As part of Sandhill Consultants ongoing commitment to the modeling community, in this webcast attendees will learn what are the best practices, standards and procedures metrics needed for the development and support of meaningful data governance. Sandhill’s recognized industry consultants will describe the fundamental elements of reusable and interoperable data objects and how they can be measured in an enterprise context, forming the basis for successful oversight. Essential properties of data objects, location in the enterprise and meaning, will be explored. A technology demonstration of data object standardization and enterprise mapping is included using industry data modeling solutions CA’s ERwin Data Modeler, Sandhill Consultants’ Enterprise Modeling Set of Standards (EM-SOS!) and Casewise’s Corporate Modeler.

1. What CDOs Need to Know
Foundations of Data Governance
September 24, 2013
Ham Hayes - Sandhill Consultants
Marcie Barkin Goodwin -
Axis Software Designs

2. 2
Hello CDO (and friends)
 If your title is Chief Data Officer, or you are acting in that role,
Welcome! Also welcome to everyone who has responsibility
for the health and welfare of your organization’s data.
 As CDO or equivalent, you likely have the responsibility of
assuring that the corporate asset called ‘data’ serves your
business with speed, integrity and trustworthiness.
 You are also possibly in an organization that is looking for
help.
 To make your life easier and your business more successful,
we want to share a foundation of key concepts, strategies and
implementation techniques to address that responsibility.

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Data Governance
 Ironically, there is no standard definition
 There are a number of similarities among the varying
definitions that when combined, can help us understand and
build a foundation of value to the organization
 First Principle: Data is an asset, even your most valuable
asset. Treat it that way.
 Second Principle: Data, its design, construction and use,
need to be managed.
 Third principle: Organizations which fail to define and
implement Policies to govern the first two principles are
likely to struggle to succeed.
 Fourth Principle: Ignorance is not bliss. You need to
know what you have and be able to prove that you are
using it effectively.

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Critical Factors
 Governance must operate in today’s context
 Business and regulatory velocity and volatility at a high level
 Response to market dynamics: the timing for getting new
applications into operation is critical
 Trusted data: high data quality and interoperability essential to
competiveness and sound business responses
 Dynamics and trust often are in conflict
 A Governance Framework should address:
 Data quality
 Data management
 Data policies
 Business process
 Risk management

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= An Integrated, Standards-based System
The Goverance Landscape
Policy
Governance and
Stewardship
Taxonomy
Organization of
Knowledge
StandardsProcedures
Consumer / Validator
Business
Requirements, Metrics
Responsibility
•Identify business vision
•Ensure data consumers participate
•Set principles to achieve business vision
•Identify business success metrics
•Align Policies, Standards, Procedures
•Define a culture of success
•Develop trusted metrics
•Demonstrate traceability
to financial results
•Measure quality
improvement initiatives
•Identify required controls
•Define performance
measurement and
management
•Co-develop analytical
capabilities
•Co-plan budget &
schedule
•Implement maturity
plan
•Develop data/software
classification framework
•Define processes to
support the business
•Identify standards based
life cycle
•Build policies into processes
•Define accountability
•Define partner roles
•Define communications policy
•Provide/use feed back mechanisms
•Respond to change
•Use a consumer friendly vocabulary
•Publicize corporate standards & policies
Both Individual
Components
And a Collective System

6. 6
Issues From The Field
 Most companies that we talk to initially think
they are OK and in reality they are not
 Everyone thinks they have standards
 Many have some standards, but most don’t have procedures
which are equally as critical
 Assessments typically show many disconnects and gaps
 Most companies would be shocked by what is missing, aka
“The Gap”
 Generally what you have in place is only a subset of what you
need
 The importance of data governance has not been widely
recognized, and that is changing
 In many cases, the knowledge, skills and resources are not
available to close ‘The Gap’, threatening the effectiveness of
your environment

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How do you know what you don’t know?
 An assessment tells you where you are
now.
 Take a free assessment to see where you are.
 At http://www.sandhillconsultants.com/EMSOS.asp
 How do I determine where I want to go.
 Picking a destination is based on your context
and known industry standards and best practices
 The above points come before expending
your resources on implementation

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Creating a Flight Plan
 Knowing where you are and where you want to go come first,
then you need to choose a route.
 There are several possible routes, some slower with more
stops, some faster.
 Your choice of route will depend upon what is important to
you.
 What is important to you is likely to be a combination of time,
investment, competitiveness and other factors including your
organization’s skills, knowledge and capabilities.
 There are several possible routes, however we have found
one that has been the most expedient for many of our
customers.

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Tracking Your Progress
 The things that are important to you are
also the basis for measuring your progress.
 Before you take off, define and understand
your key metrics.
 Did we meet the business objectives?
 Did we meet our schedule?
 Did we arrive on budget? Overspend?
 Is the data serving our needs?
 Is there something we missed or need to correct
along our route?

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Key Implementation Strategies
 A. Design for Interoperability
 Identify where the characteristics of data are defined so
that data is trusted, reusable and shareable across
multiple lines of business.
 B. Manage the data life cycle
 Identify the processes whereby the integrity of data is
maintained throughout its life cycle and protected from
inadvertent change.
 C. Be aware of what is happening:
 Measure
 Monitor
 Assess

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A TECHNOLOGY SOLUTION
TO CONSIDER

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Design for Interoperability
 CA’s ERwin Data Modeler Workgroup
Edition
 Leading data design, database generation and
data design management tool
 Sandhill’s Enterprise Modeling Set of
Standards, ‘EM-SOS!’
 Leading industry tool and knowledge base for
enterprise level data modeling standards,
procedures and technology specification

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ERwin Data Modeler WE
Governance
 Design standards for
interoperability
 Life Cycle Process
 Accountability
 Audit Trail
 Metrics
ERwin
 Standards templates
 Naming and Datatype
standardization
 Model Repository
Architecture
 Repository Roles and
Permissions
 User Defined Properties
 Standard and Special
Reports

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ERwin Governance Support
 Design Standards
 Object Name
 Datatype
 Domain
 FE Template

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ERwin Governance Support
 Data Design Management
 Life Cycle Process
 Accountability
 Audit Trail
 Metrics
DW Model

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Manage the Data Life Cycle


 Sandhill’s Enterprise Modeling Set of
Standards, EM-SOS!
 Leading industry tool and knowledge base for
enterprise level data modeling standards,
procedures and technology specification

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EM-SOS!
Governance EM-SOS!
 Blueprints
 Standards for all critical
metadata
 Specifications for ERwin
Templates
 Data Management Life Cycle
 Detailed procedures, forms
and checklists
 Defined roles in procedures
 Change Control
Documentation
 Defined special metrics
reports
 Where am I?
 Design standards for
interoperability
 Life Cycle Process
 Accountability
 Audit Trail
 Metrics

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Where Am I?

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Design Standards

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Life Cycle Management
 Life Cycle Process
 Accountability
 Audit Trail
 Metrics

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Expected Benefits
 Total Life Cycle Cost reduction
 Reduced investment
 Reduced rework and scrap
 Improved productivity and resource utilization
 Shorter time to solution as a result of reuse
 Improved understanding and consistency of
data meaning and usage across the
enterprise
 Easier regulatory audit
 Increased competitiveness via flexibility
 Increased data integrity and interoperability

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Getting Started
 Start with a little self assessment
 Available on our website:
http://www.sandhillconsultants.com/EMSOS.asp
 Explore with Sandhill’s experts how our approach
to data governance could be right for you. Our
evidence makes us pretty sure that it’s of great
benefit for everyone developing and managing
critical data.
 Contact Sandhill Consultants to discuss what is
contained in our in-depth Enterprise Modeling
Assessment.

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Summary and Actions
 Know where you want to go
 If don’t know the business context, stop,
go back and find out.
 Know where you are
 Have a ‘flight plan’ to get to your
destination
 Begin with your self assessment
 Most importantly - Take Action Today