This blog is the 2nd in a series focused on reviewing the individual Components of a Data Strategy. This edition discusses the concept of data provisioning and the various details of making data sharable.
The definition of Provision is:
“Supplying data in a sharable form while respecting all rules and access guidelines”
One of the biggest frustrations that I have in the world of data is that few organizations have established data sharing as a responsibility. Even fewer have setup the data to be ready to share and use by others. It’s not uncommon for a database programmer or report developer to have to retrieve data from a dozen different systems to obtain the data they need. And, the data arrives in different formats and files that change regularly. This lack of consistency generates large ongoing maintenance costs and requires an inordinate amount of developer time to re-transform, prepare, fix data to be used (numerous studies have found that ongoing source data maintenance can take as much of 50% of the database developers time after the initial programming effort is completed).
Should a user have to know the details (or idiosyncrasies) of the application system that created the data to use the data? (That’s like expecting someone to understand the farming of tomatoes and manufacturing process of ketchup in order to be able to put ketchup on their hamburger). The idea of Provision is to establish the necessary rigor to simplify the sharing of data.
I’ve identified 5 of the most common facets of data sharing in the illustration above – there are others. As a reminder (from last week’s blog), each facet should be considered individually. And because your Data Strategy goals will focus on future aspirational goals as well as current needs, you’ll likely to want to review the different options for each facet. Each facet can target a small organization’s issues or expand to address a diverse enterprise’s needs.
This is the most obvious aspect of provisioning: structuring and formatting the data in a clear and understandable manner to the data consumer. All too often data is packaged at the convenience of the developer instead of the convenience of the user. So, instead of sharing data as a backup file generated by an application utility in a proprietary (or binary) format, the data should be formatted so every field is labeled and formatted (text, XML) for a non-technical user to access using easily available tools. The data should also be accompanied with metadata to simplify access.
This facet works with Packaging and addresses the details associated with the data container. Data can be shared via a file, a database table, an API, or one of several other methods. While sharing data in a programmer generated file is better than nothing, a more effective approach would be to deliver data in a well-known file format (such as Excel) or within a table contained in an easily accessible database (e.g. data lake or data warehouse).
Source data stewardship is critical in the sharing of data. In this context, a Source Data Steward is someone that is responsible for supporting and maintaining the shared data content (there several different types of data stewards). In some companies, there’s a data steward responsible for the data originating from an individual source system. Some companies (focused on sharing enterprise-level content) have positioned data stewards to support individual subject areas. Regardless of the model used, the data steward tracks and communicates source data changes, monitors and maintains the shared content, and addresses support needs. This particular role is vital if your organization is undertaking any sort of data self-service initiative.
This item addresses the issues that are common in the world of electronic data sharing: inconsistency, change, and error. Acceptance checking is a quality control process that reviews the data prior to distribution to confirm that it matches a set of criteria to ensure that all downstream users receive content as they expect. This item is likely the easiest of all details to implement given the power of existing data quality and data profiling tools. Unfortunately, it rarely receives attention because of most organization’s limited experience with data quality technology.
In order to succeed in any sort of data sharing initiative, whether in supporting other developers or an enterprise data self-service initiative, it’s important to identify the audience that will be supported. This is often the facet to consider first, and it’s valuable to align the audience with the timeframe of data sharing support. It’s fairly common to focus on delivering data sharing for developers support first followed by technical users and then the large audience of business users.
In the era of “data is a business asset” , data sharing isn’t a courtesy, it’s an obligation. Data sharing shouldn’t occur at the convenience of the data producer, it should be packaged and made available for the ease of the user.
One of the challenges in delivering successful data-centric projects (e.g. analytics, BI, or reporting) is realizing that the definition of project success differs from traditional IT application projects. Success for a traditional application (or operational) project is often described in terms of transaction volumes, functional capabilities, processing conformance, and response time; data project success is often described in terms of business process analysis, decision enablement, or business situation measurement. To a business user, the success of a data-centric project is simple: data usability.
It seems that most folks respond to data usability issues by gravitating towards a discussion about data accuracy or data quality; I actually think the more appropriate discussion is data knowledge. I don’t think anyone would argue that to make data-enabled decisions, you need to have knowledge about the underlying data. The challenge is understanding what level of knowledge is necessary. If you ask a BI or Data Warehouse person, their answer almost always includes metadata, data lineage, and a data dictionary. If you ask a data mining person, they often just want specific attributes and their descriptions — they don’t care about anything else. All of these folks have different views of data usability and varying levels (and needs) for data knowledge.
One way to improve data usability is to target and differentiate the user audience based on their data knowledge needs. There are certainly lots of different approaches to categorizing users; in fact, every analyst firm and vendor has their own model to describe different audience segments. One of the problems with these types of models is that they tend to focus heavily on the tools or analytical methods (canned reports, drill down, etc.) and ignore the details of data content and complexity. The knowledge required to manipulate a single subject area (revenue or customer or usage) is significantly less than the skills required to manipulate data across 3 subject areas (revenue, customer, and usage). And what exacerbates data knowledge growth is the inevitable plethora of value gaps, inaccuracies, and inconsistencies associated with the data. Data knowledge isn’t just limited to understanding the data; it includes understanding how to work around all of the imperfections.
Here’s a model that categories and describes business users based on their views of data usability and their data knowledge needs
Level 1: “Can you explain these numbers to me?”
This person is the casual data user. They have access to a zillion reports that have been identified by their predecessors and they focus their effort on acting on the numbers they get. They’re not a data analyst – their focus is to understand the meaning of the details so they can do their job. They assume that the data has been checked, rechecked, and vetted by lots of folks in advance of their receiving the content. They believe the numbers and they act on what they see.
Level 2: “Give me the details”
This person has been using canned reports, understands all the basic details, and has graduated to using data to answer new questions that weren’t identified by their predecessors. They need detailed data and they want to reorganize the details to suit their specific needs (“I don’t want weekly revenue breakdowns – I want to compare weekday revenue to weekend revenue”). They realize the data is imperfect (and in most instances, they’ll live with it). They want the detail.
Level 3: “I don’t believe the data — please fix it”
These folks know their area of the business inside/out and they know the data. They scour and review the details to diagnose the business problems they’re analyzing. And when they find a data mistake or inaccuracy, they aren’t shy about raising their hand. Whether they’re a data analyst that uses SQL or a statistician with their favorite advanced analytics algorithms, they focus on identifying business anomalies. These folks are the power users that are incredibly valuable and often the most difficult for IT to please.
Level 4: “Give me more data”
This is subject area graduation. At this point, the user has become self-sufficient with their data and needs more content to address a new or more complex set of business analysis needs. Asking for more data – whether a new source or more detail – indicates that the person has exhausted their options in using the data they have available. When someone has the capacity to learn a new subject area or take on more detailed content, they’re illustrating a higher level of data knowledge.
One thing to consider about the above model is that a user will have varying data knowledge based on the individual subject area. A marketing person may be completely self-sufficient on revenue data but be a newbie with usage details. A customer support person may be an expert on customer data but only have limited knowledge of product data. You wouldn’t expect many folks (outside of IT) to be experts on all of the existing data subject areas. Their knowledge is going to reflect the breadth of their job responsibilities.
As someone grows and evolves in business expertise and influence, it’s only natural that their business information needs would grow and evolve too. In order to address data usability (and project success), maybe it makes sense to reconsider the various user audience categories and how they are defined. Growing data knowledge isn’t about making everyone data gurus; it’s about enabling staff members to become self-sufficient in their use of corporate data to do their jobs.
Photo “Ladder of Knowledge” courtesy of degreezero2000 via Flickr (Creative Commons license).
I always find it interesting when people pile onto the company’s latest and most popular project or initiative. People love to gravitate to whatever is new and sexy within the company, regardless of what they’re working on or their current responsibilities. There never seems to be a shortage of the “bright shiny object” syndrome – you know, organizational ADHD. This desire to jump on the band wagon often positions individuals with limited experience to own and drive activities they don’t fully understand. The world of data governance is rife with supporters and promoters that are thrilled to be involved, but a bit unprepared to participate and execute. It’s like loading a gun and pulling the trigger before aiming – you’ll make a lot of noise and likely miss the target. If only folks spent a bit of time educating others about the meaning and purpose of data governance before they got started.
Let me first offer up some definitions from a few reputable sources…
“Data governance is a set of processes that ensures that important data assets are formally managed throughout the enterprise” (Wikipedia)
“The process by which an organization formalizes the ‘fiduciary duty’ for the management of data assets” (Forrester Research)
“…the overall management of the availability, usability, integrity, and security of the data employed in an enterprise” (TechTarget)
For those of you that have experience with data governance, the above definitions are unlikely to be much of a surprise. For the other 99%, there’s likely to be some head scratching. I actually think most folks that haven’t been indoctrinated to the religion of data have just assumed that data governance is simply a new incarnation of yesterday’s data quality or metadata discussion. That probably shouldn’t be much of a surprise; the discussion of data inaccuracy and data dictionaries has gotten so much air time over the past 30 years, the typical business user probably feels brainwashed when they hear anything with “data” in the title. I actually think that Data Governance may win the prize for being among the most misunderstood concepts within Information Technology.
Data governance is a very simple concept. Data Governance is about establishing the processes for accessing and sharing data and resolving conflict when the processes don’t work.
A Data Governance initiative is really about instilling the concept of managing data as a corporate asset. Companies have standard methods and processes for asset management: your Procurement group has a slew of rules and processes to support the purchasing of office supplies; the HR organization has rules and guidelines for hiring and managing staff; and the finance organization follows “generally accepted accounting principles” to handle managing the company’s fixed and financial assets. Unfortunately, what we don’t have is a set of generally accepted principles for data. This is what data governance establishes.
The reason that you see the term process in nearly every definition of data governance is that until you establish and standardize data related processes, you’ll never get any of the work done. Getting started with data governance isn’t about establishing a committee – it’s about identifying the goals and identifying the policies and processes that will direct the work activities. You can’t be successful in managing an asset if everyone has their own rules and methods for accessing, manipulating, and using the asset. This isn’t rocket science – geez – the world of ERP implementations and even business reengineering projects learned this concept more than 10 years ago.
The reason to manage data as a corporate asset is to ensure that business activities that require data are able to use and access data in a simple, uniform, consistent manner. Unfortunately, in the era of search engines, content indexing, data warehouses, and the Cloud, finding and acquiring data to support a new business need can be painful, time consuming, and expensive. Everyone has their own terms, their own private data stash, and their own rules dictating who is and isn’t allowed to access data. This isn’t corporate asset management– this is corporate asset chaos. A data governance initiative is one of the best ways to get started in managing data as a corporate asset.