Data Consultation
Jaimee Zipf
Example of a Data Consultation with a focus on data quality and compliance.
Meeting Agenda: Data Quality, Compliance, & Security Strategy
Participants:
Data Strategist
CTO (Chief Technology Officer)
Head of Data
Compliance Officer
IT Team Lead
Security Team Member
Department Managers (Marketing, Sales, Operations)
Legal Team Representative
1. Introduction & Meeting Objectives (10 minutes)
Led by: Data Strategist
Purpose: Collect the key expectations of the Data Strategy. Collect perception of current state of data from Executives and upper Management. Understand current and past challenges, failed solutions, and projects.
2. Current State vs. Desired State of the Company
Led by: CTO, Head of Data
Agenda:
Current State: Review the existing data landscape, data sources, governance, security measures, and compliance status.
Challenges with inconsistent data quality, inefficient data processes, and vulnerabilities in compliance.
Existing gaps in data security protocols.
Desired State: Define the target state for the company.
A centralized, high-quality, secure data system with clear governance standards.
Full compliance with data regulations like GDPR, HIPAA, CCPA, with a security-first approach.
Transformation Goals: Align on goals like data accuracy, real-time insights, and regulatory adherence.
Key Outcome:
A shared vision of the company’s desired data quality, security, and compliance goals.
3. Current State of Data
Led by: Head of Data, Department Managers
Agenda:
Data Sources Review: Examine primary data sources and how they are managed.
Data Quality Issues: Explore challenges like duplicate, outdated, or inconsistent data across departments.
Impact on Operations: How these quality issues affect decision-making, reporting, and department efficiency.
Discussion Questions:
How significant is the gap between current data quality and desired performance?
Which data quality issues are the most problematic across departments?
What solutions have been attempted in the past and what were the outcomes?
4. Data Compliance Overview
Led by: Compliance Officer, Legal Team Representative
Agenda:
Compliance Landscape: Review compliance requirements impacting the company, such as GDPR, HIPAA, and CCPA.
Risks of Non-Compliance: Highlight legal and financial risks, especially regarding data breaches and regulatory fines.
Current Gaps: Identify areas where the company may be non-compliant.
Discussion Questions:
What immediate compliance risks need to be addressed?
How effective are current compliance policies and procedures?
What key challenges is the company currently facing?
5. Data Security: Current Challenges & Opportunities
Led by: Security Team Member
Agenda:
Current Security Posture: Review the company’s data security practices (e.g., encryption, access control, intrusion detection).
Vulnerabilities: Identify critical security gaps or weak points in data handling or system architecture.
Discussion Questions:
What are the most immediate security risks to the company’s data?
How can current security practices be improved to align with the company’s desired state?
6. Final Q&A and Closing Remarks
Led by: Data Strategist
Agenda:
Open floor for questions and clarifications.
Summarize key action points and roles for next steps.
Key Outcome:
Clear assignments for moving forward with a data analysis and strategy creation.
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Posted Sep 5, 2024
Examples of key items covered in a consultation for a medium sized business.
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