THE DATA GOVERNANCE WORKSHOP The Practical Data Governance Workshop

Introduction to services

We help organisations get more value from their Data

5 Core practice areas covering both business and architecture aspects of data management Service delivery through: Onsite consulting

Onsite / Offsite Managed Services

Expert users of technology accelerators for bridging technology & business Data gap

Architecture

Lean Data Management

Focus on reducing waste & minimising TCO Unification of unstructured information / knowledge management & structured data management

Key mantra is minimising time spent on building solutions customers do not want

Shorter iterations Prototyping & Minimum Viable Products

Actionable metrics

Lean Information Management

Cross functional teams

BuildMeasureLearn cycle Early adopters

Unique Value Proposition Experience & expertise Founders have over 40 years experience working with data Skilled in defining data strategy and implementing data architecture, governance and analytics solutions

Focussed on delivering business value Align data strategy with client’s strategic goals Work packages based on business case and ROI

Lean, agile & iterative approach Hybrid consultancy model to scale to meet demand Partner with innovative vendors of data tools software

Tooling & Partners Data to Value industry partners

We have a number of industry partnerships that allow us to hit the ground running We also use industry leading platforms such as AWS for hosting and Tableau for Data Visualisation Our focus is on providing customers with the most appropriate tooling to continue to make progress after initial projects have completed

& platforms:

Lean Approach – Iterative Process Maturity benchmarking Data Profiling & Data Discovery Harvest key metadata (apps, lineage, processes etc.) Review issues using visualisations & dashboards Prototype data solutions Implement practical

Test rules & capture metrics Generate risk & cost metrics Capture quality, governance & modelling notes

Integrated Approach data quality & governance metrics data profiling & metadata discovery

data models, glossaries & dictionaries

ontologies controlled vocabularies

disparate data & metadata

Typical Outputs

DQ Issue lists & KPIs to guide decision making

Dashboards articulating the data quality issues that are holding you back

Models, Knowledge Graphs & Glossaries to understand what data assets you have

Ready to use Prototypes & POCs

Clean, actionable & well structured data in a variety of formats

Powerful, interactive visualisations

Passionate, Innovative, Lean Lean Information Management specialists Data to Value Ltd. 2nd Floor Elizabeth House, Waterloo, London SE1 7NQ United Kingdom T +44 (0) 208 278 7351 www.datatovalue.co.uk [email protected]

Tomáš Bárta Co-Founder and Managing Director of SEMANTA. My passion is innovation and bringing fresh, sometimes disruptive and hopefully smart ideas into the "business-as-usual" world. It fascinates me how remarkably different our experiences are when we compare searching for something on the internet to searching for information inside corporate firewalls. For more than 15 years, my key professional domain has been Business Intelligence and Data Governance. And I’m currently trying to solve the puzzle of "how to make any corporate information easily searchable and quickly accessible." To this end, my company, SEMANTA is the producer of the most advanced off-the-shelf Data Governance and BI portal solution on the market.

Semanta © 2016, All rights reserved, Strictly confidential

Peter Hora Co-founder and Lead Designer of SEMANTA. My passion is innovation and bringing fresh, sometimes Information has been dwarfed by technology for too long. I think there's a change coming and I'm working hard to make an information system that's for people and not robots.

Specialties: Information architecture, Metadata management, Data modeling

Semanta © 2016, All rights reserved, Strictly confidential

Workshop Topics • 9:30 – 11:00 • Theory - "where it begins..." • definitions and overview

• WHY?

• Reality – "where it ends...." • lessons learned and common mistakes

• WHO?

• •

11:15 – 13:00 Practical Data Governannce • 4 simple steps to make it happen • the right approach to get DG off the ground.

• WHAT? • WHEN?

• HOW?

Putting it in Context

Why even bother?

2006

• growing complexity information • knowledge is spread in company and scattered in peoples heads

• no single system can contain all your information • growing regulatory and compliance requirements

Where we are, right now? there is a strong voice…

there is community… • 100+ data governance related groups • 200+ information governance groups • thousands of individuals

solid theoretical resources…

standards… DMBOK ITIL COBIT 5 Mike 2.0 TOGAF etc.

even cartoons…

industry definitions (1/2) “Data Governance is the exercise of authority and control (planning, monitoring, and enforcement) over company: European retail bank - 3 mil+ clients the management of data assets.” goal: “we need to introduce common definitions - glossary” DAMA International

team: 2-3FTE analysts working guided by DAMA 9 months

“Data Governance is with the complex formal orchestration of people, output: robust methodology and thorough workflow design withprocesses, 20+ steps and states, bullet-proof roles and responsibilities. and technology to system enableofan organization to Requirementsleverage for the tooldata to support design. asset.” as anthe enterprise It was very thorough, very sophisticated, addressing every possible MDM Institute situation, however simple PoC (investment of 10MDs) had quickly proven, that it won`t work.

“Data Governance is a system of decision rights and finally: project was suspended for years accountabilities for information-related processes, lessons learned: it`s good ideato to agreed-upon - 1/ start and continue withwhich small practical executed according models exercisesdescribe rather than withcan (big)take theoretical 2/ start who what paperworks, actions with whatpicking with low hanging fruit like governing systems and data rather than governing information, and when, under what circumstances, glossary and definitions. using what methods.” The Data Governance Institute

industry definitions (2/2) “Gartner defines information governance as the specification of decision rights and an accountability company: European retail bank - 3 mil+ clients framework to ensure appropriate behavior in the valuation, creation, storage, use, archiving goal: “we need to introduce common definitions - glossary”and deletion of information. It includes the processes, team: 2-3FTE analysts working guided by DAMA 9 months roles and policies, standards and metrics that ensure output: robust methodology with complex andinformation thorough workflow the effective and efficient use of in design with 20+ stepsan and states, bullet-proof system its of roles and responsibilities. enabling organization to achieve goals.” Requirements for the tool to support the design.

Gartner

It was very thorough, very sophisticated, addressing every possible situation, however simple PoC (investment quickly proven, “Information governance, or IG, of is 10MDs) the sethad of multithat it won`t work.

disciplinary structures, policies, procedures, processes finally: wasimplemented suspended for years andproject controls to manage information at an enterprise supporting lessons learned:level, it`s good idea to - 1/ an startorganization's and continue with small practical immediate regulatory, legal, risk, exercises ratherand than future with (big) theoretical paperwork, 2/ start picking with lowenvironmental hanging fruit like governing systems and data rather than governing and operational requirements.” glossary and definitions. wikipedia.org

DMBOK wheel

DG ORANISATION

So, what`s the problem? Data governance has a reputation for being a daunting task that is prone to delays and company: European retail bank - 3 mil+ clients failure. goal: “we need to introduce common definitions - glossary” team: 2-3FTE analysts working guided by DAMA 9 months to

output: robust methodology with complex and thorough workflow design with 20+ steps and states, bullet-proof system of roles and responsibilities. Requirements for thearen`t. tool to support the design. It was very thorough, very sophisticated, addressing every possible situation, however simple Pock (investment of 10MDs) had quickly proven, that it won`t work.

….

finally: project was suspended for years lessons learned: it`s good idea to - 1/ start and continue with small practical exercises rather than with (big) theoretical paperwork, 2/ start picking with low hanging fruit like governing systems and data rather than governing glossary and definitions.

It`s failing too often…. Semanta © 2016, All rights reserved, Strictly confidential

why? We`re making it too complex

our approach?

High-level Map

Detailed Map

DG Checkpoint

DG at your Fingertips

Get it under control Establish checkpoints everywhere; data definitions, structures and ownership can change. Ensure that your Information Catalogue is connected into on-going change.

REFLECT THE CHANGE Outputs: • An HR DG checkpoint • A PM office checkpoint • A Change Management checkpoint • An Incident Management checkpoint

TAKE CONTROL Engaged staff: *) • HR dept • analysts • developers *) on top of those already engaged

Demand management

Approval and change workflows

Discussion Peter Hora

Requested review

Can you give this an eye?

Approve

Add a comment

Reject

High-level Maps

Detailed Maps

DG Checkpoints

DG at your Fingertips

Get them connected and harvest the fruit, work for people Get them all connected. Data supply team connected with data consumers. Start the information community in action.

ENABLE COLLABORATION Outputs: • collaboration and sharing enabled from anywhere • instant access to inventories from anywhere • data discovery enabled

CONNECT PEOPLE Engaged staff: *) • ordinary day-day data consumers *) on top of already engaged

EXCERCISE #4 Instead of Email, Word, Excel The Data Governance Tomorrow

Semanta © 2016, All rights reserved, Strictly confidential

Instant access to inventories from anywhere

Collaboration and sharing enabled from anywhere

Ask steward a question

CANCEL

SEND

Data discovery enabled

High-level Maps

Detailed Maps

DG Checkpoints

DG at your fingertips

people

reports

monitoring

AIR

systems

data

workflow

Order Book

search

glossary

impact analysis

Collaboration

wiki

connectors

DQ dictionary

diagraming

Semanta © 2016, All rights reserved, Strictly confidential

Summary …..

Semanta © 2016, All rights reserved, Strictly confidential

EXCERCISE Where are we going? The Data Governance Tomorrow

Semanta © 2016, All rights reserved, Strictly confidential

“make your company`s information each day a bit more trusted and more accessible”

Semanta © 2016, All rights reserved, Strictly confidential

like access to information

like communication around information

Semanta © 2016, All rights reserved, Strictly confidential

TAKEAWAYS • THINK SIMPLE

“make your company`s information each

day a bit clearer and more accessible “

• START SMALL

start with you and your department….

• HAVE A TOOL

+ 4 STEP method

• JUST DO IT Semanta © 2016, All rights reserved, Strictly confidential

Thank you

Semanta © 2016, All rights reserved, Strictly confidential