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Mario Faria 1 Increasing Your Business Data & Analytics Maturity Mario Faria and Luisa Recalcati July 10th, 2014

Increasing Your Business Data and Analytics Maturity

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Mario Faria

1

Increasing Your Business

Data & Analytics Maturity

Mario Faria and Luisa Recalcati

July 10th, 2014

Mario Faria

2

The Presenters

Mario is one of the first Chief Data Officers in the world,

leading teams focused in Data Monetization, Data Quality, Data

Governance, Operations, Architecture and Analytics. Currently

he is the head of CDO, Inc, advising companies to cross the

"data & analytics chasm".

Luisa is a technology executive with proven

success directing high profile programs.

Experienced in Data Management and Enterprise

Architecture, CRM, and Advanced Metadata

Repository. She joined Microsoft in 2007 and

currently works in the Microsoft IT department as

an Enterprise Architect.

Mario Faria

3

Increasing Your Business

Data & Analytics Maturity

Mario [email protected]

@mariofaria

http://www.cdo-inc.com/

Mario Faria

4

Mario Faria

5

“The balance of power in the 21st

century is influenced by the ability

to leverage information assets” –

Gwen Thomas, CEO of The Data

Governance Institute

Mario Faria

6

Mario Faria

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Jim Moran,

10 days in

1947

Mario Faria

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Data & Analytics Goals

• Explain the past

• Predict the future

Mario Faria

9

Data & Analytics is about• People

• Technology

• Processes

• Modeling

• Analytics

• Communication

• Decisions

• Actions

A data-driven culture is a disruptive factor for

entire industries

Enabling Culture Change and Becoming

a Data Driven Organization

How to promote Business Maturity

through Data & Analytics ?

Mario Faria

12

Is it possible to promote Business Maturity using

Analytics, or is it the other way around?

• Your company must have some Business Maturity to take a step and

start using Analytics.

• When you if take the path of using the right people, good technology,

proven methodologies and changing the current processes, you will gain

more Business Maturity.

• After you have gained more Business Maturity, naturally you will start to

evolve to more complex Analytics usage

• It is a self-promoting system following exactly the Deming PDCA method

Mario Faria

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A data & analytics team is

responsible for transforming

data assets into competitive

insights, that will drive

business decisions and

actions, using people,

processes and technologies

Mario Faria

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Managing Data & Analytics Teams

• Focus on the execution

• Well-defined and realistic

scope

• Put all activities on the

schedule

• Budget control

Data & Analytics is quite easy

Changing behavior and culture is extremely hard to achieve

Is your organization

ready to change ?

Accessing the data maturity level of your organization

Sample - Data Management Maturity Summary

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Data Management StrategyCommunications

Data Management Function

Funding Model

Business Case

Governance Management

Business Glossary

Metadata Management

Data Requirements

Data Lifecycle Management

Provider Management

Architectural ApproachArchitectural StandardsData Management Platform

Data Integration

Historical Data

Data Quality Strategy

Data Profiling

Data Quality Assessment

Data Cleansing

Configuration Management

Measurement and Analysis

Process Management

Process Quality Assurance

Risk Management

Data Strategy Data Operations Data Platform Data Governance Data Quality Supporting Processes

Implementing the change

Strategic Enterprise

Architecture

Microsoft IT Data Management Maturity

Data to match the business velocity and accelerate the organization’s evolution towards Real-Time Enterprise!

Luisa Recalcati

Enterprise Architect

Strategic Enterprise

Architecture

Microsoft IT Transformation to Real-Time

The Microsoft IT Landscape

Integrated Data Management (IDM) Initiative

IDM Goals and Objectives

IDM Results and Recommendations

Recommendations and Implementation

[ 2 ]

Agenda

Strategic Enterprise

Architecture

Business Processes

People

Information

Technology

[ 3 ]

The Real Time Enterprise

Processes achieve business

results

People make decisions

Technology speeds the delivery

of information

Decisions are driven by

Information

Virtually everything in business today is an undifferentiated

commodity, except how a company manages its information. How

you manage information determines whether you win or lose.

– Bill Gates

Strategic Enterprise

Architecture[ 4 ]

The Microsoft IT Landscape

Enterprise First & Best Program

Strategic Enterprise

Architecture[ 5 ]

Microsoft IT Transformation and Data Management (IDM)Matching the Business Velocity

Enable a fast and consistent view of service, product and

operational data across the business

Generate Integrated Data Management Capability Strategy

Design Integrated Data Management Operating Model,

Standards, & Tools

Drive Integrated Adoption and Measure Impact

[ 6 ]

Establishing a Common Data Management Language

CMMI Data Management Maturity Model

Strategic Enterprise

Architecture[ 7 ]

Timeline for Integrated Data Management Project In partnership with the CMMI Institute

Internal and external assessments leveraged our subject matter experts

while providing an objective, outside-in view

DMM Available

Internal Assessment

Assessment Validation

Internal

Recommendations

CMMI Assessment

CMMI

Recommendations

Capability Enablement Plan

CMMI/Microsoft IT

July 2012 Sept-Dec 2012 Nov. 2012 Jan-Mar 2013 Mar-Apr 2013 May 2013

Strategic Enterprise

Architecture

Performed

Managed

Defined

Measured

Optimized

Level

1Ad-hoc processes. Emphasis on data repair . Transitory improvements.

Formalized processes. Infrastructure supports at business

unit level. Clearly defined roles and responsibilities.

Established processes, improved over time. Tailored

to meet specific needs predictably and consistently.

Established metrics. Variance management across the

process lifecycle.

Processes are improved on a continuous basis and

advocated at the executive management level.

Level

2

Level

3

Level

4

Level

5

[ 8 ]

Maturity Levels Related to Real Time Data

Batch

Enabling Capabilities

Real –Time

Competitive AdvantageV

elo

cityOperational

Effectiveness

Strategic Enterprise

Architecture[ 9 ]

Success of the Assessment Through Collaboration

Business and IT Cross-Functional Team

Business priorities

Pain points

26 CMMI Institute

Recommendations

Operations

Sales,

Marketing,

Services

Microsoft IT

Business

Units

Strategic Enterprise

Architecture

Data

Management

Operations

Platform &

Architecture

Data Quality

Data

Governance

Data Management

Strategy

[ 10 ]

CMMI Assessment Recommendations

• Unified effort to maximize data

sharing and quality

• Monitor and measure adherence

to data standards

• Top-down approach to

prioritization

• Up-stream error prevention

• Common Data Definitions

• Leverage best practices for

data archival and retention

• Maximize shared services

utilization

• Map key business processes

to data

• Leverage Meta Data

repository

• Integrate data governance

structures

• Prioritize policies, processes,

standards, to support corporate

initiatives

Strategic Enterprise

Architecture[ 11 ]

Accelerating Data Management at Microsoft

Create Enterprise Data Management

Board

Scorecard Data Management

Capability improvements

Enterprise-wide Data Management

Program and Strategy

Prioritize Data Management

initiatives in alignment with the

business priorities.

Reduce cost of Data Repair and invest

in Quality at the source

Audit Data Quality for a small but

critical data set across multiple data

stores

Strategies Expected Results

Build on Strengths!

Strategic Enterprise

Architecture[ 12 ]

Capability Enablement Plan

Strategy

Quality

Implementation

Governance

Shared Vision focused on

core data that meets business

objectives

Redesign and implement

Business Process with standard

data controls

Baseline core data quality in

terms of business value

Data Governance Structure

for Core Data

Strategic Enterprise

Architecture[ 13 ]

Data Management Board – Unifying Governance

Capability

Management

Steer Co

Business

Enablement

Steer Co

Enterprise

Data Model

Steer Co

Data Quality

Steer Co

Data Management Board

EDM Governance &

Management

Enhancement DM

Capabilities

Operational Data Issues

& Data Certification

Business Demand,

Strategy, and Issues

Aligning IT to Business Strategy requires coordinated

processes through tiers of IT governance scope

Collaboration

Strategic Enterprise

Architecture

In the world of Digital Experiences, Data Management is a pillar of effectiveness

DMM is a key framework to facilitate the Real-Time Data Management journey

Active participation of cross-functional teams from Business and IT is key for success

Employee education on the importance of data and the impact of data management is a

good investment

Build on Strengths!

[ 14 ]

Key Lessons

Microsoft IT Annual Report may be found at: http://aka.ms/itannualreport

Strategic Enterprise

Architecture

Thank you

[ 15 ]

[email protected]

Strategic Enterprise

Architecture

The debate