rwdg webinar: mastering and master data governance

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Copyright © 2016 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 GovernanceMastering and Master Data Governance

Monthly Webinar Series Hosted by DataversityRobert S. Seiner – KIK Consulting / TDAN.com

August 18, 2016 – 2:00 p.m. EST

Robert S. SeinerKIK Consulting & Educational Services, LLC - KIKconsulting.com

The Data Administration Newsletter, LLC - TDAN.com

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• Real-World Data Governance – Monthly Webinar Series– September 15, 2016 – Successful Data Governance Models & Frameworks– October 20, 2016 – Achieving Data Quality through Data Governance

– Monthly on the Third Thursday at 2 pm EST– Register On-Line at DATAVERSITY.net or TDAN.com or KIKConsulting.com

Mastering and Master Data Governance2016 Upcoming Webinars

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• Non-Invasive Data Governance:The Path of Least Resistance and Greatest SuccessISBN 9781935504856 / Technics Publishing / Amazon.com

• KIKConsulting.comHome of Non-Invasive Data Governance™

• DATAVERSITY Events (with DEBTech International)

Data Governance Financial Services ConferenceSeptember 8-9 – Jersey City, New JerseyTutorial – Stewarding Financial Data:

Five Ingredients for Governance Success

Real-World Data GovernanceIn the News

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• The Data Administration Newsletter (TDAN.com)– Monthly Publication– August 2016 Issue Available– Articles, Columns, Features, Blogs– Published by Bob Seiner– Produced by DATAVERSITY– Subscribe On-Line for Updates

Real-World Data GovernanceIn the News

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• Master Data and Data Governance are connected at the hip.

• Master Data implies that the data in the MDM resource is well defined,quality produced and effectively used.

• Data Governance for MDM is put in place to assure that these three thingsare handled properly.

• We can learn important lessons from Master Data Governance that will helpus in Mastering Data Governance.

Mastering and Master Data GovernanceAbstract

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• In this webinar, Bob will discuss:– The Connection between MDM and Data Governance– Components of MDM that Require Data Governance– Mastering the Master Data Governance Roles– The Role of MDM in Enterprise Data Governance– Leveraging Master Data Governance for the Greater Good

Mastering and Master Data GovernanceAbstract

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• Data Governance is the execution and enforcement of authority …

• Data Stewardship is the formalization of accountability …

• Non-Invasive Data Governance™– The practice of:

• applying formal accountability & behavior • through a non-invasive framework of roles & responsibilities• to existing and / or new processes• to assure that the definition, production & usage of data• improves regulatory compliance, security, privacy & protection.

– Non-Invasive describes how governance is applied to assurenon-threatening management of valuable data assets.

– The goal is to be transparent, supportive, collaborative.

Mastering and Master Data GovernanceDefinitions

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• The connection between DG and MDM is very explainable.

• Governance is authority.

• Master data is the authoritative data.

• Governance is the activity that assures that the Master Data is authoritative.

• Without Data Governance can Master Data be the authoritative source?

Mastering and Master Data GovernanceThe Connection Between MDM and Data Governance

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• What does it mean to “Master” something?– To become very skilled in or knowledgeable about.– To overcome or defeat.– To become the “Go To” version of something that everybody can trust.


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• What does it mean to “Master” data?– To provide data a single authoritative source and use it across multiple

systems, applications, and/or processes.– To provide a single source of business data used across all systems,

applications, and processes for an entire enterprise.


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• The top avoidable mistakes of Data Governance and MDM are quite similar.


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• Top Avoidable Governance & MDM Mistakes: – 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


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• More Top Avoidable Governance & MDM Mistakes: – 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 Quality of the Data– Failure to Stay Iterative and Incremental in the Approach


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• Master Data as Data– Data by Master Subject Area – Data by Domain and Sub-Domain– Data as System of Record or Single Point of Truth

• Master Data as a Process– Process of Defining Data– Process of Producing Data– Process of Using Data

Mastering and Master Data GovernanceComponents of MDM that Require Data Governance

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• Master Data as Data:– Data Quality– Data Security– Data Usage– Data Structure and Design (logical data model)– Data Storage (volume requirements)– Data Movement (extraction, transformation, load)– Data Function Requirements– Data System Requirements


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• Master Data as Process• Governing the Process associated with Master …

– Data Structure and Design (logical data model)– Data Storage (volume requirements)– Data Movement (extraction, transformation, load)– Data Security– Data Quality– Data Usage– Data Function Requirements– Data System Requirements


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• Data Structure and Design (logical data model)• Governing the …

– Design and the Structure of the Master Data– Meta-Data Associated w/the Master Data (Definition, Rules, …)– Accessibility to the Meta-Data– Validation and Approval of the Structure and Design


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• Data Storage (volume requirements)• Governing the …

– Master Data Storage– Volume Present and for Growth (Future Requirements)– Security of the Master Data Resource– Retention and Life Cycle of the Master Data– Backup and Recovery of the Master Data


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• Data Movement (extraction, transformation, load)• Governing the …

– Movement of the Master Data– Selection of Data to be Master Data– Transformation of Data– Loading of Data into the Master Data Resource– Migration and Conversion of the Data


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• Data Security• Governing the …

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


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• Data Quality• Governing the …

– Quality and Certification of Master Data– Definition of Standards and Values– Collection and Publication of Standards– Process of Recording Data Quality Issues– Process of Resolving Data Quality Issues


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• Data Usage• Governing the …

– Use of Master Data– Definition and Production of the Master Data– Who Can Access and See the Data– Understanding of the Master Data– Production and Distribution of Reports and Data– Audit and Compliance of the Data


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• Data Function Requirements• Governing the …

– Process of Defining Functional Requirements for Master Data– Documentation of the Requirements– Approval of the Requirements– Process of Meeting Functional Requirements


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• Data System Requirements• Governing the …

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


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• The Components of Master Data Governance Roles:– The Levels– The Domains– The Diagrams – The Roles– The Responsibilities

Mastering and Master Data GovernanceMastering the Master Data Governance Roles

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• The Levels of Master Data Governance Roles:– Executive Level – Enterprise Leadership– Strategic Level – Business Area Leadership – Tactical Level – Cross Business Area Accountability– Operational Level – Per Business Area Accountability– Support Level – Sustenance & Supportive Accountability


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• Govern Domains of Master Data– Focus on a specific subject areas– Usage of subject area in the name of the program indicates MDM

• Customer Data Governance• Supplier Data Governance• Financial Data Governance• Medical Data Governance


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• Sample Domains– Subject Areas

• Customer• Supplier• Product• Material• Finance• Employee• Student• Facility


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• Pro-Active Master Data Governance– Build application of stewards into existing project management methodology

• Reactive Master Data Governance– Build application of stewards into data quality methodology– Build application of stewards into issue resolution process

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Mastering and Master Data GovernanceThe Role of MDM in Enterprise Data Governance

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Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner33


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• Master Data Metadata Change Management in …– Semantic Layer – Vocabulary – Pure Business Terminology– Business Metadata – Dictionaries & Standards– Technical Metadata – Technical Environment (DBMS Catalog, ETL …)


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Data Dictionary

Business Metadata Business Explanation of Data in Systems

Data

Systems, Databases, Reference (Code) Data, Technical Metadata

Vocabulary

Semantic Level

Terminology

Business Language We Use

Map

s to

How

Use

d

Maps to Multiple

Business Term

Standard Data Name

Business SystemData Name



System Data Name


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CompletedAdd/Change Request Form

(artifact)

Requestor – Officers, Department Management, DirectorsRequests will be validated and approved by Department Management prior to entering process.

Vocabulary Add / ChangeRequest Form

Includes Change Detail (artifact)

Data Governance Manager (DGM)(role)

Return RequestTo Complete Form

(process)

Vocabulary StandardSemantic Business Glossary

(artifact)

Data Governance Steering Committee (DGSC)(role)

Initiate RequestThrough Request Process

(process)

DeliverVocabulary Change

(process)

UtilizeSteering Committee

(process)

Document Change inVocabulary(process)

Dat

a G

over

nanc

e M

etad

ata

Plat

form

(art

ifact

)

Document(process)

Document(process)

Document(process)

Access to Metadata(process)

ValidateRequest

(process)

Validate / ApproveRequest

(process)

Bi-Weekly ItemizedChange Requests & Status Report

(process)

Initiate Impact Assessment (can require use of additional process*)Vocabulary Add / Change ProcessVocabulary Standard Analysis

Decision Point

CertifyVocabulary Change

(process)

Requestor – Officers, Department Management, Directors

Access to Metadata(process)

Should Add / Change to Vocabulary Be Considered?Yes – Follow Vocabulary Rules / Guidelines,

Document Vocabulary Change & Complete ProcessNo – Document Change Request,

Initiate Vocabulary Request Denial Impact Assessment

* vocabulary, data dictionary, data processes


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• So … Is there such a thing as Master Data Governance?

– Yes!– Master Data Governance is when you focus your Data Governance

program on improving the value of your organization’s Master Data.– Master Data Governance is the discipline of assuring the data that is

provided as part of the MDM solution is of high value.– Master Data Governance focuses on the steps of the process that we

follow to master our data.

Mastering and Master Data GovernanceLeveraging Master Data Governance for the Greater Good

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• So … Is there such a thing as Master Data Governance?

– No!– There is a single discipline called Data Governance.– The discipline does not require the adjective that specifies which data is

being governed.– The roles & responsibilities of the program and how data governance is

applied to process is the same (at least similar) for all types of data.– Master Data Governance is not a separate program.


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• How do I go about Mastering Data Governance?– Not a single institution that can certify you in MDG.– Learn from information available from the multitude of sources.– Follow a Best Practice approach to implementing Data Governance.– Share experiences with other practitioners.– Attend future webinars and conferences that address the topic.– Learn from experience.


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• Is it important that YOU “Master” your Data Governance skills?– Many organizations are focus their initial implementations of Data

Governance on a single domain (subject area) of data.– The development of Master Data Governance skills are repeatable and

transferrable across different Master Data subject areas.– The development of Master Data Governance skills can also be applied to

Data Governance implementations that target different behaviors.

• Bottom Line:– Master Data Governance is a very valuable skill to have.


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• In this webinar, Bob discussed:– The Connection between MDM and Data Governance– Components of MDM that Require Data Governance– Mastering the Master Data Governance Roles– The Role of MDM in Enterprise Data Governance– Leveraging Master Data Governance for the Greater Good

Mastering and Master Data GovernanceSummary

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• Real-World Data Governance – Monthly Webinar Series– September 15, 2016 – Successful Data Governance Models & Frameworks– October 20, 2016 - Achieving Data Quality through Data Governance

Real-World Data GovernanceUpcoming Webinars

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• Robert S. SeinerKIK Consulting & Educational Services – KIKconsulting.comThe Data Administration Newsletter – TDAN.comPost Office Box 112571, Upper St. Clair, Pennsylvania 15241412.220.9643, 412.220.9644 (Fax)[email protected]@tdan.com@RSeiner#RWDG

Real-World Data GovernanceContact Information