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DAMA New England Aligning Data Management with Digital Strategy for Innovation and Transformation May 27, 2020 Lynn Noel, DAMA New England - Member Email: [email protected]

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  • DAMA New England

    Aligning Data Management with Digital Strategy for Innovation and Transformation

    May 27, 2020

    Lynn Noel, DAMA New England - MemberEmail: [email protected]

  • New England Data Management Community

    • A Chapter of DAMA International • The premier educational & professional networking resource for the

    enterprise data management community in New England• Host educational events, via Webinars and on-site (when permitted)• Promote learning based on the DMBoK2 knowledge areas• See our Website: DAMANewEngland.org for more information • Membership benefits include:

    • Free or discounted admission• Educational and networking events• Growing base of knowledge items available via Member-only section of the Website• Peer-to-peer networking and mentoring opportunities

    Hosted by DAMA New England

    We welcome you to be part of our growing community!

    http://www.damanewengland.org/

  • New England Data Management Community

    WELCOME OUR PRESENTERS

    New England Data Management Community

    LYNN E. NOEL

    Principal, Digital Heritage Consulting Executive Certificate in Digital Business Strategy, MIT Mini-Masters in User Experience Design, Rutgers M.S. Geography, University of Wisconsin-Madison Most recently VP of Digital Strategy, Data Blueprint Director/mentor for IM & analytics, architecture & modeling,

    collaboration & content mgmt at Big Five IT, midsize, & startup firms

    CONTACT INFO:EMAIL: [email protected]

    PHONE: +1-978-985-2707

    : /IN/lnoel

  • New England Data Management Community

    AGENDA

    • So What is Digital Business Strategy?• Key Questions for Data Managers

    • Machine, Platform, Crowd• Core Concepts in Digital Business

    • DMBoK 2.0 and Beyond• Digital, Disruption, & Transformation in the DMBoK• Where the DMBoK Can Drag and Drive Digital

    • From Disruption to Transformation• Example Client Digital Vision and Strategic Data Roadmap

    • Call to Action• Answering Key Questions

    • Q & A

    New England Data Management Community

  • New England Data Management Community

    “Let’s Talk Strategy First” Is About Digital Business, Not Data

    5

    • Digital business is the creation of

    new business designs by blurring

    the digital and physical worlds.

    (Gartner Glossary)• A digital business is one that uses

    technology as an advantage in its internal and external operations. (Komprise Glossary)

    • What makes digital business different from e-business is the presence and integration of things, connected and intelligent, with people and business. (Forbes)

    https://www.gartner.com/en/information-technology/glossary/digital-businesshttps://www.komprise.com/glossary_terms/digital-business/https://www.forbes.com/sites/gartnergroup/2014/05/07/digital-business-is-everyones-business/#3e7438577f82

  • New England Data Management Community

    State of Digital Business 2018 Report (IDG)

  • New England Data Management Community

    Every Organization’s Data Needs a Reset for Digital

    Annotations in red by Lynn Noel, Digital Heritage Consulting, 2018

  • New England Data Management Community

    "First you mature, then you ripen and rot.“ (Woody Allen)

    • Data managers must innovate faster than ever to organize and govern human and AI networks of people and things that produce bigger and less structured data.

    • What do we need to know to deliver data management at digital speed and scale? • Who are the new executive sponsors for data management?

    • What does a governance roadmap need to do in the first 3-6 months?

    • Why and how must data governance guide technical platform governance?

    • Where do you start when your data environment seems too big to know?

    • How does advanced analytics drive and disrupt data management strategy?

  • New England Data Management Community

    Machine, Platform, Crowd: Digital Business Strategy

    For machine intelligence, the counterpart is the human mind. Accountants with spreadsheets, engineers with computer-aided design software, and assembly line workers next to robots are all examples of mind-and-machine combinations.

    The counterparts of platforms are products, or goods and services. A ride across town is a product, while Uber is the platform people use to access it. The same is true with accommodations and Airbnb, or news stories and Facebook.

    For the crowd, the counterpart is the core– the knowledge, processes, expertise, and capabilities that companies have built up internally and across their supply chains. For example, the core of GE Appliances designs, manufactures, and markets refrigerators and ovens; NASA’s core builds spaceships and tries to better understand our universe; and Microsoft’s core capabilities include developing personal computer operating systems and applications.

  • New England Data Management Community

    Three Great Rebalancings

  • New England Data Management Community

    Rebalancing Around the DAMA Wheel

    Data Catalogs

    Cloud Analytics

    AI & Machine Learning

    Text Mining

    Low-Code Connectors

    GDPR

    Bots & AI

    Hybrid Cloud

    Productized Platforms

    Crowd-sourcing

    IoT

    DevOps & DataOps

    Post-SQL

    Reference Standards

  • New England Data Management Community

    From Database Pyramid to Digital NetworkEach Business Unit Meets Each Transformation At Their Own Pace

    Cloud Analytics with AI

    GDPR Security & Privacy

    Hybrid Cloud DevOps

    Data Governance Catalog

    New EDW for MDMCo

    mm

    on

    Tra

    nsf

    orm

    atio

    ns

    Digital Transformation is Orthogonal to “Database Capability”

  • New England Data Management Community

    Data Governance for Core, Crowd, and Customer

    Automated Rules Enforce Data Governance

    Machine Learning Drives Ontology Development

    Enterprise Data Governance Platforms Scale Out

    Mobile Platforms Offer Data Access and Availability

    Customer Portals Offer a Degree of Self-Governance

    Crowdsourcing Builds Glossaries and Taxonomies

  • New England Data Management Community

    Data Architecture for Productized Application Platforms

    Deep Learning Algorithms Design Data Architectures

    Data Virtualization Adds an Abstraction Layer

    Apps and Platforms Standardize Data Models

    Big Data Architecture for Data Lakes and Beyond

    Data Architecture Scoped During the Platform Selection Process

    “Out-of-the-box” core governance vs. ‘must-have” crowd customization

  • New England Data Management Community

    Data Modeling and Design for Migration and Transformation

    Big Data can extract models from high-volume/variety data

    Semantic machine learning drives descriptive modeling

    Modeling platforms provide iterative round-trip visualization

    Productization & hybrid cloud automate performance tuning

    Modeling, metamodeling, reference modeling standards emerging rapidly

    Self-service analytics gives everyone their own data modeling capability

  • New England Data Management Community

    Data Storage and Operations for the Hybrid Cloud

    AI produces and requires Big Data beyond human scale

    Deep learning may use gigabyte files and petabyte storage

    Cloud platforms are virtualized, elastic, scalable, multi-tenant

    Platform innovations like hybrid flash memory (ROM+RAM)

    DataOps processes and lifecycles evolving from DevOps and Agile

    Operations teams move from DBAs to “contextual recommenders”

  • New England Data Management Community

    Data Security, Privacy and Ethics for the World of GDPR

    Machine learning good for fuzzy problems in cybersecurity

    Systemic bias: AI and ML algorithms are only as secure and ethical as the humans and datasets used to train them

    Platform ecosystems can federate access and identity

    84% of 600 executives surveyed actively looking at blockchain

    79% of global executives rank cyber attacks and threats as one of their organization’s highest risk management priorities in 2020

    Security responsibility is diffusing across the entire organization

  • New England Data Management Community

    Data Integration and Interoperability for Platform Scale

    ETL Logic Must be Decoupled for Phased Transformations

    AI-Driven Data Cataloging for Migration and Integration

    Interoperable Platform Ecosystems that Merge and Spread

    APIs and Embeddables with Low- to No-Code Connectors

    Crowdsourcing Datasources Fragments Interoperability

    Social Data Sharing Becomes a De Facto Integration Layer

  • New England Data Management Community

    Document and Content Management for the Digital Workplace

    Embedded AI is Everywhere in the Digital Workplace

    Content Management Systems are Data Lakes for Text Mining

    Remote Work Makes the Digital Workplace the New Normal

    Productivity Makes Collaboration Platforms Transparent

    Video, Especially Live Video, is the Fastest Growing Content Format

    “Alexa, send me the link” Personalized Content Push Meets AI Voice Search

  • New England Data Management Community

    Reference and Master Data for Digital Customer Experience

    Automated Master Data Enrichment Needs Good Data Quality

    Match and Merge Are Essential AI/ML Capabilities

    Schema-On-Read Data Lakes Require MDM and Governance

    Multidomain MDM Platforms Move from Collecting to Connecting

    Omnichannel Customer Experience Demands 360 Master Data

    Reference Standards for Digital Metadata Emerging Rapidly

  • New England Data Management Community

    Data Warehousing for Real-Time Transactions and Analytics

    ETL Batch Jobs No Longer Scale to Real-Time Processing

    ML and Data Science Have Converged with EDW in the Cloud

    Real-Time Makes OnLine Analytical Processes Transactional

    Cloud Data Warehousing Offers Massively Parallel Analytics

    Crowdsourced Data Collection Outpaces the In-House EDW

    Open Data Sources and Standards Proliferate

  • New England Data Management Community

    BI & Analytics Far Beyond the Central Data Warehouse

    Data Science Leveraging AI, Machine Learning, Deep Learning

    Embedded AI in Self-Service Analytics

    Self-Service Analytics Platforms Require a Learning Curve

    The Data Has Left the Warehouse and It’s Loose in Excel

    Crowdsourced Analytics Outstrip and Conflict with Core BI Systems

    Change Management for Both Canned Reports and Real-Time Analytics

  • New England Data Management Community

    Metadata Drives a Rich Digital Business Experience

    Semantic Data Catalogs for Automated Lineage

    OCR + Metadata = Search Within Documents

    Metadata Management Platforms Aid Discoverability

    Blockchain Platform as an Enabling Technology

    Crowdsourcing Business Glossaries and Taxonomies

    Reference Standards for Digital Metadata Emerging Rapidly

  • New England Data Management Community

    Data Quality for Volume, Variety, and Velocity

    Big Datasets suffer from noise, missing values, inaccuracies

    AI/ML anomaly detection can improve and correct data quality

    Platform Go-Lives Require Clean Data Loads for Testing

    Data Catalog Platforms Combine Quality, Metadata, MDM

    Crowdsourcing platforms like Amazon's Mechanical Turk can be as reliable as more traditional centralized methods

    When data quality is private or advantageous information to workers, there can be a disincentive to report or to correct errors

  • New England Data Management Community

    “We Are Transforming:” Example Digital Strategy Vision

    Data Management Strategy is Not Visible at this Level of Enterprise Strategy

  • New England Data Management Community

    Rolling the DAMA Wheel Across a Real-World Digital Roadmap

    Hybrid cloud

    integration

    Data loads

    for testing

    Midyear Board reporting

    Annual Audit

    Incentive comp

    from new LOS

    Dual entry? Reconciliation

    Decouple ETL logic

    Customer-facing data quality

    Metadata

    enrichment

    EOY Board reporting

    KPIs on new GTM Strategy

    Compliance Changes

    Customer KPIs

    New Process KPIs

    Banking Example: Data Strategy Can Become An Action Layer for Enabling Digital Roadmaps

    Redesign BPM Rules

  • New England Data Management Community

    From Maturity to Innovation and Transformation

    • Data managers must innovate faster than ever to organize and govern human and AI networks of people and things that produce bigger and less structured data.

    • What do we need to know to deliver data management at digital speed and scale? • Who are the new executive sponsors for data management?

    • What does a governance roadmap need to do in the first 3-6 months?

    • Why and how must data governance guide technical platform governance?

    • Where do you start when your data environment seems too big to know?

    • How does advanced analytics drive and disrupt data management strategy?

  • New England Data Management Community

    New Executive Sponsors for Data Management

    Has your C-suite changed to reflect the changing times? (EY 2019)

  • New England Data Management Community

    Rebalance (Assess)

    Customer Data

    Employee Data

    Owner Data

    Innovate (Roadmap)

    Customer Experience

    Digital Workplace

    Innovation & Transformation

    Transform (Pilot)

    Top Customer Challenge

    Top Employee Challenge

    Top Owner Challenge

    First 90 Days of a Digital Data Governance Roadmap

    Lynn Noel, Digital Heritage Consulting, 2020

  • New England Data Management Community

    Data Governance Guides Technical Platform Governance

  • New England Data Management Community

    Reference ModelsData Catalogs

    Models: Where to Start When Data is Too Big to Know3.1 Data

    Modeling Tools

    Drawing

    Rubber-banding

    Forward-engineering

    with DDL

    Reverse engineering

    Metadata

    Sharing

    3.2 Lineage Tools

    Attribute source

    structures

    Impact analysis

    Integration Tools

    3.3 Data Profiling

    Tools

    Data exploration

    Metadata validation

    Data quality analysis

    Data model validation

    3.4 Metadata

    Repositories

    Stores descriptive

    model

    Sharing

    Viewing and

    navigation

    3.5 Data Model

    Patterns

    Reusable

    Elementary patterns

    Assembly patterns

    Integration patterns

    3.6 Industry Data Models

    Prebuilt for an industry

    domain

    Broad and detailed

    Reference model for

    customization

    Data catalogs are “toolboxes” that include

    varying bundles of these tools

  • New England Data Management Community

    The Data Experience Drives Digital Data Strategy

    Manage, measure, and optimize customerdata to drive digital

    transformation for an omnichannel experience

    Manage, measure, and optimize the way

    employees use data to deliver on the

    enterprise mission

    Manage, measure, and optimize data

    governance and compliance for owners

    as stewards of customer data

    Tailor Each Roadmap Project to the Operating Model

    Transform the Data Experience for Customers, Employees, and Owners

  • New England Data Management Community

    • “A business manifesto should be an essential tool in communicating the intentions and motives of the digital workplace, according to Gartner, Inc. Organizations can struggle with communicating and implementing broad policy changes like those generated by digital workplace initiatives. ” (Gartner 2015)

    Stairway to Heaven: Gartner Calls for a Digital Manifesto

    The Cloud

    On-Premise Systems

    Hybrid Integration

    http://www.gartner.com/it-glossary/digital-workplace

  • New England Data Management Community

    A key wisdom: “The future masters of

    technology will have to be light-hearted and intelligent. The

    machine easily masters the grim and the dumb.”

    Marshall McLuhan

    Disruptive Innovation

    Ca. 2000 A.D.

    Original Manifesto for Agile Software Development

  • New England Data Management Community

    Manifesto for Digital Business

    We are evolving better ways of doing business by being human organizations and helping these organizations work with machines. Through this work we have come to value:

    • Business equally with Technology• Crowds equally with Core Leaders• Machine learning equally with Human Learning• Structured data equally with Unstructured content• Analysis equally with Synthesis• Configuration equally with Customization • Customers equally with Employees

    That is, while future vision may be emerging from the items on the left, we work to respect and to balance with items on the right

    during times of rapid organizational and societal change.

    Lynn Noel, Digital Heritage Consulting, 2015

  • New England Data Management Community

    • Just a reminder, our chapter meets regularly, and we continue to update our schedule of events and Website content…visit often

    • Chapter elections will be coming up – we invite you to join the chapter and get involved!

    • If you are interested in joining our Chapter, please contact Karen Sheridan or any board member via our website or email.

    Thank You For Attending!

    If you are not on our mailing list, please email [email protected]. We’d love to stay in touch!

  • New England Data Management Community

    Q & A

    New England Data Management Community