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Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 1
Unlock Potential
William McKnight
www.mcknightcg.com
214-514-1444
Is Our Information
Management Mature?
@williammcknight
The Other Half of the Analytics Equation
© 2022 ZenOptics Inc. All Rights Reserved.
You have created the dashboards, published the reports, and made the KPIs available.
But now you have thousands of assets spread out across the organization, and no one is using them.
Awareness Access Experience
Sprawl Process Technology Debt
Visibility
BI and Analytics Team
Business User
Challenges
© 2022 ZenOptics Inc. All Rights Reserved.
Unlock the Power of Your BI and Analytics
… and Your People
Simplify the discovery
of assets from across
your entire ecosystem
of tools.
Empower teams to
compose assets and
collaborate around the
way they work.
Align efforts with
objectives to scale your
investments.
Design a consumable,
employee experience
to drive usage.
BI and Analytics Hub
© 2022 ZenOptics Inc. All Rights Reserved.
Unlock the Power of Your BI and Analytics
… and Your People
2 CONTACT
Heena Sood, Chief Product Officer
hsood@zenoptics.com
1
Simplify the discovery
of assets from across
your entire ecosystem
of tools.
Empower teams to
compose assets and
collaborate around the
way they work.
Align efforts with
objectives to scale your
investments.
Design a consumable,
employee experience
to drive usage.
BI and Analytics Hub
LEARN MORE
Janney Case Study
https://info.zenoptics.com/casestudy-janney
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 2
“Beyond the Mountain is another mountain.”
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 3
• Information volume is exploding
• Business is real-time, all the time
• Information usage differentiates the competition
• Information quality impacts all stakeholders
• Information is reused over and over
• Even seldom-used data is essential to be under management
• Third-party information is essential to use
• Information is a key business asset
We Are in the
Business of
Data
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 4
Data…..
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 5
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 5
The
Approach
§ Last 30 intimate enterprise
projects
• Mostly clients
• Power Hour to Full
Implementation
• Confidential
§ 50 Questions
• Probing Answers
• 40 on Data Topics
• 10 on Business Success
• For publicly traded companies, we
used public information as well
§ Progression in data topics ~=
data maturity
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 6
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 6
Results
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 7
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 7
Maturity
Modeling
Categories:
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 8
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 8
Information Management
Professional Success Metrics
User
Satisfaction
Business ROI
Data Maturity
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 9
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 9
Data Maturity Scorecard
Strategy
Architecture
Technology
Organization
Total
Average
Score Next Steps
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 10
Splice Machine | Proprietary & Confidential
Infrastructure Overwhelmed
Cloud Costs Out of Control
Organizational Silos
Multiple Overlapping Data Stores
High Data Skills Turnover
Resistance to Change
“One Vendor” Mentality
Outdated Tools
Maturity Level 1
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 11
Raise Data Maturity While You
Accomplish Business Goals
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 12
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 12
Data Strategy
• Emerging Data
Standards
• Data Decentralization
• Executive Awareness
of Data
• Partial Self-Service BI
• Cloud First Direction
Architecture
• Central Data
Warehouse(s)*
• Emerging Platform
Heterogeneity
• Data Lake** In
Development
Technology
• Master Data Sharing
• Third Party Data Utilized
• ML Chatter
• Data Integration=ETL, ELT
• Dashboards
Organization
• Data Governance
• Agile Methodology
• Data Specialists
Maturity Level 2
*RDBMS **Cloud Storage
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 13
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 13
Attend to both the Data and the
Data Access Ecosystems
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 14
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 14
Data Strategy
• Data Layer
Acknowledged
• Reactive AI for
Automation
• Self-Service is
Dominant Model
Architecture
• Multi-Year Architecture
Direction/Plans
• Data Lake in Production
• Data Virtualization
• Measured DQ Levels
• Managing Many Data Types
• Some Data Lineage
Technology
• Data Warehouse in Cloud
• Graph Database For
Relationship Data
• MDM of a Major Subject Area
• Use of Data Marketplace
• Use of Data Catalog
• Integration=Streaming
• Integration=Reusable
Organization
• Data Governance By Subject
Area Across Most Major Subject
Areas
• Organizational Change
Management added to data
projects
• Chief Data Officer
• Data Scientists
• Strong Devops
Maturity Level 3
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 15
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 15
The Data Profile
Drives the Platform
Selection
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 16
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 16
Maturity Level 4
Data Strategy
• Data As Asset In
Financial Statements
/ Executives
• Predictive Analytics
• AI Data Parsing
• AI Curated Insights
Architecture
• Kubernetes
• Identity
Management
• Rest APIs
• Data Lakehouse
• Full Data Lineage
Technology
• MDM >1 Major Subject Area
• Data Catalog Populated
• Data Observability
• Search is Augmented and
Interactive
• Live Analytics
• API Management
Organization
• Comprehensive Data
Governance
• Chief Information
Architect/Equivalent
• Strong MLops
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 17
“It doesn’t take
more time or
budget to do it
right. It takes
knowledge and
focus.”
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 18
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 18
Data Strategy
• Hyper-personalization
• Prescriptive Analytics
• Producing Information
Products
• Limited Memory AI
Technology
• “Complete” Enterprise MDM
• Databases & Processing At Edge In
IOT
• Embedded Database In Applications
• Policy Management
Organization
• Pervasive Data Governance
• Finops/Multi-Hybrid-Cloud
Maturity Level 5
Architecture
• Data Fully Discoverable
• Self-describing Data
• Microservices and
Containerized Analytical
Architecture
• Multi-model usage
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 19
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 19
Data Strategy
Architecture
Technology
Organization
Maturity Level 1-5 in 2023
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 20
§There’s more
Maturity in moving
imperfectly than in
merely perfectly
defining the
shortcomings
§Build credibility
§Don’t be afraid to fail
§Have an open mind;
There are different
paths
§No plateaus are
comfortable for long
§That resistance is not
about Maturity Level
5, it’s the journey
Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 21
Unlock Potential
William McKnight
www.mcknightcg.com
214-514-1444
Is Our Information
Management Mature?
@williammcknight

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Is Our Information Management Mature?  

  • 1. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 1 Unlock Potential William McKnight www.mcknightcg.com 214-514-1444 Is Our Information Management Mature? @williammcknight
  • 2. The Other Half of the Analytics Equation © 2022 ZenOptics Inc. All Rights Reserved. You have created the dashboards, published the reports, and made the KPIs available. But now you have thousands of assets spread out across the organization, and no one is using them. Awareness Access Experience Sprawl Process Technology Debt Visibility BI and Analytics Team Business User Challenges
  • 3. © 2022 ZenOptics Inc. All Rights Reserved. Unlock the Power of Your BI and Analytics … and Your People Simplify the discovery of assets from across your entire ecosystem of tools. Empower teams to compose assets and collaborate around the way they work. Align efforts with objectives to scale your investments. Design a consumable, employee experience to drive usage. BI and Analytics Hub
  • 4. © 2022 ZenOptics Inc. All Rights Reserved. Unlock the Power of Your BI and Analytics … and Your People 2 CONTACT Heena Sood, Chief Product Officer hsood@zenoptics.com 1 Simplify the discovery of assets from across your entire ecosystem of tools. Empower teams to compose assets and collaborate around the way they work. Align efforts with objectives to scale your investments. Design a consumable, employee experience to drive usage. BI and Analytics Hub LEARN MORE Janney Case Study https://info.zenoptics.com/casestudy-janney
  • 5. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 2 “Beyond the Mountain is another mountain.”
  • 6. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 3 • Information volume is exploding • Business is real-time, all the time • Information usage differentiates the competition • Information quality impacts all stakeholders • Information is reused over and over • Even seldom-used data is essential to be under management • Third-party information is essential to use • Information is a key business asset We Are in the Business of Data
  • 7. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 4 Data…..
  • 8. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 5 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 5 The Approach § Last 30 intimate enterprise projects • Mostly clients • Power Hour to Full Implementation • Confidential § 50 Questions • Probing Answers • 40 on Data Topics • 10 on Business Success • For publicly traded companies, we used public information as well § Progression in data topics ~= data maturity
  • 9. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 6 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 6 Results
  • 10. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 7 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 7 Maturity Modeling Categories:
  • 11. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 8 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 8 Information Management Professional Success Metrics User Satisfaction Business ROI Data Maturity
  • 12. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 9 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 9 Data Maturity Scorecard Strategy Architecture Technology Organization Total Average Score Next Steps
  • 13. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 10 Splice Machine | Proprietary & Confidential Infrastructure Overwhelmed Cloud Costs Out of Control Organizational Silos Multiple Overlapping Data Stores High Data Skills Turnover Resistance to Change “One Vendor” Mentality Outdated Tools Maturity Level 1
  • 14. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 11 Raise Data Maturity While You Accomplish Business Goals
  • 15. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 12 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 12 Data Strategy • Emerging Data Standards • Data Decentralization • Executive Awareness of Data • Partial Self-Service BI • Cloud First Direction Architecture • Central Data Warehouse(s)* • Emerging Platform Heterogeneity • Data Lake** In Development Technology • Master Data Sharing • Third Party Data Utilized • ML Chatter • Data Integration=ETL, ELT • Dashboards Organization • Data Governance • Agile Methodology • Data Specialists Maturity Level 2 *RDBMS **Cloud Storage
  • 16. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 13 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 13 Attend to both the Data and the Data Access Ecosystems
  • 17. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 14 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 14 Data Strategy • Data Layer Acknowledged • Reactive AI for Automation • Self-Service is Dominant Model Architecture • Multi-Year Architecture Direction/Plans • Data Lake in Production • Data Virtualization • Measured DQ Levels • Managing Many Data Types • Some Data Lineage Technology • Data Warehouse in Cloud • Graph Database For Relationship Data • MDM of a Major Subject Area • Use of Data Marketplace • Use of Data Catalog • Integration=Streaming • Integration=Reusable Organization • Data Governance By Subject Area Across Most Major Subject Areas • Organizational Change Management added to data projects • Chief Data Officer • Data Scientists • Strong Devops Maturity Level 3
  • 18. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 15 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 15 The Data Profile Drives the Platform Selection
  • 19. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 16 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 16 Maturity Level 4 Data Strategy • Data As Asset In Financial Statements / Executives • Predictive Analytics • AI Data Parsing • AI Curated Insights Architecture • Kubernetes • Identity Management • Rest APIs • Data Lakehouse • Full Data Lineage Technology • MDM >1 Major Subject Area • Data Catalog Populated • Data Observability • Search is Augmented and Interactive • Live Analytics • API Management Organization • Comprehensive Data Governance • Chief Information Architect/Equivalent • Strong MLops
  • 20. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 17 “It doesn’t take more time or budget to do it right. It takes knowledge and focus.”
  • 21. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 18 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 18 Data Strategy • Hyper-personalization • Prescriptive Analytics • Producing Information Products • Limited Memory AI Technology • “Complete” Enterprise MDM • Databases & Processing At Edge In IOT • Embedded Database In Applications • Policy Management Organization • Pervasive Data Governance • Finops/Multi-Hybrid-Cloud Maturity Level 5 Architecture • Data Fully Discoverable • Self-describing Data • Microservices and Containerized Analytical Architecture • Multi-model usage
  • 22. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 19 Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 19 Data Strategy Architecture Technology Organization Maturity Level 1-5 in 2023
  • 23. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 20 §There’s more Maturity in moving imperfectly than in merely perfectly defining the shortcomings §Build credibility §Don’t be afraid to fail §Have an open mind; There are different paths §No plateaus are comfortable for long §That resistance is not about Maturity Level 5, it’s the journey
  • 24. Copyright © 2022 McKnight Consulting Group, LLC All Rights Reserved Slide 21 Unlock Potential William McKnight www.mcknightcg.com 214-514-1444 Is Our Information Management Mature? @williammcknight