Data Governance : How to Design, Deploy, and Sustain an Effective Data Governance Program

Managing data continues to grow as a necessity for modern organizations. There are seemingly infinite opportunities for organic growth, reduction of costs, and creation of new products and services. It has become apparent that none of these opportunities can happen smoothly without data governance. The cost of exponential data growth and privacy / security concerns are becoming burdensome. Organizations will encounter unexpected consequences in new sources of risk. The solution to these challenges is also data governance; ensuring balance between risk and opportunity. Data Governance, Second Edition, is for any executive, manager or data professional who needs to understand or implement a data governance program. It is required to ensure consistent, accurate and reliable data across their organization. This book offers an overview of why data governance is needed, how to design, initiate, and execute a program and how to keep the program sustainable. This valuable resource provides comprehensive guidance to beginning professionals, managers or analysts looking to improve their processes, and advanced students in Data Management and related courses. With the provided framework and case studies all professionals in the data governance field will gain key insights into launching successful and money-saving data governance program. Incorporates industry changes, lessons learned and new approaches Explores various ways in which data analysts and managers can ensure consistent, accurate and reliable data across their organizations Includes new case studies which detail real-world situations Explores all of the capabilities an organization must adopt to become data driven Provides guidance on various approaches to data governance, to determine whether an organization should be low profile, central controlled, agile, or traditional Provides guidance on using technology and separating vendor hype from sincere delivery of necessary capabilities Offers readers insights into how their organizations can improve the value of their data, through data quality, data strategy and data literacy Provides up to 75% brand-new content compared to the first edition Cover Data Governance: How to Design, Deploy, and Sustain an Effective Data Governance Program Copyright Dedication Forewords Preface Acknowledgments 1 Prologue: An executive overview The situation Concepts 2 Introduction Introduction 3 Data literacy and concepts The importance of concepts Data is an asset Data governance and governance Data management Information management Enterprise information management Data architecture The governance "V" Solutions Master data management Data quality Business intelligence Analytics and advanced analytics Artificial intelligence or machine learning Other terms Principles Policies Some final core concepts E for enterprise Business program Evolution vs revolution Information management maturity Things will change Summary 4 Overview: A day in the life of a data governance program and its capabilities What does it look like? The scope of data governance and data management Business model Content Development methods Federation Elements of data governance programs Process—The DG operating model Essential capabilities Work flow Principles Policies Metrics The people element—Roles and responsibilities Data Technology and tools The critical success factors for data governance Summary 5 The data governance business case The business case Objectives of the business case for data governance Components of the business case The big picture (vision) Program risks Business alignment Costs of data quality issues Costs of missed opportunities Data debt Obstacles, impacts, and changes Presentation of the case The process to build the business case Fully understand business direction Identify possible opportunities Identify usage opportunities Define business benefits Confirm business benefits Quantify costs Prepare the business case documentation Approach considerations Summary 6 Overview of data governance development and deployment Types of approaches The data governance delivery framework Process overview Engagement Considerations Activity Strategy Considerations Activity Architecture and design Considerations Activity Implementation Considerations Activity Operation and changes Considerations Activity Summary Core success factors Essential questions 7 Engagement Overview Initiation Obtain program approval Approach considerations Ramifications and benefits Develop DG rollout team structure Approach considerations Ramification and benefits Tips for success Definition Define DG for your organization Approach considerations Ramification and benefits Sample output Identify business units (subject to DG) Approach considerations Ramification and benefits Identify business capabilities that need data governance (and don’t have it) Approach considerations Ramification and benefits Scope Define scope and constraints with the initial plan for DG Approach considerations Ramification and benefits Sample output Tips for success Approve scope and constraints Approach considerations Ramification and benefits Sample output Tips for success Assessment Information maturity Approach considerations Business benefits and ramifications Sample output Tips for success Change capacity Approach considerations Tips for success Ramification and benefits Sample output Data environment Approach considerations Ramification and benefits Sample output Vision and plan Identify obvious business benefits and metrics Business benefits and ramifications Approach considerations Sample output Tips for success Describe new capabilities Approach considerations Ramification and benefits Sample output Tips for success Draft preliminary DG requirements Business benefits and ramifications Approach considerations Sample output Tips for success Develop representations of future DG Business benefits and ramifications Approach considerations Sample output Tips for success Complete data governance start-up plan Business benefits and ramifications Approach considerations Sample output Tips for success Engagement case study—Rocky Health Rocky Health vision Rocky Regional Energy Coop case study introduction Engagement case study—Rocky Regional Energy Coop Summary 8 Strategy Overview Alignment Identify business needs Approach considerations Ramification and benefits Align data governance with business needs Ramifications and benefits Approach considerations Sample output Organization value Determine core data principles Approach considerations Ramification and benefits Sample output Tips for success Identify DG-enabled opportunities Approach considerations Ramification and benefits Sample output Develop business value of DG Approach considerations Ramification and benefits Sample output Summary Strategic requirements Review existing business cases Approach considerations Ramification and benefits Sample output Determine base line policy requirements Approach considerations Ramification and benefits Sample output Tips for success Identify obvious capabilities Approach considerations Ramification and benefits Sample output Identify use cases to show value (as required) Approach considerations Ramification and benefits Sample output Strategy case study—Rocky Health Strategy case study—Rocky regional electric coop Summary Essential questions 9 Architecture and design Overview Capabilities Identify DG capabilities Approach considerations Ramification and benefits Sample output Align and prioritize capabilities with business needs Approach considerations Ramification and benefits Sample output Identify tools and technology supportive of DM and DG capabilities Types of tools Approach considerations Readiness for tools What should be tracked and managed? Business elements Ramification and benefits Operating frameworks Identify/refine DG processes Approach considerations Ramification and benefits Sample output Identify accountability and ownership Approach considerations Sample output Ramification and benefits Sample output Design DG operating framework Approach considerations Ramification and benefits Sample output Design minimum sustainable operating model Approach considerations Ramification and benefits Sample output Engagement and workflow Design required engagement models Approach considerations Ramification and benefits Sample output Complete roles and responsibility identifications Approach considerations Ramification and benefits Sample output Socialize operating framework, engagement models, and workflow Approach considerations Ramification and benefits Sample output Architecture and design case study—Rocky Health Architecture and design case study—Rocky regional electric coop Summary Essential questions 10 Implementation Overview Roadmap Align DG with current efforts Approach considerations Ramification and benefits Sample output Assign DG to planned efforts Approach considerations Sample output Ramification and benefits Define DG deployment increments Approach considerations Ramification and benefits Sample output Develop short- and long-term deployment plans Approach considerations Ramification and benefits Sample output Sustaining plan Define sustaining requirements Approach considerations Ramification and benefits Sample output Define organization behavior targets Approach considerations Ramification and benefits Sample output Develop change management plan Approach considerations Ramification and benefits Sample output Metrics Define metrics for effectiveness Approach considerations Financial context Areas of data monetization Data debt Risk Metrics for meeting DG goals Ramification and benefits Define metrics for efficiency Approach considerations Total cost of ownership Ramification and benefits Define metric collection and reporting Approach considerations Ramification and benefits Implementation—Rocky Health Implementation—Rocky Regional Electric Coop Summary Essential questions 11 Operation and change Overview Deployment Develop DG roll-out plan Roll-out DG framework Implement operational activity Implement operational support activity Implement DG technology solutions Operation Manage DG interactions with projects Execute DG processes and activities Complete and publish charters, policies, and standards Monitor attendance and engagement Ensure technology is properly integrated into DG operation Interact with data management activities Measure Implement metric collection and reporting processes Track distribution and use of metrics Track use and issues around technology Sustaining activity Verify leader alignment Monitor sponsor effectiveness Monitor communication and training Transition DG to business Manage resistance Operation and changes—Rocky health Operation and changes—Rocky regional electric coop Summary 12 Final items and summary Concepts The warning signs and useful tips The value of data governance Data monetization The critical success factors Some additional final thoughts Elevator speech Conclusion APPENDIX 1 Work areas, activities, and tasks APPENDIX 2 Change capacity assessment APPENDIX 3 Data governance charter template Introduction Background Purpose of the DG charter Terminology EIM vision and mission Objectives Reporting and metrics Value proposition IG operating framework summary Data governance council DG office DG forums DG executive(s) or sponsor Logistics Authority Website Document history APPENDIX 4 Data governance orientation and on-going knowledge transfer template APPENDIX 5 Data governance capabilities and functions APPENDIX 6 Stakeholder analysis APPENDIX 7 Leadership alignment assessment APPENDIX 8 Communications plan APPENDIX 9 Training plan APPENDIX 10 Post-roll-out checklist APPENDIX 11 Sponsor guidelines Sponsor guidelines and expectations Sponsor self-assessment APPENDIX 12 Leadership coaching APPENDIX 13 Resistance plan template APPENDIX 14 Guiding principles to policies alignment APPENDIX 15 Data governance program start-up plan APPENDIX 16 Sample data governance metrics APPENDIX 17 Phase activity task table from first edition APPENDIX 18 Executive level sample roadmap Index A B C D E F G I K L M N O P Q R S T U V W Z Back Cover