Conference Workshops - 15 May 2017

08:30-09:30   Registration
09:30-17:15 Full Day
MDM & RDM "Quick Start" Workshop
Aaron Zornes, Chief Research Officer, The MDM Institute
09:30-1715 Full Day
MDM - a Best Practice Guide to Design and Implementation
Mike Ferguson, Intelligent Business Strategies
09:30-12:45 Morning
Practical Data Governance
Garry Manser, Head of Data Governance, Visa 
09:30-12:45 Morning
Making Enterprise Data Quality a Reality
Nigel Turner, Principal Information Management Consultant EMEA, Global Data Strategy
09:30-12:45 Morning
Data Governance Interactive Surgery – Exploring the Challenges in Developing & Deploying DG
Ian Wallis, Head of Data, Analytics & Insight, Defence Infrastructure Organisation (DIO)    
Godfrey Morgan, Head of Data Management, Defence Infrastructure Organisation (DIO)    
09:30-12:45 Morning
Learn How Graph Database Can Empower MDM Solutions via Exploration of Specific Case Studies
Lars Nordwall, COO, Neo Technology 
09:30-12:45 Morning
It is All in the Petri Dish
Neil Storkey, Director, InfoMana Ltd 
14:00-17:15 Afternoon
The Quality in Master Data Quality
Gerard Bartley, Director Global Master Data, FrieslandCampina  
Dana Julinschi, Master Data Governance & Projects Manager, FrieslandCampina  
14:00-17:15 Afternoon
Building Professional Competencies for Information Management Practitioners
Chris Bradley, Information Strategist, Data Management Advisors Ltd
14:00-17:15 Afternoon
Creating a Data Governance Framework that Promotes Innovation and the Creative Use of Data
Peter Jackson, Head of Data, The Pensions Regulator
14:00-17:15 Afternoon
Successful Reference Data Governance and Management
Malcolm Chisholm, Chief Innovation Officer, First San Francisco Partners
14:00-17:15 Afternoon
Graph-Based Cloud MDM – Business Drivers & Technology Best Practice
Martin Oberhofer, Executive Architect, IBM
Lena Woolf, Senior Technical Staff Member (STSM), IBM
11:00-11:15 Tea/Coffee Break, 12:45-14:00 Lunch, 15:30-15:45 Tea/Coffee Break

09:30-17:15 - Full Day Workshop
MDM & RDM "Quick Start" Workshop

Aaron Zornes Aaron Zornes
Chief Research Officer
The MDM Institute

Here's an excellent opportunity to improve your success as an enterprise/data/solutions architect or other IT professional embarking upon your first MDM or Data Governance initiative.  During this fast-paced workshop, you'll learn first-hand the best practice insights every IT professional must know to fast-track success and minimize risk. This is your pre-conference opportunity to meet with the “Godfather of MDM” to ask the questions and set your own personalized agenda to maximize your conference experience.

The speaker’s reputation for cutting through the hype to deliver a no-nonsense view of what you need to know will provide insights into proven approaches to delivering business value along with the insiders’ view of strategic implications of these fast-evolving technologies.

Combining presentations and case studies, this power session's proven agenda is practical, personal and uniquely tailored on-site to the needs of the participants.  The speakers will share real world insights from surveys and discussions with over 1,500 MDM programs to provide guidance concerning:

  • Initiating a successful MDM, RDM and/or MDG program
  • Convincing the business to take a leadership role with the goal to deliver measurable ROI
  • Choosing the right MDM, RDM and/or MDG solutions despite a rapidly churning market -- multi-domain MDM, reference data management, hierarchy management, identity resolution, big data, social MDM, semantic databases and more     

09:30-17:15 - Full Day Workshop
MDM - a Best Practice Guide to Design and Implementation

Mike Ferguson Mike Ferguson
Intelligent Business Strategies

This workshop focusses on the end-to-end implementation of master data management and tries to address the hardest problems that arise in an MDM project. It looks at the broader picture of information governance, data quality and metadata management before applying these to an MDM project. It also addresses design issues such as inbound integration of master data to consolidate master data when it is scattered across many different data sources, and the outbound synchronisation of it to supply both operational and analytical systems. It also looks at master data virtualisation when you have a hybrid state of some master data consolidates and some not.  In particular it looks at what needs to be considered when dealing with data integration and data synchronisation to achieve best practice in design and implementation. The session covers the following:

  • An introduction to data governance
  • Introducing a shared business vocabulary
  • Metadata management
  • Enterprise data quality and data integration
  • The main approaches to implementing MDM
  • What kind of MDM system are you building? - a System of Record, Centralised Master Data Entry System or both?
  • Understanding master data maintenance in your enterprise
  • Best practices in designing master data consolidation
    • Data capture techniques
    • The benefits of standardising inbound data to a an MDM system
    • Should history be kept in an MDM system?
    • Approaches to cleansing, and matching
    • Consolidation vs. virtualising master data to create an MDM system
    • Enriching master data using Big Data Analytics
    • Matching at scale - leveraging Hadoop and HBase for scalable master data matching
  • Best practices in designing outbound master data synchronisation
    • Integrating an MDM system with an enterprise service bus for outbound synchronisation of operational systems
    • Schema and integrity synchronisation problems that can occur and what to do about them
    • Conflict resolution on outbound synchronisation
    • Design considerations when integrating MDM with ETL tools for synchronising data warehouses and data marts
  • The emergence of Blockchain for master data maintenance
  • Accelerating master data queries using graph query processing and graph analytics
  • Maximising the use of data virtualisation in MDM
  • The implications of switching to centralised master data entry
  • The change management program imposed by centralised master data entry

9:30-12:45 - Morning Half Day Workshop
Practical Data Governance

Garry Manse Garry Manser
Head of Data Governance

This workshop provides a practical guide to implementing Data Governance in an organisation, regardless of size. It is based on experiences across multiple organisations and will cover all aspects of Data Governance, from policies and guidelines, through ownership and stewardship, implementing data quality standards and aligning to both company strategies and regulation. The session will consider how to implement, what is the driving force behind the requirement for Data Governance and how to bring others along in the journey, including recognising those people in your organisation that can support you. The workshop will cover:

  • Why is Data Governance important for your organisation
  • Where to start
  • How to get Senior sponsorship at the beginning
  • What policies are needed
  • Defining Data Quality rules
  • Communicating Success

9:30-12:45 - Morning Half Day Workshop
Making Enterprise Data Quality a Reality

Nigel Turner Nigel Turner
Principal Information Management Consultant EMEA
Global Data Strategy

Many organisations are recognising that tackling data quality (DQ) problems requires more than a series of tactical, one off improvement projects. By their nature many DQ problems extend across and often beyond an organisation.  So the only way to address them is through an enterprise wide programme of data governance and DQ improvement activities embracing people, process and technology. This requires very different skills and approaches from those needed on many traditional DQ projects.

If you attend this workshop you will leave more ready and able to make the case for and deliver enterprise wide data governance & DQ across your organisation. This highly interactive workshop will also give you the opportunity to tackle the problems of a fictional (but highly realistic) company who are experiencing end to end data quality & data governance challenges. This will enable you to practise some of the key techniques in a safe, fun environment before trying them out for real in your own organisations.

Run by Nigel Turner of Global Data Strategy, the workshop will draw on his extensive personal knowledge of initiating & implementing successful enterprise DQ and data governance in major organisations, including British Telecommunications and several other major companies.  The approaches outlined in this session really do work.

The workshop will cover:

  • What differentiates enterprise DQ from traditional project based DQ approaches
  • How to take the first steps in enterprise DQ
  • Applying a practical Data Governance Framework
  • Making the case for investment in DQ and data governance
  • How to deliver the benefits – people, process & technology
  • Real life case studies – key do’s and don’ts
  • Practice case study – getting enterprise DQ off the ground in a hotel chain
  • Key lessons learned and maxims for success

09:30-12:45 - Morning Half Day Workshop
Data Governance Interactive Surgery – Exploring the Challenges in Developing & Deploying DG

Ian Wallis Ian Wallis
Head of Data, Analytics & Insight
Defence Infrastructure Organisation (DIO) 
  Godfrey Morgan Godfrey Morgan
Head of Data Management
Defence Infrastructure Organisation (DIO) 

The workshop will take an interactive approach to explore the challenges in developing a data governance strategy and deploying it in a range of organisations. Using the approach taken within DIO as an introduction to the workshop, the speakers will facilitate an interactive session as to what delegates have experienced and the challenges they have found. It will seek to utilise a number of tools and approaches to help delegates explore how to overcome some of these challenges and to consider alternative approaches or techniques to invigorate their data governance programmes.

Attendees will learn:

  • Wide range of shared experiences and approaches to identify good practice, including techniques and approaches that can be adopted
  • Collective effort to seek to address challenges faced by delegates, utilising wider experience and knowledge to help overcome these challenges
  • An understanding of the approach taken by the speakers to drive data governance within DIO

09:30-12:45 - Morning Half Day Workshop
Learn How Graph Database Can Empower MDM Solutions via Exploration of Specific Case Studies

Lars Nordwall Lars Nordwall
Neo Technology  

“Your Master Data Is a Graph”.  Whether it’s the organization master or a product master involving complex hierarchies and relationships, Master Data invariably takes the form of a graph or network, and is best modeled, stored and queried using a native graph technology.  Whether you are using a packaged MDM solution or a building a custom MDM solution, a Graph Database can help you get a higher ROI by reducing complexity, increasing agility and improving the speed and efficiency of your Master Data initiative.

Join this session to learn how a Graph Database fits into your MDM solution and how market-leading organizations like Pitney Bowes, Cisco and UBS are gaining significant competitive advantage by adopting different MDM implementation styles to incorporate graph technology into their solution portfolio.  Topics to be discussed include:

  • Understanding how a graph database complements MDM – from personalized product & service recommendations to websites adding social capabilities
  • Identifying the benefits of different MDM implementation styles – ranging from using Graph Database as the primary repository for your Master Data to using a Graph Database to build a metadata registry
  • Learning from industry-proven best practices in adopting Graph Databases

09:30-12:45 - Morning Half Day Workshop
It is All in the Petri Dish

Neil Storkey Neil Storkey
InfoMana Ltd 

The trend in the data world has seen the emergence of ‘information as an asset’, ‘data centricity’ or ‘data driven’ corporate statements.  In the majority of companies these are loosely worded statements where the policy makers have little or no idea turning this into a reality within their organisation.  As a result we are now seeing the emergence and need to address ‘corporate culture’. Which is great for us and actually is a quantum leap forward in our world of data professionals.

So how do we translate that desire to be more data driven into a reality where people within an organisation are more data savvy?  Is there a right answer and a single approach, probably not. Just like the Petri dish, there is no guarantee how the culture will develop.

The aim of this workshop is to be highly interactive where together we will explore:

  • What is corporate culture
  • How do you shape a ‘data driven’ culture
  • What is the environment for success
  • Why establishing a ‘citizen steward’ approach is essential
  • What you need in your toolbox

14:00-17:15 - Afternoon Half Day Workshop
The Quality in Master Data Quality

Gerard Bartley Gerard Bartley
Director Global Master Data
  Dana Julinschi Dana Julinschi
Master Data Governance & Projects Manager

The end goal of Gerard and Dana’s MDM endeavours is to ensure the quality of their master data is suitable to support the business processes and reporting needs, at the lowest possible cost. The aim of the workshop is to present a practical approach towards embedding data quality in the day to day life of a master data organisation.

Two years into building their data governance community and supporting quality processes, they are at a point in which they can share the practicalities regarding the steps they have taken to do that, the challenges faced along the way, what they did well and what they would have done differently.

Delegates will be able to take away advice on:

  • How to bring data quality as a sellable message in their organisations
  • How to make best use of all available resources (people and technical) to improve the quality of master data
  • Real life examples of data quality activities, to deliver results
  • How to ensure that their efforts are sustainable

14:00-17:15 - Afternoon Half Day Workshop
Building Professional Competencies for Information Management Practitioners

Chris Bradley Chris Bradley
Information Strategist
Data Management Advisors Ltd

Considering a career in Information Management?
Already well established in the field?
Want to build an information management practice in your organisation?

It’s not only the “Information Management” skills that are essential.  This workshop will address the key issues of:

  • What key capabilities are necessary (and desirable) for IM professionals
  • What behaviours and attitudes should be exhibited
  • What are the roles necessary in a successful Information Management practice
  • What are the skills and skill levels required to fulfil those roles
  • What are the core services necessary to permeate an Information Management practice & how should these mature, and
  • Does certification help?

Taught by DAMA Award winner, DAMA Fellow, & President of DAMA UK this workshop is based upon real practical experience gained over 35 years in assisting Global organisations big & small & will help individuals & organisations plan their Information Management development.

14:00-17:15 - Afternoon Half Day Workshop
Creating a Data Governance Framework that Promotes Innovation and the Creative Use of Data

Peter Jackson Peter Jackson
Head of Data
The Pensions Regulator

Data governance cannot afford to become a straight-jacket for any organisation.  Sensible risk-mitigation has to be accompanied by managed flexibility that still allows the organisation to act in a nimble and agile fashion, to innovate as today's operating requirements become more and more demanding especially with the introduction of GDPR.

  • Creating the right structures and processes for governance and innovation
  • Managing data governance and IT
  • The role of meta data
  • Relationship with SIRO / DPO

14:00-17:15 - Afternoon Half Day Workshop
Successful Reference Data Governance and Management

Malcolm Chisholm Malcolm Chisholm
Chief Innovation Officer
First San Francisco Partners

Reference data – often simply known as codes, lookups, or domains – is an area of enterprise data management that is becoming increasingly important.   However, many enterprises have difficulty formulating governance programmes and management practices for reference data.  This workshop explains the overall structure needed for both reference data governance and reference data management.  The very different roles need to manage external reference data (sourced from outside the enterprise) and internal reference data (produced wholly within the enterprise) are described.  The options for environments for producing and distributing reference data are compared and contrasted.  The significant role of semantics in reference data is also examined in detail, together with practical ways in which knowledge of reference data can be successfully managed.  Additionally, the special aspects of quality in reference data are described. Attendees will learn:

  • What reference data is, how it differs from other classes of data in its governance and management needs
  • The structures needed for successful reference data governance management
  • How the semantic needs of reference data can be addressed
  • How to deal with data quality in reference data content

14:00-17:15 - Afternoon Half Day Workshop
Graph-Based Cloud MDM – Business Drivers & Technology Best Practice

Martin Oberhofer Martin Oberhofer
Executive Architect
  Lena Woolf Lena Woolf
Senior Technical Staff Member (STSM)

A key aspect of cloud-based software as a service (SaaS) solutions is the demand for being self-service for business users. In this workshop we explore the drivers we have seen for Cloud MDM with a focus on the self-service use cases for business users. For example, a very basic use case is to understand how many leads in a purchased lead list are not yet known customers in the MDM system using matching algorithms without any IT involvement. Another use case is the ability to explore entity relationships within master data entities and across master data and transactional data entities at a much broader and deeper scale. To address this need graph databases and graph visualization techniques are added to the cloud MDM solution stack. As MDM moves to cloud – we explain why we believe graph databases offer advantages for the more demanding entity relationship use cases over the relational / columnar persistency options used in on-prem solutions today. We conclude the session with a very short summary on IBM’s MDM cloud offering to illustrate a concrete solution for the previously discussed business and architecture drivers for cloud MDM.  You will learn about:

  • Use cases for cloud MDM with a focus on the business users with self-service needs
  • Quick intro to graph databases
  • Benefits of graph databases addressing the next gen entity relationship management use cases for MDM