Data Catalog

Data cataloging process

This article explains how a structured data cataloging process turns growing organizational complexity into a scalable advantage, providing a practical, phased blueprint to preserve data knowledge, improve productivity, and enable analytics and AI as your company scales.

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In a 50-person company, data management is simple: you ask the person at the next desk. At 500 or 5,000 employees, that system collapses into chaos. 

Institutional knowledge walks out the door with departing employees, Slack channels are flooded with repetitive questions, and teams operate in silos with conflicting data. 

This is not a personnel problem; it’s a scaling problem. A robust data cataloging process is the operational blueprint for mature data management, ensuring that as your organization grows, your ability to leverage data grows with it, rather than becoming a bottleneck.

The ‘why’ – building the business case for your data catalog

Before any tool is selected or a single data asset is cataloged, the initiative must be grounded in clear business value. 

Securing executive sponsorship and organizational buy-in requires moving the conversation beyond technical features to focus on strategic imperatives and quantifiable returns. 

This section provides a framework for building that essential business case.

Why a modern data catalog is a strategic imperative

Today, a data catalog is no longer a passive inventory; it is an active enabler of core business functions. It provides the foundational layer of trust and context necessary for everything from regulatory compliance to advanced analytics. 

For a comprehensive look at all the advantages, see our detailed article on benefits of a catalog.

Enhance your foundation for business agility and AI

A well-governed data catalog directly supports business agility by streamlining processes and mitigating risk. 

For example,  automatic identification and classification of sensitive information, helps to ensure compliance with regulations like GDPR and HIPAA, avoiding costly penalties.  

More importantly, a catalog is a prerequisite for a successful AI strategy. 

AI and machine learning models are only as effective as the data they are trained on, and they require a foundation of well-documented, high-quality, and trusted AI data to function reliably. 

A modern data catalog provides this essential, machine-readable context, ensuring your AI initiatives are built on a solid footing rather than a liability.  

Justifying the investment: how to calculate ROI

Demonstrating the return on investment for a data catalog can be challenging, as many of its benefits, like improved decision-making, are often described in soft, anecdotal terms. However, it is possible to quantify the impact by focusing on key areas of operational efficiency.  

How to evaluate and quantify the financial impact

A straightforward starting point is to calculate the productivity cost of data discovery. 

You can estimate this with a simple formula that quantifies the well-known “80/20” problem, where analysts spend most of their time searching for data instead of analyzing it:

(Time spent searching for data per week) x (Number of data users) x (Average hourly salary) = Weekly Productivity Loss

This calculation provides a tangible baseline for the efficiency gains a catalog can deliver. These gains are not theoretical. A Forrester Total Economic Impact study calculated that a data catalog could deliver a 364% return on investment, driven by $2.7 million in time saved from shortened data discovery and nearly $600,000 in improved business user productivity. 

While data catalog tool costs vary, such figures provide a powerful justification for the investment

The ‘how’ – a realistic 4-phase implementation playbook

A successful data cataloging process is not a single, monolithic project but an iterative program that delivers value at every stage. 

Many initiatives fail because they are treated as pure technology problems, focusing on features over function and completeness over usefulness. 

This pragmatic, four-phase playbook is designed to avoid those common pitfalls by prioritizing business impact, proving value quickly, and building a foundation for long-term success. 

Phase 1: strategy & justification – laying the foundation

The most common reason data catalog projects fail is poor planning. Many organizations fall into the “technology trap,” believing that purchasing a tool will magically solve their data challenges without addressing the underlying strategic and cultural issues. The first phase, therefore, is not about technology but about strategy.  

The core principle is to start by identifying a critical business problem and defining your data catalog requirements to solve it. Get leadership support by tying the catalog’s goals directly to business outcomes.  

For example, a common business problem is when the finance and sales teams constantly debate revenue numbers because they use different definitions for “Active Customer.” 

The initial, strategic goal of the data catalog process is not to catalog everything, but to establish a single, trusted, and universally understood source for this one critical metric.

Phase 2: pilot & foundation – proving value quickly

Once the strategy is set, the next critical mistake to avoid is trying to “boil the ocean” by attempting to catalog every data asset at once. 

This approach leads to slow progress, lost momentum, and a project that never delivers tangible value before stakeholders lose interest. 

The secret to success is to start small with a pilot project focused on a high-impact area, prove that it works, and then expand from there.  

A great candidate for a pilot project is the data that feeds the company’s most-viewed executive dashboard. 

The accuracy and trustworthiness of this data are highly visible, and any improvements provide immediate, demonstrable value to leadership. This phase allows the team to deliver tangible results in weeks, not years, building the organizational support needed for wider adoption.  

This is also the appropriate time for tool selection. Your choice will depend on your specific needs, whether you are considering commercial options (see our guide to the best data catalog tools or open source data catalog alternatives to support your pilot.

Phase 3: scale & adopt – from project to program

A data catalog is worthless if no one uses it. With a successful pilot as a proof point, the focus shifts from implementation to driving sustainable adoption. This means treating the catalog not as a separate destination that people must remember to visit, but as an integrated part of their daily work.  

To make adoption seamless, integrate the catalog into existing workflows, such as a Slack integration that allows users to look up business term definitions without switching context. 

Provide role-based training, create a network of “data champions” within different departments, and actively promote the benefits by sharing success stories from the pilot project to build excitement and trust.  

Phase 4: mature & optimize – ensuring long-term success

A data catalog is a living system, not a “set it and forget it” project. To prevent the catalog from becoming a static and outdated “digital warehouse full of clutter,” you must establish processes for its ongoing maintenance and improvement.  

The most effective way to do this is to implement a federated governance model where responsibility is shared. 

While technical teams manage the platform, the business users who are the true subject matter experts are empowered to own and curate the definitions and context for their data domains. 

Create clear processes for updating content, regularly review assets for relevance, and actively listen to user feedback to ensure the catalog evolves with the needs of the business.  

Accelerating your success with an expert implementation partner

While this four-phase plan provides a clear roadmap, executing it successfully requires significant expertise, dedicated resources, and deep knowledge of enterprise-grade data governance platforms like Collibra. 

Many organizations choose to partner with specialists to de-risk the project, avoid the common pitfalls discussed, and accelerate their time-to-value.

At Murdio, we specialize in just that. Our dedicated teams of Collibra experts help organizations navigate every phase of their data catalog implementation, from building the initial business case to custom development and driving enterprise-wide adoption. 

The ‘what’ – understanding core components

To effectively implement a data cataloging process, it’s crucial to understand the key components and terminology. 

While the landscape can seem complex, it boils down to a few core concepts and capabilities that work together to bring value. 

Key terminology: catalog vs. dictionary vs. business glossary

The terms data catalog, data dictionary, and business glossary are often used interchangeably, but they serve distinct and complementary functions within an organization’s overall strategy.  

Think of it this way: a data dictionary provides the technical blueprint for your data (schemas, data types), while a business glossary defines what your business terms mean in plain language (e.g., the official definition of “Net Revenue”). 

The data catalog is the unifying platform that brings them together. It connects the technical assets to their business definitions and enriches them with critical context, making everything searchable and understandable.  

The four pillars: a deep dive into core capability

A modern data catalog’s value comes from the interplay of four fundamental pillars:

  1. Providing a powerful, “Google-like” search experience that allows users to easily find the data assets they need.  
  2. The layer of trust that includes access controls, policies, and standards to ensure data is accurate, secure, and compliant.  
  3. Features that allow users to share “tribal knowledge” by adding ratings, annotations, and context directly to data assets.  
  4. Tools that build confidence in data, including data profiling and lineage, which visually maps a dataset’s journey from its source to its destination. This is a critical capability for impact analysis and debugging.  

The future – how ai supercharges the data cataloging process

The manual effort required to document and maintain a data catalog has historically been one of its biggest challenges. 

Today, artificial intelligence is fundamentally changing the equation, automating tedious tasks and elevating the catalog’s strategic importance. These advanced platforms are often called augmented data catalogs.

Supercharging your catalog with AI data automation

AI is solving the “empty catalog” problem, where no one has the time to manually document assets. It automates the most labor-intensive parts of the process, making it possible to manage data at a scale that was previously unimaginable.  

How AI enhances data discovery and classification

Modern AI algorithms can automatically scan an organization’s entire data estate – including structured databases and unstructured files – to discover and classify data. 

For example, these tools can identify columns containing sensitive information like credit card numbers or personal emails and automatically apply a “PII” tag without human intervention. This automation not only saves countless hours but also enhances data security and ensures consistent compliance.  

Using AI to automatically generate metadata

Beyond classification, Large Language Models (LLMs) can now write clear, human-readable descriptions for tables and columns. 

This capability tackles the documentation bottleneck head-on, ensuring that data assets are enriched with valuable context from the moment they are ingested. For more on this topic, read our guide to the machine learning data catalog.  

From passive inventory to active intelligence

The integration of AI does more than just improve efficiency; it transforms the data catalog from a passive inventory for humans into an active intelligence hub for machines.  

The big idea is that the primary user of a data catalog is shifting from being only a human analyst to also being another AI. 

For an organization’s AI models to function safely and effectively, they need to understand the data they are using. 

The data catalog provides this essential, machine-readable context about lineage, quality, and definitions, making it the foundational “brain” for a company’s entire AI strategy.  

Your blueprint for a data-driven future

Building a data cataloging process is a strategic journey, not a one-time project. By starting with clear business value, implementing in iterative phases, focusing on user adoption, and embracing AI to automate and scale, you can transform your organization’s data from a chaotic liability into its most valuable and trusted asset.

Take the next step: Implementing a world-class data catalog like Collibra is a significant undertaking. If you need an experienced partner to guide your journey, the experts at Murdio are here to help.

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