C
Clarivex Academy
Maria's Ordeal โ€” Interactive Scenario
โ† Back to Academy
Start
Connected scenario: Alex's Challenge follows the CDO of MidCo Ltd โ€” the decisions made at the top shape the process you have to work within here at MidCo Health Trust.
Before you begin

Which governance platform does MidCo Health Trust use?

Your choice determines how the optimal ending plays out. Replay to experience all three. If the Trust has no platform yet, select the third option.

๐Ÿ”ท
Microsoft Purview
The Trust uses Purview or has the Azure free tier
Free tier available
๐ŸŸฆ
Collibra
The Trust uses Collibra
๐Ÿ”
No platform yet
Show me what the output looks like in a guided demo

Select a platform above to continue

Monday morning โ€” the request arrives

You have four days to document 40 clinical data elements for an AI project

You are Maria. CDMP-certified Data Steward at MidCo Health Trust โ€” the healthcare division of MidCo Ltd. The AI project lead has just messaged you: patient outcome prediction model goes to the board on Friday. They need governance evidence for 40 data elements. Definitions. Owners. Quality rules. By Thursday evening.

You have no documented process. No template. No structured method. What you do in the next 60 seconds sets the tone for the next 96 hours.

Burnout level0%
40
data elements needed
4
days to deadline
0
replies received
Your first move?
A
Build a structured spreadsheet and send it to all 15 clinical directors
Colour-coded. Clear headers. A worked example row. Professional email attached.
B
Book 15 individual meetings immediately
Interview each director personally. Take notes. You control the quality.
C
Post in your CDMP network and ask how others have solved this problem
You have seen this fail before. Maybe someone has a better way.
Wednesday โ€” two days in

Two replies. One is unusable. One says "I'm too busy."

You spent a full day building the spreadsheet. Colour coding. Clear column headers. A worked example row. You sent it with a warm, professional email. You followed up on Tuesday. By Wednesday morning you have two replies from 15 directors.

"Hi Maria, I don't really understand what you need from me here. What is a 'Data Quality Rule'? Can you just ring me? โ€” Dr Patel"

The other reply is eleven rows of N/A and one field that says "Ask IT."

Burnout level30%
๐Ÿ“Š

The spreadsheet cemetery is claiming another victim

You are the sixth data steward at this Trust in three years. All six sent spreadsheets. None got complete responses. The clinical directors are not being obstructive โ€” they genuinely do not know how to answer governance questions in spreadsheet form without guidance.

Decision Point 2 โ€” Recovery

It is Wednesday. The board review is Friday. What do you do?

A
Submit what you have and flag the gaps with a risk note
Be transparent. Document what is missing. Let the board decide.
B
Work through the night filling gaps from old data dictionaries
Use historical documents to fill the blanks. Keep the project on track.
Three days later โ€” Thursday evening

Eight meetings completed. Seven cancelled. Your notes are scattered across three apps.

You booked 15 calls. Eight happened. Three directors sent junior staff who did not know the data. Two cancelled on the day. Two never replied to the meeting invite. You have notes in OneNote, a voice memo on your phone, and two pages of handwriting from a meeting you took in a corridor between ward rounds.

Note to self: Patient_ID โ€” Dr Walsh said "it comes from PAS." PAS stands for? Not sure. Probably Patient Administration System. Or maybe Primary Access System. Need to clarify. No time.

You are exhausted. Burnout is real. You still do not have validated definitions for 17 data elements. The board review is tomorrow morning.

Burnout level65%
โš ๏ธ

High burnout changes your options

At 65% burnout, the options available to you are not the same as they would be if you were fresh. You are making decisions under significant cognitive load. The choice you make now will be different โ€” and riskier โ€” than it would have been on Monday morning.

Decision Point 2 โ€” The Burnout Decision

One evening left. 17 elements still incomplete. What do you do?

A
Stay up all night transcribing every note yourself
You control the quality. You own the output. You are already exhausted.
B
Send your notes back to each director to verify by 8am
Create a paper trail. Accept the risk that not everyone will reply in time.
Monday morning โ€” within the hour

Your CDMP network delivers. Someone mentions Clarivex.

You posted in your CDMP study group chat: "Anyone solved the stakeholder interview problem for governance discovery? Trying to get 40 clinical definitions by Friday. The usual spreadsheet approach is not working." Within twenty minutes you have eleven replies. One stands out.

"We use Clarivex. Role-based interview templates, stakeholders complete them asynchronously, outputs sync directly to Purview. We used to spend three weeks chasing. Now it takes days. โ€” Olawale, NHS"

You sign up for a trial. You spend 30 minutes exploring. You assign the first session to Dr Patel โ€” Oncology Director โ€” to test it before committing to full rollout.

Burnout level5%
โœจ

Dr Patel completes her session in 18 minutes. Without a meeting.

She receives a link. The questions are specific to her role as a clinical data owner. She does not need to know what a "data quality rule" is โ€” the platform explains it in plain language as she goes. Her answers are precise. The output is DAMA-aligned and ready to sync. You now have a perfect first session and a method that works.

But you are about to face your hardest challenge yet.

Decision Point 2 โ€” The Resistant Director

Dr Chen โ€” owner of 12 critical elements โ€” refuses the structured session

Dr Chen is the Medical Director and owner of 12 of the 40 data elements including Patient_ID and Diagnosis_Code โ€” the two most critical for the AI model. She has replied: "I do not complete online forms. If you need information from me, come and see me in person. I have 15 minutes on Thursday at 4pm."

Thursday 4pm is 3 hours before your submission deadline. If the meeting runs over or she is unavailable you have no time to recover.

A
Accept her meeting. Take structured notes. Enter them manually after.
Accommodate her preference. You will make it work somehow.
B
Show her Dr Patel's completed session and ask for 20 minutes on Wednesday instead
Demonstrate what the structured session looks like before asking her to commit. Give yourself a buffer day.
C
Escalate to the Medical Director's PA and make it mandatory
The AI project deadline is non-negotiable. So is her participation.
Burnout level20%
โฐ

The Thursday meeting happens. The manual entry nearly does not.

Dr Chen's 15-minute meeting ran 40 minutes. Her answers were extraordinarily detailed โ€” she clearly knows this data deeply. You took 6 pages of notes. You left her office at 4:40pm. Your deadline is 7pm. You typed until your hands hurt. You submitted at 6:58pm. Two minutes to spare.

Decision Point 3 โ€” The Final Step

All 40 elements are captured. Now you need to get them into the platform.

28 elements went through Clarivex and synced automatically. Dr Chen's 12 elements are in your notes. You have 20 minutes before the final submission window closes.

A
Manually type Dr Chen's answers into the platform as fast as you can
You are tired. You have 20 minutes. You do not want to miss the deadline.
B
Email Dr Chen your structured notes and ask her to confirm accuracy before you enter
It will take longer. But her name is on it. The audit trail matters.
Burnout level10%
๐Ÿ’ก

Dr Chen sees Dr Patel's session. She changes her mind.

You emailed Dr Chen with Dr Patel's completed session output. You wrote: "I thought you might want to see what the structured session produces before committing to it. Dr Patel found it straightforward. The output shows exactly what we will send to the board on Friday โ€” with her name, the date, and her precise answers. I can send you the link today and you can complete it in your own time before Wednesday."

"Actually this looks much more sensible than a form. Send me the link. I'll do it tonight. โ€” Dr Chen"

She completed it in 24 minutes. Her answers for Patient_ID and Diagnosis_Code are the most precise governance definitions MidCo Health Trust has ever produced.

Decision Point 3 โ€” The Final Step

All 40 sessions are complete. One decision remains.

Every data element owner has completed their structured Clarivex session. Every answer is DAMA-aligned and ready. You have until Thursday evening. How do you get the answers into the platform?

A
Export all sessions as CSV and enter them manually to review each one
You want to check every entry yourself before it goes to the board.
B
Use the direct sync โ€” one click pushes all 40 sessions to the platform
The platform maps each answer to the correct field automatically. No copy-pasting. No errors.
Burnout level15%
๐Ÿ’ฅ
Ending โ€” Compliant but Empty

Dr Chen completed the session. The answers are worthless.

The PA forwarded a firm directive. Dr Chen completed the structured session. In 8 minutes flat. Every answer was a single sentence. Patient_ID: "Unique patient identifier." Diagnosis_Code: "Clinical diagnosis code." Technically answered. Substantively useless. The board accepted the governance evidence. Three months later the AI model flagged data quality issues in both fields. The root cause report showed the definitions were too vague to enforce quality rules against.

What went wrong

Forced compliance produces the minimum viable answer, not the genuine governance intelligence you needed. Dr Chen knew her data deeply โ€” you saw that when she finally engaged properly in Alex's scenario. Escalation cut off the relationship before it could begin.

You got the session completed. You did not get governance. There is a difference. Demonstration before escalation would have taken one extra day and produced answers worth using.

The most resistant stakeholders often have the deepest knowledge. The relationship approach unlocks it. Escalation closes the door.
A completed session with useless answers is worse than no session โ€” it creates false confidence in governance that does not exist.
๐Ÿ“‹
Ending โ€” Honest but Incomplete

The board meeting happens. The governance does not.

You submitted what you had โ€” 6 complete definitions, 9 partial, 25 gaps โ€” with a detailed risk note explaining why each gap existed and what the governance consequence was. The board suspended the AI project pending complete governance evidence. You were not blamed. The AI project lead was furious. But six months later when governance was complete, the audit trail showed your risk assessment had been accurate on every flagged element.

What this ending means

Transparency protected you. Submitting incomplete governance with a clear risk assessment is professional behaviour. But the outcome โ€” a suspended AI project โ€” shows why having a structured process from the start matters. The risk note should never need to exist.

You made the right ethical call under impossible circumstances. The system failed you โ€” not the other way around. The lesson is not about your decision here. It is about the decision that was never made earlier: to have a structured discovery process before the deadline arrived.

Submitting incomplete governance honestly is better than submitting false confidence. But neither outcome should be the choice you face.
A structured discovery process does not begin when the deadline arrives. It begins when the data strategy begins.
๐ŸŒ™
Ending โ€” The Night That Cost You

You submitted on time. Three definitions were wrong.

You worked until 2am filling gaps from a 2019 data dictionary, a retired colleague's email archive, and your own knowledge of the systems. You submitted. The board approved the project. Two months later the AI model produced inconsistent outputs for Patient_ID. Root cause: your 2am definition did not match the current system's actual field logic. The data dictionary you used was five years out of date. You had no way of knowing. You were blamed anyway.

What went wrong

Secondary sources โ€” old data dictionaries, archived emails, your own memory โ€” are not governance evidence. They are educated guesses. The only valid source for a governance definition is the person currently responsible for that data, answering structured questions, with their name and a timestamp attached.

You worked harder than anyone should have to. The process failed you. Old documents cannot substitute for structured stakeholder conversations โ€” no matter how many hours you spend with them.

Secondary sources are not governance evidence. They are undated, unattributed guesses that create false confidence.
The governance discovery gap is not a documentation problem. It is a conversation problem. No amount of historical research replaces the structured stakeholder session.
๐Ÿ˜ฐ
Ending โ€” Burnout Delivered the Errors

You typed until 1am. Three errors made it to the board.

You transcribed 6 pages of notes into the platform. At 75% burnout, in the small hours of Thursday morning, you misread your own handwriting twice and used the wrong field mapping once. Diagnosis_Code was assigned the quality rule for Patient_ID. The board accepted the governance evidence. Four months later a data quality audit found the misattributed rule. The AI model had been making inconsistent decisions for the same period. The error was traced to your transcription. You had no explanation that the audit panel found acceptable.

What burnout did

At 75% burnout you were not making decisions โ€” you were surviving. Manual transcription under cognitive load is where governance accuracy goes to die. The distance between a stakeholder's answer and a catalog entry should be zero human steps, not six pages of handwritten notes transcribed at 1am.

You captured the knowledge. Your body and your exhaustion lost it in transcription. The burnout meter in this scenario is not decoration โ€” it is a consequence tracker.

High burnout changes the quality of every decision and every action that follows. The choice to book 15 meetings in four days created the conditions for this ending.
Transcription at high burnout is not just risky โ€” it is almost certain to introduce errors. Automation is not a luxury; it is an accuracy mechanism.
๐Ÿ’ช
Ending โ€” Good Steward, Better Tools Needed

Six directors confirmed by 8am. Nine did not reply.

You sent your notes to all directors at 9pm Thursday. Six replied with confirmations by 8am Friday. Nine did not respond. You submitted what was verified and flagged the nine unconfirmed elements with a note. The board approved the project conditionally. You were praised for the verification approach. Your manager noted the significant improvement in governance quality โ€” and asked why the process had taken so long after the meetings were complete.

What this ending means

You added a verification layer that improved accuracy. But nine elements remain unconfirmed because the verification window was too short. Structured discovery with direct sync removes this problem entirely โ€” the stakeholder's verified answer goes directly from the session to the catalog without a manual transcription step that requires re-verification.

You made a good decision in a bad situation. The better decision was made earlier in someone else's version of this scenario โ€” the one where the process was structured from the start.

Verification after transcription still does not solve the root problem โ€” it just creates another step that requires stakeholder time.
A structured session with direct sync removes the transcription step and the re-verification step simultaneously. One session. One click. One catalog entry. Named. Timestamped. Done.
๐Ÿ’ช
Ending โ€” Good Steward, Better Tools Needed

You delivered. The manual step introduced the gap.

You typed Dr Chen's 12 answers in 19 minutes. Under pressure, you entered the quality threshold for Diagnosis_Code incorrectly โ€” the field is nullable in some edge cases but you recorded it as mandatory. 28 elements synced perfectly. 12 were manually entered with one error in the most critical field. The board approved the project. Four months later a data quality flag in the AI model traced back to that one incorrect threshold. The manual entry was the gap.

What this ending means

You handled the resistant stakeholder correctly. The structured sessions worked. The only gap was the final step โ€” manual entry under time pressure for the one stakeholder who did not go through the platform. The Sync step exists to close exactly this gap.

28 out of 40 elements were governed perfectly. The 12 that went through manual entry produced one error. The lesson is in the ratio โ€” structured with direct sync is 100% accurate. Manual entry under pressure is not.

One manual exception creates one auditable gap. The exception always seems justified in the moment. It rarely is in the audit report.
Demonstration before accommodation is the right approach for resistant stakeholders. You learned that here. Apply it next time before the deadline is 20 minutes away.
๐ŸŽฏ
Ending โ€” Almost There

Structured sessions. Manual export. One transcription error.

You exported all 40 sessions as CSV and entered them one by one. The process took three hours. You reviewed every entry carefully. But in transferring Dr Chen's Diagnosis_Code quality rule you introduced a subtle formatting error โ€” the platform parsed it differently to how you intended. The board approved the project. Three months later a data quality audit flagged the mis-formatted rule. The error was traced to the manual export step.

What this ending means

You handled the resistant stakeholder perfectly. You got all 40 sessions completed. The only gap was the final step โ€” choosing manual export over direct sync. Even careful manual entry introduces risk. The Sync step removes that risk entirely.

Three decisions. Two correct. One to go. The structured sessions and the demonstration approach were perfect. The sync step is the last piece.

Even careful manual entry creates errors. Structured capture and automated sync are a pair โ€” one without the other leaves a gap.
๐ŸŒŸ
Ending โ€” From Spreadsheet Cemetery to Clarity

40 data elements. Governed. Auditable. Maria is no longer drowning.

Loading...

The MidCo connection

While you were building MidCo Health Trust's governance foundation, Alex โ€” CDO of MidCo Ltd โ€” was running the same structured process for the credit model data elements. Both outputs synced to the same group catalog. When the board requested a unified governance report across MidCo and the Trust, it took six minutes to produce. Two practitioners. One method. Zero spreadsheet cemeteries. And your burnout level finished at 10% โ€” the first governance sprint in your career that did not cost you a weekend.

id="end_optimal">
๐ŸŒŸ
Ending โ€” From Spreadsheet Cemetery to Clarity

40 data elements. Governed. Auditable. Maria is no longer drowning.

Loading...

What Maria discovered

Clinical directors are not the problem. A 15-minute structured interview on their phone respects their time in a way a 40-column spreadsheet never could.
The sync step turned two weeks of manual work into one click. Every hour Maria spent typing into spreadsheets is an hour Clarivex gives back.
Maria is now the internal champion for structured governance discovery at her trust. The next AI project will take days not months to govern properly.
She is no longer drowning. She is building a repeatable, scalable governance process that will outlast her role.
40/40
elements governed
8%
burnout level
100%
audit trail

Three decisions. Three correct choices. You found the structured method, demonstrated it to the resistant stakeholder, and used the direct sync. The result is 40 data elements governed, auditable, and delivered โ€” with your name on the audit trail and your burnout at 10%.

Discover, Sync, Audit. The three pillars work together. Structured capture without direct sync leaves a gap. Direct sync without structured capture produces fast garbage.
Resistant stakeholders have the deepest knowledge. Demonstration unlocks it. Escalation closes the door.
Burnout is a governance risk. A process that exhausts the practitioner is not sustainable. Sustainable discovery is structured, automated, and repeatable without heroics.
Ready to run your own structured session?
Log in to useclarivex.com and generate your first DAMA-aligned discovery pack. Then take the Course 1.1 assessment to count this scenario toward your Governance Discovery Practitioner badge pathway.