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Phase 1: Roles and responsibilities（第一阶段：角色与职责）

The following roles and responsibilities are suggestions based on experience working to develop Program teams for use cases and organizations of all sizes and scopes. These suggestions are meant to outline the organizational needs often faced when establishing and scaling a Foundry Program; depending on your needs and use cases, this does not necessarily mean your organization must fill each role at all times.

Head of Program

Responsibilities

The primary owner and driver of the Foundry Program's success, setting and communicating the vision for the Foundry Program across the organization.

  • Work closely with senior stakeholders and relevant executives to maintain a feedback loop between the Foundry Program and the rest of leadership. This includes reporting on program status, ingesting organization-wide strategy, and collaborating to find new opportunities for digital transformation through Foundry across organizations.
  • Collaborate with Platform and Data Governance teams on use case governance by developing and enforcing processes to ensure use cases comply with governance requirements, from inception and scoping through launch and maintenance.
  • Set the high-level direction of the program's process and scaling requirements by working with the Program Manager to use this vision to guide processes, governance, and best practices across teams and in cross-functional collaboration efforts.
  • Collaborate with domain leads to evaluate, prioritize, and approve or reject new use case requests, based on the overall vision of the program and the organization's strategy at that time.

Profile and required skills

  • Typically reports directly to senior / executive sponsors
  • Proven leadership and management skills
  • Deep understanding of organization-wide vision and strategy
  • Background in strategy and effective development of software platform
  • Excellent communicator and motivator

Relevant Foundry applications and resources

Program Manager

Responsibilities

  • Standardize and enforce Foundry development best practices across use cases, working closely with Data Governance and Platform teams and use case leadership to create practices that make sense for the organization's SOPs and team structures.
  • Partner with the Head of Program to own cross-functional communication and evangelization of the Foundry Program across other organization verticals and program area owners. This level of communication is generally one step down from senior leadership and executives.
  • Collaborate with cross-functional stakeholders on change, risk, and resource management frameworks. In Phase 1, these may be high-level and largely driven by external stakeholders with experience in those business areas (risk teams, staffing teams, information officers), but the Program Manager is responsible for creating and socializing these basic artifacts for the program. As the program grows, ownership for these artifacts can be passed to appropriate owners, such as the Head of Platform or the Head of Data Governance.
  • Create frameworks to assess performance within and across use cases and teams. This includes setting and managing OKRs and KPIs, and creating aggregate reporting to document progress and areas of opportunity across different parts of the program.
  • Own end-to-end use case scoping and development to drive increased value and overall digital transformation.
  • Collaborate closely with engineers and application developers, delivering and iterating on requirements through writing of tasks, drawing diagrams, workflows and wireframes, testing new features and workflows, and liaising with stakeholders throughout the development process.
  • Work with Domain Leads to ensure the alignment of both technical and operational goals; collaborate on goals and desired outcomes for the use case, and reach an agreed set of metrics and reporting to monitor progress and success.

Profile and required skills

  • Experience managing cross-functional programs
  • Experience managing technical and organizational projects and reporting to senior/executive stakeholders
  • Strong written and verbal communication skills
  • Familiarity with the structure of the organization and how to navigate it
  • Excellent leadership and organizational skills

Relevant Foundry applications and resources

Head of Data Governance

Responsibilities

  • Work with Compliance, Legal, and Data Protection (or similar teams) to ensure laws and requirements are reflected in the way data is processed within Foundry, including the approach to processing sensitive data
  • Focus on making data usable, in compliance with internal and external data quality standards and SLAs.
  • Own the documentation and maintenance of data governance requirements, and communicate these across workstreams.
  • Build monitoring and metrics around data governance processes, and own the continuous reporting and adjustment of these systems.
  • Partner with Permissions Managers and the Data Lead to implement groups and roles in project permissions. Create documentation and repeatable workflows across common project types along with workflows to enable self-service on data governance requirements as applied to each project type.
  • Implement data governance review processes across all workstreams within the Foundry Program. Work with team leads to understand their workstream needs and processes, and implement data governance checks, requirements, and processes to ensure data governance standards are being met across the Program.
  • If needed, interface with Palantir teams for support services delivery; leverage Palantir resources, including documentation, advisory teams, and support services, to implement a data governance program in alignment with your organization's needs and with adequate vendor support systems in place.

:::callout{theme="neutral"} Within Phase 1, the Head of Data Governance role can often be assumed by the Data Lead or the Ontology Lead. However, we recommend assigning this as a standalone role with dedicated resourcing by Phase 3 at the latest due to the scale of data management and complexity of workflows and use cases. :::

Profile and required skills

  • Knowledge of data governance best practices and standards
  • Familiarity with organization-wide data access permissions, regulations, and authentication systems (Okta or Active Directory, for example)
  • Experience in leading technical teams
  • Programming skills (SQL, Python, PySpark/Spark)
  • Knowledge of data quality and version control best practices
  • Familiarity with agents / VMs
  • Strong technical communicator
  • Knowledge of systems architecture

Relevant Foundry applications and resources

Data Lead

Responsibilities

  • Own data connections between Foundry and source systems, ensuring that all connections are clean, reliable, and compliant.
  • Create and maintain a prioritized backlog and roadmap of data ingestion initiatives across the Program. Work with Program leadership to ensure that the backlog and roadmap are in alignment with the broader Program goals, strategy, and implementation roadmap.
  • Manage data ingestion and pipeline health, including setting Program-wide standards for data ingestion and deciding and enforcing pipeline health metrics.
  • Monitor data quality and health, including metadata management. Design and implement monitoring systems across all pipelines, and own the reporting and remediation of those systems.
  • Focus on making data available to users, in compliance with internal and external data quality standards and SLAs; this involves close work with use case teams as well as with Compliance, Security, Permissions, and Data Governance teams, both within and external to the Foundry Program.
  • Work with the Data Protection Officer and Compliance (or similar teams) to ensure the laws and requirements are reflected in the way data is processed and consumed within Foundry, including the approach to processing sensitive data.
  • Collaborate with use case teams to identify opportunities for new data acquisition, and design how those pipelines will be implemented and integrated into the existing architecture and structures.
  • Establish and enforce best practices around data pipeline building and data integration design. Create a set of guidelines and best practices that can be communicated to and used by implementation teams at scale.
  • Partner with Permissions Managers in pipeline design to implement groups and roles in project permissions, both in the design of new projects and in the ongoing growth and maintenance of existing projects.

Profile and required skills

  • Data Engineer skills (SQL, Python, PySpark/Spark)
  • Knowledge of data cleaning and quality best practices
  • Knowledge of version control best practices
  • Familiarity with agents / VMs / connecting systems
  • Capability to communicate between technical and non-technical stakeholders
  • Experience in leading technical teams

Relevant Foundry applications and resources

Ontology Lead

Responsibilities

  • Manage Ontology development and permissions, including the definition of Ontology standards; create data models in the Ontology that reflect organizational priorities and structures and deeply connect with the reality of operations and requirements
  • Develop and maintain an Ontology roadmap in conjunction with the Foundry Program roadmap; own the long-term vision for the evolution of the Ontology as a foundational structure supporting all use cases and Program initiatives
  • Own Ontology maintenance and develop a deep understanding of relevant data sources, including ensuring pipelines meet standards for ingestion and transformation into the Ontology, understanding how pipelines can be enriched so they don't grow stale and out of date, and updating the Ontology in accordance with new use cases, pipelines and data sources, or user-led requests
  • Work closely with the Data Governance Administrator and Data Lead to ensure feasibility and security of Ontology development initiatives. This involves collaboration on design and architecture of data ingestion and management as a hydration source to the Ontology, and making sure that the loop is closed between what your organization needs, how that can and should be represented in the Ontology, and how the two are connected by compliant and functional pipelines.
  • Work with Domain Leads and use case teams to map concepts to the Ontology; get deeply involved in the scoping and development of use cases to ensure that all Ontology-relevant concepts and ideas included in the scope of a use case can be implemented in alignment with the ontological structure

Profile and required skills

  • Data pipeline development and management skills
  • Strong organization and documentation skills
  • Expertise in databases
  • Capability to communicate between technical and non-technical stakeholders
  • Experience leading technical teams

Relevant Foundry applications and resources

中文翻译

第一阶段：角色与职责

以下角色与职责是基于为各种规模和范围的使用案例及组织开发项目团队的经验所提出的建议。这些建议旨在概述在建立和扩展 Foundry 项目时通常面临的组织需求；根据您的需求和用例，这并不一定意味着您的组织必须始终配备每个角色。

项目负责人

职责

作为 Foundry 项目成功的主要负责人和推动者，负责在组织内制定并传达项目愿景。

  • 与高级利益相关者及相关高管密切合作，在 Foundry 项目与其他领导层之间建立反馈循环。这包括汇报项目状态、吸纳组织级战略，并协作寻找通过 Foundry 实现跨组织数字化转型的新机遇。
  • 与平台和数据治理团队合作，制定并执行流程，确保使用案例从构思、范围界定到启动和维护的整个生命周期均符合治理要求。
  • 与项目经理协作，利用项目愿景指导跨团队及跨职能协作中的流程、治理和最佳实践，从而设定项目流程和扩展需求的高层方向。
  • 与领域负责人合作，根据项目整体愿景和当前组织战略，评估、确定优先级并批准或拒绝新的使用案例请求。

背景与所需技能

  • 通常直接向高级/执行发起人汇报
  • 经过验证的领导力和管理能力
  • 深入理解组织级愿景和战略
  • 具备战略制定和软件平台有效开发背景
  • 出色的沟通和激励能力

相关 Foundry 应用与资源

项目经理

职责

  • 跨使用案例标准化并推行 Foundry 开发最佳实践，与数据治理和平台团队以及使用案例负责人紧密合作，制定符合组织标准操作流程和团队结构的实践方法。
  • 与项目负责人合作，负责跨职能沟通，并在其他组织垂直领域和项目领域负责人中推广 Foundry 项目。此层面的沟通通常比高级领导和执行层低一级。
  • 与跨职能利益相关者协作，制定变更、风险和资源管理框架。在第一阶段，这些框架可能处于高层级，主要由具有相关业务领域经验的外部利益相关者（风险团队、人员配置团队、信息官）推动，但项目经理负责创建并推广这些基础工件。随着项目发展，这些工件的所有权可移交给适当的负责人，例如平台负责人或数据治理负责人。
  • 创建框架以评估使用案例内部及跨使用案例和团队的表现。这包括设定和管理 OKR 与 KPI，并创建汇总报告以记录项目不同部分的进展和机会领域。
  • 负责端到端的使用案例范围界定和开发，以推动价值提升和整体数字化转型。
  • 与工程师和应用开发者紧密协作，通过编写任务、绘制图表、工作流和线框图、测试新功能和工作流，并在整个开发过程中与利益相关者沟通，来交付并迭代需求。
  • 与领域负责人合作，确保技术和运营目标保持一致；就使用案例的目标和预期成果达成共识，并确定一套商定的指标和报告机制，以监控进展和成功。

背景与所需技能

  • 具备管理跨职能项目的经验
  • 具备管理技术和组织项目并向高级/执行利益相关者汇报的经验
  • 出色的书面和口头沟通能力
  • 熟悉组织架构及如何在其中有效运作
  • 优秀的领导力和组织能力

相关 Foundry 应用与资源

数据治理负责人

职责

  • 与合规、法律和数据保护（或类似团队）合作，确保在 Foundry 中处理数据的方式（包括敏感数据处理方法）符合法律法规要求。
  • 专注于使数据可用，并符合内部和外部的数据质量标准及服务水平协议。
  • 负责数据治理要求的文档编写和维护，并在各工作流中传达这些要求。
  • 围绕数据治理流程构建监控和指标，并负责这些系统的持续报告和调整。
  • 与权限管理者和数据负责人合作，在项目权限中实施组和角色。为常见项目类型创建文档和可重复的工作流，并建立工作流以支持针对每种项目类型的数据治理要求的自助服务。
  • 在 Foundry 项目的所有工作流中实施数据治理审查流程。与团队负责人合作，了解其工作流需求和流程，并实施数据治理检查、要求和流程，确保整个项目满足数据治理标准。
  • 如有需要，与 Palantir 团队对接以获取支持服务交付；利用 Palantir 资源（包括文档、咨询团队和支持服务），根据组织需求实施数据治理项目，并建立适当的供应商支持体系。

:::callout{theme="neutral"} 在第一阶段，数据治理负责人的角色通常可由数据负责人或本体负责人兼任。然而，鉴于数据管理的规模以及工作流和使用案例的复杂性，我们建议最迟在第三阶段将其设为独立角色并配备专门资源。 :::

背景与所需技能

  • 了解数据治理最佳实践和标准
  • 熟悉组织级数据访问权限、法规和身份验证系统（例如 Okta 或 Active Directory）
  • 具备领导技术团队的经验
  • 编程技能（SQL、Python、PySpark/Spark）
  • 了解数据质量和版本控制最佳实践
  • 熟悉代理/虚拟机
  • 强大的技术沟通能力
  • 了解系统架构

相关 Foundry 应用与资源

数据负责人

职责

  • 负责 Foundry 与源系统之间的数据连接，确保所有连接干净、可靠且合规。
  • 创建并维护整个项目的数据接入计划优先级列表和路线图。与项目领导层合作，确保该列表和路线图与更广泛的项目目标、战略和实施路线图保持一致。
  • 管理数据接入和管道健康，包括制定项目级数据接入标准，并决定和推行管道健康指标。
  • 监控数据质量和健康，包括元数据管理。设计并实施跨所有管道的监控系统，并负责这些系统的报告和修复。
  • 专注于使用户能够访问数据，并符合内部和外部的数据质量标准及服务水平协议；这需要与使用案例团队以及 Foundry 项目内外的合规、安全、权限和数据治理团队密切合作。
  • 与数据保护官和合规（或类似团队）合作，确保在 Foundry 中处理和消费数据的方式（包括敏感数据处理方法）符合法律法规要求。
  • 与使用案例团队协作，识别获取新数据的机会，并设计这些管道的实施方式以及如何集成到现有架构和结构中。
  • 建立并推行关于数据管道构建和数据集成设计的最佳实践。创建一套指南和最佳实践，可供实施团队大规模使用。
  • 在管道设计中与权限管理者合作，在项目权限中实施组和角色，涵盖新项目的设计以及现有项目的持续增长和维护。

背景与所需技能

  • 数据工程师技能（SQL、Python、PySpark/Spark）
  • 了解数据清洗和质量最佳实践
  • 了解版本控制最佳实践
  • 熟悉代理/虚拟机/系统连接
  • 能够在技术和非技术利益相关者之间进行沟通
  • 具备领导技术团队的经验

相关 Foundry 应用与资源

本体负责人

职责

  • 管理本体开发和权限，包括定义本体标准；在本体中创建反映组织优先级和结构的数据模型，并与运营现实和需求深度连接。
  • 结合 Foundry 项目路线图，制定并维护本体路线图；负责本体作为支持所有使用案例和项目计划的基础结构的长期演进愿景。
  • 负责本体维护，并深入理解相关数据源，包括确保管道满足接入和转换到本体的标准，理解如何丰富管道以避免其过时，并根据新的使用案例、管道、数据源或用户请求更新本体。
  • 与数据治理管理员和数据负责人密切合作，确保本体开发计划的可行性和安全性。这涉及在数据接入和管理的设计与架构上进行协作，将其作为本体的数据源，并确保组织需求、如何在本体中表示这些需求、以及两者如何通过合规且功能正常的管道连接起来，这三者之间形成闭环。
  • 与领域负责人和使用案例团队合作，将概念映射到本体；深入参与使用案例的范围界定和开发，确保使用案例范围内所有与本体相关的概念和想法能够按照本体结构实施。

背景与所需技能

  • 数据管道开发和管理技能
  • 强大的组织和文档编写能力
  • 数据库专业知识
  • 能够在技术和非技术利益相关者之间进行沟通
  • 具备领导技术团队的经验

相关 Foundry 应用与资源