Tutorials - 23 April 2012

08:30-09:30   Registration
09:30-17:00 Full-Day
MDM Quick Start
Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
09:30-17:00 Full-Day
Master Data Management - A Best Practice Guide to Design and Implementation
Mike Ferguson, Managing Director,  Intelligent Business Strategies
09:30-17:00 Full-Day
Making Enterprise Data Quality a Reality
Nigel Turner, Vice President of Information Management Strategy, Trillium Software
09:30-17:00 Full-Day
Recharging Data Governance: What to Concentrate on for Sustainment
Peter Aiken, Founder, Data Blueprint
Micheline Casey, Principal, CDO, LLC
09:30-12:45 Morning
Information Governance Fundamentals
Jan Henderyckx, Managing Partner, Envizion
09:30-12:45 Morning
Data Governance and Information Governance: What's the Difference and Who Needs Which?
Christopher Saunders, Data Governance Leader, Europe (Business Analytics and Optimisation), IBM
Tony Hodgson, Executive Architect, IBM
09:30-12:45 Morning
Choosing Your Data Governance Strategies: From All-You-Can-Eat Buffet to Haute Cuisine
Pablo Riboldi, Solution Manager Information Governance & Quality, LDS Church
13:45-17:00 Afternoon
Defining and Executing an Information Strategy
Jan Henderyckx, Managing Partner, Envizion
13:45-17:00 Afternoon
Selling Information Governance to the Business: Best Practices
Sunil Soares, Director - Information Governance, IBM
13:45-17:00 Afternoon
Building a Data Stewardship Practice from Soup to Nuts (especially the nuts)
David Plotkin, Advisory Consultant, EMC2

MDM Quick Start

Aaron Zornes Aaron Zornes
Founder & 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 MDG initiative.  During this fast-paced tutorial, you'll learn firsthand the best practices 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, moderated discussions, and case studies, this power session's proven agenda is practical, personal, and uniquely tailored to the needs of the participants. The MDM Institute's chief research officer will share real world insights from surveys and discussions with over 1,500 MDM programs to provide guidance concerning:

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

Master Data Management - A Best Practice Guide to Design and Implementation

Mike Ferguson Mike Ferguson
Managing Director
Intelligent Business Strategies

This tutorial focusses looks at 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 address 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 synchronization of it to supply both operational and analytical systems. It also looks at master data  virtualization 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 synchronization 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 standardizing inbound data to a an MDM system
    • Should history be kept in a MDM system?
    • Approaches to cleansing, and matching
    • Consolidation Vs virtualizing master data to create an MDM system
  • Best practices in designing outbound master data synchronization
    • Integrating an MDM system with an enterprise service bus for outbound synchronization of operational systems
    • Schema and integrity synchronisation problems that can occur and what to do about them
    • Conflict resolution on outbound synchronization
    • Design considerations when integrating MDM with ETL tools for synchronizing data warehouses and data marts
  • Maximising the use of data virtualization in MDM
  • The implications of switching to centralized master data entry
  • The change management program imposed by centralized master data entry

Making Enterprise Data Quality a Reality

Nigel Turner Nigel Turner
Vice President of Information Management Strategy
Trillium Software

Most organisations are recognising that tacking 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 enterprise so the only way to tackle them is via an enterprise wide programme of data governance activities embracing people, process and technology. This requires very different skills and methods from that needed on a traditional DQ project.

If you attend this tutorial you will leave more ready and able to deliver enterprise wide data governance across your organisation. This highly interactive workshop will also give you the opportunity to tackle the problems of a fictional (but realistic) company who are experiencing end to end data quality 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 Trillium Software, it will draw on his experience of initiating and running BT’s Enterprise Wide Data Quality Improvement programme, and of enterprise DQ consultancy undertaken in other large commercial and government organisations. BT’s ten year DQ improvement programme delivered benefits of over £600 million, winning praise from Gartner, Forrester and other industry analysts, so the approach outlined in this session really does work. Part of the day will include a case study of BT’s programme. The tutorial will cover:

  • What differentiates enterprise DG from traditional project based DQ approaches
  • How to take the first steps in enterprise DG
  • Making the case for investment
  • How to deliver the benefits – people, process & technology
  • Real life case study – how BT reaped the rewards
  • Practice case study – getting enterprise DG off the ground in a hotel chain
  • Key lessons learned and maxims for success

Recharging Data Governance: What to Concentrate on for Sustainment

Peter Aiken Peter Aiken
Data Blueprint
  Micheline Casey Micheline Casey

Sustaining data governance is often harder than starting it.   This tutorial focuses on nine things you as data governance professionals can do to keep your governance initiative healthy and effective.  They are: 

  • Get better at architecture
  • Revise your DG framework in light of experience
  • Redefine DG as it is now practiced in your organization
  • Map your progress to the hype cycle
  • Monetize your data governance
  • Better understand your organizational data landscape
  • Illustrate how DG helps your organization to leverage the information economy/deluge
  • Communicate communicate communicate communicate communicate communicate communicate
  • Rethink the CIO role

Information Governance Fundamentals

Jan Henderyckx Jan Henderyckx
Managing Partner

“If management is about running the business,  governance is about seeing that it is run properly.(Robert I. Tricker (1933 - )”

In the Information Age, it will be the organizations with the best data, and who know how to turn it into useful information, who will be most successful. Those organizations overloaded with low-quality and inconsistent data which cannot be transformed into actionable information will be at a disadvantage.

There are many definitions of information governance and the related roles and responsibilities in the market, we are even using data and information governance interchangeably. In this tutorial Jan will introduce the process of governance and go into more details on the establishing of policies, rules, cross-functional organization and responsibilities to manage the enterprise information asset.

This session will cover:

  • Defining the information governance mission and vision
  • Setting the landscape
    • What roles are required to effectively manage your information and data?
    • Typical activities and responsibilities
  • Scoping the role of the governance organization
    • Managing business semantics
    • Improving quality
    • Improving the IT portfolio
  • Critical success factors and threats
    • Business or IT?
    • Failing business alignment
  • Moving from the departmental to the enterprise level
  • Selling Governance to IT and the business
  • Making your organization Information aware or even information centric

Data Governance and Information Governance: What's the Difference and Who Needs Which?

Christopher Saunders Christopher Saunders
Data Governance Leader, Europe (Business Analytics and Optimisation)
Tony Hodgson Tony Hodgson
Executive Architect

We used to talk purely about Data Governance. Now the term 'Information Governance' has crept in to the growing list of specialist terms - but is it just anotrher name for the same thing?

Chris and Tony will show that, although the two terms are often confused, they are quite different. In an interactive session we will cover:

  • The fundamentals of Data Governance
  • Why  Information Governance is a wider topic altogether
  • How the two fit together
  • The additional benefits of Information Governance
  • How to decide which an organisation should aim for - or whether to start with Data and progress to Information

Choosing Your Data Governance Strategies: From All-You-Can-Eat Buffet to Haute Cuisine

Pablo Riboldi Pablo Riboldi
Solution Manager Information Governance & Quality
LDS Church

Every DG Program I’ve encountered is different. It seems that DG strategies are as numerous and varied as the plates served at a cruise’s 24-hour buffet. However, the strategies for a particular DG program are probably more like the menu at fast-food corner stand. Nothing wrong with that, because you need to focus your resources on the most valuable strategies for your organization, choosing the best strategies for your DG Program is critical. But, how do you choose? What do you choose?

In this tutorial, we will survey the available menu of DG Strategies and you will learn:

  • How to choose DG strategies.
  • What are the drivers in your organization?
  • How do these drivers affect the strategy choice?
  • How to show the strategies’ value to the organization.
  • What DG strategies best fit your program.

This session will help you present the strategies for your own DG Program as a finely crafted menu for best taste of your organization.

Defining and Executing an Information Strategy

Jan Henderyckx Jan Henderyckx
Managing Partner

There is no doubt that information is a fundamental corporate asset and that the business needs to take the lead and recognize the value of information.

The amount of available information is in most cases overwelming and the achieved level of accuracy and trust not consistent with the required levels to truly reach the full potential of the information. Information Strategy is therefore a very important aspect of running your business properly and more in particular of every Master Data Management and Information Governance initiative.

Your Information Management and Information Strategy should be

  • driven by the business value of your information and the business risk of poor information
  • based on Information Governance, Enterprise Information Architecture and the Enterprise Information Platform
  • primarily driven by the business with IT being responsible for the information delivery

This session will cover:

  • Establishing your Information Strategy
  • Defining your Information Management Methodology
  • Techniques for proper Information Definition
  • Implementing Information Governance
  • Patterns for Data Architecture, managing the number of systems of entry and systems of record
  • Linking the data architecture to the Enterprise Architecture
  • Linking the data architecture to the design and implementation
  • Information Enablement, establishing the information capabilities
  • Master Data Management
  • Implementing an 'Information centric'-organisation
  • Challenges for the implementation of an 'information governance'-program

Jan is a highly rated independent consultant and speaker active in the Information Management field since 1986. He has witnessed the inner workings of many different companies in a broad range of industries.

Selling Information Governance to the Business: Best Practices

Sunil Soares Sunil Soares
Director - Information Governance

One of the major challenges with any information governance program is explaining the value to the business. Most information governance programs deal with certain themes that are common across every enterprise including poor data quality, inconsistent business terms, fragmented data, high storage costs, regulatory compliance, and security and privacy issues. However, these themes present themselves differently across different industries and job functions. For example, poor data quality manifests itself in the form of duplicate customer records in a bank, which affects the ability of the credit risk group to establish the overall exposure to an individual customer across product lines. In retail, poor data quality results in duplicate mailings of multiple catalogs by the marketing department to the same household. The conversation quickly proceeds along the following lines: “I get the value of information governance. However, it is very hard for me to convince the business about the value of an information governance program. What best practices do you have to help me do this?”

This tutorial will discuss best practices to sell the value of information governance by industry (banking, insurance, life sciences, oil and gas, manufacturing) and by job function (risk management, marketing, finance, product management, legal and compliance, operations).

Building a Data Stewardship Practice from Soup to Nuts (especially the nuts)

David Plotkin David Plotkin
Advisory Consultant

More and more companies are coming to terms with the fact that they need to have a data stewardship function in order to be effective in collecting metadata (including definitions, derivations, and data quality rules), MDM, and data quality. A lot has been said and spoken about why stewardship is important, but HOW do you do it and be effective with limited resources (in the “real world”)? And what part does stewardship play in Data Governance? This presentation answers these questions and details how to set up a data stewardship function, how to run it, the details of managing the stewardship committee, recruiting help from IT for technical stewards, what the duties of the data stewards are, and what decisions they have to make.  In addition, it covers how to staff projects for stewardship and funnel the information from projects back into the overall stewardship process. You will learn:

  • The relationship between governance and stewardship
  • How to build a governance and stewardship organization
  • How to recruit stewards
  • What the steward’s responsibilities are
  • What the stewardship process looks like
  • How to break up responsibilities by functional area
  • Resources you can use to minimize endless meetings
  • What the decision process is
  • The use of stewards for projects
  • What and how to document decisions