Data Stewardship : An Actionable Guide to Effective Data Management and Data Governance

Data stewards in any organization are the backbone of a successful data governance implementation because they do the work to make data trusted, dependable, and high quality. Since the publication of the first edition, there have been critical new developments in the field, such as integrating Data Stewardship into project management, handling Data Stewardship in large international companies, handling "big data" and Data Lakes, and a pivot in the overall thinking around the best way to align data stewardship to the data―moving from business/organizational function to data domain. Furthermore, the role of process in data stewardship is now recognized as key and needed to be covered. Data Stewardship, Second Edition provides clear and concise practical advice on implementing and running data stewardship, including guidelines on how to organize based on organizational/company structure, business functions, and data ownership. The book shows data managers how to gain support for a stewardship effort, maintain that support over the long-term, and measure the success of the data stewardship effort. It includes detailed lists of responsibilities for each type of data steward and strategies to help the Data Governance Program Office work effectively with the data stewards. Title-page_2021_Data-Stewardship Front-matter Data Stewardship Data Stewardship Copyright_2021_Data-Stewardship Copyright Dedication_2021_Data-Stewardship Dedication Contents_2021_Data-Stewardship Contents About-the-Author_2021_Data-Stewardship About the Author Acknowledgments_2021_Data-Stewardship Acknowledgments Introduction_2021_Data-Stewardship Introduction Introduction Problem Statement Roles of the Data Steward in Managed Data What This Book Covers What Is Not in This Book Who Needs This Book? Appendix-A---Example-Definition-and-Derivation_2021_Data-Stewardship Appendix A: Example definition and derivation Definition of “Unique Quote to Close Ratio” Derivation of “Unique Quote to Close Ratio” Appendix-B---Sample-Training-Plan-Outlines_2021_Data-Stewardship Appendix B: Sample training plan outlines Training Technical Data Stewards Training Project Managers Appendix-C---Class-Words-for-Naming-Business-Data-Eleme_2021_Data-Stewardshi Appendix C: Class words for naming Business Data Elements A list of class words Chapter-1---Data-Stewardship-and-Data-Governance--How-They_2021_Data-Steward 1 Data Stewardship and Data Governance: How They Fit Together Introduction What Is Data Governance? Some Best Practices to Drive Data Governance What Is Data Stewardship? The Overall Goals of Data Stewardship Moving Data to a Governed State The Three P’s: Policies, Processes, and Procedures How Data Stewardship Fits Into Data Governance The Executive Steering Committee The Data Governance Board The Data Stewardship Council IT Support Through the Technical Data Stewards The Data Governance Program Office The Overall Data Governance Organization Summary Chapter-2---Understanding-the-Types-of-Data-Stewardship_2021_Data-Stewardshi 2 Understanding the Types of Data Stewardship Introduction Business Data Stewards Choosing the Right Business Data Steward Characteristics of a Successful Business Data Steward Business Data Stewards and the Data The Key Role of the Business Data Steward Technical Data Stewards Project Data Stewards Operational Data Stewards Summary Chapter-3---Stewardship-Roles-and-Responsibilities_2021_Data-Stewardship 3 Stewardship Roles and Responsibilities Introduction The Data Stewardship Council What is the Data Stewardship Council? Membership in the Data Stewardship Council Responsibilities of the Data Stewardship Council Data Governance Manager Enterprise Data Steward Business Data Stewards Project Data Stewards Technical Data Stewards Operational Data Stewards Laying Out a Data Stewardship RACI Matrix Summary Chapter-4---Implementing-Data-Stewardship_2021_Data-Stewardship 4 Implementing Data Stewardship Introduction Championing and Communicating Data Stewardship The Data Stewardship Message Preparing the Data Stewardship Message Gaining Support From Above and Below Understanding the Organization The Organization Structure The Culture of an Organization Organizing the Data Stewards Figuring Out Your Starting Point Figuring Out What You’ve Got: The Data Figuring Out What You’ve Got: The Metadata Figuring Out What You’ve Got: Data Quality Figure Out What You’ve Got: Processes Figure Out What You’ve Got: Tools Summary Chapter-5---Training-the-Business-Data-Stewards_2021_Data-Stewardship 5 Training the Business Data Stewards Introduction The Curricula for Training Business Data Stewards The Basic Principles Metadata for Key Business Data Elements Uses of Data Information Producers and Consumers Using SIPOC to Understand Data Use Introduction to Data Stewardship Processes Tools of the Trade Training for Data Quality Improvement Summary Chapter-6---Practical-Data-Stewardship_2021_Data-Stewardship 6 Practical Data Stewardship Introduction The Basics Choosing Key Business Data Elements Financial Reporting Data Risk and Regulatory Reporting Data Elements Business Data Elements Introduced by Company Executives Data Used by High-Profile Projects Allowing the Business Data Stewards to Decide Assigning the Responsible Business Data Stewards Naming Business Data Elements Creating Good Business Definitions Defining the Creation and Usage Business Rules for a Business Data Element Defining the Derivation Rules Setting Up Repeatable Processes Defining the Scope of Data Stewardship Implementation Understanding How the Business Data Stewards Interact With the Data Governance Program Office Regular Meetings with the Data Stewards Using Interactive Forums Using Working Groups How Project Data Stewards work with Business Data Stewards Using an Issue Log to Get the Day-to-Day Work Done What is the Issue Log? Managing the Issue Log Understanding the Issue Log processes Documenting and Communicating: The Communication Plan What Must be Communicated? What Must be Included in a Communications Plan? The Importance of Targeted Communications Adding Data Governance to the Project Methodology The Benefits of Adding Data Stewardship Tasks to a Project Data Stewardship Roles to Support the Project Data Stewardship Tasks and Templates Training Project Managers Building and Following a Data Governance or Data Stewardship Roadmap Specifying the Data Stewardship Tools Data Stewardship Portal Data Stewardship Wiki A Critical Artifact: The Business Glossary Why do You Need a Business Glossary? The Importance of Properly Naming Business Data Elements Customizable and Configurable Business Glossary Automating Processes with Workflows Advantages of Using Workflows Gathering the Workflow Design Information Specifying the Workflow Forms and Rules Applied Specifying the Notifications to the Roles A Metadata Repository Summary Chapter-7---The-Important-Roles-of-Data-Stewards_2021_Data-Stewardship 7 The Important Roles of Data Stewards Introduction The Role of Data Stewardship in Improving Data Quality Measuring and Improving Data Quality Preventing the Deterioration of Data Quality What is Data Quality Improvement in Context? The Importance of Improving Data Quality to the Overall Data Stewardship Effort Understanding the Dimensions of Data Quality Specifying the Data Quality Rules Supporting Improvements in Data Quality and Data Profiling Enforcing Data Quality During a Load The Role of Data Stewardship in Metadata Quality “Profiling” Metadata Dimensions of Metadata Quality The Role of Data Stewardship in Managing Reference Data General Maintenance of Reference Data Aligning Reference Data Values Across Systems The Role of Data Stewardship in Identity Resolution for Master Data Management Identifying the Identifying Attributes Finding the Records and Mapping the Fields Standardizing the Values Enriching the Data From Outside Sources The Role of Data Stewardship in Master Data Management Survivorship The Role of Data Stewardship in Master Data Management Exception Handling The Role of Data Stewardship in Information Security The Role of Data Stewardship in Supporting Quality Assurance The Role of Data Stewardship in Compiling Lineage The Role of Data Stewardship in Process Risk Management The Role of Data Stewardship in Data Privacy Regulations Key Tenets of Data Sovereignty Regulations Compliance With the Regulations Capturing Additional Metadata for Compliance A First Look at the Data and Process to Support Data Sovereignty Regulations Summary Chapter-8---Measuring-Data-Stewardship-Progress--The-Met_2021_Data-Stewardsh 8 Measuring Data Stewardship Progress: The Metrics Introduction Business Results Metrics Operational Metrics Summary Chapter-9---Rating-Your-Data-Stewardship-Maturity_2021_Data-Stewardship 9 Rating Your Data Stewardship Maturity Introduction Defining a Data Stewardship Maturity Model: Levels and Dimensions Data Stewardship Maturity Levels Maturity Level 1: Initial Maturity Level 2: Tactical Maturity Level 3: Well-defined Maturity Level 4: Strategic Maturity Level 5: Optimized Data Stewardship Maturity Dimensions by Level Organizational Awareness Roles and Structures Standards, Policies, and Processes Value Creation Gathering the Maturity Model Evaluation Data Evaluating the Results of the Maturity Survey Measuring Progress in Maturity Identifying Gaps and Remediation Summary Chapter-10---Big-Data-Stewardship-and-Data-Lakes_2021_Data-Stewardship 10 Big Data Stewardship and Data Lakes Introduction Data Stewardship and Big Data Data Stewardship and Data Lakes Data Lakes and Metadata Determining the Level of Data Governance for the Data Lake Metadata Created in the Data Lake Proposed Roles for Governing in a Data Lake Data Stewardship in the World of Data Lakes and Fast Data Summary Chapter-11---Governing-and-Stewarding-Your-Data-Using-Dat_2021_Data-Stewards 11 Governing and Stewarding Your Data Using Data Domains Introduction The Case for Data Domain–Based Data Stewardship Where did Data Domain–Based Data Governance come from? The Value of Data Domain–Based Data Stewardship Data Domains Explained Key Benefits of Data Domains Specifying and Setting Up Data Domains Business Subject Areas Business Data Elements Authorized Provisioning Point Governing Data Domains Data Domains and Data Domain Councils Data Domain Council Structure and Governance Staffing the Data Domain Council Key Data Governance Activities That Can Be Driven by Data Domains Data Domain–Based Data Stewardship Requires a Mature Organization Summary No-title-available_2021_Data-Stewardship Index Data stewards in any organization are the backbone of a successful data governance implementation because they do the work to make data trusted, dependable, and high quality. Since the publication of the first edition, there have been critical new developments in the field, such as integrating Data Stewardship into project management, handling Data Stewardship in large international companies, handling'big data'and Data Lakes, and a pivot in the overall thinking around the best way to align data stewardship to the data—moving from business/organizational function to data domain. Furthermore, the role of process in data stewardship is now recognized as key and needed to be covered.Data Stewardship, Second Edition provides clear and concise practical advice on implementing and running data stewardship, including guidelines on how to organize based on organizational/company structure, business functions, and data ownership. The book shows data managers how to gain support for a stewardship effort, maintain that support over the long-term, and measure the success of the data stewardship effort. It includes detailed lists of responsibilities for each type of data steward and strategies to help the Data Governance Program Office work effectively with the data stewards. Includes an enhanced section on data governance/stewardship structure for companies that do business internationally, including the structure of business terms to account for country differences Outlines the advantages and disadvantages of'data domains,'details on suggested data domains and data domain structures, as well as data governance by data domains Integrates data governance into Project methodology, defining roles on a project, adding Data Governance tasks to the Work Breakdown Structure, as well as advantages of working closely with the Project management Office Covers the data stewardship involved in implementing national and international data privacy regulations