Real-World Data Governance Webinar: Governance for Master Data

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Copyright © 2012 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
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Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
Real-World Data Governance
Governance for Master Data
How to Make the Relationship Work
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
July 18, 2013 – 2:00 p.m. EST

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Upcoming Webinars
• Real-World Data Governance – 2013 Monthly Webinar Series
– 08/15/13 – Good Data Governance to Great Data Governance
– 09/19/13 – Governing Customer Data – Is there a difference?
– 10/17/13 – Managing Governance Metadata for Mass Consumption
– 11/21/13 – Governing Data – Big and Small, Come One Come All
– 12/19/13 – Data Governance Expectations
 Visit DATAVERSITY.Net for More Information

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• Everything about Master Data screams for Data Governance.
• That is why you see the term Data Governance practically every time
Master Data is mentioned. It makes sense if you think about it.
• To direct Business Professionals to a Master Data resource that is not
governed would not make a lot of sense.
• Certainly would not be considered the “Master” place to go for data,
now would it?
Abstract

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• The July Real-World Data Governance webinar will focus on solidifying the
understanding of what it means to govern data in a Master Data
environment.
• The webinar will focus on the definition, production and usage of Master
Data and how governance can be applied to deliver this most valuable data
resource.
• Join Bob Seiner and DATAVERSITY for the July installment of the Real-
World Data Governance webinar series where the topic will be formally
applying Data Governance for Master Data.
Abstract

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• Governance – Execution of Enforcement of Authority
– Responsibility & Accountability
• Stewardship – Formalizing Accountability
– Formal – Recorded and Followed (Enforced)
– Informal – Not Recorded – “People Just Know” – or do they?
• Non-Invasive Approach
The practice of:
• applying formal accountability & behavior
• through non-invasive roles & responsibilities
• to existing and / or new processes
• to assure that the definition, production & usage of data
• guarantees regulatory compliance, security, privacy & quality.
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Definitions

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• Master Data – Certifiable & Reliable Data
– Master data objects are those core business objects that are used in the
different applications across the organization, along with their
associated metadata, attributes, definitions, roles, connections and
taxonomies.
David Loshin
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Definitions

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• Top Considerations for Master Data (in no specific order):
– 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
– Framework of Roles & Responsibilities
– Data Governance & Data Quality is NOT Optional
– Focus on Communications
– Expectations of the Data Quality & Data Governance Solution
– Staying Iterative and Incremental in the Approach
Considerations (Positive)

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• Top Avoidable Master Data Mistakes (in no specific order):
– Lack of Executive & Strategic Level Understanding & Support
– Lack of Program Accountability & Responsibility
– Lack of Definition of Best Practices as a Target Behavior
– Lack of Critical Analysis of Present Environment
– Inability to Select & Follow Suitable Approach
– Lack of Planning and Ability to Support Meaningful Initiatives
– Framework of Roles & Responsibilities
– Making Data Governance & Data Quality Optional
– Lack of Focus on Communications
– Improper Expectations of the Data Quality & Data Governance Solution
– Failure to Stay Iterative and Incremental in the Approach
Avoidable Mistakes (Negative)

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• Sit Back in Your Chair and Close Your Eyes and Listen to My Voice
• Think About …
– Only Your Master Data
– All of the People Associated With Your Master Data
– All of the Hard Work Associated With Your Master Data
– All of the Technologies Associated With Your Master Data
– All of the Users Associated With Your Master Data
– Would You Be Able to Deliver Master Data Without Data Governance
– How You Would Still Define, Produce and Use Your Master Data
– All Activities Associated with Your Master Data
– Whether or Not You Could Deliver Your Master Data
Deep Breathing Exercise Part I

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• Keep Your Eyes Closed and Keep Listening to My Voice
• Now Start Thinking About …
– Your Data Warehousing and Business Intelligence Data
– Your Package Implementations
– Your Application Development Efforts
– Whether or Not There Was Governance Applied to These Efforts
– Whether or Not These Initiatives Are Successful
– Whether or Not These Initiatives Are Being Used Today
– Levels of Governance Applied to These Efforts
– How You Do Not Want to Go Through THAT Again!
Deep Breathing Exercise Part II

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• Now Open Your Eyes and Start Thinking About the Relationship(s)
Between Governance and Master Data?
– Governance of All of the Work Associated with Master Data
– Governance of All of the People Associated with Master Data
– Governance of All of the Data …
– Governance of All of the Processes …
And What Benefits That Would Bring?
Deep Breathing Exercise Part III

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• Why Did We Do This Exercise?
• Has Bob Finally Cracked?
• The Answer to this Question is Obviously No!
• OK … The Answer May Depend on Who You Ask?
• Precursor to Exploring the Relationship (These Relationships)
and the Benefits of Governance for Master Data?
Deep Breathing Exercise Summary

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• Relationship 1: Master Data as Data
– Governed Data Definition
– Governed Data Production
– Governed Data Usage
• Relationship 2: Master Data as Process
– Process of Defining Data
– Process of Producing Data
– Process of Using Data
Making the Relationship Work

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• Relationship 1: Master Data as Data
– Data Structure and Design
– Data Movement
– Data Quality
– Data Storage
– Data Security
– Data Usage
– Data Communications

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• Relationship 2: Master Data as Process
– Process of Design Requirements
– Process of Metadata Requirements
– Process of Identifying Governance Roles
– Process of Identifying People into Roles
– Developing and Delivering Communications Related to Master Data
– PMO Processes Related to Master Data
– Development Processes Related to Master Data
– Metadata Processes Related to Master Data
– Certification Processes Related to Master Data

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Relationship 1:
Master Data as Data

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• Governed Data Structure and Design
– Conceptual, Logical and Physical Design of the Data
– Inclusion and Availability of the Meta-Data
– Accessibility to the Data and the Meta-Data
– Data Certification Process to Assure Quality of the Data and the Meta-Data
Relationship 1: Master Data as Data

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• Governed Data Movement
– Selection of the Data
– Extraction of the Data
– Transformation of the Data
– Loading of the Data

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• Governed Data Quality
– Quality and Certification of the Data
– Definition of Standards and Values of the Data
– Collection and Publication of Standards of the Data
– Recording Data Quality Issues of the Data
– Process of Resolving Data Quality Issues of the Data

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• Governed Data Storage
– Storage of the Data
– Present and Growth in Volume of the Data
– Security of the Data
– Retention and Life Cycle of the Data
– Backup and Recovery of the Data

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• Governed Data Security
– Security of the Data
– Classification and Handling of the Data
– Accessibility of the Data
– Risk Associated with Data

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• Governed Data Usage
– Definition and Production of the Data
– Availability and Access of the Data
– Understanding of the Data
– Production and Distribution of the Data
– Audit and Compliance of the Data

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Relationship 2:
Master Data as Process

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Relationship 2: Master Data as Process

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• Governed Data Function Requirements
– Defining Functional Requirements of the Master Data
– Documentation of the Requirements of the Master Data
– Approval of the Requirements of the Master Data
– Meeting Functional Requirements of the Master Data

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• Data and System Requirements
– Defining System Requirements for Master Data
– Documentation of the Requirements
– Approval of the Requirements
– Meeting System Requirements
– Design Constraints
– Performance Requirements
– Data Quality and Production Support Requirements
– Usability Requirements

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• Metadata Requirements
– Defining Metadata Requirements for Master Data
– Documentation of the Metadata Requirements
– Approval of the Requirements
– Meeting System Requirements
– Design Constraints
– Performance Requirements
– Metadata Quality and Production Support Requirements
– Metadata Usability Requirements

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Operational Level
Operational Data Stewards (existing)
Data Definers, Producers, Users
These people are presently defining,
producing and using data as part of their
jobs. Recording of the Operational Data
Stewards will be an important enabler of
improved communications, coordination
and cooperation among stewards.
Tactical Level
Data Domain Stewards
Per assigned Subject Areas
Data Steward Coordinators
One per Business Unit
Strategic Level
Data Governance Council
Data Governance Sponsors Group
or Group of similar participation. One person, plus
alternate, for each Business Unit represented & IT.
Consider financial services & human resources.
Executive Level
Data Steering Committee
Senior-most level knowledge of the program.
Leverage existing business structure as possible.
If no structure exists, utilize an IT Steering Committee
or an executive founded board or council.
Operational Level - Business Unit Specific
Strategic -
Enterprise
Tactical Level - Cross Business Unit
Executive
“Non-Invasive Data Governance”™ Operating Model
of Roles & Responsibilities
Escalation
/ApprovalPath
Copyright © 2009 - Robert S. Seiner - KIK Consulting & Educational Services, LLC - All Rights Reserved
Data
Governance
Program
Team
(DGPT)
IT
SubjectResource
Experts
Data Governance Program Team
Data Governance Team Manager
Responsible for Administering the Program,
facilitating use of the Data Governance Council,
communicating program components and value to the Organization.
Advisory assistance from other levels.
IT Subject Resource Experts
System/Data Resource Experts
IT Staff including Application
Development, Data Design,
Security, and other Data
Resource Management.
Com
m
unication
KIK Consulting & Educational Services, LLC
Process of Identifying Roles

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Process of Identifying People Into Roles
Associated with
Subject Area of Data
Associatedwith
AreaofOrganization

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Process of Developing & Delivering Data Communications

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PMO Processes Related to Master Data

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• Pro-Active Data Governance
– Build application of stewards into existing project management methodology
• Reactive Data Governance
– Build application of stewards into data quality methodology
– Build application of stewards into issue resolution process
• Triggers
– Using Stewards & Recorded Steward Metadata to Demonstrate Communications
Improvement
• Escalation & Resolution
– Using Stewards & Recorded Steward Metadata to Get … the “Right” People Involved in
the “Right” Decisions at the “Right” Time.
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PMO Processes Related to Master Data

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DATA DEFINER
DATA
PRODUCER
DATA STEWARD
COORDINATOR
MASTER DATA GOVERNANCE ACTIVITY MATRIX
MASTER DATA
DEVELOPMENT
LIFE CYCLE
(MDDLC)
INFORMATION
GATHERING
(DOMAIN, SYSTEM,
STEWARDS)
OPERATIONAL DATA STEWARDS
DATA USER
DATA DOMAIN
STEWARD
(or designee)
DATA DOMAIN / LOB/FUNCTIONAL AREA
ASSESSMENT &
REQUIREMENTS
PLANNING &
ANALYSIS
SOLUTION DESIGN
SOLUTION
DEVELOPMENT
SOLUTION TESTING
SOLUTION
IMPLEMENTATION
SOLUTION
MONITORING &
MAINTENANCE
Activity initiated re: this domain,
Data Domain Steward is involved
in identifying and recording info
related Domains, Systems,
Stewards per issue or task.
Activity initiated re: this domain,
Steward Coordinator is involved in
identifying Operational Stewards
in this LOB/FA that should
participate in this work flow.
Assure appropriate business
meta-data is recorded.
Propose alternatives
for data definition
solution that best fits
with defined
requirements.
Provide input to the
development of the
data production
solution.
Coordinate tasks associated
conducting the assessment and
requirements steps.
Provide definition
requirements &
gathering document.
Define data needed to
operate business &
report results.
Test data solution
from a definition
perspective. Assure
that appropriate
business meta-data is
recorded.
Provide production
requirements per
definition. Produce
data needed to
operate business &
report results.
Produce user
requirements. Use
data needed to
operate business &
report results.
Coordinate activities of
Operational Stewards including
project timelines, status reporting,
tactical decision making. Assure
appropriate business meta-data is
recorded.
project timelines, status reporting,
tactical decision making.
Provide data
definition guidance to
build the appropriate
solution.
Provide data
production guidance
to build the
appropriate solution.
Provide data usage
guidance to build the
appropriate solution.
conducting planning and analysis
steps.
for data production
that best fits with the
data definition
solution and defined
requirements.
for data usage
solution that best fits
with defined
requirements.
timelines, reporting. Propose
solution to Data Domain Steward.
Assure appropriate business
conducting planning and analysis
steps. Accept or Resolve solution
from the Steward Coordinator.
Coordinate activities of all
individuals related to development
work including timelines, status,
tactical decision making.
SYSTEM SMEs
IT
DATA SMEs
Test data solution
from a production
perspective. Assure
that appropriate
recorded.
Test data solution
from a usage
perspective. Assure
that appropriate
recorded.
Coordinate activities of the
Operational Stewards related to
testing work including timelines,
status, tactical decision making.
solution implementation including
timelines, status, tactical decision
making.
solution monitoring &
maintenance including timelines,
status, tactical decision making.
Perform EIS system testing.
Assure that appropriate technical
Perform EIS data testing. Assure
that appropriate technical meta-
data is recorded.
Coordinate and manage all
technical aspects of data solution
development. Assure that
appropriate technical meta-data is
recorded.
technical aspects of system
solution development. Assure
that appropriate technical meta-
data is recorded.
Coordinate system design with
Data Domain Stewards and
Steward Coordinators.
Coordinate data design with Data
Domain Stewards and Steward
Coordinators.
planning and analysis with Data
Coordinators.
technical aspects of data planning
and analysis with Data Domain
Stewards and Steward
Coordinators.
assessment & requirements
gathering with Data Domain
Coordinators.
technical aspects of data
assessment & requirements
gathering with Data Domain
Coordinators.
technical aspects of data
information gathering with Data
Coordinators. Assure appropriate
technical meta-data is recorded.
information gathering with Data
Coordinators. Assure appropriate
technical meta-data is recorded.
Participate in data
definition information
gathering as needed.
Participate in data
production
information gathering
as needed.
Participate in data
usage information
gathering as needed.
solution implementation.
solution monitoring &
maintenance.
implementation.
monitoring & maintenance.
Coordinate business tasks
associated with solution testing
steps.
associated with solution
implementation.
associated with solution
monitoring & maintenance.
As part of daily job,
identify operation
data issues pertaining
to their domain of
data.
identify operation
to their domain of
data.
identify operation
to their domain of
data.
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Development Processes Related to Master Data

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Legend: Gray Block w/Bold X = Active Participant, Block w/Dull X = Optional Participant, * See Appendix for Template
Outcome / DeliverablesProcess Step
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Meta-Data
DomainStewards
Meta-Data
DataStewardCoordinators
Meta-Data
SysSMEs&DataSMEs
Meta-DataDefiners
Meta-DataProducers
Meta-DataUsers
Meta-Data Stewards
Mapped to Meta-Data
Processes
Conceptual Model
of Taxonomy
Data Analysis for Data Listed in
Step 3
Mapping of Source Data to
Data
Change Control, Versioning &
Security Requirements
Documentation Validating
“Best” Source
Data Movement, User Interface
& Functional Development
Data List Per
Business Requirements
Attributed Logical Model of
Taxonomy
XX X X X X Sign Off of Data Validation
in the Repository
X
X X
X
1. Develop Conceptual Model /
Data Taxonomy
4. Conduct Data Analysis of Attributes Using
Data Analysis Template
5. Map Sources of Source Data to
Repository Data Structures
6. Assess Change Control, Versioning, Security
7. Selection of the “Best” Source
for the Data
8. Design and Develop the
Data “Engine” and User Interface
2. Further Develop Logical Model
Including Attribution of Entities
9. Validate and Test Data
3. Specify Which Taxonomy Attributes Will Be
Included in the Repository
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Metadata Processes Related to Master Data

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Certification Processes Related to Master Data

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• Master Data as Data
– Governed Data Definition
– Governed Data Production
– Governed Data Usage
• Master Data as a Process
– Process of Defining Data
– Process of Producing Data
– Process of Using Data
Summary

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Upcoming Webinars
• Real-World Data Governance – 2013 Monthly Webinar Series
– 08/15/13 – Good Data Governance to Great Data Governance
– 09/19/13 – Governing Customer Data – Is there a difference?
– 10/17/13 – Managing Governance Metadata for Mass Consumption
– 11/21/13 – Governing Data – Big and Small, Come One Come All
– 12/19/13 – Data Governance Expectations
 Visit DATAVERSITY.Net for More Information

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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, 412.220.9644 (Fax)
rseiner@kikconsulting.com
rseiner@tdan.com
Contact Information

Real-World Data Governance Webinar: Governance for Master Data

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