Seiner dataversity - rwdg 2017-09 - how to select the appropriate data governance tool - 20170921

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Copyright © 2017 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Real World Data Governance
How to Select the Appropriate Data Governance Tool
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
September 21, 2017 – 2:00 p.m. EST

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• Real-World Data Governance – Monthly Webinar Series
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Third Thurs @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
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Real-World Data Governance
Current Events

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• During this webinar Bob will discuss:
– Categories of data governance tools available on the market
– Using D-I-Y tools and templates to nail down business requirements
– How to define the appropriate tool criteria for your organization
– How to manage the data governance tool selection process
– The core components of a data governance tool request for proposal (RFP)
Agenda for Today’s Webinar

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• What Tools can be considered Data Governance Tools?
– Data Definition Tools
– Data Production Tools
– Data Usage Tools
– Data Administration Tools
– Data Quality Tools
– Data Process Tools
• What is common among these tools?
Categories of Data Governance Tools

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• What Tools can be considered Data Governance Tools?
– Data Definition Tools
– Data Production Tools
– Data Usage Tools
– Data Administration Tools
– Data Quality Tools
– Data Process Tools
• What is common among these tools?
metadata

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• Data Definition Tools – Governing Data Definition
– Data Modeling Tools
– Business Glossaries
– Data Dictionaries
– “Data Governance” Tools

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• Data Production Tools – Governing Data Production
– Extraction Transformation Load (ETL) Tools
– Mapping Spreadsheets
– Data Entry Forms
– Data Acquisition Tools

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• Data Usage Tools – Governing Data Usage
– Report Writer Tools
– Report Cataloging Tools
– Report Spreadsheet Log
– Analytical Tools

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• Data Administration Tools – Governing Data Administration
– Metadata Repository Tools
– Change Management Tools
– Database Administration Tools

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• Data Quality Tools – Governing Data Quality
– Data Profiling Tools
– Data Issue Logs
– Scrubbing and Matching Tools

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• Data Process Tools – Governing Data Process
– Workflow Management Tools
– Decision Making Process Tools
– Data Flow Diagrams

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• What will it take to purchase a tool?
– Resources that are accountable for acquiring a tool
– Platform to deliver the tool on
– Requirements for what you want the tool to do
– Development / testing time
– Training / education of people expected to use the tool
– Administration of the use of the tool
– Maintenance of the tool
Using D-I-Y Tools and Templates

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• What will it take to develop a tool?
– Resources that are accountable for developing a tool
– Platform to develop the tool on
– Requirements for what you want the tool to do
– Development / testing time
– Training / education of people expected to use the tool
– Administration of the use of the tool
– Maintenance of the tool

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• Examples of Tools and Templates You Can Build Yourself:
– Data Governance Maturity Model
– Operating Model of Roles and Responsibilities
– Common Data Matrix
– RACI Matrix
– Communication Plan Matrix

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INITIAL
LEVEL 1
DEFINED
LEVEL 3
MANAGED
LEVEL 4
OPTIMIZING
LEVEL 5
REPEATABLE
LEVEL 2
You
RISK
REWARD
DATA GOVERNANCE ROLES & ACTIVITY ADOPTION
Data Governance Maturity Model Evaluation
• No strict rules or procedures
• Data in multiple redundant formats
• No effort to inventory what exists
• Data begins to follow best practice
• Data roles defined; not institutionalized
• Technical aspects / Not quality managed
• Data Governance Program established
• Program enforces & tests data quality results
• Data and business activities integrated
• Metadata managed through formal practice
• Upper Management live data as an asset
• Data quality formal controls common-place
• Data follows continuous improvement
• Data projects scrutinized and managed
• Data completely documented and governed
30-50% organizations
operate at this level
15-20%
10-15%
5-10%
<5%

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• Operating Model

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• Common Data Matrix

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• RACI Matrix

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• Communication Plan Matrix

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• Requirements for Purchasing a Metadata Repository Tool
– Metamodels and Software Releases
– Extensibility
– Self-Defined Loads
– Role Representation
– Process Integration
Appropriate Tool Criteria

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• More Requirements for Purchasing a Metadata Repository Tool
– Change Control and Versioning
– Communications
– End User Requirements
– Training and Education
– Resource Requirements

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• Requirements for Purchasing a Data Governance Tool
– Business Glossary Capabilities
– Ability to Customize Attributes and Relationships between Attributes
– Ability to Customize Roles and Tool Use Capabilities
– Workflows for Issue Resolution, Approvals and other processes
– Data Policies, Standards and Processes
– Master Data and Reference Data Capabilities

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• More Requirements for Purchasing a Data Governance Tool
– Data Lineage Capabilities
– Impact Analysis Capabilities
– Data Profiling Capabilities
– Data Quality Scorecard Capabilities
– Data Issues Log Capabilities
– Internal Audit Capabilities
– Data Governance Metrics

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• Mapping to Basic Data Governance Needs
– 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

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• More Mapping to Basic Data Governance Needs:
– Model of Roles & Responsibilities
– Focus on Communications
– Sizing of the Data Quality & Data Governance Solution
– Stay Iterative and Incremental in the Approach
– Use of Internal Knowledge and Tools

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• The Tool Selection Process
– Define Requirements
– Define Tool Selection Criteria
– Define Funding and User Base
– Identify Appropriate Resources
– Research Products to Match Requirements
– Select a Finite Number of Vendors
– Craft and Send the Request for Proposal
Manage the Tool Selection Process

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• Set a Reasonable Schedule
Manage the Tool Selection Process
Deliverable / Event Date
Issue RFP April 21, 2017
Vendor confirm that a response is forthcoming April 22, 2017
Questions Due April 24, 2017
Respond to Questions / Issues April 28, 2017
Vendor To Submit Proposals May 1, 2017
Finalist Vendor Presentations Week of May 25, 2017
Finalize Agreement / Award Project June 2017
Begin Tool Installation July 2017

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• A Typical Request for Proposal (RFP) for a Data Governance Tool includes:
– Targeted Cover Letter
– Objectives
– Requirements and Capabilities Overview
– Weighted and Scoring Submissions
– Key Dates
– Required Content
– Point of Contact
– Appendix
• Descriptions and Specific Questions
– Data Governance Tool Requirements
– Metadata Tool Requirements
Components of a Request for Proposal (RFP)

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• Sample Objectives
Data Dictionary
Business Metadata
Business Explanation of Data in Systems
Data
Systems, Databases, Reference (Code) Data, Technical Metadata
Blue Vocabulary
Semantic Level
Terminology
Business Language We Use
MapstoHowUsed
Maps to
Multiple
Business Term
Standard Data Name
Business System
Data Name
Business System
Data Name
Business System
Data Name
System Data Name

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• Sample Scoring

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• During this webinar Bob discussed:
– Categories of data governance tools available on the market
– Using D-I-Y tools and templates to nail down business requirements
– How to define the appropriate tool criteria for your organization
– How to manage the data governance tool selection process
– The core components of a data governance tool request for proposal (RFP)
Summary

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• Questions and Answers
Summary

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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,
rseiner@tdan.com
@RSeiner @TDAN_com
Contact Information

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