EDM Enterprise Data Planning

  • Change is coming.  Extensive regulatory & competitive challenges. What are they? What are your organisations strengths and weaknesses and how will it adapt?
  • Whatever approach you choose, data will be central to the outcome.  Data is a complex, shared resource that requires enterprise and local level management.
  • The Enterprise Data Planning process is your opportunity to ENVISION the future state and to engage with key stakeholders to prepare a realistic plan for change.

ENTERPRISE DATA PLANNING is a 2 day training course that will:

  • Brief you on regulatory changes and their impact
  • Describe deliverables and processes of the plan
  • Show how to Envision the future state and engage stakeholders
  • Show how to prepare costs and benefits
  • Review successful and unsuccessful approaches
  • Show how to measure progress and refine the plan over time to maintain commitment

The course is case study based allowing delegates to work on key parts of the plan.

Course Overview


Overview of the process and deliverables

  • Establishing business goals and objectives
  • Assessing the impact of external factors
  • Assessing strengths and weaknesses
  • Envisioning the target
  • Specifying achievable data projects
  • Identifying costs and benefits
  • Packaging the Enterprise Data Plan
  • Gaining and maintaining commitment

Establish business information needs

  • Scoping the enterprise
  • Determining business/system goals by function/area.
  • Identifying data needs by function/area
  • Identifying priorities
  • Consolidating data requirements across the enterprise by subject area/class
  • Specifying universes of interest for each core data set

Enterprise Briefing on external changes

  • Regulation and Legislation
  • Industry conventions and Symbologies
  • Implementation timelines
  • Assessing impact

Assessing strengths and weaknesses

  • Organisational awareness and capability
  • Assess data supply chain
  • Assess data coverage by subject area/class
  • Operations, planning and control data assessment
  • Master data capability
  • Temporal and historic data coverage
  • Technology and tools
  • Data stores
  • Security
  • Collection, storage and distribution
  • Business Intelligence capability

For info and to book

Tanya.Hubbard@edmworks.com +44(0)20 3397 3461

Envisioning the target

  • The business model
  • Systems and technology architecture
  • Data architecture and models
  • Data universes of interest
  • Integration approaches and policies
  • Publishing/distribution approaches and policies
  • Enterprise dictionaries and semantics
  • Delivering Business Intelligence
  • Organisation and governance

Specifying achievable data projects

  • Reviewing common data needs
  • Scoping integration projects
  • Scoping shared/private data stores
  • Scoping distribution projects
  • The Business intelligence plan
  • Allocating responsibility: Central or Local
  • High level estimating for costs and resources

Costs and benefits

  • Identifying costs and benefits at project level
  • Identifying enterprise benefits
  • Organisational justification
  • Technology and tools benefits

Packaging the Enterprise Data Plan

  • Consolidating the projects
  • Assessing dependencies and risks
  • Summarising for management sign-off

Implementing the plan

  • Measuring progress and performance
  • Managing and coordinating the data program
  • Checkpoints and re-planning

After the Plan

  • Maintaining commitment
  • Monitoring external change
  • Maturity assessments and improvement

This course is for: 

Senior IT staff, Data Planners, EDM staff, Business Planners, Business Users