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Last Updated Date Mar 26, 2024 |


The Planning phase for business involves initially assessing where your organization is at from a maturity perspective. Do you have appropriate leadership in place, and do have sponsorship and resources allocated? It’s valuable to have a maturity workshop to determine your capabilities from an overall governance perspective, while also evaluating your technology capability to support governance. This will give you an initial roadmap identifying the key areas of focus as the rollout continues.

We must also capture a clear definition of the Business Objectives for governance. These may be targeting a specific business area or use case, such as “Improve customer satisfaction” or “Comply with new Privacy laws”. In other instances, companies look at a particular Domain or Business Area like Customer Service or Compliance as a means to put boundaries around a well-defined pilot use case. This business use case is critical for driving adoption and acceptance of the governance strategy and technology.

The Use Case then helps to define more focused requirements for answering key scoping questions to be used in the Implementation phase, such as Stewards and the Glossaries and Taxonomies that will be in first use. The Planning phase is also where Metrics and Measures of Success are defined for the program; these must be communicated and then measured throughout the process.

Technical Planning involves several key components that can be accomplished in parallel. We will need to understand the target environment’s architecture, understanding not only where Informatica products will operating, but how they will interface with existing data driven applications. This will include platforming and on-prem / off-prem strategies as well as the security model and overall topology of the combined platform.

This phase also includes the creation of operational runbooks that guide operation, troubleshooting, and sizing of the application as they expand in usage over time.

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