Tutorials and Night School
December 3, 2012

Monday
December 3
7:00–6:00
Registration
Monday
December 3
7:00–8:30
Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
December 3
8:30-11:45

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AM1 - Using BI to Develop Key Metrics for Data Governance Management 
Lyndsay Wise, President, Wise Analytics

Managing governance across the organization requires the development of performance metrics to evaluate how the business is performing and whether DG goals are being met. In addition, to make sure initiatives are running smoothly, the use of BI tools also help identify potential issues proactively.

This presentation provides an understanding of:

  • Why BI is important to DG success
  • The BI components and considerations required
  • How to identify the right metrics for individual initiatives
  • Leveraging current organization BI use
  • Looking at net new BI for DG requirements
Speaker:
Lyndsay Wise

Lyndsay Wise
President
Wise Analytics


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Monday
December 3
8:30-11:45

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AM2 - Governing Metadata in the Business and in IT 
Malcolm Chisholm, President, AskGet.com

The increasing reliance on information by knowledge workers in the business has led to increasing reliance on metadata. At the same time, increasing complexity in IT environments has also led to increased reliance on metadata. However, data governance has as yet had relatively little impact on the governance of metadata. Yet, unless metadata is governed adequately, the data that is based on it cannot be relied on - and this is true for both the business community and IT community. This tutorial examines what is required for metadata governance. It lists the various categories of metadata that need governance, and the different kinds of governance involved. In addition the presentation examines the stakeholders involved in metadata governance and how they 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. With the constant growth in the volume and scope of metadata, Metadata Governance is now becoming essential.

Attendees will learn from this presentation:

  • Why metadata requires governance, and the challenge it involves
  • Some specific examples of Metadata Governance, from both business and IT perspectives
  • Approaches to how to govern metadata
  • Typical roles and responsibilities for Metadata Governance
  • The Enterprise Information Management (EIM) function's role in Metadata Governance
  • How Metadata Governance relates to Data Governance
Speaker:
Malcolm Chisholm

Malcolm Chisholm
President
AskGet.com

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Monday
December 3
8:30-11:45

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AM3 - How to Implement a Successful Data Governance Program 
Michele Koch, Director Enterprise Data Management, Sallie Mae
Winner of the 2011 DG Best Practice Award

In this tutorial, you will learn the step by step approach that Sallie Mae used to design and implement their award winning Data Governance Program. The tutorial will focus on their DG program design approach, lessons learned and practical advice.  Topics include:
  • Identifying your enterprise data
  • Choosing and executing a pilot DG project
  • Designing the DG Program
    • Policies
    • Organization Structure
    • Organizational Alignment
    • DG and your SDLC
    • Communication Strategies
    • Metrics and Business Benefits
Speaker:
Michele Koch

Michele Koch
Director Enterprise Data Management
Sallie Mae

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Arrow12:00 - 12:30 DATA GOVERNANCE SOLUTIONS

Monday
December 3
12:00–12:30

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The Technology of Governance: Enabling your Governance Program for Success  
Mark Hensley, Governance Specialist, IBM's North America Information Governance Organization, IBM

You’ve started on your governance journey establishing your blue print for success and structuring your organization.  Now it is time to see how technology can support your process and people.

This presentation will give you a quick overview of the use of technology for the governance of Data Quality, Master Data Management, Life Cycle Management, Security and even Big Data.

Speaker:
Mark Hensley Mark Hensley
Governance Specialist
IBM's North America Information Governance Organization
IBM

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Monday
December 3
12:00–12:30

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Data Governance in the Cloud Era  
Dimpsy Teckchandani, Director - Information Management, Advisory Services, PricewaterhouseCoopers LLP
Deepak Sahi, Director - Information Management, Advisory Services, PricewaterhouseCoopers LLP

Today, many organizations are struggling to get their arms around new and emerging concepts like Cloud, Big data etc. While some of the typical questions are around the technologies (tools, integration, storage etc), considerations should be given to addressing historical data management challenges like data quality, data governance and semantics as well. The risk associated with such environments is only expected to increase considering the different ways the data will be used internally and externally. This session will have PwC present its point of view on the role data governance plays in mitigating these risks and challenges in this new era.
Speakers:
Dimpsy Teckchandani Dimpsy Teckchandani
Director - Information Management
Advisory Services
PricewaterhouseCoopers LLP

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  Deepak Sahi Deepak Sahi
Director - Information Management
Advisory Services
PricewaterhouseCoopers LLP

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1:30 - 4:45 AFTERNOON TUTORIALS

Monday
December 3
1:30–4:45

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PM1 - Governing Master Data  
Kelle O'Neal, Managing Partner, First San Francisco Partners

You have set up a data governance program to monitor and improve data quality, but now it has become clear that your high quality data is not accurate when shared across systems and lines of business. Your IT team is talking about Master Data Management (MDM). How do you extend your governance capabilities to handle MDM? In this workshop, we will talk about the link between Data Governance and MDM and how the two programs can work synergistically to improve information management in your organization.

Questions we will answer include:

  • What decisions need to be made in advance of implementing an MDM solution?
  • What issues may come to the governance team during an MDM implementation?
  • Should each data domain be handled differently?
  • Do we need different people or skill-sets to govern master data?
  • How can we leverage master data across the enterprise?

This is a practical workshop that will be valuable to those companies who are considering MDM and Data Governance as part of their overall Enterprise Information Management Strategy. We will use real-world examples of how Data Governance organizations have been involved in planning for and implementing a Master Data Management solution.

Speaker:
Kelle O'Neal

Kelle O'Neal
Managing Partner
First San Francisco Partners

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Monday
December 3
1:30–4:45

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PM2 - Putting Operational Data Stewardship into Practice
David Loshin, President, Knowledge Integrity

After championing and establishing an organizational data governance program, it is time to assemble a plan to make sure that corporate data policies can be implemented and deployed. But prior to launching the program, it will be valuable to clarify to the selected data stewards what they will be expected to do.

This tutorial describes practical aspects of data stewardship. We begin with a suggested definition of the roles and responsibilities of a data steward, and then review key operational processes and procedures that data stewards perform on a regular basis to ensure that corporate data policies are observed, review data models and data standards, help draft and review new data policies, and continuously monitor and address data quality.

Attendees will learn about (among other topics):

  • Working with the data governance committee members to draft and review new data policies
  • Actively soliciting data requirements from the user community
  • Documenting business terms, definitions, metadata, and lineage
  • Documenting data standards and data quality rules
  • Data quality validation, assessment, reporting, remediation
  • Data quality and data stewardship scorecards
Speaker:
David Loshin

David Loshin
President
Knowledge Integrity

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Monday
December 3
1:30–4:45

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PM3 - Selling Data Governance to the Business Users in your Organization  - Best Practices by Industry and Job Function 
Sunil Soares, Founder and Managing Partner, Information Assets LLC

One of the major challenges with any data governance program is explaining the value to the business. Most data governance programs deal with certain themes that are common across every enterprise including poor data quality, inconsistent business terms, fragmented data, high storage costs, regulatory compliance, and security and privacy issues. However, these themes present themselves differently across different industries and job functions. For example, poor data quality manifests itself in the form of duplicate customer records in a bank, which affects the ability of the credit risk group to establish the overall exposure to an individual customer across product lines. In retail, poor data quality results in duplicate mailings of multiple catalogs by the marketing department to the same household.

This session is based on Sunil Soares' book Selling Information Governance to the Business: Best Practices by Industry and Job Function.

The session will be divided into four parts:

  1. Best practices by industry that deal with the application of data governance principles within banking and financial markets, insurance, healthcare, manufacturing, retail, travel and transportation, government, oil and gas, telecommunications, and utilities.
  2. Best practices by job function that deal with the application of data governance principles within critical job functions such as sales and marketing, finance, information technology operations, information security and privacy, human resources, legal and compliance, operations, supply chain, and product management.
  3. Binding the organization to the data based on frameworks such as a RACI matrix.
  4. Linking data governance policies to key business processes as part of the so-called process data governance. For example, mapping key data governance policies to an insurance claims process.
  5. Sample business cases by industry and function.
Speaker:
Sunil Soares

Sunil Soares
Founder and Managing Partner
Information Assets LLC


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5:00 - 5:50 NIGHT SCHOOL

Monday
December 3
5:00–5:50

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Big Cloudy Landscapes: A Survival Guide for Data Governance & Data Quality Professionals
Nigel Turner, VP Information Management Strategy, Trillium Software

The traditional roles of data governance and data quality professionals are changing. Current and emerging trends in IT and data management, notably Big Data, Cloud Computing & Data Virtualization will place new demands on all who work in data management in general and data governance & data quality management in particular. These trends will demand new approaches in data governance and require new skill sets for people who fulfill these roles.

This presentation will outline these disruptive trends, highlighting the current and future impact they will have on all who work in data management. How will these trends impact data governance? What do data management professionals need to do to adapt to and survive in this changing landscape?

In particular it will:

  • Outline why Big Data, Cloud & Virtualization are disrupting traditional data governance & data quality management structures and practices
  • Specify what these changes mean to data governance & data quality professionals
  • Highlight how the roles of these professionals are changing and will continue to change
  • Propose how data governance & data quality management as a whole needs to evolve to meet these challenges
  • Suggest how data professionals can best adapt and survive in this new landscape
  • Offer best practice advice from several organizations who are embracing these changes
Speaker:
Nigel Turner

Nigel Turner
VP Information Management Strategy
Trillium Software

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Monday
December 3
5:00 –5:50

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Integrating Operations and Data Governance at Mercy Health
Douglas Graham, Data Management Architect, Mercy
Paul Boal, Director - Data Management, Mercy

Mercy Health, like most enterprise organizations, has data sources that have grown apart over time and need to come together under a common umbrella. The problem is that the processes that have created today's data landscape were forged over time. The introduction of new governance-based processes take a combination of shared vision, executive support, and stakeholder buy-in. This session will establish foundational concepts to reinforcing the necessary changes in an organization along with offering a few practical tools and techniques that keep the motor of governance running through tough terrain.
Speakers:
Douglas Graham

Douglas Graham
Data Management Architect
Mercy

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  Paul Boal

Paul Boal
Director - Data Management
Mercy

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Monday
December 3
5:00 –5:50

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How to Make Data Governance “Go Viral” at Your Organization
Tina McCoppin, Partner and Founder, Ajilitee

For a data governance program to take root and flourish as an effective, game-changing program, cultural adoption must take place. In today ’s fast-paced work environments, this is best achieved by blending classic data governance education with “infotainment” and self-promotion to generate awareness, understanding, and support for your program efforts so that behavioral change will follow. This includes hosting informative and memorable work sessions, continuously dashing from one Line of Business team meeting to another to inform and engage, and yodeling your accomplishments when needed – month-after-month and even year-after-year! This session also covers how social media tools and platforms can enhance data governance and stewardship efforts more than ever.

This session will detail:
  • How to get a “Like” for your DG program through creative packaging
  • Communication strategies and forums, from traditional to digital
  • Ways to innovate your training and education components
  • Real-world examples of creating viral internal support

This session aims to help practitioners drive viral support for data governance through clever ways of communicating program results. Rather than focus on the value of data governance itself, this stresses the value of effective data governance marketing, which involves clear and consistent communication over time using a mix of traditional and innovative means.

Speaker:
Tina McCoppin

Tina McCoppin
Partner and Founder
Ajilitee

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