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MDM & DG Summit Toronto - June 2011 - "Using DG as a catalyst for successful Business Transformation"(Joint w/Farzin Ismail - Deloitte)
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Data Governance as a Catalyst for Successful Business Transformation
Richard R. Lee (ICBC)Director, Data Governance Office & INFO Project
Farzin Ismail (Deloitte)Sr. Manager, Risk Management Practice
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Agenda
• ICBC Overview 2014 Strategy and Transformation Program Business Information Project (INFO)
• ICBC’s Data Governance Journey Interim Roles and Responsibilities Deployment and Lessons Learned
ICBC OVERVIEW
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About ICBC• The Insurance Corporation of British Columbia (ICBC) is a provincial
Crown corporation established in 1973 to provide universal auto insurance to B.C. motorists Mandatory and optional (Competitive) insurance products (P& C) Revenue >$3.6B >3 million policies written ~ 1 million claims/year processed Major investments in Road Safety Initiatives
• Also responsible for driver licensing, vehicle licensing & registration and toll/fee collection > 2.75 million vehicles registered > 3.1 million licensed drivers Tickets (contraventions), tolls & other fees collection
• Collects vast amounts of information and needs to manage it as an asset Information Management from an end-to-end view Data Governance as a core discipline
Business Information Project (INFO)
• The INFO project is responsible for developing an Enterprise Information Strategy and a Roadmap for ICBC to increase the benefit it receives from its information by: Enabling “timely fact-based decisions ” Providing a “single version of the truth ” Delivering an “enterprise view” of all information assets
• The INFO project is also responsible for implementing the core infrastructure, enabling technologies, business disciplines, and data governance to make this goal successful
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INFO Project at a Glance
ICBC’S DATA GOVERNANCE JOURNEY
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Data Governance
• Proactively manages data and information: quality, privacy, security & compliance and availability
• Lays the foundation for deriving meaningful insight from information through business applications and tools
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Business Technology
Joint Responsibilities
EfficientCost Savings
EffectiveBusiness Improvement Risk Reduction
Leanness Standards Accuracy ComplianceRelevancy Agility Availability
Data Governance Value
Coordinate the identification of data and information relevant to
business decisions
Enable increased responsiveness to emerging opportunities through
coordinated management of data assets
Provide guidance on effective data mechanics
and improve timeliness of information availability
Streamline the data capture process and enable LOBs to
reallocate resources to higher value processes
Standardize and improve enterprise wide processes and data to reduce non-
value activities
Establish consistent processes for monitoring and improving the
quality and integrity of data and information
Improve ICBC’s compliance profile by aligning processes &
practices with operational or
regulatory requirements
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Benefits of Data Governance
Dimensions: ICBC current state 1Aware
2Reactive
3Proactive
4Managed
5Optimized
Business Alignment• Data is not governed to achieve business goals• There is no consistent governance of data from the corporate,
business, or IT perspectives● ●
Principles• Basic policies exist, but there is no clear framework ● ●
Organization• Data governance activities are not coordinated• Roles are not clearly defined and accountability is assigned
● ●
Process• There are no formal data governance processes consistently
applied across ICBC ● ●
Technology• Tools are deployed on an ad hoc basis• Tools have been abandoned or removed where there is a
perceived negative impact on operational performance● ●
● = ICBC Current Maturity● = ICBC Desired Maturity
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Data Governance Maturity Model
Setting the Tone for Data Governance
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The word “Governance” conjures up different images in people’s minds
We prefer to think of it as a way to guide decisions around enterprise information
The Data Governance Office will help develop and maintain good quality information that can be shared across the company
Data Governance Progression
Data Information
Interim
Short-Term
DG Guidance
DG Guiding Principles
Standing Committee for Privacy, Security & Compliance
Data Quality Office
Data Modeling
DG PoliciesMid-Term
Long-Term
Integration of :- Data Owners- System Architects- Business Owners
DG Guidelines and Standards
Extension of DG OfficeExpansion of Data Stewards
Data Profiling & Classification
Data Cleansing & Performance
Data Stewards
Integration of - IT Performance- Corporate Performance
Data Governance
Office
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Evolution of Data Governance
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Data Governance Strategy
Short term Mid term Long term
Center of Excellence driven DG
Data Steward Services
driven DG
Corporate Strategy
driven DG
Data Management Foundation Information Management Foundation
INTEGRATED DG DRIVING CORPORATE VALUE
Knowledge Management Foundation
NON-INTRUSIVE DG DEPLOYED• Leverage existing efforts• Provides guidance and support
DG SERVICE DEPLOYED
Data Governance Definitions
• Data Governance Office – an organizational entity responsible for facilitating and coordinating Data Policy, Data Stewardship and/or Data Performance as services for ICBC
• Interim DG Group – a temporary committee to provide DG guidance to in-flight or future projects
• DG Terms of Reference (ToR) – the protocols by which the Interim DG Group will operate
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Data Governance: Support for Projects
The Interim Data Governance Office (DGO) will reduce project risks by ensuring that decisions about data and information are made to support:
• A consistent view across the enterprise,
• A single version of the truth,• An alignment with insurance industry
standards e.g. IBM IAA, ACORD, IDMA
Data Governance in Action
Goal• The Data Governance Office will review requests for new data to be
captured to support analysis that has strategic importance and cross divisional impact
Request Example• Road Safety wants to prioritize investments and strategies, however, a
critical piece of information (“main causal factors” in crash related claims) is not currently collected
Role of Data Governance• Data Governance will make a decision about this request after
considering enterprise wide impact and alignment with the Enterprise Information Model
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INTERIM ROLES AND RESPONSIBILITIES
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Interim Roles and Responsibilities
Data Governance Office (includes Functional Working Group)
Data Governance Council
Approve
Develop
Consult
Subject Matter Experts Sub-Committees
Active contribution in the development of guidance Active contribution to the development of Decision Packages Make decisions based on Decision Packages Identify outstanding issues to be escalated to the Data Governance Council and EC Advocate for Data Governance across ICBC Execute an effective communication process for data governance Meet approximately weekly
Active contribution in the development of guidance
Active contribution to the development of Decision Packages
Approve drafts of guidance for distribution across ICBC Affirm decisions made by the Functional Working Group (as appropriate) Make decisions based on Decision Packages Advocate for data governance across ICBC
Provide domain-specific guidance to Functional Working Group
Advocate for awareness of data risks and opportunities
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Role of the Data Governance Council
Data Governance Council
Executive Committee
Executive Committee:• Define ICBC’s
strategic vision and strategic outcomes•Make decisions
on complex organizational issues• Engage Data
Governance Council when decisions have information implications
Data Governance Council:• Composed of
designated members of the Executive Committee• Focus on
operational sustainment of information• Provide
guidance to help manage information as an asset
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Engage
The Two Hats of the Data Governance Office
Data Governance Council
Data Governance Office (DGO)
DGO Executive
Data Stewards
Subject Matter Experts Solution Leads
Business / Project Role
• Identify strategic uses for information based on business objectives
• Provide oversight for complex information decisions(e.g. migration)
Decision Package
Decision Package
Data Governance Role• Proactively
define/align rules (policies, standards and practices)
• Provide forum for the resolution of data related issues:
o e.g. Business Terms• React to and resolve
issues arising from non-compliance with rules
• Advocate for data governance
Inform
Outcome
Engage
Inform
Policies
Standards
Practices & Processes
Executive
Project Teams / Ongoing Operations
Outcome
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DGC Business Role: Considerations(e.g. Migration)
Data Governance
Council
Project Teams / Ongoing
Operations
Data Governance
Office(e.g. DGOE, Analytics ,
SMEs, Solution Leads)
Provide oversight on complex information decisions e.g. migration• Review decision packages and determine option to be considered• Review migration plans to ensure alignment with strategic, operational and information management
objectives
Consult / Review / Analyze• Work with project teams to determine alignment with strategic, operational and information
management objectives• Review project migration plans to understand scope of data to be migrated and ensure the data
governance guiding principles are observed / incorporated into plansAdvise Data Governance Council on recommended option(s) within decision package
Liaise with Data Governance Office• Consult with Data Governance Office as migration plans are prepared to ensure strategic, business and
information management objectives are incorporated• Prepare decision package materials
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DGC Governance Role: Considerations (e.g. Business Terms)
Data Governance
Council
Project Teams / SMEs
Data Governance
Office(e.g. DGOE, Analytics ,
SMEs, Solution Leads)
Provide governance oversight on information management activities• Endorse the proposed business terms and their definitions• Resolve business term definition where conflict exists
Consult / Review / Analyze• Advise Business Term Working Group on approach i.e. internal / external standards, hierarchy of
glossaries• Create the process for approval and endorsement of definitions• Work with the project team to devise governance process for changes to definitions• Oversee the implementation of the corporate glossary (e.g. tools, change management & communication)
Advise Data Governance Council on recommendation to endorse or recommended option(s) where conflict exists
Liaise with Data Governance Office• Consult with Data Governance Office to ensure the appropriate stakeholders are involved• Provide recommended term definitions to be approved / endorsedChange Management & Communication• Once approved, work with Change Management & Communication to ensure all impacted parties are
made aware of controlled vocabulary
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DATA GOVERNANCE GUIDING PRINCIPLES
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Data Governance Guiding Principles
• Data Governance Guiding Principles set out high-level considerations for analyzing and evaluating alternative courses of action
• There is one foundational principle (“Information is an Asset”) and twelve subsequent principles
• The style used to articulate the principles aligns to the style used for ICBC’s Technology Alignment Strategy
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LESSONS LEARNED
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Lessons Learned
• Be clear on scope of effort Data governance support to projects Future state environment
• Don’t boil the ocean Prioritize what’s needed and focus efforts Some foundational elements are required establish directional guidance
that can later be formalized (i.e. policy)
• Be prepared to be flexible Allow for a feedback loop for continuous improvement
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Lessons Learned Cont’d.
• Communication, communication, communication Know your key messages and stakeholders Proactively engage stakeholders Establish how broadly to communicate
• Strong integration with Transformation Program efforts Engage project teams to initiate and sustain ongoing discussion around the
Data Governance in general Show how DG principles can be incorporated into project activities
• Knowledge transfer Identify internal resources to champion early to facilitate knowledge
transfer
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Lessons Learned Cont’d.
• Support materials Have some FAQs Provide some guidance on how to align with / apply DG principles
• Did we say communication?
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QUESTIONS
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We are looking for a number of Information Management Professionals to join our team.
Send your cv to Dave Govett @ ICBC
dave.govett@icbc.com
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