Become a Power Data Steward Operate with greater power and efficiency with your own Data Steward Health Plan IDQ Conference, November 4-7, 2013 Tutorial – 12:45pm-4:00pm, Monday Nov. 4 University of Arkansas at Little Rock Speaker bio: Tina McCoppin Tina McCoppin, Partner at Ajilitee • Data Governance Strategist • Information Management delivery programs Engagement / Program Manager • Former Engagement & Project Manager for Fortune 1000 companies: HP, Knightsbridge (“Big Data”), Forte, Seer, Pansophic, Accenture • 25+ years of IT integration experience 2 TIME TO PUT ON YOUR SNEAKERS! 3 It’s time to GET FIT To go from THIS To THIS 4 Or for Data Stewards, this means To go from THIS To THIS 5 The wake up call • Data quality issues remain a top barrier of effective Business Intelligence and Analytics • Poor data quality can cost organizations $8M-$20M+ annually • The average B2B company has critical data errors in 10-25% of its records • Companies with high data quality can earn 66% more revenue 6 Let’s start! Our topic today A Data Steward Health Plan is the key to transforming data governance into a sustainable program which brings real business value – and doesn’t wear you out! Agenda 1. What are the responsibilities of a Data Steward? 2. How and where to “trim the fat” 3. The Data Steward Health Plan 4. Defining a Data Policy 5. Benchmarking & measuring 6. Communication 7. Practical tips and tools 7 Exercise: Class Profile • _____ Finance (Banking, Investment) • _____ No Data Governance • _____ Insurance (P&C, Life) • _____ In first year • _____ Healthcare / Hospital / Pharmaceutical • _____ 1-2 Years • _____ Energy • _____ 2-5 years • _____ Education • _____ 5-10 years • _____ Government • _____ 10+ years • _____ Manufacturing • _____ Food Services • _____ Retail • _____ Telecommunications • _____ Transportation • _____ Leisure & Accommodations (hotels, resorts) • _____ Non-profit / Charitable / Religious • _____ Technology (Soft/Hardware, Tools, Vendors) • _____ Consulting Services • _____ Other 8 STEWARD RESPONSIBILITIES © COPYRIGHT 2010 Ajilitee. Confidential. 9 Expectations for Data Stewards Skills Skills demonstrated:DATA DW,demonstrated: BI AND • ManagementQUALITY DATA• Analytical INTEGRATION • Process • Technical BUSINESSImprovement prowessOPERATIONAL SYSTEM KNOWLEDGE• Subject & matter • StrategicRESPONSIBILITIES / EXPERIENCE• People / impact & CommunicationPERSONAL implications TRAITS • Persuasion / Negotiation • Reputation / acknowledgement • Facilitation 10 Data Steward – example position posting Description Position Requirements The role of the Data Steward is to manage, investigate, and resolve data quality issues in enterprise Formal Education & Certification applications, while safeguarding against data loss. Data stewards also guide decision makers in determining where to place specific data while considering business purposes and how the location of certain data will College diploma or university degree in the field of information incur particular risks. management/knowledge management and/or 2-3years equivalent work experience. This individual is also expected to take a lead in preventing data quality issues by identifying frequent user errors, and working with business units to strengthen user competence. Knowledge & Experience This role may be for a specified data domain or multiple domains. • Familiarity with database concepts • Previous exposure to data integration and management Responsibilities • Specific knowledge of master data or claims platform(s) is desired Strategy & Planning • Strong understanding of data entry/update best practices Facilitate implementation of a data management strategy, including user policies and training materials, • Working technical knowledge of SQL is extremely desired identifying refresh cycles, and data quality statistical reporting for achieving and maintaining high data quality. Personal Attributes Work alongside both IT and business unit staff and Senior Management to: • Strong customer service orientation • Coordinate the data placement/location in line with business strategies; • Proven analytical and problem-solving abilities • Develop and maintain a data integration strategy; and • Ability to effectively prioritize and execute tasks in a high-pressure environment • Develop and maintain a data security strategy. • Good written, oral, and interpersonal communication skills • Ensure that project management and software development methodologies include the steps, • Ability to conduct research into data issues and as required activities, and deliverables required to achieve high quality data for their specified domain. • Ability to present ideas in business-friendly and user-friendly language to all levels Acquisition & Deployment of staff – including C-level executives • Ensure that new systems, applications, and data integration measures adhere to existing data • Highly self motivated and directed management practices, policies, and procedures • Keen attention to detail Operational Management • Team-oriented and skilled in working within a collaborative environment Ø Identify and ensure the resolution of data quality issues, such as uniqueness, integrity, accuracy, consistency, and completeness in a cost-effective and timely manner To ensure organization responsiveness, the following metrics have been developed: Ø Execute audits periodically to ensure that data is being properly managed in On-Premise and that legal or security requirements are consistently being met • Erroneous data will be either corrected, addressed, or elevated to the higher decision/management level as appropriate within X business days Ø Review data profiling and data quality statistics on a regular basis. The results of these audits should be communicated to data trustees and tied into service level agreements (SLAs) between data entry • Meta-data will be reviewed on an annual basis to ensure its accuracy and personnel and the appropriate business units relevancy Ø Devise, coordinate, and/or participate in mass data-cleansing initiatives for the purpose of purging and • Participation in resolving business definitions and ensuring common definitions eliminating corrupt or redundant information from corporate databases across the enterprise will occur on an as needed Ø Identify causes of poor data quality, implement solutions and communicate findings to employees, • Validation and approval (or rejection) of lists of values for critical data elements management, and stakeholders will be performed within 30 (X??) business days from the submission date Ø Develop and enforce methods and validation mechanisms for ensuring data quality and accuracy at the • Operational training will be carried out on an as needed basis. point of entry Ø Work collaboratively with the system architects to develop methods for synchronizing data entering company systems from multiple points and within infrastructure On-Premise and third parties 11 Ø Make recommendations on protocols and standards that will support the data management strategy Essentially, you’re on a “yo-yo” diet • Expected to hold a “day job” yet still address data quality, metadata, data profiling, etc., etc., etc. Or… • The Steward role becomes equated with (or solely focused on) Data Quality Or… • Management does not see evidence of value, so budget is cut or the role or entire data governance group is disbanded Just plain trying to juggle too much at once Operational system upgrades, analytic reporting, and other important programs reduce the time and attention spent on data governance 12 Problem summary • Too much time spent on… ◦ Endless and/or repetitive meetings ◦ Not knowing where to focus ◦ Never having time for important (but non-critical) items ◦ “Spinning” on a single or a few issues <OR CONVERSELY> ◦ Spread thin trying to go after ‘too many’ and not resolving ‘any’ • Too little time spent… ◦ Mapping repeatable and automated processes, workflows and communication plans ◦ Communicating to the business community ◦ Seen as a recognized DG SME and trustee of the data ◦ Facilitating resolution or remediation activities across lines of business ◦ Providing insight to the DG Council so that policies can be identified and published 13 TRIM THE FAT: FOCUS ON STEWARD ESSENTIAL TASKS © COPYRIGHT 2010 Ajilitee. Confidential. 14 Categorizing Activities Categories we will look at: • Data Governance ◦ Policies ◦ Data Quality and Process ◦ Glossary or Dictionary ◦ DG Justification ◦ Communication • Best Practices ◦ Data model ◦ Standards ◦ Authorizing data access • Project-related work ◦ Subject Matter Expert ◦ Reviewer / Approver 15 Categorizing Activities: Healthy activities for Data Governance • Identify and develop policies and procedures Policies • Identify Pain Points, options and remediation o Data quality issue pain points o Process issue pain points • Describe (or understand) process flows and / or data flows DQ & Process • Create use cases for pain points • Review data profiling results of pain points Identify Critical or Governed Data Elements (GDE) • Glossary • Define business definitions for data elements • Develop ROI for DG • Establish data quality metrics Justification • Develop / track performance measurements for DG Program • Communicated & Sell Data Governance o Prepare & present to DG Council o Present (describe / sell) DG at Department staff meetings Communication • Develop & give formal Data Steward training courses • Update DG website RED is my own personal “top priority” Data Steward activities. Yours might be different – but