NIGHT SCHOOL
Sunday, May 22
7:00 pm – 8:00 pm

Data Management Maturity - An Industry's Self Assessment

Peter Aiken
Founding Director
Data Blueprint

While the actual value accruing to organizations adopting SEI's CMMI® process improvement framework has not yet been precisely specified, few doubt its ability to provide a useful organizing context for organizations that are attempting to improve complex system implementations. Many organizations see that data management (DM) can also make use of a CMMI-type organizing framework. An assessment of more than 150 DM practices indicates data management utility – in terms of understanding 1) what comprises the various stages of organizational DM maturity; 2) the areas where the community has weak, average, and strong DM practices; and 3) what the implications for DM as a community are.

Speaker Biography
Dr. Peter H. Aiken is an award-winning, internationally recognized thought leader in the area of organizational data architecture and engineering. As a practicing data manager, consultant, author and researcher, he has been actively studying these and related areas for more than twenty-five years. His sixth book is titled XML in Data Management and is co-authored with David Allen. He has held leadership positions with the US Department of Defense and consulted with more than 50 organizations in 17 different counties. His achievements have resulted in recognition as one of 2000 Outstanding Intellectuals of the 21st Century and bibliographic entries in Who's Who in Science and Engineering, Who's Who in American Education and other recognitions. His entertaining but clear and concise insights make him a sought after speaker, lecturer and consultant. He is an Associate Professor in Virginia Commonwealth University's Information Systems Department and the Founding Director of Data Blueprint, Inc.

International Match Accuracy Survey - Early Findings

Ed Allburn
Pres/CEO
DataDelta, Inc.

This session will report early findings from DataDelta’s International Match Accuracy Survey that accesses the “Single Customer View” accuracy from various Customer Data Integration (CDI) projects. This survey includes participating companies from a wide variety of industries and localities, and also includes a broad sampling of applications (such as marketing, Customer Relationship Management (CRM), corporate governance & compliance, fraud detection & prevention and more). This session will drill-down for multidimensional analysis of the preliminary data. Attendees will learn:
* What techniques & metrics are being used to measure match accuracy?
* How can those techniques & metrics be used for your own projects?
* How does your company compare with others in your industry & locality?
* What trends are emerging from analysis of the early survey results?
* What actionable information can be applied to improve your own operation?

This is the first survey of its kind in the industry, and it should have broad appeal.

Speaker Biography
Ed Allburn is Pres/CEO of DataDelta, Inc. and 16-year veteran of Database Marketing, Data Quality and Customer Data Integration (CDI). Since 1988 he has worked in senior technical & strategic management positions for industry leaders such as Customer Insight Company/Metromail, IBM TJ Watson Research Center, Firstlogic, Group 1 Software and others. During his career Mr. Allburn has been responsible for over 200 successful CDI projects in banking, telecom, catalog and other industries. In his forthcoming book "The Art & Science of Customer Data Integration" will be available later this year.

Meeting Governmental and External Industry Information Challenges

Larry Dziedzic
President DAMA International
DAMA International

Maggie Ohara
Assistant Professor
East Carolina University

Recent government regulations such as Sarbanes-Oxley and the PATRIOT Act, combined with the ever-increasing challenges arising from massive data volume and critical data-based decisions, have information management professionals increasingly concerned with compliance and information quality. Moreover, dealing with everyday competitive requirements initiated by active and focused industry standards groups and various emerging technologies (e.g. RFID) takes considerable human and capital resources. Using a case study based on real-world experience, this presentation will clarify and provide an overview of:
- SarbOx and the PATRIOT Act and what they mean to information management professionals
- The growing power and influence of industry standards groups and their impact on the information management function.
- Why this is the perfect time for information management professionals to arm themselves with knowledge of the growing requirements and to sell themselves, the IM function, and the Information Excellence initiative to their company.

Speaker Biography
Margaret O’Hara
Before obtaining a PhD in Management Information Systems, Maggie was the CIO for a regional transportation firm in the Southeast United States. During her seven years with the firm, Maggie managed the Information Services department through a period of tremendous growth. She developed the Electronic Data Interchange initiative for the company and was tasked not only with implementing the technology but also marketing the initiative to the firm’s employees. She has extensive experience in DB design, systems development, and software training and testing. As an educator, her research interests include emerging technologies, organizational change and information excellence. She has published her research in a variety of outlets including ComputerWorld, Management Decision and The International Journal of CRM, and she has presented at many national and international conferences and meetings, including DAMA New Jersey and DAMA-I.

Larry Dziedzic
As an Information Architect with Johnson & Johnson in New Brunswick, NJ, Larry is responsible for supporting global information and data standardization, plus consulting on process and modeling standards for the worldwide Consumer and Medical Device and Diagnostic sectors. This includes supporting data standardization and integration of global disparate ERP applications, defining data ownership and stewardship functions enterprise-wide, providing worldwide consultant support on supply chain management data issues. Larry is responsible for understanding and relating to company management the impact of external industry standards organizations.
Larry is also President of DAMA International and a past president of DAMA New Jersey.
Larry has presented papers at both DAMA International and DAMA US events this year. He has also presented internationally at the Enterprise Data Management Conference in Sydney, Australia and will be presenting at the European “Data Management and Information Quality Conferences” in November.

Driving Improved Data Warehouse Performance with Data Usage Governance

Ted Serres
Data Architect
Nike

Today, some common problems with data warehouses are long-running reports, an inability to meet the business need for increased refresh rates, and unpredictable performance. Technology certainly can be a component of the solution, however, developing a stronger understanding of the data usage requirements within the business process plays a critical role in improving the performance of the data warehouse. When data requirements for operational, historical, and analytic reporting are not understood and treated differently then they are often delivered with ineffective one-size-fits-all data ‘blobs’. A data warehouse reference architecture which addresses the difference data usages with an operational layer, an integration-historical layer, and an analytical layer, provides the framework for effective data provisioning. Developing and implementing data usage governance supports the reference architecture and drives the data warehouse towards high performing and predictable reporting.

This presentation will discuss
•A practical approach to improving data warehouse performance by implementing data usage governance
•Pain-points which indicate the need for data usage governance
•Four defining characteristics of data usage requirements for placement into the operational, integration-historical, and analytical layers
•Key components of the data usage governance
•Practical step-by-step outline for implementing and performing the governance
•Challenges implementing the governance

The intention is to describe a proactiveapporach for how data architecucture and governance is used to improve data warehouse performance. This is an alternative to adding more hardware (disk and memory) and rely on diving catches by DBA's. The data usage goverance provides a formula for evaluating how data is used in the business process and mapping it to the correct layer into a reference data architecture based on Bill Inmon's Corporate Information Factory. architecture.
Benefits to the audience will be a simple process which can be implemented to address some of the common data-architecture-related root causes of a poor performing data warehouse.

Speaker Biography
Ted Serres has been involved in data modeling and data architecture for over 12 years. Ted has worked on OLTP and data warehousing projects at Louisiana-Pacific, Intel, and Nike. With a passion for delivering solutions which make the business successful, Ted has strong belief that the probability of success is highly influenced early in the project lifecycle during the requirement analysis phase. At Nike, Ted is a member of the data warehouse architecture team. A key component of the architecture effort is a strong data usage governance program which Ted will share today.

Applying Terminology Principles To Metadata Names

Judith Newton
Principal
Ashton Computing and Management Services, LLC

Naming of data entities (data elements, value domains, attributes, etc.,) in a rational and organized way is an integral part of the metadata management of an organization. Terminology research represents the application of semantics theory to classifying things in the real world. The application of terminology research lets us apply the meanings of objects to the development of their names in a structured way. A name that conveys information about a business object is an advantage to the understanding of applications across an organization, when all usages can be mapped to a name that anyone can understand, and names can be developed using sets of rules anyone can utilize.
- Terminology theory applied to metadata naming
- ISO terminology standards and ISO 11179, Registry Metamodel Standard
- Classification of metadata entities

This talk will describe progress in the evolution of the ISO 11179 standard. Application of terminology standards to ISO 11179 will result in a robust set of principles for metadata naming convention development.

Speaker Biography
Judith Newton is Principal of Ashton Computing and Management Services, LLC, a consulting firm specializing in web design and metadata development. She is a U.S. delegate to the International Standards Organization Subcommittee for Data Management and Interchange (ISO/IEC JTC 1/SC 32), Working Group 2, Metadata, and author and editor of the ISO Standard on Specification and Standardization of Data Elements: Naming and Identification Principles for Data Elements (ISO/IEC 11179-5) and the Technical Report Specification of Data Value Domains (ISO/IEC TR 15452). She is editor of the newly published Technical Report on Procedures for Achieving Metadata Registry Content Consistency: Data Elements (ISO/IEC PDTR 20943-1).

She is a member of ANSI INCITS L8, Metadata, which is U.S. TAG to SC 32/WG 2. As Chair of the L8 Task Group for Technical Development, she led the technical development and consensus process to achieve completion of products at the national and International level.

NIGHT SCHOOL
Monday, May 23
5:00 pm – 6:00 pm

Facing the Outsourcing Boogie Man

Paul Thompson
Senior Advisor
Metagyre, Inc.

There are many fears, uncertainties and doubts around offshore outsourcing of IT work, but the reality is that our global economy is here to stay. So how can we make the best of it? What are the issues and opportunities for data management professionals in this diverse and changing environment? In his presentation, Paul Thompson puts a face on the outsourcing “boogie man” discussing the issues of offshore outsourcing and how to successfully integrate IT resources with offshore in support of enterprise level projects.

Speaker Biography
Paul Thompson is a leading offshore outsourcing expert at Metagyre, Inc. Over the last 18 years, Mr. Thompson has organized and managed outsourcing engagements for dozens of enterprises. These enterprises range in size and diversity from small software start-ups to Fortune 500 manufacturers. Experienced in all outsourcing activities, Paul has worked in India, Hong Kong, Singapore and across the US helping improve the services customers received. This work included institutionalizing a project management methodology, initiating ISO certification, as well as developing contracts, models and on-line management tools for projects of all sizes.

Data Warehousing 2.0: Lets Visualize the Future

Neil Raden
President
Hired Brains Research

Data warehouse techniques and methodologies have barely budged in the past 10 years, but the entire landscape around them has changed. Data integration is exploding with ETL, EAI, EII and a wide variety of Reference/Master Data Management approaches and tools from vendors large and small. New options for database performance abound, from appliances to accelerators; query federation is a reality. BI vendors continue to innovate and data warehouses have had their missions changed from simple reporting to enterprise reporting, BI, dashboards BAM and and BPM. How will all this affect existing data warehouses? How will it change the complexion of the industry? What new best practices will emerge and which ones should be laid to rest? Join a lively and useful discussion and brainstorm these issues with your peers.

Speaker Biography
Neil Raden is a practicing consultant and implementer, as well as an author, speaker and industry leader. His articles appear in Intelligent Enterprise, DM Review, TDWI Flashpoint, Information Week and many others. He has been delivering high-performance business intelligence and data warehousing solutions across North America and Europe for over fifteen years and is currently focused on BAM, BPM and real-time analytics.

Navigating the Data Quality Analysis Tool Market

Celeste Harris
Consultant
Metaview360, Inc.

Only a few years ago, data quality analysis was a novel idea. Today there are a number of tools on the market, categorized as profiling, auditing, house-holding, and data cleansing tools. Each class has its own strengths. So how is a data quality analysis team, information stewardship committee, data governance committee, or IT group to know where to begin? What type of tool (or tools) will best meet their needs? The answer lies in following a rigorous data quality assessment methodology, identifying features that support that methodology, and selecting a toolset that best provides those features.
- Types of tools that exist – definition, strengths and weaknesses
- Business factors that influence requirements
- Tools for all types of end users

Speaker Biography
Celeste Harris is an information systems consultant with over 20 years of practical experience. She worked in all levels of information technology for a Fortune 50 company in the forest products industry. She has consulted to over 40 client and partner organizations to address their needs for business requirements planning, data quality analysis, meta data management, and overall data warehousing implementation. She has excelled in particular with development of methodologies and training curricula for data quality assessment and meta data management in the data warehouse environment. She is affiliated with Metaview360 to deliver data quality and meta data solutions for a broad spectrum of business clients.

Resolving Taxonomy Challenges and Information Architecture Conflicts

Seth Earley
President
Earley & Associates, Inc

Where does a taxonomy leave off and traditional data structure begin? Are they different facets of the same thing? What do taxonomy and library science professionals need to know about IA and data architects need to know about taxonomy development and maintenance? These days the boundaries between structured and unstructured data are becoming less clear (or as some purists like to say “tabular and non tabular data”). Transaction processing applications require collaboration and collaboration systems require access to transactional data. In this session, we’ll review a case study of an electronics manufacturer faced in their intranet content management program with multiple taxonomies and complex meta data architectures. This session cuts across cultural challenges, knowledge systems, information architecture, business processes, and technologies to illustrate ways to tackle these issues.

After the session, attendees will leave with:

-An understanding of the challenges of multiple taxonomies and meta data structures
-An approach for dealing with the complexity of inter related systems and tools in the context of shared classifications
-A framework for evaluating solutions to these challenges
-Specific tangible examples of how the problem has been solved at other organizations
-Practical techniques that can be applied to solve their organizational challenges around taxonomy development and implementation

Speaker Biography
Seth Earley is the founder and president of Earley & Associates, Inc., a technology consulting firm specializing in content management. He has consulted for the IBM Office of the CIO and architected the GE Capital Virtual Board Room. Recent projects include developing a knowledge strategy and implementing a content management system for Gartner Group and developing a Portal for Fidelity Investments Internal Audit Group. He is currently working with a large defense electronics manufacturer to develop consistent taxonomy and meta data standards for multiple content management systems.

Vocabulary! Vocabulary! Vocabulary! Managing XML Metadata in Medium and Large Enterprises

William K. Neils
V. President, Consultant
Quantum Resources Group

By adopting XML (Extensible Markup Language) as our ubiquitous, data-representation solution, we can re-engineer our enterprise activities, tools, and policies around the notion of enterprise-wide XML vocabularies. We can now develop simple, straight forward ways to manage a single cross-enterprise vocabulary of business data. This presentation describes how you can manage your business data across the enterprise using tools and governance process built around an Enterprise Information and XML Metadata Architecture. It defines the key elements of an enterprise XML metadata solution, describes how you can divide your enterprise data into partitions of XML metadata that can be managed, and shows the processes and tooling that collectively implement the proposed XML metadata solution.

Working with a large Fortune 500 company, we have developed an integrated XML metadata approach that integrates XML metadata with software interfaces and business data standards. This in combination with a set of governance processes and XML metadata tools, we are able to explore their inter-dependencies which helps use enforce enterprise XML (metadata) standards and guidelines. We believe this approach is unique and has great business potential. Unfortunately, we believe this type of approach is being largely overlooked by the mainstream development community.

Speaker Biography
William joined the IBM Corporation in 1965 as an engineer. Early in his career, he transferred into software development and he has since worked as a software developer and architect in various enterprise development projects for IBM in the United States and in Europe. Working in the IBM Personal Computer Division, he was the product designer and technical architect for IBM’s Visual Warehouse Datamart product, which was recently incorporated into IBM's DB2 Product Family as the DB2 Warehouse Manager. After retiring from IBM in 1995, he started his own software consultancy company, Quantum-Tech Inc. Recently, William has been working with a large Fortune 500 company and has helped define the architecture and design of an XML standards repository, setting XML standards and guidelines for enterprise development and establishing an XML-enabled business data dictionary management system. Other tasks have included evaluating the implementation of OAGIS, and helping to define a global enterprise-wide XML architecture in support of on demand initiatives.

What's in a Name? Metadata about personal names within databases.

Jack Hermansen
CEO
LAS, Inc.

One of the least understood aspects of databases is analysis of the personal names associated with data records. How much of a database is Hispanic, or female, or Arabic origin? How many entry errors in personal names exist in a database? This session will discuss technologies and approaches for attendees to understand customer demographics and study name data to determine what percentage of records are dupes, or misspelled, or parsed incorrectly. This type of metadata exposes overall data quality problems, and allows a course of corrective action. Hermansen studies a vast amount of actual names, and uses statistical evidence to analyze name data and data records referenced by personal names.

Speaker Biography
Dr. John C. Hermansen, 54, is the CEO and co-founder of Language Analysis Systems, Inc. (LAS), a provider of automated multi-cultural name recognition solutions for banks and government agencies that require accuracy and integrity when accessing customer records or other lists of names. In 2004, Federal Computer Week presented Hermansen with the Federal 100 Award, in recognition of his achievements helping government agencies tackle the challenges of terrorist watch-list databases. Hermansen has also been named to the “Fast 50 Champions of Innovation” by Fast Company Magazine. Hermansen’s expertise extends to commercial reuqirements for analyzing and correcting names data.

Dr. Hermansen earned a Ph.D. with distinction in computational linguistics, and a minor in Chinese from Georgetown University. He earned two undergraduate degrees from Pennsylvania State University in linguistics and speech. Dr. Hermansen has presented papers to Congress and the Vice President’s staff, at the 2004 Homeland Security Seminar, at the International Asian Organized Crime Conference in Beijing, at the Airline Security conference (CASMA), and other conferences.

Data Retention and Risk Management

John Murphy
Apex Solutions

Traditional data management has focused on the “Getting Data In” portion of the data lifecycle with very little visibility being given to the disposing of low value data. Recent changes in data accountability have forced companies to develop procedures to adhere to published retention policies and be able to prove appropriate disposal of data assets. In a post Enron environment, legislation based accountability such as HIPPA and Sarbanes Oxley will most likely increase.

Data management needs to incorporate practices that are in sync with formalized data retention policies. The cost of retention is not only in the DASD occupied, but in the legal exposure through failure to comply with stated policies. Risk is often increased with retaining data that has exceeded it’s formal retention period and is of no analytical purpose to the organization.

This presentation describes several aspects of data retention and how organizations can develop compliance processes that abate risk. Topics covered include:

- Development of a true Data Lifecycle data management process
- Development of rules based retention activities
- The impact of current and pending state and federal legislation on retention procedures
- Implementation of COTS (Commercial Off the Shelf) Data Retention solutions
- In house development initiatives using EII, ETL and EAI Practices
- Developing Audit, reporting services, and email audit and archiving
- Primary and secondary (near real time) storage management as part of the Data Retention process.

Speaker Biography
John consults in the areas of Data Warehousing, Database architecture, data standardization, data modeling and data migration for companies such as AT&T Broadband, USBank, Marconi Communication, Cigna Health Care, and SUN Computers. John's recent work has focused on data cleansing and standardization based on detailed metadata modeling.

DAMA International’s CDMP Certification Program

Patricia Cupoli
DAMA International ICCP Liaison
DAMA International

The Data Management Association International (DAMA) authorizes the Certified Data Management Professional (CDMP) certification program and granting of the CDMP designation in partnership with the Institute for Certification of Computing Professionals (ICCP), which administers testing and recertification. This credential is offered at the Mastery or Practitioner level. To maintain certified status and continued use of the credential, an annual recertification fee along with a 3-year cycle of continuing education and professional activity is required. This presentation discusses the CDMP certification criteria, preparation for taking exams, and current and future DAMA exam development efforts. It will be beneficial to the audience in explaining DAMA's membership service of the CDMP program.

Speaker Biography
Patricia Cupoli, CCP, has been an IT professional for over twenty years, concentrating in the areas of Data Management, Data Warehousing, Metadata Solutions and Repositories, Enterprise Modeling (business process and data) for Business Re-engineering, Project Management, IT Strategic Planning, IT Course Development and Training, and Librarianship / Information Science. She has presented at many DAMA and TDWI conferences, and has published professionally. Pat is the DAMA International ICCP Liaison, the Project Manager for the Data Exam Development, ICCP Treasurer, and a past president of DAMA International, DAMA Chicago, and DAMA Philadelphia / Delaware Valley.

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