Performing Information Governance
IBM Press (Hersteller)
978-0-13-338564-9 (ISBN)
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Most enterprises recognize the crucial importance of effective information governance. However, few are satisfied with the value of their efforts to date. Information governance is difficult because it is a pervasive function, touching multiple processes, systems, and stakeholders. Fortunately, there are best practices that work. Now, a leading expert in the field offers a complete, step-by-step guide to successfully governing information in your organization.
Using case studies and hands-on activities, Anthony Giordano fully illuminates the "who, what, how, and when" of information governance. He explains how core governance components link with other enterprise information management disciplines, and provides workable "job descriptions" for each project participant.
Giordano helps you successfully integrate key data stewardship processes as you develop large-scale applications and Master Data Management (MDM) environments. Then, once you've deployed an information asset, he shows how to consistently get reliable regulatory and financial information from it.
Performing Information Governance will be indispensable to CIOs and Chief Data Officers...data quality, metadata, and MDM specialists...anyone responsible for making information governance work.
Coverage Includes
Recognizing the hidden development and operational implications of information governance-and why it needs to be integrated in the broader organization
Integrating information governance activities with transactional processing, BI, MDM, and other enterprise information management functions
Establishing the information governance organization: defining roles, launching projects, and integrating with ongoing operations
Performing information governance in transactional projects, including those using agile methods and COTS products
Bringing stronger information governance to MDM: strategy, architecture, development, and beyond
Governing information throughout your BI or Big Data project lifecycle
Effectively performing ongoing information governance and data stewardship operational processes
Auditing and enforcing data quality management in the context of enterprise information management
Maintaining and evolving metadata management for maximum business value
Anthony Giordano is an experienced executive with more than 25 years of global professional services experience in the information management field in the areas of business intelligence, data warehousing, customer relationship management, and program management. He has significant work experience in the financial services, life sciences, and automotive sectors. Mr. Giordano has functioned in various roles, including positions such as IBM Japan BAO Service Line Leader, Financial Services Practice Partner, and other consulting roles. He has extensive international experience in Australia, Thailand, Turkey, England, and living in Japan. Tony has been dedicated to implementing customer-focused business analytics and information management platform that deliver business outcomes. In his role at Merkle, Tony is responsible for the Technology Solutions Group, which defines designs, develops, and deploys the Foundation Marketing Platform's that Merkle's customer run their multi-channel campaigns and marketing analytics. Tony joins Merkle from IBM's Business Analytics and Optimization Practice, where he spent 18 years in a variety of senior-level positions. Most recently, Tony led IBM's BAO Japan Service Line. He also held IBM's BAO Global Leader for Banking and Financial Markets, Enterprise Information Management Service Line for North America, and Financial Services BAO Partner roles. Prior to IBM and PricewaterhouseCooper's, Tony held consulting roles in Oracle. Tony holds a Master of Business Administration degree from Wayne State University in Detroit, majoring in accounting, and a Bachelor of Business from Walsh College, majoring in Computer Information Systems. Tony is the author of Data Integration Blueprint and Modeling (IBM Press).
Preface xix
Acknowledgments xxii
About the Author xxiv
Introduction: Why Another Book on Information Governance? 1
What Is Not Working in Information Governance 2
Providing the "How" of Information Governance 3
Part I: Overview of Information Governance & Enterprise Information Management
Chapter 1 Information Governance & EIM Overview Governance 7
What Is Enterprise Information Management? 7
The Functions of EIM 8
Data Management: EIM's Technical Development and Management Discipline 9
What Is Information Governance? 10
The Information Governance Component Framework 10
Information Governance Organization Component 11
Data Stewardship Component 14
Data Quality Management Component 17
Metadata Management Component 23
Structural Metadata 26
Navigational Metadata 27
Privacy and Security Component 32
Information Life Cycle Management Component 34
Information Governance in the Context of EIM 35
Summary 36
End-of-Chapter Review Questions 37
Essay Question 37
For Further Reading 37
Chapter 2 Other Core EIM Functions 39
Transaction Processing Function 40
Business 101: Reviewing the Structure and Automation of the Business Model 40
Organizational Structure 40
MDM Function 47
What Is Master Data? 48
What Is Master Data Management? 48
MDM Architectural Patterns 49
Operational and Analytic Master Data Management Implementations 50
BI Function 51
Analytic Architectural Pattern 53
Data Warehouse Architectural Pattern 55
Information Governance Considerations 56
Data Integration Architectural Pattern 57
Big Data 60
An EIM View 62
Summary 62
End-of-Chapter Review Questions 64
Essay Question 65
Part II: Performing Information Governance Activities in EIM Projects
Chapter 3 Preparing the Information Governance Organization 69
Instantiating an Information Governance Organization 70
Step 1: Defining the Information Governance Organizational Structure 70
Step 2: Defining the CDO Role 71
Step 3: Defining the IGC 72
Step 4: Developing and Implementing a Set of Policies 73
Step 5: Defining the Data Stewardship Community 76
Information Governance Organizational Roles 77
IGC Roles 78
Data Stewardship Community Roles 79
Integrating Information Governance into Project Work 81
Integrating Information Governance into Ongoing Operations 86
Ongoing IT and Business Project Maintenance 86
Reporting and Information Audit 87
Information Governance Issues Management 88
Data Quality Audit 89
Data Quality Remediation 90
Information Security Audit 91
Regulatory and Compliance Audit 93
Summary 95
End-of-Chapter Questions 98
Essay Question 99
Chapter 4 Performing Information Governance Tasks in Transactional Projects 101
Performing IG on Custom Transaction Processing Projects 101
What Is the Agile Method? 102
Agile Custom Transaction Processing SDLC with Information Governance Activities 104
1. Iteration 0: Initiate Phase 105
2. Construction Iteration 109
3. Transition Iteration 122
Agile Custom Transaction Processing SDLC Method Review 124
Case Study: Applying the Agile SDLC with Information Governance Activities for a Claims Reengineering Project 124
Initiate Project Planning Considerations 125
Initiate Phase 126
Performing Information Governance on COTS Transaction Processing Projects 128
Information Governance Implications with COTS Packages 129
COTS Transaction Processing SDLC with Information Governance Activities 130
1. Business Blueprint Phase 130
2. Mapping and Construction Phase 143
COTS Transaction Processing SDLC Method Review 148
Case Study: Applying the COTS SDLC with IG Activities for a Finance Consolidation Project 148
Pharma Co's Finance Business Blueprint Phase Project Planning Considerations 150
Sample Pharmaceutical Finance Business Blueprint Phase 151
Summary 157
End-of-Chapter Review Questions 159
Essay Question 160
Chapter 5 Performing Information Governance Tasks in Master Data Management Projects 161
The Interrelationship of Master Data Management and Information Governance 161
Performing Information Governance on MDM Projects 163
Master Data Management Architectural Components 163
Prioritizing Master Data Management Project Iterations 165
Master Data Management Systems Development Life Cycle 166
MDM SDLC with Information Governance Activities 167
1. Master Data Management Strategy Phase 168
2. Master Data Management Architectural Blueprint Phase 173
3. Develop Master Data Management Program Phase 176
4. Base MDM Implementation Route Map 176
Master Data Management SDLC Method Review 201
Case Study 3: Pharmaceutical Customer MDM Project 201
Information Governance Considerations 203
Detailed Breakdown of the Information Governance Activities 203
Summary 208
End-of-Chapter Review Questions 208
Chapter 6 Performing Information Governance Tasks in Business Intelligence Projects 211
The Primary Focus of Information Governance in BI Projects 211
Information Governance Tasks in Business Intelligence Projects 213
Analytics-Driven Development: The Business Intelligence SDLC 213
Information Governance in BI Architectural Decisions 214
Applying Agile in Analytic Projects 216
Project Data Stewardship Requirements in a Business Intelligence Project 217
Business Intelligence SDLC with Information Governance Activities 219
1. Business Intelligence Strategy Phase 219
2 Analysis Phase 227
3. Logical Design Phase 234
4. Technical Design Phase 243
5. Build Phase 252
6. Deployment Phase 255
Business Intelligence SDLC Method Review 257
Case Study: Applying the BI SDLC with IG Activities for a Healthcare Company BI Project 258
Information Governance Considerations 259
Detailed Analysis Phase Breakdown of the Information Governance Activities 260
Summary 269
End-of-Chapter Review Questions 270
Essay Question 270
Chapter 7 Performing Information Governance Tasks in Life Cycle Management Projects 271
A Focus on Data Ownership and Definition 271
Information Life Cycle Management in EIM 273
Types of Data Retention Technology 275
Performing Information Lifecycle Management 278
ILM Tasks in the Development SDLCs 278
Proactive ILM Project SDLC 279
1. Information Life Cycle Management Strategy Phase 279
2. Information Life Cycle Management Define Phase 284
3. Information Life Cycle Management Implementation Phase 291
4. Information Life Cycle Management Monitor Phase 295
Proactive ILM SDLC Method Review 300
Information Life Cycle Management Renovation Project SDLC 300
1. Information Life Cycle Management Renovation Assessment Phase 301
2. Information Life Cycle Management Renovation Development Phase 305
3. Information Life Cycle Management Renovation Execution Phase 307
ILM Renovation SDLC Method Review 310
Case Study: Performing an ILM Renovation Project with a Proactive ILM Workstream 310
Information Governance Considerations 311
1. Legacy Claims Systems ILM Renovation Assessment Phase 313
2. ILM Renovation Development Phase 317
3. ILM Renovation Execution Phase 322
4. Information Life Cycle Management Monitor Phase 326
Summary 327
End-of-Chapter Review Questions 328
Essay Question 328
Chapter 8 Performing Information Governance Tasks in "Big Data" Projects 329
A Review of Big Data 329
Big Data Discovery 330
The Role of the Data Steward in Big Data Projects 331
The Big Data Paradox of Data Ownership 333
Big Data Control 333
Controlling Big Data Through the Intake Processes 334
Big Data Usage 339
Possible Big Data Usage Opportunities 339
New Patterns of Big Data Usage 340
A Life Cycle for Big Data 343
The Big Data SLC 344
The Big Data Project Data Steward 345
1. Big Data Discovery Phase 345
2. Big Data Control Phase 350
3. Big Data Usage Phase 355
Big Data Systems Life Cycle Method Review 362
Case Study: Leveraging Big Data for a Pharmaceutical Clinical Trial SLC 362
2. Clinical Research Big Data Control Phase 363
3. Clinical Research Big Data Usage Phase 366
Summary 366
Part II Review: Performing Information Governance Activities in Enterprise Information Management Projects 367
End-of-Chapter Review Questions 367
Essay Question 367
Part III: Performing Ongoing Information Governance Processes
Chapter 9 Information Governance Organization Operations 371
Internal Information Governance Council Operations 372
Information Governance Leaders 373
Information Governance Organization Stakeholders 374
Information Governance Organization Operations 376
Data Stewardship Community Operations 376
The Data Quality Organization Operations 377
Managing the Metadata Function 379
Managing the Information Security Function 381
The Expanding Role of Information Governance 382
Managing Enterprise Data Management 383
Integrating Master Data Management into the Information Governance Organization 386
Integrating Business Intelligence into the Information Governance Organization 387
Integrating Application Development into the Information Governance Organization 389
The Operational Aspect of Information Governance Policies 390
Creating Information Governance Policies 391
Creating or Enhancing Information Governance Policies 392
Information Governance Policy Enforcement Models 396
Case Study: Modifying the Healthcare Company's Information Governance Organization for HIPAA 397
Detailed Breakdown of the Information Governance Policy Change Activities 398
Summary 399
End-of-Chapter Review Questions 399
Essay Question 399
Chapter 10 Ongoing Data Stewardship Processes 401
Overview of Data Stewardship 401
The Mission of a Data Steward 402
The Structure of Data Stewardship Community 403
The Expanding Role of Data Stewardship in Project Work 405
Data Stewardship in General Project Work 405
Data Stewardship in Custom Development Transactional Project Work 407
Data Stewardship in Master Data Management Project Work 409
Data Stewardship in Business Intelligence Project Work 409
Ongoing Data Stewardship Operations 411
Data Ownership Administration 411
Data Stewardship Issue-Resolution Activities 413
Data Stewardship Data Quality Management Activities 415
Data Stewardship Metadata Management Activities 417
Information Life Cycle Management Audits 420
Information Security Audits 421
Operational Data Stewardship Within the Business Community 423
Case Study: Determining the Sales and Marketing Key Performance Measures for the Pharmaceutical Company 425
Summary 426
End-of-Chapter Review Questions 427
Essay Question 427
Chapter 11 Ongoing Data Quality Management Processes 429
Review of the Data Quality Management Processes 429
What Is Data Quality? 430
Review of the Data Quality Framework 430
Data Quality Life Cycle 434
The Define Phase 436
The Audit Phase 445
The Improve Phase 452
Data Quality Remediation Life Cycle 454
1. Data Quality Remediation Solution Outline Activity 454
2. Data Quality Remediation Design Activity 457
3. Data Quality Remediation Build Cycle Activity 459
4. Data Quality Remediation Deployment Activity 460
Case Study: The Healthcare Company's Data Quality ICD-10 Compliance 461
1. ICD-10 Data Quality Remediation Solution Outline Activity 462
2. ICD-10 Data Quality Remediation Design Activity 464
3. ICD-10 Data Quality Remediation Build Cycle Activity 465
4. ICD-10 Data Quality Remediation Deployment Activity 466
Summary 466
End-of-Chapter Review Questions 466
Essay Question 467
Chapter 12 Ongoing Metadata Management Processes 469
Overview of Metadata 469
Metadata Management 470
Categories of Metadata 472
Users of Metadata 478
The Evolution of Metadata 478
The Growing Importance of Metadata 479
Metadata Management Administration in Information Governance 480
Metadata Capture Phase 481
Metadata Usage Phase 485
Metadata Maintenance Phase 487
The Metadata Repository 488
Determining Metadata User Repository Requirements 488
Metadata Repository Administration 489
The Metadata Management Administrator 490
Metadata Management Repositories: Build Versus Buy 491
Implementing a Metadata Management Environment 492
1. Metadata Management Implementation Solution Outline Activity 492
2. Metadata Management Implementation Design Activity 494
3. Metadata Management Development Design Activity 497
4. Metadata Management Deployment Design Activity 498
Case Study: Healthcare Company's Metadata Management 499
Summary 502
Part III Review: Performing Ongoing Information Governance Processes 502
End-of-Chapter Questions 503
Essay Question 503
Appendixes
Appendix A Organizational Change Management in Information Governance 505
The Importance of Organization Change Management in Information Governance 505
Information Governance Organizational Transition Challenges 507
Information Governance Implementation Anticipated Challenges 508
Organizational Challenge Recommendations 510
Performing Change Management in Information Governance 513
1. Change Management Analysis Activity 514
2. Change Management Design Activity 515
3. Change Management Development Activity 516
4. Change Management Deployment Activity 517
Summary 517
Appendix B Chapter Exercise Answers 519
Appendix C Enterprise Information Management Systems Development Life Cycles 543
1. Transactional Processing SDLCs with Information Governance 543
1.1 Agile Custom Transaction Processing SDLC with Information
Governance Activities 543
1.2 Case Study 1: Healthcare Company Claims Reengineering Project 554
1.3 COTS Custom Transaction Processing SDLC with Information Governance
Activities 561
1.4 Case Study 2: Pharmaceutical Company COTS Finance Consolidation Project 564
2. Master Data Management SDLC with Information Governance Activities 579
2.1 Case Study 3: Pharmaceutical Customer MDM Project 586
3. Business Intelligence SDLC with Information Governance Activities 590
3.1 Case Study 4: A BI Environment for the Healthcare Company 598
4. Information Lifecycle Management (ILM) SDLCs 610
4.1 Proactive ILM SDLC 611
4.2 ILM Renovation Project SDLC 613
4.3 Case Study 5: The Healthcare Company Legacy Claims
Systems Renovation 614
5. Big Data SDLC 616
5.1 Big Data SLC 616
5.2 Case Study 6L The Pharmaceutical Company Clinical Research Big Data Project 617
Appendix D Glossary of Information Governance Terms 619
Appendix E Case Study Models 623
Index 627
| Reihe/Serie | IBM Press |
|---|---|
| Verlagsort | Armonk |
| Sprache | englisch |
| Gewicht | 1 g |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Unternehmensführung / Management |
| ISBN-10 | 0-13-338564-7 / 0133385647 |
| ISBN-13 | 978-0-13-338564-9 / 9780133385649 |
| Zustand | Neuware |
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