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The First Step in Information Management
looker.com
Produced by:
MONTHLY SERIES
In partnership with:
Lessons Learned from Building a Data Supply Chain
October 4, 2018
Welcome to Today’s Discussion
 Understanding the data supply chain
 How the data supply chain impacts analytics
 Lessons learned from building a data supply chain
− Guest speaker: George Yuhasz
 Best practices
 Q&A
pg 2© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
Meet Our Guest Speaker: George Yuhasz
 George Yuhasz has over 16 years of experience
leading enterprise data initiatives in financial
services, healthcare, manufacturing,
government, military and higher education.
 His expertise spans areas such as Business
Intelligence, Data Governance, Data Architecture
and Strategy.
 Currently, George is overseeing the
development and execution of the US Data
Strategy at Keystone Foods, a provider of food
solutions to the world's finest and most
recognizable brands.
pg 3© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
What is a Data Supply Chain?
 The Data supply chain represents
the sources, flows, management
and distribution of data and
information in an organization.
pg 4© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
• Steel
• Aluminum
Raw Material
• Supplier
• Fabrication
Make/
Acquire Parts • Processes
• Sequence
Assembly
• Ship
• Store
• Sell
Distribute
•Internal Database
•Derived data
Raw Material
•External File
•Clean Data
•Standardize and
Position Data
Make/
Acquire Parts •Populate Sand Box
•Develop and Run
Models
Assembly
•Visualization
•Publish and Pull
•Sell Results
Distribute
A regular supply chain coordinates
material sourcing and assembly to
fulfill and deliver goods to customers.
Data Supply Chain
Features of a Modern Data Supply Chain
CREATE USE UPDATE MEASURE MODEL ANALYZE DELETE
Goods and Services Supply Chain
Distribution
Purchasing
Operations
Integration
Functions
Logistics
Compliance
Organization
Product Mgmt
Capabilities
Data Push and Pull
Data Management
Data Operations
Data Integration
Functions
BI, Analytics
Governance
Engagement Model
Product Mgmt
Capabilities
Data Supply Chain
pg 12© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
How Analytics Must Interact with the Data Supply Chain
pg 6© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
Data Supply Chain
DATA SOURCES
Analytics will lie somewhere along your data supply chain.
LANDING ZONE STANDARDIZATION ZONE ANALYTICS PLATFORMS
DATA GOVERNANCE
DATA CONSUMERS
DATA OPERATIONS
DATA
SCIENTISTS
DATA MANAGEMENT
Create Use Update Measure Model Delete
Lesson 1: Focusing on the Data Supply Chain Matters
pg 7© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
What is my Business?
 Finance, Healthcare, Government,
Manufacturing, Food – each have
different business drivers, models
and markets.
− Learn them
− Continually validate and update your
knowledge
− Learn how to model this knowledge
visually (Maps, Volumes, Trends, etc.)
− Then, align their needs to tried and
true frameworks
Who are my
sponsors/stakeholders?
 Very often the push is coming from
either Operations, Finance or both.
Sometimes even Technology or Risk.
− Operations tends to create a lot of the
organization’s atomic data
− Finance tends require a lot of the
operational data for it’s trends,
forecasting and analyses
− These typically manifest as data
producers & consumers
− Technology may behave as an umbrella
solution provider
Lesson 2: Identifying and Linking The Data Producers and Consumers Along a
Lifecycle/Spectrum Breeds Engagement and Stewardship
pg 8© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
Producers & Consumers
MUST PROVIDE
 Focus
 Clarity
 Context
 and Priority
Technology SHOULD
PROVIDE
 the solution that
delivers business-
defined information
as an ongoing
service
Lesson 3: Build an Engagement and Action Plan
pg 9© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
Data Oversight Committee Launch + Quarterly Meetings
Establish & Assign BI Platform Business Data Stewards
Pre-Assessment BI Platform Workshop
Enterprise BI Platform Assessment & Selection
Data Oversight Committee Approves 1st Wave Enterprise Data
Draft Enterprise Data Policy & Standards
Data Oversight Committee Approves Data Access Design by Subject
Purchase and Implement Selected Enterprise BI Platform
Publish Enterprise Data Policy & Standards
Release 1 – Enterprise Data Access Portal to Self-Service BI Platform
Publish Enterprise Business Glossary, Metadata, Lineage, & Quality Rules
Improve Existing Keystone Foods Enterprise Reporting
Q
1
Q
2
Q
3
2018
Q
4
Business Intelligence &
Data Services:
2018 Milestones
Lesson 4: Know and Empower Your User Community
 You can call them Stewards, Governors,
Quality Admins, Analysts, Report
Authors, Developers, Data Scientists.
− They each have a role in curation and
governance
− Some will be primarily seeking to
determine value and business insight,
others are more operational
− Learn how they each prefer to work and
what constraints they are bound by
− Empower them and listen
pg 10© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
Figureout a waythat lets yourusersdowhat they
MUSTdo,whileboth protecting yourfirmAND
providinga promotionpath foreach individual’s
insights and discoveries.
Lesson 5: Align Architecture, Analytics and Governance
pg 11© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
Best Practices
 Listen & Learn (Empathy)
− Build Stakeholder Network
 Demonstrate Comprehension
− Quickly Identify Challenges and
Opportunities
 Be Pragmatic
− Execute on Actionable Opportunities
 Engage with Credibility
pg 12© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
Please Share Your Questions and Comments
MONTHLY SERIES
Thank you for joining us today!
Our Thursday, November 1
#DIAnaltyics webinar is:
Big Data as a Gateway to
Knowledge Management.
John Ladley @jladley
john@firstsanfranciscopartners.com
Kelle O’Neal @kellezoneal
kelle@firstsanfranciscopartners.com

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Lessons Learned from Building a Data Supply Chain

  • 1. The First Step in Information Management looker.com Produced by: MONTHLY SERIES In partnership with: Lessons Learned from Building a Data Supply Chain October 4, 2018
  • 2. Welcome to Today’s Discussion  Understanding the data supply chain  How the data supply chain impacts analytics  Lessons learned from building a data supply chain − Guest speaker: George Yuhasz  Best practices  Q&A pg 2© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
  • 3. Meet Our Guest Speaker: George Yuhasz  George Yuhasz has over 16 years of experience leading enterprise data initiatives in financial services, healthcare, manufacturing, government, military and higher education.  His expertise spans areas such as Business Intelligence, Data Governance, Data Architecture and Strategy.  Currently, George is overseeing the development and execution of the US Data Strategy at Keystone Foods, a provider of food solutions to the world's finest and most recognizable brands. pg 3© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
  • 4. What is a Data Supply Chain?  The Data supply chain represents the sources, flows, management and distribution of data and information in an organization. pg 4© 2018 First San Francisco Partners www.firstsanfranciscopartners.com • Steel • Aluminum Raw Material • Supplier • Fabrication Make/ Acquire Parts • Processes • Sequence Assembly • Ship • Store • Sell Distribute •Internal Database •Derived data Raw Material •External File •Clean Data •Standardize and Position Data Make/ Acquire Parts •Populate Sand Box •Develop and Run Models Assembly •Visualization •Publish and Pull •Sell Results Distribute A regular supply chain coordinates material sourcing and assembly to fulfill and deliver goods to customers.
  • 5. Data Supply Chain Features of a Modern Data Supply Chain CREATE USE UPDATE MEASURE MODEL ANALYZE DELETE Goods and Services Supply Chain Distribution Purchasing Operations Integration Functions Logistics Compliance Organization Product Mgmt Capabilities Data Push and Pull Data Management Data Operations Data Integration Functions BI, Analytics Governance Engagement Model Product Mgmt Capabilities Data Supply Chain pg 12© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
  • 6. How Analytics Must Interact with the Data Supply Chain pg 6© 2018 First San Francisco Partners www.firstsanfranciscopartners.com Data Supply Chain DATA SOURCES Analytics will lie somewhere along your data supply chain. LANDING ZONE STANDARDIZATION ZONE ANALYTICS PLATFORMS DATA GOVERNANCE DATA CONSUMERS DATA OPERATIONS DATA SCIENTISTS DATA MANAGEMENT Create Use Update Measure Model Delete
  • 7. Lesson 1: Focusing on the Data Supply Chain Matters pg 7© 2018 First San Francisco Partners www.firstsanfranciscopartners.com What is my Business?  Finance, Healthcare, Government, Manufacturing, Food – each have different business drivers, models and markets. − Learn them − Continually validate and update your knowledge − Learn how to model this knowledge visually (Maps, Volumes, Trends, etc.) − Then, align their needs to tried and true frameworks Who are my sponsors/stakeholders?  Very often the push is coming from either Operations, Finance or both. Sometimes even Technology or Risk. − Operations tends to create a lot of the organization’s atomic data − Finance tends require a lot of the operational data for it’s trends, forecasting and analyses − These typically manifest as data producers & consumers − Technology may behave as an umbrella solution provider
  • 8. Lesson 2: Identifying and Linking The Data Producers and Consumers Along a Lifecycle/Spectrum Breeds Engagement and Stewardship pg 8© 2018 First San Francisco Partners www.firstsanfranciscopartners.com Producers & Consumers MUST PROVIDE  Focus  Clarity  Context  and Priority Technology SHOULD PROVIDE  the solution that delivers business- defined information as an ongoing service
  • 9. Lesson 3: Build an Engagement and Action Plan pg 9© 2018 First San Francisco Partners www.firstsanfranciscopartners.com Data Oversight Committee Launch + Quarterly Meetings Establish & Assign BI Platform Business Data Stewards Pre-Assessment BI Platform Workshop Enterprise BI Platform Assessment & Selection Data Oversight Committee Approves 1st Wave Enterprise Data Draft Enterprise Data Policy & Standards Data Oversight Committee Approves Data Access Design by Subject Purchase and Implement Selected Enterprise BI Platform Publish Enterprise Data Policy & Standards Release 1 – Enterprise Data Access Portal to Self-Service BI Platform Publish Enterprise Business Glossary, Metadata, Lineage, & Quality Rules Improve Existing Keystone Foods Enterprise Reporting Q 1 Q 2 Q 3 2018 Q 4 Business Intelligence & Data Services: 2018 Milestones
  • 10. Lesson 4: Know and Empower Your User Community  You can call them Stewards, Governors, Quality Admins, Analysts, Report Authors, Developers, Data Scientists. − They each have a role in curation and governance − Some will be primarily seeking to determine value and business insight, others are more operational − Learn how they each prefer to work and what constraints they are bound by − Empower them and listen pg 10© 2018 First San Francisco Partners www.firstsanfranciscopartners.com Figureout a waythat lets yourusersdowhat they MUSTdo,whileboth protecting yourfirmAND providinga promotionpath foreach individual’s insights and discoveries.
  • 11. Lesson 5: Align Architecture, Analytics and Governance pg 11© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
  • 12. Best Practices  Listen & Learn (Empathy) − Build Stakeholder Network  Demonstrate Comprehension − Quickly Identify Challenges and Opportunities  Be Pragmatic − Execute on Actionable Opportunities  Engage with Credibility pg 12© 2018 First San Francisco Partners www.firstsanfranciscopartners.com
  • 13. Please Share Your Questions and Comments MONTHLY SERIES
  • 14. Thank you for joining us today! Our Thursday, November 1 #DIAnaltyics webinar is: Big Data as a Gateway to Knowledge Management. John Ladley @jladley john@firstsanfranciscopartners.com Kelle O’Neal @kellezoneal kelle@firstsanfranciscopartners.com