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Hyatt Regency



5 Embarcadero Center,
San Francisco, California, USA 94111

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Wednesday, June 20, 2012

4:30 p.m. - 5:00 p.m.
Track: Data Governance View Track

CASE STUDY: DATA GOVERNANCE STEP 1 = METADATA, BUSINESS TERMINOLOGY & IT PORTFOLIO AS PRE-MDM PHASE

Dan Myers, Enterprise Data Management Manager, FARMERS INSURANCE

This is a case study about how Farmers Insurance has documented subject areas of key data elements, which support both Reference Data Management (RDM) and Master Data Management (MDM).

This session will be useful for organizations that struggle with diverse businesses units that don’t agree on definitions and many disparate sources of data. It will also be helpful for MDM project teams that are looking for a successful method of documenting and sharing subject area documentation as part of an integration/master data project.

How can data management professionals document and understand data subject areas and master data domains in a large portfolio of applications that are managed by disparate teams? Farmers Insurance understands that, without Data Governance, future MDM efforts will not be successful.  In 2009 Farmers adopted a business terms and metrics policy in conjunction with a metadata management policy in order to define attributes. This has facilitated integration of systems and alignment of subject areas required to integrate data in future MDM efforts. Additionally, Farmers has built out an extensive systems landscape of all of Farmers’ IT systems in order to understand the data flow and system of record for subject areas across legacy and modern systems.

This case study will focus on:

  • Indentifying the business and technical definitions required in preparation for integration and how governance policies can be implemented
  • Establishing a business glossary and metadata repository to facilitate governance that improves the probability of successful  integration/MDM projects
  • Maximizing IT portfolio governance by establishing what diagrams have been useful to document existing systems landscapes

 

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