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Alex's Challenge โ€” Interactive Scenario
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Connected scenario: Maria's Ordeal follows a Data Steward in MidCo Health Trust โ€” the healthcare division of MidCo Ltd. Your decisions here shape her working life there.
Before you begin

Which governance platform does MidCo Ltd use?

Your choice determines how the optimal ending plays out. You can replay this scenario to experience all three. If MidCo has no platform yet, select the third option.

๐Ÿ”ท
Microsoft Purview
MidCo uses Purview or I can get the Azure free tier
Free tier available
๐ŸŸฆ
Collibra
MidCo's organisation uses Collibra
๐Ÿ”
No platform yet
Show me what the output looks like in a guided demo

Select a platform above to continue

Decision Point 1 โ€” The First Move

You have inherited a stalled governance discovery project

It is your third week as CDO at MidCo Ltd. The AI credit model team needs definitions, owners, and quality rules for 35 critical data elements. The deadline is 8 weeks. Your predecessor sent an Excel sheet to 35 people and received 3 replies.

The board is watching. The model team is frustrated. Your first decision will set the tone for everything that follows.

35
data elements needed
8
weeks to deadline
3
replies from 35 people
What is your first move?
A
Chase the spreadsheet harder
Escalate to senior leadership. Make it mandatory. Add a deadline.
B
Book stakeholder meetings yourself
Interview each data owner directly. Take structured notes. Enter them manually into the catalog.
C
Use a structured governance discovery platform
Replace the spreadsheet with role-specific, DAMA-aligned sessions that export directly to your catalog.
โš ๏ธ

The mandate backfires

You escalated. Leadership sent a firm email. The compliance team forwarded it with a red banner. Three more people replied โ€” all incomplete, all defensive. The Finance Director replied: "I have filled in what I can. You will need to speak to someone in IT for the rest." You now have 8 partial responses and 27 blanks. The deadline is in 6 weeks.

Decision Point 2 โ€” Recovery

The spreadsheet approach has failed. What do you do now?

A
Call the VP of Risk directly and capture definitions verbally
Bypass the process. Get the most important definitions by phone.
B
Hire a temp to consolidate and enter what you have
Accept the incomplete data. Get it into the platform. Move forward.
๐Ÿ“‹

The meetings are happening. The notes are a mess.

You booked 35 meetings. 22 happened. 6 were cancelled with no rebook. 7 sent junior staff who could not answer governance questions. You have notes in OneNote, a voice memo on your phone, and a photograph of a whiteboard from a room that smelled of last week's lunch. You are on week 4 of 8. You have 13 complete interviews and 22 gaps.

Decision Point 2 โ€” The Documentation Problem

You have notes. Not governance. What next?

A
Manually transcribe every note into the catalog yourself
You control the quality. You own the output.
B
Send notes back to each stakeholder to verify before entering
Add a confirmation step. Create an audit trail even if delayed.
โœจ

The Finance Director completes her interview in 15 minutes. Asynchronously.

You selected Clarivex. You assigned the Data Owner โ€” Finance interview to the Finance Director. She completed it in her own time without a meeting, without a spreadsheet, without any ambiguity about what she was being asked. The answers are structured, DAMA-aligned, and mapped to the exact fields your governance catalog needs.

This feels completely different. But now you face your next decision.

Decision Point 2 โ€” Scaling the Approach

The first interview worked perfectly. Now the Head of Risk refuses.

You have assigned interviews to all 35 data element owners. 30 have accepted. But James Harrington โ€” Head of Risk and owner of 8 critical elements including Customer_Status โ€” has replied: "I do not have time for structured interviews. Just send me a list of questions and I will answer when I can."

James owns the data that the AI credit model depends on most. Without his input, 8 of the 35 elements will be incomplete. The deadline is 5 weeks away.

A
Give him the questions as a list and enter his answers manually
Accommodate his preference. Keep the project moving. Accept the manual entry risk.
B
Escalate to the CEO and make James participate in the structured session
Protect the audit trail. Risk the relationship.
C
Show James one completed session and explain why the structure matters
Demonstrate before demanding. Let the output speak for itself.
๐ŸŽฏ
Ending โ€” Almost There

Structured sessions. Manual export for James. One gap that cost you.

30 data elements went through Clarivex โ€” structured, synced, auditable. James sent his answers by email. You entered them manually. In doing so you missed a critical quality threshold for Customer_Status โ€” the field the AI model depended on most. The model performed at 80% of expected accuracy. The board was satisfied. But you know the gap came from the one element you handled outside the platform.

What this ending means

The moment you moved one stakeholder outside the structured process, the audit trail broke. Manual entry is where errors live. The Sync step exists precisely to eliminate that gap โ€” every answer goes directly from the interview to the catalog, with no human transcription between them.

30 out of 35 elements were governed correctly. The one unstructured exception cost you 20% model accuracy and left a gap in your audit trail. Structured discovery only works when it is applied consistently โ€” including to the stakeholders who push back.

Stakeholder resistance is predictable. The answer is demonstration, not accommodation โ€” show the output of a completed session before the conversation becomes a negotiation.
One unstructured exception creates one auditable gap. Regulators and auditors notice exceptions faster than the norm.
๐Ÿ’ฅ
Ending โ€” Won the Battle, Lost the War

James participated. The answers were useless.

The CEO sent a firm directive. James attended the structured session. But he completed every answer in under 30 seconds with responses like "Standard definition" and "Refer to policy document." His session is technically complete. The answers are formally his. But they contain no actual governance intelligence. Customer_Status is now defined as "Standard" in your governance catalog. The AI model went live. Six months later a regulatory review flagged the definition as insufficient.

What this ending means

Forced participation produces compliance without substance. Governance requires genuine stakeholder engagement. Escalation should be the last resort โ€” after you have exhausted demonstration and facilitation.

You used the right tool but the wrong approach with the most important stakeholder. Structure cannot substitute for genuine engagement.

Compliance and cooperation are not the same thing. A stakeholder can complete a session without engaging with it.
The change management dimension of governance discovery is as important as the technical dimension. Demonstrate before you escalate.
๐Ÿ†

James sees the Finance Director's completed session. He changes his mind.

You showed James the Finance Director's completed Clarivex session โ€” the structured answers, the DAMA tags, the audit trail, the one-click sync to the catalog. You said: "This is what we will send to the regulator if we are ever audited. Her name is on it. The date is on it. The definition is precise." James looked at it for thirty seconds. Then he said: "Alright. Send me the link."

His session took 22 minutes. It produced the most detailed governance definitions you have seen for Customer_Status in five years at MidCo.

Decision Point 3 โ€” The Final Step

All 35 sessions are complete. One choice remains.

Every data element owner has completed their structured session. The answers are precise, DAMA-aligned, and ready. You now need to get them into the governance platform. How do you do it?

A
Export a CSV and paste the answers manually into the catalog
You want to review each entry yourself before it goes live.
B
Use the direct sync โ€” one click to push all sessions to the catalog
The platform maps each answer to the correct field automatically. No copy-pasting. No errors.
โš”๏ธ
Ending โ€” The Definition Wars

The VP of Risk says one thing. The records say another.

You reached the VP. He told you Customer_Status means active account with a positive balance. You captured it. But the compliance team had previously defined it differently in a policy document. No audit trail exists for either definition. The AI model uses your version. Six months later a regulatory review flags the inconsistency. The model is suspended. The VP denies ever giving you that definition. You have no proof.

What went wrong

A verbal definition with no timestamp, no stakeholder record, and no version history is not governance. It is a conversation. Conversations are deniable. Governance evidence is not.

The fastest capture method produced the least reliable evidence. One phone call replaced a structured, auditable process โ€” and when it mattered, there was nothing to show.

Verbal agreements are not governance evidence. Every definition needs a timestamp, a named stakeholder, and a version record.
Speed without structure creates liability. The faster the capture, the thinner the audit trail.
๐Ÿ—‘๏ธ
Ending โ€” Garbage In, Garbage Out

The catalog is populated. The content is useless.

The temp worked diligently. Within a week the governance platform had entries for all 35 data elements. But the definitions were copied from incomplete email responses. Several fields said N/A. Three definitions were copy-pasted from an old data dictionary. The AI model was built on this. Six months later the data quality dimension of the model was flagged as unreliable. The catalog existed. The governance did not.

What went wrong

Populating the platform with incomplete data gives the appearance of governance without the substance. A catalog full of N/A entries is worse than an empty one โ€” it implies the question was asked and answered.

The house had furniture. It was broken furniture. Quality of governance inputs matters more than speed of catalog population.

Incomplete governance is not partial governance โ€” it is misleading governance. N/A in a definition field tells an auditor the question was asked but could not be answered.
A temp cannot replace structured discovery. The knowledge lives in people, not in documents.
๐Ÿ“ž
Ending โ€” The Broken Telephone

Two weeks of typing. Three errors that cost everything.

You spent two weeks transcribing meeting notes into the governance platform. You were tired. You accidentally assigned two different owners to the same Customer data element. A quality rule from one meeting was applied to a different data element because the notes were unclear. The AI model went live with these misattributions. An audit six months later identified the errors. You were held responsible for data you had captured but never had verified.

What went wrong

Manual transcription introduces a human error layer between the stakeholder's knowledge and the governance record. Tiredness, unclear notes, and time pressure turn good intentions into traceable mistakes.

You captured the knowledge. You lost it in transcription. The distance between an interview and a populated catalog should be one click โ€” not two weeks of manual work.

Transcription is where governance accuracy dies. Every manual step between a stakeholder's answer and a catalog entry is an opportunity for error.
Verification after transcription still does not solve the problem โ€” you are asking stakeholders to validate your interpretation of their own words.
๐Ÿ…
Ending โ€” The Heroic Effort

You saved the project. The process nearly broke you.

Some stakeholders confirmed your notes promptly. Others requested follow-up meetings. Three asked you to rewrite their answers entirely. The project finished two weeks late. The board noted the governance process had been chaotic. You were praised for your persistence. But if you left tomorrow this process would collapse โ€” it lives entirely in your inbox and your OneNote. It is not reproducible. It is not scalable.

What this ending means

You delivered governance through heroic personal effort. That is not a process โ€” it is a single point of failure. The next governance cycle will cost you the same effort and the one after that.

Persistence delivered the project. It did not fix the process. The next cycle starts in six months. The one after that in six months more. Sustainable governance discovery needs structure, not stamina.

Heroic effort is not a repeatable process. If the same person has to do the same thing the same way every cycle, you have a dependency not a process.
A governance process that cannot survive a two-week holiday is not a governance process.
๐ŸŽฏ
Ending โ€” Almost There

Structured interviews. Manual export. One gap that cost you.

You used structured interviews for all 35 data elements and handled the resistant stakeholder correctly. The quality of the raw answers was excellent. But you manually exported and pasted the answers into the governance platform โ€” and in doing so missed a critical data quality threshold for Customer_Status. The model performed at 80% of expected accuracy. The board was satisfied. But you know the error came from the manual step you could have avoided.

What this ending means

You discovered the power of structured interviews and handled stakeholder resistance correctly. But the Sync step โ€” pushing structured outputs directly from the interview to the catalog โ€” exists precisely to remove the manual layer where errors creep in. You achieved 80%. Full automation would have achieved 100%.

Three decisions in and you got two out of three right. The third โ€” trusting manual export over automated sync โ€” cost you 20% model accuracy. The process was excellent. The final step was not.

Structured capture and automated sync are a pair. One without the other leaves a gap where errors live.
The Sync pillar exists because the distance between a completed interview and a populated catalog should be zero human steps.
๐Ÿ†
Ending โ€” Clarity in Execution

All 35 data elements. Governed. Auditable. On time.

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The MidCo Health Trust connection

While you were building MidCo's governance foundation, Maria โ€” Data Steward at MidCo Health Trust โ€” was running the same structured sessions for the healthcare division's patient data. Both of you used the same platform. Both outputs synced to the same catalog. When the board requested a unified governance report, it took four minutes to produce. Two CDO decisions. One consistent process. Zero spreadsheet cemeteries.

id="demo-purview" style="display:none">
Microsoft Purview โ€” Data Map โ€” MidCo Finance Domain
Glossary TermCustomer ID
DefinitionUnique identifier assigned at account creation. Source of truth: CRM.
Data OwnerSarah Chen โ€” Finance Director
Quality RuleMust not be null. Uniqueness > 99.9%
SensitivityCONFIDENTIAL
Last UpdatedSynced from Clarivex โ€” 14 Jun 2026 09:42
Audit TrailFULL RECORD

This is what your Clarivex export looks like inside Microsoft Purview. Get your free Azure trial โ†’

What made this the optimal outcome

Structured interviews removed the scheduling burden. Stakeholders completed them in their own time without chasing.
The sync step eliminated the manual layer. No copy-paste. No transcription errors. No missing dimensions.
Every output is timestamped and auditable. When the regulator asks who defined Customer ID and when โ€” you can prove it in seconds.
The process is repeatable. When the next AI project starts you run the same approach. In weeks not months.
35/35
elements governed
On time
delivered
100%
audit trail
Play Maria's scenario โ†’ Join the Academy free

Three decisions. Three correct choices. Structured discovery. Demonstrated engagement over escalation. Automated sync. The result is 35 data elements governed, auditable, and on time โ€” with an evidence trail that would satisfy any regulator.

Discover, Sync, Audit. The three pillars work together. Removing any one of them breaks the chain.
Stakeholder resistance is a change management problem, not a technology problem. Demonstration is more powerful than mandate.
Governance that survives a CDO change, a regulatory audit, and a board review is governance. Everything else is administration.
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