The Forrester Wave : Data Governance Stewardship And Discovery Providers, Q2 2017

Transcription

1 The Forrester Wave : Data Governance Stewardship And Discovery Providers, Q by Henry Peyret Why Read This Report In our 28-criteria evaluation of data governance stewardship and discovery (DGSD) providers, we identified the 12 most significant ones Alation, ALEX Solutions, BackOffice Associates, Cloudera, Collibra, DATUM, Global Data Excellence, Global IDs, IBM, Infogix, Informatica, and SAP and researched, analyzed, and scored them. This report shows how each provider measures up and helps enterprise architecture (EA) professionals make the right choice. Key Takeaways DATUM, Collibra, And Global Data Excellence Lead The Pack Forrester s research uncovered a market in which DATUM, Collibra, and Global Data Excellence lead the pack. Alation, Informatica, SAP, ALEX Solutions, Infogix, BackOffice Associates, and IBM offer competitive options. Cloudera and Global IDs lag behind. EA Pros Are Looking For Strategic Partners The DGSD market is growing because more EA professionals see it as a way to address their top challenges and because they increasingly trust providers to act as strategic partners, advising them on their top data governance stewardship and discovery decisions. Methodology, Data Valuation, And Roles Covered Differentiate Products Products vary in their support for implementation methodology and how metrics guide implementation. The products also differ in terms of how they support valuing data that uses different perspectives. Role support is a third key area of differentiation. forrester.com

2 The Forrester Wave : Data Governance Stewardship And Discovery Providers, Q by Henry Peyret with Alex Cullen, Alex Kramer, and Sam Bartlett Table Of Contents Related Research Documents DGSD Addresses Both Tech Management And Business Stakeholders Data Governance Stewardship And Discovery Are Converging To Serve Data Scientists The DGSD Market Still Presents User Challenges Data Governance Stewardship And Discovery Evaluation Overview Evaluated Vendors And Inclusion Criteria Vendor Profiles Leaders Strong Performers Contenders Other Vendors Not Included In This Report Supplemental Material Data Governance Archetypes Shape The Focus And Fate Of Your Business Enhance Your Data Governance To Meet New Privacy Mandates Vendor Landscape: Data Governance Stewardship And Discovery Solutions Forrester Research, Inc., 60 Acorn Park Drive, Cambridge, MA USA Fax: forrester.com 2017 Forrester Research, Inc. Opinions reflect judgment at the time and are subject to change. Forrester, Technographics, Forrester Wave, TechRadar, and Total Economic Impact are trademarks of Forrester Research, Inc. All other trademarks are the property of their respective companies. Unauthorized copying or distributing is a violation of copyright law.

3 DGSD Addresses Both Tech Management And Business Stakeholders Data is finally getting the recognition it deserves. It s becoming key for not only transactions and decision reports but also operations, customer engagement, product design, and product and service innovations, and it s now developing into a new source of revenue for organizations as well. But firms must govern both internal and external data to improve its quality, protection, regulatory compliance, use, and storage. For each governance activity, tools execute policies such as extract, transform, and load; data quality maintenance; master data management (MDM); and life-cycle management. These tools also monitor security and metadata repositories. Data Governance Stewardship And Discovery Are Converging To Serve Data Scientists Forrester introduced the DGSD category in 2014 to consolidate policy management in one place, rather than assessing only those data governance capabilities embedded in data quality, MDM, or data security tools. This new category helped EA pros support business stakeholders as well as tech management users. The success of big data and self-service business intelligence (BI) has driven the emergence of the data catalog and data discovery category to better address data scientists concerns. But these new data stakeholders are realizing that they need to not only share their knowledge with other data scientists but also govern new data uses with advanced algorithms. For this Forrester Wave evaluation, Forrester therefore analyzed the converging markets of data governance stewardship and discovery as one domain. 1 The main objectives of these solutions are to: Manage data policies and rules centrally. Data stewards, including business and tech management stakeholders, use these tools to improve the quality, uniqueness, security, privacy, and life cycles of their data. Better data governance and reporting help improve process efficiency, reduce tech management and business risk, enforce compliance, and improve trust. Discover and document data sources. Data stewards must do this for all internal and external data sources both to meet regulatory requirements and to support the new usage of data within systems of insight. Manage compliance with evolving regulations. New data projects must determine which policies and rules will affect them and how to manage these requirements. Industrialize privacy management. This includes broader regulations like the European Union s General Data Protection Regulation (GDPR), which affects many roles across the enterprise. The DGSD Market Still Presents User Challenges During our evaluation of the DGSD market, we surveyed 35 customer references provided by the participating vendors. Despite broad differences between the vendors in terms of their coverage and the stakeholders they serve, we found that their customer references shared common concerns: 2

4 User interfaces need to better support multiple stakeholders. Data governance tools touch many domains, such as data quality, security, MDM, life cycle, and privacy, with more yet to come. They thus involve a growing number of stakeholders with very different needs the new EU GDPR draws in data analysts, data scientists, and data protection officers, for example. EA pros should look for strong change management support and adaptable tools and UIs that support multiple business profiles and stakeholder objectives. Integration requires improvement. Despite vendor efforts with APIs and metadata exchange, nearly all the customer references we spoke with complained about the amount of time they spent integrating their different tools to provide efficient data governance. Platform vendors haven t fully solved the problem of compatibility between their own products, while systems integrators still struggle to integrate them with existing data governance and metadata management solutions. Support for GDPR remains weak. GDPR seems to be the magic word for vendors when selling their solutions due to the pressure imposed by the May 2018 deadline. But despite almost all the vendors announcing that they have a method, some templates, or their own solution to support GDPR, coverage is still very weak. While vendors initial offerings will help EA pros satisfy the regulators at first, all these solutions are a long way from supporting privacy management more broadly. 2 Although vendors are still waiting for the results from their early GDPR projects, we expect to see many solution enhancements in the next two years. Vendors will need to demonstrate the value of their GDPR practice, methodology, and solutions and offer these out of the box, rather than as custom implementations. The vendor landscape is in flux with acquisitions and outside investors. Most of the vendors in this market are still small, and the larger platform vendors are buying them. But many outside investors are currently investigating significant investments in this market. Forrester sees this as a positive sign for the development of the market and offerings but increases a risk of overpromising and underdelivering. Data Governance Stewardship And Discovery Evaluation Overview To assess the state of the DGSD market and see how the vendors stack up against each other, Forrester evaluated the strengths and weaknesses of top data governance stewardship and discovery vendors. After examining past research, user need assessments, and vendor and expert interviews, we developed a comprehensive set of evaluation criteria. We evaluated vendors against 28 criteria, which we grouped into three high-level buckets: Current offering. We assessed the vendors on the following capabilities: stewardship management; policy management; data governance management; data discovery; integration and platform; templates; frameworks; and methodology. We exclude criteria that don t help differentiate the vendors, so we did not include metadata repository capabilities in this evaluation. 3

5 Strategy. We assessed the vendors on their product strategy, performance, market approach, and partner ecosystem. Market presence. To determine market presence, we evaluated each vendor s revenues and number of customers. Evaluated Vendors And Inclusion Criteria Forrester included 12 vendors in the assessment: Alation, ALEX Solutions, BackOffice Associates, Cloudera, Collibra, DATUM, Global Data Excellence, Global IDs, IBM, Infogix, Informatica, and SAP. Each of these vendors has (see Figure 1): 3 Data governance stewardship capabilities. Products have the capabilities to support data stewards in efficient collaboration around policies for data quality, uniqueness, life-cycle management, regulatory compliance, security, privacy, and applicability enforcement. Data discovery and a data catalog. Vendors support data discovery and put all of the metadata describing data into a catalog. This catalog provides lineage and semantic meaning and supports search. A reputation in the data governance market. Vendors have a market process, and customers are aware of them, based on the volume of inquiries Forrester receives. Additionally, these vendors are responding not just to today s requirements but also with an understanding of where the market is going. 4

6 FIGURE 1 Evaluated Vendors: Product Information And Selection Criteria Vendor Alation ALEX Solutions BackOffice Associates Cloudera Collibra DATUM Global Data Excellence Global IDs IBM Infogix Informatica SAP Product evaluated Alation Enterprise Edition ALEX Version 2.23 (2.24 RC1) Data Stewardship Platform 6.5 Cloudera Enterprise 5.10 Collibra Data Governance Center Information Value Management DEMS (Data Excellence Management System) Enterprise Information Management Software InfoSphere Information Governance Catalog Data Governance Suite Enterprise Information Catalog Informatica Axon SAP Data Services 4.2 Enterprise Edition SAP Information Lifecycle Management 1.0 Vendor inclusion criteria Data governance stewardship capabilities. Products have the capabilities to support data stewards in efficient collaboration around policies for data quality, uniqueness, life-cycle management, regulatory compliance, security, privacy, and applicability enforcement. Data discovery and a data catalog. Vendors support data discovery and put all of the metadata describing data into a catalog. This catalog provides lineage and semantic meaning and supports search. A reputation in the data governance market. Vendors have a market process, and customers are aware of them, based on the volume of inquiries Forrester receives. Additionally, these vendors are responding not just to today s requirements but also with an understanding of where the market is going. 5

7 Vendor Profiles This evaluation of the DGSD market is intended to be a starting point only. We encourage clients to view detailed product evaluations and adapt criteria weightings to fit their individual needs through the Forrester Wave Excel-based vendor comparison tool (see Figure 2). FIGURE 2 Forrester Wave : Data Governance Stewardship And Discovery Providers, Q2 17 Strong Strong Challengers Contenders Performers Leaders Current offering Global Data Excellence DATUM Informatica Collibra BackOffice Associates SAP ALEX Solutions Alation Infogix IBM Go to Forrester.com to download the Forrester Wave tool for more detailed product evaluations, feature comparisons, and customizable rankings. Global IDs Cloudera Market presence Weak Weak Strategy Strong 6

8 FIGURE 2 Forrester Wave : Data Governance Stewardship And Discovery Providers, Q2 17 (Cont.) Current Offering 50% Forrester s weighting 2.84 Alation 3.06 ALEX Solutions BackOffice Associates Cloudera Collibra DATUM Global Data Excellence Global IDs IBM Infogix Informatica SAP Stewardship management 20% Policy management 15% Data governance management 15% Data discovery 20% Integration and platform 15% Templates, frameworks, and method 15% Strategy 50% Product strategy 50% Performance 15% Market approach 15% Partner ecosystem 20% Market Presence 0% 4.00 Revenue 50% Number of customers 50% Average deal size 0% All scores are based on a scale of 0 (weak) to 5 (strong). 7

9 Leaders DATUM. DATUM provides a cloud-based and on-premises data governance platform that evaluates the impact of data on processes. Role-based access ensures that each user has visibility into the metrics and dashboards they need. The platform also focuses on enterprise collaboration to engage subject matter experts in data governance. With a background in services, DATUM offers an accelerator matrix to help customers reach value quickly. It worked closely with its customers when defining its product road map, which focuses on making it easier for organizations to support data accessibility that drives business value. Collibra. Collibra provides a configurable collaborative platform that is designed to meet the needs of 15 different user personas. Each user can configure their personal dashboard with the widgets they need. Collibra fits particularly well for data governance teams and chief digital officers. It supports the data governance capabilities needed for GDPR compliance. The catalog part of its offering expands the capabilities for data analysts/scientists to find, access, and collaborate on data sets, and the upcoming data profiling capability and visual exploration will enhance that support even more. Global Data Excellence. Global Data Excellence uses artificial intelligence and semantics to automate data governance, business excellence, and analytics. Global Data Excellence leverages advanced university research in semantic models and AI to automate numerous, currently painful manual tasks for DGSD. Its road map focuses on improving its UI for data visualization and enhancing its collaboration tools to support data sharing throughout an organization. The vendor s primary market presence is in EMEA, but it has partners for sales and support in other regions. 4 Strong Performers Alation. Alation provides a strong data catalog capability, focusing on supporting analytics and insight. A four-year-old company, Alation has positioned itself as an automated data catalog built for collaboration. The vendor provides customizable dashboards and alerts for data stewards. Its typical buyers are chief data officers, vice presidents of analytics or data science, and heads of data governance. Its clients are increasingly asking for more data governance capabilities. Alation has a strong indirect sales channel and is expanding its direct sales presence from North America to Europe this year to support new production customers in Europe, including Allegro, Munich Re, and Tesco. Informatica. Informatica acquired Diaku in early 2017 to expand its data governance and compliance capabilities. Informatica s solution for data governance provides Enterprise Information Catalog (a metadata-driven repository), Axon for collaboration and graphical metrics (including for non-technical business users), Data Quality, and Secure@Source for security purposes. Informatica currently enables Data Governance 2.0 (meaning data governance capabilities for big data, selfservice BI, cognitive analytics, and privacy) by benefiting from advanced lineages and AI capabilities to help meet compliance standards such as GDPR, BCBS 239, CCAR, HIPAA, and more. 5 8

10 SAP. SAP provides information stewardship as part of its Enterprise Information Management solution, which includes capabilities such as master data governance and data quality. SAP views data governance s role as mainly to support process efficiency and report production accuracy. This is very much in line with Data Governance 1.0 objectives (100% data quality, data uniqueness, data availability for life cycle and compliance, and 100% data security) for the quality, uniqueness, life cycle, and security of data. 6 Typical stakeholders are the data governance team and/or BI team. SAP has announced a new data preparation platform for June 2017; this will include new governance capabilities to support data analysts and data scientists. ALEX Solutions. ALEX Solutions provides a cloud-based data governance solution designed to support business and technical users. Its key features are structured and unstructured data scanners, profiling, data usage tracking, and simple value and impact ratings. Its offering is able to automatically classify sensitive information and determine which users can access it based on their predefined roles. ALEX Solutions is based in Australia but has worldwide partners to cover other regions. Its product strategy is focused on establishing an enterprise data marketplace, a collaborative platform through which enterprise data can be managed and shared with stakeholders to leverage the business value of enterprise data assets. Infogix. Infogix acquired Data3Sixty in early 2017 to expand its platform and offer support for policies, external and internal data stewards, collaboration, and external data source management. It provides a customized view for each data steward that highlights every conversation or task for which they are responsible. Infogix also provides an out-of-the-box template for GDPR and is able to implement its solution in 30 to 60 days. It maintains a public product road map and leaves 20% of its capacity unplanned in order to rapidly meet customer demand for new functionality. BackOffice Associates. BackOffice Associates is an enterprise information data governance and data stewardship solution provider that supports the data management journey from migration, archival, data quality, and analytics to data governance and master data management. It provides data scanners, data profiling, data quality, and collaboration, a basic but useful data valuation approach. Currently, BackOffice Associates is addressing new domains for data governance, including complex privacy governance as required by GDPR. The vendor has offices in North America, EMEA, and Asia-Pacific. IBM. IBM is a recognized leader in executing data governance policies, with multiple products covering data quality, MDM, the data life cycle (with Optim), and security (with Guardium). In Q4 2014, IBM added a policy management capability called Stewardship Center based on its well-known Business Process Manager product, available on-premises or as a hosted offering. Stewardship Center enables users to create diverse policies, which are defined in natural language. IBM is moving toward a holistic governance model, which will allow users to view data across business systems and applications. Working on IBM s unified governance strategy, the company will bring together more advanced semantic capabilities in the form of metadata, structured and unstructured, on information assets from sources on-premises and in private and public services. Customers can obtain a holistic view of their information assets. 9

11 Contenders Cloudera. Cloudera is designed to support Data Governance 2.0 with collaboration between technical and business users. Its platform provides role-based access and preconfigured dashboards to support different user types. It offers robust support for tracking data governance issues by easily defining policies and determining which data sets are impacted and which events to trigger via the use of automated workflows. Cloudera focuses on delivering a scalable and open governance foundation for big data analytics that addresses the limitations of big data platforms. It integrates with specialty partner tools to deliver value-added data governance functions. Cloudera s vision is to help IT organizations transition to the cloud by providing data governance in on-premises, cloud, and hybrid deployments as a transition path. Global IDs. Global IDs focuses on data catalog features with some advanced capabilities for GDPR and data analysts and scientists. For GDPR, it can detect personally identifiable information and data that raises privacy concerns after multicolumn aggregation. It lacks data governance capabilities but could complement other tools such as Collibra. It is particularly interesting for large organizations because of its ability to treat millions of columns. Global IDs strategy is to work with organizations on a limited scope initially and then expand to a global implementation once it has proven its value. The vendor is based in North America and will launch its first international reseller partnership in EMEA in Other Vendors Not Included In This Report Alteryx. Alteryx is a California-based data analytics company. It purchased Semanta and has completely rebuilt its offering, but this wasn t available in time for this Forrester Wave evaluation. ASG Technologies. We invited ASG to participate in this Forrester Wave evaluation, but it declined, as many of the features in its Enterprise Data Intelligence product that the company wished us to assess would not be available until midyear Talend. Talend provides data management, integration, and master data management. We invited Talend to participate in this Forrester Wave evaluation, but it declined. 10

12 Engage With An Analyst Gain greater confidence in your decisions by working with Forrester thought leaders to apply our research to your specific business and technology initiatives. Analyst Inquiry To help you put research into practice, connect with an analyst to discuss your questions in a 30-minute phone session or opt for a response via . Learn more. Analyst Advisory Translate research into action by working with an analyst on a specific engagement in the form of custom strategy sessions, workshops, or speeches. Learn more. Webinar Join our online sessions on the latest research affecting your business. Each call includes analyst Q&A and slides and is available on-demand. Learn more. Forrester s research apps for iphone and ipad Stay ahead of your competition no matter where you are. Supplemental Material Online Resource The online version of Figure 2 is an Excel-based vendor comparison tool that provides detailed product evaluations and customizable rankings. Data Sources Used In This Forrester Wave Forrester used a combination of three data sources to assess the strengths and weaknesses of each solution. We evaluated the vendors participating in this Forrester Wave in part using materials that they provided to us by June 7, Vendor surveys. Forrester surveyed vendors on their capabilities as they relate to the evaluation criteria. Once we analyzed the completed vendor surveys, we conducted vendor calls where necessary to gather details of vendor qualifications. 11

13 Product demos. We asked vendors to conduct demonstrations of their products functionality. We used findings from these product demos to validate details of each vendor s product capabilities. Customer reference survey. To validate product and vendor qualifications, Forrester also conducted reference surveys with around three of each vendor s current customers. The Forrester Wave Methodology We conduct primary research to develop a list of vendors that meet our criteria for evaluation in this market. From that initial pool of vendors, we narrow our final list. We choose these vendors based on: 1) product fit; 2) customer success; and 3) Forrester client demand. We eliminate vendors that have limited customer references and products that don t fit the scope of our evaluation. After examining past research, user need assessments, and vendor and expert interviews, we develop the initial evaluation criteria. To evaluate the vendors and their products against our set of criteria, we gather details of product qualifications through a combination of lab evaluations, questionnaires, demos, and/or discussions with client references. We send evaluations to the vendors for their review, and we adjust the evaluations to provide the most accurate view of vendor offerings and strategies. We set default weightings to reflect our analysis of the needs of large user companies and/or other scenarios as outlined in the Forrester Wave evaluation and then score the vendors based on a clearly defined scale. We intend these default weightings to serve only as a starting point and encourage readers to adapt the weightings to fit their individual needs through the Excel-based tool. The final scores generate the graphical depiction of the market based on current offering, strategy, and market presence. Forrester intends to update vendor evaluations regularly as product capabilities and vendor strategies evolve. For more information on the methodology that every Forrester Wave follows, please visit The Forrester Wave Methodology Guide on our website. Integrity Policy We conduct all our research, including Forrester Wave evaluations, in accordance with the Integrity Policy posted on our website. Endnotes 1 For an initial overview of the DGSD market, see the Forrester report Vendor Landscape: Data Governance Stewardship And Discovery Solutions. 2 Forrester considers the EU s GDPR to be only a starting point for privacy management. Many companies are still largely unaware of the need for transparency in their relationships with customers and governments. 3 When conducting Forrester Wave evaluations, we try to avoid criteria that don t differentiate the offerings. Metadata and business glossaries are becoming commoditized, so we did not include any criteria based on these in the evaluation. As a result, we did not invite those vendors that only offer these capabilities. For example, Ab Initio provides a metadata repository and a business glossary called Enterprise Meta>Environment, but we didn t invite it to participate because it does not deliver data governance stewardship capabilities. 12

14 Microsoft Azure Data Catalog is a data source discovery and metadata repository available in the cloud or onpremises. Its typical users are technical users that annotate it mainly for database administration, data analysts, and data scientists. More recently, Microsoft has added a business glossary that allows users to add semantic capabilities in addition to tags. We didn t invite Microsoft to participate because it doesn t deliver data governance stewardship capabilities. 4 EMEA: Europe, Middle East, and Africa. 5 For more information, please see the Forrester report Data Governance Archetypes Shape The Focus And Fate Of Your Business. 6 For more information, please see the Forrester report Data Governance Archetypes Shape The Focus And Fate Of Your Business. 13

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