Performing Information Governance: A Step-by-step Guide to Making Information Governance Work

Performing Information Governance: A Step-by-step Guide to Making Information Governance Work

By: Anthony David Giordano (author)Paperback

Special OrderSpecial Order item not currently available. We'll try and order for you.

Description

Make Information Governance Work: Best Practices, Step-by-Step Tasks, and Detailed Deliverables 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

About Author

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).

Contents

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

Product Details

  • ISBN13: 9780133385656
  • Format: Paperback
  • Number Of Pages: 672
  • ID: 9780133385656
  • weight: 1050
  • ISBN10: 0133385655

Delivery Information

  • Saver Delivery: Yes
  • 1st Class Delivery: Yes
  • Courier Delivery: Yes
  • Store Delivery: Yes

Prices are for internet purchases only. Prices and availability in WHSmith Stores may vary significantly

Close