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 Other Books You May Enjoy