Conference Sessions - June 2, 2009

Tuesday
2 June
7:30–8:30
Registration and Continental Breakfast
Tuesday
2 June
8:30–8:45

Welcome

Tuesday
2 June
8:45–9:45
KEYNOTE: Data Governance: The Key To Deriving Value From Data
Rob Karel, Principal Analyst, Forrester Research

Cross-functional and cross-architectural demand for trusted data is forcing both business and IT leaders to recognize dependencies and conflicting perceptions on data's value that have never before been understood. The adoption of a data governance strategy can help to mitigate these rising conflicts. Explore how evolving market and customer trends like Master Data Management are driving the convergence of technology and data governance, and review a data governance framework- including key roles and responsibilities - that can help you get started.
Speaker:
Rob Karel

Rob Karel
Principal Analyst
Forrester Research

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10:15 - 11:15 CONCURRENT SESSIONS

Tuesday
2 June
10:15–11:15

 

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Enhanced Business Intelligence using Data Governance Program at Lexmark
Sreedhar Srikant, Enterprise Data Architect, Lexmark International
Amiya Mansingh, Managing Partner, Cobi Systems LLC

Lexmark has embarked on an ambitious program to implement data governance and master data management across five key areas - Customer, Product, Material, Employee and Supplier. To aid the larger program, a project was funded to specifically understand the challenges associated with such programs and devising solutions. The "Sales In" project combines master data areas of customer and product along with data governance principles to produce mission critical reports to Lexmark management team. This replaces the current process of manually producing the monthly reports to a more automated and reliable reporting system. In our presentation we showcase the lessons learned through the progress of this project.
  • Real benefits of MDM and Data Governance
  • Data quality, Metadata, Master Data - Impacts on "Sales Out" reporting
  • Taming the product master
  • Project implementation approach
Speakers:
Sreedhar Srikant

Sreedhar Srikant
Enterprise Data Architect
Lexmark International

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Amiya Mansingh Amiya Mansingh
Managing Partner
Cobi Systems LLC

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Tuesday
2 June
10:15–11:15

 

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How to Implement a Financial Disclosure Framework to Satisfy the Demands for Increasing Transparency and Disclosure  
Steven Zagoudis, President, MetaGovernance LLC

Transparency and financial disclosure have become common vocabulary in today's economic and political environments. Years of financial transactions in unregulated markets have led to global financial instability not seen in decades. As a result, the demand for full transparency of financial transactions, increased regulatory oversight, and complete disclosure to the regulatory agencies is going to place a floodlight on data quality and consistency issues. A Financial Disclosure Framework is key to ensuring accurate data for regulatory and financial reporting. This presentation will illustrate how Information Governance, Business Intelligence, and Accounting/Financial Reporting principals can be readily combined to produce the Financial Disclosure Framework. Technologists have become proficient in producing Business Intelligence applications. Accountants, auditors and risk management personnel create excellent control and reconciliation frameworks. This presentation brings both disciplines together to provide a consistent, automated framework for ensuring data within the reporting infrastructure accurately reflects business transactions. Specifically you will learn:
  1. The impact of the increased demands for transparency and financial disclosure as a result of the new political and regulatory landscape
  2. The regulatory, reputational and operational risk vulnerabilities that likely exist within your Business Intelligence and reporting applications
  3. The role of Information Governance in setting the standard for accurate data reporting
  4. Explanation of why automated reporting actually increases the demand for general controls
  5. How to implement a Financial Disclosure Framework that can monitor and highlight data issues in an automated fashion
  6. How a Financial Disclosure Framework satisfies COBIT and other regulatory examination expectations
Speaker:
Steven Zagoudis

Steven Zagoudis
President
MetaGovernance LLC

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Tuesday
2 June
10:15–11:15

 

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MDM Is Not a Cure-All - Keep the Focus on Data 
Scott Gidley, CTO, DataFlux
Mike Hall, Data Management Director, Experian Consumer Information Services

MDM without defining the limits of master data or having data quality in place. A wave of articles, product releases and even analyst reports describe solutions for companies looking to "get into MDM" or "try out" an MDM project. While well-meaning, this approach is impractical and fraught with danger.

In this presentation, Scott Gidley will discuss why MDM isn't something you can start doing right away, just as you can't put together an Olympic sports venue in two weeks. MDM is the culmination of what will likely be years of successful data management practices. It's important that both novice and advanced practitioners understand, especially in a downtrodden economy, that pursuing MDM technology without the proper people and processes in place is likely a waste of money. MDM can be a fruitful endeavor if companies are armed with accurate information and reasonable expectations.

This session will instead examine what needs to be in place to build the foundation for an eventual MDM project, including:

  • Universal agreement on data definitions
  • Data governance policies to guide the collection and management of data
  • Data stewardship teams to enforce these standards
  • Technology to reconcile and standardize data from dozens or hundreds of applications
  • A full set of business rules that can monitor data and flag any inconsistencies
  • Data de-duplication to get rid of redundant, incomplete data
Speaker:
Scott Gidley

Scott Gidley
CTO
DataFlux

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Mike Hall

Mike Hall
Data Management Director
Experian Consumer Information Services

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Tuesday
2 June
10:15–11:15

 

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Active and Passive Data Governance – A Detailed Look at Two Methods for Managing the Ongoing Creation, Collection, and Maintenance of Data for Integrated ERP Solutions 
Steve Yeager, Data Governance Engagement Partner, BackOffice Associates, LLC

Creating a data governance organization that can effectively manage complex data-related relationships, roles, and scenarios can be a daunting task. This session explores two methods of data governance — active and passive — and provides a detailed look at the benefits and uses of each. Understand how passive data governance allows users to interact directly with source systems to monitor results and identify data issues. Find out how active data governance differs from passive data governance by providing a guided process for the introduction and management of data into selected systems. Understand the four levels of data governance — from “no data governance” where every user is trusted to enter in their data accurately and on-time, to “active data governance” where all data required to support a configured SAP business process is collected prior to posting and automatically validated. Come away with tips for leveraging these models to reduce the possibility of business process interruptions due to omissions, duplication, consistency and content errors, or a lack of data standards.
Speaker:
Steve Yeager

Steve Yeager
Data Governance Engagement Partner
BackOffice Associates, LLC

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arrow11:30 - 12:00 GOVERNANCE SOLUTIONS

Tuesday
2 June
11:30–12:00

 

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Practical, Powerful, Proven: Mission-critical Strategies for Successful Data Governance 
James Orr, Data Quality Practice Leader. Trillium

In today's challenging economic times, organizations will be required to provide increasing levels of visibility and clarity about their business processes. As a result, data governance will become mission-critical for organizations to better understand how data impacts business results. Yet, companies are in the dark about practical, proven methods for incorporating data governance in a cost-effective and impactful way. Nowadays, companies don't have big budgets to spend, so how can business users gain executive buy-in for goal-oriented governance projects today that reap huge rewards in the future?

Practical, powerful and proven best practices should be at the core of every data governance plan - with "practical" being the operative word. In this session, tried-and-true data governance strategies will be broken down into 12 mission-critical steps that create a center of excellence, demonstrate business value, achieve executive buy-in, and promote responsibility, authority and accountability to realize your company's data governance goals.

In this presentation, these 12 clearly-defined strategies will be outlined, and attendees will learn:

  • How to actively incorporate several key success factors into your data governance efforts
  • How to secure support and active participation of executives and business leaders to capture interest and awareness while generating momentum
  • How to generate a democratic model of shared responsibility across decentralized groups and teams in a way that invokes responsibility, authority and accountability
  • How to validate and sustain data governance programs while demonstrating business value and visibility across the organization
  • How to sustain your data governance program after initial excitement is gone
Speaker:
James Orr

James Orr
Data Quality Practice Leader
Trillium

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Tuesday
2 June
11:30–12:00

 

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A Comprehensive Approach for Governing Large Data Landscapes
Arka Mukherjee, President, Global IDs


Most companies have hundreds of data sources containing both structured and
unstructured information. These sources include relational databases,
mainframe databases, desktop databases, Excel spreadsheets, documents and
applications. Governing these complex environments with a limited data
management staff can be a Herculean task.

In this presentation, we describe a highly-automated approach to Data
Governance, where software continuously scans and checks all data sources,
and people are primarily responsible for exception processing. A case study
of how to implement the Data Governance program within a global company will
be described.

Arka Mukherjee

Arka Mukherjee
President
Global IDs

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Tuesday
2 June
11:30–12:00

 

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What is Integrated Data Management?
Peter Mandel, IBM Optim Product Line Management, IBM

Integrated Data Management solutions provide a scalable, modular framework designed to increase organizational productivity while improving the quality of service, cost of ownership, and governance of data, databases, and data-driven applications across a heterogeneous enterprise. From an IT perspective, there's much to gain. But how does integrated data management map to business objectives and how do line-of-business (LOB) managers benefit? Join us to learn about the business impact of managing enterprise data holistically, from requirements to retirement.
Speaker:
Peter Mandel

Peter Mandel
IBM Optim Product Line Management
IBM

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1:15 - 2:15 CONCURRENT SESSIONS

Tuesday
2 June
1:15–2:15

 

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How Finance Made Data Governance an Efficiency Play at Farmers 
Spencer Hertler, Director, Enterprise Data Management, Farmers Insurance

Recently, Farmers was able to successfully implement Data Governance by making it an efficiency play for the organization. This was made possible by enhancing its BI infrastructure to enable the retirement of several disparate legacy reporting and analytic applications. This session will provide the steps to ensure Data Governance can add value and flourish within any organization.
Topics that will be discussed:
  • How Finance determined BI could support Data Governance and at the same time significantly reduce IT infrastructure costs
  • Data governance business case developed by Finance
  • Creation of a Data Governance Council and charter
  • Steps necessary to allow for Data Governance to flourish at a large and mature organization.
Speaker:
Spencer Hertler

Spencer Hertler
Director, Enterprise Data Management
Farmers Insurance

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Tuesday
2 June
1:15–2:15

 

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Fundamentals of Data Governance Organizations 
John Ladley, President, IMCue Solutions

Assuming there is support, funding and the will to proceed, how do you actually build the data governance organizations' structures and procedures? Are all organizations the same? There have been shadows of data governance within many information initiatives, but real data governance requires building new procedures, reviewing employee accountability and examining organization charts.

In this session we will cover:

  • Components of the data governance organizations
  • Functions each data governance organization MUST execute
  • Techniques for determining the organization style best suited for a given situation
  • Developing the road map for how to roll out the organization
Speaker:
John Ladley

John Ladley
President
IMCue Solutions

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Tuesday
2 June
1:15–2:15

 

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People and Organizational Cultural Issues in Data Governance
Charmane Corcoran, Information Specialist, Michigan State University


Each organization relies on critical and often hidden aspects of human interaction to accomplish its goals. We often ignore significant communication elements of the organizational culture and its people until the messages backfire and then impede or disable our efforts. Three important aspects affect both our ability to collaborate and our ultimate success in any area of the organization, but more particularly when dealing with institutional data. This presentation identifies organizational success factors for implementing Data Governance and stewardship frameworks. We will consider three means for avoiding common pitfalls in the development and implementation strategies:
  • acknowledging and considering the principle that “meanings are in people” when implementing new policies, procedures, and technology,
  • using an organic model for systemic implementation and support, and
  • identifying essential elements for creating a successful stewardship culture, increasing our effectiveness, and adapting our approach to the culture of the organization.
Speaker:
Charmane Corcoran

Charmane Corcoran
Information Specialist
Michigan State University

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arrow2:30 - 3:30 CONCURRENT SESSIONS

Tuesday
2 June
2:30–3:30

 

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Enterprise Information Stewardship at Michigan State University 
Kristopher Catton, Information Steward, Michigan State University

Executive leadership at MSU had a desire to implement a suite of systems that provide more flexibility, transparency, standardization and delegation in facilitating the work of the University. This future vision eventually led to the directive for the Enterprise Business Systems Project initiative, which was to design an integrated set of administrative tools that can be used by faculty and staff to accomplish the business of Michigan State University. To aid in achieving these aspirations, an approach to data and information was chosen to make it more open and apparent called the Enterprise Information Systems (EIS) framework.

The framework is currently being used in the Enterprise Business System Project and is being rolled out to the University as a whole. This presentation will cover MSU's transformation from legacy system data management to enterprise wide information stewardship including:

  • An overview of how data was managed at MSU
  • The steps taken to determine the current state of data stewardship
  • The implementation of the EIS team and framework
  • Initial results of the implementation
Speaker:
Kristopher Catton

Kristopher Catton
Information Steward
Michigan State University

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Tuesday
2 June
2:30–3:30

 

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Governance Prerequisites For Successful SOA Implementation
Peter Aiken, Founding Director, VCU/Data Blueprint

SOA is currently not succeeding on a widespread basis. At least part of the reason is due to lack of data governance. This talk will illustrate why and what basic data governance is a necessary prerequisite to successful SOA implementation. Attendees will understand the:
  • key elements of data governance required in order to manage the required metadata
  •  the hard and soft skill sets that are mandated in order to achieve success
Speaker:
Peter Aiken

Peter Aiken
Founding Director
VCU/Data Blueprint

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Tuesday
2 June
2:30–3:30

 

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Data Governance at British Airways The Good Times and the Bad, or How We Saved Data Governance From the Credit Crunch
Paul Woodward, Enterprise Data Architect, British Airways

This session will describe how British Airways has implemented Data Governance in the organization and the changes made to the program as a result of the credit crunch.
  1. Initial approach to selling data governance to the business
  2. Defining the processes
  3. Designing the Organization
  4. Implementing the initial business area
  5. Rolling out the processes and organizational structures
  6. Reacting to the credit crunch, (how we have changed the approach to ensure data governance continues when money is in short supply)
Speaker:
Paul Woodward

Paul Woodward
Enterprise Data Architect
British Airways

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Tuesday
2 June
2:30–3:30

 

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Using Data Governance for Unstructured Data Integration to the Data Warehouse
Krish Krishnan, President, Sixth Sense Advisors Inc.

Unstructured data is a new subject area that will be integrated into the data warehouse in the coming years. There is a lot of business value in the unstructured data content, which when integrated into the structured data in the data warehouse will provide you a holistic view of your business like never before. There are a number of questions about this integration and the process itself is complex. This session will focus on how to use the data governance principles and extend the same to unstructured data integration. There are multiple areas of data governance that will come into play including MDM, CDI and others, when you talk about the current proven principles. We will also look at how to leverage the DMBOK in this process.
Speaker:
Krish Krishnan

Krish Krishnan
President
Sixth Sense Advisors Inc.

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3:45 - 4:45 PANEL

Tuesday
2 June
3:45–4:45

 

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Data Governance Solutions…Sometimes it’s about Tools, Sometimes it’s Not
Moderator: Michael Scofield, Adjunct Faculty, Loma Linda University
Panelists: Leading Data Governance Software Vendors


More than even the best consultants, the major software and solutions vendors will see an even wider range of clients, and a wider range of data governance challenges.  In this panel we’ll ask them to share the insights they’ve gained from these many projects and examples, including the problems that are common to everyone, as well as some of the most unique situations they’ve seen.  They’ll be asked to discuss common pitfalls and points of failure, as well as common success factors. We’ll also ask them to positions themselves vis a vis each other…most of the vendors take different approaches, or address different parts of the overall governance requirements, making it confusing to compare solutions. So this panel will help put them into context for you and explain where each one is most appropriately applied, where the different solutions can be compared apples-to-apples, and where they are addressing different problems. 
Moderator:
Michael Scofield

Michael Scofield
Adjunct Faculty
Loma Linda University
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4:45 - 7:30 EXHIBITS AND RECEPTION
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