Conference Sessions
November 19, 2013

Tuesday
November 19
7:00–6:00
Registration
Tuesday
November 19
7:00–8:30
Continental Breakfast
7:30 - 8:20 

Tuesday
November 19
7:30–8:20

arrowBack to top

How Does Your Data Governance Program Rank
The Data Governance Professionals Organization

Join board members of the international, non-profit association for data governance, The Data Governance Professionals Organization (DGPO), to learn about the mission and vision of the organization and how we can help you in your data governance initiatives.  Members will review the progress of the DGPO working groups, special interest groups, and other organizational accomplishments. After a brief overview of the organization, members will also share the results of the 2013 annual DG survey. Join us to find out how you rank with other organizations trying to implement a Data Governance Program.

Level of Audience:
All Levels

arrow8:30 - 9:30 KEYNOTE

Tuesday
November 19
8:30–9:30

KEYNOTE

arrowBack to top

KEYNOTE: iGovernance: Making Data Governance the Thing that Everyone Needs
David Loshin, President, Knowledge Integrity

One of the biggest challenges for data governance practitioners is developing a reasonable business justification to convince the senior management to support and fund the effort. Developing a convincing value proposition not only requires grabbing management’s attention, it also demands continuous positive effort to maintain interest.

Yet often, disruptive technologies are the ones we never realized we wanted but become the things we need to have, such as the fax machine, the cell phone, the iPad, or the iPod. In this talk we will explore how to package data governance exactly the same way: we will look at the common denominators of these innovations, differentiating between the perception of what you get from each item from the item itself, presenting the story the right way, and how the same techniques can be applied to turn data governance into something that is amazing, extraordinary, and is something your organization can’t do without.

Level of Audience:
All Levels

Speaker:
David Loshin David Loshin
President
Knowledge Integrity

arrowTo Speaker's BIO

arrow9:35 - 10:05 KEYNOTE

Tuesday
November 19
9:35- 10:05

KEYNOTE

arrowBack to top

KEYNOTE: Sustaining your Data Governance Program (aka "Data Governance as Usual")
Kimberly Nevala, Director of Business Strategies, SAS

Data governance programs typically start with a clear – and very discrete – mandate.   The initial effort is often driven by small group or lone wolf with vision and a burning problem to solve.  The initial project is (relatively) easy.  The next one?  Perhaps not.

Changing business strategies may divert the attention of key stakeholders and, by extension, the practitioners you depend on.  Perhaps you made the case and proved the value but initial processes aren’t robust or nimble enough to support a broader audience?  Or, since the project was finite governance was assumed to be finite also.

In this presentation, SAS Best Practices will unveil the key reasons data governance initiatives fail to thrive after the initial honeymoon period.   We’ll present the mechanisms best-practice companies enlist to ensure data governance remains strategic and relevant.  As well as key considerations for creating nimble, agile processes that enlist ongoing engagement from key stakeholders in both the business and IT.

Level of Audience:
All Levels

Speaker:
Kimberly Nevala Kimberly Nevala
Director of Business Strategies
SAS

arrowTo Speaker's BIO

arrow10:05 - 10:30 COFFEE BREAK
10:30 - 11:20 CONCURRENT SESSIONS

Tuesday
November 19
10:30–11:20

 

arrowBack to top

 

Overcoming Obstacles to Successfully Implement Master Data Governance 
Lisa Cutler-Farwig. Master Data Project Manager, Schlumberger

Master data governance is a no-brainer, right?  Any company with multiple systems covering different aspects of the business needs to govern master data to ensure these systems speak the same language.  How else will the data come together to provide meaningful key performance indicators to base business decisions?  Unfortunately,   the need to implement master data governance processes is not always understood by key decision makers and sometimes scorned by application owners.  If you are tasked with implementing master data management and governance, how do you convince your decision makers and stakeholders that it is necessary in your growing company?

In this session, we will discuss ways to overcome the following obstacles to successfully implement master data governance processes:

  • Decision makers do not feel the pain.  They have staff spending hours working to align un-mastered data, of which they only see the results.  How can you get their buy-in to fix something they do not perceive as broken?
  • Not my problem.  People supporting source systems operate within their silo, unaware of a need for enterprise wide consistency.  How can you get on their priority list if they do not perceive any problem with their current arrangement?
  • Emotional attachment.  You will have to face people who have put in so much time and effort to design a system that works for a single function; they have developed an emotional attachment.  Changes to their developed processes can be perceived as a personal attack.  How can you overcome their perception to ensure the full cooperation needed?
  • Been there - done that.  Some stakeholders have been around long enough to have seen failed attempts to implement master data governance in the past.  How can you triumph over their preconceived notion and convince them this time it will work and have lasting benefits?

Level of Audience:
Introductory

Speaker:
Lisa Cutler-Farwig Lisa Cutler-Farwig
Master Data Project Manager
Schlumberger

arrowTo Speaker's BIO
arrow

Tuesday
November 19
10:30–11:20

 

arrowBack to top

 

It’s Time.  The Data Stewardship Career Path
Tina McCoppin, Partner, Ajilitee

Data Governance is now an established discipline throughout the public and private sector. Look around at the attendees of the DGIQ conferences and you will see representatives from all types of industries (healthcare, telecommunications, insurance, financial & banking, technology companies, etc.); in the public sector (State programs, Federal departments and offices); in educational institutions and non-profit organizations (universities, churches, charities).

This session makes the argument that it is time to recognize the “Data Steward Career” – and work to institutionalize it within these organizations and companies. Human Resources and senior management should have the role clearly articulated in the organization’s list of jobs, as well as a designated pay scale and career path. 

We’ll discuss an organization that formalized the role as a full-time position, one in which the role served as a path to the Management Track. Using that organization as a template, this session will discuss the following:

  • Career Levels (Data Steward, Master Data Steward, Chief Data Officer)
  • Roles and responsibilities of each
  • Demonstration of skills and traits such as
    • Manage projects, delivering on time and within budget
    • Manage and motivate others
    • Work with individuals across all levels of the enterprise – from operational staff to mid-level managers to senior and C-level management
    • Exhibit presentation, communication and persuasion skills
    • Demonstrate data analysis, data security, data profiling expertise

We will also discuss steps that the Data Governance community should be taking in order to promote and establish its position within an organization. This includes the following:

  • Identifying Director and VP-level advocates (Security, Compliance, Legal, etc.)
  • Working with Human Resources to define the skills and establish a Data Stewardship career
  • Tracking the growth of University-level coursework in Data Governance
  • Templates for creating the job description, skills sets and responsibilities

Level of Audience:
Intermediate

Speaker:
Tina McCoppin Tina McCoppin
Partner
Ajilitee

arrowTo Speaker's BIO
arrow

Tuesday
November 19
10:30–11:20

 

arrowBack to top

 

Connecting Enterprise Data Quality to Enterprise Data Governance
Rob DuMoulin, President, Knowledge Based Solutions, Inc.

One cannot quantify a metric without first taking accurate measurements. Before you take a measurement, you must define what standards you are measuring to and what units you wish to measure by. Once you have that measurement, you need a baseline to compare it against to understand its meaning.

If your metric is Data Quality of a data element, you must first explicitly define the element means, what standards apply, what outcomes define quality, and what do you do if quality issues are found.

This presentation takes a Data Governance perspective on Data Quality by defining how the business needs to define and proactively manage its data quality initiative.

Topics covered include:

  • Defining the differences between Policies, Standards, and Controls,
  • Defining the roles of Business Sponsors, Data Owners, Data Stewards, and IT in the DQ process,
  • Defining a Target vs. Actual data quality levels based on data value and business importance,
  • Where an EDQ initiative fits in the IT infrastructure and business processes

Level of Audience:
Intermediate

Speaker:
Rob DuMoulin Rob DuMoulin
President
Knowledge Based Solutions, Inc.

arrowTo Speaker's BIO
11:20 - 11:30 ROOM CHANGE
arrow11:30 - 12:00 DATA GOVERNANCE SOLUTIONS

Tuesday
November 19
11:30–12:00

arrowBack to top

Centralized Approach to Governance & Master Data Management
Robert Rich, Global Program Director MDM, Teradata Corporation

In this session Robert Rich will discuss how to establish a governance framework for master data that is tightly integrated with the Enterprise Data Warehouse.  Teradata Master Data Manager supports a centralized approach to govern master data  including party, product, location or reference data.  Capabilities include data validation with alerts, business rule management, workflow and approval management, role and column based access control and complete management of a “golden” logical record.  A single solution supports multiple domains and a variety of integration patterns including analytical and operational MDM.  Teradata MDM is a powerful and flexible solution that lets our customers approach master data and data governance projects in the order and level of complexity that drives the most business value.

Level of Audience:
All Levels

Speaker:
Robert Rich Robert Rich
Global Program Director MDM
Teradata Corporation

arrowTo Speaker's BIO
arrow

Tuesday
November 19
11:30–12:00

arrowBack to top

Prerequisites for Analytics: Data Stewardship and Data Sharing
Stan Christiaens, Co-founder and Operational Director, Collibra

Visualization and mining algorithms can provide tremendous insights in data, and business users can use those to take the right actions and make the right decisions. New functions (e.g., data scientists) and skills (e.g., Hadoop) are essential, but they are also hard to come by.  It can be a big disappointment to learn that the data scientists can't figure out what "Customer" means, where that data can be found or shared from, or even who is responsible for it.

So how can you make sure that analytics move from a niche experiment to a structural, competitive differentiator?

In this session we will show how Data Governance and Data Stewardship provide the right level of control and trust in data. Data Stewards are the data worker bees to achieve this operationally: managing the business glossary, curating reference data, handling classifications, taxonomies and hierarchies, setting up policies and rules, measuring compliance, monitoring quality and resolving issues, facilitating data sharing, ... They enable the process of data management.

We will make use of Collibra's Data Governance Center to show how this works in practice, and how a configurable operating model (roles, workflow, organization, ...) drives the right level of adoption and business engagement to establish a sound approach to data maturity, and turn information into a competitive differentiator.

Level of Audience:
All Levels

Speaker:
Stan Christiaens Stan Christiaens
Co-founder and Operational Director
Collibra

arrowTo Speaker's BIO
arrow12:00 - 1:00 LUNCH
1:00 - 1:50 CONCURRENT SESSIONS

Tuesday
November 19
1:00–1:50

 

arrowBack to top

 

A Pragmatic Approach to MDM Data Governance
Mark Blanchette, Application Architect, Citrix Systems Inc.

The main objective of this session is to give the audience practical take-aways to data governance beyond the mere theoretical and academic approaches that are often discussed.

 Implementing a Master Data Management (MDM) solution is a journey and Data Governance is an important enabler for a MDM program’s success.  While data governance can often be an academic discussion, this session will focus on both practical and realistic approaches to Data Governance that you can emulate for success within your own organization. 

Key items that will be discussed are:

  • Lessons learned, what worked and what didn't
  • Best Practices to data governance
  • MDM considerations for data stewardship
  • Key success factors and metrics

The approach discussed during this presentation has been time tested over several successful projects at Citrix.

Level of Audience:
Intermediate

Speaker:
Mark Blanchette Mark Blanchette
Application Architect
Citrix Systems Inc.

arrowTo Speaker's BIO
arrow

Tuesday
November 19
1:00–1:50

 

arrowBack to top

 

The Journey Towards Governance and Data Stewardship Maturity at HealthNow
George Yuhasz, Director, Data Process & Governance, HealthNow NY Inc | BlueCross BlueShield of Western New York

HealthNow initiated a Data Governance program in 2012 aimed at rationalizing the complex and siloed current-day processes with an lean and agile approach to governance and stewardship.

At last year’s Data Governance Winter Conference we described how every data subject area must have a Governor that is accountable and a Steward that is responsible for its health and completeness.The initial round of metrics that described each subject area have been based on Data Completeness, Accuracy & Timeliness.These KPIs are aligned specifically to organizational cost, risk and revenue opportunities.

This year our session will focus on the progress we have made as the information hub and analytical repositories mature to support strategic initiatives, the development of more detailed metrics and enforcement of policies.One of the first steps in this roadmap is engaging  and empowering the Data Stewards with greater oversight and accountabilities to enforce policies of appropriate data use as described by the consensus activities recorded and published earlier in the information lifecycle.

Level of Audience:
Advanced

Speaker:
George Yuhasz George Yuhasz
Director, Data Process & Governance
HealthNow NY Inc | BlueCross BlueShield of Western New York

ArrowTo Speaker's BIO
arrow

Tuesday
November 19
1:00–1:50

 

arrowBack to top

 

Data Governance Software Tools - Reference Architecture & Evaluation Criteria 
Sunil Soares, Founder & Managing Partner, Information Asset

Data Governance software tools are starting to mature. A number of vendors offer Data Governance software tools. However, there is a limited consensus on what constitutes a "Data Governance software tool." It often appears that vendors slap the phrase "Data Governance" on all their tools. There is also a limited understanding of the criteria to evaluate different tools. This session will provide a reference architecture for Data Governance software. It will also review the evaluation criteria to be used. Please note that this session will NOT recommend any specific vendor offerings.

Here are some of the topics to be discussed in this session:

  • A reference architecture for Data Governance software
  • Evaluation criteria to select Data Governance software tools
  • The role of structured versus unstructured data governance tool
  • The role of tools for Big Data Governance including Hadoop, NoSQL, In-Memory and Streaming
  • The integration between different components such as the business glossary, policy management, master data management and reference data management

Level of Audience:
Intermediate

Speaker:
Sunil Soares Sunil Soares
Founder & Managing Partner
Information Asset

ArrowTo Speaker's BIO
arrow1:50 - 2:00 ROOM CHANGE
arrow2:00 - 2:50 CONCURRENT SESSIONS

Tuesday
November 19
2:00–2:50

 

arrowBack to top

 

Transform Data Governance into action with MDM
Kadima Lonji, Director E-Commerce, Oakley

Oakley stands out with innovative products that include over 60,000 products and 1,000,000 parts required to manage highly customizable sun glasses that are offered for sale on the web. The complexity brought in by this diversity of references and the commitment to high quality service, required solid but yet agile master data management, between legacy ERP systems and the new e-commerce platform. In this session, you will see how MDM made it happen with rapid implementation and iterations delivering fast launch and continuous improvement of data quality and governance process.

Level of Audience:
Advanced

Speakers:
Kadima Lonji Kadima Lonji
Director E-Commerce
Oakley

arrowTo Speaker's BIO

 

Tuesday
November 19
2:00–2:50

 

arrowBack to top

 

A Day in the Life of a Chief Data Steward
Barbara Deemer, Chief Data Steward, Sallie Mae
Winner of the First Stewie Award

As the winner of the first annual Stewie Award, Barbara Deemer has been successful as the Chief Data Steward of Sallie Mae for the last 4 years.  Attend this session to hear her practical advice and lessons learned.

Topics to be covered include:

  • Facilitating the DG Council and maintaining business participation - The good, the bad, and the ugly!
    • Criteria for data steward selection
    • Roles and responsibilities of data stewards
  • Perpetual training and mentoring of data stewards
  • Promoting the DG strategic, corporate vision through project level involvement
  • Data issue reconciliation – herding the cats!
  • Data standardization – building group consensus
  • Assisting business areas in documenting business value
  • DQ Dashboard review – how to engage the business in root cause analysis and error remediation

Level of Audience:
Introductory

Speaker:
Barbara Deemer Barbara Deemer
Chief Data Steward
Sallie Mae

arrowTo Speaker's BIO

arrow

Tuesday
November 19
2:00–2:50

arrowBack to top

How to Implement a Data Governance Control Framework
Steve Zagoudis, CEO, MetaGovernance Inc

A Data Governance Control Framework is mandatory in order to provide business with accurate data. This problem is exasperated by today's competitive, 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 session changes all that by providing a clear understanding of how Data Governance controls can enhance or replace existing data or manual controls.  Attendees will learn why traditional data movement controls are ineffective.  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. 

Level of Audience:
Advanced

Speaker:
Steve Zagoudis Steve Zagoudis
CEO
MetaGovernance Inc

ArrowTo Speaker's BIO
2:50 - 3:00 ROOM CHANGE
arrow3:00 - 3:30 DATA GOVERNANCE SOLUTIONS

Tuesday
November 19
3:00–3:30

arrowBack to top

Connecting Information Governance to Business Value
Dan Everett, Senior Director, Information Management,  SAP

Although people conceptually agree that better data quality improves business outcomes, they don’t always recognize and appreciate how information governance connects to business goals and objectives. This can make it difficult to get business commitment for and resources committed to an information governance program.

This session will highlight some of the ways to:

  • Show executives and line of business owners the connection between data quality and business goals and objectives
  • Use metrics to demonstrate business value and return on investment

Level of Audience:
All Levels

Speaker:
Dan Everett Dan Everett
Senior Director, Information Management
SAP


ArrowTo Speaker's BIO
arrow

Tuesday
November 19
3:00–3:30

arrowBack to top

One Size Fits All – Not For Data Governance
Lisa Loftis, CRM and Business Intelligence Expert, SAS

Data Governance concepts have been around for a number of years now, yet we frequently encounter organizations that have implemented governance but aren’t seeing the results they had hoped for, are struggling to overcome failed attempts, or are trying to tune ineffective organizations. Causes for these challenges are as varied as the organizations facing them; however two recurring themes surface over and over again in less than successful data governance initiatives. First is failing to establish the right relationship between data governance and the relevant data management interaction points. Second (harder to fix) is implementing a governance framework without modifying it to fit your unique organization structures and culture. Either way, the best laid plans can be derailed if you don’t have the breadth to cover all necessary interaction points, or the depth to ensure effective decision making and behavioral change. In this session attendees will learn a data governance framework designed to provide depth, breadth, and flexibility. We will also highlight several very different governance models that have brought success to the organizations that developed them – with a focus on what those differences are and why they were adopted.

What You Will Learn:

  • Scope of governance responsibilities, organization structures, and processes for consideration
  • How to identify issues and tune your governance initiative to your unique culture and organization
  • How to develop an iterative data governance implementation plan that enables phased growth

Level of Audience:
All Levels

Speaker:
Lisa Loftis Lisa Loftis
CRM and Business Intelligence Expert
SAS

ArrowTo Speaker's BIO
3:30 - 3:40 ROOM CHANGE
arrow3:40 - 4:20 How to Forum and Special Interest Groups

Tuesday
November 19
3:40–4:20

arrowBack to top

Data Sharing and Other Challenges for Health Care Data Governance
Kelley Royer-Marek, Director, Data Management and Governance, AmeriHealth Mercy Health Plan

This special interest group session facilitated by Kelley Royer-Marek from AmeriHealth Mercy Health Plan provides an open forum to network and discuss the challenges of implementing data governance in health plans.
Topics include:
  • Impact of dealing with sharing of data with other organizations
  • The unique challenges to health plans in data governance
  • Dealing with increased regulations
  • Impact of new and changing lines of business to governance programs
  • Data quality challenges in health plans

Level of Audience
Intermediate

Speaker:
Kelle O’Neal Kelley Royer-Marek
Director, Data Management and Governance
AmeriHealth Mercy Health Plan

ArrowTo Speaker's BIO
arrow

Tuesday
November 19
3:40–4:20

arrowBack to top

Facilitating Compliance to the FDA Unique Device Identification Requirement with Data Governance
Kelle O’Neal, Managing Partner, First San Francisco Partners, Inc.

Compliance issues can impact organizations in many ways.  For Medical Device companies, this can be in the form of the FDA's Unique Device Identification (UDI) requirements.  These requirements, a result of the passage of The FDA Amendments Act of 2007, stipulate that most medical devices carry a unique device identifier that is sent to the FDA and managed in their master repository. 

This session is targeted at employees of Medical Device companies who are wrestling with the most efficient way to create a unique identifier and proactively manage the quality and movement of their data.

During the session we will review:

  • The FDA legislation and the impact it will have on your organization
  • Current UDI data challenges and benefits
  • How Data Governance and Enterprise Information Management support UDI
  • How to get a UDI program started
  • How to ensure a successful UDI program

Level of Audience:
Intermediate

Speaker:
Kelle O’Neal Kelle O’Neal
Managing Partner
First San Francisco Partners, Inc.

ArrowTo Speaker's BIO
arrow

Tuesday
November 19
3:40–4:20

arrowBack to top

Data Governance for Federal Agencies: Working towards a Common Goal
Geoffrey Ames, IT Strategy and Management Consultant, Performix Consulting, LLC

Implementing Data Governance within a Federal Agency presents unique challenges that take the form of federally-mandated policies, budget allocations, competing priorities, integrating with other transformative IT efforts, creating buy-in, and leveraging the time of key executives.  Despite these challenges, Data Governance provides a valuable framework for enabling strategic decision-making, reporting, and other government functions that are not only critical, but required by law.  This presentation looks into these challenges at a deeper level, and discusses strategies to address them to achieve a common goal: better data. 

Key concepts include:

  • Change Management Techniques, including demonstrating value to create Buy In
  • Treating Data as an Asset
  • Governance Boards and Policies that Make Sense for Federal Agencies
  • Data Stewardship in a siloed environment
  • Integrating Data Governance with IT Systems Development

Level of Audience:
Introductory

Speaker:
Geoffrey Ames Geoffrey Ames
IT Strategy and Management Consultant
Performix Consulting, LLC

arrowTo Speaker's BIO

arrow4:20 - 4:50 ICE CREAM AND EXHIBITS
4:50 - 5:20 KEYNOTE

Tuesday
November 19
4:40–5:20

KEYNOTE

arrowBack to top

Measuring and Communicating Progress of SAP's Internal Master Data Governance Program
Maria Villar, Global VP, Data Management & Governance, SAP
SAP's internal data governance program began with managing customer master data and now includes all master data domains.  We have developed KPIs  to track our individual global projects,  our data steward maturity and the overall enterprise program's progress.  We have developed a method for estimating the dollar value of our KPI's. We communicate these metrics to our business and executive stakeholders using various communication forums that we have developed over a 3 year timeframe.  We will share these KPIs, the methods to convert to business value metrics and the various communication forums in this session.  We will also share our lessons learned in the pursuit of communicating effectively with business and executive stakeholders.

Level of Audience:
All Levels

Speaker:
Maria Villar Maria Villar
Global VP, Data Management & Governance
SAP

ArrowTo Speaker's BIO
5:20 - 7:30 EXHIBITS AND RECEPTION
arrow