Prescriptive Path Introduction

Instructor:

Lowell Fryman, Practice Principal & Capability Manager

Objectives:

  • Outline the Prescriptive Path steps
  • Explain the objective of each step
  • Summarize the key capabilities of each step

Description:

This course presents an overview of the Prescriptive Path, steps one-ten. Each step contains objectives, identification of the key roles involved in the step, the notable prerequisites, the use case, the Collibra applications that maybe involved, and the key capabilities and activities that can help you achieve implementation of that step. The sequencing of the steps will also be addressed. Most users will not start at step one and progress through ten. Your team may skip a step here or there, but it’s important to address all of the steps at some point in time to improve your adaptability and maturity. The steps categorize the progression from strategy to review of your strategy and capturing all of your assets and activities in between.

Steps One and Two: Governance Foundation and Prioritize

Instructor:

Lowell Fryman, Practice Principal and Capability Manager

Objectives:

  • Originate data strategy, principles and structure
  • Assess scope, controls and change management processes
  • Plan alignment between data governance and business programs

Description:

In this course, we begin with step one of the Prescriptive Path, the governance foundation. The objective of the foundation step is to establish the data strategy, guiding principles, organizational structure, roles, responsibilities and basic policies. The second step of the Prescriptive Path is to prioritize the use cases, key performance indicators and metrics applied in the governance iteration implementation. This process establishes the scope of the implementation. Generally, our customers start with a use case that has been identified as high priority. The objective is to gain better alignment between the data governance program and the business programs that have the need, or most urgent need, for governance to ensure that we’re aligned with our business processes.

Steps Three and Four: Define and Link

Instructor:

Lowell Fryman, Practice Principal and Capability Manager

Objectives:

  • Develop a business term glossary
  • Propose the operating model and data ownership
  • Create data lineage

Description:

The third step of the Prescriptive Path is to define the business assets or business terms that are involved, establish your operating model, engage the organization, and get people excited about data governance. Link is the fourth step of the Prescriptive Path and applies to creating data lineage that helps our data consumers find, understand, and trust their data. The intent of the step is to identify the IT data assets that are in scope, link those to the business assets that we chose in the Define step, and create lineage and traceability to improve understanding and usage of those assets.

Steps Five and Six: Quality and Publish

Instructor:

Lowell Fryman, Practice Principal and Capability Manager

Objectives:

  • Determine data quality requirements
  • Choose quality metrics, control processes and integration
  • Develop data or report catalog

Description:

The fifth step of the Prescriptive Path is Quality. This step involves determining the quality requirements for critical business and IT assets that have been established. Publish is the sixth step of the Prescriptive Path. This step involves publishing the data or report catalog for your consumers so they can find, understand and trust the data much easier.

Steps Seven and Eight: Reports and Data Sharing Agreements

Instructor:

Lowell Fryman, Practice Principal and Capability Manager

Objectives:

  • Compare business terms and system metadata to key metrics
  • Prioritize certification of metrics
  • Establish request and approval processes for cross-functional data sharing and data usage

Description:

The seventh step of the Prescriptive Path addresses Report and Calculation Stewardship. This step is included to emphasize the importance of governing your metrics. The metrics are key, and you need to govern those metrics, steward them well and get them approved. The eighth step of the Prescriptive Path is Data Sharing Agreements. This step involves creating data sharing agreements so your consumers can establish request and approval processes for cross-functional data sharing and data usage. We will need to ensure we recognized all consumers of data and ensure quality fit-for-purpose. The goal is to reduce redundant effort, redundant data storage, and non-compliant data use by streamlining how data must be used and shared cross-enterprise.

Steps Nine and Ten: Reporting and Aligning to Value

Instructor:

Simon Hankinson, Financial Services Market Manager

Objectives:

  • Assess progress and value
  • Revise roadmap
  • Recommend data to be governed

Description:

The ninth step of the Prescriptive Path addresses Reporting Value. Reporting value is about stakeholder engagement, so before we start governing data we want to have alignments and agreements on what will be the value of governing that data. The tenth and final step involves prioritizing the data the matters to the organization, with a focus on value. While every organization has massive amounts of data, not all data is equal. This framework is very good at explicitly tying the data that we’re going to govern back to strategy and engaging the right stakeholders on the business side, as well as within processes that we need to have engaged to have a successful governance program.

Business User: Data Intelligence Adoption

Instructor:

Zachary Hofmann, Technical Trainer

Objectives:

  • Interpret an asset’s traceability diagram to view its relations to other assets
  • Classify an issue related to an asset and propose a new asset’s creation
  • Show an asset’s validation and certification status

Description:

We will demonstrate some common practices that an everyday business user might experience when they’re browsing within the Collibra Platform. We’re going to be demonstrating the role of a business analyst who’s been tasked by their CDO in order to find a report that depicts the usage of the Collibra Platform within the last year, broken down by unique visits, visit frequency, and feature usage. We’ll begin by using the Collibra On-the-Go App in order to search for assets. Once we’ve found the asset, we’re going to inspect and modify its traceability diagram to view its relation to other assets. We’ll then identify an issue related to that asset and propose a new asset creation, and then we’ll wrap up by determining the asset’s validation and certification status.

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