Workflow and diagram pack

Governance Workflow Visual Pack

A visual resource that converts governance concepts into practical operating flows. Use it to explain how requests move, who approves what, where controls apply, and how governance becomes operational.

Explore workflows View swimlane

Built forWorkshop facilitationOperating model designGovernance portal requirementsStakeholder alignmentImplementation planningExecutive explanation

Interactive workflow selector

Select the workflow users need to understand

Each workflow includes a trigger, expected outcome, visual stage flow, and operating implications.

Selected workflow

Metadata Onboarding

Trigger: New data product, report, table, or catalog asset

Expected outcome: Approved metadata with owner, steward, classification, glossary links, and review cadence

SVG flow

Metadata Onboarding flow

Operating controls

Controls to define

Owner: Who is accountable for approval?
Evidence: What must be captured before proceeding?
SLA: How quickly should each stage move?
Escalation: What happens when the request is blocked?

Swimlane visual

Metadata Onboarding responsibilities

Request

Validate

Approve

Publish

Requester

Submits request and business context.

Responds to clarification.

Confirms readiness.

Uses approved asset or access.

Data Owner / Steward

Confirms accountability.

Validates metadata, risk, and usage.

Approves or rejects.

Monitors quality and issues.

Platform / Governance

Routes workflow.

Checks standards and controls.

Publishes/provisions/certifies.

Tracks KPIs and exceptions.

Expandable workflow cards

How each visual supports discussion

Use this workflow to clarify request intake, evidence expectations, approvals, SLAs, escalation, ownership, and future automation requirements.

Consulting angle

Best discussion opener

“Which governance workflow currently depends on informal emails, manual follow-ups, or unclear approvals?”

This naturally leads into workflow design, intake portal, metadata registration, and governance operating model work.

Recommended next step

Use the visual pack to move clients from governance theory to implementable workflows.

Discuss governance workflow design