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Batchelder W. Data Governance Handbook. A practical approach...2024
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Textbook in PDF format

Build an actionable, business value driven case for data governance to obtain executive support and implement with excellence
Key Features
Develop a solid foundation in data governance and increase your confidence in data solutions
Align data governance solutions with measurable business results and apply practical knowledge from real-world projects
Learn from a three-time chief data officer who has worked in leading Fortune 500 companies
Purchase of the print or Kindle book includes a free PDF eBook
Book Description
2.5 quintillion bytes! This is the amount of data being generated every single day across the globe. As this number continues to grow, understanding and managing data becomes more complex. Data professionals know that it's their responsibility to navigate this complexity and ensure effective governance, empowering businesses with the right data, at the right time, and with the right controls.
If you are a data professional, this book will equip you with valuable guidance to conquer data governance complexities with ease. Written by a three-time chief data officer in global Fortune 500 companies, the Data Governance Handbook is an exhaustive guide to understanding data governance, its key components, and how to successfully position solutions in a way that translates into tangible business outcomes.
By the end, you'll be able to successfully pitch and gain support for your data governance program, demonstrating tangible outcomes that resonate with key stakeholders.
What you will learn
Comprehend data governance from ideation to delivery and beyond
Position data governance to obtain executive buy-in
Launch a governance program at scale with a measurable impact
Understand real-world use cases to drive swift and effective action
Obtain support for data governance-led digital transformation
Launch your data governance program with confidence
Who this book is for
Chief data officers, data governance leaders, data stewards, and engineers who want to understand the business value of their work, and IT professionals seeking further understanding of data management, will find this book useful. You need a basic understanding of working with data, business needs, and how to meet those needs with data solutions. Prior coding experience or skills in selling data solutions to executives are not required.
Copyright
Dedication
Editorial Reviews
Contributors
Table of Contents
Preface
Designing the Path to Trusted Data
What Is Data Governance?
What you can expect to learn
What’s driving the increasing need for data governance?
What is data governance?
What data governance is not
The objective of data governance – create business value
A brief overview of the data governance components
Policy and standards
Roles and responsibilities
Governance forums
Reporting on governance progress
Related teams and capabilities needed for success
Defining value
Who to meet with
Crafting a powerful why statement
Customizing the message
Data governance as a strategic enabler
The mission of the chief data and analytics office
The mission of the data governance program
Building a business case for your company
When and why to launch a data governance program
Why you should launch now
Why you might want to wait
How to build your delivery timeline
Conclusion
References
How to Build a Coalition of Advocates
Building relationships with impact
Building trust one relationship at a time
Identifying stakeholders
Building a stakeholder map
The case for building trust in data
Landing an executive sponsor
Identifying and assessing sponsors
Building a business case to land a sponsor
A note on translating to business outcomes
Establishing feedback loops
Key roles to support you
How to gain the support of the masses
Conclusion
References
Building a High-Performing Team
Optimizing for outcomes
Common outcomes
Defining core functions
Incorporating product management in organizational design
Three common data organization models
Establishing the office of the CDO
Maturing and empowering through the hub and spoke model
Driving consistency through the centralized model
How to select the right model for your organization
What roles are needed
CDO versus CDAO
Data management roles
Data solutions leader
AI considerations
How to structure the team for results (and why)
Building the rhythm of the business of data
Enterprise data committee
Enterprise data council
Functional roles
Executive data domain leader
Business data steward
Technical data steward
Talent development
Recruiting talent
Growing the pipeline of talent
Upskilling and reskilling
Conclusion
References
Baseline Your Organization
What is a data management maturity model?
Overview of process
Why you should baseline data management maturity
Foundational reasons to baseline
Executing a data management maturity assessment
[#1] Defining the scope
[#2] Identifying stakeholders
[#3] Selecting a data management maturity model
[#4] Execute the assessment and collect data
[#5] Analyzing the data
Alignment and agreement
[#6] Communicate the results
Communicating disaggregated results
Communicating aggregated results
Program baseline
[#7] Develop a plan
[#8] Implement the plan
[#9] Monitor progress
[#10] Reassess your maturity
Measuring success
Conclusion
Defining Success and Aligning on Outcomes
Capabilities versus outcomes
Capabilities
Outcomes
Business outcomes and data capabilities
You need both
What is success?
What is the definition of value?
Defining success
Aligning on outcomes
Step 1 – Aligning on the business outcome
Step 2 – Defining data capabilities
Step 3 – Defining data capability deliverables
Step 4 – Aligning on value measurement
Step 5 – Delivering iteratively
Step 6 – Reporting on progress iteratively
Step 7 – Measuring success in data outcomes
Step 8 – Measuring success in business outcomes
Summary
Barriers to achieving business value
Building value measures into your stakeholder map
Conclusion
Data Governance Capabilities Deep Dive
Metadata Management
Metadata management defined
What is metadata management?
The value of metadata management
Why does metadata matter?
Core metadata capabilities
Metadata standards
Business glossary
Data catalog
Building optimal metadata management capability
What is a data marketplace?
What’s in a data marketplace?
Why does a data marketplace matter?
Measuring outcomes and return on investment
Setting up metadata management for success
Conclusion
References
Technical Metadata and Data Lineage
Technical Metadata
Why does it matter? What matters?
How do you measure the value?
Which metrics should be used to measure maturity?
Who manages it?
What does maturity look like?
How should you use it?
Data Lineage
Why does it matter? What matters?
How do you measure the value?
What metrics should be used to measure maturity?
Who manages it?
What does maturity look like?
How should you use Data Lineage?
Building an optimal Data Lineage capability
Conclusion
Data Quality
Data quality defined
Data Quality Strategy
Data quality enablement
The value of measuring data quality
Core capabilities
Data profiling
Data cleansing
Data validation and standardization
Data enrichment
Feedback loops, exception handling, and issue remediation
Building an optimal data quality capability
Certified data
Transparency
Setting up data quality for success
The real-time request
Integrations with other systems
Conclusion
Data Architecture
Data architecture defined
Simple wins
The value of data architecture
Why data architecture is often overlooked
Measures of success
Core capabilities
Establishing a data architecture program
As-is and to-be modeling
Building an optimal data architecture capability
Establishing design principles
Developing architectural standards
Tight integration with business architecture and IT architecture
Building data architecture into the systems development life-cycle process
Setting up data architecture for success
Conclusion
Primary Data Management
Defining Primary Data Management
Reference Data
Primary Data versus Reference Data
Types of Primary Data
Customer
Product
Vendor [or Supplier]
Contact
Building an Optimal Primary Data Management Capability: Core Capabilities for Success
De-duping or Deduplication
Common Definitions
Golden Source Attribution
Hierarchies
Trust Logic
Integration
Quality Third-Party Enrichment
Consumption Model
CRM vs. PDM
What is CRM?
Key Differences
The Value of Primary Data Management
Building the Business Case
A Note on Scope of Program
Capability Statements
Conceptual Architecture
Directional Objectives & Specific Measures of Success
Business Benefits of PDM
Conclusion
References
Data Operations
Defining data operations
Data operations versus IT operations
IT and data operations partnerships
Data operations capabilities
The value of data operations
The unsung hero of data governance
Making data operations more visible
Building an optimal data operations capability and setting up for success
Conclusion
Building Trust through Value-Based Delivery
Launch Powerfully
Assessing readiness for launch
Performing the assessment
Common baseline
Simple and strong core messaging
Crafting a compelling vision
As Is versus To Be (aka current versus future state)
Getting crisp with your messaging
Writing a narrative memo
Design based on outcomes
Creating a repeatable process
Designing feedback loops
Setting and meeting expectations in the program launch
Conclusion
Delivering Quick Wins with Impact
Finding quick wins
Identifying areas of need
Rationalizing the list
Prioritizing the list
Short-term versus long-term wins
Organizational readiness considerations
Investment/funding models
Follow through
Communicate effectively for support
Why policies, standards, and procedures can generate buzz
Data ownership
Applying a product mindset to data capabilities
Product management for data
Products versus non-product solutions
Building momentum through a continuous delivery model
Continuous delivery model
Follow through
Conclusion
Further reading
Data Automation for Impact and More Powerful Results
What is automation?
What is data automation?
Types of data automation
Advanced data automation capabilities
Benefits of data automation
Measuring the benefits
How to determine which type of automation to use
Step 1 – Identify your goals
Step 2 – Identify the existing process and pain points
Step 3 – Agree on the problem statement(s)
Step 4 – Align on the approach and ROI calculation
Step 5 – Execute
Step 6 – Measure and report
Third-party enrichment
Data solution examples powered by data automation
Customer domain
Operations domain
Conclusion
Adoption That Drives Business Success
Why adoption matters – getting started
Start with the why
Adjust the solution (if needed) and make it easy to use
Don’t forget about culture
Address barriers to adoption
Low adoption is costly
Quantitative costs of low adoption
Qualitative costs of low adoption
Why does adoption fail?
The solution is the problem
Your company is the problem
You are the problem
How to succeed at driving exceptional adoption
Recovering from failed launches
Uncover the root problem
Collaboration (almost always) wins
Post-deployment
Adoption roadmap
Monitoring activities
Baking adoption into SDLC practices
Conclusion
Delivering Trusted Results with Outcomes That Matter
How to message stakeholders
Focus on value and impact
Speak their language
Address concerns and build trust
Use clear and compelling communication
How to communicate unexpected results and variances from commitments
Offer clarity and context
Focus on solutions and next steps
Maintain transparency and open communication
How to deliver results to build trust
Prioritize collaboration and communication
Demonstrate expertise and competence
Foster a culture of openness and accountability
Capability review
Data governance
Metadata (business and technical)
Data quality
Data architecture
Data operations
Conclusion
Case Study
Case Study – Financial Institution
Scenario - highly regulated entity – banking institution
Identifying quick wins
Initial discovery
Key themes
Quick wins
Messaging long-term solutions to the executive team
Messaging to the regulators
How to design for iterative delivery with impact
Results
Conclusion
Index
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