real-world data governance webinar: governance for master data

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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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Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting Twitter About This Webinar at #RWDG

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Robert S. SeinerKIK Consulting & Educational Services – KIKconsulting.com

The Data Administration Newsletter – TDAN.com

Real-World Data GovernanceGovernance for Master Data

How to Make the Relationship Work

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

July 18, 2013 – 2:00 p.m. EST

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Real-World Data GovernanceUpcoming Webinars

• Real-World Data Governance – 2013 Monthly Webinar Series

– 08/15/13 – Good Data Governance to Great Data Governance

– 09/19/13 – Governing Customer Data – Is there a difference?

– 10/17/13 – Managing Governance Metadata for Mass Consumption

– 11/21/13 – Governing Data – Big and Small, Come One Come All

– 12/19/13 – Data Governance Expectations

Visit DATAVERSITY.Net for More Information

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• Everything about Master Data screams for Data Governance.

• That is why you see the term Data Governance practically every timeMaster Data is mentioned. It makes sense if you think about it.

• To direct Business Professionals to a Master Data resource that is notgoverned would not make a lot of sense.

• Certainly would not be considered the “Master” place to go for data,now would it?

Governance for Master DataAbstract

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• The July Real-World Data Governance webinar will focus on solidifying theunderstanding of what it means to govern data in a Master Dataenvironment.

• The webinar will focus on the definition, production and usage of MasterData and how governance can be applied to deliver this most valuable dataresource.

• Join Bob Seiner and DATAVERSITY for the July installment of the Real-World Data Governance webinar series where the topic will be formallyapplying Data Governance for Master Data.

Governance for Master DataAbstract

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

• Stewardship – Formalizing Accountability – Formal – Recorded and Followed (Enforced)– Informal – Not Recorded – “People Just Know” – or do they?

• Non-Invasive Approach

The practice of:

• applying formal accountability & behavior

• through non-invasive roles & responsibilities

• to existing and / or new processes

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

• guarantees regulatory compliance, security, privacy & quality.

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Governance for Master DataDefinitions

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• 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 theirassociated metadata, attributes, definitions, roles, connections andtaxonomies.

David Loshin

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Governance for Master DataDefinitions

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

– Executive & Strategic Level Understanding & Support

– Program Accountability & Responsibility

– Definition of Best Practices as a Target Behavior

– Critical Analysis of Present Environment

– Select & Follow Suitable Approach

– Planning and Ability to Support Meaningful Initiatives

– Framework of Roles & Responsibilities

– Data Governance & Data Quality is NOT Optional

– Focus on Communications

– Expectations of the Data Quality & Data Governance Solution

– Staying Iterative and Incremental in the Approach

Governance for Master DataConsiderations (Positive)

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• Top Avoidable Master Data 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

Governance for Master DataAvoidable Mistakes (Negative)

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• Sit Back in Your Chair and Close Your Eyes and Listen to My Voice

• Think About …

– Only Your Master Data

– All of the People Associated With Your Master Data

– All of the Hard Work Associated With Your Master Data

– All of the Technologies Associated With Your Master Data

– All of the Users Associated With Your Master Data

– Would You Be Able to Deliver Master Data Without Data Governance

– How You Would Still Define, Produce and Use Your Master Data

– All Activities Associated with Your Master Data

– Whether or Not You Could Deliver Your Master Data

Governance for Master DataDeep Breathing Exercise Part I

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• Keep Your Eyes Closed and Keep Listening to My Voice

• Now Start Thinking About …

– Your Data Warehousing and Business Intelligence Data

– Your Package Implementations

– Your Application Development Efforts

– Whether or Not There Was Governance Applied to These Efforts

– Whether or Not These Initiatives Are Successful

– Whether or Not These Initiatives Are Being Used Today

– Levels of Governance Applied to These Efforts

– How You Do Not Want to Go Through THAT Again!

Governance for Master DataDeep Breathing Exercise Part II

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• Now Open Your Eyes and Start Thinking About the Relationship(s)Between Governance and Master Data?

– Governance of All of the Work Associated with Master Data

– Governance of All of the People Associated with Master Data

– Governance of All of the Data …

– Governance of All of the Processes …

And What Benefits That Would Bring?

Governance for Master DataDeep Breathing Exercise Part III

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• Why Did We Do This Exercise?

• Has Bob Finally Cracked?

• The Answer to this Question is Obviously No!

• OK … The Answer May Depend on Who You Ask?

• Precursor to Exploring the Relationship (These Relationships)

and the Benefits of Governance for Master Data?

Governance for Master DataDeep Breathing Exercise Summary

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• Relationship 1: Master Data as Data

– Governed Data Definition

– Governed Data Production

– Governed Data Usage

• Relationship 2: Master Data as Process

– Process of Defining Data

– Process of Producing Data

– Process of Using Data

Governance for Master DataMaking the Relationship Work

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• Relationship 1: Master Data as Data

– Data Structure and Design

– Data Movement

– Data Quality

– Data Storage

– Data Security

– Data Usage

– Data Communications


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• Relationship 2: Master Data as Process

– Process of Design Requirements

– Process of Metadata Requirements

– Process of Identifying Governance Roles

– Process of Identifying People into Roles

– Developing and Delivering Communications Related to Master Data

– PMO Processes Related to Master Data

– Development Processes Related to Master Data

– Metadata Processes Related to Master Data

– Certification Processes Related to Master Data


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Relationship 1:

Master Data as Data

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• Governed Data Structure and Design

– Conceptual, Logical and Physical Design of the Data

– Inclusion and Availability of the Meta-Data

– Accessibility to the Data and the Meta-Data

– Data Certification Process to Assure Quality of the Data and the Meta-Data

Governance for Master DataRelationship 1: Master Data as Data

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• Governed Data Movement

– Selection of the Data

– Extraction of the Data

– Transformation of the Data

– Loading of the Data


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• Governed Data Quality

– Quality and Certification of the Data

– Definition of Standards and Values of the Data

– Collection and Publication of Standards of the Data

– Recording Data Quality Issues of the Data

– Process of Resolving Data Quality Issues of the Data


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• Governed Data Storage

– Storage of the Data

– Present and Growth in Volume of the Data

– Security of the Data

– Retention and Life Cycle of the Data

– Backup and Recovery of the Data


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• Governed Data Security

– Security of the Data

– Classification and Handling of the Data

– Accessibility of the Data

– Risk Associated with Data


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• Governed Data Usage

– Definition and Production of the Data

– Availability and Access of the Data

– Understanding of the Data

– Production and Distribution of the Data

– Audit and Compliance of the Data


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Relationship 2:

Master Data as Process

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Governance for Master DataRelationship 2: Master Data as Process

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• Governed Data Function Requirements

– Defining Functional Requirements of the Master Data

– Documentation of the Requirements of the Master Data

– Approval of the Requirements of the Master Data

– Meeting Functional Requirements of the Master Data


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• Data and System Requirements

– Defining System Requirements for Master Data

– Documentation of the Requirements

– Approval of the Requirements

– Meeting System Requirements

– Design Constraints

– Performance Requirements

– Data Quality and Production Support Requirements

– Usability Requirements


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• Metadata Requirements

– Defining Metadata Requirements for Master Data

– Documentation of the Metadata Requirements

– Approval of the Requirements

– Meeting System Requirements

– Design Constraints

– Performance Requirements

– Metadata Quality and Production Support Requirements

– Metadata Usability Requirements


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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

“Non-Invasive Data Governance”™ Operating Modelof Roles & Responsibilities

Escalation / A

pproval Path

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

Dat

a G

ove

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ce P

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(D

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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

KIK Consulting & Educational Services, LLC

Governance for Master DataProcess of Identifying Roles

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Governance for Master DataProcess of Identifying People Into Roles

Associated withSubject Area of Data

Asso

ciated w

ithA

rea of O

rganizatio

n

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Governance for Master DataProcess of Developing & Delivering Data Communications

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Governance for Master DataPMO Processes Related to Master Data

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• Pro-Active Data Governance

– Build application of stewards into existing project management methodology

• Reactive Data Governance

– Build application of stewards into data quality methodology

– Build application of stewards into issue resolution process

• Triggers

– Using Stewards & Recorded Steward Metadata to Demonstrate Communications Improvement

• Escalation & Resolution

– Using Stewards & Recorded Steward Metadata to Get … the “Right” People Involved in the “Right” Decisions at the “Right” Time.

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Governance for Master DataPMO Processes Related to Master Data

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DATA DEFINERDATA

PRODUCER

DATA STEWARD

COORDINATOR

MASTER DATA GOVERNANCE ACTIVITY MATRIX

MASTER DATA

DEVELOPMENT

LIFE CYCLE

(MDDLC)

INFORMATION

GATHERING

(DOMAIN, SYSTEM,

STEWARDS)

OPERATIONAL DATA STEWARDS

DATA USER

DATA DOMAIN

STEWARD

(or designee)

DATA DOMAIN / LOB/FUNCTIONAL AREA

ASSESSMENT &

REQUIREMENTS

PLANNING &

ANALYSIS

SOLUTION DESIGN

SOLUTION

DEVELOPMENT

SOLUTION TESTING

SOLUTION

IMPLEMENTATION

SOLUTION

MONITORING &

MAINTENANCE

Activity initiated re: this domain,

Data Domain Steward is involved

in identifying and recording info

related Domains, Systems,

Stewards per issue or task.

Activity initiated re: this domain,

Steward Coordinator is involved in

identifying Operational Stewards

in this LOB/FA that should

participate in this work flow.

Assure appropriate business

meta-data is recorded.

Propose alternatives

for data definition

solution that best fits

with defined

requirements.

Provide input to the

development of the

data production

solution.

Coordinate tasks associated

conducting the assessment and

requirements steps.

Provide definition

requirements &

gathering document.

Define data needed to

operate business &

report results.

Test data solution

from a definition

perspective. Assure

that appropriate

business meta-data is

recorded.

Provide production

requirements per

definition. Produce

data needed to

operate business &

report results.

Produce user

requirements. Use

data needed to

operate business &

report results.

Coordinate activities of

Operational Stewards including

project timelines, status reporting,

tactical decision making. Assure

appropriate business meta-data is

recorded.



project timelines, status reporting,

tactical decision making.

Provide data

definition guidance to

build the appropriate

solution.

Provide data

production guidance

to build the

appropriate solution.

Provide data usage

guidance to build the

appropriate solution.


conducting planning and analysis

steps.


for data production

that best fits with the

data definition

solution and defined

requirements.


for data usage

solution that best fits

with defined

requirements.



timelines, reporting. Propose

solution to Data Domain Steward.

Assure appropriate business



conducting planning and analysis

steps. Accept or Resolve solution

from the Steward Coordinator.

Coordinate activities of all

individuals related to development

work including timelines, status,

tactical decision making.

SYSTEM SMEs

IT

DATA SMEs

Test data solution

from a production

perspective. Assure

that appropriate


recorded.

Test data solution

from a usage

perspective. Assure

that appropriate


recorded.

Coordinate activities of the

Operational Stewards related to

testing work including timelines,

status, tactical decision making.



solution implementation including

timelines, status, tactical decision

making.



solution monitoring &

maintenance including timelines,

status, tactical decision making.

Perform EIS system testing.

Assure that appropriate technical


Perform EIS data testing. Assure

that appropriate technical meta-

data is recorded.

Coordinate and manage all

technical aspects of data solution

development. Assure that

appropriate technical meta-data is

recorded.


technical aspects of system

solution development. Assure

that appropriate technical meta-

data is recorded.

Coordinate system design with

Data Domain Stewards and

Steward Coordinators.

Coordinate data design with Data

Domain Stewards and Steward

Coordinators.



planning and analysis with Data


Coordinators.


technical aspects of data planning

and analysis with Data Domain

Stewards and Steward

Coordinators.



assessment & requirements

gathering with Data Domain


Coordinators.


technical aspects of data

assessment & requirements

gathering with Data Domain


Coordinators.


technical aspects of data

information gathering with Data


Coordinators. Assure appropriate

technical meta-data is recorded.



information gathering with Data


Coordinators. Assure appropriate

technical meta-data is recorded.

Participate in data

definition information

gathering as needed.

Participate in data

production

information gathering

as needed.

Participate in data

usage information

gathering as needed.



solution implementation.



solution monitoring &

maintenance.



implementation.



monitoring & maintenance.

Coordinate business tasks

associated with solution testing

steps.


associated with solution

implementation.


associated with solution

monitoring & maintenance.

As part of daily job,

identify operation

data issues pertaining

to their domain of

data.


identify operation


to their domain of

data.


identify operation


to their domain of

data.

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Governance for Master DataDevelopment Processes Related to Master Data

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Legend: Gray Block w/Bold X = Active Participant, Block w/Dull X = Optional Participant, * See Appendix for Template

Outcome / DeliverablesProcess Step

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

Me

ta-D

ata

Do

ma

in S

tew

ard

s

Me

ta-D

ata

Da

ta S

tew

ard

Co

ord

ina

tors

Me

ta-D

ata

Sy

sS

ME

s &

Da

taS

ME

s

Me

ta-D

ata

De

fine

rs

Me

ta-D

ata

Pro

du

ce

rs

Me

ta-D

ata

Us

ers

Meta-Data Stewards

Mapped to Meta-Data

Processes

Conceptual Modelof Taxonomy

Data Analysis for Data Listed inStep 3

Mapping of Source Data toData

Change Control, Versioning &Security Requirements

Documentation Validating“Best” Source

Data Movement, User Interface& Functional Development

Data List PerBusiness Requirements

Attributed Logical Model ofTaxonomy

XX X X X X Sign Off of Data Validationin the Repository

X

X X

X

1. Develop Conceptual Model /Data Taxonomy

4. Conduct Data Analysis of Attributes UsingData Analysis Template

5. Map Sources of Source Data toRepository Data Structures

6. Assess Change Control, Versioning, Security

7. Selection of the “Best” Sourcefor the Data

8. Design and Develop theData “Engine” and User Interface

2. Further Develop Logical ModelIncluding Attribution of Entities

9. Validate and Test Data

3. Specify Which Taxonomy Attributes Will BeIncluded in the Repository

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Governance for Master DataMetadata Processes Related to Master Data

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Governance for Master DataCertification Processes Related to Master Data

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• Master Data as Data

– Governed Data Definition

– Governed Data Production

– Governed Data Usage

• Master Data as a Process

– Process of Defining Data

– Process of Producing Data

– Process of Using Data

Governance for Master DataSummary

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Real-World Data GovernanceUpcoming Webinars

• Real-World Data Governance – 2013 Monthly Webinar Series

– 08/15/13 – Good Data Governance to Great Data Governance

– 09/19/13 – Governing Customer Data – Is there a difference?

– 10/17/13 – Managing Governance Metadata for Mass Consumption

– 11/21/13 – Governing Data – Big and Small, Come One Come All

– 12/19/13 – Data Governance Expectations

Visit DATAVERSITY.Net for More Information

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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]

Real-World Data GovernanceContact Information

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