Data and Analytics Value Stream Catalog: AI-Ready Edition

Data and Analytics Value Stream Catalog: AI-Ready Edition catalogs the end-to-end work of data and analytics for architects and transformation leads in financial services firms: 12 value streams in 60 stages, each running from a trigger to a result. Every stage is set out twice, as it runs today and as it could run AI-native, with the target AI mode, the agents involved and the checkpoint where a person decides. The catalog is taken from Data and Analytics Business Architecture Package: AI Transformation Blueprint and sold on its own.

The Catalog

Each entry names the stream, its number of stages and the outcome it delivers.

• Business Strategy to Data and Analytics Plan (5 stages). Outcome: A funded, sequenced data and analytics plan traced to the business strategy, with a target data architecture, a governance structure and named decision makers, and benefits measured against the investment cases that justified it.
• Data Need to Delivered Data (5 stages). Outcome: A documented, quality-checked data set that consumers with an approved purpose can reach, built once on an onboarded source and running on schedule within its cost limits.
• Data Issue to Trusted Data (5 stages). Outcome: Data corrected at its source and in its copies with the Data Owner's approval, the cause removed, and the consumers affected told the issue is closed.
• Master Data Request to Governed Record (5 stages). Outcome: One trusted master record for each real entity, approved by the Data Steward, placed in its hierarchies and synchronized to every system that uses it.
• Analytics Question to Decision Insight (5 stages). Outcome: An analysis a decision owner can act on, with its method reviewed, its limits stated, and the outcome of the decision tracked.
• Metric Proposal to Certified Report (5 stages). Outcome: One definition and one calculation for each official metric, figures relied on externally certified before release, and reports that reach the people entitled to them.
• Access Request to Approved Data Use (5 stages). Outcome: Access decided by the data's owner on its evidence, granted by cybersecurity only as approved, and use kept to the approved purpose.
• Sharing Proposal to Shared Data (5 stages). Outcome: Data shared under agreed terms by an approved, secure channel, in the least identifiable form that serves the purpose, with recipients' obligations tracked.
• Data Initiative to Responsible Data Use (5 stages). Outcome: A data use that has been assessed for privacy, ethical and bias risk, designed to keep to the data its purpose needs, approved with a person accountable for decisions about individuals, and checked against its purpose.
• Data Creation to Disposal (5 stages). Outcome: Every data set recorded with an owner, a classification and a retention period, kept as long as it is needed and permitted, held when a hold applies, and disposed of only with the Data Owner's approval.
• Training Data Need to Delivered Training Data (5 stages). Outcome: A documented training data set, assessed for fitness, representativeness and bias, with its lineage and terms of use, released to AI Management by the Data Science Lead.
• Data Product Idea to Adopted Data Product (5 stages). Outcome: A data product in use, with a named Data Product Manager, published commitments and terms of use, and measured quality, freshness, availability and cost.

In the Download

Three files carry the same catalog: a deck for presenting, a workbook for analysis and a guide for reading.

• Stream and stage detail: steps, stakeholders, entry and exit criteria, and the capabilities that enable each stage
• At each stage: current pain points, the AI-native design, agents, target AI mode, human checkpoint and KPIs
• A further 13 standard data and analytics value streams, steps included, kept as a reference set of common processes
• Value Streams deck (PowerPoint), with each stream as a flow and then one stage at a time
• Workbook (Excel), with the streams and stages in sheets to filter and extend
• Guide (Word), covering the AI mode, human oversight, risk tier and work pattern scales, each stream in prose, and the license
• Corrections free of charge, and new versions free for 180 days after purchase

Your organization's name and license ID are printed in every file.

Who It Is For

Process owners redesigning data and analytics work, transformation leads planning from a future-state view, and architects linking value streams to capabilities.

With the Other Editions

The Data and Analytics Capability Matrix: AI-Ready Edition defines the capabilities each stage names, and Data and Analytics Business Architecture Package: AI Transformation Blueprint specifies the agents and adds the data model, use cases, controls, operating model and roadmap. The Data and Analytics Business Information Model is sold on its own as well.

Target AI modes reflect a typical large enterprise; treat them as a first draft of your own.