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

Your Challenge

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

Chevron Federal Credit Union

Workshop

8/10

$66,183

-Our people were not fully prepared to participate and that was on us - worst. -Info-Tech has quite a few resources and extensive experience in this area. We learned from it. - Best

Parsons Inc

Guided Implementation

10/10

$13,236

DAI Global, LLC

Workshop

8/10

$33,091

Learned quite a bit from Reddy and Dylan about methodologies for data management, and better understand what DAI needs to do to address our internal data issues. The worst part of the experience were unrelated to Infotech so not worth mentioning.

Digital Armour Corporation

Guided Implementation

9/10

$2,250

North Country HealthCare

Guided Implementation

10/10

$33,091

City Of Chesapeake

Workshop

10/10

$132K

Best part was the level of participation we received. I think Reddy and Jean did a great job keeping the interest level high during the whole event.

Missouri Department of Conservation

Guided Implementation

10/10

N/A

This was our first analyst call with InfoTech. We have been working on parts of our data maturity and this call showed us the potential of how InfoTech can help streamline our work and more effectively open the communication channels between IT and the business. We included people in the call that were not directly engaged in this effort and they are excited about using InfoTech for their work. It's hard to judge time and cost savings at this point. Just the internal discussions immediately after the call were extremely valuable.

The Aerospace Corporation

Workshop

8/10

$66,183

The York Water Company

Guided Implementation

8/10

N/A

It was good to talk through our situation and think about how the tools could be used in our specific environment.

Halifax Port Authority

Guided Implementation

10/10

N/A

Igor is providing great value. Discussions are practical and relevant to our current needs and goals. Looking forward to further discussions and guidance. Hoping Igor can join us for our Data Strategy workshop on July 10th in Halifax. Derrick

Veterans United Home Loans

Workshop

9/10

N/A

Altro Limited

Guided Implementation

9/10

N/A

Key Food

Guided Implementation

10/10

$3,970

Wings Financial Credit Union

Guided Implementation

10/10

$33,091

Change, Grow, Live

Guided Implementation

10/10

$44,765

Best: Raj's understanding and insightful prompts and guidance. Worst: I always guiltily feel I should have done more of what Raj had advised on the previous call!

City Of Mesa

Guided Implementation

9/10

$132K

N/A

I look forward to additional guidance from Andy. I have no complaints about our call today.

Altro Limited

Guided Implementation

8/10

N/A

Library and Archives Canada

Workshop

8/10

N/A

NASA - Glenn Research Center

Workshop

9/10

N/A

The University of Alabama at Birmingham

Guided Implementation

9/10

N/A

Guardian Shared Services Limited

Guided Implementation

9/10

$11,912

Centura Health

Guided Implementation

10/10

N/A

Edelman Financial Engines

Guided Implementation

7/10

N/A

The Advisor spent the first 50% of our meeting 'selling' me on all things InfoTech, how to access your research, etc. This seems to be a habit of everyone I've interacted with so far is really becoming a waste of time. Would have been a more efficient and effective use of the 45 mins if we'd been able to get right into the heart of the info I'd requested. I also had to get him up to speed on what I needed which was a duplication of the talk I'd previously had with the representative who originally set this up for me. Again, a more effective use of my time would have been either to tell me at that time that all she needed was me to say what type of expertise I wanted to connect with or to have taken notes down on the background I had provided and to send that along to the Advisor in advance of the meeting.

Schlumberger Technology Corporation

Guided Implementation

10/10

$13,236

Well, we are just getting started. So far, we are pleased with the content and delivery mechanism. I'll be able to provide more feedback once we have more experience.

Delta Dental Plan of New Jersey

Guided Implementation

8/10

$132K

N/A

Thank you for insightful call and the work shared during the call.

Instron

Guided Implementation

6/10

$13,236

Good 'sounding board' for discussion. Not face to face & longer

First National Bank - Merchant Services

Guided Implementation

6/10

N/A

Great knowledge and experience

Association of American Medical Colleges

Guided Implementation

6/10

N/A

He made me feel like I was wasting his time. My recollection of how we left the call was him saying things like "let's not schedule another call until you're more clear about what you're trying to accomplish" and "read the research THEN I can help answer your questions." My reaction to this was to not plan on having another call with that advisor if I could help it. What he said wasn't wrong, but I don't appreciate being scolded.

The Aerospace Corporation

Guided Implementation

8/10

$132K

N/A

Helped open our aperture to consider more in our BI roadmap.

IDS Property Casualty Insurance Company

Guided Implementation

8/10

N/A

Good, practical, real-world examples were shared during the conversation. The information shared will help me to enhance the approach we are taking to several initiatives.