Data Governance Best Practices, Assessments, and Roadmaps

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Copyright © 2022 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
Data Governance Best Practices, Assessments, and Roadmaps
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
November 17, 2022 – 11:00 a.m. PT / 2:00 p.m. ET

© Informatica. Proprietary and Confidential.
Kash Mehdi
Head of Data Governance, Cataloging & Privacy

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The Drive Towards Data Sharing
Data
Engineer
Citizen
Consumer
Citizen
Analysts
Citizen
Integrator
ETL
Developer
Data
Scientist
Business
Technical
Population
Data
Literacy
New
Self-Service
Model
2

Four
reasons
why
CDOs
Fail?
• Ability to understand the business and
alignment with business objectives and
goals.
• For example: Depending on the industry
type it could mean driving customer
experience, attaining operational efficiency,
digital transformation, innovation,
regulatory compliance and much more.
Fail to have business
literacy and put business
needs first
01
• One of the hardest things CDOs face is
their ability to link complex data challenges
to business outcomes or goals.
• For example: Showing that there is a data
quality problem is not enough to get
stakeholder buy-in. Linking outcomes like
user productivity, customer experience will
have more mileage.
Fail to connect data
challenges to business
outcomes
02
• While CDOs have skills to solve given data
challenges, often they are faced with
human change management challenges.
• For example: A CDOs ability to create data
literacy depends on knowing the
organizations culture.
• Ability to communicate effectively
(storytelling, listening, conflict resolution,
marketing and much more).
Fail to address the human
aspect and drive cultural
change management
03
• Often times thinking technology alone will
solve all data challenges does not yield
desired results.
• For example, build and they will come
mentality has become a thing of the past.
• CDOs ability to succeed demands on
driving business adoption, creating fit for
purpose user data experiences and much
more.
Fail to understand
technology is a means to
an end and not the end in
itself
04

IDC Survey Results
A high-level overview of the CDO Day in the life
Business Drivers
Business Outcomes
Frameworks
Customer Stories
Technology Quick
Wins & Adoption
Key Takeaways &
Call to Action
CDO Experiences
Group Discussions
Data Challenges
Cultural Challenges
Overview
IDC Global Chief Data Officer Survey Results:
• 49% simplifying data access & consumption
• 54% ensuring data & analytics compliance
• 39% enabling data teams with self service
access to all data
• 51% managing data complexity
• 39% have standardized data sharing &
consumption functionality
Source: IDC, Global Chief Data Officer (CDO) Engagement Survey 202Data
Readout, Sponsored by Informatica, doc #US48079321, July 20211
Mission: Make Chief Data Officers and aspiring
Data Leaders successful in their pursuit to lead
with data and meet business goals and
objectives.

5 © Informatica. Proprietary and Confidential.
Ushering in a New Era of Predictive Data Intelligence
Marketplace
Collaboration
Business
Context
Metadata &
Data Catalog
Business
Processes
Data
Consumers
IT
Teams
&
Systems
Data
Sources
Data
Delivery
AI/ML

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Key Business Drivers
6
• Self Service
• Common Understanding
• Data Quality & Privacy
• Predictive Analytics
• Data Driven Decisions
• Data Lake Reporting
• Data Lineage
1. Insights and Analytics
People Process
Technology
• Customer Experience
• Customer Satisfaction
• Market Penetration
• Business Decision
• Data Ownership
• Elimination of Silos
• Enterprise Collaboration
3. Business Enablement
• GDPR
• CCPA
• FERC
• MIFID
• BCBS 239
• MDR
• IFRS
2. Regulatory Compliance
• Cloud Migration
• Data Warehousing
• Data Lake Management
• Data Explosion
• Data as an Asset
4. Digital Transformation
Data

#RWDG @RSeiner
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Introduction
Real-World Data Governance – Monthly Webinar Series
December 15, 2022: Who Should Own Data Governance – IT or Business?
Third Thursday each Month @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
Upcoming Events
DATAVERSITY – Data Governance & Information Quality East Conference – December 5-9, 2022 – Washington, DC
Non-Invasive Data Governance Book
Available Now: ISBN 9781935504856 / Technics Publications / Amazon.com
Non-Invasive Data Governance / Metadata Governance Online Learning Plans
Latest: Business Glossaries, Data Dictionaries and Data Catalogs
DATAVERSITY Training Center – https://training.dataversity.net
The Data Administration Newsletter (TDAN.com)
Twice Monthly: Data Articles, Columns, Blogs and Features
KIK Consulting & Educational Services
Updated Site: KIKConsulting.com (“Knowledge is King”)
Home of Non-Invasive Data Governance™
Carnegie Mellon University (CMU)
Adjunct Faculty: Heinz College Post-Graduate Chief Data Officer (CDO) Certificate Programs

#RWDG @RSeiner
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• In this webinar, I will talk about …
– Criteria to Select the Appropriate
Best Practices for Your Organization
– How to Define the Best Practices
for Ultimate Impact
– Assessing Against Selected
Best Practices
– Focusing the Recommendations
on Program Success
– Delivering a Roadmap for
Your Data Governance Program
Abstract
Picture by Bob Seiner – 10/15/2022

#RWDG @RSeiner
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Definitions
• Data Governance – The execution and enforcement
of authority over data.
• Data Stewardship – Formal accountability for data.
• Data Steward – A person held formally accountable
for their relationship to the data.
• Metadata – Data that improves both the business
and technical understanding of the data.

#RWDG @RSeiner
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• Selecting Best Practices
• Best Practices for Best Practices
• The Criteria
• List of Best Practices
Criteria to Select the Appropriate Best Practices for Your Organization

#RWDG @RSeiner
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• Selecting Best Practices
– Best Practices for Standing Up a Formal Data Governance Program
– Not Best Practices Associated with Defining, Producing, and Using Data
– Use Available Industry Lists
– If It Moves You … Consider Using the Ones I Share Today

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• Best Practices for Best Practices
– Written in Present Tense
– Underline Words That Must Be Defined
– Be Strong in Your Words and Conviction
– Limit to a Handful

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• The Criteria
1. Is the best practice practical and achievable given the organizational climate?
2. Will the program be at risk if the best practice is not achieved?
– Must Answer “Yes” to Both of the Criteria
– Assess Strengths and Weaknesses Toward the Best Practice

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• List of Best Practices
– Senior Leadership support, sponsor, and understand DG and what it will take.
– Resources are allocated to the administration of the program.
– Roles are well defined, vetted, and approved.
– Goals, scope, expectation, measures of success are defined and approved.
– Policy, guidelines, standards, and SOPs are documented and followed.
Practical and Doable?
Program at Risk?

#RWDG @RSeiner
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• Begin With the End in Mind
• Involve Your Target Audience
• Predict Your Target Activities
• Note Repetition
How to Define the Best Practices for Ultimate Impact

#RWDG @RSeiner
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• Begin With the End in Mind
– Hard to get where you are going if you don’t know where that is.
– Take a ready, aim, fire approach.
– Define target behavior and plan for how to achieve it.
– Every journey starts with a first step.
A picture of me as a
nerdy & rebellious kid.

#RWDG @RSeiner
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• Involve Your Target Audience
– Select audience by business function.
– Select audience by domain (subject area).
– Select audience by Council members (strategic level).
– Group functions, domains, members together (but avoid group think).

#RWDG @RSeiner
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• Predict Your Target Activities
– Administration and Placement
– Stand Up Strategic Level
– Roles and Responsibilities
– Communications Planning
– Data Documentation Platform
– Policy and Guidelines
– Incremental Deployment

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• Note Repetition
– Leadership Support
– Need for Policy and Standards
– Pockets of Governance
– Lack of
• Documentation
• Resources and Time
• Accountability

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• Prepare the Audience
• The Right Questions to Ask
• Assessment Structure
• Conducting the Assessment
Assessing Against Selected Best Practices

#RWDG @RSeiner
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• Prepare the Audience
– Questionnaire / Survey
• Click the Box to Request a Meeting
– Definition and Purpose
– Best Practice Criteria
– Best Practices

#RWDG @RSeiner
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• The Right Questions to Ask
– Best Practice Assessment Questions
• Why is this best practice?
• What can be leveraged toward the best practice?
• Where is there opportunity to improve toward the best practice?
• What is the gap between present practice and the best practice?
• What is the risk associated with the gap?

#RWDG @RSeiner
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• Assessment Structure
– Introductions and Program History
– Definitions and Purpose
– Challenges
• Data Definition Challenges
• Data Production Challenges
• Data Usage Challenges
– Best Practice Assessment
– Next Steps

#RWDG @RSeiner
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• Conducting the Assessment
– 60 Minutes at First
– Allow for More Time If Needed
– Open the Door for Future Conversations
– Share Resultant Recommendations with Participants
– Incorporate Feedback Into Assessment
Recommendations

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• You need defined and approved Roles and Responsibilities.
• You will require a detailed Communication Plan.
• The organization will benefit greatly from a Data Documentation Platform.
• Incrementally operationalize the program through Actionable Use Cases.
Focusing the Recommendations on Program Success

#RWDG @RSeiner
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• Roles and Responsibilities
– The Backbone of a Successful Data Governance Program
– Instrumental in:
• Data
• Process
• Communications
• Metrics
• Tools

#RWDG @RSeiner
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• Communications Planning
– Cannot Communicate to People at All Levels the Same Way
– Leverage Internal Communications Specialists When Possible
– Three Os of Communications
• Orientation
• Onboarding
• Ongoing

#RWDG @RSeiner
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• Data Documentation Platform
– Structured Database Systems
– Unstructured Data, Content, Records
– Levels of Metadata:
• Domains
• Business Glossary
• Data Dictionary
• Data Catalog
– Ownership, Stewardship, Lineage,
Quality, Classification, Rules, …
Require Data Documentation
Data Domains
Business Glossary
Data Dictionary
Data Catalog
COMPANY SEMANTIC FRAMEWORK
DATA ONTOLOGY EXAMPLE
Data Dictionary
Data Catalog Data Catalog
Data Dictionary
Framework developed by KIK Consulting for use at COMPANY Last updated – May 14, 2021
Opportunity
Opportunity Contact
Opportunity Contact Code
Opp-Contact-Cd
Prospect Contact Type
Pros-Ctct-Type
Data Lake Opp Contact Cd
DL-Opp-Contact-Cd
Many
One
Relationships
Standard
Standard Salesforce
Salesforce
Data Lake
Data Lake
Data Tool Standard Data Resource Reference
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT

#RWDG @RSeiner
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• Actionable Use Cases
– Critical Data Elements (warning: they have tentacles)
– Low-Hanging Fruit
– Create Working Team
– Validate Documentation
– Address Issue and Opportunity

#RWDG @RSeiner
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• Actionable Streams
• Notional Timeline
• Resource Planning
• Budgeting Time and Money
Delivering a Roadmap for Your Data Governance Program

#RWDG @RSeiner
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• Actionable Streams
Data Governance Roadmap – Actionable Stream 1
Deploy Data Governance Administrator
Deploy a Data Governance Operating Model of Roles & Responsibilities
Develop and Act on a Data Governance Communication and Awareness Plan
Design and Deliver a Data Documentation Platform
Incrementally Roll Out the Data Governance Program Via the Initial Use Case
Design and Deliver Data Governance Policy, Guidelines, and Standards
Deliver a Set of Data Governance Performance Metrics

#RWDG @RSeiner
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• Notional Timeline

#RWDG @RSeiner
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• Resource Planning
– Someone Needs to Captain the Ship!
– People are already (or will be) spending time solving or working around problems.
– Refocus that time on actions that are appropriate and effective.
– Not intentionally more time … Better use of time.
– Execute and enforce authority over data.
– Formalize accountability for data.

#RWDG @RSeiner
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• Budgeting Time and Money
– People Cost of Formalizing Data Governance
– Capital Costs Including Technology
– Operating Costs of Governing Data
– “Never a right time.”
– “Find a right time.” …. Align the Data Governance Program With Something That Really Matters.

#RWDG @RSeiner
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• In the webinar, I shared …
– Criteria to Select the Appropriate Best Practices for Your Organization
– How to Define the Best Practices for Ultimate Impact
– Assessing Against Selected Best Practices
– Focusing the Recommendations on Program Success
– Delivering a Roadmap for Your Data Governance Program
Summary

#RWDG @RSeiner
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Q & A - Contact Information
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
rseiner@tdan.com @RSeiner

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