the ‘need’ for a formal program
Executing: Beginning to roll out standards, etc. according to the published PM methodology
Delivering: The enterprise is following the PM methodology, auditing and measurement are incorporated to ensure compliance and rate effectiveness of the program.
For CCG internal purposes only:
Analytics & data science (maturity of the overall analytic program)
Architectural standards
Enterprise data/information sharing
MDM/RDM
Rate yourself
The CMM rating system for the optimizing functions are on a 3 point scale:
Planning: In discussions, reviewing PM methodology, beginning to understand the ‘need’ for a formal program
Executing: Beginning to roll out standards, etc. according to the published PM methodology
Delivering: The enterprise is following the PM methodology, auditing and measurement are incorporated to ensure compliance and rate effectiveness of the program.
For CCG internal purposes only:
Regulatory data considerations
Data retention and disposition
Policies and procedures
Data usage / disposition / sharing
Adherence / measurement / enforcement
Business continuity
Classification
Rate yourself
The CMM rating system for the optimizing functions are on a 3 point scale:
Planning: In discussions, reviewing PM methodology, beginning to understand the ‘need’ for a formal program
Executing: Beginning to roll out standards, etc. according to the published PM methodology
Delivering: The enterprise is following the PM methodology, auditing and measurement are incorporated to ensure compliance and rate effectiveness of the program.
For CCG internal purposes only:
Assessing
Discovery
Tracking
Resolving
Monitoring
Rate yourself
The CMM rating system for the optimizing functions are on a 3 point scale:
Planning: In discussions, reviewing PM methodology, beginning to understand the ‘need’ for a formal program
Executing: Beginning to roll out standards, etc. according to the published PM methodology
Delivering: The enterprise is following the PM methodology, auditing and measurement are incorporated to ensure compliance and rate effectiveness of the program.
Why ‘Outcome-focused’? – because we recognize that as important a technology as it is, MDM is only a means to an end. We’re not interested in technology for its own sake, we’re interested in helping our customers drive a business outcome.
Getting there will be a journey, but we’re been on this journey before and can help guide the way.
So let’s start with a high level view of why MDM is important
We all know that
Data volumes are exploding!
System complexity is growing exponentially – best of breed applications for each line of business, some in the cloud, some on premises, different regions, division, languages – when you add a new application, it’s incredibly hard to completely retire the old one – lots of complexity and growing fast
Digital Transformation initiatives are growing as fast as the data – everyone knows that data is becoming an asset of the business and should be used to increase revenues, decrease costs, reduce risk, and increase agility
So at the macro level we can all agree where things are going, but it’s when we look at the micro-level that the problems become more apparent…
Let’s look at one small example of what’s really happening:
Note that this example is in B2B customer data BUT DON’T BE DISTRACTED BY THAT – we’re looking at this to understand the interaction between systems – how they can (or should) share data and conduct what you might think of as ‘CONTINIOUS HARMONIZATION’. You should be watching for which system has which pieces of information, how can they share them, and how are changes managed. This is not just about customer data – this is about governance, stewardship, reference data, master data and how the whole complex system interacts to achieve a business outcome.
So let’s jump in!
Here is a picture of a typical enterprise. Let's look at Crete Carrier, one of their top customers.
1. Let's start with CRM. Here we find not one, but three different records for Crete Carrier. With MDM we can identify and Correct these duplicates, merging them together.
2. In our ERP, we're missing the DUNS number, and the address only has a 4 digit zip. With MDM, we can enrich this data, filling in the blank DUNS, and verifying the Address.
3. Next, in our Supply Chain system, the address is different from our ERP and incorrect. With MDM, we can Connect these systems, updating our SCM application with the new address from the ERP.
Lastly, our BI/Data Warehouse. Since we are consolidating data across applications, it's a real mess, with all versions of Creet Carrier represented.
With MDM now connecting these applications together, we can create a complete view of Crete Carrier, enabling more accurate and trusted analytics.
With MDM, we are able to Correct, Enhance, and Connect data to support information driven initiatives.
So why does this matter today? It seems obvious.
Now we just went to a fairly detailed level in this example, and you might be forgiven for thinking this is about address verification, or de-duping the customer list, but that’s NOT what this is really about! As I said at the beginning, this is really about where is my trusted data? How do I share that between systems? And what happens when there are updates? This isn’t a customer list problem, it’s a data management problem, and Master Data Management is the toolset you can use to implement whatever business rules you choose and achieve what we earlier called ‘continuous harmonization’!
There’s a lot more to this whole problem than we just described, but we’ll come back to that a little later. For now, let’s look at the benefits of solving some of these problems…
63% of projects don’t get past the funding approval – Profisee experience
https://www.forbes.com/sites/baininsights/2015/04/20/to-benefit-from-big-data-resist-the-three-false-promises/#79e63a947d81
80% of project management executives don’t know how their projects align with their company’s business strategy. (Source: Changepoint)
At Profisee, we think of our job in 2 parts:
Delivering the best and most flexible MDM platform to ENABLE our customers to solve any MDM problem – or as is usually the case, many MDM problems simultaneously
To ENGAGE the customer – irrespective of their prior knowledge, experience or sophistication – and help them along their MDM journey – and it is a journey, as you’ll see when we get a little deeper into it
It’s worth noting here that we’re not going to get into a lot of feature detail in this discussion. Most MDM platforms have most of the required features. At this point in the MDM market most vendors can do DQ or Matching (although, incredibly not all!) – the real difference that you have to watch for is HOW they do it, and that what we’re going to talk about. We have designed out system to be industrial strength, but highly flexible as you will see. [Many other MDM vendors, specially the larger ones, will also describe themselves as ‘industrial strength’, but often that just means they are ‘overweight’ and bulky. They have all the features, but they are put together from multiple acquisitions and ultimately the whole thing is just too inflexible to support the natural evolution that will happen as the customer progresses through their journey – more on that later]
Let’s take a look at some or the key aspects of the Profisee Platform…
This is a standard content slide with a callout at the bottom.
Why DO companies turn to Profisee?
Instead of Massive Data Management, Profisee focuses on helping an organization Fast Track its Data Management apporach, which enables any company to , regardless of size or where they consider themselves on their data management journey, to get started quickly and then to scale that capability across any Strategic Business Initative..
To do this, companies need a solution with (3) three things:
First, they need a solution that is Fast to implement and deploy. It can't take months or years to get the first solution in production.
Second, they need something that is affordable. Not just affordable to buy, but more importantly, affordable to own.
Lastly, the solution must scale with them over time as they grow and manage more data.
There are a lot of vendors that provide one, or even two of these things. Profisee is the only solution with all three. Let's see why.
(THIS IS ALSO AN OPPORTUNTY TO POSITION COMMPETITORS IF YOU KNOW WHO YOU ARE UP AGAINST.) (IE...ORCHESTRA AND RELTIO CAN'T SCALE...INFORMATICA IS NOT FAST OR AFFORDABLE)...SAID NOT SO DIRECTLY/OR WITHOUT NAMES.
Let's take a look at each of these three areas.
This is an impact slide. Use this to exclaim a fundamental, overarching idea that you want to really drive home. Put a big image in the back of the slide for even more impact.
Sami to conclude workshop.
Thank everyone for attending.
Note pdf will be sent
Offer 1:1 workshop with individuals interested