Pre-Conference Tutorials - June 17, 2013
| Monday June 17 7:00–6:00 |
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| Monday June 17 7:30–8:30 |
Continental Breakfast | ||||
| 8:30 - 11:45 MORNING TUTORIALS | |||||
Monday
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T1: 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. Tutorial Outline
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Monday
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T2: Master Data
Management: Ensuring Value is Delivered Kelle O’Neal, Managing Partner, First San Francisco Partners Now that your organization has decided to move forward with Master Data Management (MDM), how do you make sure that you get the most value from your investment? In this tutorial, we will cover the critical success factors of MDM that ensure your master data is used across the enterprise to drive business value. We cover:
If you are a DG practitioner and have not yet been involved in your MDM initiative, this session will show why your involvement is critical to the success of the program. If you are already involved, it will help you plan for what’s next to make mastering data a core competency in your company. This presentation is targeted at the next level of maturity for a company in a master data management journey. We will drill down into more detail on master data processes, the link between data governance and master data management, and how to go from mastering one data domain to multiple. We will approach this from a governance and business process side, not the technical components of MDM and PIM solutions. Level of Audience |
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Monday
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T3: Compliance Driven
Information Management and Governance John Ladley, President, IMCue Solutions Executives in highly regulated industries are having to address the sudden realization that, while not explicitly called out, regulators are demanding proven, improved information management and governance. The good news is the business case for information management and governance is self-defining. The bad news is many organizations still believe they can outsource it or treat it as another project. This session will cover the immediate and necessary actions regulated companies need to engage in. It will cover two case studies, health care and energy related, to reinforce the critical steps you must take if you are regulated. Attendees will learn how to:
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Monday
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T4: How to Develop Data Quality and Data Governance Metrics Michele Koch, Director, Enterprise Data Management, Sallie Mae Warren Buffett said "Beware of geeks bearing formulas". Good advice to live by but most of us implementing Data Governance and Data Quality Programs need to be geeks some of the time in order to develop formulas to derive metrics to market and sustain our programs. This tutorial will provide a detailed, step-by step account of Sallie Mae's successful approach to developing program metrics associated with their award winning enterprise Data Governance and Data Quality Programs. It will also cover deriving business value metrics by quantifying the impacts to generating revenue and avoiding costs. Topics that will be covered include:
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Monday
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T5: IQ101 Introduction to the Tao of Information Quality Joy Medved, Independent Quality Coach & Trainer, Paradata Consulting Daragh O Brien, Managing Director, Castlebridge Associates The effective management of Information Quality is a critical factor in any successful Enterprise Information Management program. And while we all endeavor to do our best to achieve quality in our organizations, to paraphrase Deming: “Best efforts without a theory of knowledge lead to chaos.” To that end, this half-day tutorial provides structured boot-camp style grounding for practitioners working in the Information Quality discipline. It focuses on fundamental principles and methodologies, giving old-hands a helpful refresher and new entrants a comprehensive introduction to the core concepts. Among the topics discussed will be the role of Information Quality and its relationship to other related disciplines, as well as some essential principles of Change Management that help organizations get the breakthrough thinking necessary for sustainable improvement. During this tutorial, participants will learn:
Taken together with IQ201, participants will be exposed to a rigorous and holistic grounding in some critical fundamental and intermediate-to-advanced skills for effective Information Quality Management. Level of Audience |
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Monday
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T6: How
to Build a Strategic Enterprise Information Quality Program to Drive
Shareholder Value and Operational Integrity Jay Zaidi, Director, Fannie Mae An Enterprise-level Information Quality (EIQ) program is a "must have" for every organization regardless of size or business domain that can drive shareholder value. The focus of this tutorial will be to help attendees manage data and information as strategic assets, make a strong business case for a strategic EIQ program, develop a conceptual solution architecture and deploy business intelligence for information quality. Addressing IQ across your organization’s information chain will result in significant improvement to critical business functions such as risk management, regulatory compliance, financial reporting, customer service, marketing, sales and accounting. This “how-to” tutorial has been developed to help professionals conceptualize and deploy an Enterprise-scale IQ program, rather than limiting it to a departmental level - to better leverage EIQ investments and drive operational integrity. Attendees will be taken through a structured process that will help them appreciate why an Enterprise-level Information Quality (EIQ) program is a "must have". This will be followed by a discussion of what the difference between a tactical and strategic EIQ program is and how a strategic EIQ program delivers shareholder value. Attendees will learn and understand:
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| 12:00
- 12:30 DG AND IQ SOLUTIONS |
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Monday
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Use an Evolutionary Approach for Agile and Fast-Paced MDM MDM used to be very intimidating. It could imply dramatic changes to the systems or processes, creating resistance in adoption and additional workload. ROI would be buried by costs, long timeframes and lack of solution sustainability. Evolutionary MDM is a non-intrusive and iterative approach that delivers swift progress, brings momentum and executive support to the data governance initiative. In this session, we will discuss how Semarchy’s customers use this approach to produce tangible results in the first few days and rapidly gain confidence and traction. We will also explain they now scaled it across domains without unnecessarily impacting the existing organization. |
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Monday
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Master Data Management at the Speed of Cloud – Dell Boomi MDM Rob Moyer, Product Manager, Dell Boomi Join Rob Moyer, Product Manager from Dell Boomi to learn more about next-generation Dell Boomi MDM – a simple, cost-effective and scalable way to create and manage master data. We’ll show you how to assure data integrity across multiple applications and systems, while retaining data security in the cloud. With Dell Boomi MDM you are able to validate, cleanse, enrich data in real-time ensuring that data entry errors are identified at the source and not allowed to propagate across the enterprise. Real-time matching helps to prevent duplicates from entering any of your source systems. The end result, users have access to “golden data” in the systems they use on a daily basis. Whether in a cloud CRM application or an on-premise finance application, users immediately see the updated information, regardless of where the change was initiated. |
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| 1:30 - 4:45 AFTERNOON TUTORIALS | |||||
Monday
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T7: How to Jumpstart Data Governance Within your Organization Steven Zagoudis, CEO, MetaGovernance Inc. Many companies have become aware of the need for Data Governance but are not certain where to begin. In some companies, this awareness rises from the need for timely, quality data for operations or reporting. Others have been given recommendations of findings from examiners, auditors, or their boards to implement a “Governance” strategy, including reliable metrics for their data assets. Knowing how to go from “zero to sixty” in Data Governance can seem daunting. This session provides a clear direction to build the foundation of Data Governance within your company. The session will starts with an overview of how assess the level of Data Governance maturity within your company and specific steps to take to implement Data Governance depending upon your organizational goals. The session continues to define the fundamentals of a Data Governance implementation, position descriptions, Data Governance controls and metrics. During this tutorial you will learn:
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Monday
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T8: Are You Certifiable?
Developing Your Data Stewardship Certification Program Pat Branum, Enterprise Data Management, Capital One Eileen Koski, Data Governance & Medical Informatics Professional Many disciplines are introducing and emphasizing the certification of individuals as experts. Is it time to look at certifying data stewards? The goals of a data stewardship program include standardizing processes and improving skills of the participants across the enterprise. It seems appropriate to want to certify that the organization’s data stewards are doing this consistently. This session will teach participants how to determine whether creating a data stewardship certification program is right for their organization and, if so, how to design, implement, and maintain one. The tutorial will include exercises on how to structure a Data Stewardship Certification program for their organization’s specific needs. The material for this session is based in part on experience the speakers had in implementing a certification program and training data stewards during 2011 and 2012 at a health care administration organization, as well as related experiences with data quality in different settings.
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Monday
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T9: How to Overcome Major Resistance Issues to Data
Governance John Ladley, President, IMCue Solutions There are a lot of talks about justifying data governance and data quality programs and selling data governance and data quality. But the majority of data governance and quality programs still falter, in spite of growing business acceptance and support. Experience is showing that there are common “elephants in the room” that data governance and data quality groups try to side step. But they are normal resistance patterns and can be managed, and even leveraged. This tutorial will:
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Monday
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T10: Mapping Data Governance
Policies to Business Processes: Using Business Process Management to Align the Producers and Consumers of Data Sunil Soares, Founder and Managing Partner, Information Asset, LLC Business Process Management (BPM) and Data Governance are beginning to converge. Data governance practitioners need to take advantage of this trend for the following reasons:
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Monday
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T11: IQ201 Executing
Sustainable Information Quality Joy Medved, Independent Quality Coach & Trainer, Paradata Consulting Daragh O Brien, Managing Director, Castlebridge Associates While most practitioners agree that Information Quality is extremely important for successful Enterprise Information Management, many are unsure how to effectively develop or improve their IQ program. IQ201 is designed for practitioners already familiar with fundamental Information Quality methodologies, such as those presented in IQ101. Capitalizing on those fundamental concepts and principles, this half-day tutorial provides a structured life-cycle framework and meta-methodology developed by Medved and O Brien that practitioners can apply to their own Information Quality program. While we can’t promise Zen enlightenment, participants will be encouraged to either develop or critically assess their own Information Quality programs, and identify opportunities for improvement. Some of the topics discussed in this tutorial include:
Taken together with IQ101, participants will be exposed to a rigorous and holistic grounding in some critical fundamental and intermediate-to-advanced skills for effective Information Quality management. (Note: It is not required to take IQ101 in order to take IQ201.) Level of Audience |
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Monday
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T12: 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:
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| 5:00
- 5:50 Conference Sessions |
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Monday
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Carrot
or the Stick? Creating and Enforcing Data Governance Policies Tina McCoppin, Founder and Partner, Ajilitee A typical measurement of maturity for a Data Governance program is the ability to establish and propagate policies related to the control and management of data. In this session, learn everything you need to know about data governance policies: different types, responsible parties, how to enact them, key components and best practices. Common (and a few uncommon) policy examples across industries will be highlighted for discussion. We’ll also address what happens after you formally declare a set of Data Governance Policies – the hurdle of institutionalizing them as a standard part of your organization’s data playbook. This session will explore the following:
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Monday
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From
Policy to Governed in 120 Days Mike Stiffler, Director, Data Governance, Catholic Health Initiatives Catholic Health Initiatives (CHI) recently stood up a brand new data governance program. The time was right due to changes in the way the healthcare industry must collect, manage, and regulate its data. Additionally, new federal reporting requirements are driving the need to have higher quality data, consistent standards, and the proper level of data stewardship. This presentation will provide a detailed overview of CHI’s 120 day journey for developing an enterprise data governance policy to creating the company’s first data quality dashboard. The stops along the way included creating a cross-organizational Data Governance Council, identifying the critical data elements, defining data quality measurements, nominating the right data stewards, and deploying a data quality dashboard. CHI also took a road less traveled and selected transactional data as its first data domain to govern. Come find out the drivers behind all their decisions. A few characteristics of the challenging environment:
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Monday
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A Three Legged Platform: Data Governance,
IT Projects/Systems, and Risk Reduction Peter Aiken, Founding Director, VCU/Data Blueprint Michael Makatura, CIO, Risk Transfer IT projects and systems stand to gain perhaps the most from good data governance. They are the linchpin - sitting between business value and chaos/risk. This session will describe how data governance can play a role at all project development stages as well as during system maintenance. However, an even more important data governance role is played in the specification of IT projects. Guided by an appropriate framework, data governance enforces IT solutions based on vastly simplified, easier to maintain designs resulting in a lower cost IT infrastructure. Understanding data governance results in a shift away from how IT projects are conceived. From specification to reengineering – appropriate, associated data governance work products are described. These in turn impact IT development in fundamental ways focusing on business value. Governance roles provide guidance at each lifecycle phase. We will illustrate how these help to reduce SDLC phase specific risks, improve communication, provide a common vocabulary, and otherwise frame IT solutions. Attendees will take away an understanding of:
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Monday
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People Do Matter – How to Build Data Governance Leaders Kira Chuchom, Data Governance, Microsoft People Do Matter – How to Build Data Governance Leaders is a real-world example of a Skills Development and Certification Program that prepares Business, Data and IT professionals to set up and sustain Data Governance Offices.
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Monday
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Challenges and
Successes of Establishing a Data Quality Assurance Program Elizabeth Harney, Director of Data Quality Assurance, Commonwealth of Massachusetts The Commonwealth of Massachusetts is currently building the most comprehensive All-Payer Claims Database (APCD) in the nation. The database includes member and claims data from ALL private and public health care insurers in the Commonwealth. As Director of Data Quality Assurance for the Center of Health Information and Analysis (CHIA), Elizabeth Harney is charged with designing and implementing a data quality assurance program to improve the completeness, accuracy, integration, timeliness, and uniformity of the data. Elizabeth will describe the quality assurance program and the related challenges and successes. Topics:
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Monday
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Aligning
Data Quality Management with your Data Governance Program Mark Allen, Sr. IT Consultant - Data Governance, WellPoint Implementing and maintaining effective data quality management practices should be one of the primary goals of data governance. However, data quality management and data governance initiatives are not often clearly distinguished nor tightly coupled and this can diminish the effectiveness of both. It is critical to ensure that clear, consistent data quality management processes are built into the data governance program, particularly at the enterprise level if EIM and MDM initiatives are emerging. Data governance and data quality teams should be tightly coupled to ensure there is transparency with proposals and decisions. This topic will focus on how to align data quality management with your data governance program. This presentation will provide practical guidance and examples for planning, aligning, and implementing tightly coupled, closed looped processes between data quality management and your data governance program. Key topic areas will include:
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