The First Step in Information Management

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Ends Vs. MeansThe Role of Data Models & Other Key Artifacts

Monthly CDO Webinar Series

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#CDOVision March 3, 2016

CDO Vision – Upcoming Webinars

CDO Vision 2016 Schedule−April 7 Open Mic: Kelle and a special guest answer your most pressing data questions!−May 5 A compelling statement to corporate leaders: Why you must address EIM and DG − June 2 CDO Interview: TBD

#CDOVision

First Thursday of every month at 2 PM ET Produced by DATAVERSITY, brought to you

by First San Francisco Partners

Today’s Agenda

Role of data models New categories of tools and new artifacts New applications of old standbys

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Data Models

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Data Models for Data Model Management sake

Data governance inspires modeling − But not the way we always

wanted to do it

Patterns – good Abstraction – ok Over abstraction – bad Practical trumps technique

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Old practices

Complete model before doing anything else Not accepting standard models Not being creative in population of domains / subjects

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Life cycle and timing of Data Model activity Seed

•Acquire •Buy •Steal

•Pattern

Align & Identify

Core

Useful conceptual

Useful logical

Physicals •Rationalize

to technology

Cross walk / Instant-iate

Theme = Useful

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New Artifacts and Tools

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What is a BIR™ ?

An expression of data or information needs that are required to achieve enterprise goals While usually best expressed as a metric, measure, or KPI, BIRs can also be highly visible

facts, events, codes, identifiers and lists Key point – need to capture all contexts at same time

− Not in separate efforts Fact – operational systems Metric – Report or BI Event – Separate packages

Example - Number of admissions− Fact− Metric− Event− All of the above?

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BIR™ Benefit

Business Information

Requirement

Provide EA with arch criteria for infrastructure

Provide IA/ DM with context,

data elements, dimensions

Provide BI / Analytics with requirements

Provide APpDev with

requirements

Provide DG with definitions and

content for stewards

Provide Compliance with documentation for regulators

Provide mgmt with evidence of

alignment

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Elements of a BIR™ - Atypical meta data BIR Description

Detailed definition, not the calculation or rule

RULE or ALGORITHM A business explanation of how to calculate the metric or a description of any rule. It should be at the level where a data analyst could reproduce a query, or a data

architect can model the components of the rule.

OBJECTIVESThis section relates business goals and objectives to the specific BIR, i.e. what goals or objectives are measured or addressed. They are taken from business plan or

interviews

RELATED DIMENSIONS

Dimensions are those data elements that the business uses to "slice and dice" numbers. For example, often a basic metric needs to be drilled into "BY" a certain dimension, such as Sales BY Region. A consistent and well managed list of this reference data is a powerful asset, so this section is for listing and defining how a metric

could potential be drilled into, or parsed

RELATED ENTITIESList possible data entities subjects or other data sources required to produce this measure

RELATED ACTIONSSpecific actions, events, or processes enabled by producing the measure , I.e. what is done with this measure, what decisions are made? IF this metric could be

delivered with perfection, what is DIFFERENT? What is ENABLED?  

SUMMARIZATION Describe which time periods must be consistently summarized, e.g. Day, Week, Month

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pg 12

Tools

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Data governance −Work flow − Taxonomic

Data management − Self service −AI

NoSQL −Graph

Artifacts

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From last month – formal business alignment and strategy

Policies and Principles Context aware glossaries

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New Applications (of old stuff)

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Operating Models Direction

TBD

Enterprise Data Committee

Business Data Stewards

Data Governance Steering Committee

Business UnitOfficers

Data Owners IT Partner(s)

Data Governance Office (DGO)

Management

Execution

Technical Data Stewards

Local Data Governance Working Groups

Chair: Enterprise Data Officer

Chair: Data Governance Office Lead

IT Partner(s)Sr. ExecutivesBusiness Units

Business & Technical Data SMEs

© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential pg 15

Operating Models Direction

TBD

Enterprise Data Committee

Business Data Stewards

Data Governance Steering Committee

Business UnitOfficers

Data Owners IT Partner(s)

Data Governance Office (DGO)

Management

Execution

Technical Data Stewards

Local Data Governance Working Groups

Chair: Enterprise Data Officer

Chair: Data Governance Office Lead

IT Partner(s)Sr. ExecutivesBusiness Units

Business & Technical Data SMEs

Accountable Executive

Business Data Steward

Local Data Governance Working Group

Data Owner / Business Steward Lead

Account Domain

© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential pg 16

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Process model for data

Sample DG Training PlanLevel

Orientation Education Training Class # - 1 - 2 - 3

Unit Unit # Level # Module Name Master the WHY;

Concepts & Value Master the WHY and

WHAT ; Actions, sequence, measures

Master the WHY, WHAT and HOW; Techniques, tasks, tools

Abstract

n/a 002

1 DG Concepts Definitions, Value and Concepts

NA

2

DG Framework Principles and Standards; Best practices

NA

Data Governance Processes,

Organizations

2

DG Orientation DG Road Map, Maturity levels, Policies and Measurements Framework, incl. Principles, Value and Vision

a. Audience: Business & IT Leadership b. Purpose: To present the DG program to familiarize employees c. Key Learning Objectives i. Describe DG program at the company wide and LDG levels ii. Discuss maturity levels, standard, principles

EIM Guiding Principles, Supporting Standards

EIM Principles Orientation a. Audience: Leadership, Business line employees, IT b. Purpose: To present EIM principles and Supporting Standards within context of DG roadmap c. Key Learning Objectives i. Describe components of a standard and guiding principles ii. Discuss existing standards and guiding principles

Data Governance Processes,

Organizations

3

DG Program Training DG Road Map, Specific supported initiatives, detailed

project plans and activities

a. Audience: Business & IT Leadership, business line employees, IT b. Purpose: To present the DG program to familiarize employees c. Key Learning Objectives i. Describe DG program at the company wide and local levels ii. Discuss initiatives, activities and overview of roles iii. Discuss initiatives, project plans and activities

EIM Guiding Principles, Supporting Standards

EIM Standard Training a. Audience: Council, DG functions - hands on workshop b. Purpose: To present an overview of standards and guiding principles, then actually define them c. Key Learning Objectives i. Describe components of a standard and guiding principles ii. Discuss existing standards and guiding principles iii. Construct a target standard and guiding principle

Business Glossary 103 1

Overview for leadership DG Framework, incl. Principles, Value and Vision

Using the Business Glossary - this could be technical on-hands training for managers or demo

a. Audience: Business Leadershipb. Purpose: To give an overview of meta data, its importance and usec. Key Learning Objectives: i. Describe the role of meta data in organization ii. Define what meta data can do for in terms of usage iii. Practice hands on tool training or Administer demo of the Business Glossary

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Thank you!John Ladley

john@firstsanfranciscopartners.com

Kelle O’Nealkelle@firstsanfranciscoparners.com

Next in the CDO Vision series:April 7, 2 PM ET

Open Mic: Ask John and Kelle your pressing data questions!