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Conducting your own Data Life Cycle Audit

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Presentation on theme: "Conducting your own Data Life Cycle Audit"— Presentation transcript:

1 Conducting your own Data Life Cycle Audit
Presented by: Information Technology Advisory Group ITAG December 3, 2003

2 Format of Presentation
ITAG Overview What is the Data Life Cycle Why should you conduct a Data Life Cycle Audit Steps to conduct your own Data Life Cycle Audit December 3, 2003

3 ITAG Overview Strategic technology consulting firm that focuses on the alignment of business and technology. Started in 1998 Primary market is associations (member-centric organizations) Created the ITAG Alliance December 3, 2003

4 ITAG Overview Proven methodologies: Business Technology Alignment
Strategic Planning Business Intelligence Technology Selection & Implementation Technology Initiative Management Business Continuation / Disaster Recovery Planning December 3, 2003

5 What is the Data Life Cycle?
The Data Life Cycle are the phases in which data moves through the organization. The different phases include how the organization collects, stores, processes and disseminates their key data. Key data defines the most critical or important data elements that are pertinent to supporting an internal organization’s specific business processes. December 3, 2003

6 Why should you conduct a Data Life Cycle Audit?
Eliminate duplication of work effort and increase overall productivity. Consolidate stranded information assets. Generate business intelligence in order to better facilitate customer relationship management. Support cross-departmental business functions. Enhance one-on-one (personalized) marketing. December 3, 2003

7 Why should you conduct a Data Life Cycle Audit?
Improve data maintenance and integrity. Helps identify data flow dependencies for business continuation/disaster recovery planning. Identify a complete enterprise application integration strategy. Creates a vehicle to communicate technology needs to senior management December 3, 2003

8 What does the AMS have to do with it?
AMS is core business (association) application which supports all four phases of the Data Life Cycle Streamlines data collection Primary data repository Supports transaction processing Base for reporting/business intelligence Identifies data integration Third party applications / data sources Strategic Partners Web December 3, 2003

9 Enterprise Application Integration
AMR Research (2003) 45% of companies require the same customer to place orders through separate systems 60% have limited or no integration between their front- and back-office systems 90% struggle with customer responsiveness, visibility, automation and data quality 20% of customer data is centrally managed December 3, 2003

10 How to Conduct a Data Life Cycle Audit
Identify primary business functions and associated processes and tasks for each Identify departments that are associated with each business function Document the Data Life Cycle for each business function (and process) Data Collection Data Repository Business Process Data Dissemination December 3, 2003

11 Primary Business Functions
Membership Committees / Boards Meetings Management Products / Publication Sales Sponsorship Education Certification Marketing Legislative Tracking Regulatory Tracking Finance Customer Service Communications Research PAC Foundation December 3, 2003

12 Business Function Analysis
What are the primary responsibilities (business functions) for each department? What other departments or business functions are directly related with this business function? What are the routine tasks to perform the primary responsibilities? What are the standard operating procedures? How current is your business continuity / disaster recovery plan? December 3, 2003

13 Business Functions The same business function can be performed by multiple departments. Processes and tasks related to a business function can cross over multiple departments. A business function can have multiple processes and tasks associated with it. December 3, 2003

14 Data Collection Methods
Web Forms Conversations Third-Party Strategic Partners Abstracts (Call for Speakers) Membership Application Subscriptions Order Entry Meetings Registration Exhibit Registration Surveys External Societies or Chapters December 3, 2003

15 Data Collection Analysis
What key data is required to support each business function? What key data is collected during each data collection method identified for each business function? What is the frequency of collected key data based upon each data collection method? What key data is considered static, non-static or calculated? December 3, 2003

16 Key Data Mapping December 3, 2003

17 Data Storage Analysis Where does the key data reside that supports each business function (AMS, Word, Excel, etc.)? What format is the data? How does that data get accessed (standalone, networked, remote application)? Based upon the interdependencies of key data between business functions, does each business function have access to the most current and accurate data source? What are the key indexes for each data repository? How much data is being stored? December 3, 2003

18 Data Repository Map PAC CRM/AMS Chapters FMS
Online Meeting Registration Online Product Sales PAC Certification CRM/AMS Chapters Stranded Information Assets Press/ Media Legislative/ Regulatory FMS December 3, 2003

19 Challenges with Stranded Information Assets
Technical Challenges Multiple data sources, data types, locations Data accessibility Redundant data sources Organizational Challenges Managing information Maintaining data integrity Creating accurate and timely reports Publishing to Members, Committees or Board December 3, 2003

20 Process Analysis What process is being supported based upon data collected by a different business function? Are there manual processes which can be automated easily? What processes are supported by web-based applications? What external strategic partnerships do you have that support internal business functions – how does those partnerships impact the process, including data collection, storage and dissemination? December 3, 2003

21 Business Process Map Customers Meetings/ Education Products Exhibits
Committee Management Customers Legislative / Regulatory Financial Reporting Certification December 3, 2003

22 Data Dissemination Methods
Digital Content for Sale List/Reports/Queries Inter/Intra/Extra Net Business Intelligence Forecasting New Product/Service Enhance Customer Service Knowledge Creation Web Forms PDA Personalized s Publications File Transfer Conversations December 3, 2003

23 Data Dissemination Analysis
What are the different tools used for disseminating data (report writers, data mining tools, etc.)? What format does key data get disseminated? Reports Publications Web Content PDA External Strategic Partnerships What other applications is data being disseminated to? December 3, 2003

24 Data Life Cycle Map Data Collection Repositories Processes
Data Collection Repositories Processes Dissemination Data Life Cycle Map Data Collection Repositories Processes Dissemination Mail Store Mail Store Mail Store PDA PDA PDA Action Trigger Content Update Trip Reports CEU Verification Issue Lobbyist AMS/ Subset Dynamic Update Web Forms Analytics Meeting Registration Product Purchase Member Profile Temp DB/ Other Batch Update Integrity Reporting Data Entry Survey Membership Application December 3, 2003 Temp DB/ Other Batch Update Analytics Data Entry

25 Data Life Cycle Data Collection Repository Process Dissemination
Continuous December 3, 2003

26 Conducting your own Data Life Cycle Audit
THANK YOU! Presented by: Information Technology Advisory Group ITAG December 3, 2003


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