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Data Governance –
a strategic Business and
             IT program
Perficient Market Positioning




                            2
Perficient Recognition



• “A force to be reckoned with in the industry.”
      •                    - Steven Lang, VARBusiness




                                                         3
Pete Stiglich is an experienced international
Data Management consultant
  – Taught numerous courses on EIM, Data Modeling,
    Metadata, Data Warehousing
  – Presented at multiple conferences, including 2008
    MIT IQ Conference
  – President, DAMA Phoenix
  – Listed expert on SearchDataManagement
  – CDMP, CBIP, and CCP certifications at the mastery
    level
Email: Pete.Stiglich@perficient.com                     4
Some definitions…


Data Governance – Business and IT leaders making strategic
decisions regarding an enterprise’s data assets and the information
environment to ensure it meets the needs of the enterprise



Data Stewardship – Exercise of responsibility, accountability, and
authority by a data steward for a data subject area across the
enterprise, overseeing it’s definition, quality, security, and effective use




                                                                               5
Governance & Stewardship
                                                      Organizations

             Executive Team

    IT
Governance
                               Data Governance Board


   ARB               Data Stewardship Coordinating Committee




                 Customer Data            Product Data       … Data Stewardship
             Stewardship Committee   Stewardship Committee      Committee

                                                                                  6
A real-life best case Data
                                       Governance scenario…
• A Life Insurance company in Canada thought it had
  major problems with their business processes
  (e.g., seemingly redundant work efforts, long time to
  close books)



• They started a Business Process Optimization effort…



• And found out that the problem was with their data and
  their information environment!!




                                                              7
A real-life best case Data
                                      Governance scenario…
• The current state was crazy – used 10,000 spreadsheets

• They formed an organization to govern their data and
  information environment

• Didn’t know they were doing Data Governance




                                                             8
A real-life best case Data
                                                Governance scenario…

•   The governance organization had STRONG support from the very top!
     CEO
     CFO
     Chief Actuary

   Exec’s have to    “feel the pain”   – need to identify “WIFT” – “What’s
    in it for them”

   Paid for business and IT representatives from across Canada to meet
    in Toronto every other month!

•   Without executive sponsorship – data governance is very difficult to do
    well




                                                                              9
Pain Points




         10
Executive & Business Participation
                                                            is Key

•   Business unit involvement is CRUCIAL – “IT” should be a
    participant – but not the driving force (psst… data is a
    business asset…)

•   Without executive sponsorship and business involvement..

     •   High likelihood of being seen as a “roadblock” to be avoided
         and navigated around (app developers…)

     •   Information silos continue to proliferate..

     •   Decisions have no teeth…

     •   Nothing really improves…




                                                                        11
Data Governance Board

What did the Data Governance board do?

   •   Developed a charter and guiding principles (what are we going to
       do, why are we doing it, and how are we going to do it)

   •   Prioritized data management initiatives – 1st initiative - authorized
       development of an Enterprise Data Model

   •   Discussed how data issues could be resolved

   •   Reviewed and approved the Enterprise Data Model.* Ensured that
       the model accurately reflected the business…




                                     * NOTE: Data Governance boards do
                                     not typically review enterprise models
                                     – typically a Data Stewardship
                                     Coordinating Committee activity
                                                                               12
Data Governance Board

Other things Data Governance boards do

   •   Align with other governance boards

   •   Approve and promote enterprise data policies and standards
       (e.g., for regulatory compliance)

   •   Data risk management

   •   Resolve significant issues

   •   Identify and empower business data stewards

   •   Ensure the data is meeting the needs of the enterprise!




                                                                    13
Data Governance Board

What shouldn’t Data Governance boards do?

   •   Get into the gory details… (Data Governance boards
       should have senior business leaders involved – don’t waste
       their time…)

   •   Make decisions more appropriate for a Data Stewardship
       Coordinating Committee or lower level organization

   •   Have excessive representation of IT or the 800 pound
       gorilla business unit

        (think along lines of US Senate – California and
        South Dakota both have 2 votes in the senate…)

   •   Propose burdensome and/or voluminous standards, without
       resourcing considerations



                                                                    14
Governance & Stewardship
                                                      Organizations

             Executive Team

    IT
Governance
                               Data Governance Board


   ARB               Data Stewardship Coordinating Committee




                 Customer Data            Product Data       … Data Stewardship
             Stewardship Committee   Stewardship Committee      Committee

                                                                              15
Issues faced

Politics

   •   Even having the CEO in the room didn’t prevent political issues….

   •   The Life Insurer was owned by several Health Insurers

   •   Life Insurer was required to use the IT services of one of the
       health insurers

   •   The health insurers IT felt like it had the power but also felt
       threatened….

   •   Through continued participation in the DG board, agreement
       reached on meeting the Life Insurer’s data needs




                                                                           16

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Data Governance – A Strategic Business and IT Program

  • 1. Data Governance – a strategic Business and IT program
  • 3. Perficient Recognition • “A force to be reckoned with in the industry.” • - Steven Lang, VARBusiness 3
  • 4. Pete Stiglich is an experienced international Data Management consultant – Taught numerous courses on EIM, Data Modeling, Metadata, Data Warehousing – Presented at multiple conferences, including 2008 MIT IQ Conference – President, DAMA Phoenix – Listed expert on SearchDataManagement – CDMP, CBIP, and CCP certifications at the mastery level Email: Pete.Stiglich@perficient.com 4
  • 5. Some definitions… Data Governance – Business and IT leaders making strategic decisions regarding an enterprise’s data assets and the information environment to ensure it meets the needs of the enterprise Data Stewardship – Exercise of responsibility, accountability, and authority by a data steward for a data subject area across the enterprise, overseeing it’s definition, quality, security, and effective use 5
  • 6. Governance & Stewardship Organizations Executive Team IT Governance Data Governance Board ARB Data Stewardship Coordinating Committee Customer Data Product Data … Data Stewardship Stewardship Committee Stewardship Committee Committee 6
  • 7. A real-life best case Data Governance scenario… • A Life Insurance company in Canada thought it had major problems with their business processes (e.g., seemingly redundant work efforts, long time to close books) • They started a Business Process Optimization effort… • And found out that the problem was with their data and their information environment!! 7
  • 8. A real-life best case Data Governance scenario… • The current state was crazy – used 10,000 spreadsheets • They formed an organization to govern their data and information environment • Didn’t know they were doing Data Governance 8
  • 9. A real-life best case Data Governance scenario… • The governance organization had STRONG support from the very top!  CEO  CFO  Chief Actuary  Exec’s have to “feel the pain” – need to identify “WIFT” – “What’s in it for them”  Paid for business and IT representatives from across Canada to meet in Toronto every other month! • Without executive sponsorship – data governance is very difficult to do well 9
  • 11. Executive & Business Participation is Key • Business unit involvement is CRUCIAL – “IT” should be a participant – but not the driving force (psst… data is a business asset…) • Without executive sponsorship and business involvement.. • High likelihood of being seen as a “roadblock” to be avoided and navigated around (app developers…) • Information silos continue to proliferate.. • Decisions have no teeth… • Nothing really improves… 11
  • 12. Data Governance Board What did the Data Governance board do? • Developed a charter and guiding principles (what are we going to do, why are we doing it, and how are we going to do it) • Prioritized data management initiatives – 1st initiative - authorized development of an Enterprise Data Model • Discussed how data issues could be resolved • Reviewed and approved the Enterprise Data Model.* Ensured that the model accurately reflected the business… * NOTE: Data Governance boards do not typically review enterprise models – typically a Data Stewardship Coordinating Committee activity 12
  • 13. Data Governance Board Other things Data Governance boards do • Align with other governance boards • Approve and promote enterprise data policies and standards (e.g., for regulatory compliance) • Data risk management • Resolve significant issues • Identify and empower business data stewards • Ensure the data is meeting the needs of the enterprise! 13
  • 14. Data Governance Board What shouldn’t Data Governance boards do? • Get into the gory details… (Data Governance boards should have senior business leaders involved – don’t waste their time…) • Make decisions more appropriate for a Data Stewardship Coordinating Committee or lower level organization • Have excessive representation of IT or the 800 pound gorilla business unit (think along lines of US Senate – California and South Dakota both have 2 votes in the senate…) • Propose burdensome and/or voluminous standards, without resourcing considerations 14
  • 15. Governance & Stewardship Organizations Executive Team IT Governance Data Governance Board ARB Data Stewardship Coordinating Committee Customer Data Product Data … Data Stewardship Stewardship Committee Stewardship Committee Committee 15
  • 16. Issues faced Politics • Even having the CEO in the room didn’t prevent political issues…. • The Life Insurer was owned by several Health Insurers • Life Insurer was required to use the IT services of one of the health insurers • The health insurers IT felt like it had the power but also felt threatened…. • Through continued participation in the DG board, agreement reached on meeting the Life Insurer’s data needs 16