DataDelta Master Data Management (MDM) Workshop

Session 6:
MDM Project Planning

Aaron Zornes Ed Allburn

Chief Research Officer President & CEO
The CDI-MDM Institute DataDelta, Inc.
aaron.zornes@tcdii.com allburn@datadelta.com

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4 Key Planning Questions

1. Who owns your MDM initiative?

• Business or IT?
• Specific Executive Sponsor

People Process Technology Data Education

2. Where are y
you now?
3. Where are you going?
4. How are you getting there?
• Scope
• Timing
• Funding

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Who owns your MDM initiative?

Business or IT?
• Temptation to treat MDM as “just another IT project”
• But most successful MDM project are “owned” by Business
• Key justification is that MDM needs business context to succeed
• Funding should come from the owner (or else do they really own it?)

Specific Executive Sponsor

• MDM projects often need “tough love” at some point
• Sponsorship can not be symbolic or passive, must be active
• USE your sponsor!
– “I’d
I d like a meeting
meeting…” – WRONG!
– “On behalf of the office of the Chief Marketing Officer, I’m scheduling a
meeting…” – RIGHT!

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Where Are You Now?

• People – staffing, skills, SI & vendor relationships, etc.

• Process – data governance, conflict resolution, etc.

• Technology – major enterprises often have several, competing

technology
tec o ogy co
components
po e ts a
already
eady in-house
ouse o
owned
ed by ddifferent
ee t
departments/Lines of Business, etc.

• Data – You
D Y may h have excellent
ll d
data quality
li at the
h ddepartment or
operational level, but you do not have good data quality at the
enterprise level (“oh, we don’t really use that field…”)

• Education – Success requires proactive expectations management

which is based on strong grounding of MDM education
education.

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Where Are You Going?

Establish clear, visible & measurable goals:

• People
• Process
• Technology
• Data
• Education

Measure Your Progress

• Everyone needs encouraging & realistic feedback
• Establish appropriate forums & audiences for reporting progress (not
just “hallway
hallway meetings”)
meetings )

Take Credit for your success!

• Everyone likes to be part of a success story…
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How Are You Going To Get There?

Scope Timing Funding

P
People
l
Process
Technology
Data
Education

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Emerging Implementation Issues

CDI-MDM Urgency detracting from Data Fundamentals:

• Strong pressure & focus to quickly start CDI mechanics

Data Quality
• CDI-MDM focus causing DQ shortcuts & afterthoughts
• Treat all data same vs treat different data differently
y

Record Match Accuracy

• Goals
G l – Business
B i U
User Di
Direction
ti vs “Y
“You (th
(the vendor)
d )T Tellll U
Us””
• Logic – “On-Going Refinement” vs “Static”
• Results - "Full
Full Refresh"
Refresh vs "On-going
On going Incremental
Incremental"
• Accuracy - "Don't Ask, Don't Tell“ vs True Due-Diligence
• 3rd-Party Review – Increasing Interest & More Resistance
– “We can audit our results ourselves…”
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Common Factors of Success

• Strong, active executive support

• Long-term (5-10yr) strategy
• Early Rigorous Data Governance
Early,
• Narrowly focused, phased implementations
– N
No “Bi
“Big B
Bang”” projects
j t ththatt ttry to
t “boil
“b il th
the ocean”” b
before
f
showing tangible, valuable results
• On-going
On going communication & education
• Take credit for your success
– And leverage that success to win more funding &
support for the next phase

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Session End

Questions & Answers

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