CDO Slides: Real World Data Strategy Success Stories

The First Step in Information Management

www.firstsanfranciscopartners.com

Producedby:

RealWorldDataStrategySuccessStories

MonthlyCDOWebinarSeries

Broughttoyouinpartnershipwith:

#CDOVisionNovember3,2016

Agenda

§ Whatissuccess?§ EIMstrategysuccessstories§ Reporting/data-centricexecutionsuccessstory§ Datagovernancesuccessstory§ GovernanceandMDMsuccessstories

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© 2016 First San Francisco Partners www.firstsanfranciscopartners.com pg 2

Whatissuccess?

§ Define“done”§ PotentialbenefitsthatapplyacrossEIM− Raisingvisibilityofdatatoanorganization− Pullingvisiontogether− Becomemoredata-centric− Improvingefficiencyandproductivity− ReducedcostsofIT,processes,data,etc.− Improvedcostanddeliveryofprojects

pg 3© 2016 First San Francisco Partners www.firstsanfranciscopartners.com

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SuccessStory:Enterprise-wideInformationStrategy1

Challenge:Largeenergycompanyrealizedcostofdatamismanagement

40millioninSAPdevelopment

Massivedataclean-up

Upheavalacrossorganization

Notrustindata

Stillnodataconsistencyorreliability

Costlydenialofrateincrease

Inabilitytoadapttosmartgridevolution

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Solution:Data-centricenterprisemodel–datamanagement/governanceengagement

SeniorExecutives AllBusinessManagement

Customers

FutureUsers

AllBusinessAreaStaff

VendorProduct

Management

AllDBAs

ExternalData

Suppliers

ExecutiveSponsorshipSeniorITManagement

SeniorBusinessManagement

SupportDesk

AllIntendedUsers

ApplicationDevelopment

ITOperationsManagement

VendorAccountManagement

VendorProductSupport

PMOKeyTestingUsersTrainingDevelopment&Execution

SourceSystemTechnicalApplicationAdmin

BusinessDataSubject ExpertsDashboardDesigners andDevelopers

ProjectManagementInformationArchitects

DataStewardsDataWarehouseArchitectBusinessUnitInformation

Managers

CoreTeamà ExtendedTeamà InvolvedIndividualsà SupportDashedlinesindicatedirectengagementofDataGovernance

AdhocQuery-Builders

StewardsandOwners


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Outcome:Flexibleandadaptivearchitecture

App1App2App3App4

App5App6App7Appn..

AppsPhysical

Databases Current PhysicalViews

SAP

Other

Reverse Engineering Forward Engineering

Abstraction Processes“Mapping”

Views

Meta Data Layer Semantics Measures Data Assets Work Flow Rules

Future Logical Views

Future Physical DBMS

Future Apps

Access layer - DW,ODS, Web Services, Analytics, etc.

1

2

3

1

2

3

31

2

Data Management

Synchronize to other data 3

2

1

pg 7© 2016 First San Francisco Partners

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Resultsandtakeaways

§ Results− Reorganizationarounddata− Improvementinoperationalapplicationuse− Improvementindataqualityforreporting− Deploymentofchangeteams

§ Takeaways− Non-standardoperatingmodelsareOK− Improveddataqualityiskeytoapplicationusage− Middlemanagementembracedchanges− Solutionarchitecturecanbeahybridofoldandnew

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Lessonslearned…


SuccessStory:Enterprise-wideInformationStrategy2

Challenge:Largespecialtyretailerfacedwithhugeoperationalissues

Multipleproductdatastores

Inconsistentmerchandising

Destructivedataredundancy

Ancientapplicationsandinfrastructure

Notrustindata

Unreliableinventory

Lessagileintheirmarket

Stockpriceexplicitlyaffected


Sponsoredby:

MessageProcessingLayer

DataAccessLayer(DAL)

Publish/Subscribe

Request/Reply

MessageQueuing

Bulk/Batch

Publish/Subscribe

Request/Reply

MessageQueuing

Bulk/Batch

ODB

C

ApplicationsPortfolio

Application Application

EndPoint-to-PointInterfaces

LOCALDATASTORE

Application Application Application

LOCALDATASTORE

EnterpriseDataStores(PhysicalandLogical)

ODS/DW

TransactionData OperationalandAnalyticalData

ANALYTICALDATATRANSFORMATION

DM

Activity Product Customer Store

EnterpriseDataStorespopulatedovertimetoestablishSingleVersionoftheTruth

ApplicationServices

TechnologyServices

DataServices

Cano

nicalM

odel

MetadataRepository

EIS

CUBE

Solution:FullreloadofdataarchitectureSponsoredby:

pg 11

Analytics

Reporting

Transaction processing

Datacapture M

erch

andi

sing

/ Su

pply

Cha

inD

istr

ibut

ion

/ Man

ufac

turin

gN

ew B

usin

ess

Dev

elop

men

tSt

ore

Ops

/ Sa

les

Mar

ketin

g / B

rand

Mgm

tA

ccou

ntin

g / F

inan

cial

sR

adio

Shac

k.co

mSy

stem

sup

port

ENTERPRISEARCHITECTUREDIRECTION

Application “stovepipes” aligned with functional organizations

Enterprise ArchitectureFlexible application layers mapped to major business processes

• Applications aligned with core business processes

• Flexible reporting and analytics respond to business changes

• Reuse of common business functions simplifies creation and maintenance of applications

• Build analytical capability across enterprise• Data-centric focus enables learning

organization

Data capture

Transaction Processing

Enterprise Data StoresReporting

Analytics Logical

Physical

• Applications are rigid and do not easily provide cross-enterprise functions or information-centric views

• Data capture and transaction processing capabilities do not promote speed

• Reporting and analytic capabilities are not flexible enough

Core processes

AppApp

AppApp

Solution:Followedenterprisearchitecture


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Resultsandtakeaways

§ Results− Creationofatopdatajob(TDJ)− Implementationofinformationmanagementarea− Refreshofdatawarehouseandreportingtechnologies− Createdchangeteams

§ Generatedinternalaccountabilityforsuccessfulchange

§ Takeaways− Engageenterprisearchitectsinasolution− EngagewithexecutiveteamandconsideraTDJ


Lessonslearned…

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SuccessStory:Data-CentricProjectExecutionof

Reporting/Analytics

Challenge:Reportingproject

Dataisstoredasabyproductoftheapplicationsthatcapturethedata,notinawaythatisaccessibletothebusinessuser

Datadescriptionsarenotcentrallydefinedresultingininconsistentusageandunderstandingofthedata

DatatransformationsarecomplexandonlyunderstoodbyITresource

Formaldataqualitymonitoringpracticesdonotexist

Lackofbusinessownership

Lackoftrustindata

Inabilitytodoanalytics

Businessisforcedtorelyonlyongutand intuitionvs.makinginformed,fact-baseddecisions

Lowlevelofdatamanagementmaturity


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Outcome:Reusable,subject-specificdatamarts

SourceApplicationDatabase

AbstractionLayer(inc.DQ

&

ETL)

BusinessViewofData

BusinessViewofData

BusinessViewofData

BusinessViewofData

BusinessViewofData

Today:Dataisstoredasabyproductoftheapplication

vs.Future:Dataisstoredinawaythatisoptimized

forbusinessretrieval

§ Datastrategyexecutionisalignedtoprojectengagement

§ Reportingprojectprovidesanopportunitytoimprovethewaythatdatarequirementsarecapturedandsourcedataisanalyzed


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Resultsandtakeaways

§ Results− Fact-baseddecision-making− Improveddataanalyticscapabilities(advancedandpredictiveanalysis)− Businessownershipofinformationassets

§ Takeaways− Implementingnewdatastandardsandguidelinesviaaprojectgroundsgovernanceinreality− Adjustingan“SDLC”tobedata-centriccatchespotentialdatadiscrepanciesbeforetheybecomeissues− Incrementalchangeiseasier– especiallywhenalignedwithatangibleoutcome


Lessonslearned…

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SuccessStory:Governance

Goal:Improvedcoordinationofenterprise-widedatagovernance

BusinessProblems• Businessdecisionsarebeing

madeonunreliabledatasourcesduetolackofunderstandingofdatadefinitions,calculationsandlineage

• Datagovernanceiscenteredarounddiscretebusinesslinesandnotacrosstheenterprise

• BusinessandIThavenocommonunderstandingofdatasourcesandtheirusage,resultinginincreasedefforttoverifyandremediate

DesiredBusinessOutcomes• Deliveringtherightdataacrossdifferentlevelsoftheorganizationthroughtheconsistentexecutionofdefinedprocesses

spanningthecompletedatalifecycle• Abaselineofdatagovernancepractices,processandmetricsimplementedacrossallbusinesslines• AdiscretesetofCoreDataConceptsgovernedthroughafederatedapproach• Aroadmapofimprovementinitiativesthatwilldrivecontinuousbusinessimprovement


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Solution:Approveddatagovernanceaccountability

SteeringCommittee

DataGovernanceCouncil(DGC)

CRM Reporting ERP

Enterprise

Department– LocalDataGovernance(LDG)

ExampleProjects/Applications

PMO

EnterpriseArchitecture,Architects

ProjectsandPrograms

ExistingStructures

Metadata

1%attheSCEscalation/Resolution

19%attheDGC

80%attheLDG


OPS SERV SALES HR FIN

OPS DG WORKING GROUP

FIN DG WORKING GROUP

SERV DG WORKING GROUP

SALES DG WORKING GROUP

HR DG WORKING

GROUP

Sponsoredby:

Outcome:Aligneddatagovernanceroadmapandactions

pg 21

Sponsoredby:Da

ta

Concep

ts

DataHan

ding

Stan

dards

andProcesses

Oversight

2016 2017

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

BusinessBenefitRealized

Projects

ProcesswithProjects:conceptandinfomapengagementrefined

BORevaluationprocessengaged

DGMetricsintegratedwithprojectprocess(estimated)

ModifySDLCprocessforintegrationwithsolutionplanning

gatesforDGandPMOoversight

DGProgramOperations

ChangeManagementActivities

Refineprocesses/Release1 RefineandRelease2 RefineandRelease3 Releasen

ConceptsandMetadatastandard(InfoMap)

BORprocessstandard

DGMetricsstandard Otherhigh-interesttopics

LaunchDGpracticeswithAlignedLDGRoadmaps

RefineMetrics Metricsprogramimplementation

RefineArchitecturewithDGinvolvementwithprojects

PrivacyandSecurityreview

PotentialDGCorLDGfocus

ImplementRotatingDGCChair

MetricsprogramoperationsAlignLocalDataGovernancetostandardroles,processes,and

roadmaps

Resultsandtakeaways

§ Results− Rolledouttheconceptofaminimumviablestateofgovernancewithineachdivision− Definedasetofcriticaldataconceptswherepreviouslycouldn’tagree− Enabledimproveddatasharingandconsistency

§ Takeaways− Aminimumviablestateisstillprogress− Createaflexible,culturally-tunedoperatingmodeltoensureitisadopted– arefereebodycanbeacceptablevs.acentralizedauthority− Focusonhigh-priorityareastomakeincrementalprogress


Lessonslearned…

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SuccessStory:GovernanceandMDM1

Challenge:takingabusiness-drivenapproachtoMDM

AlignMDMRequirementsto

BusinessRequirements

AssessData AlignDataGovernance


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Solution:Roadmapprioritizationbasedonusecases

Value

EffortHighLow Med

High

Low

Med

1

17

16

15

14

13 12

11

10

9

87

6

54

32

MDMUseCases:

1.UniqueGlobalIdentifier2.3600 View3.CustomerGroupings4.CustomerReferenceDataManagement5.DataQualityatpointofentry6.DataHarmonization7.CentralizedStewardship8.CentralizedOnboardingRepository9.MasterDataEnrichment10. CustomerDocumentationLinkage11. EventBasedDataRemediation12. MasteringPrivacy&Preference13. Security&AccessManagement14. MasteringCustomer/AccountRelationships15. DataQualityDashboards16. Audit&History17. EarlyWarningSystem

Client-centricstrategicinitiatives,suchastheConsumerOnlineeffortandbusinessusecasesthatweredocumentedasanoutcomeoftherequirementsgatheringphase,formedthefoundationforthelayoutandschedulingoftheroadmap.


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Roadmap:IntegratedMDMevolution

EnterpriseMDMwilldeliverincrementalvaluetothebusiness– firstinsupportofIn-FlightProgramssuchasConsumerOnline,andthenexpandingtoincrementallydeliverontheprogramobjectivesandrequirementsacrosstheenterprise.

DeployBuild

Enhance

Pilot

§ Toengageandconfirmthedecisionmakersabletodefinecustomerdataattributesandprocesses

§ Confirmexistingdefinitionsanddecisionsregardingcustomerdata

§ InstallINFAMDMinnon-productionenvironments(NP2/NP3)

§ Developfoundationalcustomermasterdatamodel

§ Onboarddeposits,lending(consumer)&FSCcustomerSORsontoMDM

§ Developfoundationaldataquality&de-duplicationrules

§ DevelopcoreMDMwebservicestosupportconsumeronlinedevelopment

§ Continuousimprovementtomasteringprocesses,assesseffectivenessofrules,measureimprovementsandextendacrossorganization

§ AugmentMDMtoenablecaptureofcustomerprivacy&preference

§ OnboardremainingSORs– FRIM,FX§ DevelopETLforIDLanddeltaforadditionalsources§ Finalizedataquality&de-duplicationrules§ Configurehierarchymanager(HM)tosupportcustomer/accountrelationshipmanagement

§ AugmentMDMtoenablecaptureofexistingHouseholdingrelationships(taxID&mega-household)

§ Refinedatastewardshiptools&capabilities(IDD)§ EnhanceMDMwebservicestodeliverfullCrUDcapabilitiesandconformtoaugmenteddatamodel

§ Developoutbounddatafeedfordownstreamconsumption

§ Executesystemintegrationtesting§ ExecuteUAT§ DeploytoProduction

§ Createfoundationforcentralizedmasterdatacreation

§ Alignbusinessprocessestoconsumemasterdata

§ Managedataqualityatthesource

§ AugmentMDMtocapturebroader&otherflavorsofhouseholdingrelationships

§ AugmentHMtosupporthouseholding

§ Implementbusinessrules&ETLtoderiveandpopulateHouseholdingrelationships

§ LeverageBPMtodevelopdatastewardshipworkflows

§ Augmentstewardshipcapabilities(IDD)

§ CommenceharmonizingmasteredcustomerdatawithSORs

§ DetermineMDMrules,createfoundationalprocessesandidentifyinitialmeasurements

§ Identifyanddefinemasterrelationships§ Expandfoundationaldatamodeltoincludeallcustomerdemographicandrelationattributes

§ Onboardadditionalsources– Lending(Commercial)&FRTC

§ DevelopETLforIDLanddeltaforallonboardedsources

§ Deliverstewardshipcapabilities(IDD)formatchresolution,centralizeddatamaintenance&DQdashboard

§ Enhancedataquality&de-duplicationrules

§ Buildfoundationforrelationshipmanagement

Q1 Q2 Q3 Q4

Use

Cases

117

1615

1413

12 11109 8

7 654

32

249

131316

1516

ChangeManagement,Communication,TrainingandAwareness

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ResultsandtakeawaysEDCI Group

Operational/Execution Group

Data Steward

Data Governance Council (Business Data Owner/Data Governance Lead)

DO - Customer DO - Products DO - Finance

Enterprise Data Architect

Chief Data Officer/Executive Sponsor

Gro

up

/In

div

idu

alIn

div

idu

al R

oles

Op

erat

ing

P

eop

le/

Pro

cess

Data Custodian

Data Users

Illustrative

MDM#Design#Team#

MDM#Opera/ons#Team#

Business#SMEs#

Master#Data#Stewards#

IT#MDM#Opera/ons#Team#

MDM#Architect#

MDM#Delivery#


§ Results− Businessaccountabilityformasterdataalignsexpectationsandoutcomestodeliverbusinessvalue− Prioritizedusecasesbasedonbusinessneedsensuresmasterdatausageandvalue

§ Takeaway− Masteringdataisabusinessprocessandshouldbetreatedassuch Lessons

learned

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SuccessStory:GovernanceandMDM2

Challenge:SupportbusinessgrowththroughMDMandDG

RevenueGrowth• Smallincreaseincross-sell/up-sellsuccessresultsinappreciableincreaseinoverallpremiumvolume

Profitability• Accountviewimprovesdecision-makingandpricingability

ImprovedCustomerExperience• ImproveNetPromoterScoresandcustomerretention

ImprovedCustomerKnowledge• Creationof360o viewofCustomertoaidanalytics

RegulatoryCompliance• Consistentapplicationofdataclassificationstandardsacrossorganization

EmployeeSatisfaction• Enablingemployeestobemoreeffectiveandefficient- increasessatisfaction

pg 29

Sponsoredby:

© 2016 First San Francisco Partners www.firstsanfranciscopartners.com

Solution:IncrementalvaluethroughMDMRoadmap

TacticalOperations

StrategicOperations

OperationalAnalytics

PredictiveAnalytics

Improved

Ca

pabilities

Timepg 30© 2016 First San Francisco Partners www.firstsanfranciscopartners.com

Sponsoredby:

Today Year1 Year2 Year3 Year4 FutureToday

BuildComplete

OperationalizeComplete

PrepareComplete

ApprovalPMOProcess

PreparePrepHub

DataQuality(DQ)DataGovernance(DG)

BuildPersonalLines

FloodCommercial

OutboundIntegrationwithDWImplement&IntegrateCRM

OperationalizeEstablishDQmetrics

DQMgmtforPartyEstablishDGmetrics

DataStewardshipforPartyEstablishMDMMetrics

MonitorMetricsChangeLeadership,Training&Communication

Outcome:Business-aligned,long-termplan


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Resultsandtakeaways

§ Results− Alignmentwithastrategicinitiativeensuredfundingandbusinessinvolvement− Iterativeimplementationensuredthepacereflectedtheavailablefunding− Cleargoalsandexpectationsralliedstakeholders

§ Takeaways− MDMinisolationcreatesachallenge; aligningtoastrategiceffortisagoodapproach− Constraintswillexist,planaccordingly− Followthe5-Stepprocesstoalignadata-drivenculture

§ Visionà Purposeà Pictureà Planà Participation


Lessonslearned…

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Questions


Thankyou!JohnLadley

[email protected]’Neal

[email protected]

NextintheCDOVisionseries:December1,2PMET

2017Predictions