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JPK
Gro
upBusiness Forecasting and Analytics Forum
September 19-20 • Chicago, IL
Real-Time Data RequiresReal-Time Governance
September 19, 2:30pm
Jeremy is the director of Data & Analytics for Protiviti in the Central & West
regions. He has 18 years of experience in all aspects of business intelligence,
advanced & predictive analytics, and data management solutions. This includes
both vertical and line-of-business expertise in Finance, Supply Chain,
Manufacturing, HR, Sales, Marketing, and Procurement functions. Prior to joining
Protiviti, he was a Senior Vice President at ZedVentures and a Solution Line
Director at NTTData, leading the Analytics service lines at both.
View presentation online at:
https://jpkgroupsummits.com/attendee5
Jeremy Stierwalt – Protiviti
Discover how governance is different in the real-time enterprise
September 2016
REAL-TIME DATA REQUIRES REAL-TIME DATA GOVERNANCE
APPROACH OVERVIEW, RELEVANT EXPERIENCES AND INSIGHTS
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Let’s be strategic but tactical at the same time…
What would you like to get out of this discussion?
General Education?
Strategies for Data Governance?
Recommendations for technologies?
It was better than the other options at this time?
SURVEY SAYS?FOR DATA GOVERNANCE
© 2015 Protiviti Inc.
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AGENDA
Overview of Protiviti
Definition of Data Governance
Data Governance
Business Drivers & Approaches
Why Real-Time Data Governance?
Where do we begin?
Business/Use Case Example
Next Steps & Q/A
© 2015 Protiviti Inc.
CONFIDENTIAL: An Equal Opportunity Employer M/F/D/V. This document is for your company's internal use only and may not be copied nor distributed to another third party.
Protiviti (www.protiviti.com) is a global consulting firm that
helps companies solve problems in finance, technology,
operations, governance, risk and internal audit, and has
served more than 60 percent of Fortune 1000® and 35
percent of Fortune Global 500® companies. Protiviti and our
independently owned Member Firms serve clients through a
network of more than 70 locations in over 20 countries. We
also work with smaller, growing companies, including those
looking to go public, as well as with government agencies.
Ranked 57 on the 2016 Fortune 100 Best Companies to
Work For® list, Protiviti is a wholly owned subsidiary of
Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a
member of the S&P 500 index.
4,200*professionals
Over 20 countriesin the Americas, Europe,
the Middle East and
Asia-Pacific
70+offices
Our revenue*:
$797 million in 2015
ABOUT PROTIVITI
*Inclusive of Protiviti’s Member Firm network
2
© 2015 Protiviti Inc.
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OUR DEFINITIONFOR DATA GOVERNANCE
Planned: We must understand the full areas within scope for the governance, and carefully outline
the immediate actionable needs of the organization.
Holistic: We must build out carefully and only bite off what we can accomplish, but we must do
this always keeping in mind the needs for the complete organization and not building in silos.
Actionable: Data Governance activities must directly drive bottom line value, and have actionable
work steps, deliverables, and programs as opposed to just being overarching methodologies that
can never be realized.
Simple: Data Governance must only be applied where needed, and not ‘Governance for
Governance sake’. We must keep it simple and action oriented or risk losing the fundamental
benefits and risk failure.
Efficient: The underlying processes put in place must not hamper our overall ability to conduct day
to day business, and must be designed with efficiency in mind.
4
Data Governance is the set of fundamental controls – both technical and process driven – used by
organizations to manage and protect key information stored in systems and databases. These controls
cover the full Data Lifecycle with respect to the protection of data, retention & disposition, proper use, and
the management of data as a business asset.
DATA GOVERNANCE DEFINITION
CORE PRINCIPALS OF DATA GOVERNANCE
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Document, Record & Content
Management
•Electronic Document Mgmt•Physical Record & File Mgmt•Information Content Mgmt
Data Warehousing & Business Intelligence
Management
•DW / BI Architecture•DW / Mart Implementation•BI Implementation•BI Training & Support•Monitoring & Tuning
Reference &Master Data Management
•Data Integration Architecture•Reference Data Management•Customer Data Integration•Product Data Integration•Dimension Management
Data Quality Management
•Quality Reqmt. Specification•Quality Profiling & Analysis•Data Quality Improvement•Quality Certification & Audit
Data Security Management
•Data Privacy Standards•Confidentiality Classification•Password Practices•User, Group & View Admin•User Authentication•Data Security Audit
Database Management
•DB Design •DB Implementation•Backup & Recovery•Performance & Tuning•Archival & Purging•Technology Mgmt
Data Architecture,Analysis & Design
•Enterprise Data Modeling•Value Chain Analysis•Related Data Architecture•Logical Modeling•Physical Modeling•Modeling Standards•Model Mgmt.
•Users & Needs•Architecture & Standards•Capture & Integration•Repository Admin•Query & Reporting•Distribution & Delivery
Data Governance
•Roles & Organizations•Data Strategy•Policies & Standards•Architecture•Compliance•Issue Management•Projects & Services•Data Asset Valuation•Communication
DATA GOVERNANCE FRAMEWORKSDATA GOVERNANCE GOALS AND KEY CHALLENGES
5
External Data Mgmt
• Mgmt of syndicated data
• Mgmt of Partner Data
• Acquisition / coordination
of external data
Mobile Platforms Data
• Policies for use
• Device / Platforms
• Data limitations
“Big Data”
• Collection / sourcing
controls
• Data quality requirements
• Infrastructure maintenance
• Query tools
Data Demand Management
• Requests for Reporting / Info
• Requests for new sources of
data
• Coordination and control of
master report library
Social Media
• Policies for use / control
• Usage and review
• Competitive analysis
Regulatory Coordination
• Auditable reporting sources
• External reporting coordination
• Ownership
Metadata Management
= DAMA-DMBOK
Functional Model
Brown= Additional Considerations
DAMA-DMBOK
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What’s your current state of Data Governance?
Who currently has a data/information governance
program?
How are you interacting with that program?
Who is using a governance tool (i.e. technology)?
Which one? (i.e. SAP; Informatica; Oracle; Others)
Production/Development/Sandbox?
Who’s driving Data Governance?
IT vs. Business; mix?
Does your organization currently have a CDO, Chief-
Data-Officer?
SURVEY SAYS?FOR DATA GOVERNANCE
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REAL-TIME DATA GOVERNANCE
BUSINESS/TECHNOLOGY DRIVERS & DATA
GOVERNANCE APPROACHES
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BUSINESS DRIVERS GENERAL BUSINESS DRIVERS FOR DATA GOVERNANCE
8
Increased regulatory or compliance focus (and issued MRAs)
Increased linkage between AML, CCAR, DFAST, and BCBS239
Fragmented approach within key business processes; instituting a need for centralized oversight and monitoring.
A need to increase operating effectiveness and reduce administrative costs by defining clear roles and responsibilities for data management with agreed measures and metrics to improve efficiencies and avoid errors.
Data quality efforts lack developed measures, tracking and metrics which hinders quick and effective responses that address root causes rather than merely correcting errors.
Data error remediation process lacks efficiency and effectiveness.
External data sources are not properly utilized to improve the efficiency of data origination and maintenance of data (e.g., clear definition of golden record).
Difficulty meeting market demands for flexible, timely and relevant information.
The inability to efficiently and accurately deploy data for external use.
BUSINESS DRIVERS
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2 DIFFERENT APPROACHESHOW DO YOU APPROACH DATA GOVERNANCE?
9
Many organizations are focusing on data governance and creating groups to specifically manage data across the enterprise.
This provides them with better control over data, reduces the costs of data management, improves consistency of data, and
enables their organizations with more complete information for decision making.
PROACTIVE
(Active)
REACTIVE
(Passive)
• Clear processes and procedures for managing data
• Clear communication of priorities
• Clear management and resolution of data issues
• Confidence in the reliability of data
• Clear ownership of data
• Clearly documented and controlled policies and procedures
• Everything is an emergency
• Different rules depending on who you talk to
• Recurring issues with quality, timeliness, and consistency
• Lack of accountability
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• Unidentifiable Items
• Duplication
• Excess Inventory
• False Stock-Outs
• Equipment Downtime
• Increased Maverick Purchases
(Direct buys)
• In-efficient Part Searches
• Delayed Shipments Due to lack
of Master Data
Materials/Products
• Duplicate Invoice Payments
• Vendor Duplication
• Inconsistent Payment Terms
• Shorter cycles of DPO
• Legal Compliance (FEIN, W9)
• Lack of Global Account
Relationships
Suppliers/Vendors
• Adverse Cash Conversion Cycle
(>DSO)
• Missing Background Verification
• Global View of Customers
Managing Complex
Relationships
Customers
Many organizations are focusing on data governance and creating groups specifically to manage data
across the enterprise. This provides them with better control over data, reduces the costs of data
management, improves consistency of data, and enables their organizations with more complete
information for decision making.
ADDITIONAL BUSINESS DRIVERSWHY IS REAL-TIME/PROACTIVE DATA GOVERNANCE IMPORTANT?
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TECHNOLOGY DRIVERS WHY IS REAL-TIME/PROACTIVE DATA GOVERNANCE IMPORTANT?
11
Technology Shift
In-Memory Databases are
driving the adoption of
combined activities; The
Real Time
Enterprise/Digital Core
consists of transactional,
operational, and analytical
data. Delivering clean,
consistent and timely
information to the business
is required. (see SAP
HANA, Oracle Exadata,
etc…)
Disparate Systems
Multiple, disconnected,
on-prem/cloud systems,
or an outdated application
infrastructure can
negatively impact the
business and increase
costs. The need to
automate traditional manual
data governance processes
is imperative, thereby
improving data quality &
business process
execution.
Reporting Needs
Flexible, integrated, real
time reporting is the need
of the hour. This requires
massive parallel processing
capabilities to help manage,
improve, and leverage
clean and accurate
information to drive
information so that the
business can react
accordingly.
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What are your business drivers for Data Governance?
Challenges with Business Processes and quality of
information?
Technology changes?
Business Strategy changes?
SURVEY SAYS?FOR DATA GOVERNANCE
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WHERE DO YOU BEGIN?
BEST PRACTICES for DATA GOVERNANCE
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Often times, for organizations starting out or “re-launching” their efforts, we would propose looking at these
initiatives from two angles – both from a “bottoms up” as well as a “top down” approach. The “bottoms up”
approach will serve to provide some of the key foundational elements required around the selected data
domains (e.g. for Vendor, define Metadata, data linage, data ownership, and data quality approaches) while
the “top down” approach would provide overall policy guidance, organizational structures, communications
management, and change management aspects. The “top down” model may be adopted more widely
throughout the rest of the organization.
Top Down focused on establishing:
- Executive buy-in and sponsorship;
- Creation of charter and scoping; (e.g. what will this function focus on –structured vs. unstructured data, data quality, data ownership, etc.)
- Identification of required resources;
- Drafted policies and procedures;
- Organizational DG staffing, executive model and structure;
- Change management;
- Training plans for DG; and
- Continuous monitoring of DG.
Bottoms up focused on driving standardization by:
- Definitions of key domains & data elements;
- Identification of business processes where data is leveraged; (e.g. the “context” to how the data is used and driving value for Bridgestone)
- Documenting system and process touch points for the data domains and elements;
- Establishing ownership and stewardship for the data; and
- Recommendations for Data Quality monitoring.
To
p D
ow
n A
pp
roach
Bo
tto
ms U
p A
pp
roach
DATA GOVERNANCE APPROACHESCHOOSING YOUR ANGLE
14
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• Data Governance Policies,
Procedures
• Data Governance
Organization Structure with
roles and responsibilities
• Definition of Data
Stewardship andownership
across the organization for all
key processes and domains
Data Governance Strategy
• Define data profilingbusiness
rules to understand as-is
structure and quality of
the data
• Parse data through business
rules to identify data anomalies
and quantify the data quality
• Pre defined business rules
and use cases for accelerated
data profiling and key issues
finding
Data Profiling
• Establish master data
governance roadmap with
prioritized data domains for
implementation life cycle
• Develop technology and
infrastructure processes for
implementing real-time
solution
• Define one globalunique
process for master data
maintenance processes
• Develop a comprehensive
deployment strategy
organization wide for master
data governance processes
Master Data
Governance
• Define Metrics & Scorecards
from technology and business
perspectives to provide deep
insights of data quality
• Data quality metrics from
business perspectives
focus in measuring master
data compliance with
transaction data
• Leverage appropriate tools
across the organization for
corrective actions
Data Quality Metrics
Identify existing data quality issues and its impact on business but also provide strategic
direction for deploying real-time master data governance across the organization focusing
business value
DATA GOVERNANCE LEADING PRACTICEESTABLISH THE PROGRAM & PROCESS
15
© 2015 Protiviti Inc.
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As noted in scoping many times a Data Governance organization may have some core responsibilities, but
to build an effective organization you must also be able to leverage and partner with other existing functions.
This requires careful planning, agreement from all parties, and constant communication in order to properly
function. The example below represents an example Interaction model built out for one of our clients.
TMONew initiatives & projects
Data Issue Management & Resolution
Quarterly Updates, Proposed Initiatives
Oversight, Direction, Funding Resource Allocation, Goals, Decisions
Partners /
Affiliates
Executive Team /
Steering Committee
IT
Governance
Shared
Services
Governance
Regulatory
Governance
Risk
Management
Data Governance Core Team
Data
Demand /
Knowledge
Management
Data Policy /
Process
Improvement
Data Quality
Monitoring
Data Issue
Prioritization
Data
Correction /
Change
Management
IT / Data
Alignment
Data
Documentation
(Metadata)
Project
Reporting &
Tracking
IT
Enterprise
Architecture
Delivery
Assurance
Data
Owners
Data
Stewards
Technology
Stewards
LOB
RepresentativesWorking Groups
Priorities, Coordination, Support, Direction, Interaction, Tools & Training
SME Input, Fit for Purpose Requirements, SLA’s, Status
PDLC Integration
Production
Support
Metadata
Coordinate Governance Activities
Review and Coordinate PoliciesProject Status and Feedback
LOB’sShared
Services
MIT
Data Quality Metrics, Policies, Procedures, Tools &Training
SME Input, Feedback, Status
MA
Projects
Program
Management
DG Representation
DG Project Deliverables
DATA GOVERNANCE STRATEGYINTERACTION MODEL
16
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DATA PROFILINGDIMENSIONS OF DATA QUALITY
The specific characteristics or dimensions of data that are analyzed in a Data Quality program differ from one business to
another based on the needs and priorities of that business. The following dimensions are commonly used:
Dimension Short Description Example
UniquenessA number or characteristic that identifies one and
only one entry in a data set
Every customer should have a Customer ID
and no two customers should have the
same Customer ID
AccuracyData fairly represents what it is intending to
representCorrect amount for Outstanding Balance
ConsistencyThe same data from two or more sources should
not conflict with each otherNAICS Code to Concentration Code
Completeness Data records have values where they are requiredEach record should have an Account
Number
TimelinessData is available and accessible when needed by
the business
Financial statements are received when
due
Currency The data is “up-to-date” Customer contact information
Conformance The data is stored in the correct formatPhone number has proper number of digits
and format
IntegrityThe relationships between data in different systems
is maintained
The relationship between account number
and Customer ID is not broken
Lineage Changes to data are recorded and identifiableAbility to audit changes made to Risk
Rating
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DATA PROFILINGDIMENSIONS OF DATA QUALITY
The following is an example of a data quality mechanism leveraged to understand the dimensions related to the quality of
information in the source systems.
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MASTER DATA MANAGEMENTHOW DOES IT FIT INTO A DATA GOVERNANCE PROGRAM?
From prior clients we have observed a ‘chicken or the egg’ situation, where the question is do I need an established Enterprise
Data Governance program prior to MDM? This really is very dependent on the organization, but often times if the organization
doesn’t already have Enterprise Data Governance we may recommend establishing some elements of Enterprise Governance
concurrently with the MDM establishment.
Top Down approach
focused on
establishing:
• Executive buy-in
and sponsorship;
• Creation of
Program charter;
• Establishing
program goals and
priorities;
• Identification of
required resources;
• Approving policies
and procedures;
• Communication;
• Change
management;
• Issue
management; and
• Training plans.
Policies
Bottoms Up
Approach focused
on driving
standardization:
• Definitions of key
domains & data
elements;
• Identification of
business
processes where
data is leveraged;
• Documenting
system and
process touch
points for the data
domains and
elements;
• Establishing
ownership and
stewardship for the
data; and
• Recommendations
for Data Quality
monitoring.
Processes
Organizational
Structure
Metrics
Methodologies
Systems & Data
Approach
Current state assessment - understand existing MDM
program and organization, and identify key gaps.
Establish baseline governance model, organizational
roles, policies, goals and priorities.
Prioritize MDM domains e.g. Item, Vendor, Customer
For each domain, an initiative will address:
• Data profiling – to establish a baseline for data quality
• Define subject matter experts and candidates to
become data stewards
• Document data life cycle – business processes
where data is created, changed, read, searched,
deleted (workflow)
• Define and document key data elements –
definitions, reference values
• Define data policies – security, archiving, purge
• Data cleanup
• Establish system edits and validation rules
• Design data synchronization across systems
• Establish data quality metrics
• Establish go-forward governance structure
On completion of each initiative, conduct review and
retrospective to validate overall governance model.
1
2
3
4
5
19
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DATA QUALITY METRICSMEASURING TOLERANCES
Tolerances are the minimum acceptable Data Quality Scores for data elements. The tolerances may be
set to ensure that the data meets the banks reporting and regulatory needs.
The elements will be categorized into two groups as it
relates to tolerance levels:
– Customized tolerances will be applied to the
highest priority data elements.
– Standard tolerance levels will be applied to lower
priority elements.
Illustrative Customized Tolerance Level Analysis
Tolerance
Levels by Element
Illustrative Standard Tolerance Level Analysis
One Tolerance Level for
Many Elements
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HOW BEST TO LEVERAGE BEST PRACTICES
WITHIN THE CONTEXT OF A “BUSINESS CASE”
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Goal of effective DPO management is to look for opportunities to increase it as much aspossible
without straining supplier relationships
Days Payable
Outstanding
Average Payables
COGSX 365=
$
Driven By• Payment Terms
• Payment Triggers
• Payment Methods
• Invoice Processing Lead Times
Optimizing Supplier Credit Cycle
• Normalize payment terms by
benchmarking internally and externally
• Optimizing use of discountsby
introducing sliding discountscale
• Eliminating non-compliance with
payment terms
• Eliminating duplicates and over
payments by streamlining master data
Value of the creditor balance in terms of number of average days of purchases
4
BUSINESS CASE FOR DPOLARGE GLOBAL MANUFACTURING – OEM TO AUTO INDUSTRY
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• Negotiate
better rates
• Educate
employees
on policies
DATA GOVERNANCE FROM BUSINESS PERSPECTIVE
Business rule driven vendor data scorecards provide deep analysis of payment data trends
impacting DPO conversion cycle
• Ranking
vendors
with highest
amount of
spend
• Vendor who
can be
targeted
first
• Identify
payment
term
normalization
opportunities
• Non
standard
payment
terms
• Invoice
processing
lead times
for early
and late
• Discounts
offered /
taken / lost
due to delay
• sliding
discount
scale
effectiveness
& offered
• Discount
offered Vs.
Taken
effectiveness
• Standardize
payment
terms
• Educate
employees
• Fix invoice
processing
issues and
restructure
terms
• Optimize
discount
structure and
push out std.
terms
What to do with
the insight
Top spend by
Vendor
Payment
Terms
Invoice
Processing
Discount
Optimization
Why use this
Metric
What to look for
FOCUS ON DPO IMPROVEMENTLARGE GLOBAL MANUFACTURING – OEM TO AUTO INDUSTRY
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• Establish policies and
procedures for advance
payments across business
units
• Identify opportunities to
minimize advances without
interrupting business
Advance Payments
• Sliding discount scale to
take advantage of early
payments
• Streamline invoice receipt
process for timely payments
by eliminating master data
consistencies and
duplications
Early & Late Payments
• Standardize payment
methods and move to
electronic payments as
standard method of
payment for reduced
transaction costs
• Normalize payment terms
by profiling invoice data
of 18-24 months trend
analysis
Terms & Methods
Normalization
• Supplier categorization,
consolidation, negotiation
and stratification enabling
to establish discount
optimization structure for
sliding scale
Discount Optimization
Focus areas to identify optimization opportunities and increase days outstanding
DPO is quickest to influence working capital optimization compared to DSO and Inventory
outstanding ,and can provide great results in short span realizing time tovalue
5
FOCUS ON DPO IMPROVEMENTLARGE GLOBAL MANUFACTURING – OEM TO AUTO INDUSTRY
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THE
RESULTAPPROACH
THE
CHALLENGE
25
Phase 1: Data Governance Strategy
10+Data
Entities & Metrics
5Key
master data domains
Regulatory
Enterprise Data
Standards
Business Data
Ownership
Uncertainty
Unknown
Enterprise Usage
and Definition of
Key Data.
Definition and
classification of key
Data Entities and
data quality metrics
Documented the
relationship and usage
of applications and data
within Business
Processes.Phase 2: Program Rollout
Phase 3: Data Profiling
1. Clear definition of policies, processes, roles
and responsibilities.
2. Implemented processes and supporting tools
to store business and data relationships and
maintain it through periodic certifications and
enterprise-wide publication of information.
Phase 4: MDG implementation
Phase 5: Global deployment schedules
Clear policy, strategy,
and approach for
identifying, documenting,
and validating key data.
Our approach focused on most troublesome areas of data governance and maintenance across the organization primarily in master
data domains where single version of truth is extremely critical for conducting day-to-day business operations efficiently. We focused
on developing master data policies, procedures, and processes articulating master data impact on business operations. During our
engagement we were able to successfully develop a business case, articulating how master data inconsistency is impacting cash
conversion cycle adversely in receivables, payables, and inventory management. Developed a multi year roadmap to standardize
master data processes and policies and in the journey of accomplishing end goal to improve cash conversion cycle.”
CLIENT CREDENTIALLARGE GLOBAL MANUFACTURING – OEM TO AUTO INDUSTRY
Business process
efficiency impacting
cash conversion
cycle
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HOW DO YOU GET STARTED?
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PROJECT APPROACHDATA GOVERNANCE PROGRAM DESIGN
27
Str
ate
gy
& G
oals
Business BenefitsVision & Mission Specific Objectives
Co
mp
lian
ce
StandardsPoliciesInternal Quality
Assurance
Technology
Wo
rkfl
ow
an
d C
on
tro
ls
Data
In
teg
rati
on
an
d
Syn
ch
ron
izati
on
BI / MDM
Process
Change
Control
Data
Quality
Data
Maintenance
Reporting /
Analytics
Data Identif ication
& Prioritization
People
Data Quality Executive
Commercial Bank Data Management Organization
Data Quality Analytics Manager
Data Integrity Manager
Data Accuracy Manager
Data Stewards
Data Custodians
Data Users
Cu
ltu
re
Man
ag
em
en
t Metric
s
Executive Sponsorship
Training and Awareness
Data Governance Framework
Data Dictionary & PrioritizationWhich data elements are most
important to Risk Management?
Metrics & ScorecardsWhat is our data quality and where are
our data gaps?
Governance & AssuranceWhat structure do we have in place to
monitor and address data quality gaps?
Authority MatrixWho can do what with the data and
how should it move throughout the
organization?
Data LineageHow does the data move through
the process?
© 2015 Protiviti Inc.
CONFIDENTIAL: An Equal Opportunity Employer M/F/D/V. This document is for your company's internal use only and may not be copied nor distributed to another third party.
PROGRAM EXECUTIONDATA GOVERNANCE PROGRAM DESIGN
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Series of Computer Based Trainings, Recordings, Live Meetings
and Job Aids used to train employees on:
Upfront process through which prioritized data elements are subject to
enhanced monitoring via QC points. An example of this would be:
Back-end process to modify prioritized data elements after data has
changed:
• Ensure changes are consistently and accurately processed
• Update the authoritative system of record and other critical
business systems
• Facilitate the tracking and understanding of data error root causes
Automated quarterly reporting used to:
• Measure data quality across multiple dimensions
• Identify inaccurate data within authoritative source systems
• Drive batch data remediation
• Produce reports at the portfolio, LOB, Data Owner and data
element level to identify training and improvement opportunities
Data Governance Training Quality Control
Data Element ChangeScorecards and Data Remediation
Procedure
Document and Approval Requirements
Process Flow Forms
Guidance
Resources & Tools
• Data Governance
• Prioritized Data Elements
• The Data Change Process
• The Quality Control Process• Sales Process
• Underwriting process
• Approval process
• Booking process
Continuous Feedback
Loop
© 2015 Protiviti Inc.
CONFIDENTIAL: An Equal Opportunity Employer M/F/D/V. This document is for your company's internal use only and may not be copied nor distributed to another third party.
Questions & Answers
What other information do you need?
SURVEY SAYS ?FOR DATA GOVERNANCE
© 2015 Protiviti Inc.
CONFIDENTIAL: An Equal Opportunity Employer M/F/D/V. This document is for your company's internal use only and may not be copied nor distributed to another third party.
JEREMY STIERWALTDIRECTOR, CHICAGO
Contact Information
Direct: +1 312.931.8713
Mobile: +1 317.507.4101
E-mail: [email protected]
Areas of Expertise
• Business Intelligence
• Advanced Analytics
• Predictive Analytics
• Data Management
• Data Governance
• Big Data Solutions
• Data Warehousing
• Project Management
Industry Expertise
• Consumer Products
• Retail
• Manufacturing
• Wholesale Distribution
• Financial Services
• Sports & Entertainment
• Media
• Professional Services
Education
• B.A., Computer Science & English Writing,
DePauw University
Professional Memberships
& Certifications
• Americas SAP User Group, Executive
Exchange
Professional Experience
Jeremy is the director of Data & Analytics for Protiviti in the Central & West regions. He has 18 years of
experience in all aspects of business intelligence, advanced & predictive analytics, and data management
solutions. This includes both vertical and line-of-business expertise in Finance, Supply Chain, Manufacturing,
HR, Sales, Marketing, and Procurement functions. Prior to joining Protiviti, he was a Senior Vice President
at ZedVentures and a Solution Line Director at NTTData, leading the Analytics service lines at both.
He’s held various leadership positions including membership to the Executive Leadership Team, leading the
analytics & predictive service lines, leading the Business Intelligence service line, and building the
Professional Sports & Entertainment industry vertical. Jeremy is a frequent speaker at National & Regional
Conferences on topics related to data management, big data, and analytical solutions.
Representative examples of Jeremy’s engagements include:
• Led multiple complex engagements translating client’s analytical business requirements into specific
systems, applications or process designs with interlocked financial modeling for custom technical
solutions.
• Directed the implementation of technical enterprise-wide data and analytical solutions across various
industries, lines of business, and varying technology platforms.
• Oversees the completion of customer Analytics/BI solutions and strategies based on the analysis of the
customer’s business goals, objectives, needs, and general business environment while providing both
team and technical leadership.
• Led multiple engagements integrating and cleansing data from varying systems of record, including
traditional database management systems, streaming application data, varying operational and
transactional applications, and other proprietary and commercial big data platforms.
Jeremy Stierwalt101 North Wacker
Suite #1400
Chicago, IL 60606
Powerful Insights. Proven Delivery.®
Mobile +1 317-507-4101