In our prior post we looked at what the folks at Jet Reports had to say in a white paper about building a Business Intelligence repository. The authors contend that you want to build it first, and then work on the accuracy of your data, for some rather counter-intuitive reasons. Read that post first, then see today what 4 steps they recommend to ensure that when it comes to implementing Data Governance, you are the “Data Governor.”
Step 1: Identify and Establish the Vision. Make clear what you’re trying to accomplish with your reporting and data, then break down what you’ll do to accomplish that. For example, the vision might be “Be the easiest company to buy from by offering one-step ordering and 100% on-time delivery with competitive prices.” From that, goals can be established, like
- “to increase customer satisfaction and encourage repeat business by streamlining the order process”
- “to increase loyalty by instilling trust” and
- “to increase quality of revenue through corporate retention”
Each of these goals can then have specific action items that pertain to how your BI system works and how you interact with the customer.
Step 2: Appoint Your ‘House of Representatives’. The point here is to make sure that the way you collect, handle, store and process data is efficient and proper. Major roles would include:
- An Executive Sponsor – a senior person passionate about the task at hand
- Data Stewards – Your IT and subject matter experts
- Data Governance Driver – The coordinator for all tasks
Step 3: Build the Process. When bad data finally surfaces in your data warehouse, it’s a good thing. When numbers don’t make sense, you drill down, identify, locate and correct. Jet’s people talk about three process stages:
- Upstream Processes – What processes capture, create, import, transform or update and introduce data into your company’s system? Too often the collectors of the data have little knowledge of (or sometimes, concern for) those who will use it. That’s why an Executive Sponsor can evangelize and enforce proper methods.
- Stewardship Processes – Managing the rules, policies and standards that govern your data in order to ensure it’s clean, well-managed and properly escalated when necessary.
- Downstream Processes – The operations and analytics that consume, protect and store the data. This is the user interface: dashboards, reports, drilldowns, etc. This is where the ROI happens.
Step 4: Policing the State. Your forms and policies govern everything from the state of your CRM system to the integrity of your data. It governs the data input process. Be sure your data governance policies then include:
- Data accountability and ownership
- Organizational roles and responsibilities
- Data capture & validation standards
- Data access and usage
The Jet Reports white paper’s authors make some critical points about how you collect, manage and utilize your data. Their suggestions on building the repository and then managing and improving the data as you go also fit perfectly into today’s ‘agile’ environment, and are worth a read.
For a copy of their white paper, leave a comment on this blog and we’ll send it out.