Enterprise Data World: Data Governance - The Four Critical Success Factors

Dataversity

EDW Webinar SeriesDecember 16, 2014

2 pm EST / 11 pm PST

Data Governance:

The Four Critical Success Factors

Presented by

Joy Medved, SSBB, IQCP, ADKAR

Paradata Consulting, LLC

San Diego, CA USA

@ParaDataGeek

About Your Speaker

• Joy L. Medved, SSBB, IQCP, ADKAR

– Specializing in the development and implementation

of data programs and strategies

– Providing coaching, consulting, training and speaking

services to businesses and organizations in a wide

range of industries internationally since 1993

– Areas of expertise include:

• Metadata

• Data Quality

• Data Governance

• Change Management

• Process Reengineering

– Self-proclaimed “Data Geek” and

“Recovering Perfectionist”

– Lives in San Diego, California, USA

– Also, enjoys long distance motorcycle

touring and competition

© Joy Medved; Paradata Consulting, LLC; www.paradata.us

Today’s Agenda

• What Do We Mean by “Data Governance”?

• Common Barriers to Building & Sustaining Data Governance

• The Four Critical Data Governance Success Factors

• Key Elements for Successful Data Governance


What Do We Mean by “Data Governance”?

It is the exercise of authority,

control, and shared decision-making

(planning, monitoring, and enforcement)

over the management of data assets.

In other words…

It is the process of

setting, controlling,

administering, and monitoring

conformance with policy.


What Do We Mean by “Data Governance”?

It is a system of decision rights

and accountabilities for

information-related processes,

executed according to agreed-upon models

which describe who can take what actions

with what information, and when,

under what circumstances,

using what methods.


Then, What is Data Management?

It is an administrative process by which the

required data is acquired, validated, stored,

protected, and processed, and by which

its accessibility, reliability, and timeliness

is ensured to satisfy the needs

of the data users.


What is a Project?

“A project refers specially to any short-termand or temporary task engagement or endeavour in

which a particular and unique result, often in the form of a specific product and or service is

generated or created.”

PMI PMBOK, 4th Edition


What is a Program?

Plan

DoCheck

Act

“A series, listing, or group of those similarly structured and or otherwise interrelated projects that when the decision is made to coordinate the management of them all in a coordinated way will garner benefits and improved ability to maintain

control as opposed to if the management of each of these took place on a project by project basis.”

PMI PMBOK 4th Edition


Business As Usual (BAU)

The normal execution of standard functional operations within an organisation, particularly in

contrast to a project or program which would introduce change.

(although that change may itself become business as usual)

Origin unknown


Example of a Data Governance Framework

Common Barriers to

Building & Sustaining

Data Governance

Why Do Many DG Strategies Struggle?


Common Barriers to Successful

Data Governance

#1 Lack of

Focus

Common

Barriers

Lack of Charter, Mission, Vision

Lack of Communication

PlanLack of Defined Roles

Lack of Change

Management Plan

Lack of Identified Priorities


Lack of Policies Procedures &

Processes

Barrier #1: Lack of Focus Examples

“Most people don’t really understand what the Data Governance Office does or why we have one.”

“We tried to get everyone to document their metadata and share it, but without standardized policies and procedures, no one knows what to do.”

“Priorities change from day-to-day; we never know what project we will be working on next.”

“No one knows who should be working on that data stuff, so no one does unless there is a special request.”



Data Governance

#2 Lack of

Understanding

#1 Lack of

Focus

Common

Barriers




Lack of Change

Management Plan

Not Part of Company Culture

Lack of Metrics & Measures

Lack of Training

Don’t Get “Data as a Strategic

Asset”Lack of Identified

PrioritiesLack of

Communication



Processes

Lack of Day-to-Day Integration

“Many terms are used many different ways here. We have different definitions, lots of inconsistency and lots of confusion.”

“People don’t understand how processes of cross-functional areas affect each other because no one communicates. All of our business units are siloed.”

“No one knows exactly what level of data quality we have, because we don’t have any metrics in place. We just assume the data is good.”

“We don’t need to know about data quality because we don’t use data. That’s what IT is for.”

Barrier #2: Lack of Understanding Examples



Data Governance

#2 Lack of

Understanding

#1 Lack of

Focus

Common

Barriers

#3 Lack of

Support

People & Politics

Not Seen as “BAU”

Not Seen as “Horizontal”




Lack of Change

Management Plan



Lack of Training



PrioritiesLack of

Communication

Not a Priority



Processes


Lack of Executive & Stakeholder

Support

Lack of Compliance Enforcement

Barrier #3: Lack of Support Examples

“Some executives are on board, but most projects still lack governance.”

“Some stakeholders see the importance of data quality, but don’t have the time or authority to make sure it happens.”

“Leadership work in silos; cross-functional needs aren’t given any consideration.”

“We can’t / don’t feel comfortable telling other managers how to run their groups.”



Data Governance

#2 Lack of

Understanding

#1 Lack of

Focus

Common

Barriers

#3 Lack of

Support

#4 Lack of

Resources

People & Politics


Support


Lack ofFunding

Lack of Technology

Not Built into Projects or Programs



Processes

Lack ofTime

Lack of Skills & Experience


Lack ofPeople



Lack of Change

Management Plan



Lack of Training



PrioritiesLack of

Communication

Not a Priority




Barrier #4: Lack of Resources Examples

“Data governance isn’t build into our SDLC process, so we don’t build funding or resources into our project plans.”

“Lack of end-to-end process documentation (ex: when data can be created, changed, or deleted, and by whom.”

“The people being hired don’t really know how to analyze data or run the data tools we have purchased. We really don’t know if the reports they are running are correct.”

“Lots of time wasted trying to track down metadata resources that end up not existing.”


Are the Barriers Symptoms or Causes?


Root Causes Must Be Identified

Before You Can Fight Them


The Four Critical

Data Governance Success Factors


Data Governance

#2 Lack of

Understanding

#1 Lack of

Focus

Common

Barriers

#3 Lack of

Support

#4 Lack of

Resources

People & Politics


Support


Lack ofFunding

Lack of Technology

Not Built into Projects or Programs



Processes

Lack ofTime

Lack of Skills & Experience


Lack ofPeople



Lack of Change

Management Plan



Lack of Training



PrioritiesLack of

Communication

Not a Priority




The Four Critical Success Factors to

Build & Sustain Data Governance

1. Focused

Strategy & Plan

2. Company

Understanding

3. Full

Top-Down Support

4. Ongoing

Funding & Resources

All Are Required for

Success


The Four Critical Success Factors to

Build & Sustain Data Governance

#2 Company

Understanding

#1 Focused

Strategy & Plan

Success

Factors

#3 Full

Top-Down Support

#4 Ongoing

Funding & Resources

Engaged Council & Committee

Full Executive & Stakeholder

Support

Seen as “BAU”

OngoingFunding

Automation & Other

Technology

Built into Projects & Programs

Seen as “Horizontal”

Policies Procedures &

Processes

DedicatedTime

Skills & Experience

Charter, Mission, & Vision

DedicatedPeople

Compliance Enforcement Capabilities

Communication Plan

Defined Roles & Responsibilities

Change Management

Plan

Day-to-day Integration

Part of Company Culture

Metrics & Measures

Required Training

Data is a Strategic Asset

Identified & Articulated Priorities

Regular Communication

Always a Priority


Key Elements

for Successful

Data Governance

Key Elements for Data Governance Success

Full Top-Down Executive & Stakeholder Support

Focused Charter with Clear Mission & Vision

Identified & Articulated Priorities

Defined Policies, Procedures & Processes

Defined Stewardship, Roles & Responsibilities

Engaged Governance & Stewardship Committee

Dedicated & Ongoing Funding, Technology & Staff


Key Elements for Data Governance Success

Defined Communication Plan

Defined Change Management & Training Plans

Required Priority in all Projects & Programs

Defined Metrics, Monitoring & Reporting

Supported Compliance Enforcement

Part of Company Culture & Seen as BAU

Data Accepted Company-wide as a Strategic Asset


Questions?

Data Governance:

The Four Critical Success Factors

Presented by

Joy Medved, SSBB, IQCP, ADKAR

Paradata Consulting, LLC

@ParaDataGeek

[email protected]