Gartner Research

Creating a Data Strategy


A data strategy is a plan of data management projects that support business goals. This strategy includes technology, along with improvements or changes to the organization, processes and policies. This guidance describes how data and analytics technical professionals can create a data strategy.

Published: 26 November 2019

ID: G00387756

Analyst(s): Joe Maguire

Table Of Contents

Problem Statement

The Gartner Approach

The Guidance Framework

  • Effective Data Strategies Are Concrete, Actionable and Specific
  • Effective Data Strategies Articulate Metrics From the Outset
  • Effective Data Strategies Balance Short-, Medium- and Long-Term Deliverables
  • Effective Data Strategies Combine Business Use Cases, Governance Use Cases and Solutions
  • Effective Data Strategies Build Foundational Components by Use Case
  • Effective Data Strategies Coordinate People, Process, Policy and Technology
  • Step 0: Prework — Secure or Create Prerequisite Artifacts
    • Secure the Business Strategy
    • Secure or Create Current-State Documents
    • Secure or Create the Future-State Documents
    • Perform Preliminary Gap Analysis
  • Step 1: Develop Tentative Set of Projects
  • Step 2: Flesh Out Policy
    • Business Policy, Data Management Policy and Governance Policy
    • External and Internal Policy
    • Policy Significance
    • Define an Initial Set of Metrics
  • Step 3: Flesh Out Process
    • Business Process
    • Data Management Process — Design Time and Runtime
    • Data Governance Processes
  • Step 4: Choose Technology for Projects
    • Use Cases About Regulatory Compliance
    • Use Cases About Improving Business Operations
    • Use Cases for Simplifying IT Operations
    • Visualize a Unified Architecture
  • Step 5: Articulate People and Organizational Needs
    • Roles and Responsibilities
    • Skills
    • Organization
    • Staffing
  • Step 6: Prioritize Projects Into a Roadmap
    • Establish Conservative Project Boundaries
    • Make Estimates
    • Finish Defining Metrics
    • Produce a Roadmap
  • Follow-Up

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