Data Governance Council 2024-25 Annual Report

September 2025

Overview

Stony Brook’s data governance system was established in fall 2016 in order to strengthen Stony Brook’s data infrastructure. The Data Governance Council (DGC) oversees the data governance system and began meeting in spring 2017. This is the eighth annual report.

The DGC focused this year on data policy reviews, communication efforts, and data quality and data privacy improvements. We continued topics that were prioritized by our executive sponsors, Dr. Braden Hosch, VP for Educational & Institutional Effectiveness, and Dr. Simeon Ananou, VP for Information Technology and Chief Information Officer. Three themes that would pose significant importance for data governance (1) mitigating risks on sensitive data, (2) process improvement for university data as we implement a new ERP system for financials, budget and HR, and (3) Communication from the DGC to educate the responsible use of data.

Major Accomplishments

  • Amendments to key data policies
  • Guidelines for appropriate use of data
  • Conducted biennial maturity model assessment
  • Significantly expanded digital data definitions
  • Collected data disposition practices


Data Policy and Governance Framework Enhancements


Amendments were made to three key university data policies and the Data Governance Framework. These changes were made to improve clarity, consistency, and understanding of data protection and usage across the institution. 

2024-25 Members
Analytics and Enterprise Data Officer Kim Berlin
Chief Enrollment Management Officer Richard Beatty
Chief Financial Aid Officer Nicholas Prewett
Chief Institutional Research Officer Rob Miller
University Controller Cassandra Amadio
University Registrar Diane Bello
Advancement designee Susan Agro
Campus Planning & Facilities designee Christopher M Martin
Chief Diversity Officer designee Judith Brown Clarke
Enterprise Risk Management designee Marrisa Trachtenberg
Finance & Administration designee Jeff Mackey
Health Sciences designee David Cyrille
Human Resources designee Tracey McEachern
Information Technology designee Maryam Mirza
Provost’s Office designee Kara DeSanna
Research designee Robert Davidson
Student Affairs designee Ahmed Belazi
University Senate designee Andrew Kirsch

Theresa Diemer, Assistant Director for Data Governance and Management, ex officio
Arielle Markiewicz, Business Analyst for Data Governance, ex officio

The updates include a strengthened definition of University Data and expanded guidance on acceptable use, legal compliance, and the integration of emerging technologies such as artificial intelligence. Specific details of the approved changes are documented in the Data Governance Council (DGC) Meeting Minutes dated November 21, 2024.


Guidelines for Appropriate Use of University Data

Guidelines to establish clear standards and best practices for the use, handling and sharing of institutional data has been drafted to promote responsible data stewardship across the university. These guidelines apply to all university personnel with access to sensitive information through a system data store, system application, or reporting and analytics platforms. This draft provides references to the relevant University Data Policies, informs on FERPA compliance, best practices for data users and custodians, and information on ongoing compliance training. The guidelines are currently in draft form and will undergo a formal review process to finalize content and determine the most effective distribution and implementation strategies.


Process Improvement for WolfieONE

Several topics from the DGC have been actively discussed across WolfieONE committees.  Topics addressed – job title realignment, maintenance and management of administrative roles, definition of faculty. A workgroup identified the WolfieONE business structures required to identify and classify faculty and tenure status within the system. However, work remains to be done in expanding faculty categorization beyond current definitions used in PeopleSoft and the data warehouse.


PeopleSoft Improvements

Access to sensitive student and employee data through the PeopleSoft SOLAR ‘Advisor Menu’ panel has been significantly restricted to improve data privacy.  Academic advisors are now limited to viewing records only for students who are actively enrolled and only when searching by a specific ID number. Previously the system allowed unrestricted access to sensitive student and employee records without filters, raising concerns about excessive data exposure.

“Clean Address” software has been implemented and integrated with the PeopleSoft system to provide automatic correction for addresses entered in real-time.  


Data Asset Inventory and Data Disposition

The DGC continues to maintain an inventory of data assets on Stony Brook University’s West Campus, which has grown to 134 assets. This year, a survey regarding data disposition practices was conducted. The tally below shows the distribution of assets and those with data disposition practices across 13 Data Trustees, excluding Medical Health Systems.   

Data Trustees

2024-25 Data Disposition
Provost 35 14
Chief Information Officer 22 9
Vice President Finance & Administration 18 8
Vice President Student Affairs 17 6
Executive Vice President Health Sciences 9 2
Vice President for Enterprise Risk Management and Chief Security Officer 8 1
Vice President for Educational and Institutional Effectiveness 7 0
Vice President for Research 7 1
Vice President for Advancement 4 1
Director of Athletics 2 1
Vice President for Facilities and Services 2 1
Vice President for Marketing and Communications 2 2
Vice President of Human Resource Services 1 0
Total Data Assets 134 46


Approximately 34% of the West campus assets reported having data purging or masking procedures. The primary reasons cited for implementing data disposition practices are to free up storage, improve system performance and to reduce and mitigate risks for sensitive data. Other less common reasons include regulatory compliance or honoring individual requests for data removal.

Chart is showing number of responses by reason. Free up storage space: 20 responses; Improve system performance: 17; Reduce risk for access to sensitive data: 17; Regulatory reasons: 12; Individuals request data removal: 5.

Most data assets on West Campus are classified as highly sensitive, yet fewer than 10% of these have established data disposition practices. Assets with low and moderate sensitivity show a more balanced split between those that follow data disposal measures and those that do not. Additional details to the data disposition responses are available in Appendix 1.

Chart is showing number of data assets by sensitivity level and disposition practice (Yes, No, Blank). Low sensitivity: Yes 17, No 16, Blank 8 (total 41). Moderate sensitivity: Yes 15, No 9, Blank approximately 4 (total about 28). High sensitivity: Yes 14, No 38, Blank 11 (total 63). Blank category shows approximately 1 asset.

Data Cookbook Progress and Expansion

The Data Cookbook serves as Stony Brook’s centralized digital repository for managing the institutional data dictionary, report and dashboard profiles and both functional and technical definitions. Currently, it includes data definitions for academic, human resources, budget and financial data elements. Over the past year, significant progress has been made by our Data Governance Business Analyst in expanding the repository, adding approximately 600 new data definitions bringing the total to over 650.

To enhance accessibility and usability, these definitions have begun to be integrated into Tableau and Power BI, allowing users to interact and reference within reporting and analytics environments.


Data Governance Maturity Assessment

In June 2025, the DGC deployed the biennial maturity assessment of the university’s data governance practices. Mean maturity levels were calculated from 39 respondents shown in the graphs below, ordered by the domains and topics that scored the highest averages in descending order. The overall direction for 2025 continues to improve from our benchmark in 2017. In the past three assessments, most data domains have improved and grown within the “adopted & implemented” stage (3.0-3.9) with student and financial areas in the upper range of this level. Facilities is the only area that has not progressed and remains in the “developing” stage.

Grid of six bar charts showing data governance maturity assessment scores from 2017 to 2025 across Student, Financial, Overall, HR, Research, and Facilities domains. Scores generally improve over time with some fluctuations. Student increases from 2.4 (2017) to 3.8 (2025). Financial rises from 2.8 to 3.7. Overall improves from 2.4 to 3.5. HR increases from 2.4 to 3.3. Research grows from 2.5 to 3.2, peaking at 3.5 in 2021. Facilities rises from 1.8 to 2.4, peaking at 2.9 in 2021 before declining.

Overall, the five data governance topics -- Culture, Communication, Data Quality, Roles & Responsibilities, and Organizational Structures, are more or less at the same level as they were in 2021. However, individual data domains with the exception of facilities have improved on all five data governance topics.

Bar chart dashboard showing data governance maturity assessment scores across six categories—Culture, Data Quality, Roles & Responsibilities, Overall, Organizational Structures, and Communication—measured in years 2017, 2019, 2021, 2023, and 2025. Each category displays gradual improvement over time, with scores generally starting between ~2.0–2.8 in 2017 and rising to ~3.3–3.6 by 2025. Roles & Responsibilities and Culture reach the highest scores (3.6 in 2025), while Communication and Organizational Structures show notable growth from lower starting points. Overall maturity increases steadily from 2.4 in 2017 to 3.5 in 2025, indicating consistent progress across all governance dimensions.


 

 

 

 

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