Roadmap

Drive Successful
Business Outcomes
With Data, Analytics
and AI
Driving tangible business outcomes Gartner Data and Analytics Strategy and Operating Model
using data (DASOM) Framework

Data, analytics and AI strategies are critical to achieving and scaling business
outcomes today. The acceleration of generative AI has heightened the need Stakeholder D&A
Drivers Ecosystem
for chief data and analytics officers (CDAOs) to clearly articulate how data will Outcomes Ecosystem
deliver tangible value to the enterprise and its business strategy.
Data-Driven Capabilities
Data-Driven Capabilities Delivery
Delivery Model
Vision and
Vision and Deficits Model
Deficits
By 2026, the CDAO’s ability to deliver data and AI literacy, Stakeholder
Value Architectures
Architectures
culture change and a skilled workforce will be a top 3 Outcomes
Propositions
determining factor in supporting business strategy.

The findings of the 2024 Gartner Chief Data and Analytics Officer Survey
Data-Driven Vision Ecosystem
show that CDAOs need to increase collaboration with peer executives and
Decisions
the C-suite, communicating value stories, delivering impactful governance Vision and Business Culture and
Assets Governance and
Leadership Transformation Change
and learning through doing. Processes
Drivers Architectures
Delivering data and AI literacy, AI readiness, culture change and a skilled Societal,
Design
workforce will all be key to how D&A strategy supports business strategy. Business and Internal Technology
Patterns
Principles Technology
Industry
Stakeholder Outcomes Delivery Model

Delivery
Goals and Value Portfolio Organization
Models and Roadmap
Metrics Propositions Management and People
Funding

Source: Gartner

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3 key questions as you phase the development of strategy
for D&A and AI, and prioritize your initiatives

1 Is the scope of the initiative strategic,

operational or governance? What are the key stages?
This roadmap shows the sequence of objectives and desired outcomes

2
and is useful for aligning all stakeholders. It’s distilled from interactions
 hat are the key stages and activities
W with clients who have successfully implemented data, analytics and AI
of a data, analytics and AI initiative? initiatives.

The full roadmap details actions, milestones and resources for each

3
stage of your initiatives (see examples by phase).
 hich leaders and teams need
W
to be involved?

Create D&A and AI Establish Operating Cultivate Culture and D&A Value Refine and
Vision Strategy Framework Establish Governance Management Progress

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 Create D&A and AI Establish Operating Cultivate Culture and D&A Value Refine and
Vision Strategy Framework Establish Governance Management Progress

Create vision and strategy

Key outcome: Stakeholder buy-in for data, analytics and AI program

Actions to take Sample of associated Gartner resources

• Research: How to Craft a Modern, Actionable

Data and Analytics Strategy That Delivers
U
 nderstand key business Position data as a key Optimize and select an
Business Outcomes
priorities, and how data, enterprise asset, and optimal portfolio of D&A
analytics and AI assets deliver evangelize how it can and AI investments • Expert inquiry: Engage with an expert on IT Score
business value. be monetized for digital assessing risk, opportunity, feedback and planning.
transformation. appetite and return (ROAR). • Phone consultation: Draft an action plan and
agree on engagement steps.

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 Create D&A and AI Establish Operating Cultivate Culture and D&A Value Refine and
Vision Strategy Framework Establish Governance Management Progress

Establish operating framework

Key outcome: Balanced operating model

Actions to take Sample of associated Gartner resources

• Research: A Generative AI Playbook for CDAOs

• Expert inquiry: Discuss the operating model.
Identify the roles and Cultivate data and AI literacy Develop data science
competencies, and target the across business and IT and advanced analytics • Phone consultation: Discuss methods, tools and
operating model needed to stakeholders. capabilities. characteristics of a modern operating model.
create a data-driven and AI- • Conference: Attend Gartner Data & Analytics
Leverage innovations like AI
ready organization. Summit or join Gartner Peer Community™.
and machine learning (ML)
to create and sustain
business value.

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 Create D&A and AI Establish Operating Cultivate Culture and D&A Value Refine and
Vision Strategy Framework Establish Governance Management Progress

Cultivate culture and establish governance

Key outcome: Data-driven culture and business-oriented practices for
adaptive D&A governance

Actions to take Sample of associated Gartner resources

• Research:
– Quick Answer: How Are AI Literacy and Data
Assess current data and Set up governance initiatives Identify trends, assess impact
AI literacy levels, devise with associated structure, on enterprise, and harness Literacy Related?
curriculum and identify roles, process and practices their value to accelerate – 7 Must-Have Foundations to Build a Modern
project opportunities to driven by outcomes. initiatives like AI legislation Data and Analytics Governance Program
develop staff. and ethics.
• Expert inquiry: Apply adaptive D&A governance
and implement outcome-based governance best
practices.
• Phone consultation: Discuss progress and
suggested next steps.

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 Create
Create
D&A
Vision
and AI Establish Operating Cultivate Culture and D&A Value Refine and
Vision
and Strategy
Strategy Framework Establish Governance Management Progress

D&A Value Management

Key outcome: Demonstrable value from D&A investments and products

Actions to take Sample of associated Gartner resources

• Expert inquiry: Create a narrative linking data,

Integrate D&A and AI Create a prioritized portfolio Evaluate D&A and AI portfolio analytics and AI initiatives to business outcomes
capabilities of digital of D&A and AI investments value contribution, refine and goals; present to leadership to get stakeholder
business platforms and and track the value delivered. priorities and communicate buy-in and necessary resources backing.
ecosystems to support value to stakeholders. • Phone consultation: Discuss removal of the most
enterprise growth, speed critical roadblocks by delivering exceptional
and agility. business outcomes.
• Conference: Attend Gartner Data & Analytics
Summit and CDO Circle.
• Research: How to Communicate Value in the
Languages of Data and Analytics, Finance and
Business Outcomes

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 Create D&A and AI Establish Operating Cultivate Culture and D&A Value Refine and
Vision Strategy Framework Establish Governance Management Progress

Refine and progress

Key outcome: Enhanced data, analytics and AI maturity + continuous improvements

Actions to take Sample of associated Gartner resources

• Research: Repeat self-assessment of maturity

from IT Score for Data & Analytics.
Track metrics and seek Reassess D&A and AI strategy Devise new enterprise
feedback to assess in light of emerging trends processes, roles and skills; • Expert inquiry: Revisit IT Score feedback and
and improve program like data fabric and mesh, IoT, plan informed maturity, planning.
effectiveness. GenAI, ML, etc. culture and risk appetite. • Phone consultation: Review progress and discuss
next steps.
• Facilitated networking: Explore peer network
for an understanding of frameworks and trends
important for D&A leaders.

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Who needs to be involved?
The most successful companies establish cross-functional teams for their data, analytics and AI initiatives.
We have outlined the recommended functions to involve and their roles to ensure the best success in hitting the milestones.

Mission-critical team members

CDAO & Team CFO Software Engineering Leaders & Team

Build the foundation for the management, measurement Works with the CDAO to modernize D&A budget Design, develop and implement data services, data
and monetization of D&A assets to create a data-driven and processes to ensure optimal allocation of resources, track pipelines and event-based data storage. They work
data-literate culture, and champion business-led governance and report D&A cloud spend at the workload level, link closely with the CDAO and their teams to deliver data-
and risk by co-chairing the D&A governance steering group specific workloads or projects to budget line items, and driven applications.
and to facilitate D&A governance decision rights. introduce financial operations as an interactive discipline.

CIO Enterprise Architecture & Technology Sourcing Procurement & Vendor

Creates a collaborative working structure with the CDAO Innovation Leader Management Leader
with clear responsibilities for each. The CIO needs to partner Demonstrates business impact by investing in a modern Works with CDAOs to identify, assess and select
on technology trends, architecture, infrastructure, platforms D&A landscape to capture enterprisewide D&A technology vendors and external service providers.
and tools. CIOs need to work with D&A governance leaders requirements and identify data-driven innovation
on data transformation and quality, business rules, and D&A opportunities.
policies and standards.

CISO & Team Enterprise Application Leaders Technical Domain Architects

Engage with the CDAO and governance leaders to Collaborate with the CDAO and enterprise architect Plan the D&A technical roadmap; design and implement
ensure that risk management and information security to implement modern data management, analytical master data management policies, data pipelines and
implications are understood and addressed in the applications and composable solutions. They support data stores; select D&A tools and vendors; architect
governance initiative. The CISO also guides planning and manage applications to achieve D&A strategy and and implement D&A solutions that span application,
activities for data asset management and governance, governance objectives. infrastructure and security; and architect and deploy data
and risk and compliance activities. governance tools and procedures.

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Client Story:

Driving Growth Through Data-Driven Decisions and Innovation


Mission-critical priority How Gartner helped Mission accomplished
AstraZeneca was aiming to harness data, Gartner collaborated with AstraZeneca to With the support of Gartner for IT Leaders,
digital and AI to transform the way it formulate its Data and Artificial Intelligence the client was able to:
discovers and develops new medicines, Ethics Vision, Guiding Principles and • Provide its scientists with unprecedented
and to achieve scientific breakthroughs. Governance Framework using Gartner access to connected analytics-ready data
Central to this was AI application and external perspective and expert guidance. • Uncover new insights to deliver life-
shaping of an innovative and responsible Gartner experts helped formulate each of changing medicines
environment, in which AI could thrive. It was AstraZeneca’s data strategies, visions and • Speed up the discovery, development
not just about the technology powering roadmaps for maturing its capabilities. and delivery of potential new medicines
the innovation but about empowering the Gartner also supported AstraZeneca to to patients
people who deliver it to ensure they put invest in capabilities and collaborate across
principles to practice, and that both people the business to ensure that every decision is
and machine embody AstraZeneca values. data-driven.

Join us at an upcoming D&A Summit to benchmark

your own strategies with peers.

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Gartner Priorities By 2028, 25% of CDAO vision statements Questions clients are asking Gartner

Navigator™ for CDAOs will become “decision-centric,” surpassing

“data-driven” slogans, as human decision-
• What is the optimal D&A and AI operating
model for my organization for close alignment
to stakeholders and goals?
Create an Actionable D&A Strategy making behaviors are modeled to improve
D&A value. • How do I develop a D&A and AI roadmap?
• How do I identify and plug into D&A and AI
Source: Gartner
communities?
The Gartner Priorities Navigator represents mission-critical
areas where Gartner provides supportive expert advice and
tools to CDAOs and their teams.
Lead a World-Class D&A Organization
This roadmap aligns with the priority: Lead a World-Class

Solutions for the Business

Drive Quantifiable Value With D&A
D&A Organization. Create an Discover the
Establish & Evolve Organize &
Become a Success- Actionable D&A
Create an Actionable
an Operating Develop D&A Potential of
Visit Gartner for Data & Analytics page to learn more about ful D&A Leader D&A Strategy D&A for the
Strategy Model Talent
Business
how Gartner supports all the priorities that fall under the four
key needs of CDAOs:
Scale D&A
Engage Stakeholders
Platforms &
• Lead a world-class D&A organization. Ecosystems
& Align Expectations

• Drive quantifiable value with D&A solutions for the business.

Gartner Priorities Navigator™
for Chief Data & Analytics Officers

Evolve Technology & Process

Capabilities to Support D&A
Demonstrate ROI &
Architect & Optimize
• Build trust and mature D&A culture. the Technology
Measure Business
Value of D&A
Landscape
• Evolve technology and process capabilities to support D&A. Initiatives

Identify Business Drive Culture Change Manage D&A Execute & Embed
Manage Risk
& Emerging to Support Data- Governance, Quality, D&A Initiatives
Aspects o
 f D&A
Technology Trends Driven Decisions Standards & Assets Effectively

Build Trust & Mature D&A Culture

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Actionable, objective insight
Explore these additional complimentary resources and tools Access other insight from Gartner:
on data and analytics for CDAO and other D&A leaders:
• Get Stakeholder Buy-in on Your Next Initiative

Guide Webinar
• Essential Guide to Prioritizing Data and Analytics
Get AI Ready — What IT Leaders Need to The Foundation of a Modern Data and
Around Value
Know and Do Analytics Strategy
Ready your enterprise to capture AI opportunities Delve into a D&A strategy that enables organizations • Drive Business Outcomes by Measuring the Value
and bolster your cybersecurity. to thrive in dynamic business environments.
of Data Literacy

eBook Webinar
• Understand the Role of Data Fabric
Essential Guide to Data and Analytics Skills Data and Analytics Governance: Foundations
and Capabilities and Future
Design a D&A operating model that deploys the right Establish good governance practices to enable key
D&A skills and work in the right places. business outcomes.

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