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FROM
DataManagementReview.comSeptember 29, 2016
The art of implementing data lineage
The webinar will start soon
Check out other upcoming webinars, white papers, blogs and events at www.DataManagementReview.com
If you’re a vendor looking for high quality content to help articulate your message, take a look at www.a-
teamgroup.com. Or get in touch: 020 8090 2055 / theteam@a-teamgroup.com
FROM
DataManagementReview.comSeptember 29, 2016
Welcome to A-Team Group’s webinar:
The art of implementing data lineage
FROM
DataManagementReview.comSeptember 29, 2016
Moderator:
Sarah Underwood, Editor, A-Team Group
FROM
DataManagementReview.comSeptember 29, 2016
Panel Member: Jesse Canada*, Vice President of Business
Metadata, Rules, and Reference Data Management,
Citizens Bank
Areas of Expertise:
• Defining innovative metadata solutions for proficient
problem solving, demonstrating value added business
results, and supporting the enterprise programme
• Integrating metadata into day-to-day business processes
by changing attitudes and behaviours related to data use
and understanding
• Identifying metadata processes for Hadoop and Big
Insights to ensure seamless data usability for stakeholders
* Any comments made by Jesse Canada on the webinar are her own personal views and not those of Citizens Bank
FROM
DataManagementReview.comSeptember 29, 2016
Panel Member: Sue Habas, Vice President, Strategic
Technologies, ASG
Areas of Expertise:
• Worked to structure and drive enterprise metadata/data
governance programmes
• 18 years’ experience working with metadata, both client
and customer side
• Responsible for launching and guiding ASG’s Enterprise
Data Intelligence solutions
• Vertical experience including financial, insurance,
healthcare, manufacturing and e-commerce
FROM
DataManagementReview.comSeptember 29, 2016
Panel Member: Yetkin Ozkucur, Global Practice Vice
President for Data Intelligence, ASG
Areas of Expertise:
• Worked to structure and drive enterprise metadata/data
governance programmes
• 15 years’ experience working with metadata
• Designed and delivered many projects with a wide range
of clients including financial, insurance, healthcare,
manufacturing and e-commerce
• Responsible for the delivery of the ASG Enterprise Data
Intelligence solution
FROM
DataManagementReview.comSeptember 29, 2016
What exactly is meant by data lineage
Key business use cases for data lineage
Client projects in the banking sector
Securing buy-in for implementation projects
Milestones to reach successful implementation
How firms are using data lineage to respond to enquiries
Advice on approaches to tracking data lineage
A 10-step process to implementing data lineage
Talking Points
FROM
DataManagementReview.comSeptember 29, 2016
Can you give us a definition of data lineage as it
applies to data management?
FROM
DataManagementReview.comSeptember 29, 2016
What is data lineage?
 A critical supply chain
App-File-Field
Transform
Rule
DB-Tab-Col
Calculation
Rule
Universe-
Rep-Field
Data Supply
Chain
Customer/Patient/Event
Business
Terms
Policies
Critical
Data
Elements
Business
Traceability
E2E Data Driven Lineage
VerticalBusinessContext
Driven
FROM
DataManagementReview.comSeptember 29, 2016
The 5 W’s of Data Lineage
 Where and how data lineage
 Who is using the data?
 What does it mean (data dictionary/glossary)?
 Where does it exist and where did it come from?
 When was it captured and how did it change over time?
 How is it being used and how is it related?
Backward Lineage
Forward Lineage
Where Lineage
• What is the Source?
• Who is the Application
Owner?
• What is the Quality?
How Lineage
• Where are my CDE’s going?
• How is data being
Transformed?
• What reports use them?
FROM
DataManagementReview.comSeptember 29, 2016
Can you explain some of the key use cases for
getting data lineage right?
FROM
DataManagementReview.comSeptember 29, 2016
Can you describe client projects you’ve been
working on to address data lineage?
FROM
DataManagementReview.comSeptember 29, 2016
How do clients secure buy-in across their
organisations for projects and budget?
FROM
DataManagementReview.comSeptember 29, 2016
What were the benefits you used to secure that
buy-in?
FROM
DataManagementReview.comSeptember 29, 2016
What objections did you meet and how did you
address them?
FROM
DataManagementReview.comSeptember 29, 2016
What are the key milestones in a project plan to
reach successful implementation?
FROM
DataManagementReview.comSeptember 29, 2016
How long do projects typically take and what are
the hold ups or complications that firms
experience?
FROM
DataManagementReview.comSeptember 29, 2016
What does a successful implementation enable an
organisation to do that it couldn’t before?
FROM
DataManagementReview.comSeptember 29, 2016
A couple of scenarios in which an organisation would
need to track data lineage to respond to a regulatory
or internal enquiry?
FROM
DataManagementReview.comSeptember 29, 2016
What advice would you give to organisations figuring
out their approach to tracking data lineage?
FROM
DataManagementReview.comSeptember 29, 2016
Your 10-Step Process to Implementing Data Lineage
Below is a checklist of the key elements you should use when planning any data lineage project.
Preparation Phase
1. Always begin with the end in mind. Determine your goals, taking into
account your regulatory requirements, the business critical reports you
need, and the critical insights you’re seeking
2. Define your user types, which could include: risk analysts, auditors,
business stewards, BI analysts, developers/IT or enterprise architects etc
3. Prepare for your data lineage project by identifying the critical data and
source systems, creating data architecture diagrams, identifying application
owners
4. Prepare manual baseline, describe the effort and quality of creating lineage
manually
FROM
DataManagementReview.comSeptember 29, 2016
Your 10-Step Process to Implementing Data Lineage
Below is a checklist of the key elements you should use when planning any data lineage project.
Execution Phase
1. Create the business terms, definitions and controls that surround the data
and link it to the critical data
2. Use a tool to automate the pull of the data dictionary schema’s and ETL
code in order to quickly and accurately find the true source of information
3. Validate the lineage. Identify gaps and remediate
4. Roll out to end users. Visualization of the lineage. Provide views, exports,
and embed lineage in other tools
FROM
DataManagementReview.comSeptember 29, 2016
Your 10-Step Process to Implementing Data Lineage
Below is a checklist of the key elements you should use when planning any data lineage project.
Subscribe to Survive
1. Automatic change detection and notification
2. Assign responsible users to be notified of any change to the critical lineage
supply chain
This approach allows you to build out a reverse tracing methodology and base line
for comprehensive and accurate end-to-end data lineage.
FROM
DataManagementReview.comSeptember 29, 2016
Thank you to our sponsor
Contact:
Sue Habas
VP of Strategic Technologies-Data Intelligence, ASG
Email: sue.habas@asg.com
Website: www.asg.com/intelligence
FROM
DataManagementReview.comSeptember 29, 2016
October 6th
Data
Management
Summit
London
November 17th
Data
Management
Summit
New York
Upcoming A-Team Group Events
Visit DataManagementReview.com/events
FROM
DataManagementReview.comSeptember 29, 2016
Upcoming A-Team Group Webinars
October 11th
Practical
approaches to
improving entity
data quality
October 13th
Integrating
beneficial
ownership data
with client
onboarding and
KYC
October 18th
GDPR: How to
build a data
protection
framework
Visit webinars section of DataManagementReview.com
FROM
DataManagementReview.comSeptember 29, 2016
A-Team Group Handbook Series
Visit the data management handbooks section of
DataManagementReview.com
FROM
DataManagementReview.comSeptember 29, 2016
Please take the time to
complete our post webinar
survey
We will notify you when the
webinar recording is available
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The art of implementing data lineage

  • 1. FROM DataManagementReview.comSeptember 29, 2016 The art of implementing data lineage The webinar will start soon Check out other upcoming webinars, white papers, blogs and events at www.DataManagementReview.com If you’re a vendor looking for high quality content to help articulate your message, take a look at www.a- teamgroup.com. Or get in touch: 020 8090 2055 / [email protected]
  • 2. FROM DataManagementReview.comSeptember 29, 2016 Welcome to A-Team Group’s webinar: The art of implementing data lineage
  • 4. FROM DataManagementReview.comSeptember 29, 2016 Panel Member: Jesse Canada*, Vice President of Business Metadata, Rules, and Reference Data Management, Citizens Bank Areas of Expertise: • Defining innovative metadata solutions for proficient problem solving, demonstrating value added business results, and supporting the enterprise programme • Integrating metadata into day-to-day business processes by changing attitudes and behaviours related to data use and understanding • Identifying metadata processes for Hadoop and Big Insights to ensure seamless data usability for stakeholders * Any comments made by Jesse Canada on the webinar are her own personal views and not those of Citizens Bank
  • 5. FROM DataManagementReview.comSeptember 29, 2016 Panel Member: Sue Habas, Vice President, Strategic Technologies, ASG Areas of Expertise: • Worked to structure and drive enterprise metadata/data governance programmes • 18 years’ experience working with metadata, both client and customer side • Responsible for launching and guiding ASG’s Enterprise Data Intelligence solutions • Vertical experience including financial, insurance, healthcare, manufacturing and e-commerce
  • 6. FROM DataManagementReview.comSeptember 29, 2016 Panel Member: Yetkin Ozkucur, Global Practice Vice President for Data Intelligence, ASG Areas of Expertise: • Worked to structure and drive enterprise metadata/data governance programmes • 15 years’ experience working with metadata • Designed and delivered many projects with a wide range of clients including financial, insurance, healthcare, manufacturing and e-commerce • Responsible for the delivery of the ASG Enterprise Data Intelligence solution
  • 7. FROM DataManagementReview.comSeptember 29, 2016 What exactly is meant by data lineage Key business use cases for data lineage Client projects in the banking sector Securing buy-in for implementation projects Milestones to reach successful implementation How firms are using data lineage to respond to enquiries Advice on approaches to tracking data lineage A 10-step process to implementing data lineage Talking Points
  • 8. FROM DataManagementReview.comSeptember 29, 2016 Can you give us a definition of data lineage as it applies to data management?
  • 9. FROM DataManagementReview.comSeptember 29, 2016 What is data lineage?  A critical supply chain App-File-Field Transform Rule DB-Tab-Col Calculation Rule Universe- Rep-Field Data Supply Chain Customer/Patient/Event Business Terms Policies Critical Data Elements Business Traceability E2E Data Driven Lineage VerticalBusinessContext Driven
  • 10. FROM DataManagementReview.comSeptember 29, 2016 The 5 W’s of Data Lineage  Where and how data lineage  Who is using the data?  What does it mean (data dictionary/glossary)?  Where does it exist and where did it come from?  When was it captured and how did it change over time?  How is it being used and how is it related? Backward Lineage Forward Lineage Where Lineage • What is the Source? • Who is the Application Owner? • What is the Quality? How Lineage • Where are my CDE’s going? • How is data being Transformed? • What reports use them?
  • 11. FROM DataManagementReview.comSeptember 29, 2016 Can you explain some of the key use cases for getting data lineage right?
  • 12. FROM DataManagementReview.comSeptember 29, 2016 Can you describe client projects you’ve been working on to address data lineage?
  • 13. FROM DataManagementReview.comSeptember 29, 2016 How do clients secure buy-in across their organisations for projects and budget?
  • 14. FROM DataManagementReview.comSeptember 29, 2016 What were the benefits you used to secure that buy-in?
  • 15. FROM DataManagementReview.comSeptember 29, 2016 What objections did you meet and how did you address them?
  • 16. FROM DataManagementReview.comSeptember 29, 2016 What are the key milestones in a project plan to reach successful implementation?
  • 17. FROM DataManagementReview.comSeptember 29, 2016 How long do projects typically take and what are the hold ups or complications that firms experience?
  • 18. FROM DataManagementReview.comSeptember 29, 2016 What does a successful implementation enable an organisation to do that it couldn’t before?
  • 19. FROM DataManagementReview.comSeptember 29, 2016 A couple of scenarios in which an organisation would need to track data lineage to respond to a regulatory or internal enquiry?
  • 20. FROM DataManagementReview.comSeptember 29, 2016 What advice would you give to organisations figuring out their approach to tracking data lineage?
  • 21. FROM DataManagementReview.comSeptember 29, 2016 Your 10-Step Process to Implementing Data Lineage Below is a checklist of the key elements you should use when planning any data lineage project. Preparation Phase 1. Always begin with the end in mind. Determine your goals, taking into account your regulatory requirements, the business critical reports you need, and the critical insights you’re seeking 2. Define your user types, which could include: risk analysts, auditors, business stewards, BI analysts, developers/IT or enterprise architects etc 3. Prepare for your data lineage project by identifying the critical data and source systems, creating data architecture diagrams, identifying application owners 4. Prepare manual baseline, describe the effort and quality of creating lineage manually
  • 22. FROM DataManagementReview.comSeptember 29, 2016 Your 10-Step Process to Implementing Data Lineage Below is a checklist of the key elements you should use when planning any data lineage project. Execution Phase 1. Create the business terms, definitions and controls that surround the data and link it to the critical data 2. Use a tool to automate the pull of the data dictionary schema’s and ETL code in order to quickly and accurately find the true source of information 3. Validate the lineage. Identify gaps and remediate 4. Roll out to end users. Visualization of the lineage. Provide views, exports, and embed lineage in other tools
  • 23. FROM DataManagementReview.comSeptember 29, 2016 Your 10-Step Process to Implementing Data Lineage Below is a checklist of the key elements you should use when planning any data lineage project. Subscribe to Survive 1. Automatic change detection and notification 2. Assign responsible users to be notified of any change to the critical lineage supply chain This approach allows you to build out a reverse tracing methodology and base line for comprehensive and accurate end-to-end data lineage.
  • 24. FROM DataManagementReview.comSeptember 29, 2016 Thank you to our sponsor Contact: Sue Habas VP of Strategic Technologies-Data Intelligence, ASG Email: [email protected] Website: www.asg.com/intelligence
  • 25. FROM DataManagementReview.comSeptember 29, 2016 October 6th Data Management Summit London November 17th Data Management Summit New York Upcoming A-Team Group Events Visit DataManagementReview.com/events
  • 26. FROM DataManagementReview.comSeptember 29, 2016 Upcoming A-Team Group Webinars October 11th Practical approaches to improving entity data quality October 13th Integrating beneficial ownership data with client onboarding and KYC October 18th GDPR: How to build a data protection framework Visit webinars section of DataManagementReview.com
  • 27. FROM DataManagementReview.comSeptember 29, 2016 A-Team Group Handbook Series Visit the data management handbooks section of DataManagementReview.com
  • 28. FROM DataManagementReview.comSeptember 29, 2016 Please take the time to complete our post webinar survey We will notify you when the webinar recording is available Thank you for joining us

Editor's Notes

  • #10: Point of talk track – if you are competing with Collibra they only do the top half well… ------------------------------------------------------------------------------------------------------- Vertical/horizontal Horizontal – captures the e2e data movement Including transformation rules, how data is formatted & used Vertical – driven from business context Automated – represents precisely on how it exists in the data landscape today