Pre-Conference Tutorials - June 27, 2011
| Monday 27 June 7:30–8:30 |
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| 8:30 - 11:45 MORNING TUTORIALS | ||||||
Monday
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A Best Practice Methodology for Enterprise Data Governance Mike Ferguson, Managing Director, Intelligent Business Strategies Ltd In order to achieve enterprise data governance, a company needs to invest in people, processes and a suite of technologies that support end-to-end data management activities. This tutorial looks at the business problems caused by poorly managed data, and defines the requirements needed for a company to confidently manage and govern master, transactional, analytic and unstructured data across the enterprise. It then defines an end-to-end methodology to get structured and unstructured data under control.
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Monday
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Implementing Successful Governance for Metadata Malcolm Chisholm, President, AskGet.com Every year the volume and scope of metadata increases, but in many enterprises it continues to be managed and a low level of maturity. Data Governance is rapidly gaining wide acceptance as an essential competency, but if it is to be truly successful it must be applied to metadata. This tutorial examines what is required for the governance of metadata. It lists the various categories of metadata that need governance, and the different kinds of governance involved. Governance of metadata stores - repositories - is examined in detail, and are specific kinds of metadata, such as business rules. In addition the presentation examines the roles that stakeholders must play in metadata governance, and how these roles are distributed among the business and IT. Tools and techniques for metadata governance are described. Problems that can arise from lack of governance of metadata are explored, along with how to justify the allocation of resources to metadata governance. Attendees at this tutorial will learn:
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Monday
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Understanding and Implementing Data
Governance Controls Steven Zagoudis, CEO, MetaGovernance Inc. Information controls and reconciliation procedures are mandatory in today’s regulatory and compliance driven environment. CXO executives are demanding more and more controls prior to automating financial or industry reporting to provide assurance that information is accurate. Most organizations have not connected these controls and procedures to their Data Governance efforts. Organizations waste tremendous opportunity costs by not leveraging their data assets for automated reconciliations. This tutorial changes all that by providing a clear understanding of how Data Governance controls can enhance or replace existing controls, most of which are manual efforts. Attendees will learn the general expectation around the need for controls from the various constituents. We will then explore how to define Data Governance controls and implement them, often with existing technology and procedures. Attendees will walk away with templates and draft procedures that can be implemented when returning from the conference. This tutorial will focus on:
If you believe information is truly an asset, then engaging the entire business is mandatory. If managing information assets is a business issue, then data governance is a business program, not an IT program. In fact, experience and research shows none of the critical success factors for data governance have anything to do with technology. |
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Monday
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Driving Your Organization’s Data
Governance Program: Direction and Advice for Business Managers John Ladley, President, IMCue Solutions Pamela Thomas, Practice Leader, Organization Development, Blackwell When business leaders are called upon to "do governance,", they need to learn about concepts like stewardship, data quality, culture change and information management, all while still accomplishing their day-to-day responsibilities. This tutorial will walk the attendees through the assessment, definition, design and deployment of a data governance program from a business view. There will be no mention of tools, software, or technology. The tutorial will cover:
This presentation is intended for business leaders or managers that are new to data governance, or for data governance functions that are having trouble engaging as a business program. |
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Monday
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A Pragmatic Approach for Assessing Organizational Data Quality Maturity David Loshin, President, Knowledge Integrity Understanding organizational maturity for data quality management helps to identify opportunities for improving data management practices. Holistically, differences in organizational maturity for data quality are gauged by the sophistication of the processes in place for managing the identification of flawed data as well as the levels of capability of those tasked with managing data quality. Organizations tend to be reactive when it comes to resolving issues, meaning that problems are addressed at the time that the impacts have manifested themselves, but long after the failure has occurred. As practitioners become better at employing methods for data error root cause analysis, they become more proactive in identifying and resolving potential issues before negative business impacts can occur. In this tutorial, we provide an overview of the processes, people, and technology that are part of a data quality program, and then explore the concept of a capability/maturity model for data quality management. Attendees will learn:
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Monday
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Linking Data Quality Metrics to Business
Value and Risk Walid el Abed, Founder President, Global Data Excellence Limited This tutorial presents a proven methodology to linking and aligning business excellence with data excellence. A foundation of the methodology is a "show me the money" focus on delivering tangible business value faster based on a long-term sustainable business excellence vision. Whereas traditional data quality approaches methods often focus on master data, this methodology places business transactions at the center of data quality. Topics that will be covered include:
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| 12:00
- 12:30 GOVERNANCE AND IQ SOLUTIONS |
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Monday
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Going from 0 to 60: How to Get up and Running with your Data Governance Program...FAST Starting a data governance program can seem like a monumental task. But it *is* possible to turn bad data into a trusted information asset - in 60 days or less. Seem impossible? With careful planning, the right business issue, and a carefully managed scope, you can get your program delivering tangible improvements to business processes in almost no time at all. In this session, attendees will learn how to:
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Monday
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Data Quality, MDM and Data Governance in a Retail Bank: From Compliance to Better Customer Service The presentation will cover how GE Money Bank implemented a multi-phase data quality and data governance solution in an ODS/DWH environment to achieve Governance, Risk and Compliance (GRC) objectives. The project, part of a larger SOA and data architecture initiative, combines data from several lines of business including retail accounts, consumer loans and leasing to create a single customer view. By integrating a data quality hub within its transactional messaging platform, GE Money Bank is able to cleanse and keep data current in real-time fulfilling regulatory reporting requirements. Meeting initial success criteria for compliance, project benefits expanded to improving customer relationships and profitability. In this session attendees will also experience firsthand a brief live demonstration of an integrated Data Quality/MDM platform. Learn how applications built on a unified codebase provide data management professionals the ability to profile and analyze data; cleanse, standardize and match records; customize rules to fit business needs; generate reports and resolve exceptions in a comprehensive data governance workflow. |
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Monday
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Getting Started with Data Governance: Tips for Making Data Governance a Reality Data Governance is on the minds of most organizations these days. Companies are increasingly turning to data governance in an attempt to unlock trusted data, turning enterprise information into a key strategic asset. But making data governance a reality is easier said than done. Many efforts face significant organizational or technology barriers to never yield the desired result. Join Informatica for this informative discussion on tips for making data governance a reality. We’ll examine common barriers in more detail, tips for getting over them, and how the right technology platform can help. |
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Monday
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Leveraging Data Quality for Master Data Management Master Data Management and Data Quality are critical components of Information Management. While each tackles a different problem, the results are utilized across both solutions. In this session, we discuss how this relationship can be effectively leveraged when approaching Master Data Management |
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Monday
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Data Management and Anatomy The heart, lungs, liver and kidney – all the human vital organs – are the finest component systems ever designed! They do a fantastic job … but none of them work at all well if asked to operate independently. Join ASG as we discuss the “vital organs” of Data Management, and the critical “Central Nervous System” that ties them all together! We’ll discuss Business Glossary, Master Data Management and other critical systems, and the key structure that provides common direction to them all. |
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| 1:30 - 4:45 AFTERNOON TUTORIALS | ||||||
Monday
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Enterprise Data Governance and Master Data
Management Mike Ferguson, Managing Director, Intelligent Business Strategies Ltd This half-day tutorial focuses on the use of enterprise data governance in governing master data. In particular it looks at the people, processes, policies and technologies needed to do this. At the centre of this tutorial is a continuous improvement methodology used to define, model, locate, map, clean and integrate master data so that it can be shared across operational and analytic applications to improve processes and decision-making. In addition it covers how to protect master data once it is clean and integrated to make it fit for business use. Finally it looks at how a data management platform used to govern data can be integrated with MDM technologies to support the end-to-end data management activities needed to govern and maintain master data for the long term.
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Monday
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Operational Data Governance: Business Policies, Information
Requirements, and Auditable Compliance David Loshin, President, Knowledge Integrity A key objective of establishing a data governance board and engaging data stewards is ensuring compliance with data policies linked to corporate business objectives. However, data governance cannot be operationalized through the creation of an organizational structure alone unless operational data management practices are aligned with the corporate business goals. Bridging the gap between business policy and data governance requires a corresponding processes for isolating information requirements from documented policies coupled with business policies related to information management techniques. This workshop presents four operational data governance processes:
The interactive component applies these processes by reviewing a selection
of business policies incorporated within government regulations, industry
organization directives, and internally-defined business policies,
demonstrating an agile approach to business policy definition aligned with
operational data governance capabilities.
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Monday
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Coordinate, Facilitate, Communicate-The Role of the Data Governance Manager and Director Martha Dember, Solution Partner, EMC Consulting In most organizations the Data Governance Manager or Director is the one full time position dedicated to the data governance program, at least when it is first becoming instantiated. This session is to review in full, the role and responsibilities of establishing and sustaining a company-wide data governance structure that includes defining data ownership and stewardship, coordinating supporting technologies and organizing business operations to ensure data is being managed as a key asset of the company. Attendees will learn successful approaches on how to:
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Monday
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Maturing the Data Governance Competency for Financial Services Malcolm Chisholm, President, AskGet.com Financial services have been early adopters of data governance, and have experienced some of the pain of early adoption. This tutorial examines many of the lessons learned and how data governance programs can now be matured. Particular emphasis is placed on the three main master data entities of finance: Customer; Account; and Financial Instrument. However, more general governance issues, particularly those involved with data quality assurance are also covered. So too is attempting to deal with uncontrolled "spreadsheet cultures". Recent developments in the regulatory environment and their consequences are also described, together with some industry initiatives. The structures of data governance units, and their migration from IT into business areas is also discussed. Globalization of finance and its implications for governance are dealt with. Attendees will learn:
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Monday
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Data Profiling – An
Information Quality Fundamental Danette McGilvray, President and Principal, Granite Falls, Inc Data profiling is a fundamental technique for understanding the existence, validity, structure, content, and other basic characteristics of data. If you don’t know anything else about your data, you need to know what data profiling tells you. While it is not the only aspect of data quality that you care about, every other data quality dimension builds on what is learned from profiling. Join us to learn the answers to these important questions: How do you perform data profiling? How do you use results to improve information quality? Who does data profiling and when? What is NOT data profiling? How do you move from one-time or ad-hoc profiling to ongoing monitoring? This session is useful for those in business, data, or technology roles because all have a part to play in implementing data profiling successfully. Topics include:
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Monday
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Advanced Techniques for Proactive TIQM: Proven Tools for Information Quality Management Larry English, President, INFORMATION IMPACT International, Inc. In this half-day tutorial you learn how to apply three proven tools for helping you manage and improve information quality processes:
World-Class companies routinely use these proven quality techniques. In this tutorial you learn how to apply them to improve and sustain information processes. |
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| 5:00
- 6:00 How-to Forums |
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Monday
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Enhancing
Risk Management of Test Data via Effective Data Governance Imagine having a mature data governance framework, state-of-the-art security around mission critical data, and a privacy statement backed up strong policies - yet still getting blindsided by a significant data breach. How? Because of weaknesses in an often overlooked area: your test data. When data governance does not extend to test data, the following issues often arise:
Yet passing a rigid policy like: "You shall never use any type of
Production data in test environments" can have severe productivity
ramifications. How can the effective use of data governance in your testing
environments help to mitigate risk without adding an impractical amount of
overhead? |
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Monday
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Life, Liberty and the Pursuit of Data! A Constitutional Democracy
approach to Data Governance at the UW The University of Washington has created a "constitutional democracy" approach to governance of data management practices. The UW Institutional Data Management Standards document serves as our base "constitution" setting forth fundamental principles, definitions and responsibilities. It establishes three primary governance bodies of Data Trustees, (Executive branch) Data Custodians (Judiciary branch) and the Data Management Committee (Legislative branch). The rules of law are established by fundamental principal statements (a Bill of Rights) as well as guideline documents (Amendments). Legislative districts were established by drawing up jurisdictions using a "Data Map" that indicate system and business domains. This constitutional democracy approach has stood the test of time and proven itself to be a sustainable and repeatable process serving the citizens of the data republic well. |
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Monday
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Implementing Successful Governance for a Data Quality
Program in a Large-Scale Master Data Environment Financial services firms realize that successful Master Data Management (MDM) needs to address data quality, but data quality in turn needs a lot of data governance. This presentation describes the key elements of governance for data quality in a large financial services environment. The overwhelming trend is to use rules engines to test for data quality, but these have little inbuilt governance capabilities. The inability to govern the data quality rules means enterprises quickly lose track of what data they are measuring for what quality attributes and where and when it is being done. The presentation addresses these issues. Likewise, when quality exceptions are found, they need to be reported differently to different stakeholder communities, and follow-up requires governance. This too is described. MDM has very special needs in the Client area, such as Know Your Customer (KYC) and Anti-Money Laundering (AML). Translating such policies and regulations into rules is described. It is also necessary to audit these rules to prove to certain stakeholders that they are executing correctly, and an approach for this is also provided. Participants will learn:
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Monday
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The Business Case for Data Governance - What every
Executive Needs to Know Arguably the most fundamental and complex aspect of data governance is communicating a compelling business case that CxO’s can actually buy into, relate to, and comfortably endorse. It is no secret that the more effectively you can demonstrate the business value of data governance, the stronger the executive support, funding, and ability to sustain the program going forward. Data governance is an unconventional discipline that demands a unique approach in identifying and demonstrating its value to each and every organization. As important as the business case is, the actual approach one takes to building and communicating it may be even more important at the outset. Organizations that recognize this early on, and effectively roll out the case and value benefits, are far more likely to achieve success. In this seminar, attendees will learn to break down and communicate the business case for data governance by understanding:
We will include customer case studies that showcase how companies were able to secure executive buy in for their data governance plans. These best practices can be applied to current company data governance planning efforts in order to secure the budget and commitment from executive management. |
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Monday
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How to Establish
Data Quality and Governance in a Human Resources Environment: Lessons learned
at Industry Canada This case study describes the challenges of Data quality program implementation using practical examples from the Human Resources world. While the experiences drawn upon are particular to HR, the principles are applicable to any organization’s corporate data holdings. Topics include:
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Monday
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How to Design A
Data Validation Rules Framework to Reap Big Rewards for Your Company This presentation will provide insight into how designing a data validation rule program creates a common focus and promotes a feeling of partnership with the business process owners, facilitates the writing of critical reconciliation reports, and establishes a baseline of data quality for the migrated data within their new environment. Included within this topic will be tips on how to write meaningful data validation rules (DVR’s), creating data quality scoring for critical data elements, and designing a data quality signoff report before go live time. Finally, this presentation will provide some comical, if not downright irreverent, ideas on how to promote the concept of data quality in your company; even if it is not on your up line’s radar or in the budget. Learn how reindeer antlers, gift bags of P.O.O.P. to the CIO and an original Christmas carol promoting the benefits of completing a data architectural review before beginning any IT project can jumpstart the conversation about data quality in your company! |
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Monday
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Evening Reception Sponsored by Kalido Kalido, a Platinum sponsor of the Data Governance and Information Quality Conference, invites you to an evening reception on Monday, June 27 beginning at 6:15 p.m. Cocktails, appetizers and live entertainment will be served against the sweeping panorama of Mission Bay. |
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