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Data Quality as a Process not Just an End Result



                                       C. Lwanga Yonke

                             Data Quality 2011 Asia Pacific Congress

                                      28 – 30 March 2011
                                       Sydney, Australia


Copyright 2007 C. Lwanga Yonke
Bio

C. Lwanga Yonke is a seasoned information quality practitioner and
   leader. He has successfully designed and implemented projects in
   multiple areas, including information quality, data governance,
   business intelligence, data warehousing and data architecture. His
   initial experience is in petroleum engineering and operations..

     An ASQ Certified Quality Engineer, Lwanga earned an MBA from
     California State University and holds a BS degree in petroleum
     engineering from the University of California at Berkeley.

     Lwanga is a founding member of IAIDQ and currently serves as an
     Advisor to the IAIDQ Board and as a board member for several other
     non-profit organizations. He is a member of the Society of Petroleum
     Engineers (SPE), a senior member of the American Society for Quality
     (ASQ ), and the recipient of the 2008 SPE Western North America
     Regional Management and Information Award.




Copyright © 2011 C. Lwanga Yonke. All rights reserved.                      2
Session Abstract


Short presentation from Lwanga Yonke, followed by
  interactive discussion of topics below and more
• What it means to manage information quality as a process
• Defining information quality management
• Various models for information/data quality process management
• The case for a process approach
• Assigning accountabilities for information quality
• Data cleansing: when is a good time?




Copyright © 2011 C. Lwanga Yonke. All rights reserved.             3
Manage Information as a Product
                                                • Product, not by-product
                                                • Traditional product manufacturing is a useful analog to frame
Business Processes
                                                  information quality issues
• Activities, events
• Transactions                                  • The needs of analysis and decision-making must dictate the
• Measurements                                    quality of the data we capture
                                                • Data quality is best assured at the source, by first controlling
                                                 the business processes and activities that create data.
                             Transformed/
           Transfor-
                             Summarized
            mation                                                      Business
                             Data                  Information
           Process                                                      Decisions
                                                   Products Analysis &
Raw                                “Manufacturing”
Data                                  Process
                                                               Decision        Implementation                   $$
                                                               -making


 Information Product Principle
 Data is an integral product of our business processes. Work is not
 complete until data resulting from the work is collected and captured, as
 part of the work process and activities that create or modify it.
Copyright © 2011 C. Lwanga Yonke. All rights reserved.                                                               4
The Information Product
        Simplified Example - Maintenance Management
 Business Processes                                                           Business
                                            Data                 Analysis &
 • Activities, events                                                         Decisions
                                                                  Decision                Implementation
 • Transactions
                                                                  -Making
                                                                                                                $$
 • Measurements

     •Equipment repair                                   •Equipment histories
                                                         •Equipment hierarchies               •Root cause failure
     •New equipment installation
                                                                                              analysis
     •Autonomous maintenance                             •Equipment classes
                                                                                              •Reliability reviews
     •Condition-based                                    •Equipment specifications
                                                                                              •Bad actors reviews
     maintenance                                         •Regulatory and other
                                                         monitoring data                      •Mean time
     •Predictive maintenance
                                                                                              between failure
     •Vibration monitoring                               •Defects & counter measures          analysis
     •Equipment Improvement                              •Corrective action plans             •Kaizen events
     •Measurement processes                              •Vibration data                      •etc.
     •etc.                                               •etc.



Copyright © 2011 C. Lwanga Yonke. All rights reserved.
What is Information Quality Management?

                                      It’s data
                                      profiling!


                                                               It’s data
                                                              correction!
                  It’s MDM!
                                                                              It’s data
                                                                            governance!




                                    It’s EIM!
                                                         It’s SOA!
Copyright © 2011 C. Lwanga Yonke. All rights reserved.                                    6
What is Information Quality Management?
                     My Answer

“The total effort to improve the quality of the
  information an organization receives,
  generates, uses and/or provides to others”
                               C. Lwanga Yonke




Copyright © 2011 C. Lwanga Yonke. All rights reserved.   7
Second-Generation Data Quality Systems
                            Tom Redman
                                                                  Data Council
                                               Defines                                        Must
                                            accountabilities                                advance
                                                 via
                  Data Policy                                                                                  Data Culture
                                                       Supports                      Supports

                                                               Deployed
                         Deployed                                 to
                           to                                                                                         Underlies
                                                                                                Information          everything
                                       Supplier
                                      Management                                                   Chain
                                                                                                Management
                                                         Responsible
                                                         for meeting           Responsible for meeting


                                                                     Customer
                                    Monitor
                                                                      Needs
                                 conformance                                                        Identify
                                    using                                               To           “gaps”
                                                                                      better          using
                                                                                       meet


                                                                               A
                                    Leads                                                                                   Quality
           Measurement                               Control              platform     Improvement
                                                                                       Improvement                       Quality Planning
                                      to                                     for                                            Planning
                                                                                                                 Set
                                                                                                               targets
                                                                                                                 for
© 2001 Thomas C. Redman. All rights reserved
Copyright © 2011 C. Lwanga Yonke. All rights reserved.
Total Information Quality Management (TIQM)
                            Larry English

                                                               P6
                            Establish the Information Quality Environment

                                                                                               P4
                                                                                           Improve
                                                                                         Information
          P1                                P2                       P3                    Process
     Assess Data                                                                            Quality
     Definition &                     Assess                     Measure
     Information                    Information                 Nonquality
     Architecture                     Quality                  Information                     P5
        Quality                                                   Costs
                                                                                         Correct Data
                                                                                          in Source
                                                                                              and
                                                                                           Control
                                                                                         Redundancy

                Source: English © 2009 INFORMATION IMPACT International, Inc. All rights reserved.




Copyright © 2011 C. Lwanga Yonke. All rights reserved.
The Ten Steps™ Process
                                                    Danette McGilvray

                                                3                                                       7
                                              Assess                                                 Prevent
                                               Data                                                Future Data
   1                                          Quality                                                 Errors
                       2                                                            6
 Define                                                             5                                                 9
                    Analyze                                                      Develop
Business                                                         Identify                                         Implement
                  Information                                                  Improvement
Need and                                                       Root Causes                                         Controls
                  Environment                                                     Plans
Approach
                                                4
                                                                                                        8
                                              Assess
                                                                                                     Correct
                                             Business
                                                                                                   Current Data
                                              Impact
                                                                                                      Errors


                                                                  10
                                                     Communicate Actions and Results

                   © 2008 Danette McGilvray, Granite Falls Consulting, Inc. All rights reserved.




 Copyright © 2011 C. Lwanga Yonke. All rights reserved.
Total Data Quality Management (TDQM)
                             Richard Wang

•    Define the information product (IP)
•    Measure IP
•    Analyze IP
•    Improve IP




Source: Fisher et al, 2006. © 2006 MIT Information Quality Program. All rights reserved.
Copyright © 2011 C. Lwanga Yonke. All rights reserved.
Managing Information as a Product
                             Wang’s Four Principles
• Understand information consumers’ needs
• Manage information as the product of a well-defined
  information production process
• Manage the life cycle of information products
       – Creation, growth, maturity, decline

• Appoint an information product manager to manage
  information processes and products




Source: Fisher et al, 2006. © 2006 MIT Information Quality Program. All rights reserved.
Copyright © 2011 C. Lwanga Yonke. All rights reserved.
Information Quality Certified Professional (IQCP) Framework
                              IAIDQ


•    Information Quality Strategy and Governance
•    Information Quality Environment and Culture
•    Information Quality Value and Business Impact
•    Information Architecture Quality
•    Information Quality Measurement and Improvement
•    Sustaining Information Quality




Source: Yonke et al, 2011. © 2011 IAIDQ. All rights reserved.
Copyright © 2011 C. Lwanga Yonke. All rights reserved.
Just Like Safety, Information Quality Requires
                         Constant Vigilance




        “The journey of a thousand miles begins with one step”
                                                         Lao Tzu

Copyright © 2011 C. Lwanga Yonke. All rights reserved.
References
  English, L., (2009). Information Quality Applied: Best Practices for Improving Business Information,
           Processes and Systems, New York: Wiley & Sons.
  Fisher, C., Lauría, E., Chengalur-Smith, S., Wang, R., (2008). Introduction to Information Quality, MITIQ
           Press, Boston
  McGilvray., D., (2008). Executing Data Quality Projects: Ten Steps to Quality Data and Trusted
          Information, Morgan Kaufmann
  Redman, T. C., (2001). The Field Guide, Digital Press, Inc., New York, NY
  Redman, T. C. (2008). Data Driven: Profiting from Your Most Important Business Asset, Harvard
        Business School Press
  Yonke, C. L., Walenta, C., Talburt, J.R., (2011). The Job of the Information/Data Quality Professional ,
          IAIDQ


  Web sites
  International Association for Information and Data Quality (IAIDQ)
           www.iaidq.org
           www.iaidq.org/main/fundamentals-process-mgt-imp.shtml
  LinkedIn
              www.apac.iaidq.org
              www.linkedin.iaidq.org




Copyright © 2011 C. Lwanga Yonke. All rights reserved.                                                        15

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C. Lwanga Yonke

  • 1. Data Quality as a Process not Just an End Result C. Lwanga Yonke Data Quality 2011 Asia Pacific Congress 28 – 30 March 2011 Sydney, Australia Copyright 2007 C. Lwanga Yonke
  • 2. Bio C. Lwanga Yonke is a seasoned information quality practitioner and leader. He has successfully designed and implemented projects in multiple areas, including information quality, data governance, business intelligence, data warehousing and data architecture. His initial experience is in petroleum engineering and operations.. An ASQ Certified Quality Engineer, Lwanga earned an MBA from California State University and holds a BS degree in petroleum engineering from the University of California at Berkeley. Lwanga is a founding member of IAIDQ and currently serves as an Advisor to the IAIDQ Board and as a board member for several other non-profit organizations. He is a member of the Society of Petroleum Engineers (SPE), a senior member of the American Society for Quality (ASQ ), and the recipient of the 2008 SPE Western North America Regional Management and Information Award. Copyright © 2011 C. Lwanga Yonke. All rights reserved. 2
  • 3. Session Abstract Short presentation from Lwanga Yonke, followed by interactive discussion of topics below and more • What it means to manage information quality as a process • Defining information quality management • Various models for information/data quality process management • The case for a process approach • Assigning accountabilities for information quality • Data cleansing: when is a good time? Copyright © 2011 C. Lwanga Yonke. All rights reserved. 3
  • 4. Manage Information as a Product • Product, not by-product • Traditional product manufacturing is a useful analog to frame Business Processes information quality issues • Activities, events • Transactions • The needs of analysis and decision-making must dictate the • Measurements quality of the data we capture • Data quality is best assured at the source, by first controlling the business processes and activities that create data. Transformed/ Transfor- Summarized mation Business Data Information Process Decisions Products Analysis & Raw “Manufacturing” Data Process Decision Implementation $$ -making Information Product Principle Data is an integral product of our business processes. Work is not complete until data resulting from the work is collected and captured, as part of the work process and activities that create or modify it. Copyright © 2011 C. Lwanga Yonke. All rights reserved. 4
  • 5. The Information Product Simplified Example - Maintenance Management Business Processes Business Data Analysis & • Activities, events Decisions Decision Implementation • Transactions -Making $$ • Measurements •Equipment repair •Equipment histories •Equipment hierarchies •Root cause failure •New equipment installation analysis •Autonomous maintenance •Equipment classes •Reliability reviews •Condition-based •Equipment specifications •Bad actors reviews maintenance •Regulatory and other monitoring data •Mean time •Predictive maintenance between failure •Vibration monitoring •Defects & counter measures analysis •Equipment Improvement •Corrective action plans •Kaizen events •Measurement processes •Vibration data •etc. •etc. •etc. Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 6. What is Information Quality Management? It’s data profiling! It’s data correction! It’s MDM! It’s data governance! It’s EIM! It’s SOA! Copyright © 2011 C. Lwanga Yonke. All rights reserved. 6
  • 7. What is Information Quality Management? My Answer “The total effort to improve the quality of the information an organization receives, generates, uses and/or provides to others” C. Lwanga Yonke Copyright © 2011 C. Lwanga Yonke. All rights reserved. 7
  • 8. Second-Generation Data Quality Systems Tom Redman Data Council Defines Must accountabilities advance via Data Policy Data Culture Supports Supports Deployed Deployed to to Underlies Information everything Supplier Management Chain Management Responsible for meeting Responsible for meeting Customer Monitor Needs conformance Identify using To “gaps” better using meet A Leads Quality Measurement Control platform Improvement Improvement Quality Planning to for Planning Set targets for © 2001 Thomas C. Redman. All rights reserved Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 9. Total Information Quality Management (TIQM) Larry English P6 Establish the Information Quality Environment P4 Improve Information P1 P2 P3 Process Assess Data Quality Definition & Assess Measure Information Information Nonquality Architecture Quality Information P5 Quality Costs Correct Data in Source and Control Redundancy Source: English © 2009 INFORMATION IMPACT International, Inc. All rights reserved. Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 10. The Ten Steps™ Process Danette McGilvray 3 7 Assess Prevent Data Future Data 1 Quality Errors 2 6 Define 5 9 Analyze Develop Business Identify Implement Information Improvement Need and Root Causes Controls Environment Plans Approach 4 8 Assess Correct Business Current Data Impact Errors 10 Communicate Actions and Results © 2008 Danette McGilvray, Granite Falls Consulting, Inc. All rights reserved. Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 11. Total Data Quality Management (TDQM) Richard Wang • Define the information product (IP) • Measure IP • Analyze IP • Improve IP Source: Fisher et al, 2006. © 2006 MIT Information Quality Program. All rights reserved. Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 12. Managing Information as a Product Wang’s Four Principles • Understand information consumers’ needs • Manage information as the product of a well-defined information production process • Manage the life cycle of information products – Creation, growth, maturity, decline • Appoint an information product manager to manage information processes and products Source: Fisher et al, 2006. © 2006 MIT Information Quality Program. All rights reserved. Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 13. Information Quality Certified Professional (IQCP) Framework IAIDQ • Information Quality Strategy and Governance • Information Quality Environment and Culture • Information Quality Value and Business Impact • Information Architecture Quality • Information Quality Measurement and Improvement • Sustaining Information Quality Source: Yonke et al, 2011. © 2011 IAIDQ. All rights reserved. Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 14. Just Like Safety, Information Quality Requires Constant Vigilance “The journey of a thousand miles begins with one step” Lao Tzu Copyright © 2011 C. Lwanga Yonke. All rights reserved.
  • 15. References English, L., (2009). Information Quality Applied: Best Practices for Improving Business Information, Processes and Systems, New York: Wiley & Sons. Fisher, C., Lauría, E., Chengalur-Smith, S., Wang, R., (2008). Introduction to Information Quality, MITIQ Press, Boston McGilvray., D., (2008). Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information, Morgan Kaufmann Redman, T. C., (2001). The Field Guide, Digital Press, Inc., New York, NY Redman, T. C. (2008). Data Driven: Profiting from Your Most Important Business Asset, Harvard Business School Press Yonke, C. L., Walenta, C., Talburt, J.R., (2011). The Job of the Information/Data Quality Professional , IAIDQ Web sites International Association for Information and Data Quality (IAIDQ) www.iaidq.org www.iaidq.org/main/fundamentals-process-mgt-imp.shtml LinkedIn www.apac.iaidq.org www.linkedin.iaidq.org Copyright © 2011 C. Lwanga Yonke. All rights reserved. 15