`

AI-Powered Data Cataloging Virtual Summit

Informatica EDC Adoption Best PracticesKhuan TanSenior Director, Product Management

2 © Informatica. Proprietary and Confidential.2

Need for Enterprise Data Catalog

Improve Customer Experience

Gain Competitive Advantage

Accelerate Time-to-Market

Foundation for Digital Transformation

3 © Informatica. Proprietary and Confidential.3

Enterprise Data Catalog OverviewA central place to collect, index, relate, annotate, and share knowledge about data assets

Broad Metadata Sources• Technical• Operational• Usage

Business Context• Glossary• Policies• Process

Wisdom of Crowd • Comments• Ratings• Behavior

Knowledge Graph

Business and Crowd Sourced Curation

AI Curated Catalog

Enterprise Data Catalog

Data Governance[Data Stewards/Data Owners]

• Associate business glossary to technical objects

• Verify business to technical lineage• Track key data elements compliance

Self Service Analytics[Data Analysts/Data Scientists]

• Google for enterprise data assets• Data lineage, holistic relationship view• Trust with data profile• Access to data

Data Asset Management[Architects/Developers]

• Analyze column-level lineage and change Impact

• View transformation logic• Data asset and BI usage

Structure Discovery, Profiling and Domain Discovery,

Similarity Clustering, Recommendations

Business Glossary Associations, Business

Classifications, Annotations, Comments

4 © Informatica. Proprietary and Confidential.4

EDC Value Across Key PersonasAccelerate digital transformations with faster data discovery, shorter time-to-insight, and reduced time-to-market

Data Analysts to easily search, discover, understand, and find data assets for analytics Data Scientists to understand impact to analytical models due to data structure, content and value changes

Data Stewards to effectively curate, certify data assets, analyze data lineage, and track key data elements for compliance

Data Architects to efficiently manage data assets, comprehend data transformations, and assess change impact

Data Steward Data Owner

DeveloperData Architect

Central Catalog

Business Analyst

Data Analyst

Data Scientist

5 © Informatica. Proprietary and Confidential.5

Path to Success with EDC

1

Formulate Program Strategy

2

Implement Program Strategy

3

Refine & Expand

6 © Informatica. Proprietary and Confidential.6

Define program strategy which:

• Aligns and supports your corporate vision• Focuses on delivering business impact with use cases linked to business drivers• Addresses user pain points• Communicates program value and long term direction

Corporate Vision

Identify Business Drivers/

Outcomes

Define Use Case and

Identify Pain Points

Define Your Program Strategy

Formulate your Program Strategy

7 © Informatica. Proprietary and Confidential.7

Example Program Strategy-based Vision, Business Drivers, Use Cases, and Pain Points

Corporate Vision• Aspire to provide the best health care

for our customers

Business Drivers• External drivers

- Increasing regulation- Support online patient self-service

• Internal drivers- 360 view of customers- Revenue growth

1

Use Cases • Lineage of key data elements• Customer data quality• Migrate DWH to cloud• Self-service analytics with big data

2

Challenges and Pain Points • Creating data lineage compliance report of key data elements is two

months of manual effort each year

• Data quality is questionable, not sure who is responsible

• No common business definitions causing data consistencies

• Data analysts and data scientists spends >75% of other time finding trusted, relevant data sets for analytics

Data Catalog Program Strategy• Democratize data asset knowledge and usage through a central

data catalog to support cross-functional collaboration, self-service analytics, IT modernization, and Data governance

3

3

8 © Informatica. Proprietary and Confidential.8

Start small with Pilot Project

• Define success criteria

• Evaluate use cases against success criteria

• Select use case for project

Refine and Expand

Guide to Implementing your Program Strategy

Avoid the pitfall of implementing data catalog as a technical/IT driven project scanning all sources with user adoption as an afterthought, or fall into trap of providing “all or nothing” solution demanded by your users. Instead learn from pilot, deliver quick wins, and expand.

Ingest and Enrich Metadata

Assign Users and Responsibility

Train Users, Track Usage, Communicate Often

• Start by ingesting 3 to 4 key metadata resources for the pilot

• Enrich your data catalog to provide business context and quickly find the right data asset

• Create users and users groups

• Assign user groups and permissions to resources

• Configure user privilege to prevent viewing of sensitive data on column data profile

• Train your users• Set user expectation• Monitor usage and

measure business impact

• Communicate program progress and direction with users and stakeholders

9 © Informatica. Proprietary and Confidential.9

Enrich Your Data Catalog

Why enrich

catalog?

• Think of the data catalog as your enterprise knowledge repository of data assets

• Ingesting technical metadata from sources is first step but it has limited value in helping your users find data assets, understand the business context, and use data assets appropriately

• Enriching your catalog amplifies the value of your data assets

What are the

options?

• EDC provides extensible options to enrich your catalog, such as: - Business terms- Data profiling- Data domain - Relationships- Similarity- Synonyms- User reviews- User ratings- Asset certification- Custom attributes- and more…

Where to start?

• Start enriching critical data assets with

Business title and description Business term Data owner, data steward Certify data assets Data profile Custom attributes, such as,

business usage, category Data domains, such as, PII

and PHI

10 © Informatica. Proprietary and Confidential.10

Practical Steps for Enriching Data Catalog

Create a resource to ingest Business Glossary

Create custom attributes

Create a resource to ingest source metadata (e.g., DB, BI, ETL)

Also configure:

a) Assign data owners

b) Profile data

c) Discover data domain

d) Assign and propagate custom attribute values

e) Auto-associate business terms

1

2

3

Catalog Admin UINote: A resource is a catalog object that represents an external data source or metadata repository from where scanners extract metadata. Assign object business title and

description individually or bulk upload via export/import

Certify data assets

4

5

Catalog End-User UI

User reviews, ratings, Q&A6

11 © Informatica. Proprietary and Confidential.11

Sample EnrichmentsAsset

Certification

Data Domain

Data Owner

Business Terms

Custom Attributes

Data Profile

Business Title

12 © Informatica. Proprietary and Confidential.12

Train and Support Your Users

Create Training Plan by User Roles• Create training curriculum by user roles • Train your support staff first; they will

be your internal functional and technical EDC experts

• Leverage Informatica University on-demand training, IPS Adoption Services

• Customize training for your users

Create Training Content and Videos• Engage your subject matter experts to

define hands-on training content• Compare and contrast the current

process versus using EDC to demonstrate the benefits using EDC

• Communicate the bigger picture with your program strategy and set user expectation

• Create short 3-4 minute videos as a how-to reference for performing common tasks

Leverage Business Champions to Train and Drive User Adoption • Create business ownership by

leveraging your champions as influencers to drive adoption in their team

• Leverage your company’s enablement experts

• Create training image on cloud to quickly spin-up training images and future training upgrades

1

2

3

1313 © Informatica. Proprietary and Confidential.

Summary

• Align corporate business direction

• Plan strategically, start with users in mind

Formulate Strategy• Keep first rollout simple,

focused; quick wins

• Make catalog relevant to users with business context information

Start with a Pilot• Train and show users how

data catalog helps them produce results

• Engage early adopters as your champions

Train Users• Conduct feedback

workshops, monitor usage

• Communicate success and expand program

Refine and Expand

Khuan Tan Dan Rothstein

Fireside Chat

Senior Director of Product Management, Enterprise Data

Catalog

Senior IT Data Architect

15 © Informatica. Proprietary and Confidential.15 © Informatica. Proprietary and Confidential.15 © Informatica. Proprietary and Confidential.

• Business-driven, not IT-driven

• High-level stakeholders support

• Start small focusing on one business area

• Gradually expand driven by business needs

• Ensure technical side (e.g. scanning new data sources) doesn’t get too far ahead of the business side (e.g. business glossary association)

• Ensure business stakeholders are actively engaged in every step

EDC Adoption – Lessons Learned

16 © Informatica. Proprietary and Confidential.16

ResourcesResources Description URL Link

Informatica EDC Learn more about EDC Link

Informatica Network Informatica Product Documentation, Releases, Communities, Support, and Knowledge Base articles Link

Informatica University Success Academy for EDC user role based on-demand training Link

EDC Community EDC Discussions, Documents, Videos, Blogs, How-Tos Link

EDC On-line Documentation Access EDC on-line guide by clicking on the Help “?” icon on the Catalog User UI.

Link

EDC Concepts* Key concepts in EDC include catalog, resource, scanner, data domain, etc. A great starting point for learning about EDC.

Link

EDC on GitHub EDC RestAPI Samples on GitHub Link

Product Availability Matrix Metadata scanner, OS, Repository DB support matrix Link

Informatica Professional Services Provides EDC business adoption and consulting services Link

`

Thank You