Create a Data Management Roadmap

Streamline your data management program with our simplified framework.

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Contributors

Michael Blaha, Consultant and Author, Patterns of Data Modeling
David Birmingham, Senior Solutions Architect, BrightLight Consulting
Mario Cantin, Chief Data Strategist, Prodago
Nancy Couture, Delivery Enablement Lead, Datasource Consulting
Mehrdad Novin, Senior Data Architect/Modeler Consultant
Martin Sykora, Director, NexJ Analytics
Kirti Shetty, Data Quality Business Delivery Manager, TD Canada Trust
Anne Marie Smith, Ph.D, Board of Directors, DAMA International
John Talburt, Chief Data Scientist, BlackOak Analytics

Effective data management requires a cross-functional approach that engages both the business and IT.
Despite the growing focus on data, many organizations struggle to develop an effective strategy for managing their data assets.
Effective data management is more than just a technical solution. It requires a change in culture from the business and investments in resourcing, technology, and process.

Our Advice

Critical Insight

Data management is not one size fits all: Cut through the noise related to data management and create a strategy and process that is right for your organization.
Take a data-oriented approach: People stop thinking about data and the “art of the possible” when you bring up business functions. Maintain a data focus during a project’s planning, delivery, and evaluation stages.

Impact and Result

Use this blueprint’s approach and roadmap results, to support your organization in building a practice that prioritizes plans and actions that best address opportunities for managing business risk and value.
Create a culture of collaboration that will allow the plans and visions for your data management practice to maintain momentum and be sustained over the long term.

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should create a plan for establishing a business-aligned data management practice. Review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

Create a Data Management Roadmap – Executive Brief

1. Align with the business

Understand the business’s vision for data and identify the role of the data management team in helping to realize these plans.

2. Plan for the future

Create a roadmap for your data management practice that aligns to your organization’s current needs for data and its vision for how it wants to use data over the next 3-5 years.

Guided Implementations

This guided implementation is a six call advisory process.

Guided Implementation #1 - Align with the business

Call #1 - Identify what data management means for the organization.

Call #2 - Discuss the business’s strategic plans and establish a business context for data management.

Call #3 - Determine data strategies.

Guided Implementation #2 - Plan for the future

Call #1 - Discuss the results of the data management evaluation.

Call #2 - Plan initiatives for data management.

Call #3 - Create a roadmap and discuss next steps.

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Develop Data Strategies

The Purpose

Understand the business’s vision for data and the role of the data management practice.
Determine business requirements for data.
Map business goals and strategic plans to create data strategies.

Key Benefits Achieved

Understanding of business’s vision for data
Unified vision for data management (business and IT)
Identification of the business’s data strategies

Activities

Outputs

1.1

Establish business context for data management.

Practice vision

1.2

Develop data management principles and scope.

Data management guiding principles

1.3

Develop conceptual data model (subject areas).

High-level data requirements

1.4

Discuss strategic information needs for each subject area.

1.5

Develop data strategies.

Data strategies for key data assets

1.6

Identify data management strategies and enablers.

Module 2: Assess Data Management Capabilities

The Purpose

Determine the current and target states of your data management practice.

Key Benefits Achieved

Clear understanding of current environment

Activities

Outputs

2.1

Determine the role and scope of data management within the organization.

Data management scope

2.2

Assess current data management capabilities.

Data management capability assessment results

2.3

Set target data management capabilities.

2.4

Identify performance gaps.

Module 3: Analyze Gaps and Develop Improvement Initiatives

The Purpose

Identify how to bridge the gaps between the organization’s current and target environments.

Key Benefits Achieved

Creation of key strategic plans for data management

Activities

Outputs

3.1

Evaluate performance gaps.

Data management improvement initiatives

3.2

Identify improvement initiatives.

3.3

Create preliminary improvement plans.

Module 4: Design Roadmap and Plan Implementation

The Purpose

Create a realistic and action-oriented plan for implementing and improving the capabilities for data management.

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Key Benefits Achieved

Completion of a Data Management Roadmap
Plan for how to implement the roadmap’s initiatives

Activities

Outputs

4.1

Align data management initiatives to data strategies and business drivers.

Data management roadmap

4.2

Identify dependencies and priorities

Action plan

4.3

Build a data management roadmap (short and long term)

4.4

Create a communication plan

Communication plan

After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.

Client

Experience

Impact

$ Saved

Days Saved

Testimonial

CIRCOR International

Workshop

10/10

$628K

The interaction Jean facilitated was outstanding and very valuable.

Reiter Affiliated Companies

Workshop

10/10

$62,810

All out C level executives were very much involved and stayed and saw the great value of this workshop. And Reddy D did a great job of delivering the content and modeling based on our needs thanks a lot. Content was well organized and tailored for our o...

Archtexx Consulting GmbH

Guided Implementation

9/10

N/A

120

Clyde & Co LLP

Guided Implementation

10/10

$86,598

Caerus Operating LLC

Workshop

9/10

$34,545

Our workshop was very insightful and has generated a lot of good conversation and collaboration between the teams that participated

ROLTA AdvizeX

Workshop

10/10

$31,833

Get exercise in understanding data management.

Cloud and Things Inc

Guided Implementation

9/10

$2,512

N/A

We just started getting bit deeper in to it and trying to relate to our projects, so it is too early to judge anything. That is the reason first response in N/A and second could be higher but giving small number for now. Best - Will be when we will app...

Town of Apex

Workshop

9/10

$5,093

best part was use case scenarios - unanimous vote to get people to talk and participate with real issues worst part per majority of users was the individual scoring of categories, said it was monotonous and they had a hard time with definitions (claim not technical enough to understand) and would have preferred to evaluate a different way vs guessing (maybe score against use case scenarios and how we are handling to better understand where we are and where we want to be).

Parsons Inc.

Workshop

8/10

$10,000

There were pro's & con's to the workshop being conducted virtually. There were some challenges with participation at certain points over the 4 days. The workshop met my expectations and provides a good framework to advance Digital Data Management at Pa...

Real Estate Council of Ontario 1

Workshop

7/10

$100K

Kentucky COT (Commonwealth Office of Technology)

Workshop

8/10

$62,810

Well experienced staff and matured methodology used but deliverables may need some work. An executive summary slide deck with a detailed PDF/DOC report would have been helpful.

Gateway Technical College

Workshop

10/10

$382K

The best part of my experience during this workshop is being able to work with experienced, knowledgeable, and engaging SMEs! Both Reddy and Scott provided a wealth of knowledge in a practical and consumable way. I would say the power/influence exercise was not that valuable for our team. The other worst part is knowing where we could be (future state) and knowing how much time/effort it would take to get there.

Ucla Anderson School of Management

Workshop

10/10

$127K

Enjoyed the workshop overall and Reddy was great. There's a lot of information to digest in 4 days and the virtual component made this even more exhausting.

LGM Financial Services

Workshop

10/10

$47,500

Sunflower Bank

Workshop

10/10

N/A

Auckland Transport

Guided Implementation

7/10

$31,405

St Vrain Valley School District

Guided Implementation

10/10

$12,562

The information and thoughtful prompts provided by Rajesh are very helpful. It is difficult to determine the time and cost benefits at this time. We may be able to better evaluate that in the future!

Midmark Corporation

Workshop

7/10

$11,305

The framework and Reddy's leadership through the discussion was the best part of the workshop. The user stories that we created were also very valuable. I would have preferred that the slides presented would have been shared ahead of time so that I cou...

Werner Co.

Guided Implementation

9/10

$125K

great conversation and road mapping, took us a few tries to get there.

Fusion Superplex

Guided Implementation

10/10

$1M

Igor is extremely knowledgeable, easy to converse with, solutions driven and is a great resource to assist with implementation of our Data Management Strategy

Cross Country Mortgage, Inc.

Guided Implementation

10/10

$62,810

Igor provided a lot of wise advice after hearing about our situation. Much appreciated. All positive.

Canadian Utilities Ltd.

Workshop

9/10

N/A

Inmarsat Solutions Canada

Workshop

8/10

$1M

N/A

Leonardo DRS

Guided Implementation

9/10

$8,793

Igor's experience and insights into data governance/management.

Mott MacDonald LLC

Guided Implementation

10/10

$1.77M

The feedback I got from Crystal about the benefits and from deploying our data catalog solution will not only save my company money and resources but also will give my company an completive edge and drive our business forward.

American National Insurance Company Inc

Workshop

8/10

$12,562

The best parts were the summarized relevant information including the Data Management Framework. The parts that weren't as useful were some of the mappings to the enablers, it was a little confusing and not as straight forward.

LPL Financial

Guided Implementation

10/10

$127K

110

Great Insight provided will set us on a path forward! Thank you!

City of Leduc

Workshop

8/10

$47,500

The best part was the maturity assessment - understanding all the components of data management and the input from the Planning department

Morrison Hershfield Group Inc.

Workshop

8/10

$100K

Knowledgeable facilitators; many "a ha" moments for our team members. No worst parts.

YMCA NSW

Guided Implementation

8/10

$6,000

This gives us better context as we engage with a Microsoft partner who is building our Data Management Platform. We now have some great questions to ask. The insight of separating operational/informational/governance aspects was particularly helpful.