cdo slides: real world data strategy success stories
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The First Step in Information Management
www.firstsanfranciscopartners.com
Producedby:
RealWorldDataStrategySuccessStories
MonthlyCDOWebinarSeries
Broughttoyouinpartnershipwith:
#CDOVisionNovember3,2016
Agenda
§ Whatissuccess?§ EIMstrategysuccessstories§ Reporting/data-centricexecutionsuccessstory§ Datagovernancesuccessstory§ GovernanceandMDMsuccessstories
Sponsoredby:
© 2016 First San Francisco Partners www.firstsanfranciscopartners.com pg 2
Whatissuccess?
§ Define“done”§ PotentialbenefitsthatapplyacrossEIM− Raisingvisibilityofdatatoanorganization− Pullingvisiontogether− Becomemoredata-centric− Improvingefficiencyandproductivity− ReducedcostsofIT,processes,data,etc.− Improvedcostanddeliveryofprojects
pg 3© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
www.firstsanfranciscopartners.com
SuccessStory:Enterprise-wideInformationStrategy1
Challenge:Largeenergycompanyrealizedcostofdatamismanagement
40millioninSAPdevelopment
Massivedataclean-up
Upheavalacrossorganization
Notrustindata
Stillnodataconsistencyorreliability
Costlydenialofrateincrease
Inabilitytoadapttosmartgridevolution
Sponsoredby:
pg 5© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Solution:Data-centricenterprisemodel–datamanagement/governanceengagement
SeniorExecutives AllBusinessManagement
Customers
FutureUsers
AllBusinessAreaStaff
VendorProduct
Management
AllDBAs
ExternalData
Suppliers
ExecutiveSponsorshipSeniorITManagement
SeniorBusinessManagement
SupportDesk
AllIntendedUsers
ApplicationDevelopment
ITOperationsManagement
VendorAccountManagement
VendorProductSupport
PMOKeyTestingUsersTrainingDevelopment&Execution
SourceSystemTechnicalApplicationAdmin
BusinessDataSubject ExpertsDashboardDesigners andDevelopers
ProjectManagementInformationArchitects
DataStewardsDataWarehouseArchitectBusinessUnitInformation
Managers
CoreTeamà ExtendedTeamà InvolvedIndividualsà SupportDashedlinesindicatedirectengagementofDataGovernance
AdhocQuery-Builders
StewardsandOwners
pg 6© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Outcome:Flexibleandadaptivearchitecture
App1App2App3App4
App5App6App7Appn..
AppsPhysical
Databases Current PhysicalViews
SAP
Other
Reverse Engineering Forward Engineering
Abstraction Processes“Mapping”
Views
Meta Data Layer Semantics Measures Data Assets Work Flow Rules
Future Logical Views
Future Physical DBMS
Future Apps
Access layer - DW,ODS, Web Services, Analytics, etc.
1
2
3
1
2
3
31
2
Data Management
Synchronize to other data 3
2
1
pg 7© 2016 First San Francisco Partners
Sponsoredby:
Resultsandtakeaways
§ Results− Reorganizationarounddata− Improvementinoperationalapplicationuse− Improvementindataqualityforreporting− Deploymentofchangeteams
§ Takeaways− Non-standardoperatingmodelsareOK− Improveddataqualityiskeytoapplicationusage− Middlemanagementembracedchanges− Solutionarchitecturecanbeahybridofoldandnew
Sponsoredby:
pg 8© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Lessonslearned…
www.firstsanfranciscopartners.com
SuccessStory:Enterprise-wideInformationStrategy2
Challenge:Largespecialtyretailerfacedwithhugeoperationalissues
Multipleproductdatastores
Inconsistentmerchandising
Destructivedataredundancy
Ancientapplicationsandinfrastructure
Notrustindata
Unreliableinventory
Lessagileintheirmarket
Stockpriceexplicitlyaffected
pg 10© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
MessageProcessingLayer
DataAccessLayer(DAL)
Publish/Subscribe
Request/Reply
MessageQueuing
Bulk/Batch
Publish/Subscribe
Request/Reply
MessageQueuing
Bulk/Batch
ODB
C
ApplicationsPortfolio
Application Application
EndPoint-to-PointInterfaces
LOCALDATASTORE
Application Application Application
LOCALDATASTORE
EnterpriseDataStores(PhysicalandLogical)
ODS/DW
TransactionData OperationalandAnalyticalData
ANALYTICALDATATRANSFORMATION
DM
Activity Product Customer Store
EnterpriseDataStorespopulatedovertimetoestablishSingleVersionoftheTruth
ApplicationServices
TechnologyServices
DataServices
Cano
nicalM
odel
MetadataRepository
EIS
CUBE
Solution:FullreloadofdataarchitectureSponsoredby:
pg 11
Analytics
Reporting
Transaction processing
Datacapture M
erch
andi
sing
/ Su
pply
Cha
inD
istr
ibut
ion
/ Man
ufac
turin
gN
ew B
usin
ess
Dev
elop
men
tSt
ore
Ops
/ Sa
les
Mar
ketin
g / B
rand
Mgm
tA
ccou
ntin
g / F
inan
cial
sR
adio
Shac
k.co
mSy
stem
sup
port
ENTERPRISEARCHITECTUREDIRECTION
Application “stovepipes” aligned with functional organizations
Enterprise ArchitectureFlexible application layers mapped to major business processes
• Applications aligned with core business processes
• Flexible reporting and analytics respond to business changes
• Reuse of common business functions simplifies creation and maintenance of applications
• Build analytical capability across enterprise• Data-centric focus enables learning
organization
Data capture
Transaction Processing
Enterprise Data StoresReporting
Analytics Logical
Physical
• Applications are rigid and do not easily provide cross-enterprise functions or information-centric views
• Data capture and transaction processing capabilities do not promote speed
• Reporting and analytic capabilities are not flexible enough
Core processes
AppApp
AppApp
Solution:Followedenterprisearchitecture
pg 12© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Resultsandtakeaways
§ Results− Creationofatopdatajob(TDJ)− Implementationofinformationmanagementarea− Refreshofdatawarehouseandreportingtechnologies− Createdchangeteams
§ Generatedinternalaccountabilityforsuccessfulchange
§ Takeaways− Engageenterprisearchitectsinasolution− EngagewithexecutiveteamandconsideraTDJ
pg 13© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Lessonslearned…
Sponsoredby:
www.firstsanfranciscopartners.com
SuccessStory:Data-CentricProjectExecutionof
Reporting/Analytics
Challenge:Reportingproject
Dataisstoredasabyproductoftheapplicationsthatcapturethedata,notinawaythatisaccessibletothebusinessuser
Datadescriptionsarenotcentrallydefinedresultingininconsistentusageandunderstandingofthedata
DatatransformationsarecomplexandonlyunderstoodbyITresource
Formaldataqualitymonitoringpracticesdonotexist
Lackofbusinessownership
Lackoftrustindata
Inabilitytodoanalytics
Businessisforcedtorelyonlyongutand intuitionvs.makinginformed,fact-baseddecisions
Lowlevelofdatamanagementmaturity
pg 15© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Outcome:Reusable,subject-specificdatamarts
SourceApplicationDatabase
AbstractionLayer(inc.DQ
&
ETL)
BusinessViewofData
BusinessViewofData
BusinessViewofData
BusinessViewofData
BusinessViewofData
Today:Dataisstoredasabyproductoftheapplication
vs.Future:Dataisstoredinawaythatisoptimized
forbusinessretrieval
§ Datastrategyexecutionisalignedtoprojectengagement
§ Reportingprojectprovidesanopportunitytoimprovethewaythatdatarequirementsarecapturedandsourcedataisanalyzed
pg 16© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Resultsandtakeaways
§ Results− Fact-baseddecision-making− Improveddataanalyticscapabilities(advancedandpredictiveanalysis)− Businessownershipofinformationassets
§ Takeaways− Implementingnewdatastandardsandguidelinesviaaprojectgroundsgovernanceinreality− Adjustingan“SDLC”tobedata-centriccatchespotentialdatadiscrepanciesbeforetheybecomeissues− Incrementalchangeiseasier– especiallywhenalignedwithatangibleoutcome
pg 17© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Lessonslearned…
Sponsoredby:
www.firstsanfranciscopartners.com
SuccessStory:Governance
Goal:Improvedcoordinationofenterprise-widedatagovernance
BusinessProblems• Businessdecisionsarebeing
madeonunreliabledatasourcesduetolackofunderstandingofdatadefinitions,calculationsandlineage
• Datagovernanceiscenteredarounddiscretebusinesslinesandnotacrosstheenterprise
• BusinessandIThavenocommonunderstandingofdatasourcesandtheirusage,resultinginincreasedefforttoverifyandremediate
DesiredBusinessOutcomes• Deliveringtherightdataacrossdifferentlevelsoftheorganizationthroughtheconsistentexecutionofdefinedprocesses
spanningthecompletedatalifecycle• Abaselineofdatagovernancepractices,processandmetricsimplementedacrossallbusinesslines• AdiscretesetofCoreDataConceptsgovernedthroughafederatedapproach• Aroadmapofimprovementinitiativesthatwilldrivecontinuousbusinessimprovement
pg 19© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Solution:Approveddatagovernanceaccountability
SteeringCommittee
DataGovernanceCouncil(DGC)
CRM Reporting ERP
Enterprise
Department– LocalDataGovernance(LDG)
ExampleProjects/Applications
PMO
EnterpriseArchitecture,Architects
ProjectsandPrograms
ExistingStructures
Metadata
1%attheSCEscalation/Resolution
19%attheDGC
80%attheLDG
pg 20© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
OPS SERV SALES HR FIN
OPS DG WORKING GROUP
FIN DG WORKING GROUP
SERV DG WORKING GROUP
SALES DG WORKING GROUP
HR DG WORKING
GROUP
Sponsoredby:
Outcome:Aligneddatagovernanceroadmapandactions
pg 21
Sponsoredby:Da
ta
Concep
ts
DataHan
ding
Stan
dards
andProcesses
Oversight
2016 2017
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
BusinessBenefitRealized
Projects
ProcesswithProjects:conceptandinfomapengagementrefined
BORevaluationprocessengaged
DGMetricsintegratedwithprojectprocess(estimated)
ModifySDLCprocessforintegrationwithsolutionplanning
gatesforDGandPMOoversight
DGProgramOperations
ChangeManagementActivities
Refineprocesses/Release1 RefineandRelease2 RefineandRelease3 Releasen
ConceptsandMetadatastandard(InfoMap)
BORprocessstandard
DGMetricsstandard Otherhigh-interesttopics
LaunchDGpracticeswithAlignedLDGRoadmaps
RefineMetrics Metricsprogramimplementation
RefineArchitecturewithDGinvolvementwithprojects
PrivacyandSecurityreview
PotentialDGCorLDGfocus
ImplementRotatingDGCChair
MetricsprogramoperationsAlignLocalDataGovernancetostandardroles,processes,and
roadmaps
Resultsandtakeaways
§ Results− Rolledouttheconceptofaminimumviablestateofgovernancewithineachdivision− Definedasetofcriticaldataconceptswherepreviouslycouldn’tagree− Enabledimproveddatasharingandconsistency
§ Takeaways− Aminimumviablestateisstillprogress− Createaflexible,culturally-tunedoperatingmodeltoensureitisadopted– arefereebodycanbeacceptablevs.acentralizedauthority− Focusonhigh-priorityareastomakeincrementalprogress
pg 22© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Lessonslearned…
Sponsoredby:
www.firstsanfranciscopartners.com
SuccessStory:GovernanceandMDM1
Challenge:takingabusiness-drivenapproachtoMDM
AlignMDMRequirementsto
BusinessRequirements
AssessData AlignDataGovernance
pg 24© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Solution:Roadmapprioritizationbasedonusecases
Value
EffortHighLow Med
High
Low
Med
1
17
16
15
14
13 12
11
10
9
87
6
54
32
MDMUseCases:
1.UniqueGlobalIdentifier2.3600 View3.CustomerGroupings4.CustomerReferenceDataManagement5.DataQualityatpointofentry6.DataHarmonization7.CentralizedStewardship8.CentralizedOnboardingRepository9.MasterDataEnrichment10. CustomerDocumentationLinkage11. EventBasedDataRemediation12. MasteringPrivacy&Preference13. Security&AccessManagement14. MasteringCustomer/AccountRelationships15. DataQualityDashboards16. Audit&History17. EarlyWarningSystem
Client-centricstrategicinitiatives,suchastheConsumerOnlineeffortandbusinessusecasesthatweredocumentedasanoutcomeoftherequirementsgatheringphase,formedthefoundationforthelayoutandschedulingoftheroadmap.
pg 25© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Roadmap:IntegratedMDMevolution
EnterpriseMDMwilldeliverincrementalvaluetothebusiness– firstinsupportofIn-FlightProgramssuchasConsumerOnline,andthenexpandingtoincrementallydeliverontheprogramobjectivesandrequirementsacrosstheenterprise.
DeployBuild
Enhance
Pilot
§ Toengageandconfirmthedecisionmakersabletodefinecustomerdataattributesandprocesses
§ Confirmexistingdefinitionsanddecisionsregardingcustomerdata
§ InstallINFAMDMinnon-productionenvironments(NP2/NP3)
§ Developfoundationalcustomermasterdatamodel
§ Onboarddeposits,lending(consumer)&FSCcustomerSORsontoMDM
§ Developfoundationaldataquality&de-duplicationrules
§ DevelopcoreMDMwebservicestosupportconsumeronlinedevelopment
§ Continuousimprovementtomasteringprocesses,assesseffectivenessofrules,measureimprovementsandextendacrossorganization
§ AugmentMDMtoenablecaptureofcustomerprivacy&preference
§ OnboardremainingSORs– FRIM,FX§ DevelopETLforIDLanddeltaforadditionalsources§ Finalizedataquality&de-duplicationrules§ Configurehierarchymanager(HM)tosupportcustomer/accountrelationshipmanagement
§ AugmentMDMtoenablecaptureofexistingHouseholdingrelationships(taxID&mega-household)
§ Refinedatastewardshiptools&capabilities(IDD)§ EnhanceMDMwebservicestodeliverfullCrUDcapabilitiesandconformtoaugmenteddatamodel
§ Developoutbounddatafeedfordownstreamconsumption
§ Executesystemintegrationtesting§ ExecuteUAT§ DeploytoProduction
§ Createfoundationforcentralizedmasterdatacreation
§ Alignbusinessprocessestoconsumemasterdata
§ Managedataqualityatthesource
§ AugmentMDMtocapturebroader&otherflavorsofhouseholdingrelationships
§ AugmentHMtosupporthouseholding
§ Implementbusinessrules&ETLtoderiveandpopulateHouseholdingrelationships
§ LeverageBPMtodevelopdatastewardshipworkflows
§ Augmentstewardshipcapabilities(IDD)
§ CommenceharmonizingmasteredcustomerdatawithSORs
§ DetermineMDMrules,createfoundationalprocessesandidentifyinitialmeasurements
§ Identifyanddefinemasterrelationships§ Expandfoundationaldatamodeltoincludeallcustomerdemographicandrelationattributes
§ Onboardadditionalsources– Lending(Commercial)&FRTC
§ DevelopETLforIDLanddeltaforallonboardedsources
§ Deliverstewardshipcapabilities(IDD)formatchresolution,centralizeddatamaintenance&DQdashboard
§ Enhancedataquality&de-duplicationrules
§ Buildfoundationforrelationshipmanagement
Q1 Q2 Q3 Q4
Use
Cases
117
1615
1413
12 11109 8
7 654
32
249
131316
1516
ChangeManagement,Communication,TrainingandAwareness
Sponsoredby:
ResultsandtakeawaysEDCI Group
Operational/Execution Group
Data Steward
Data Governance Council (Business Data Owner/Data Governance Lead)
DO - Customer DO - Products DO - Finance
Enterprise Data Architect
Chief Data Officer/Executive Sponsor
Gro
up
/In
div
idu
alIn
div
idu
al R
oles
Op
erat
ing
P
eop
le/
Pro
cess
Data Custodian
Data Users
Illustrative
MDM#Design#Team#
MDM#Opera/ons#Team#
Business#SMEs#
Master#Data#Stewards#
IT#MDM#Opera/ons#Team#
MDM#Architect#
MDM#Delivery#
pg 27© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
§ Results− Businessaccountabilityformasterdataalignsexpectationsandoutcomestodeliverbusinessvalue− Prioritizedusecasesbasedonbusinessneedsensuresmasterdatausageandvalue
§ Takeaway− Masteringdataisabusinessprocessandshouldbetreatedassuch Lessons
learned
Sponsoredby:
www.firstsanfranciscopartners.com
SuccessStory:GovernanceandMDM2
Challenge:SupportbusinessgrowththroughMDMandDG
RevenueGrowth• Smallincreaseincross-sell/up-sellsuccessresultsinappreciableincreaseinoverallpremiumvolume
Profitability• Accountviewimprovesdecision-makingandpricingability
ImprovedCustomerExperience• ImproveNetPromoterScoresandcustomerretention
ImprovedCustomerKnowledge• Creationof360o viewofCustomertoaidanalytics
RegulatoryCompliance• Consistentapplicationofdataclassificationstandardsacrossorganization
EmployeeSatisfaction• Enablingemployeestobemoreeffectiveandefficient- increasessatisfaction
pg 29
Sponsoredby:
© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Solution:IncrementalvaluethroughMDMRoadmap
TacticalOperations
StrategicOperations
OperationalAnalytics
PredictiveAnalytics
Improved
Ca
pabilities
Timepg 30© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Today Year1 Year2 Year3 Year4 FutureToday
BuildComplete
OperationalizeComplete
PrepareComplete
ApprovalPMOProcess
PreparePrepHub
DataQuality(DQ)DataGovernance(DG)
BuildPersonalLines
FloodCommercial
OutboundIntegrationwithDWImplement&IntegrateCRM
OperationalizeEstablishDQmetrics
DQMgmtforPartyEstablishDGmetrics
DataStewardshipforPartyEstablishMDMMetrics
MonitorMetricsChangeLeadership,Training&Communication
Outcome:Business-aligned,long-termplan
pg 31© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Sponsoredby:
Resultsandtakeaways
§ Results− Alignmentwithastrategicinitiativeensuredfundingandbusinessinvolvement− Iterativeimplementationensuredthepacereflectedtheavailablefunding− Cleargoalsandexpectationsralliedstakeholders
§ Takeaways− MDMinisolationcreatesachallenge; aligningtoastrategiceffortisagoodapproach− Constraintswillexist,planaccordingly− Followthe5-Stepprocesstoalignadata-drivenculture
§ Visionà Purposeà Pictureà Planà Participation
pg 32© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Lessonslearned…
Sponsoredby:
Questions
pg 33© 2016 First San Francisco Partners www.firstsanfranciscopartners.com
Thankyou!JohnLadley
john@firstsanfranciscopartners.comKelleO’Neal
kelle@firstsanfranciscopartners.com
NextintheCDOVisionseries:December1,2PMET
2017Predictions
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