Pre-Conference Tutorials - June 25, 2012

Monday
25 June
7:00–6:00
Registration
Monday
25 June
7:30–8:30
Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
25 June
8:30-11:45

Data Governance

 

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T1: Getting Started With Data Governance – A complete framework for Data Governance, Quality, and Security 
Pablo Riboldi, Solution Manager for Information Governance and Quality, LDS Church
2012 DG Best Practice Award Submission

Every organization that starts a DG program has to answer the question “What are we exactly going to do?” Because Data Governance is a young, developing discipline, most organizations have to do some trial and error before they find their way of doing Data Governance. This can be costly and sometimes deadly to the program. However, there is a framework for you to use to determine what to do.

In this tutorial you will learn and define:

  • What should be your Data Governance program structure
  • Who should be involved
  • What should each role do
  • How to build the right processes
  • How to choose the right strategies to move forward

If you are involved in defining, starting, or guiding your organization’s Data Governance program, this is the tutorial for you.  Invite your CIO and your data stewards!

Speaker:
Pablo Riboldi

Pablo Riboldi
Solution Manager for Information Governance and Quality
LDS Church

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Monday
25 June
8:30-11:45

Data Governance

 

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T2: Metadata Governance - Overseeing Your Business Terms, Definitions, Uses, and Implications 
David Loshin, President, Knowledge Integrity

Business policies drafted by non-technical people contain many references to business terms, concepts, and loosely-defined notions. In the context of an enterprise data architecture, the existence of differences in use and definition of commonly-used concepts exposes inconsistencies will complicate oversight, reduce efficiency, and stall application development.

Extracting information requirements from business policies goes beyond the isolation of business rules that are linked to data expectations. It must incorporate the right approach to identifying data concept use, processes for clarification of definition, and overseeing metadata management. To ensure compliance with data policies linked to corporate business objectives, there must be processes for identifying key business terms, proposing definitions, iterative review and approval, and publication of standards. In this tutorial we explore the right approaches to collaborative semantics and metadata, tracking lineage and use, and tools to simplify analysis and evaluation of impacts of changes to terms and definitions.

Attendees will learn about:

  • Ground rules for defining business terms
  • Collaborative, governed metadata procedures
  • Differentiation of similar business terminology
  • Developing a “chain of definition” for data element concepts from specification to multiple uses
  • Using the chain of definition for impact analysis and project scoping
Speaker:
David Loshin

David Loshin
President
Knowledge Integrity


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Monday
25 June
8:30-11:45

Data Governance

 

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T3: Data Fundamentals for the New Data Governor 
Michael Scofield, Assistant Professor, Loma Linda University

Data governance may be business oriented, but some business experts assigned this role need a refresher on basic data, I.T. and database concepts.  This workshop will provide the information business managers and executives need to understand in order to support their organization’s data governance program.

The session will begin with a quick review of data management principles. Discuss what governance techniques are appropriate to what kind of data.  After a survey of visibility into data behavior and techniques allowing that, we will examine data change, kinds of data change, how it takes place, and the downstream consequences.

In this workshop you will learn:

  • A lexicon for distinguishing between types of data and prioritizing governance
  • The importance of entity life cycle in evaluating change control
  • Innovative technique used to capture audit trails  
Speaker:
Michael Scofield

Michael Scofield
Assistant Professor
Loma Linda University

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Monday
25 June
8:30-11:45

Data Governance

 

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T4: Governing Master Data 
Dawn Michels, Sr. Data Architect, LifeTouch Portrait Studios

The success of Master Data Management depends on strong data governance. MDM at its core is the management of key domains of data that the business depends on. Governance is a convergence of data quality, data management, business processes and management of these within an organization. It requires deliberate efforts to insure consistency and control in the ongoing maintenance and use of this information.

This tutorial focuses on the people, processes, policies and organization required to govern master data. The business knows what they use the data for, and technologists can be helpful managing how this asset can be provided, but the collaboration through governance is important to succeed.

Some of the topics that will be covered include:

  • Governance Roles within your organization and identifying key players for MDM
  • The unique aspects of governance that are required for MDM
  • Creating a compelling business case for MDM (why should they care?)
  • Developing the right organizational structure, processes and policies to govern master data
  • Assessing business partner expectations for managing master data domains
  • Identifying common characteristics and attributes across source data systems
  • Decision processes for assigning attributes to master data concept
  • Applying the Data Governance Life Cycle Methodology to MDM
Speaker:
Dawn Michels

Dawn Michels
Sr. Data Architect
LifeTouch Portrait Studios

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Monday
25 June
8:30-11:45

IDQ

 

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T5: Information Quality 101 
Daragh O Brien, Managing Director, Castlebridge Associates

Congratulations! You’ve been assigned to the Information quality program or have been asked to lead it. You’ve been told it is a great career opportunity and essential to the success of the organization in these challenging times. But what is information quality exactly? What will you be required to do? What skills will you need to learn and apply? Is it just a technology challenge? Will data cleansing tools and processes get you the results you need? How will you explain what you do to others?

This tutorial presents an overview of information Quality Management (IQM). We also discuss the basic principles of Information Quality and the key tools and techniques that are common to successful IQ methodologies.

You will learn:
  • The fundamental principles and core components of IQM
  • How to develop an information quality strategy
  • Insights into how Information Quality integrates with and supports a wide range of other Enterprise goals, from BI to MDM, to Governance
  • Relationship between IQM and Data Governance, Privacy, Regulatory Compliance etc.
  • Key success factors of successful IQ initiatives

Join this interactive session to add new vigor and direction to your information quality program!

Speaker:
Daragh O Brien

Daragh O Brien
Managing Director
Castlebridge Associates

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Monday
25 June
8:30-11:45

IDQ

 

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T6: Statistical Process Improvement, Data Quality & Data Integration
Andres Perez, Senior Information Management Consultant, IRM Consulting, Ltd.

Organizations spend large amounts of money, time and human resources implementing data integration processes (usually via ETL or Extract, Transform and Load, tools). However, quite often the customers of the new data structures are disappointed if not frustrated with the quality of the information. Consumers of the information frequently complain that lack of transparency in the design and implementation of these applications results in lack of trust, inhibiting the use of the new data structures. In addition, defect detection and correction in databases and data integration processes is very difficult and time consuming.

This workshop provides a practical method to implement a highly effective defect detection, correction and prevention environment as well as transparent, auditable and maintainable data controls (e.g., database auditing) and data integration processes. This method is applied to Data Conversions, Master Data Management, Data Warehousing, Data Quality and Data Governance Metrics.
Speaker:
Andres Perez

Andres Perez
Senior Information Management Consultant
IRM Consulting, Ltd.

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Arrow12:00 - 12:30 GOVERNANCE AND IQ SOLUTIONS

Monday
25 June
12:00–12:30

 

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Empowering Your Business for Information Governance
Shawn Ahmed, VP, Global EIM Business Development


How do you get business leaders to invest in and see the value of information governance? To answer this question, you need a business-oriented approach for information governance. Solutions that support your information governance initiatives should provide easy-to-use interfaces designed for all users (not just IT), seamless integration with your business processes, and progress of your governance initiative with a way to measure and score your data.

For all types of organizations including those with a heterogeneous IT landscape, SAP offers market-leading Enterprise Information Management solutions to meet your comprehensive information governance needs. In this session, you will learn how to empower your business to support governance using the ground-breaking SAP Information Steward and SAP Master Data Governance solutions.  

Speaker:
Shawn Ahmed

Shawn Ahmed
VP, Global EIM Business Development
SAP

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Monday
25 June
12:00–12:30

 

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From Projects to Program: Better Business Outcomes with Master Data Governance
Mike Wheeler, Director Data Governance Solutions, Kalido


Business performance is equal parts Business Process Excellence and Information Accuracy. If either is not optimal, business outcomes can be unpredictable and under par. When it comes to information to feed business processes, the owners of those processes are in the best position to describe or define what is required as data inputs to achieve best performance.

Sadly, the rules that govern data management are often developed bottom up rather than top down. The business outcomes are considered to be by-products rather than drivers of the rules that dictate how data should be created, consumed and sustained. Kalido offers an alternative approach that puts business and IT professionals into a common collaborative space to create policies that inform the organization on practices, standards and procedures to sustain continuous improvement of business information over time.

In this session, you will learn the key attributes of a business-defined data policy, how it is embedded in the operations of an organization, and how it works in harmony with Master Data Management systems to ensure that bad data never enters a good business process.

Speaker:
Mike Wheeler

Mike Wheeler
Director Data Governance Solutions
Kalido

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Monday
25 June
12:00–12:30

 

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Proactive Data Governance for Today’s Data Steward
Steve Balk, VP, Innovative Systems, Inc.
Max Gano, Founder, OONdada


As the responsibilities of the Data Steward evolve to meet the ever-increasing complexities of business, what are the day-to-day activities that ensure effectiveness in this role?  More specifically, how does one manage these responsibilities in a proactive way?  Innovative Systems, in partnership with Max Gano of Oondada, will discuss a day in the life of today’s Data Steward, including how they translate policy into actionable rules and controls, monitor data sets, and transparently track data anomalies through notification and KPI reporting.  These concepts will be demonstrated through an advanced profiling and discovery solution. 
Speakers:
Steve Balk

Steve Balk
VP
Innovative Systems, Inc.

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  Max Gano Max Gano
Founder
OONdada

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1:30 - 4:45 AFTERNOON TUTORIALS

Monday
25 June
1:30–4:45

Data Governance

 

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T7: The First 11 Steps to Starting a World-Class Enterprise Data Stewardship & Governance Program
David Marco, President, EWSolutions

Data and information are critical assets of any organization, and should be considered as valuable a resource as buildings, employees and products. For a company to gain a significant competitive advantage, it must focus on managing and using its data effectively. Data stewardship and the governance of information assets are essential parts of any relevant information systems strategy for the 21st century.

Moreover, without a successful data stewardship and governance program it is impossible to properly implement an enterprise master data management effort or any enterprise-spanning activity.

This intensive half day session will present the first 11 key tasks in creating and implementing a data governance and stewardship program, based upon successful real-world implementations at several leading edge companies. The attendees will gain an understanding of the importance of data governance, the various types of information management approaches, the data steward’s function in the data-information-knowledge continuum, and will provide proven approaches to the implementation of a data stewardship and governance program.

Seminar Outline
  • How to Convert Data into Information
  • Introduction to Data Governance
    • Understand the four types of data stewards
    • Learn to identify the right people to become data stewards
    • Issues and challenges of data stewardship
  • Detailed Discussion of the Data Governance Framework
  • Walkthrough of the First 11 Tasks of a Data Governance and Stewardship Program
    • Create a data governance program charter
    • Form the Data Governance Council
    • Create rules of order
    • Assess the current data management situation
    • Define and prioritize council activities
    • Establish roles for council members
    • Identify business cases for data governance (perhaps by subject area)
    • Identify appropriate data stewards (chief and business), technical stewards and custodians
    • Form the business data stewards into teams – by subject area
    • Develop the Data Governance Program Scope document
    • Create standard documents and forms
  • Challenges to a Data Governance and Stewardship Program
    • Key pitfalls to avoid
    • How to break down political barriers
    • How to implement your program in manageable iterations
  • Conclusion, discussion, references for additional study
Speaker:
David Marco

David Marco
President
EWSolutions

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Monday
25 June
1:30–4:45

Data Governance

 

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T8: How to Develop a Complete Enterprise Data Governance Policy
Robert S. Seiner, President and Publisher, TDAN.com/KIK Consulting & Educational Services

An Enterprise Data Governance Policy defines the organization's (or Business Unit's) core principles of what it means to "govern" data and the dimensions of how to measure governance effectiveness. Whether or not a policy is required by your organization, this artifact becomes a valuable communications and awareness tool, and the backbone of a successful Data Governance program.

In this workshop, Bob Seiner will define a structure for policy development and walk the attendees through the components step by step resulting in a complete Enterprise Data Governance Policy. Attendees can expect to walk away with an end product ready for consideration in their organization.

This tutorial will focus on:
  • Structure of an Enterprise Data Governance Policy
  • Defining Data Governance Principles
  • Defining Measurable Dimensions of Data Governance
  • Creating the Policy "Big Picture" as a Communications Tool
  • Defining "Enterprise" in Terms of Data Governance Policy
  • Gaining Approval of an Enterprise Data Governance Policy
Speaker:
Robert S. Seiner

Robert S. Seiner
President and Publisher
TDAN.com/KIK Consulting & Educational Services

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Monday
25 June
1:30–4:45

Data Governance

 

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T9: Communicating Data Governance
Peter Aiken, Founding Director, VCU/Data Blueprint
Valerie Torstenson, VP of Consulting, IMCue Solutions

This tutorial will describe steps required to develop data governance communication. While data governance isn't a new concern for organizations, many parties are newly exposed to the wider needs for data governance and the unacceptable results of poor data governance increasing awareness. As a core data management function, data governance is central to "defining, coordinating, resourcing, implementing, and monitoring organizational data program strategies, policies, plans, etc. as coherent set of activities." Developing an efficient/effective communication plan is a critical success factor in the success of any data governance organization.

In the past, the majority of plan focus has been on technical aspects of data governance. Now we know that at least three data governance communication-types (internal, responsive, and proactive) are required for your organization.

Other aspects of data governance communication planning include: when specifics are required, where to get certain information, and how to develop and implement the plan. The tutorial will provide you with a clear and concise understanding of what data governance communication is required and how this function interacts with host organizations. Without this knowledge, it is difficult to implement properly balanced data governance/stewardship.

Speakers:
Peter Aiken

Peter Aiken
Founding Director
VCU/Data Blueprint

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  Valerie Torstenson Valerie Torstenson
VP of Consulting
IMCue Solutions

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Monday
25 June
1:30–4:45

Data Governance

 

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T10: Achieving Data Governance Maturity-Measuring the Value of Your Program
Martha Dember, Sr. Practice Consultant, EMC Business Consulting Services

Over the past decade many organizations have started, stopped and restarted their data governance programs. Business cases are developed around a particular business problem/project but what happens once that project is completed? How do you build sustainability? Growth and Maturity?

There are few varying maturity models that have been published over the past few years that attempt to rate your company’s progress in different ways. Some measure the level of perceived value while others measure competency in execution. This session will explore how measuring your true maturity is more than how you score on these models along with developing metrics to prove it. Why is this so important? Without qualitative metrics to consistently promote the value your Data Governance Program contributes to the organization, momentum and support can wan, and your program stagnates. This session teaches how to develop metrics to measure the growth and maturity of your program along with proving the value along the way.

Attendees of this tutorial will learn:

1. How to prove the value of a data governance program

  • Executive Level – Qualitative
  • Management Level – Quantitative

2. What are the metrics you need and how do you derive them? Here are a few to think about….the session will address more:

  • # of data domains on-boarded
  • # of issues in stages 1 and 2
  • # of issues in solution stage
  • # of solutions implemented
  • % of time spent on implementation
  • # of data stewards / overturn
  • # of change management issues
  • # of projects utilizing governance

3. Communications necessary to sustain your program long term

  • Conveying the message:
    • Data Governance Dashboard
    • Success stories
    • When is it appropriate to use email messages
    • These and many more will be discussed and examples and templates provided
Speaker:
Martha Dember

Martha Dember
Sr. Practice Consultant
EMC Business Consulting Services

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Monday
25 June
1:30–4:45

IDQ

 

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T11: Using Data Profiling for Proactive Data Quality Improvement 
David Plotkin, Advisory Consultant, EMC2

As your company moves to proactive data quality improvement, data profiling provides a robust methodology and toolset to discover quality issues before your customers do. This presentation discusses the advantages of proactive data quality improvement, how to set up an infrastructure (including stewardship) to support the effort, the gathering and documentation of data quality rules, what data profiling is, using data profiling for existing and new data elements, and what to do when you do find data quality issues.

You will learn:

  • What data quality issues profiling helps you find
  • How to build templates for collecting data quality rules and a repository to store those rules in
  • Building a partnership between Business, IT and the DQ Team - what works and what doesn’t
  • An iterative methodology for finding and then reviewing the results of data profiling
  • Implementing data quality rules during a data load
Speaker:
David Plotkin

David Plotkin
Advisory Consultant
EMC2

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Monday
25 June
1:30–4:45

IDQ

 

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T12: Strategies for Record Deduplication and Managing Master Data
John Talburt, Professor, Information Science, University of Arkansas at Little Rock
Yinle Zhou, Research Associate, Information Science, University of Arkansas at Little Rock

The inability to properly integrate the same information coming from multiple sources is one of the leading causes of poor data quality in an organization. Whether it is the failure to recognize the same customer making transactions through different sales channels or to aggregate sales of the same product, the negative impact on business can be significant. This tutorial provides an introduction to current practices for data matching and record linking that are foundational to building an effective strategy to improve data integration and managing master data.

Major topics include:
  • Creating and analyzing matching rules
  • Strengths and weaknesses of commonly used approximate match algorithms
  • Relationship and asserted resolution
  • Four major types of entity resolution systems
  • How to maintain persistent master data identifiers
  • Evaluating and monitoring entity resolution results

Despite the fact that proper data integration is key to data quality and also an important component of master data management, most books and tutorials only address very narrow aspects of the problem. This tutorial looks at the overall process and how the different components fit together to form a complete system. The tutorial is aimed at the introductory to intermediate level. In addition, participants do not need an IT or programming background to understand and benefit from the concepts presented. Managers, business analysts, and other who have an interest in seeing that data is properly integrated will benefit from the tutorial as well.

Speakers:
John Talburt

John Talburt
Professor, Information Science
University of Arkansas at Little Rock

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  Yinle Zhou

Yinle Zhou
Research Associate, Information Science
University of Arkansas at Little Rock

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Arrow5:00 - 5:50 How-to Forums

Monday
25 June
5:00–5:50

Data Governance

 

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Can’t We All Just Get Along? Leveraging Strengths on the Data Governance Team
Anne Buff, Thought Leader, inSight, DataFlux Corporation


Whether you have been tasked with developing a data governance program or you are managing a well-defined data governance team, there is one constant across all maturity levels of data governance: PEOPLE. And of course, all of these people come to the table with distinct skills, abilities and personalities. While everyone’s goal is to successfully manage your organization’s data, how can you successfully manage those who manage the data?

Using assessment data that has been measured for almost 50 years, this session will identify the four dichotomies of personality identified by the Myers-Briggs Type Indicator and map the strengths and challenges of each to the needs of data governance programs.

During the session attendees will discover:
  • A model for understanding individual differences of team members
  • Methods for managing diverse personalities
  • Ways to leverage key personality strengths to advance data governance initiatives/goals
  • Challenges that appear when specific team members work together and proactive management of such challenges
  • What to provide data governance team members for individual and team success
Speaker:
Anne Buff

Anne Buff
Thought Leader, inSight
DataFlux Corporation

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Monday
25 June
5:00–5:50

Data Governance

 

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Using Project Management Methods to Build an Effective DG Program in Six Months
Rhonda Delmater, Principal Consultant, Enterprise Information Associates, LLC


A certified PMP will share a master project plan, concurrent project implementation threads, project management processes and techniques, team structure, team-member roles, and key decision points relating to her experience implementing a successful Data Governance program for a Fortune 1000 global leader in Contact Center Business Process Outsourcing along with key performance indicators, lessons learned and recommendations. This case study will feature real-world examples and extraordinary results.

Attendees will discover:

  • How to apply the Program Management Body of Knowledge (PMBOK) to Data Governance Implementation
  • How to leverage Data Steward Subject Matter Experts
  • Approaches to measuring Data Quality Improvement
  • Critical Success Factors for your post-implementation Data Governance Program
  • Why Data Governance is fertile ground to apply Process Improvement
Speaker:
Rhonda Delmater

Rhonda Delmater
Principal Consultant
Enterprise Information Associates, LLC

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Monday
25 June
5:00–5:50

Data Governance

 

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Monday
25 June
5:00–5:50

Data Governance

 

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The New Deal - How the University of Washington Overcame the Great Data Depression
Bill Yock, Director of Enterprise Information Services, University of Washington
Todd Mildon, AVP, Data Management, University of Washington


Building upon the UW's Constitutional Democracy approach to data governance several acts and programs have emerged as the transformative "New Deal". Analogous to the historic New Deal acts during the US great depression, we have formed shared public works like projects to tackle some of our biggest data management challenges.

This session will highlight case studies including:

  • Creating data retention policies that balance risks versus analytical value
  • Launching an Enterprise Reporting Service to deliver key performance metrics
  • Speeding up Enterprise Data Warehouse development with stronger collaborations between business and IT
Speakers:
Bill Yock

Bill Yock
Director of Enterprise
Information Services
University of Washington

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  Todd Mildon

Todd Mildon
AVP, Data Management
University of Washington

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Monday
25 June
5:00–5:50

IDQ

 

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Profiling Data Quality Vendors for Your Data Quality Tool Solution
Tom Salvesen, Enterprise Data Management Consultant, BCD Travel
Ilyas Siddique, Enterprise Data Management Analyst, BCD Travel


You got what you asked for – your data governance program has been approved. Now what? A key enabler of a successful data governance program involves the selection of the right data quality tool solution. This session will walk you through the detailed process BCD Travel recently used in its selection and acquisition of a data quality tool for its enterprise data management initiative. You will be introduced to a process that maintains a constant balance of business, financial and technical requirements.

This session will cover:

  • Gauging your company’s data quality appetite and how that impacts tool selection
  • Successfully navigating through the maze of data quality tool solutions on the market today
  • Constructing and issuing a vendor request for information and request for proposal
  • Developing vendor scoring criteria
  • Conducting an on-site proof of concept
  • Making a complex decision easier by developing a comprehensive functionality matrix
  • Getting to an accurate and comparable vendor total cost of ownership
  • You are not alone: How to successfully engage senior management, stakeholders, procurement and information technology
  • Revealing hard-earned lessons learned
Speakers:
Tom Salvesen

Tom Salvesen
Enterprise Data
Management Consultant
BCD Travel

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  Ilyas Siddique

Ilyas Siddique
Enterprise Data
Management Analyst
BCD Travel

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Monday
25 June
5:00–5:50

IDQ

 

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Improving Data Quality at Chevron
Ken Knowles, Program Manager, Chevron


Chevron has undertaken a multi-year transformational journey to enable our company to better leverage information and information technology for superior performance and growth. One of the three-year goals of the Information Technology Transformation is to improve data quality. The purpose of the Improve Data Quality initiative is to identify and standardize top data types to provide Leadership with more accurate information so they can make better informed decisions. The transformation metric was to identify and standardize the top 10 data types by year-end 2011 and ensure the top 5 data types are assessed as high quality by year-end 2011.

The scope of the initiative includes the development of capabilities that cover:
  • Organization Capability including the development of computer-based-training (CBT) courses for business and technical audiences
  • Enterprise-wide Technology Solutions including data quality assessment (data profiling and business rule based assessment), master data management and metadata management
  • Data Governance Processes including the publishing of proven data governance methods from industry models and internal Chevron initiatives
  • Enterprise Information Architecture Methodologies including a phase-by-phase list of document templates and completed examples
  • Data Management Leading Practices Repository
Speaker:
Ken Knowles

Ken Knowles
Program Manager
Chevron

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