M3 Playbook > Phase 1: Readiness > 1.10 Plan and Conduct Initial Data Quality Assessment
1.9 Define As-Is and Initial Target State Systems Environments
1.11 Develop Initial Target State Concept of Operations and Scope of Services
1.10 Plan and Conduct Initial Data Quality Assessment
Technology
Objective
Develop initial data governance approach and conduct initial data quality assessment and cleansing plan.
View Best PracticesTask Activities
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Customer
Develop Data Governance Model to include the approach, process, roles and responsibilities, criteria/metrics
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Customer
Determine criteria for assessing data quality
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Customer
Conduct Data Quality Assessment, including master and transactional data
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Customer
Identify data issues (e.g. duplication, missing data, incorrect data) based on the assessment and prioritize data cleansing needs
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Customer
Develop a Data Cleansing Plan based on the prioritization
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Customer
Report updates in governance meetings and Status Reports/Dashboards
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Customer
Begin initial data cleansing
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Customer
Update the Project Business Case
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Customer
Populate the Investment Readiness Checklist
1.10 Best Practices
- It is critical to success to begin data cleansing activities well before migration activities begin and continuously throughout the implementation to assist with data readiness
- Define and establish the framework for the overall management of the availability, usability, integrity, and security of data in the Data Governance Model
- Assign dedicated resources for data cleansing activities to ensure successful migration
- Gain agreement on data governance including metadata management and data quality management
- Allocate a sufficient number of Subject Matter Experts (SMEs) with the appropriate skill sets to support data conversion activities throughout the implementation
- Establish criteria and metrics through the Data Governance Model on what threshold constitutes “clean” data. Outline the course of actions to cleanse data in legacy systems or staging area to prepare it for migration to the provider system in the Data Cleansing Plan
Stakeholders
Customer
- Business Owner
- Program Manager
- Functional Lead
- Technical Lead/Solution Architect
- Data Conversion Lead
- Data SME
Inputs
- Existing System Data Dictionaries
- Existing Data Quality Assessments
- Functional Specifications
- Project Business Case
Outputs
- Data Governance Model
- Data Cleansing Plan
- Status Reports/Dashboards
