DATA MANAGEMENT AND

DATA GOVERNANCE
Office of Information Technology
October 24, 2019
 WHAT IS DATA MANAGEMENT?

A comprehensive approach for establishing and effectively operating the collection of

enterprise data assets…

...in order to securely deliver timely and accurate

information and content to internal business
processes and external stakeholders, while:
complying with legal and regulatory statutes
complying with OIT architectural and policy guidance
following IT industry best practices
adhering to contractual obligations

Data Management and Data Governance October 24, 2019 2

 DATA MANAGEMENT FUNCTIONS 1
Data
Architecture
Management

Data Management strives to prevent data- Data Data Structure

Governance Development
related problems by:

Reducing ambiguity.
Database
Content
Facilitating greater reuse of data assets and Management
Operations
Management
less redundant content. Metadata
Management

Enforcing quality of information products

disseminated to Stakeholders.
Providing transparency for requirements, Business
Intelligence
Data Security
Management
design artifacts, and implemented solution Management

components.
Master Data Data Quality
Management Management

1
From the Data Management Association (DAMA) Data Management Body of Knowledge (DMBOK).

Data Management and Data Governance October 24, 2019 3

 WHAT IS DATA GOVERNANCE?

Data Governance …

Establishes guidance and clear

accountabilities for data-related
matters
Adjudicates data-related issues.
Data Governance Provides a framework for
touches… escalating issues appropriately

Data Management and Data Governance October 24, 2019 4

 WHAT IS DATA GOVERNANCE?

Data Governance is an overarching business function implemented across the technical

and business activities of Data Management, guiding…

Planning of data projects

Specification of the business meaning of the data objects and facts involved in the Agencies’
operations
Design of the technology components in which data values reside for persistent storage and
information movement
Design of the rules for collecting, transforming and presenting data values in operational and
analytical applications

Data Management and Data Governance October 24, 2019 5

 PEOPLE, PROCESSES,
TECHNOLOGIES, AND INFORMATION

As with any other business function, the value of

Data Governance activities is realized through the
fourfold architecture of People, Processes,
Technologies, and Information

Metadata
Repository
People fill roles…
to carry out the processes...
that create, maintain, and manage the enterprise metadata…
through the Metadata Repository…
with connections to other technologies.

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 COLLABORATION, EDUCATION, AND
COMMUNICATION ARE ESSENTIAL
Business and Technical Data Stewards, working together, are
responsible for the data and underlying metadata for a particular
knowledge area.

In a data incentive, such as building a

data warehouse or big data platform,
collaboration between business, IT and
data professionals is a must.

A common cause of data projects’ failure

to meet their goals is this: Business
representatives and IT don’t understand
each other very well.
Education and communication are key.

Data Management and Data Governance October 24, 2019 7

 DATA GOVERNANCE RUNS ON
METADATA
The components of the Data Management and Data Governance
solutions are highly interdependent.

Metadata is pervasive, being created and consumed by the processes of

Data Management and Data Governance, as well as routine business
operations.

Simply put, “Metadata” is the information required to manage the data-

related IT processes.
Ta x onomy organizes concepts
Ta x onomy
Taxon o m y orga nize s c ontent
C once pts
re pre sented C once pts
by a bbre v s re presented by
te rms
Unstructure d
Stan dard Ab b reviatio n s conte nt
(Glo ss ary)
C D M giv e s Stan dard Term s
A bbrev s s tructure to
gove rn Co n c ep t ual (Glos s ary)
c once pts
na ming of E n te rp rise Data Data Mod e l
phys ica l ED D inv entorie s, Dic tio nary
com pone nts de fine s , a nd ED M de ta ils Te rms gove rn
spec ifie s a ll s tructure a nd na ming of logica l
physica l da ta de fine s std compone nts
e le me nts En te rp rise doma ins a nd
Log ic al da ta ty pe s
Data
E n te rpris e PDM Mod el

a sse sses a sse ss es

com plia nce; complia nce;
prov ide s re f ines prov ides
re fines
compone nt se ma ntics f or

See Slide#10
compone nts f or ELD M
re use libra ry r e use

Datab as e PD M Projec t LDM

Re -sy nc
DBMSs
D e riv e d So ft ware
fr om In fo rm atio n Ap plic atio n
View s In ve n to ry

ETL To o l

Data
Tran s fo rm ation
Mapp ing

BI Tool
BI Tool

Data Management and Data Governance October 24, 2019 8

 A common Metadata Model is the foundation
for Enterprise Data Management functions 2

Business Policies Information Policies Business Rules Business

Metadata

Service Directory Client / Service Usage Services

Metadata
Access Control Data
Governance
Metadata
Information
Relational Tables Architecture
Master Object Directory
Metadata

Data Formats
Data
Element
Metadata
Aliases, Synonyms

Reference
Value Domains Metadata

Concept Definitions Semantics Business

Metadata
2
Adapted from the book “Master Data Management” by David Loshin
Data Management and Data Governance October 24, 2019 9
 Metadata Relationships enable analysis such as Design Traceability, Data
Flow (Lineage), and Change Impact Analysis
Taxonomy organizes concepts
Taxonomy
Taxonom y organizes content
Concepts
represented Concepts
by abbrevs represented by
terms
Unstructured
Standard Abbreviations content
(Glossary)
CDM gives Standard Term s
Abbrevs structure to
govern Conceptual (Glossary)
concepts
naming of Enterprise Data Data Model
physical EDD inventories, Dictionary
components defines, and EDM details Terms govern
specifies all structure and naming of logical
physical data defines std components
elements Enterprise domains and
Logical datatypes
Data
Enterprise PDM Model

assesses assesses
compliance; compliance;
provides refines provides
component semantics for refines
components for ELDM
reuse library reuse

Database PDM Project LDM

Re-sync
DBMSs
Derived Software
from Inform ation Application
Views Inventory

ETL Tool

Data
Transform ation
Mapping BI Tool

BI Tool

Data Management and Data Governance October 24, 2019 10

 FUNDAMENTAL ASPECTS OF A
DATA MANAGEMENT/GOVERNANCE SOLUTION
The fundamental aspects of a Data Management/Governance
business function solution, integrated into the technical and
business activities include…
 Communication: Discussion, Collaboration, Content Sharing, Planning,
Project Management and Control
 Knowledge Representation: A common language reference for
describing business processes, information, and technology
(includes glossaries, data models, data asset exchanges among applications,
business analysis dimensions, interdependencies within the OIT
environment)
 Data Structure: The organization of stored data values about “business
objects” and “data in motion”, in technology-independent and technology-
specific contexts
 Information Analytics: Guidance for meaningful mathematical,
geospatial, and statistical operations on data values, rules for data
compatibility, and results presentation guidelines.
 Data Transformation: Specification of application processing logic, data
validation, aggregation of data values, etc.
Data Management and Data Governance October 24, 2019 11
 CORE ARTIFACTS OF A
DATA MANAGEMENT/GOVERNANCE SOLUTION

Implementing the fundamental aspects of the Data Management/

Governance business function, as outlined in the previous slide, requires
the establishment and integration of certain core artifacts such as…
 Communication: Content Management/Publication, Workgroup Collaboration,
Project Planning, Management, and Control

 Knowledge Representation: Central Metadata Repository, Agency and

Industry Glossaries, Enterprise Reference Data Model, Data Asset Application
Usage Matrix, Information Exchange Packages

 Data Structure: Logical data models, Data Quality Parameters, Physical

Database Design Specifications, Message Specifications for Information Exchanges

 Information Analytics: Statistical Function Standards, Guidance for Missing

Data Values, Guidance for Tool-specific Information Presentation, Standard
Conformed Business Information Dimensions

 Data Transformation: Application Logic Representations, API Specifications,

Data Mart/Warehouse Loading Specifications
Data Management and Data Governance October 24, 2019 12
 HOW DO WE GET THERE?
RECOMMENDED TASKS AND PROJECTS

To determine the need for the core artifacts and formulate an

implementation plan…

1. Confirm the objectives of the work

2. Define the metrics for measuring progress
3. Understand the current environment
a) Understand business functions of County Agencies
b) Identify main knowledge subject areas
c) Identify key stakeholders and roles, conduct introductory
meetings
d) Review current standards, policies, procedures (includes
SDLC), tools and technologies
e) Review OIT and Agency projects, planned and underway
f) Walkthrough findings with OIT team, stakeholders
Data Management and Data Governance October 24, 2019 13
 HOW DO WE GET THERE?
RECOMMENDED TASKS AND PROJECTS

To determine the need for the core artifacts and formulate an

implementation plan…

4. Draft a preliminary Enterprise Conceptual Data Model

5. Establish a Central Metadata Repository
a) Brief market review and tool evaluation
b) Tool selection/trial/prototype
c) Outline stages for Repository population
Prioritize to maximize value and minimize effort
d) Brief business and technical stakeholders, obtain buy-in
6. Load Stage 1 metadata into Repository
a) Identify a current project for collaboration to pilot
Repository effort
b) Define the contents of Stage 1
c) Publish Stage 1 metadata and review with stakeholders
Data Management and Data Governance October 24, 2019 14
 HOW DO WE GET THERE?
RECOMMENDED TASKS AND PROJECTS

To determine the need for the core artifacts and formulate an

implementation plan…

7. Outline a communications approach for the effort

8. Discuss approaches to knowledge management and set a
direction
9. Consolidate existing business glossaries and define standards
for naming and defining terms
10. Review existing Data Asset Catalog
11. Review existing Application Inventory, including APIs and
web services
12. Review any existing inventory of Information Exchange
Packages (IEPs)
13. Create/Assimilate cross-references of applications to data
assets
(applications include APIs, web services, IEPs)
Data Management and Data Governance October 24, 2019 15
 HOW DO WE GET THERE?
RECOMMENDED TASKS AND PROJECTS

To determine the need for the core artifacts and formulate an

implementation plan…

14. Understand existing repository of logical data models,

physical database designs, and message specifications
15. Understand management of and guidance for existing Data
Mart/Warehouse loading/refresh
16. Understand existing Information Analytics environment
and guidance
17. Discuss possible standard Conformed Business Information
Analysis Dimensions

Data Management and Data Governance October 24, 2019 16

 YOUR NOTES

Data Management and Data Governance October 24, 2019 17