Data Strategies for Data Governance: Creating a Pragmatic, Agile, and Communicable Foundation for Your Data Management Practice, by Marilu Lopez
Strategy is the key to winning any game, and Data Strategy is the key to winning the Data Management game. Data Strategy is a concept in the plural, as it comprises a set of different interrelated strategies that work together to meet business strategic objectives and business data needs and solve an organization’s data pain points. Data Strategies help manage expectations of what is happening in the data arena. Describing them is an art. Thus, a canvas is needed to capture and communicate them. This book shows you what those constituent strategies should be and what goes into their canvases.
Part 1: The Context
Chapter 1: Data Strategy: Do You Have One?
The Role of Data Management in the Digital Transformation Era
How do Organizations Perceive Data Strategy?
A Good Starting Point: What is a Strategy?
What Should We Expect to Find in a Data Strategy?
Key Concepts
Things to Keep in Mind
Interview on Data Strategy
Chapter 2: Data Management Maturity Model: Key to Data Strategies
Benefits of a Data Management Maturity Model
Maturity Model Options
Relevance of Capability-Based Maturity Models
Key Concepts
Things to Keep in Mind
Interview on Data Strategy
Chapter 3: The Data Strategy PAC Method: Component 1 – Data Strategies Framework
Frameworks: Sources of Inspiration
Data Strategies Framework
Data Alignment Strategy
Data Management Strategy
Data Governance Strategy
Specific Data Management Functions Strategies
Role of IT Strategy
Role of Change Management Strategy
Role of Communication Strategy
Strategic Initiatives
Data Sources
Transactions
Analytics
Key Concepts
Things to Keep in Mind
Interview on Data Strategy
Chapter 4: Data Strategies: Who to Involve
Who Should Define Data Strategies?
Data Governance Lead: Master Orchestrator
Casting Stakeholders
True Sponsor is not Just a Funds Provider
Key Success Factors
Key Concepts
Things to Keep in Mind
Interview on Data Strategy
Chapter 5: The Data Strategy PAC Method: Component 2 – A Set of Canvases
Business Model Canvas, the Core Inspiration Source
Inputs to Data Strategies
Data Alignment Strategy Canvas
Data Management Strategy Canvas
Data Governance Strategy Canvas
Data Management Specific Function Strategy Canvas
Data Governance Business Model Canvas
Key Concepts
Things to Keep in Mind
Interview on Data Strategy
Chapter 6: The Journey: Path to an Effective Data Management Program
Education
Assessment
Data Strategies
Operating Models
Key Concepts
Things to Keep in Mind
Interview on Data Strategy
Part 2: Implementing the Method
The Data Strategy PAC Method: Component 3 – Data Strategy Cycle
Introduction to the Data Strategy Ten Step Cycle
Following the Data Strategy Cycle
A Few Words on Tools
Connecting All the Dots
Key Concepts
Things to Keep in Mind
Interview on Data Strategy
Closing Message
Companion Web Site
Strategy is the key to winning any game, and Data Strategy is the key to winning the Data Management game. Data Strategy is a concept in the plural, as it comprises a set of different interrelated strategies that work together to meet business strategic objectives and business data needs and solve an organization’s data pain points. Data Strategies help manage expectations of what is happening in the data arena. Describing them is an art. Thus, a canvas is needed to capture and communicate them. This book shows you what those constituent strategies should be and what goes into their canvases. It is a comprehensive guide that will take you step by step on how to produce an Enterprise Level Data Strategy. If you follow this advice, you will have a practical, agile, and easy-to-communicate (PAC) Data Strategy to keep your teams and organization aligned.
We all know that data will play an increasingly important role in all future operations. How you personally and your organization apply data to operations will be the difference between success and failure. Have worked in this area for many years, the time is ripe for the next step in the evolution of data strategy. Marilu has taken this step. As an enthusiastic adherent to the business canvas technique, I greatly admire the diligence with which she has applied this to the concept of formulating a data strategy. There is a wealth of material in this very dense book of extremely useful tips, techniques, and guidance. Probably the most difficult aspect of data strategy formulation centers on the challenge of meaningfully engaging various stakeholders in the necessary dialogs required to take your organizations data and applying it meaningfully in support of the organizational strategy. The method described provides all the guidance you will need.
Peter Aiken
President, DAMA International
This is a comprehensive book on data strategies. Marilu Lopez has come up with a way to connect the data strategy to executive management that until now has been a missing piece; how to set the data strategies in motion. She doesn’t just go into how to create a data strategy as if it were a cake to be baked. Instead, she makes the reader think about what kind of data strategies are needed and how they fit into your organization’s challenges, intentions, and aspirations. The content is very credible as Marilu Lopez consistently uses and relates to academic research, literature, and thought leaders’ experiences. Thus, her PAC framework is based on today’s accumulated knowledge and takes you further from there. If you are about to take on data strategy work, you should start by first checking out Marilu Lopez’s messages.
Håkan Edvinsson
CTO, Principal Consultant, Informed Decisions
Today’s college graduates think that technology is all about choosing a technology or a technology stack in order to get work done. They don’t see that there is a larger infrastructure that they are a part of. What is needed is a book on the larger concepts that shape the IT industry. I recommend the book by Marilu Lopez as a starting place for understanding the larger framework under which IT operates.
Bill Inmon
CEO of Forest Rim Technology
You had me at “Pragmatic, Agile, and Communicable.” One of the perceptions of Data Management is that we are slow, overly complicated, and use convoluted terms and ideas. This work shows that it’s entirely possible to define a data strategy that is understandable and usable by all the stakeholders: executives, management, knowledge workers, developers, and data professionals. Marilu lays out everything you need to add data value to your organization, tailored to your industry and organizational culture. I look forward to applying the PAC Method to my future projects.
Karen Lopez
Sr. Project Manager, InfoAdvisors
For decades, data professionals have been advised to “get closer to the business” and to “connect business and data strategy,” But how? Finally, a book that answers this question! Well done, Marilu Lopez!
Tom Redman
“The Data Doc.” Data Quality Solutions
Marilu Lopez (María Guadalupe López Flores, a Mexican U.S. Citizen born in Los Angeles, California, but raised in Mexico City from age 4) dedicated over 30 years to corporate life in the financial sector before becoming a Data Management consultant and trainer. She pioneered the Enterprise Architecture practice in Mexico, which led her to focus on Data Architecture and, from there, expand her practice to Data Management, specializing in Data Governance, Metadata Management, and Data Quality Management. Through decades she suffered the lack of a holistic and comprehensive Data Strategy. Her passion for Data Management has moved her to dedicate her volunteer work to DAMA International with different roles, from the president of the DAMA Mexico Chapter to VP of Chapter Services.
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