DAMA INTERNATIONAL SYMPOSIUM & WILSHIRE META-DATA CONFERENCE
April 27-May 1, 2003 - Renaissance Hotel, Orlando, Florida
MONDAY TUTORIALS
 Last updated December 27, 2002. Subject to change.

T1: Transforming Information Resource Management for Business and Systems Effectiveness

Larry English
President
Information Impact International Inc.


The organization that is not managing its information cannot manage its business. Without managed, quality information, the enterprise cannot “know” what it needs to know to understand its customers and customer needs, manage operations, analyze its performance and make the strategic decisions for the future of the enterprise. This is even more crucial for service sector organizations, such as banks, insurance and government organizations whose products are, in fact, information.Unfortunately, recent surveys show many IRM practices have failed to make significant impact on the enterprise.In this tutorial, Mr. English helps Information Professionals learn how to transform their IRM function to have an effective leadership role and become an effective change agent within the business and systems environments.

  • The IT Challenge for the 21st Century: Realizing the Information Age
    - Business demands for competing in the Information Age
    - How the “legacy” nightmare is crippling the enterprise
    - Intelligent learning organizations
    - Dysfunctional learning organizations
    - Why the systems approach has failed
  • Information Management: Fundamentals of the Information-Age Paradigm
    - Information and knowledge capital
    - Why data is a “super” resource
    - Why data should never “flow” in the Information-Age–even in distributed environments
    - Information accountability—just like other resources
  • Principles of Information Management
    - Information as a product
    - Single point of data creation
    - Accountability of process owners, and then (and only then) information producers
    - Data model as “corporate chart of facts”
    - Employees as information producers and knowledge workers (information consumers)
    - Data as stewarded–not owned
    - Information policy is a guide—not a whip
  • The Impact of Information Management on the Business
    - From Industrial-Age specialization to Information-Age collaboration
    - From territorial hoarding to federalist collaboration
    - Business value chains and information value chains
    - Executive management and business roles in information
  • The Impact of Information Management on Information Systems
    - Strategic information architectures
    - Data models and database as information infrastructure
    - How to develop quality, enterprise data models, rapidly
    - How to replace the failed “systems approach” to Value-Centric Information Systems Engineering
    - From software quality to information quality
    - The project team makeup in an information-managed organization
    - From data administration to information leadership and information resource management
  • Transforming the Enterprise for Information-Age Success
    - Solving the political and emotional barriers to information management (IRM)
    - Managing culture change for IRM
    - Making information technology work for you–not vice versa
    - The result: The Intelligent Learning Organization

Larry P. English, president and principal of INFORMATION IMPACT International, Inc., is an internationally recognized authority in information management and information quality improvement. He has provided consulting and education in 28 countries on five continents. He was featured as one of the “21 Voices for the 21st Century” in Quality Progress. English received the “Individual Achievement Award” for his contributions in information management from DAMA, an international professional association. He writes the “Plain English on Data Quality” column in DM Review. English’s widely acclaimed book Improving Data Warehouse and Business Information Quality, is also available in Japanese.

T2: Enterprise Architecture

John Zachman
President
Zachman International


Enterprise Architecture is fundamental for enabling an enterprise to assimilate internal changes in response to the external dynamics and uncertainties of the information age environment. It not only constitutes a baseline for managing change, but also provides the mechanism by which the reality of the enterprise and its systems can be aligned with management intentions. The objective of this seminar is to build an understanding of the concepts of Enterprise Architecture and develop a sense of urgency for implementing those concepts in a modern enterprise.

Tutorial Outline

• Introduction to Enterprise Architecture
– The Framework for Enterprise Architecture
– Basic enterprise physics
• Industrial Age Break-Down
– Enterprise frustrations
– Architectural explanations
• Information Age Build-Up
– The long term trade-off
– The short term trade-off
• Reducing Time-To-Market
– Process evolution
– Mass customization
• Implementation practicalities
– Issues
– Enterprise engineering design objectives
• Conclusions
– Cheaper and faster
– Framework resources

Note: This is a VERY ambitious agenda for a single day. Therefore, the topics covered are dependent upon the time available and the interest of the specific audience in attendance.

John Zachman is the author of the "Framework for Information Systems Architecture", which has received broad acceptance throughout the world as an integrative framework for managing change in Enterprises and in the systems that support them. He has focused on planning and information strategies, and on architecture, since 1970 and has written many articles on these subjects. He travels nationally and internationally, teaching and consulting, and has facilitated innumerable executive team planning sessions. As a conference speaker, John known for motivating messages on information issues. He has spoken to thousands of information professionals and business managers on every continent. John Zachman is a member of the International Advisory Board of DAMA International; and a member of the International Information Resource Management Advisory Council of Smithsonian Institution.

W3: Data Resource Integration

Michael Brackett
Consulting Data Architect
Data Resource Design & Remodeling


Data integration is a major objective of many organizations. Resolving existing data disparity and creating an integrated data resource is a key strategy for improving data resource quality. However, there are three major problems with current data integration strategies. First, they do not stop the ongoing creation of disparate data before they begin integrating the existing disparate data. Second, they do no integrate all components of the data resource, including data descriptions, structure, integrity documentation, and data management practices. Third, they concentrate only on current problem areas and do not integrate the entire data resource.

This tutorial provides the basic concepts, principles, and techniques for stopping the creation of disparate data, resolving the existing disparate data, and creating a high-quality enterprise-wide data resource that is readily shared. The attendee will learn:

  • The current disparate data situation
  • The concept of a common data architecture for understanding and integrating data
  • The concept of overall data resource quality
  • Techniques for inventorying and understanding disparate data
  • Techniques for transforming data
  • Techniques for sharing data

Mr. Brackett has developed many innovative concepts and techniques for designing and managing data resources. He has written six books on the topic of application design, data design, and common data architectures. His latest book on Data Resource Quality: Turning Bad Habits into Good Practices explains how to stop the creation of disparate data. He is the founder of Data Resource Design and Remodeling and is a consulting data architect specializing in developing integrated data resources. He has been the President of DAMA International for the past three years.


T4: The Logical to Physical Data Model Transformation

Bill Smith
Founder and Principal Consultant
William G. Smith & Associates


This seminar describes a very rigorous, step-by-step process for transforming a 3NF Logical Data Model into a Physical Data Model (for an Oracle, DB2, Sybase, or SQL-Server relational-type DBMS) which will meet the physical design constraints/requirements imposed by the business (or determine which cannot be met without relieving some other constraints). The rules of Conceptual Data Modeling and Logical Data Modeling have all been followed and incorporated into those models as they were completed; Physical Data Modeling brings its own "rules", and these are the physical constraints/requirements imposed by the business. It is quite common for the physical data modeler to be confronted by multiple, conflicting physical constraints to be incorporated into the Physical Data Model, and sometimes it is simply not possible to satisfy all of them.

The transformation from Logical to Physical Data Model can be extremely simple and straightforward (under the best of circumstances), or complex and difficult (under the worst). The most significant determinants are: whether or not physical distribution of the data/processing is required; whether or not very large volumes of either data to be stored, or transactions to be processed in a restricted timeframe/processing thread are physical requirements imposed by the business; and whether or not very rapid response/runtime requirements exist for selected, critical transactions. This seminar confronts the worst of circumstances, takes the physical data modeler step-by-step through the transform process, and details what must be done (and in what precedent sequence) at each step to properly transform the logical data model into a relational physical data model, with a minimum of time, effort, and rework. How the physical data modeler must deal with the three major problem areas (physical distribution, large volumes, and rapid performance constraints for selected transactions) is described in considerable detail, and brief examples of the deliverable(s) of each step are shown.

The seminar assumes that the student has a firm grasp of the form, content, and rules governing Conceptual and Logical Data Models.

William G. Smith has been an information professional since his1970 graduation from the U.S. Naval Academy at Annapolis, MD. He began his career as an officer in the U.S. Marine Corps before moving into the private sector. He is recognized internationally as a person who understands and communicates the profound relationship between business success and the intelligent management of information. Bill founded William G. Smith & Associates in 1986, and has an extensive, world-wide client list spanning the full gamut of private enterprise and governmental functions. As a consulting firm, William G. Smith & Associates enjoys an outstanding reputation as an innovative, value-oriented, efficient, and professional organization.

T5: Building a Business Intelligence Environment on a Shoestring

Claudia Imhoff
President
Intelligent Solutions, Inc.


Some companies can afford to spend hundreds of thousand or millions of dollars to build a data warehouse, while others cannot. There is hope even for companies who fall into the latter group. This session begins with a brief description of a full-scale data warehouse architecture and the methodology required to implement it. That description provides the foundation for the remainder of the seminar. For companies with limited funding, the importance of an early hit is magnified. This seminar will describe alternative approaches for providing a quick and relatively inexpensive business deliverable. Cost estimates and estimating factors will also be presented.

Tutorial Outline

  • Data Warehouse Architecture and Methodology – a brief review of a sustainable data warehouse architecture and the methodology required to implement it.
  • Leadership and Scope – emphasis on the importance of the project sponsor for providing leadership, and of the scope document for establishing expectations. Desired and detrimental traits for the team leader will also be discussed.
  • Planning – description of the critical program oriented activities that ensure that the warehouse built with the limited resources can eventually fit within a sustainable architecture.
  • Component Analysis – Review of the approach and methodology for building each of the architecture components – the data warehouse and data marts – with the compromises that can be made without destroying the infrastructure.

Claudia Imhoff is a popular speaker and internationally recognized expert on Customer Relationship Management and the infrastructure to support this initiative – the Corporate Information Factory. Dr. Imhoff has co-authored four books on these subjects. She also writes monthly columns for DM Review magazine and contributes to many other journals and publications. She has served on the Board of Advisors for DAMA International and is an advisor and a faculty member for The Data Warehousing Institute. She won the 1999 Individual Achievement Award from DAMA International and is an advisor for several technology and commercial companies. She has appeared on World Business Report with Casper Weinberger, Microsoft’s Getting Results programs, and web casts given by DM Review, Better Management, and many technology vendors. Dr. Imhoff founded and is the President of Intelligent Solutions, Inc. (www.IntelSols.com), a well respected Business Intelligence and CRM consulting and training firm in 1992. Her company has successfully implemented over 150 Corporate Information Factory architectures in all industry areas. Dr. Imhoff obtained her Doctorate degree from the University of Tennessee, Oak Ridge, her Master's degree from the University of Colorado, Boulder and her Bachelor's degree from Duke University, Durham, NC.

T6: Enterprise Metadata Implementation: Learning from “Best Practices”

Todd Stephens
Director
BellSouth


This tutorial focuses on the formulation and implementation of an enterprise metadata strategy. Participants will learn techniques to understand the role of metadata in an Enterprise Application Integration (EAI) environment. The Metadata Services Group within BellSouth has spent the last 3 years developing an enterprise metadata solution based on a solid product line and a customer service focus. This tutorial will develop the attendees' understanding of how to develop a successful enterprise metadata implementation. The presenter will be taking three years of metadata experience and condensing that knowledge this six-hour tutorial. We will examine the principles of marketing, selling strategies, service offerings, product design, architecture, team construction and overall strategy of delivery for an enterprise metadata solution.

Over the past three years, we have seen an onslaught of architecture developments. Web Services, SOAP, UDDI, EAI, and many others made headlines as the technology boom took place. If you're thinking of implementing enterprise metadata, no one needs to tell you about the challenges of integration. Technical architecture may hold center stage of the developing software industry, as attention focuses on toolkits and multi-platforms; however, this area of the industry is merely the tip of an iceberg, which reaches much further than merely delivering business functionality. Under the waterline exists the core technology that drives new and old business models. That technology is simply defined as enterprise data and enterprise metadata.

Attendees will Learn:

  • Increase your understanding of which strategy options make the most sense and which does not
  • Identify and compare your organizations metadata strategy with ours
  • Develop metadata solutions and blueprints for a service transformation
  • Recognize which products, architecture and services can create a competitive advantage
  • Discover why enterprise metadata is different than data warehouse metadata
  • Apply our lessons learned to your organizations situation
  • Better anticipate and prepare for your customers’ changing needs
  • Discover what skills do you need within the metadata team
  • Enhance your ability to market and sell enterprise metadata
  • Understand why data architecture can enable the implementation of metadata
  • Discover what’s next: Messaging and Web Services

Tutorial Outline

  • What is Enterprise Metadata (Hint, its not always data about data)
  • The Metadata Lifecycle Revisited
  • Who are your Customers and your Competition; Why should you care
  • How to build a Metadata Team; the Art of the Possibility
  • Enterprise Metadata Architecture: Leading the Revolution
  • Enterprise Dependencies: The E-Myth Revisited
  • Metadata Success = A Service Oriented Organization
  • Metadata Solution Design and Usability: Don’t make me think
  • Enterprise Metadata Integration: An XML Success Story

Todd Stephens is the Director of the Metadata Services Group for the BellSouth Corporation, an Atlanta-based telecommunications organization serving over 37 million customers in 20 countries. Todd has served as the director since 1999 and is responsible for setting the corporate strategy and architecture for the development and implementation of the Enterprise Metadata Repositories, which include database metadata, data transformation, component, XML, content, documentation, web services, messaging, metrics, interfaces, and the Enterprise Information Portal using XML technologies. For the past 18 years, Todd has worked in the Information Technology field including leadership positions at BellSouth, Coca-Cola, Georgia-Pacific and Cingular Wireless. Todd holds degrees received in 1986 in Mathematics and Computer Science from Columbus State University, and he earned an MBA degree from Georgia State University in Atlanta, GA., in 1990. Currently, Todd is pursuing his Ph.D. in Information Systems at Nova Southeastern University. The majority of his research is focused on Metadata Reuse, Semantic Zooming, Trust Usability and Repository Frameworks. On this, he has been awarded five U.S. pending patents in the field of Metadata.

T7: Fundamentals of Metadata and Repository Management

David Marco
President
Enterprise Warehousing Solutions


Creating a meta data repository that is accessible and relevant to its users is essential to the success of any corporation. This practical course is based on corporate meta data implementations and looks to provide attendees with a full life cycle strategy and methodology for defining meta data requirements, capturing/integrating meta data, and accessing the meta data repository. The metadata repository provides the developers and users with a road map to the rich, strategic information contained within an organization’s data warehouse and operational systems.

This session will look to unravel the marketing hype surrounding the meta data industry. It will speak to the real-world challenges of implementing a meta data repository.

  • The current state of the meta data industry
  • Technical & business meta data
  • Selling the concept of building a meta data repository to management (ROI)
  • Case studies of successful meta data repository initiatives
  • Creating the meta data project plan
  • Generic meta model presentation
  • Generic meta model use cases
  • Defining meta data requirements
  • Challenges of implementing a meta data repository
  • Identifying & integrating sources of meta data
  • Constructing the meta data scope document
  • Analysis of meta data tool vendors

Mr. Marco is an internationally recognized expert in the field of data warehousing, e-business, XML, business intelligence, and is an industry-leading authority on meta data. He is the author of the book “Building and Managing the Meta Data Repository” (John Wiley & Sons, July 2000). This groundbreaking book has been broadly endorsed by many of the largest software companies in the industry and by several major magazines. In addition, he is the editor of Real-World Decision Support a widely read electronic newsletter that focuses on business intelligence and e-business topics (www.EWSolutions.com/newsletter.asp). Mr. Marco has published over 70 articles and is a columnist for Application Development Trends magazine, Database Trends magazine, DM Review magazine and is a judge in their World-Class Solutions awards. Mr. Marco is a highly sought after speaker as his keynote addresses and courses can be heard at all of the major data warehousing conferences throughout the world. He also cosponsors with the Penn State University a certified series of courses on data warehousing and business intelligence, and he teaches at the University of Chicago. Mr. Marco is the founder and President of the Chicago-headquartered Enterprise Warehousing Solutions, Inc. a strategic partner and systems integrator dedicated to providing clients with best-in-class business intelligence solutions using data warehousing technologies.


T8: Implementing a Message-Based Data Integration Strategy

Dave McComb
President
Semantic Arts

Simon Robe
Senior Technical Consultant
Semantic Arts

Messaging and service oriented architectures offer huge potential improvements for enterprises, but in order to reap those benefits, companies need to have an organized approach to their adoption, configuration and use. This tutorial starts at the enterprise level and deals with the difficult tradeoffs between applications development and application integration economics.

We take a fresh look at application partitioning, and decoupling as strategies for improving the adaptability of applications, and how XML message based architectures and web services can be used to implement these concepts. This presentation will cover specific strategies for reducing application to application and application to technology dependencies, concluding with specific strategies for migrating an enterprise off its existing legacy applications to a more flexible and responsive architecture.

Throughout the tutorial we will draw on case studies from the service and manufacturing industries to highlight alternate approaches and potential pitfalls. Participants will come away with an understanding of how message based, service oriented approaches can be applied at the enterprise level. They will have a methodology and guidelines to implement an enterprise message model and they will be given guidance on how to introduce this to their organization.

Integration vs. Decoupling – The Critical Balance

  • Five ways to integrate your systems, and when to use each
  • Decoupling as the often cited but rarely achieved, means to gracefully upgrade your systems

Message-Based, Service Oriented Architectures

  • Partitioning, strategies for cutting your applications down to size
  • How to extract sharable services from your current applications
  • How a message based architecture makes sharing services feasible
  • Extending the life of legacy systems through application adaptors

Application Decoupling and Message Based Architectures

  • Getting to the root causes of application dependency
  • Why solving one or two of your decoupling issues isn’t enough
  • Axes of decoupling – the six dimensions of separation: technical, destination, syntactic, semantic, identity and domain.

Developing An Enterprise Message Model

  • A step by step approach to building an enterprise message model, as the key to rationalizing message traffic for your enterprise.
  • The data groups role in the new world of message based integration.

Methodologies and Getting Started

  • An overall approach to assessing your current situation, planning a more modern architecture and planning a route to get there.
  • Practical insights to help make this happen in your organization

Dave McComb, President of Semantic Arts, has been designing and managing enterprise integration projects for 26 years, 13 with Andersen Consulting and 13 independently. He was the project manager and lead designer of the “Organic Architecture” at Velocity.com, which was perhaps the first completely meta level application architecture. McComb is the lead inventor on three software patents, has written and spoken widely and is currently working on a book on Semantics.

Simon Robe, Director, Semantic Arts, has been doing enterprise data modeling for over 22 years, with clients including Nestle, Technicolor, Lucas, Los Angeles Police Department, and Velocity. He specializes in the design and implementation of message based data warehouses and information delivery systems.

T9: Design of Reusable XML Component Schemas

James Bean
President and CEO
Relational Logistics Group


XML Schemas present one of the greatest metadata technology innovations of the 21st century. Using XML Schemas, documents, data and transactions can be described with specificity and detail as well as flexibility. One of the most obvious opportunities is the design and engineering of reusable XML Schema structures. This tutorial will take the practitioner through the process and will provide specific techniques and examples.

The ability to describe data and transaction oriented data present numerous opportunities as well as challenges. One area of great potential is reuse of standardized, XML Schema components. This tutorial will leverage formalized reuse techniques combined with practical application of XML Schemas.

A component is a subset, modular and reusable schema. By nature of their architecture and structure, they are generally small and limited in scope. They are intended to be reused and integrated as part of larger schemas, but in limited cases may also be used in their current modular form. These component schemas can be assembled to represent part of a larger schema. The idea is to limit the amount of "internal" and "hard code" content repeated within many schemas – a technique (very common to date) which results in numerous "one off" structures, extensive maintenance, and a propensity for error.

Instead, referencing "external" component schemas from within these larger schemas is a fundamental form of reuse, limits error (since there is only one component schema to be developed, tested and maintained), and allows for simple alignment with industry standards.

It is highly beneficial and cost effective to engineer and maintain these separate XML Component Schemas as enterprise standards. They are managed in one place, are only maintained as one copy (of each), and they can be used by and within almost any other XML Schema structure as needed. Without the use of this component technique, vocabularies will continue to include "hard coded" content. But by using component schemas, the ability to maintain a single copy that is then "reused" by any referencing vocabulary, tremendously reduces complexity, effort, and cost.

James Bean is the President and CEO of both the Relational Logistics Group and the Global Web Architecture Group. He is a respected expert in the fields of Business and Technology, having completed numerous worldwide client engagements for XML Training, XML Industry Standards Development, Global E-Commerce Strategies, Information Architecture, and Database Design. He is the author of the books: the "Sybase Client/Server EXplorer" © 1996 Coriolis Group Books, "XML Globalization and Best Practices" © 2001, and has written numerous magazine articles for technology journals such as: "Enterprise Development Magazine", "XML Magazine", "DevX.com", "Web Builder CD", "PC Techniques Magazine", "Visual Developer Magazine", and the "Database Design Professional Newsletter". Mr. Bean is also a frequently requested speaker for regional, national and international technology conferences.

T10: Modern Database Administration

Craig Mullins
Director, Technology Planning
BMC Software


The need for good database administration skills is greater today than ever before. However, the discipline of database administration is neither well understood nor universally practiced in a coherent and easily replicated manner. And as the world of IT changes, the role of the DBA is changing with it. The days where all a DBA had to deal with was green screen terminals connected to a single mainframe are long gone.
This presentation will discuss the brave new world of the DBA. Topics covered include web-enabled databases, coping with the growing size of relational databases, automating DBA tasks, the challenges of managing difficult applications like ERP systems, the impact of rich data types, and dealing with procedural database objects like triggers, user-defined functions, and stored procedures.

Tutorial Outline

  • Creating the Database Environment
  • Database Design
  • Application Design
  • Design Reviews
  • Database Change Management
  • Data Availability
  • Performance Management
  • System Performance
    - Database Performance
    - Application Performance
  • Data Integrity
  • Database Security
  • Backup and Recovery
  • Disaster Planning
  • Storage Management
  • Distributed Database Management
  • Data Warehouse Administration
  • Database Utility Management
  • Database Connectivity
  • Procedural DBA
  • Soft Skills

Craig S. Mullins is a Director of Technology Planning for BMC Software, located in Houston, TX. Craig has extensive experience in the field of database management having worked as an application developer, a DBA, and an instructor with multiple database management systems including DB2, Oracle, and SQL Server. Additionally, Craig worked as a Research Director with the Gartner Group covering the field of database administration, is the author of DB2 Developer’s Guide, the industry-leading book on DB2 for OS/390, and just published a new book – Database Administration: Practices and Procedures (Addison-Wesley), in 2001.