Data Governance has become an industry buzzword, but it means different things to different people. The definition of Data Governance is similar to the tale of the blind men and the elephant. Depending on their background and business situation, practitioners tend to equate Data Governance with one or more of metadata, business glossaries, Master Data Governance, Analytics Governance, Security and Privacy, and Information Lifecycle Governance. All these definitions are correct but they are incomplete. Data Governance is the discipline of treating data as an enterprise asset. It involves the exercise of decision rights to optimize, secure, and leverage data as an enterprise asset.
Several Data Governance initiatives start and stop with a maturity assessment. So you've discovered that you are relatively immature; now what do you do next? What are the steps to implement a Data Governance program? This book describes a unified process targeted at Data Governance practitioners. It provides a rigorous explanation of the 14 steps and almost 100 sub-steps to implement Data Governance based on IBM products, services, and best practices over hundreds of client engagements.
Any practitioner who has implemented, or is looking to implement, a Data Governance program within their organization should read this book. It includes examples from different industries, job functions, and geographies. And regardless of the maturity level of Data Governance within your organization, there is something in here for you.
Sunil Soares — Sunil Soares is the founder and managing partner of Information Asset, LLC, a consulting firm that specializes in data governance. Prior to this role, Sunil was director of information governance at IBM, where he worked with clients across six continents and multiple industries. Before joining IBM, Sunil consulted with major financial institutions at the Financial Services Strategy Consulting Practice of Booz Allen & Hamilton in New York. Sunil lives in New Jersey and holds an MBA in Finance and Marketing from the University of Chicago Booth School of Business.
The Chief Data Officer Handbook for Data Gocernance is Sunil's fifth book about data governance. His first book, The IBM Data Governance Unified Process, details the almost 100 steps to implement a data governance program. This book has been used by several organizations as the blueprint for their data governance programs and has been translated into Chinese. Sunil's second book, Selling Information Governance to the Business, reviews the best practices to approach information governance by industry and function. Sunil's third book, IBM InfoSphere: A Platform for Big Data Governance and Process Data Governance, focuses on IBM's InfoSphere product. Sunil's fourth book, Big Data Governance, addresses the specific issues associated with the governance of big data.
Foreword by Arvind Krishna
Foreword by Michael Schroeck
Introduction by Steve Adler
Chapter 1 – Introduction to Data Governance
Chapter 2 – The IBM Data Governance Unified Process
Chapter 3 – Step 1: Define the Business Problem
Chapter 4 – Step 2: Obtain Executive Sponsorship
Chapter 5 – Step 3: Conduct the Maturity Assessment
Chapter 6 – Step 4: Build a Roadmap
Chapter 7 – Step 5: Establish the Organizational Blueprint
Chapter 8 – Step 6: Build a Data Dictionary
Chapter 9 – Step 7: Understand the Data
Chapter 10 – Step 8: Create a Metadata Repository
Chapter 11 – Step 9: Define Metrics
Chapter 12 – Step 10.1: Appoint Data Stewards
Chapter 13 – Step 10.2: Manage Data Quality
Chapter 14 – Step 10.3: Implement Master Data Management
Chapter 15 – Step 11: Govern Analytics
Chapter 16 – Step 12: Manage Security and Privacy
Chapter 17 – Step 13: Govern Lifecycle of Information
Chapter 18 – Step 14: Measure Results
Appendix A – Steps and Sub-Steps Within the IBM Data Governance Unified Process
Appendix B – Sample Data Governance Charter (for a Manufacturing Company)
Appendix C – Sample Job Description (for a Data Governance Officer)
Appendix D – Sample Data Governance Maturity Assessment Questionnaire
Appendix E – Sample Data Governance Declarations
"Data Governance is vital to the success of Master Data Management (MDM)
projects—both initially and on an ongoing basis. During 2010 and 2011, Global
5000-size enterprises will increasingly mandate that 'no MDM program be
funded without the prerequisite Data Governance framework.'
" 'Go Governance, Go Early' is the rallying cry of savvy enterprise and
solution architects, who are chartered with setting the scope and direction of their enterprise's data integration programs. Understanding the scope, diversity, and integration challenges is tremendously challenging. Nonetheless, business and IT leadership chartered with defining and executing MDM programs needs help to understand and navigate the numerous Data Governance options. Solutions architects, directors of Data Governance, MDM program managers—all are encouraged to get a fast track to 'Go Governance, Go Early' by reading and applying these excellent best practices, accelerators, and models gleaned by Sunil Soares in this much-needed introduction to enterprise-strength Data Governance."
— Aaron Zornes Chief Research Officer, The MDM Institute Conference Chairman, The “MDM and Data Governance Summit” Global Conferences Series
"Air Products is 18 months into implementing a major Data Governance program. It is a difficult, but very exciting and fulfilling, journey. There are a large number of steps involved in order to make it a success, most of which are new and unfamiliar. There is plenty of advice out there from data management groups and vendors; however, there are many ways of tackling each problem, and the program must be tailored to each company's needs and situation. The IBM Data Governance Unified Process, as detailed by Sunil Soares, is an order of magnitude more comprehensive than anything we have seen to date. It is very clear that the author has been informed by a vast amount of practical experience across many types of companies and brings a refreshing, down-to-earth approach to this discipline. Although one purpose of the book is to recommend technology approaches, its great merit is that it recognizes that the core issues to be tackled first are fundamentally not about technology but about people and process. The book lays out these issues in a vendor-neutral way."
— Tony Harris Enterprise Data, Architect Air Products
"Data Governance is a critical process but is rarely recognized as such until the crisis arrives—reports don't cross-foot; executives disagree on the status of key measures; security breaches and compliance exposures surface to the worst people at the worst moments; and the costs of multiple, conflicting copies of information spiral out of control. Wouldn't it be wonderful if we could believe that organizations can tackle the problems Data Governance can prevent, before the dashboards all go red?
"Sunil Soares believes they can. In this excellent discussion, he walks the
reader through the strategy, the process, and the tools of the trade to do so. Naturally, the examples are IBM tools, and that's not an accident. But this is not a sales pitch; it's a guide to successfully solving a potentially devastating problem. Read it, and reap."
— Merv Adrian IT Market Strategy
"The business world is a dynamic and challenging landscape. Business leaders are constantly challenged to adapt and apply their expertise and experience to fluctuating market conditions, in order to sustain business success.The turn of the millennium has seen the onset of the Information Age, marked by the strategic role of information and data in driving business operations, enabling strategic decision-making, and empowering organizations to leverage data to achieve a competitive edge in the market. Individuals, communities, businesses governments, and social organizations are most certainly influenced and impacted by the Information Age. Most business success stories hinge on the creative and strategic leveraging of data living in the enterprise. In the Information Age, data is a strategic corporate asset, and must be managed as such.
"The principles of Data Governance outline how to achieve that management
discipline, ensuring that organizations continue to enjoy the benefits of their data. Sunil Soares, a key member of the IBM team, has detailed the ABCs of Data Governance in this book. He has expertly packaged the content, which comprises theory supported by relevant examples gleaned from his engagements with numerous business partners around the globe.
"This work is a practical manual for business leaders to adopt in their Data Governance implementations. As the saying goes,“Why reinvent the wheel when somebody else has perfected the model?” The IBM team has defined the model for Data Governance. It is available, through this book, for business leaders to embrace and adopt, in order to ensure success with their implementations.
"I have had the pleasure of engaging directly with the author on the Data
Governance project in my organization. Sunil is an expert in his field; he lives the subject, has a wealth of knowledge on the subject, and is passionate about Data Governance. He goes about coaching and advising organizations in a professional yet simple manner that endears him to his clients. The time that I spent under Sunil's wing was invaluable to me and my organization. The author's endearing qualities shine in this book, which makes for absorbing reading. I am certain that you too will enjoy and appreciate this book for the many invaluable insights contained in it. Thank you, Sunil, for empowering us Data Governance practitioners with your expertise.
"If you are part of a Data Governance project, I wish you great success in your endeavors."
— Komalin Chetty Data Governance Champion, Telkom South Africa