Business and IT Collaboration through Data Stewardship at ...

Business and IT Collaboration through Data
Stewardship at Canadian Tire
Linda Mozewsky, Information Resource Manager
Mark O’Gorman, Enterprise Data Architect
CTC Enterprise IT
December 2006

• Canadian Tire Story
• Data Stewardship
• Data Ownership
• Data Architecture
• Data Principles
Agenda
• Information Management Context
• Success Stories and Lessons Learned
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Canadian Tire Today
465 stores 4MM+ accounts 61 stores
328 stores 262 gas bars
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We are Unique in the Marketplace
Unique business platform of
inter-related businesses
Brand recognition
and trust
Canadian Tire ‘Money’
loyalty program
Unique formats,
products and services
Reach and scale
Real estate
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• External Drivers
Drivers for Data Stewardship
PIPED Act (Applies to retail organizations January
2004)
CEO and CFO Certification (Bill 198)
• Internal Drivers
Ensure decisions are based on accurate facts (single
version of the truth)
Optimize employee productivity
Minimize potential for inconsistencies in data
Reduce system development and maintenance costs
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Structure of Data Stewardship
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Mission Statement
• Data Stewardship is a business-enabling team
that directs and advises data owners and
information consumers on the most appropriate
and effective use of enterprise data assets in order
to maximize enterprise business and shareholder
value.
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Responsibilities
• Data Stewards’ Responsibilities include:
Maintain a focus on continuous improvement of data
quality, integrity and consistency
Create awareness of current data quality issues and
impacts within the functional area from an enterprise
perspective
Maintain an understanding of, advocate and
communicate data management principles and
standards
Act as liaison for their respective business area
Ensure appropriate data access and use
Act as the single point of contact for information
needs and issues
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Value of Data Stewards
• The value Data Stewards bring to the organization
include:
Provide expertise, guidance, methodologies and
models to cultivate a common understanding of
enterprise data assets
Support CTC policies related to data and information
management
Improve decision-making and reporting
Improve data quality by advising on definitions and
standards
Assist customers in the business and IT in defining
data content, specifications, and understanding
information risks
Protect the privacy and confidentiality of data
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Focus for First Year
• Established governance structures
Data Advisory Committee
Escalation Procedures
• Established the identity of Data Stewards
Logo
Mission Statement
Role and Responsibilities
• Communication
Spreading the Word
• Increased complement of Data Stewards
• Developed data issue log and process
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Focus for Second Year & Beyond
• Promote Data Quality
Definitions
Measurement Methodology
Communication
• Increased Involvement in Projects
• Establish Communication Vehicles
Quarterly Bulletins
• Strengthen processes & procedures
• Continue to increase the complement of Data
Stewards
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Addressing the Ownership Question
PILOT Business Data Management Framework
Who is allowed to make which decisions?
Set Enterprise information framework:
•Vision / mission / values
Vision
•Policies & Guiding Principles
Enterprise Executive Owner
•Strategies like BI, Meta Data. Master Data Mgmt
Enterprise
Set subject area:
•Enterprise-wide view
•Strategy, Objectives, Priorities, Resources
`
Strategy
Executive Data Owner
Division Subject Area
Define/maintain Entity process and usage:
•Data Lifecycle (create, maintain, purge)
Design
•Data definitions and validity rules
Business Data Owner
•Security (access, usage, legal, privacy)
Process Entities
•Quality
Execute according to design
•Maintain quality
•Approve security access
Major Function
Operate
Business Data Manager
Data
CFOs / CIOs
Generally VP Level
Generally Director Level
Delegation from Business
Data Owner
Generally Manager
Level
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Data Architecture Services
• Strategy and Program Planning
• Information Needs Analysis
• Business Data Knowledge Capture
• Data Designs
• Data and Information Management
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Purpose of Data Principles
• Data Principles are a framework for decisionmaking
and guide behaviours related to information
management
• Data Principles are applied:
to the use and deployment of all resources
across the enterprise
to bring a business point-of-view to IT decisions
to provide a common vocabulary for guiding project
teams
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How Data Principles were Developed
• Based on research of industry best practices
• Updated or augmented to CTC culture,
environment and needs by Data Architecture
• Refined through Enterprise Architecture review
• Validated and updated based on CTC experience
by Data Stewards
• Supported by Data Stewards
• Reviewed and aligned with Security efforts through
Security and Risk Management groups
• Shared with CTFS and MWW
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How Data Principles are Used
Policy Makers:
to provide best practice
support and alignment
to standards
Review Boards: to raise visibility to
value, costs and risks
of decisions
Architects: as a framework for standards
development
Projects:
to understand value and data
management effort
Data Stewards:
to assist with resolving
data issues
Principles are
interrelated and
need to be
applied as a set
Principles often
require striking
an appropriate
balance among
principles
Principles must be
considered in the
context of "all
other things being
equal."
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Information Management Context
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Success Stories
• Embracing data quality measurement methodology
• Developed Business Data Management
Framework to define levels of ownership
• Contributing to a meta data repository
• Developed Data Principles
• Establishing common definitions
• Examples of Data Issue Resolutions
Establishing a single source
Handling a group of data issues that are similar and
involve the same stakeholders to identify root causes
of problems and work together for remediation
Resolving reconciliation issues
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Wins, Challenges, Lessons Learned
• Collaboration of Business and IT
• Organizational Change Management
• Commitment needed at all levels
• Walk before you run
• Manage by collaboration, not by mandate
Limited decision-making and enforcement authority
• Never underestimate the time required to reach
consensus
• Continually advertise the value Data Stewards
have brought to the organization
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Contact Information
• Linda Mozewsky, Information Resource Manager
Linda.Mozewsky@cantire.com
• Mark O’Gorman, Enterprise Data Architect
Mark.OGorman@cantire.com
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