1. Data Stewardship Program V4.1

2. 2 Data architecture treats information as an enterprise asset. What is Data Architecture Provides the vision for information as an enterprise asset –Security –Timeliness –Quality Defines principles that promote a shared, available, information environment that can grow over time Identifies requirements to be implemented in support of the data principles: –Naming conventions –System of origin (external sources) –System of record (official source) –Data modeling standards –Documentation of exceptions What is Data Architecture Provides the vision for information as an enterprise asset –Security –Timeliness –Quality Defines principles that promote a shared, available, information environment that can grow over time Identifies requirements to be implemented in support of the data principles: –Naming conventions –System of origin (external sources) –System of record (official source) –Data modeling standards –Documentation of exceptions History of Data Architecture at DWR Approved a set of Data Principles in February 2002 State Water Contractor’s emphasized need to implement the warehouse based on DWR’s accepted Data Stewardship and principles A data warehouse, by its nature, is the technical implementation of a data architecture strategy SAP Phase 2b implemented business warehouse technology History of Data Architecture at DWR Approved a set of Data Principles in February 2002 State Water Contractor’s emphasized need to implement the warehouse based on DWR’s accepted Data Stewardship and principles A data warehouse, by its nature, is the technical implementation of a data architecture strategy SAP Phase 2b implemented business warehouse technology

3. 3 Data Architecture Data architecture organizes data into related buckets (a.k.a. subject areas) that are: independent of technology and independent of organization.

4. 4 Data stewardship will help realize data architecture goals. Get the department to view data as an important asset (similar to equipment, money, people, etc.) Create an environment that fosters improving the quality & use of data – Incentives – Controls Establish a working group to implement and manage the Data Stewardship Program

5. 5 DWR Data Stewardship Hierarchy Governance Data Managers Data Definers/ Data Producers Data Steward Chair Data Users Technology/Support Services

6. 6 Expectations and Challenges

7. 7 Governance Expectations: Encourage treating data as any other corporate asset Establish incentives for cooperative, integrated data storage and sharing Resolve escalated integration issues Responsible for data stewardship oversight Challenges: Leading the transition from project back to the organization/data manager.

8. 8 Data Stewardship Chair Expectations: Chairs the overall Data Stewardship Program –Communicates and reports on progress to Governance Board –Drives issues through resolution Helps train and support data stewards and data managers Point person to coordinate the data stewards – Meetings – Activities Challenges: Initial effort to ramp up the program Maintaining interest and participation in the program

9. 9 Data Managers Expectations : Accept overall responsibility for specific subject matter data Assign data stewards for operational support through updated duty statements Assign data stewards to projects Annually review their data stewards’ performance Provide resolution for escalated data integration issues or further escalate them if necessary Challenges: Identifying and supporting their data stewards Encouraging staff (end users) to adhere to changes

10. 10 Data Definers and Producers Expectations: Vision of what the future of data integration within the Department can be Look for ways to improve the status quo of how data is managed – strive for improvements in how data is defined, produced and used Motivate organizations to achieve data integration Set an example of data-related behavior for the Department to follow Fully understand data for which they are responsible Challenges: People identified as data stewards are likely supporting other efforts; One more thing to add to their plate Getting and keeping staff motivated to be data stewards

11. 11 Data Steward Roles and Responsibilities

12. 12 Data Steward Roles Data Definers… define data that will be used by the organization, how it will be used, and how it will be managed. Data Producers… produce, create, update, delete, and retire data that will be managed. Data Users… use data as part of their job.

13. 13 Data Definers are responsible for… defining data requirements; creating, reviewing and approving data definitions; identifying data quality standards; identifying and classifying data access levels; identifying and documenting regulatory and legal issues, including data retention requirements; supporting and documenting regulatory and legal issues including data retention requirements; supporting/sharing knowledge with other stewards; developing and understanding business rules; knowing who might be impacted by changes; and communicating concerns, issues and problems with data to the Data Stewardship Committee Chair.

14. 14 Data Producers are responsible for… managing the integrity and quality of the data created or updated in their organization or processes; managing and controlling data creation; managing the completeness and timeliness of data; communicating new and charged business requirements to individuals that may be impacted; and communicating concerns, issues, and problems with data to individuals that can influence charge.

15. 15 Data Users are responsible for… maintaining the integrity of data used to perform their jobs; communicating new and changed business requirements to individuals that may be impacted including the Data Producer; and communicating concerns, issues, and problems with data to individuals that can influence change including the Data Producer.

16. 16 Technology and Support Services (DTS, application support, etc.) Expectations: Develop and support the infrastructure at the request of Data Stewards –Security –Integration Encourage and enforce proper usage of data Implement data security and access control Represented on Data Stewardship Committee Challenges: Mechanism to escalate issues and concerns with adherence with data principles

17. 17 On-Going Duties of Data Definers and Producers Big picture Monitoring and improving the quality of data Addressing security and authorization issues Monitoring and improving adherence to data principles Linking data to business rules, policies and procedures Identifying areas for integration of data or business process Collaborating with Business Process Owners Big picture Monitoring and improving the quality of data Addressing security and authorization issues Monitoring and improving adherence to data principles Linking data to business rules, policies and procedures Identifying areas for integration of data or business process Collaborating with Business Process Owners Regular Activities Understanding issues and concerns end users have with the data Meeting with technical support teams to assess usage and quality Approving security / access requests Encouraging usage and adherence to data principles, by working with managers, end users and department leadership Integrating with other Data Stewards Attending and participating on Data Stewardship Committee Regular Activities Understanding issues and concerns end users have with the data Meeting with technical support teams to assess usage and quality Approving security / access requests Encouraging usage and adherence to data principles, by working with managers, end users and department leadership Integrating with other Data Stewards Attending and participating on Data Stewardship Committee As Needed Activities Working with technical staff to change data models Escalating issues to Data Stewardship Committee As Needed Activities Working with technical staff to change data models Escalating issues to Data Stewardship Committee

18. 18 Management of the Data Stewardship Program The chair schedules and facilitates activities and meetings for the entire program. The chair delivers a Data Stewardship / data quality report to Governance bi-monthly. The committee reviews Data Dash Boards produced by stewards as needed. The committee discusses and resolves issues brought forth. Each steward is responsible for activities within their subject area

19. 19 DWR Enterprise Data Group Subject Areas Water Deliveries Forecasts Measures Schedules Supplies Transfers Demands Studies Use Incidents Plans Local Assistance Power/Energy Deliveries Capacities Schedules Supplies Studies Use patterns Generation Facilities Structures Inspections Modifications Outages Maintenance Recreation Operation Environment Species Habitat Climate Remote Data Specifications Plans Drawings Geo-technical Projects

20. 20 DWR Enterprise Data Group Subject Areas (cont.) Business Permits Plans Regulations Vendors Testimony Contracts Procurement Communication Policy/Procedure/ Orders Education Graphic/Art/Video Equipment/Assets References Finance Revenues Budgets Expenses Travel Cost Allocations Cost Financing/Bonds Human Resources Personnel Positions Recruits Training Safety Collective Bargaining Land Assets Right of Way Surveys Maps Aerial Photos Permits Regulations Use Cadastral

21. 21 Data Stewardship Architecture

22. 22 Fuel Distribution and Storage Data Model Kim, this is where the newer version of the data model goes per your note on v3.0. I either didn’t receive it from you or lost it.

23. 23

24. 24 Fuel Distribution and Storage Metadata CATEGORYBUSINESS DATA SETFUEL SYSTEM DATA SYSTEM of ORIGINEJWARD SYSTEM of RECORDEJWARD, SAP Materials Management DATA DESCRIPTIONAll data that is generated throughout the Department's onsite fueling process, including vehicle, license, employee PIN, gallons pumped, tank levels, etc. Data Mgr.Tom Speer Data DefinerJames Pearson Data ProducerTransportation Office Staff Vehicle Drivers Data UsersTransportation Office Staff Fuel Site Owners Fuel Purchasers DATA MODEL YES/NOyes DATA DASHBOARDyes

25. 25 Data Stewardship Database Kim, this slide will need to be developed. Below is my take based on Bob’s response to my request for information about the database. I don’t know if where on the intranet it will be accessed is yet determined. The Data Stewardship Database consists of eleven data elements: Category, Data Set, System of Origin, System of Record, Data Description, Data Manager, Data Definer, Data Producer, Data Users, Data Model, and Data Dashboard. Essentailly, certain type of data will be be entered, with subsequent data entries managed and monitored by individuals who have been entered into the system. The types of information to be entered have to do with subject area, which consists of: Water Power/Energy Facilities Environment Engineering Finance Human Resources Land Business