Trusted data by design: governed, modelled, and ready for the decisions that depend on it.
I have spent 20+ years leading data governance and transformation programmes in demanding regulated environments, in finance, insurance and pharma: UBS, Société Générale, AxiomSL, Allianz and Roche. My work covers the full DAMA-DMBOK spectrum, from strategy and governance to architecture, modelling, quality, integration, metadata and security. Everything on this page is real work I delivered, sanitised and organised by theme, so you can judge the thinking as well as the result.
French (Native), English (Fluent), German (B1)
Seven data management and governance themes, each with a tool and a track record
For each theme I show something I actually built, and where I built it. Real work, not slideware.
DMBOK
DAMA-DMBOK is the Data Management Body of Knowledge published by DAMA International, the globally recognised professional reference for data management and governance. It defines the disciplines every data organisation needs, from governance and quality to architecture, modeling, integration, metadata and security, and how they fit together.
I structure my work around it because, in my experience, it is the most complete and practical framework for governing and managing enterprise data. This portfolio is organised around seven of its knowledge areas, the ones where I go deepest.
Data Governance
Operating model, RACI, policy, Terms of Reference, KPI scorecards.
Metadata & Reference Data
Harvester, catalog register and golden-record SQL.
Data Quality
Rules library, profiling, scorecard and two-view dashboard.
Data Architecture
Architecture principles, ADR template, layered model.
Integration & Interoperability
Data contracts (ODCS), FpML exchange, OpenMetadata.
Data Security
Classification policy, controls, RBAC access matrix.
Data Modelling & Design
Dimensional DDL with SCD2 + naming standards.
Try the tools
Live DQ scorecard below, plus three data tools I built.
Open any theme: the concept, the proof, the artefact
Open any theme and you'll see the idea, where I delivered it, and the file itself, yours to download. Everything is sanitised: real deliverables with client-specific details removed.
Data Governance
Governance fails when it stays on a slide, so I make it operational. I set up the operating model (owners, stewards, custodians and a council) with an activity-level RACI, so every decision has a name against it. The rules live in a data governance policy, and each governing body is chartered with a Terms of Reference that fixes its mandate, membership and authority. Then I make it measurable: a Council KPI scorecard for the strategic enterprise view, and working-group KPIs for the operational data quality that feeds it. A maturity assessment shows where to invest next.
- Operating ModelWord · four pillars, roles, decision rights, archetypesDownload
- RACI matrixExcel · activity-level accountabilities + maturity linkDownload
- Data Governance PolicyWord · policy work sample (sanitised)Download
- Terms of ReferenceWord · completed example: Data Governance Council (sanitised)Download
- Council KPI scorecardWord · strategic KPIs ratified by the CouncilDownload
- Working-group KPI scorecardWord · operational KPIs owned by working groupsDownload
At UBS I built the APAC Wealth Management data governance framework from scratch across 12 markets: the operating model, the accountable roles, and a Data Council I chaired that drove 50+ data-quality and remediation items to closure. At UBS Group Finance I then stood up the Information Security & Records Management function from scratch in 6 months.
TERMS OF REFERENCE
The Data Governance Council is the enterprise authority for data governance. It sets direction, approves policy and standards, and holds the organisation accountable for the quality, protection and value of its data.
- Approve the data governance policy, standards and operating model.
- Prioritise and fund data initiatives and remediation.
- Arbitrate cross-domain issues escalated by the working groups.
Chair: Chief Data Officer. Members: Data Owners (Customer, Finance, Risk, Product), Head of Data Quality, Data Protection Officer, Head of Data Architecture and the IT Data Custodian.
The Council meets monthly. Quorum is the Chair plus at least half of the members. Decisions are taken by consensus; where consensus is not reached, the Chair holds the deciding vote…
Metadata & Reference Data
Trustworthy data starts with one agreed version of the truth, and that is where I focus most here: master and reference data. I build the golden record for core entities such as customer, clean and match duplicates so the business gets a single trusted view, and standardise reference data (at Société Générale, on the FpML standard) so codes and products mean the same thing everywhere. Around that I set up the business glossary and a data catalog, so every critical term has an agreed definition and a named owner. Done well, this is what lets regulatory and finance reporting rely on the numbers.
- Business Glossary & Data CatalogExcel · definitions linked to physical data, owners, classification, lineageDownload
- MDM Approach & Operating ModelWord · single client view: sources, matching, survivorship, stewardshipDownload
- Reference Data RegisterExcel · code lists with one golden source (ISO, FpML)Download
At Société Générale I standardised reference data on the FpML standard across investment-banking silos. At UBS I built client master data across 12 APAC markets: one golden record per client, fewer duplicates and a single trusted view, with the governed business glossary and data catalog behind it, so regulatory and finance reporting could trust the numbers.
Data Quality
My approach to data quality is end to end, and I own the framework rather than the code. I start by profiling the data to understand what is really in it (volumes, gaps, ranges), then define the rules in a rules library: each business rule, across the six dimensions (completeness, uniqueness, validity, consistency, timeliness, accuracy), is paired with a technical check that carries a severity and a threshold. Those checks run in a data quality tool (Collibra Data Quality), which holds the failing rows for the stewards to fix and rolls everything into a weighted DQ scorecard. Finally I publish a dashboard in two views, because the audiences are different: a business view answers "can we trust this data?", while a Data Engineering view shows which checks fail, on which tables, and what is past its freshness SLA. Same numbers, read two ways.
- DQ Profiler (SQL)SQL · profiling queries with sample outputView PDF Download
- DQ ScorecardExcel · weighted score by dimension & severityDownload
- DQ Rules LibraryExcel · business rules linked to technical rulesDownload
- DQ DashboardHTML · Business and Data Engineering views, opens in a browserDownload
Through the UBS APAC WM Data Council I ran the data-quality and client-data remediation programme that lifted client data to audit-ready quality and supported regulatory audits across 12 markets.
| Rule | Dimension | Severity | Pass | Status |
|---|---|---|---|---|
| DQ001 customer_id not null | Completeness | Critical | 99.8% | |
| DQ003 customer_id unique | Uniqueness | Critical | 100% | |
| DQ004 email valid format | Validity | High | 98.7% | |
| DQ008 load within SLA | Timeliness | High | 97.0% | |
| DQ002 address completeness | Completeness | High | 96.4% |
| Column | Filled | Missing | Distinct | Finding |
|---|---|---|---|---|
| customer_id | 9 / 10 | 1 | 8 | 1 duplicate (C004) |
| 9 / 10 | 1 | 9 | 2 invalid formats | |
| country_code | 10 / 10 | 0 | 7 | 1 not on allowed list |
| created / updated | 10 / 10 | 0 | · | 1 updated before created |
Data Architecture
Good data architecture is a small set of principles applied consistently, and decisions you can still explain a year later. I design the target architecture as a layered platform (sources, ingestion, curated, serving, consumption) with governance, security and metadata as cross-cutting concerns, set the standards the delivery teams build to, and record every significant choice as an Architecture Decision Record (ADR). I have also built the warehouse and BI end of that platform, from data warehouse and datamarts through to the reporting layer.
- Architecture Principles & ADRWord · 7 principles + decision-record templateDownload
At Société Générale I led 6 architects, set the architecture standards and delivered investment-banking data solutions, including FpML normalisation across silos. At UBS my SAP-versus-Oracle assessment informed a major Group Finance platform investment. Earlier, at Roche, I built the enterprise data warehouse, datamarts and Business Objects dashboards.
DATA ARCHITECTURE PRINCIPLES
This document sets the architecture principles that govern how data solutions are designed, and provides the Architecture Decision Record (ADR) template used to capture significant decisions with their rationale and consequences.
- P1 · Data is a managed enterprise asset. Every dataset has an owner, a classification and a catalog entry.
- P2 · Design for lineage and traceability. Source, transformation and audit columns are mandatory (BCBS 239).
- P5 · Security and privacy by design. Classification drives controls; least-privilege access; PII minimised.
- P7 · Quality is gated, not inspected. DQ tests run in CI/CD; failing data blocks promotion…
Data Integration & Interoperability
Most of my integration work is the regulatory reporting data supply chain: ingest raw data, transform and enrich it, build the data models, then produce the regulatory returns (Basel and COREP/FINREP, liquidity, and APAC regulators), with traceability from source to submitted return. Where data crosses teams or firms, I make the interface an explicit agreement: a data contract that fixes schema, semantics, quality and ownership, expressed in the Open Data Contract Standard (ODCS), and an open exchange standard like FpML so a product or counterparty means the same thing everywhere. I have also run post-merger integration, reconciling Credit Suisse and UBS data across two legacy environments. More recently I have worked hands-on in OpenMetadata, cataloguing assets, defining a business glossary term and authoring a data contract.
- Open Data Contract Standard (ODCS)YAML · interface contract: schema, semantics, quality & SLAView PDF Download
- FpML Exchange SampleXML · ISDA standard, a product & customer standardised for sharingView PDF Download
- OpenMetadata Labs entryHands-on: a catalog asset, glossary term & data contract I filled inOpen ↗
At AxiomSL (Nasdaq) I delivered 8+ end-to-end regulatory reporting programmes for Deutsche Bank, Macquarie, Credit Suisse and UBS: ingest, transform and enrich, build the data models, and produce the returns for Basel (COREP/FINREP), liquidity and APAC regulators. At UBS Group Finance I then ran the post-merger integration of Credit Suisse data, reconciling across both legacy environments with no continuity gaps.
# Open Data Contract Standard: the interface, agreed apiVersion: v3.1.0 kind: DataContract id: customer-master-apac schema: - name: customer properties: - { name: customer_id, required: true, unique: true } quality: - { property: customer_id, rule: completeness, mustBe: 100 } slaProperties: - { property: freshness, value: 24, unit: hours }
Data Security & Protection
Protection should match sensitivity, no more and no less. I run a four-level data classification with cumulative controls (access, encryption, masking, logging, retention) and govern access through an RBAC matrix reviewed quarterly against joiner, mover and leaver events. As a statutory Data Protection Officer I have built the privacy operation too: the DPO office, breach notification, privacy impact assessments, data-subject requests, and staff training and guidance, including special-category health data during the COVID period. It is grounded in GDPR, Swiss FADP and APAC privacy law, and in my CIPP/E and CIPP/A certifications.
- Classification & Protection PolicyWord · 4 levels + control matrix + incident responseDownload
- Access Control MatrixExcel · roles × assets × classification (RBAC)Download
As APAC Data Protection Officer I managed data protection across all 12 APAC jurisdictions, and I was the statutory DPO for Singapore, New Zealand and South Korea. I set up the DPO office and ran breach notification, privacy impact assessments, data-subject requests and staff training, including guidance on special-category health data during COVID. At UBS Group Finance I also stood up the Information Security & Records Management function from scratch in 6 months. CIPP/E & CIPP/A certified in GDPR, Swiss FADP and APAC privacy law.
| Role | Public | Internal | Confidential | Restricted |
|---|---|---|---|---|
| Data Owner | approves | |||
| Data Steward | ||||
| Business Analyst | masked | |||
| External Partner |
Data Modelling & Design
A good data model is its own documentation, and I work the full range. I build enterprise and conceptual models for a domain (Risk and Finance, for example), then design relational databases end to end from conceptual to logical to physical, choosing the right shape for the workload: normalised models for OLTP systems and dimensional star schemas for OLAP reporting. I apply strict conventions (surrogate keys, conformed dimensions, explicit grain, SCD Type 2 history, lineage) and embed a data section as a standard in every business and technical specification, so data design is part of delivery, not an afterthought.
- Dimensional Model (DDL)SQL · OLAP star schema with SCD2 & conventionsView PDF Download
- Modelling & Naming StandardsWord · relational levels, OLTP vs OLAP, conventionsDownload
At Société Générale I built the enterprise data model for Risk & Finance, adopted across teams, and made a data section a standard part of every business and technical specification. I started at Allianz modelling the insurance domain (policy, claims, customer) from logical to physical design, with a maintained data dictionary. Over 20+ years I have modelled across conceptual, logical and physical layers and OLTP and OLAP, in PowerDesigner and ER/Studio.
-- Grain: one row per customer per version. History via eff_from / eff_to. CREATE TABLE dim_customer ( customer_sk BIGINT NOT NULL PRIMARY KEY, -- surrogate key customer_id VARCHAR(20) NOT NULL, -- natural key legal_name VARCHAR(200) NOT NULL, country_code CHAR(2) NOT NULL, -- ISO-3166 -- SCD Type 2 control columns eff_from TIMESTAMP NOT NULL, eff_to TIMESTAMP NOT NULL DEFAULT '9999-12-31', is_current BOOLEAN NOT NULL DEFAULT TRUE, record_source VARCHAR(30) NOT NULL -- lineage );
Data quality scorecard, weighted by severity
Enter the measured % pass for each rule. The overall score is severity-weighted (critical ×3, high ×2, medium ×1) and banded RAG, exactly as the Excel scorecard computes it.
| Rule | Dimension | Severity | Weight | % Pass |
|---|
Tools, briefings and labs
Beyond these work samples, the rest of the site is where I share what I know.
Data Tools
Data maturity, AI readiness, AI governance gaps and CDO positioning, scored in your browser.
30 briefingsCDO Compass
Governance, data quality, AI and regulation, written for the people who decide.
2 hands-on labsLabs
Build a data catalog with OpenMetadata, enforce a data contract with dbt and ODCS.
Let's talk data
If you're hiring for a senior data leadership role, I'd be glad to connect. The quickest way to reach me is LinkedIn.
Zurich · Open to hybrid · French (EU), B permit · French, English, German