Conference Sessions and Afternoon Workshops
December 10, 2014

Wednesday
December 10
7:30–3:30
Registration
Wednesday
December 10
7:00–8:00
Continental Breakfast
arrow8:00 - 8:50 CONCURRENT SESSIONS

Wednesday
December 10
8:00–8:50

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Data Governance: A National Security Case Study
Kathy Rondon, Chief Operating Officer, The Reports & Requirements Company

Data Governance is not, fundamentally, a technology problem.  This is a concept more easily demonstrated in some contexts than others, and national security information provides a useful case study.  Data governance in this context is rooted in applicable law, Executive Orders, and Intelligence Community Directives to articulate consistent provenance, pedigree, and lineage of data collected, retained, and disseminated for national security purposes.

The definition of provenance, pedigree, and lineage in the context of national security data is tied to collection authorities, classification, dissemination/access controls, and source citations that are predicated on existing and well-defined governance documents that must be applied in data exploitation systems

This view of data governance has applicability to use cases outside the national security realm, arguing for a greater knowledge among IT professionals of the regulatory authorities that govern their specific environments

Level of Audience:
Introductory

Speaker:
Kathy Rondon Kathy Rondon
Chief Operating Officer
The Reports & Requirements Company


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Wednesday
December 10
8:00–8:50

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Effective Data Stewardship of Customer Contact Data at Southern California Edison
Keith Leonin, Sr. Program Manager - Data Governance, Southern California Edison

The session provides an overview of the practical application of data quality management to ensure that the quality and use of customer contact data (phone, email address, mailing address) support business objectives and mitigate legal and regulatory compliance risks. The approach leverages a data governance framework as a working foundation, and delineates roles and responsibilities to define, develop, implement and maintain data quality. A significant portion of this presentation will delve into the activities of a data steward in effecting data quality by defining fitness for use dimensions and capturing and managing metadata throughout the data lifecycle.

The presentation takes a five-stage approach:

  • Data governance is a prerequisite to data quality
  • Business Process Owners v. Data Stewards
  • Defining data quality through fitness for use
  • Capturing and recording metadata throughout the data lifecycle
  • Ongoing remediation and maintenance of customer contact data

Level of Audience:
Intermediate

Speaker:
Keith Leonin Keith Leonin
Sr. Program Manager - Data Governance
Southern California Edison

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Wednesday
December 10
8:00–8:50

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Using Data Governance to Support Emerging Needs
Eileen Koski, Director, Data Governance, North Shore LIJ Health System

All industries evolve in response to changing environments.  As with nature, this usually happens slowly, but sometimes, it occurs suddenly in response to disruptive events or technologies.  The evolution of the current situation in healthcare will be used as an example to demonstrate how meeting the challenges of disruptive change can be supported by data and how Data Governance comes into play.

Current disruptive changes in health care include transitions from:

  • Focusing only on external competition, to addressing both external and internal competition, e.g. between departments
  • “Fee for Service” to “Pay for Performance”
  • Provider-centric to patient-centric
  • Transactional data to comprehensive medical records
  • Caring for the sick to keeping populations healthy

Integrated, reliable, consistent data hold out the promise of allowing organizations in any industry to identify and implement best practices to meet emerging needs, as well as to find unexpected ways to improve.

Most current data processes in healthcare will require major effort to transform them to the desired state. We will describe how Data Governance is integral to the effort of supporting this transformation at North Shore LIJ Health System.

Level of Audience:
Intermediate

Speaker:
Eileen Koski Eileen Koski
Director, Data Governance
North Shore LIJ Health System

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8:50 - 9:15 COFFEE BREAK AND EXHIBITS
arrow9:15 - 9:45 DATA GOVERNANCE SOLUTIONS

Tuesday
December 10
9:15–9:45

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Successful MDM Starts with the Right Matching Methodology
Michael Ott, Sr. VP, Innovative Systems, Inc.

With so much interest in Master Data Management, it’s important to understand that the success or failure of these initiatives hinges on whether or not certain core tasks are correctly executed.  This presentation will focus on:
    • Understanding the foundational elements required to build accurate profiles
    • Why typical matching methodologies should not be used for MDM
    • Why match review is a critical component of building and maintaining golden profiles and how to most effectively accomplish it

    Level of Audience:
    All Levels

Speaker:
Michael Ott Michael Ott
sr. VP
Innovative Systems, Inc.

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Tuesday
December 10
9:15–9:45

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Data Lineage Case Study
Sid Banerjee, Sales Leader, Compact Solutions

The customer’s data governance program focused initial efforts on improving the understanding of data between business and technical users. One of the key elements of this initiative was deriving end-to end data lineage, allowing users to track data flows all the way from a BI report to the warehouse to the ETL to the source system of records

What attendees will leave from this session:

  • The approach used to deploy an Enterprise Data Governance program and technology, based on deep understanding of the computer systems and data flows, to truly understand how does data flows and how it has been derived from the sources. We will showcase end-to-end lineage from Reporting (QlikView), ETL (Informatica), and custom SQL scripts.
  • Exposure to a thriving Data Governance program in a complex environment where Data Lineage, Business Glossary and Data Quality all come into play together

Level of Audience:
All Levels

Speaker:
Sid Banerjee Sid Banerjee
Sales Leader
Compact Solutions

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arrow9:45 - 10:00 ROOM CHANGE
10:00 - 10:50 CONCURRENT SESSIONS

Wednesday
December 10
10:00–10:50

 

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The Evolution of "Provider" Governance at Mercy Health  
Amit Bhagat, President, Amitech Solutions
Douglas Graham, Data Governance and Data Quality Practice Lead, Amitech Solutions

The initial reception of the core data managers of provider data governance through a centralized MDM platform was “Icy”.  Some methods found in John Kotters’ book “Our Iceberg is Melting” were deployed to address some of the challenges of change management. 

Provider data needs change as they move through different stages in a health system like Mercy. (i.e. - referring, applicant, credentialed, attending, employed, billing, etc.) We will review those differences and illustrate how a focus on commonality can keep your business users who are “No No’s” engaged. 

The provider governance topic moved through these phases at Mercy:

  • Recognition and commissioning with “provider workout”.
  • Development of the “Provider Matrix”. (Business unit based RACI matrix)
  • Creating the operational quick win with internal IT interfaces team collaboration.  Finding and using business problems to advance the governance value.
  • Re-engaging after establishing incremental credibility
  • Re-workout with emphasis on managed care and the "payer" relationships
  • Taking the hill!   

Level of Audience:
Intermediate

Speakers:
Amit Bhagat Amit Bhagat
President
Amitech Solutions

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  Douglas Graham Douglas Graham
Data Governance and Data Quality
Practice Lead
Amitech Solutions

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Wednesday
December 10
10:00–10:50

 

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Cornerstones of Enterprise Information Management (EIM) and Data Governance in State Government
Virginia Hambric, Project Manager, State of Michigan
Zak Tomich, Director, Enterprise Information Manager, State of Michigan
Rob Surber, Director, Service Delivery, Center for Shared Solutions, State of Michigan

The Michigan vision of a customer-centric state government provides a single sign-on for citizens and businesses to access all of their state account information.  This vision demands a “share first” environment.  Additionally, operational effectiveness and efficiency can be improved by treating data and information as a valued asset.  However, state government tends to operate in silos, with data sharing as point-to-point agreements created for a specific purpose and restricted by regulation and statute. 

Michigan created an EIM Steering Committee comprised of 8 departments to build a solid EIM foundation prior to fully engaging all 22 state departments.

Although our work is clearly just beginning, a focus on the following cornerstones has surfaced key challenges and resulted in notable successes:

  • Create a data sharing profile for each department
  • Conduct legal analysis and develop legal framework
  • Define organizational processes
  • Analyze technology infrastructure

Level of Audience:
Introductory

Speakers:
Virginia Hambric Virginia Hambric
Project Manager
State of Michigan

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  Zak Tomich Zak Tomich
Director, Enterprise Information Manager
State of Michigan

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Rob Surber Rob Surber
Director, Service Delivery
Center for Shared Solutions
State of Michigan

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Wednesday
December 10
10:00–10:50

 

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Shhhhh! And Other Lessons From the Library
Lisa Dodson, Systems Engineer Manager, SAS

Many, if not all, data governance initiatives include the development of a business data glossary. The promise of a business data glossary is a common business vocabulary in order to minimize misunderstanding or confusion about business terms, how they are used and how they ultimately relate to data. If I need to analyze customer behavior, I need to understand what is meant by customer, where to find the data about customer, what, if any, rules exist about customer – and all of this depends on if I have access to the information. Many companies struggle with how to start such initiatives. The answer lies within the library – yes, THAT library, the one we went to as kids. There’s a lot to be learned from the librarian, the Dewey decimal system and the card catalog. In this presentation we will take a look at applying library science to the development of a business data glossary.

Level of Audience:
Introductory

Speaker:
Lisa Dodson Lisa Dodson
Systems Engineer Manager
SAS

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10:50 - 11:00 ROOM CHANGE
arrow11:00 - 12:00 

Tuesday
December 10
11:00–12:00

KEYNOTE
PANEL

 

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Tips from Practitioners
Demonstrating the Value of Your Data Governance Program

Moderator: Len Silverston, President, Universal Data Models, LLC
Panelists:
Keith Leonin, Sr. Program Manager - Data Governance, Southern California Edison
Gregory Norden, Senior Manager, Data Governance, Boeing
Doris Saad, Director of Enterprise Data Governance, SunTrust Bank
Michele Koch, Director Enterprise Data Management, Navient

Now that you have an established data governance program, what do you need to do to demonstrate the value of your program? Learn how your peers at other organizations are measuring and showing the value of their data governance programs.

Panel members will discuss the different types of measures associated with program performance and business value.  Tracking program performance from the start is critical to gaining momentum and buy-in from your organization.  The panel will review the types of measures that resonate with each of their organizations.  In addition, the importance of demonstrating business value and how that is calculated to show quantitative benefits will be presented.

Not only is it important to understand what you can and should measure but also how to present this information to your organization and senior management.  Learn how your peers are utilizing dashboards, scorecards, maturity models, business value calculations, data quality measurements, reporting and more to measure and sustain your programs.

Level of Audience:
All Levels

Moderator:
Len Silverston Len Silverston
President
Universal Data Models, LLC

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Panelists:
Keith Leonin Keith Leonin
Sr. Program Manager - Data Governance
Southern California Edison

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  Gregory Norden Gregory Norden
Senior Manager,
Data Governance
Boeing Commercial Airplanes


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Doris Saad Doris Saad
Director of Enterprise Data Governance
SunTrust Bank

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  Michele Koch Michele Koch
Director Enterprise Data Management
Navient

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12:00 - 1:15 LUNCH AND EXHIBITS
1:15 - 4:30 AFTERNOON WORKSHOPS

Wednesday
December 10
1:15–4:30

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W1-If it’s Not Measured, It Doesn’t Get Done:
Measuring the Value of a Data Governance Program

Kelle O'Neal, Founder and CEO, First San Francisco Partners

One of the biggest challenges in implementing and sustaining a data governance program is determining the real impact the program has made to the organization - the ROI of the investment in governing data. It is relatively straightforward how to measure the progress of a data governance program in terms of identification of data accountability, creation of standards and policies, improvement in data quality, etc.. But how do we determine how all of this progress has improved the bottom line?

This workshop will review how to measure the impact of a data governance program on operational efficiency, cost reduction and growth.

Using Case Studies from multiple industries, we will identify metrics that measure the impact a governance program provides to business processes within an organization.

 We will review:

  • The difference between a metric and a KPI (Key Performance Indicator); a progress metric and an impact metric
  • How to create impact metrics
  • How to link progress metrics and impact metrics to provide a complete dashboard
  • Sample metrics to consider for your organization
  • Tips and tricks on communicating metrics to increase value to stakeholders

Level of Audience:
Intermediate

Speaker:
Kelle O'Neal Kelle O'Neal
Founder and CEO
First San Francisco Partners

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Wednesday
December 10
1:15–4:30

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W2-Data Governance - the Forest and the Trees
Melanie Mecca, Program Manager, Data Management Maturity Model, CMMI Institute
James Halcomb, Data Management Consultant, CMMI Institute
Funmi Balogun, Data Management Consultant, Brio Consulting Group
Data governance is the heart and soul of data management - the central thread binding all data management disciplines into an integrated whole for oversight and decisions. The Data Management Maturity (DMMSM) model makes clear the need for data governance engagement across 20 data management process areas.  

This interactive workshop will address these topics:

  • The centrality of governance and its challenges and success factors
  • Overview of the DMM - a powerful tool for strengthening governance
  • Group discussion of specific practices in the Data Governance process area
  • Exploration of governance activities and decisions critical for all data management disciplines
  • How organizations measure against the DMM's governance requirements - typical gaps in governance and how to overcome them:
    • Business alignment
    • Active, sustained engagement
    • Metrics

This workshop will deepen your understanding of governance and what you need to do to elevate its positive impact in your organization.

Level of Audience
Intermediate

Speakers:
Melanie Mecca Melanie Mecca
Program Manager
Data Management Maturity Model
CMMI Institute

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  James Halcomb James Halcomb
Data Management Consultant
CMMI Institute

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Funmi Balogun Funmi Balogun
Data Management Consultant
Brio Consulting Group

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Wednesday
December 10
1:15–4:30

 

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W3-7 Technical and Behavioral Steps Critical to Successful Data Governance  
Len Silverston, President, Universal Data Models, LLC

Success in data governance is largely dependent on human factors. This presentation will share seven principles from both a technical and behavioral perspective in data governance, and corresponding tools for effectively developing the human aspect of data governance. The presentation will cover practical and important techniques for gaining sponsorship, developing trust, establishing vision, effectively communicating, getting commitment, forwarding leadership, and resolving conflict.

For several decades, Len Silverston, has been involved in various data governance and data management programs and over the last 10 years, he has reviewed and analyzed many efforts and concluded that there are 7 key factors that are critical to successful data governance programs. This workshop will share information about these 7 factors along with techniques, case studies and exercises for each of these factors.  There will be fun and interactive exercises where participants can practice scenarios that commonly arise in data governance and apply the principles learned in this class.

This workshop will cover:

  • Case studies on how organizations succeeded or failed in data governance and why
  • What makes data governance programs successful and what are the big ‘gotchas’
  • Tools, principles techniques, and exercises to enable data governance including keys to gaining sponsorship, facilitating a common vision, communicating effectively, gaining involvement and commitment, developing trust, and managing conflict
  • Interactive and fun exercises allowing participants to apply the principles, tools, techniques and information from the class to practice important data governance interpersonal skills.

This workshop will be very applicable to anyone involved in a data governance program. Cultural and personal factors are often overlooked and they have been proven to be a key to success in data governance.

Level of Audience:
Intermediate

Speaker:
Len Silverston Len Silverston
President
Universal Data Models, LLC

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