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98 CHAPTER 9 Align and business value

Activity Summary Table

Objective Derive the organization’s goals and objectives and look
for DG opportunities to support business objectives.
Purpose Develop sufficient business information to provide input
for the DG team to determine some financial impacts of
DG.
Inputs Business plans, external research, internal project ROI,
budget, and management by objective (MBO) type
documents
Tasks 1. Gather/verify collective business goals and objectives.
2. Develop a list of known business challenges,
problems, and potential opportunities.
3. Turn challenges and opportunities into business
directions.
4. Ensure each goal or objective is measureable.
5. Convert goals and strategies into data requirements.
a. Gather metrics and indicators from other BIRs.
b. Identify standard industry metrics (if not done yet).
c. Map DG opportunities to BIRs and metrics to
verify model relevance.
d. Optional: Map measures to source systems where
data quality may be a concern.
6. Connect BIRs to data issues.
7. Build data usage/value worksheets, if required (these
show specific business activities that will use
information to accomplish business goals, so it is a
collection of use cases).
8. Determine the business context to present benefits of
DG.
9. Schedule facilitated sessions with business leaders or
subject matter experts.
10. Capture business benefit results in the session, or
refine results after presenting them.
11. Confirm the future relevance of goals and objectives to
DG.
12. Confirm measures of goals and objectives.
13. Clarify possible DG role in achieving business goals.
Techniques Business alignment, strategy mapping, use cases
Tools Enterprise architecture tools, Excel, planning tools
Outputs 1. Organization goals and objectives
2. Categorized business goals, etc., into opportunities,
challenges, problems
3. Business opportunities
4. Confirmed objectives and business metrics
5. Enterprise data requirements
6. Consolidated metrics and BIR list
7. Standard or industry metrics
8. BIR/metrics to data model cross reference
9. Metrics/BIRs to data quality issues cross reference
10. Enterprise DG touchpoints
11. Usage value/info lever worksheets or information
usage cases
12. Enterprise value context
13. Business discovery session schedule
14. Discovery session results
15. Confirmed business goals relevant to DG
16. Metrics for confirming business goals
17. DG roles in achieving business goals

FIGURE 9-5
Activity Summary Table.