2011 IM Symposium Template - 2014 Information Management

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Agile Approach to
Information Strategy and
Data Governance
Information Strategy and
Data Governance
WHY?
Purpose:
• To better understand how data and
information management impacts
corporate revenue, costs, and risk
2
Information Strategy and
Data Governance
Goal:
• Use our data to drive growth, quality, and
affordability
Initial measurements for success:
• Unclear (Activities taking place, but little
consensus and even less transparency)
3
Information Strategy and
Data Governance
Objectives:
• Provide approved consumers easy access to
our data
• Rapidly integrate data from other sources
• Ensure data security and integrity
• Ensure the integrity of our data storage
systems and applications
• Support the needs of key, strategic
capabilities
• Promote consistency and clarity across data
subject
area domains
4
Recommendations
• Data governance and quality
• Business glossary and metadata
management
• Application portfolio management
• Trusted information hub
• Project methodology for data integration
• Disconnect business logic from hard-coding
into applications or desk-top assets
• Employ root cause problem-solving
disciplines
5
Information Strategy and
Data Governance
Critical success elements to mature:
•All HealthNow data elements assigned
governance/stewardship at the operational,
system, and reporting/analytical levels (Data
Governance & Data Quality framework)
•All information assets have governed terms
and definitions and a published metadata map
to illustrate data lineage (Business Glossary &
Metadata Definitions to publish)
•Grow into Policy based on business-driven
deliverables
6
Payback
•
•
•
•
•
•
•
•
Hard dollar gains
Data reuse efficiencies
Reduced maintenance costs/business risk
Faster time to market - opportunity cost
Rationalize application/database portfolio
Empowered, less-stressed employees
Improved customer experience
Identify revenue reclamation vs. data
manipulation/report generation
7
Actions
•
•
•
•
•
Arrange key staff training
Organize trusted information hub
Complete first-pass consolidation roadmap
Appoint data stewards and data governors
Disassociate business logic from key
business subject areas
• Implement performance management tools
• Communicate information strategy
throughout company
8
Data Governance & Quality
Frameworks
• 2012 – Identify and acknowledge existing data
stewards and governors
• 2013 – Empower and enable the data
stewards and governors with process and
technology accelerators
• 2013 - Data quality and performance metrics
visualized on scorecards
– Scorecards based on bottom-up tactical
considerations (e.g. data extract speed to market)
and top-down strategic drivers (e.g. Grow customer
retention while reducing costs)
9
Questions?
10
Scoped Deliverable
• Centralize a trusted data set for reporting &
analytics.
• Settled Medical Claims was chosen to assist
financial claim analytics.
• Existing mainframe generated flat file was
dimensionally modeled and made available to
all analysts
• Field elements were given business
appropriate terms and source->target
definitions (functional & technical)
11
Data Quality Scorecard for Improved Results
Monitor data quality
Identify problems,
cleanse data
Line of
Business Manager
Cleanse data
Shared
repository
Data
Stewards
IT
Developers
12
Scorecards/Trends for
Line of Business Managers
Browser-Based
Scorecards
• View and share
• Drill down to detailed
records
• Take action to reduce
impact on business
• Monitor quality through
trending and alerts
Line of Business
Manager
13
Settled Medical Claims Analytics
• Supports end-user tools (Cognos, SAS, SQL).
• Balancing routines to General Ledger.
• Quality Scorecards enforcing Source->Target
success
• Built off of trusted source for medical claim
financials
• Provides opportunities for scaling and
replacement
• Business terms & definitions governed by
business stakeholders
• Incrementally developed in an agile framework
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Information Strategy & Data
Governance: Multi-Year Program
Consensus  Policy  Publish
Continuous monitoring and improvement
Maintaining engagement and momentum
Research and Development as standard
practices (Prove, Prototype, Implement)
• Iteratively grow an Information Ecosystem
that satisfies multiple consumer needs
while being minimally tethered to a single
system or source
•
•
•
•
15
Questions?
16
Thank You
George Yuhasz
Director, Data Process and Governance
yuhasz.george@healthnow.org
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