Tutorials - June 7, 2010

Monday
7 June
7:30–8:30
Registration and Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
7 June
8:30-11:45

Data Governance
Tutorial

 

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Master Data Management and Data Governance 
David Loshin, Knowledge Integrity

As master data management matures, we see where attempting creating unified views of common data concepts conflicts with feasibly implementing and governing enterprise data. Managers implementing a business-directed MDM initiative must evaluate how business processes (and business process users) use and manage information, assess impacts to existing applications, and engineer the master data program as part of organizational data governance.

This tutorial considers the high-level concepts of master data management and its dependence on data governance. We’ll consider the processes for determining which data objects qualify as master data objects, which business processes rely on the interaction of specific master data objects, what the quality, consistency, and synchronization requirements are for the application infrastructure, and which redundant operations can be “mastered” within the master data service architecture. In turn this will illuminate ways to optimize how business processes rely on the master data asset and how operations can be improved.

Speaker:
David Loshin

David Loshin
Knowledge Integrity

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Monday
7 June
8:30-11:45

Data Governance
Tutorial

 

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Data Governance 101 
Gwen Thomas, Data Governance Institute

If you're relatively new to Data Governance and Stewardship - as a leader, participant, or stakeholder - then this is the tutorial for you. We'll level-set on concepts and terminology that will be explored throughout conference sessions, and we'll cover the basics so you can put what you're hearing into context.

In this session, we'll provide an overview to:

  • Typical missions and goals of Data Governance and Stewardship programs
  • Pros/cons of business-led versus IT-facilitated programs
  • Common areas of emphasis, and why programs focusing on compliance may look/feel different than ones supporting data integration and other needs
  • Basic organizational structures, roles, and responsibilities
  • Coordination points with Data Architecture groups, Data Quality teams, Auditing/Compliance officers, and other key data stakeholders
  • The role of a Data Governance framework and a Data Governance office in facilitating and coordinating efforts
  • Key Data Governance and Stewardship processes.
Speaker:
Gwen Thomas

Gwen Thomas
Data Governance Institute

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Monday
7 June
8:30-11:45

Data Governance
Tutorial

 

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Further on Up the Road: Anticipating & Addressing Data Governance Trials & Tribulations 
Robert S. Seiner, KIK Consulting/TDAN.com

No matter where you are in the development and deployment of your Data Governance program, you should always anticipate the trials and tribulations you will encounter along the way to achieving a sustainable and successful program. This workshop from Robert S. Seiner will focus on sharing real-life experience identifying and addressing hurdles and roadblocks that will present challenges to your Data Governance program further on up the road.

This session will help you to identify issues and ways to address issues surrounding:
  • The acceptance of Data Governance into your organization’s day-to-day activities
  • The selection of the approach that most appropriately fits the culture of your organization
  • The deployment of appropriate roles & responsibilities that are the basis of a successful program
  • The demonstration of value, metrics and measurements of program achievement
  • The ability to provide a transparent, incremental, supportive and collaborative program
  • The resolution of communications and deployment issues that many have encountered before you
Speaker:
Robert S. Seiner

Robert S. Seiner
KIK Consulting / TDAN.com

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Monday
7 June
8:30-11:45

IDQ
Tutorial

 

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Strategic Auditing of Data Movement for Data Quality 
Malcolm Chisholm, AskGet.com Inc

With the rising importance of BI environments, vast amounts of data are now moved from the transaction applications in which it is produced, to targets such as data warehouses and data marts. This movement, even using sophisticated ETL tools, is in and of itself is a risk to the downstream consumer. The need to orchestrate complex patterns of data movement further add to the risk. This tutorial examines approaches to auditing the flows of data, much in the same way that financial flows can be audited. A business-rules based approach is presented that makes no assumptions about the nature of the actual movement processes and technology. Also addressed is the complexity that emerges over time with data movement. Both batch and real-time data movement are examined, and a series of practical measures for auditing are presented.

Attendees will learn:

  • The fundamental characteristics of data movement and the classes of errors that can occur in it
  • The scope and nature of auditing that is required to mitigate the risks inherent in data movement - especially ETL, but also messaging
  • The essentials of a business-rules based approach to auditing data movement and the infrastructure and processes required for it to be successful
  • The governance elements needed to implement data auditing
  • Related architectural issues, such as notification, error logging, operational metadata, and process control
Speaker:
Malcolm Chisholm

Malcolm Chisholm
AskGet.com Inc

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Monday
7 June
8:30-11:45

IDQ
Tutorial

 

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Building the Business Case for Data Quality 
Danette McGilvray, Granite Falls

Are you trying to gain support for an information quality initiative in your organization? Awareness of any data quality issue immediately leads to the questions “What impact does information quality have on the business?” “Why does data quality matter?” and “What’s the return if I invest in them?”

This workshop offers a variety of techniques for answering those questions. You will learn both qualitative and quantitative methods that provide options based on your situation and the time and resources available. Whether you are beginning an information quality or governance program, trying to include them in another project, or are an individual tasked with responsibilities in these areas, you need resources and support – and these approaches will help.

Results of the assessment will help you establish the business case for information quality or data governance, gain support for those investments, and help determine the optimal level of investment.

 Key topics include:

  • Preparing to evaluate business impact
  • Techniques for assessing business impact
  • Communicating your business case
  • Real-life examples of results
Speaker:
Danette McGilvray

Danette McGilvray
Granite Falls

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Arrow12:00 - 12:30 GOVERNANCE AND IQ SOLUTIONS

Monday
7 June
12:00–12:30

 

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Organizational Alignment - 8 Practical, Powerful, & Proven Methods for Success
Jim Orr, Trillium Consulting  


Whether it's executive support you are looking for or just trying to get people and groups to actively participate in data governance this session is for you! Learn about the 8 steps to successful organizational alignment along with numerous tips and tricks that can help any practitioner achieve the alliances they require for data governance success.

Learn first hand how to navigate the murky waters of corporate hierarchy, assemble fragmented business and technology units, and circumvent organizational culture required for effective data governance. Discover how these methods not only drive mission critical alignment but can lead to new professional and social networks that can advance programs and even careers.

Join Jim Orr from Trillium Consulting as he explores the complex and not so straight forward world of organizational alignment for data governance.

Speaker:
Jim Orr

Jim Orr
Trillium Consulting  

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Monday
7 June
12:00–12:30

 

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Implementing DMBOK Data Governance using the Global IDs Product Suite
Arka Mukherjee, Global IDs


The Data Management Body of Knowledge (DMBOK) presents a sophisticated approach towards enterprise data governance. The Global IDs Product Suite contains software applications that provide the majority of functionality required by DMBOK. The presentation will provide real life examples of how companies have implemented core aspects of DMBOK by using Global IDs software.
Speaker:
Arka Mukherjee

Arka Mukherjee
Global IDs 

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Monday
7 June
12:00–12:30

 

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Brass Tacks
Scott McCurdy, ASG


Many of today’s governance processes end up appearing as administrative overhead for the business – involving only a select group of people – whereby it is given the minimal amount of attention. To ensure active engagement across the business community, the governance process must involve a broad spectrum of business users and its result must deliver “tangible” benefits across all users.  

This session will outline and demonstrate approaches to this problem whereby the business leverages and benefits from the knowledge and experience across the organization.

Speaker:
Scott McCurdy

Scott McCurdy
ASG  

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Monday
7 June
12:00–12:30

 

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Information Governance: How Trusted Information Helps Today's Organizations
Peter Mandel, IBM


Data breaches, privacy violations, increasing regulatory requirements. With these all-to-frequent challenges, today’s organizations are recognizing the need to take a more strategic approach to information governance. Information governance is an increasingly important area that is directly tied to your organization’s ability to protect, audit, manage, enhance the quality, and ultimately increase the value of your organization’s enterprise information throughout its lifecycle – into Trusted Information.

Join this session to learn the top Integrated Data Management best practices and core information governance disciplines that can help enhance your organization’s information governance capabilities, leveraging people, process and technology to ensure your enterprise data is a trusted and protected asset
Speaker:
Peter Mandel

Peter Mandel
IBM

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1:30 - 4:45 AFTERNOON TUTORIALS

Monday
7 June
1:30–4:45

Data Governance
Tutorial

 

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Data Governance for Data Warehouses, Business Intelligence, and Reporting 
Gwen Thomas, Data Governance Institute

Historically, downstream users of data have been underserved. The information they need has often been incomplete, inaccurate, or in an unusable format. They may not understand the data, have visibility into its lineage, or have confidence in it. And even worse, they don't have the political clout to make sure their needs are heard.

Data Governance can be a strong ally for these Data Stakeholders, and those who run such programs can reap the career benefits that come with the gratitude of high-end data users. In this highly-interactive workshop, attendees will assume Data Stakeholder and Data Governance program roles. We will look at three universal problems:
  1. Reconciling management reporting and financial reporting needs
  2. Evaluating the trustworthiness of information accessed through BI tools
  3. Deciding what data to include, and how to structure it, for a Data Warehouse update.

Beginning with the end in site, we will outline Data Governance insertion points, needed data rules and controls, and decision-making and authority models.

Participants will leave with an understanding of:

  • Points of governance in Data Warehousing, Business Intelligence, and Reporting environments and processes
  • A value-focused method for identifying Data Stakeholders' needs and using the Data Governance program to champion them while delivering recognized enterprise value
  • Three ready-to-use Data Governance processes
Speaker:
Gwen Thomas

Gwen Thomas
Data Governance Institute

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Monday
7 June
1:30–4:45

Data Governance
Tutorial

 

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Building a Data Stewardship Practice from Soup to Nuts (especially the nuts)
David Plotkin, AAA of Northern CA, Nevada, and Utah

More and more companies are coming to terms with the fact that they need to have a data stewardship function in order to be effective in collecting metadata (including definitions, derivations, and data quality rules), MDM, and data quality. A lot has been said and spoken about why stewardship is important, but HOW do you do it and be effective with limited resources (in the “real world”)? This presentation details how to set up a data stewardship function, how to run it, the details of managing the stewardship committee, recruiting help from IT for technical stewards, what the duties of the data stewards are, and what decisions they have to make. In addition, it covers how to staff projects for stewardship and funnel the information from projects back into the overall stewardship process.

You will learn:

  • How to recruit stewards
  • What the steward’s responsibilities are
  • How to break up responsibilities by functional area
  • Resources you can use to minimize endless meetings
  • What the decision process is
  • The use of stewards for projects
  • What and how to document decisions
Speaker:
David Plotkin

David Plotkin
AAA of Northern CA, Nevada, and Utah

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Monday
7 June
1:30–4:45

Data Governance
Tutorial

 

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Implementing Data Governance With Limited Resources and Funding 
Malcolm Chisholm, AskGet.com Inc

Data Governance theory sets great store on having executive sponsorship in order to be able to deal with data issues that cross organizational boundaries. But what happens when such sponsorship is not available, or executives can only offer lukewarm support with few resources? This tutorial examines the ways in which data management can pioneer the data governance competency and gain creditability. Emphasis is placed on using tools and techniques that require little investment. Managing the scope of governance is discussed, with data management and IT being major areas of initial interest. Techniques of reporting, demonstrating value, and marketing data governance throughout the enterprise are also addressed. Using a principles-based approach with minimum invasiveness, but wide impact is also discussed.

Attendees will learn:

  • The basics of a data governance program that will be sustainable over the long term
  • Low cost tools and infrastructure that can be leveraged in data governance
  • The use of a principles-based approach for minimal disruption and maximum effect, while avoiding bureaucracy
  • Selecting areas for data governance, especially within the IT function
  • Reporting, marketing, and stakeholder management.
Speaker:
Malcolm Chisholm

Malcolm Chisholm
AskGet.com Inc

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Monday
7 June
1:30–4:45

Data Governance
Tutorial

 

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How to Design Your Data Governance Program
Our Experiences at Sallie Mae 

Michele Koch, Sallie Mae
Barbara Deemer, Sallie Mae

This is an interactive workshop presented by an IT and business team to help you design your Data Governance (DG) Program. We will review Sallie Mae’s approach to building our successful DG Program, how we utilized business initiatives to gain momentum and resources, lessons learned, and how IT works with the business areas.

We will also cover the following modules of our DG Cookbook and help you tailor these topics for your own program:

  • Policy, Process, and Organization
  • Organizational Alignment
  • Communication Tools
  • Data Quality and How It Fits into DG
  • DG and your SDLC
  • Business Benefits
Speakers:
Michele Koch

Michele Koch
Sallie Mae

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Barbara Deemer Barbara Deemer
Sallie Mae

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Monday
7 June
1:30–4:45

IDQ
Tutorial

 

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Introduction to Data Quality Tools and Technologies 
David Loshin, Knowledge Integrity

Once you have recognized that poor data quality impacts your business, how do you address the elimination of the sources of data flaws? Data quality tools and technologies are employed in different ways to help discover data issues, isolate the source of their introduction, correct the data (if necessary), and adjust the processes to prevent unexpected data from entering the environment in the first place. This tutorial explores different data error paradigms and approaches for addressing those errors using data quality tools. We'll also look at the different tool types, how they are intended to work, and developing best practices for standardizing the way the tools are used across the enterprise. Lastly, we'll discuss how to assess business needs to determine which tools are most appropriate to be integrated into your organization.

Attendees will learn about how the following approaches work and how they integrate with an enterprise data quality program:
  • Data parsing and standardization
  • Record Linkage/Matching
  • Data scrubbing/cleansing
  • Data enhancement
  • Data profiling
  • Data auditing/monitoring
Speaker:
David Loshin

David Loshin
Knowledge Integrity

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Monday
7 June
1:30–4:45

IDQ
Tutorial

 

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Let’s Talk Business:  A Practitioner’s Guide to Communicating about Data Quality 
Danette McGilvray, Granite Falls

You have expertise in or are responsible for some aspect of data quality, but success of your job, program, or project requires commitment from people who don’t understand data quality or what you do. Getting support in the form of time, attention, money, and other resources continues to be a challenge. For those whose profession revolves around data it is hard to understand why “they” don’t get it. "They" may be those who make critical decisions about funding and resource allocation that impacts data quality activities, yet don’t understand the role information quality plays in what the organization is trying to accomplish. "They" may be peers or colleagues whose input and subject matter expertise you need, but who can’t seem to take time to meet. Find out what isn’t taught in school or on-the-job training:
  • Figuring out what you want. (It may be harder than you think.)
  • Figuring out what they need. (Connecting the dots between data and their concerns.)
  • Figuring out why they should care. (What’s in it for them?)
  • How to share it. (Communication guidelines.)

Come prepared to discuss, join in, and participate as this is a highly interactive workshop.

Speaker:
Michele Koch

Danette McGilvray
Granite Falls

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Arrow5:00 - 6:00 How-tos Forum

Monday
7 June
5:00–6:00

Data Governance

 

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MDM - Master Data Mistakes and How to Avoid Them!
Alan White, The Nielsen Company


Data is an important asset to many companies and leveraging that data properly can result in operational and IT cost savings as well as drive business growth.  Furthermore, managing strategic data assets is foundational to a service oriented architecture, which in turn facilitates business process management. These statements make master data management an enticing proposition for many executives but to achieve these results, a proper data governance strategy must be in place.

When considering master data management, a proper data governance discipline should consider the business drivers, project scope, roles and people filling each role, policies and procedures, data quality, integratability, social norms, and the operating model.  MDM is more than a single product or process, rather, it is an ecosystem of products, processes, people and information.  When executed properly, a master data management initiative can provide both savings and revenue opportunities and fewer quality escapes.

  • Why data governance plays a crucial role for master data.
  • How your master data and reference data should be leveraged and governed.
  • Why defining the operating model up front is so important.
  • Defining data stewardship activities and repeatable processes to govern data.
  • Establishing an architecture and method for accessing Master Data
Speaker:
Alan White

Alan White
The Nielsen Company

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Monday
7 June
5:00–6:00

Data Governance

 

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Data Governance Organizations: How to Determine the Right Model for Your Company
Martha Dember, EMC Consulting


Each company’s culture, structure, data governance goals and objectives as well as current aspects of stewardship data challenges and current project portfolio are just a few of the components that are used to determine a customized framework. This session will outline all the criteria used to determine the roles and responsibilities of a data governance team when first beginning a program, growing a program and restructuring of the team as the data governance program matures.

Lessons learned from organizations that have had data governance programs in place for more than 5 years will be discussed and presented as suggested “do’s and don’ts”.
Speaker:
Martha Dember

Martha Dember
EMC Consulting

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Monday
7 June
5:00–6:00

Data Governance

 

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Stakeholder Management – a “how to” guide
Michael Lombard, Global Data Competency


Without continued stakeholder buy-in, no data governance program will succeed. Yet most data governance efforts stop identifying stakeholders just after the executive sponsor has been named. Beyond the executive sponsor, there is a whole world of stakeholders who need to be identified and their motivations understood – some are openly allies, some are openly enemies, but, about most, you just don’t know.

This session will present a field-proven “objective-strategy-tactics” process for identifying, characterizing, and ultimately managing stakeholders.

It will provide tools and templates necessary to effectively identify your stakeholders, identify their motivations, and use that information to better ensure the success of your data governance program.
Speaker:
Michael Lombard

Michael Lombard
Global Data Competency

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Monday
7 June
5:00–6:00

Data Governance

 

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How to Govern Data Imported from Third Parties
Michael Scofield, Loma Linda University


Not all the data which must be governed comes from within the enterprise.  Much of it is imported from agencies and organizations beyond your control.   Such data import often involves architectural and political discontinuities. 

There are at least 90 potential points of failure when importing data.  If your business depends upon this third party data you need to establish a different type of governance or monitoring of that data flow.  Even if you cannot control that external source, you can control what you accept into your environment. 

You will learn:

  • What characteristics of data must be monitored over time
  • What issues must be addressed in a data importing agreement
  • What kinds of “data change” definitions must be clarified
  • How to construct a data flow surveillance system 
  • How you can influence the quality of the data source
Speaker:
Michael Scofield

Michael Scofield
Loma Linda University

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Monday
7 June
5:00–6:00

IDQ

 

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Starting From Zero -  A Blueprint for Developing a Data Quality Program
Patricia Chung, Vancouver Coastal Health
Gordon Hamilton


On the eve of creating a data warehouse, Vancouver Coastal Health's Decision Support department required an approach to data quality that would cost little and start to engage users within a culture completely disinterested in any discussion of data quality. Decision Support researched national and international best practices, standards and initiatives for improving data quality, with a particular focus on applications within data warehouses. Vast amounts of theory on data quality were available, with few examples and guides on "how to develop a data quality program". The DS group embarked on designing their own methodology, the Data Quality Management Framework (DQMF). This presentation will discuss how the DQMF was rolled out over the course of a little more than a year, starting with nothing more than a large volume of data, some creative thinking, and a profiling tool to establish a data quality baseline. From there, Decision Support charted its own course of trial and error in establishing a data quality program that can be replicated anywhere.
Speakers:
Patricia Chung

Patricia Chung
Vancouver Coastal Health

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Gordon Hamilton

Gordon Hamilton

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Monday
7 June
5:00–6:00

IDQ

 

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The Top Ten Insights I Learned My First Year of Data Profiling
(aka: how to ensure data profiling  success)

Cynthia Hartman, The Hartford Financial Services Group


Three years ago I didn’t even know what a data profiling tool was, let alone how to implement and roll one out “across the enterprise” at a major corporation. Now one year post-implementation, I’m amazed at both the power of the tool and how much I’ve learned about the process of introducing it to IT and business people alike.

 Come hear about how we implemented data profiling and my list of the top ten lessons learned about the experience.

Insights such as:

  • You can’t shove a tool down people’s throats, so don’t try.
  • Technical challenges and how business people can overcome them
  • Data profiling is also a process of data discovery
  • Satisfied customers are the best marketing agents
Speaker:
Cynthia Hartman

Cynthia Hartman
The Hartford Financial Services Group

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Monday
7 June
6:30–8:00

 

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Evening Reception Sponsored by Kalido


Kalido, a Platinum sponsor of The Data Governance Annual Conference, invites you to an evening reception on Monday, June 7 beginning at 6:30 p.m. Cocktails, appetizers and live entertainment will be served against the sweeping panorama of Mission Bay. Attendees will get a preview of a significant new data governance product Kalido will announce on Tuesday, June 8.
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