RWDG Slides: Governing Data Governance and Master Metadata

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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
Governing Data Governance and Master Metadata
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
April 20, 2017 – 2:00 p.m. EST

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#RWDG @RSeiner
• Real-World Data Governance – Monthly Webinar Series
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Real-World Data Governance
Current Events

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#RWDG @RSeiner
• Data Governance and Master Data Metadata are types of metadata
collected about the accountability for [master] data across the organization.
• These are types of data about data – but better still they are metadata that
can be used to effectively operationalize a [master] data governance
program.
• And these types of metadata need to be governed.
Abstract

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#RWDG @RSeiner
• During this webinar I will discuss:
– A Description of Data Governance (DG) and Master Data (MDM) Metadata
– Requirements for DG and MDM Metadata
– Where DG and MDM Metadata Comes From
– Using DG and MDM Metadata to Operationalize Data Governance
– Tools and Templates for Collecting DG and MDM Metadata
Abstract

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• Data Governance
– Data Governance is the Execution and Enforcement of Authority
Over the Management of Data and Data-Related Resources.
• Data Stewardship
– Data Stewardship is the Formalization of Accountability
Over the Management of Data and Data-Related Resources.
Definitions

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• Master Data
– Data that represents the business objects which are shared across
the enterprise.
• Metadata
– Data stored in IT Tools that improves both the business and technical
understanding of Data and Data-Related Resources.
Definitions

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• Metadata Definition Breakdown
– Data
– stored in IT Tools
– that improves
– both the business and technical understanding of
– Data and Data-Related Resources.
Definitions

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• What aspects of Metadata need to be governed?
– Definition of Metadata
– Production of Metadata
– Usage of Metadata
– Change Management of Metadata
– Collection of Metadata
– Distribution of Metadata
Governing Metadata

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• Governing the Definition of Metadata
– Who defines the process for defining metadata (requirements)?
– Who should be involved in the process?
– Who makes the decision if we cannot agree?
– Who facilitates the metadata process?
Governing Metadata

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• Governing the Definition of Metadata
– What metadata will be collected?
– Where will the metadata be collected?
– Who will collect the metadata?
Governing Metadata

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• Governing the Production of Metadata
– Who defines the process for producing metadata?
– Who should be involved in the process of producing metadata?
– Who makes the decision if we cannot agree on how metadata is produced?
– Who facilitates the metadata production process?
– Who enforces metadata production process?
Governing Metadata

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• Governing the Usage of Metadata
– Who defines the process for using the metadata?
– Who should decide who gets to use the metadata?
– Who makes the decision if we cannot agree on how metadata is used?
– Who facilitates the metadata usage process?
– Who enforces metadata usage rules?
Governing Metadata

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• Governing the Change Management of Metadata
– Who is responsible for making certain metadata is kept up to date?
– Who is responsible for kicking off the metadata change process?
– Who is responsible for validating and approving metadata changes?
Governing Metadata

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• Governing the Collection of Metadata
– Who decides where the metadata will be collected?
– Who manages the metadata at its collection point?
– Who owns the metadata collection point and the process?
Governing Metadata

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• Governing the Distribution of Metadata
– Who decides how the metadata will be distributed / made available?
– Who decides what tools will be used to distribute metadata?
– Who will manage the metadata distribution tools?
Governing Metadata

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• Information that is required to govern data.
Data Governance Metadata
DATA
GOVERNANCE
METADATA
PEOPLE
DATA
PROCESS
RULES
ENFORCE
ENGAGE
RELATION
RESOURCE

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• People metadata
• Data metadata
• Process metadata
• Rules metadata
DATA
GOVERNANCE
METADATA
PEOPLE
DATA
PROCESS
RULES
ENFORCE
ENGAGE
RELATION
RESOURCE

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• The relationship between People and Data
• The Data that is a resource to Process
• The Process for engaging people with the Rules
• The enforcement of Rules through People
DATA
GOVERNANCE
METADATA
PEOPLE
DATA
PROCESS
RULES
ENFORCE
ENGAGE
RELATION
RESOURCE

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• Information that is required to govern Master Data.
Master Data Metadata
MASTER
DATA
METADATA
STANDARDS / VALUES
DATA
SOURCE
TRANSMISSION
GOVERN
GOVERN
GOVERN
GOVERN

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• Standards / Values metadata
• Data metadata
• Source metadata
• Transmission metadata
MASTER
DATA
METADATA
STANDARDS / VALUES
DATA
SOURCE
TRANSMISSION
GOVERN
GOVERN
GOVERN
GOVERN

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• Record the Standards / Values necessary to govern the Data
• Record the Sources of Data that will be governed
• Governing the way the MDM Data will be Transmitted
• Governing how the Standards / Values will be Transmitted
MASTER
DATA
METADATA
STANDARDS / VALUES
DATA
SOURCE
TRANSMISSION
GOVERN
GOVERN
GOVERN
GOVERN

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• Master Data Transmission Approaches
– Data consolidation – integrated hub for replication to other systems.
– Data federation – single virtual view
– Data propagation – copying master data from one system to another

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• Recognize Accountability for Data
• Record Accountability for Data
• Formalize Accountability for Data
Requirements for Data Governance Metadata

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• Demonstrate Shared Management of Data
• Facilitate Shared Management of Data
• Enforce Shared Management of Data

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• Recognize Accountability During Process
• Record Accountability During Process
• Formalize Accountability During Process

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• Business Definition
• Data Lineage
• Usage Rules
• Standards / Values
Requirements for Master Data Metadata

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• Record Governing Data Actions
– Definition
• Who Defines the Data
• How and When the Data is Defined
– Production
• Who Produces the Data
• How and When the Data is Produced
– Usage
• Who is allowed to Use the Data
• How and When the Data is Used
Requirements for Master Data Metadata

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• Projects
– Leverage accountability made obvious by important projects
• Data Warehouse / Business Intelligence
• Application Development
• Data / System Integration
• Transformation Efforts
– Why projects?
• Because naturally they select the “right” people who know the data
• Because naturally the stakeholders and decision makers are engaged
• Because they recognize the appropriate people in the projects
Where Data Governance Metadata Comes From

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• Policy
– Policy defines and gives specific accountability for data.
– Policy or charter may define the role of
• The Data Governance Council
• The Data Governance Office
• The Data Trustees
– or Data Domain Stewards or Data Subject Matter Experts
• The Data Owners
• The Data Stewards

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• Inventory and Research
– Software Applications
– Information Systems
– Use the Common Data Matrix
• Record what???
– Data Subject Areas
– Data Subject Matter Experts
– IT Data SMEs
– IT System SMEs
– Data Stewards
– Business Area Steward Coordinators

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• Data Diligence and Discipline
• Data Definition and Tools
• Data Production and Tools
• Data Usage and Tools
Where Master Data Metadata Comes From

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• Data Governance Bill of “Rights”
– Getting the “right” people
– Involved in the “right” way
– At the “right” time
– Using the “right” data
– To come to the “right” decision
– At least most of the time.
Using DG Metadata to Operationalize Data Governance

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• Educating the Stewards
– About the data rules
– About how the data rules are being enforced
– About the data standards and enforced
– About how the data is shared and with who
– About the impact of their relationship to the data
– About getting the stewards to behave as stewards

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• To Enforce Data Rules
– Data Protection Rules
– Regulatory Reporting Rules
– Business Rules
• Measuring and Reporting Improvements
– Percentage of Staff Educated
• Accountability Based on Relationship to Data
• On Classification and Handling Rules
• Orientation, Onboarding and Ongoing
– Improvement of Data Passing Quality Checks

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• Data Standardization Process Similar in these instances:
– Master Data Quality Standards
– Data Integration Efforts
– Transformation Efforts
Using MDM Metadata to Operationalize Data Governance

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• D-I-Y Tools and Purchased Data Governance Tools
– Common Data Matrix
– Data Governance Activity Matrix
– Data Governance Communication Plan Matrix
– Data Governance Tools
– Metadata Management Tools
Tools and Templates for Collecting DG Metadata

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• Common Data Matrix

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• Common Data Matrix

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• Data Governance Activity Matrix

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• Data Governance Communication Plan Matrix

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• Data Governance Tools
– Popular Data Governance Tools on the Market
– Metadata Repository Tools
– Spreadsheets
– Whatever tools you have in your data ecosystem

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• Master Data Management Tools
– Popular Master Data Management Tools on the Market
– Data Modeling Tools
– Data Movement Tools
– Data Reporting and Analytics Tools
– Metadata Repository Tools
– Spreadsheets
– Whatever tools you have in your master data ecosystem
Tools and Templates for Collecting MDM Metadata

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#RWDG @RSeiner
• During this webinar I discussed:
– A Description of Data Governance (DG) and Master Metadata
– Requirements for DG and Master Metadata
– Where DG and Master Metadata Comes From
– Using DG and Master Metadata to Operationalize Data Governance
– Tools and Templates for Collecting DG and Master Metadata
Summary

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#RWDG @RSeiner
• Real-World Data Governance – Monthly Webinar Series
– May 16, 2017 – An Operating Model of Data Governance Roles
• Questions and Answers
Summary

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#RWDG @RSeiner
• 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
@RSeiner #RWDG
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RWDG Slides: Governing Data Governance and Master Metadata

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RWDG Slides: Governing Data Governance and Master Metadata