the art of implementing data lineage

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DataManagementReview.com

September 29, 2016

The art of implementing data lineage

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September 29, 2016

Welcome to A-Team Group’s webinar:

The art of implementing data lineage

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September 29, 2016

Moderator:

Sarah Underwood, Editor, A-Team Group

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September 29, 2016

Panel Member: Jesse Canada*, Vice President of Business Metadata, Rules, and Reference Data Management, Citizens Bank

Areas of Expertise:

• Defining innovative metadata solutions for proficient problem solving, demonstrating value added business results, and supporting the enterprise programme

• Integrating metadata into day-to-day business processes by changing attitudes and behaviours related to data use and understanding

• Identifying metadata processes for Hadoop and Big Insights to ensure seamless data usability for stakeholders

* Any comments made by Jesse Canada on the webinar are her own personal views and not those of Citizens Bank

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September 29, 2016

Panel Member: Sue Habas, Vice President, Strategic Technologies, ASG

Areas of Expertise:

• Worked to structure and drive enterprise metadata/data governance programmes

• 18 years’ experience working with metadata, both client and customer side

• Responsible for launching and guiding ASG’s Enterprise Data Intelligence solutions

• Vertical experience including financial, insurance, healthcare, manufacturing and e-commerce

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September 29, 2016

Panel Member: Yetkin Ozkucur, Global Practice Vice President for Data Intelligence, ASG

Areas of Expertise:

• Worked to structure and drive enterprise metadata/data governance programmes

• 15 years’ experience working with metadata • Designed and delivered many projects with a wide range

of clients including financial, insurance, healthcare, manufacturing and e-commerce

• Responsible for the delivery of the ASG Enterprise Data Intelligence solution

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September 29, 2016

What exactly is meant by data lineageKey business use cases for data lineageClient projects in the banking sectorSecuring buy-in for implementation projectsMilestones to reach successful implementationHow firms are using data lineage to respond to enquiriesAdvice on approaches to tracking data lineage A 10-step process to implementing data lineage

Talking Points

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September 29, 2016

Can you give us a definition of data lineage as it applies to data management?

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September 29, 2016

What is data lineage? A critical supply chain

App-File-Field Transform Rule DB-Tab-Col Calculation

RuleUniverse-Rep-

Field

Data Supply Chain

Customer/Patient/Event

Business Terms

Policies

Critical Data

Elements

Business Traceability

E2E Data Driven Lineage

Verti

cal B

usin

ess

Con

text

D

riven

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September 29, 2016

The 5 W’s of Data Lineage Where and how data lineage

Who is using the data? What does it mean (data dictionary/glossary)? Where does it exist and where did it come from? When was it captured and how did it change over time? How is it being used and how is it related?

Backward Lineage Forward Lineage

Where Lineage• What is the Source?• Who is the Application

Owner?• What is the Quality?

How Lineage• Where are my CDE’s

going?• How is data being

Transformed?• What reports use them?

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Can you explain some of the key use cases for getting data lineage right?

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Can you describe client projects you’ve been working on to address data lineage?

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September 29, 2016

How do clients secure buy-in across their organisations for projects and budget?

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What were the benefits you used to secure that buy-in?

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What objections did you meet and how did you address them?

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What are the key milestones in a project plan to reach successful implementation?

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How long do projects typically take and what are the hold ups or complications that firms experience?

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What does a successful implementation enable an organisation to do that it couldn’t before?

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A couple of scenarios in which an organisation would need to track data lineage to respond to a regulatory or internal enquiry?

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What advice would you give to organisations figuring out their approach to tracking data lineage?

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Your 10-Step Process to Implementing Data LineageBelow is a checklist of the key elements you should use when planning any data lineage project.Preparation Phase

1. Always begin with the end in mind. Determine your goals, taking into account your regulatory requirements, the business critical reports you need, and the critical insights you’re seeking

2. Define your user types, which could include: risk analysts, auditors, business stewards, BI analysts, developers/IT or enterprise architects etc

3. Prepare for your data lineage project by identifying the critical data and source systems, creating data architecture diagrams, identifying application owners

4. Prepare manual baseline, describe the effort and quality of creating lineage manually

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September 29, 2016

Your 10-Step Process to Implementing Data LineageBelow is a checklist of the key elements you should use when planning any data lineage project.Execution Phase

1. Create the business terms, definitions and controls that surround the data and link it to the critical data

2. Use a tool to automate the pull of the data dictionary schema’s and ETL code in order to quickly and accurately find the true source of information

3. Validate the lineage. Identify gaps and remediate4. Roll out to end users. Visualization of the lineage. Provide views,

exports, and embed lineage in other tools

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September 29, 2016

Your 10-Step Process to Implementing Data LineageBelow is a checklist of the key elements you should use when planning any data lineage project.Subscribe to Survive

1. Automatic change detection and notification

2. Assign responsible users to be notified of any change to the critical lineage supply chain

This approach allows you to build out a reverse tracing methodology and base line for comprehensive and accurate end-to-end data lineage.

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September 29, 2016

Thank you to our sponsor

Contact:

Sue HabasVP of Strategic Technologies-Data Intelligence, ASG

Email: [email protected] Website: www.asg.com/intelligence

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September 29, 2016

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September 29, 2016

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September 29, 2016

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September 29, 2016

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the art of implementing data lineage

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