real-world data governance: business glossaries and data governance

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Copyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com

Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting

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Real-World Data Governance Business Glossaries & Data Governance

The Role of the Business Glossary in Data Governance – and Vice Versa

Monthly Webinar Series Hosted by Dataversity Robert S. Seiner – KIK Consulting / TDAN.com

September 20, 2012 – 2:00 p.m. EST

Robert S. Seiner KIK Consulting & Educational Services – KIKconsulting.com

The Data Administration Newsletter – TDAN.com

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• Real-World Data Governance – Monthly Webinar Series

– October 18, 2012 – BI Governance and the Governance of BI Data – 2pm EST

– November 15, 2012 – Tools of Data Governance – Purchased and Developed – 2pm EST

– December 20, 2012 – Tools of Data Governance – Purchased and Developed – 2pm EST

– Register On-Line at Dataversity.Net

Real-World Data Governance Upcoming Webinars

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• The Business Glossary is one of the most effective tools an organization can develop or use to improve their likelihood of Data Governance success.

• Most organizations have business glossaries (note plural) that were developed to support applications, packages and systems put in production years (if not decades) ago.

• Although populating a glossary becomes a step (perhaps the last step) of any data development effort, at issue is the fact that many of these glossaries are out of date or in need of a serious overhaul to maximize their value to the organization.

• These Glossaries need governance.

Business Glossaries & Data Governance Abstract

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• This webinar will highlight the benefits a Glossary can provide to a Data Governance program while also focusing on the level of Governance required to deliver and maintain that high level of value.

• Join Bob Seiner and DATAVERSITY for the ninth in a series of monthly webinars titled “Real-World Data Governance” focused on expanding your knowledge about the role of the Business Glossary in Data Governance success … and vice versa.

Business Glossaries & Data Governance Abstract

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• Governance – Execution of Enforcement and Authority – Responsibility & Accountability

• Stewardship – Formalizing Accountability – Formal – Recorded – Informal – Not Recorded – “People Just Know” – or do they?

• Master Data – Certifiable & Reliable Data – Master data objects are those core business objects that are used in the

different applications across the organization, along with their associated metadata, attributes, definitions, roles, connections and taxonomies.

David Loshin – Data Flux & MDM Intro

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Business Glossaries & Data Governance Definitions

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• Non-Invasive Data Governance™

– The practice of applying

• formal accountability through roles & responsibilities

• to existing operations and processes

• to assure that the definition, production & usage of data

• assures regulatory compliance, security, privacy, protection & quality.

– Non-Invasive describes how governance is applied to assure non-threatening management of valuable data assets.

– The goal is to be transparent, supportive, collaborative.

Business Glossaries & Data Governance Definitions

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• [to] gov·ern [the data, the business glossary]

v. gov·erned, gov·ern·ing, gov·erns

– To make and administer the public policy and affairs [of data, of the business glossary]

– To exercise sovereign authority

– To control the speed or magnitude

– To regulate

– To control the actions or behavior

– To keep under control; to restrain

– To exercise a deciding or determining influence

– To exercise political authority

– To have or exercise a determining influence

FreeDictionary.com [Bob Seiner]

Business Glossaries & Data Governance What Does It Mean to Govern Something?

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• Top Avoidable Data Governance Mistakes (in no specific order):

– Lack of Executive & Strategic Level Understanding & Support

– Lack of Program Accountability & Responsibility

– Lack of Definition of Best Practices as a Target Behavior

– Lack of Critical Analysis of Present Environment

– Inability to Select & Follow Suitable Approach

– Lack of Planning and Ability to Support Meaningful Initiatives

– Framework of Roles & Responsibilities

– Making Data Governance & Data Quality Optional

– Lack of Focus on Communications

– Improper Expectations of the Data Quality & Data Governance Solution

– Failure to Stay Iterative and Incremental in the Approach

Business Glossaries & Data Governance Avoidable Mistakes – Negative

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• Top Considerations for Data Governance (in no specific order):

– Gain Executive & Strategic Level Understanding & Support

– Formalize Program Accountability & Responsibility

– Define Best Practices as a Target Behavior

– Conduct Critical Analysis of Present Environment

– Select & Follow Suitable Approach

– Plan and Support Meaningful Initiatives

– Provide a Framework of Roles & Responsibilities

– Assure Acceptance of Data Governance & Data Quality

– Focus on Communications

– Set Appropriate Expectations of the Data Quality & Data Governance Solution

– Stay Iterative and Incremental in the Approach

Business Glossaries & Data Governance Considerations – Positive

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• What is a Business Glossary? – Lowell Fryman on BeyeNETWORK.com

• The core objective of a Business Glossary is :

– To maximize the understanding of the core business concepts and terminology of the organization.

– To minimize the misuse of data due to inaccurate understanding of the business concepts and terms.

– To improve the alignment of the business organizations with the technology assets and organization.

– To maximize the accuracy of the results to "searches" for business concepts, and associated knowledge.

• Aren’t these the desired results of EVERY Data Management & Data Governance Program?

Business Glossaries & Data Governance What is a Business Glossary?

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• The Virtues of Kick Starting Your DG Program with a Small Set of Attributes – Sunil Soares on Dataversity.net

• Quotable from the article

– Stand-up a business glossary starting with a small number of key business terms.

– Maybe just 15 or 20 business terms to start with.

– It can grow from there.

– For example, the bank focused on the definition of “customer” as one of the first terms in its business glossary.

Business Glossaries & Data Governance What is a Business Glossary?

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• Role of the Business Glossary in Data Governance

– Provide Central Resource of Truth and Understanding

– Provide Standard Meaning, Usage, Values

– Direct People to the Single Point of Truth or System of Record

– Enable Improved Analytics

– Encourage Business Involvement in Business Stewardship

– Ensure Measurable Governance Impact

Business Glossaries & Data Governance Role of the Business Glossary in Data Governance

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Business Glossaries & Data Governance Role of Data Governance in the Business Glossary

• Role of Data Governance in the Business Glossary

– Provide Central Resource of Truth and Understanding

– Provide Standard Meaning, Usage, Values

– Direct People to the Single Point of Truth or System of Record

– Enable Improved Analytics

– Encourage Business Involvement in Business Stewardship

– Ensure Measurable Governance Impact

• How can they be the same?

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Business Glossaries & Data Governance Role of Data Governance in the Business Glossary


– To communicate that the Business Glossary is both a Thing and a Process.

– To prevent “Cheeseburger Definitions”

– To assure that a process is followed to collect selected information.

– To assure that the Business Glossary is made available where it will add value.

– To assure that the Business Glossary is used for Business Purposes.

– The Business Glossary will NOT create and maintain itself.

– The Business Glossary

requires Governance.

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• The role of the Business Glossary in Data Governance.

• The role of Data Governance in the Business Glossary.

• But first let’s introduce the …

Business Data Element Framework

(BDEF)

• Old Concept

• K.I.S.S.

Business Glossaries & Data Governance Another Two Way Street?

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Business Glossaries & Data Governance Business Data Element Framework (BDEF)

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• The Business Data Element Framework (BDEF) keys on two fields together:

– Business Data Element (BDE) Name

– BDE System / Data / Model Source of Record Name

• In BDEF the following meta data sets are repeatable:

– BDE Alias Information

– BDE Process / Report Information

• In BDEF the following meta data is repeatable within it’s meta data set:

– BDE Valueset Information

• In BDEF to repeat the meta data sets of information & value attributes:

– Copy and Paste the Meta Data Information Sets in the Document


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• Business Data Element

– BDE Name (Key Lookup)

– BDE Description

– BDE Use Description and History

• Source of Record

– System

– Database

– Model


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• BDE Alias Information

– Business Standard Name

– Data Model Name

– Physical Name

– Logical Name

– Mapping of BDE to BDE

– Along with System, Database, Model Name


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• BDE Process / Report Information

– How is this data used?

– What processes depend on this data and when?

– Where is this data created?

– Where is this data used in calculations?

– Where is this data manipulated or changed?

– Where is this data reported?

– Under what name?


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• BDE Valueset Information

– Values and Meaning

– Value Ranges and Meaning

– Source of Values


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• BDE Governance Information

– What Domain(s) is/are this BDE associated with?

– Who is responsible for the Domain?

– Who are the Stewards of this BDE? By System? Database? Model?

– What is the contact information for the Stewards?


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Business Glossaries & Data Governance Sample BDEF Glossary

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Operational Level

Operational Data Stewards (existing)

Data Definers, Producers, Users

These people are presently defining,

producing and using data as part of their

jobs. Recording of the Operational Data

Stewards will be an important enabler of

improved communications, coordination

and cooperation among stewards.

Tactical Level

Data Domain Stewards

Per assigned Subject Areas

Data Steward Coordinators

One per Business Unit

Strategic Level

Data Governance CouncilData Governance Sponsors Group

or Group of similar participation. One person, plus

alternate, for each Business Unit represented & IT.

Consider financial services & human resources.

Executive Level

Data Steering CommitteeSenior-most level knowledge of the program.

Leverage existing business structure as possible.

If no structure exists, utilize an IT Steering Committee

or an executive founded board or council.

Operational Level - Business Unit Specific

Strategic -

Enterprise

Tactical Level - Cross Business Unit

Executive

Escalation / A

pproval Path

Copyright © 2009 - Robert S. Seiner - KIK Consulting & Educational Services, LLC - All Rights Reserved

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Data Governance Program Team

Data Governance Team ManagerResponsible for Administering the Program,

facilitating use of the Data Governance Council,

communicating program components and value to the Organization.

Advisory assistance from other levels.

IT Subject Resource Experts

System/Data Resource ExpertsIT Staff including Application

Development, Data Design,

Security, and other Data

Resource Management.

Com

munication

Business Glossaries & Data Governance Roles & Responsibilities

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Business Glossaries & Data Governance Applying Governance to the Business Glossary

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• What is a Business Glossary?

• Business Data Element Framework (BDEF)

• Role of the Business Glossary in Data Governance


• Tools of Data Governance

– These may Kick (KIK) -Start Your Data Governance Program

Business Glossaries & Data Governance Summary

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• Real-World Data Governance – Monthly Webinar Series

– October 18, 2012 – BI Governance and the Governance of BI Data – 2pm EST

– November 15, 2012 – Tools of Data Governance – Purchased and Developed – 2pm EST

– December 20, 2012 – Tools of Data Governance – Purchased and Developed – 2pm EST

• DGPO Webinar – Award Winning Data Governance – Tuesday October 2, 2012 – 2pm EST

• Data Governance Winter Conference – Produced by Dataversity and DEBTECH International – December 3-5, 2012

• Two Day Public Seminar – Just Announced – Contact Me for Info! – How to Build and Implement a Non-Invasive Data Governance Program

– Monday and Tuesday January 14th and 15th, 2013

– Sheraton Station Square, Pittsburgh, Pennsylvania

– Class Size Limited to 25

– Buy Two Seats at Full Price Get Third Seat Free – Early Bird Specials Before December 10, 2012

– Stocked Full of Templates and Tools of Non-Invasive Data Governance

– Templates and Tools on a Flash Drive as well as Hard Copy

Business Glossaries & Data Governance Future Data Governance Events

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• Robert S. Seiner

KIK Consulting & Educational Services – KIKconsulting.com

The Data Administration Newsletter – TDAN.com

Post Office Box 112571, Upper St. Clair, Pennsylvania 15241

412.220.9643, 412.220.9644 (Fax)

[email protected]

[email protected]

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