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Defining a Common Data Governance Framework
Harmonize data management practices and map out a phased implementation plan.

The Mission at a Glance
The Company
The IT division of a banking group
Background
A banking IT division sought to unify data management across heterogeneous information systems. Stakeholders’ practices and priorities needed to converge toward a common vision.
The Challenge
Heterogeneous systems and data management practices that needed to be unified under a common governance framework.
Our Approach
The Process, Step by Step
Assessing Practices and the Ecosystem
PALMER analyzed existing practices and mapped the technological environment.
This first step helped identify gaps and areas for improvement. The assessment took into account the diversity of information systems and the needs of the stakeholders responsible for managing or using the data.
Defining a Common Target Vision
The goal was to harmonize and simplify data management processes.
It incorporated quality standards, security principles, and common governance models. The collaborative process helped align these decisions with the organization’s operational priorities.
Building a Step-by-Step Plan
The roadmap was organized into several phases with identified milestones.
Implementation had to remain flexible to account for feedback from the field and changes in the environment. This phased approach made it possible to coordinate initial actions with more structural transformations.
Supporting Teams in Adoption
PALMER supported stakeholder engagement and the implementation of governance.
Communication around the shared vision was part of the process. It aimed to make data management a shared practice among teams, with adjustments made as the project progressed.
Work Completed
What the “
” initiative has implemented
- 01
An assessment of data management practices.
- 02
A target vision encompassing quality, security, and governance.
- 03
A roadmap structured into phases.
- 04
Support for implementation and raising awareness among teams.
The Firm’s Support
PALMER’s Contribution
PALMER engaged stakeholders in defining the common framework. The roadmap was designed to allow for adjustments based on the teams’ needs and feedback.
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