Aligning
Data Strategy
With
Business Strategy
THE  9TH ANNUAL Wilshire Meta-Data Conference
AND THE 17TH ANNUAL DAMA International Symposium
May 22-26, 2005 • Renaissance Orlando Resort at Seaworld • Orlando, Florida USA
The World's Largest Vendor-Neutral Data Management Conference


CONFERENCE SESSIONS


Tuesday, May 24
10:15 am – 11:15 am


Enterprise Architecture, Service Oriented Architecture & Knowledge Management at Motorola

Joe Danielewicz
Enterprise Data Architect
Motorola

This session is for managers and architects involved in enterprise architecture and strategy planning. Topics covered are:
- Motorola’s Enterprise Architecture
- How Information Systems Create Meaning
- Service Oriented Architecture (SOA)
- Architecture & Knowledge Management

Speaker Biography
Joe Danielewicz is chief data architect at Motorola, Corporate Offices, in Phoenix Arizona. Mr. Danielewicz has worked in Information Technology for 25 years, the last 15 years in data administration and data architecture working on data strategy, modeling, and enterprise architecture.

Joe Danielewicz is a past president of the Phoenix Chapter of DAMA, and served as VP of Communications for DAMA International in 1993. Mr. Danielewicz received his BA degree in philosophy from Northeastern Illinois University. Joe Danielewicz is an adjunct instructor at Mesa Community College teaching relational data modeling and database design.


Data Governance in Action: Cases from the Insurance and Securities Industries

Barbara Nichols
President
Metaview360, Inc.

Data governance is not a technical principle. It has no snazzy interface, runs on no software platform, and isn’t based on mathematical principles. Yet the establishment of effective data governance is an indispensable part of data management particularly for those organizations that are in the midst of transformation. Rarely does a company take on Data Stewardship or Data Governance head-on. This presentation will describe the processes at three companies that led to its organizational realization and implementation. Attendees will learn the following from the experiences of the three business cases:

- Why did the “new and improved” application system require more business people to do the work?
- How to build mindshare and commitment - putting your job on the line
- Responses to regulatory pressures via data quality and meta data management initiatives
- How to promote data governance responsibilities in your organization

The presentation is based on real-life experiences at two insurance companies and a securities trading firm. It shows that that there's more than one way to start or accomplish the objectives of the data management program, and that all roads eventually lead to the function of data governance in the enterprise.

Speaker Biography

Ms. Nichols founded Metaview360 after a successful, 25-year career in developing innovative data and meta data solutions. She has specialized experience in meta data modeling and management with a focus on integration in repository-based environments. She has assisted dozens of international businesses to implement 'best practice' data management through her consulting in the areas of data integration, data warehousing, meta data management, and information systems architecture.


Data Quality and Enterprise Application Integration (EAI)

Alex Kerezy
Data Architect
Nationwide Insurance

As many organizations are undertaking Enterprise Application Integration (EAI) efforts, it is important to understand how data quality is an essential part of this latest trend. Many software vendors in this space offer technology solutions that don't require you to understand or manage the underlying data. This presentation covers:
- Basic concepts of Enterprise Application Integration (EAI)
- Key considerations for integrating legacy data
- Semantics and messaging
- How data quality lays the foundation for successful EAI

EAI endeavors present the perfect opportunity to establish or build on your organization's data quality efforts, and this presentation will show you how. Many organizations are currently undertaking Enterprise Application Integration (EAI) efforts because this architectual approach allows organizatins to keep their existing legacy systems. Looking at EAI from a data quality perspective brings a fresh view to this trend.

Speaker Biography
Alex Kerezy has a background in data architecture and data warehousing. He was a chief architect for the one of the largest data warehouses of geriatric pharmacy data. He has also worked heavily in the insurance industry. He is currently involved with enterprise integration and messaging.


Strategic and Tactical Issues in Metadata Management

Ian Rowlands
Vice President of Product Development
ASG Software Solutions

Alan Perkins
Chief Solutions Architect
ASG Software Solutions

Early adopters of enterprise metadata management have taken that competitive advantage by developing experience, trained professionals, and an information asset base. Many major enterprises have invested large amounts of money in metadata management projects and reaped significant benefits. Many others have invested similar – or even greater – amounts, and reaped no benefit whatsoever.

We argue that the difference is not, necessarily, to be found either in the choice of technologies or in the technical competence of those charged with implementation. What makes the difference is the presence, or absence, of a governance structure for metadata initiatives and the presence, or absence, of a proper separation of strategic and tactical issues. In this session we outline an appropriate governance structure and delineate some strategic and tactical issues.

Attendees will learn about:
1. Enterprise metadata governance
2. Metadata management objectives
3. Strategic and Tactical issues and the difference between them


Speaker Biography
Mr. Rowlands is a 30 year veteran of the information management business designing and implementing strategic information systems for major enterprises and providing consulting assistance to Fortune 500 class organizations on four continents!

Mr. Perkins has over thirty years of business and information management experience - Systems Analyst on the White House staff, Director of the US Army Data Processing School in Germany, Vice President of Research and Development for a virtual corporation, and General Manager of a high-tech consulting firm.


Data Semantics and Data Ontologies in a Data Warehouse or Enterprise Information Integration Project

Robert Klopp
Managing Director
Skyland Technologies

This fast-paced session will introduce the concept of “data ontology” in several contexts: for the development of a data warehouse, a data mart, and for emerging discipline of Enterprise Information Integration (EII). The session will include:
- A discussion of the semantics of the word “semantics”
- The introduction of a working definition of a data ontology for data integration projects
- A consideration of the extension of a data ontology from a warehouse ontology to a mart ontology
- The offer of a working definition of EII
- A consideration of the application of a data ontology for EII
- A discussion of the metadata that might represent a data ontology
- A discussion of the use of a data ontology to advance business intelligence; and just for fun
- A discussion of the “Semantic Web” coming to browsers in your network neighborhood in the future.

Speaker Biography
(In keeping with the Sea World venue) Rob Klopp has surfed the wave of data integration for seventeen years now as an advisor, practitioner, executive, and entrepreneur. His perspective of the data warehousing beach, and of the information technology ocean, is usually unique… and occasionally correct.

He is currently at work adapting data warehouse integration methodologies to the development of federated databases, Enterprise Information Integration or EII in the vernacular in vogue, and applying the new buzz in metadata, called a data ontology, to the data integration engineering process.


Can We Share?
Convergence: Library Sciences, Document Management, Digital Asset Management, Knowledge Management, Content Management, Data Management

Loretta Mahon Smith
Information Architect
T. Rowe Price

Library Sciences, Document Management, Digital Asset Management, Knowledge Management, and Data Management are responsible for organizing and safeguarding different information assets for enterprises. Each discipline has separate tools and techniques which aid in the development, management, and maintenance of the items that are within their domain.

Information in most companies is fragmented, managed separately as physical media, virtual documents, digital files, institutional knowledge and structured data. This presentation is an attempt to provide the reference that will help us understand each other’s practice, and promote a conversation results in a more mature, coherent and useful environment. For each discipline, the presentation will include:
- Description
- References
- Immediately Reusable Concepts

Speaker Biography
Loretta Mahon Smith has led Special Interest Group sessions on Stewardship and has presented Stewardship materials at both DAMA and previous IQ Conferences. She has worked at T. Rowe Price Group, and international financial services firm, since 1983. She has been closely involved in the development of Information Architecture functions, specializing in Data Stewardship and Infrastructure Development. She lives and works in Baltimore, Maryland in the United States of America.


Bridging the Gap Between Technology and Business

Jeff Tash
ITscout & CEO
Flashmap Systems, Inc.

How can IT establish leadership and trust? Begin by simplifying how IT communicates, explains, and visualizes the enterprise's technology portfolio to the diverse constituency of people who use, develop, operate, manage, evaluate, or purchase technology offerings. Next, measure how well your portfolio conforms to the enterprise's IT standards as prescribed by its technology architecture. Last, do not allow others on business side to simply tell IT, “Technology is your problem. Go figure it out.” There must be a balance in the relationship between IT and business. This presentation describes a three-step best practice for bridging the gap between technology and business:

  1. “Consolidation”
    - eliminate redundancies
    - improve effectiveness
    - reduce resources required to complete work you’re already performing
  2. “Standardization”
    - establish profiles for business processes and services
    - find ways to reuse these business processes or to apply these services to different needs
  3. “Communication”
    - create a common reference model
    - make certain both technical and non-technical audiences share a common vocabulary
    - ensure that technology decisions are driven by business strategy

Jeff Tash is the creator of the ITscout series of roadmap wall posters that describe IT Infrastructure, Application Development, COTS Applications, and Business Intelligence. His personal web site www.ITscout.org provides free access to interactive versions of the posters.

Jeff Tash is CEO of Flashmap Systems. Over the past 30 years, he has served as president of Hewitt Technologies and held various positions within DEC, IBM, CDC and Arthur Young.


Tuesday, May 24
11:30 am – 12:30 pm


Improve Your Bottom Line – Increase Your Modeling Return on Investment

Marcie Barkin Goodwin
President & CEO
Axis Software Designs, Inc.

We reinvent the wheel with every new model, rarely capitalizing on the previous analysis and work that has been contributed on large and small-scale projects alike. There is, however, such an enormous monetary advantage to reusing model objects, that it’s amazing that reusability has not become a priority in most organizations as a part of the modeling infrastructure. This presentation will provide the whys and how-tos of increasing your modeling ROI. By walking through a ‘model case study’, and discussing the associated costs of not establishing a model management strategy, the example serves to prove that reuse is the key to realizing significant savings potential.
- The Goal – Increasing Your Modeling ROI
- The Advantages
- How Much Can You Save?
- Let’s Do The Numbers!
- How Do We Get There?
- Review or Establish Your Modeling Infrastructure
- Standards & Procedures
- Model Management Quality Assessment
- Guidelines

This presentation was given at CAWorld and received a terrific reception. The general comment was that it was the only presentation that quantified the actual amount of money organizations could save by putting an infrastructure in place. "This is the presentation my manager should hear!"

Speaker Biography
Marcie Barkin Goodwin is the President/CEO of Axis Software Designs, a Model Management Services and Education company specializing in modeling environments, their infrastructures, and the fostering of communication to ensure successful projects. She has provided education and consulting services to Fortune 1000 companies as well as to the government for over 15 years.

Ms. Goodwin assists her clients in the development of efficient modeling infrastructures. Her consulting expertise includes the creation of customized standards, procedures and best practices for the management of iterative development and shared data. Her quick wit, engaging personality, vast ‘hands-on’ experience and previous career as an actress & comedian make her a charismatic and highly entertaining, as well as informative speaker.


Credibility is Critical. How Intel transitioned to a managed enterprise metadata environment.

Bill Pawlowski
Enterprise Metadata Architect
Intel Corporation

Jacque Gibson
Manager, Metadata Services
Intel Corporation

Intel implemented a metadata repository to support application development. For certain groups within Intel this repository was successful. However, many users discovered that much of the metadata was not reliable. Consequently, the chief data architect formed a metadata program within Intel that adheres to Intel’s formal Program LifeCycle. The initial metadata program focused on a clearly defined scope and engaged applicable stakeholders. The team acknowledged that metadata cannot be credible without standard deliverables and repeatable processes, and a metadata program will not succeed without management support. Once the stakeholders committed to these processes Intel’s metadata began to gain enterprise credibility. The enterprise repository is now a critical component of Intel’s enterprise architecture effort. This session answers the following questions:

- How did we determine the appropriate standard deliverables?
- How were we able to achieve buy-in from the Data Analyst population?
- How did we achieve common tools and governance processes across Intel?
- How did we align all metadata to the Enterprise Model?
- How do we measure and report metadata reuse and trending?


Speaker Biography
Bill Pawlowski has 25 years experience in metadata management, enterprise architecture design and implementation, and enterprise data warehousing. Bill's strength is understanding business needs and aligning strategic and tactical technical architectures to satisfy those needs. Bill has experience in several industries including manufacturing, healthcare, consulting, utility and insurance. Bill has held a number of positions including director of application development.


The Buy Solution Secret : The Critical Role of Data Architecture and Administration in Implementing Application Packages

April Reeve
Information Architecture Consultant
Metro Solutions, LLC

Implementing a purchased package effectively is about getting the software integrated with the rest of your environment on multiple levels including data management, security management, and technology management. What makes a packaged implementation more difficult than in-house development for the data organizations is the lack of time to understand how the package works and how that can be implemented and integrated into your environment. This presentation will discuss key data issues that must be resolved and the role of the data organization including:
- Security implementation and integration
- Reference data integration
- Transaction data integration
- Software change control
- Performance management.

Speaker Biography
April Reeve is a 23-year veteran of numerous global system implementations. She has specified and implemented solutions for some of the largest international firms, including Citibank, Merrill Lynch, UBS, and Wyeth.

As a VP Information Systems for Citibank Private Bank, Ms. Reeve managed the design, development, and implementation of a worldwide Data Warehouse for Finance. She managed the implementation of a global Data Warehouse for Merrill Lynch and a Sales and Marketing Data Warehouse for Wyeth Consumer Healthcare. She worked on design, conversion, and implementation of securities transaction processing systems while an employee of a software solution vendor. Ms. Reeve has spent many years architecting the global application and data strategies for the organizations for which she has worked. Ms. Reeve holds a BA in Mathematics and English from Colgate University.


Is XML Still Relevant to Data Professionals?

David Plotkin
Data Quality Manager
Wells Fargo Consumer Credit Group

Languages based on the XML standard have continued to mature, and XML has gained widespread acceptance as a way to create data-containing messages. But since building messages tends to be the domain of the programmer, is XML still relevant to the Data Professional? This presentation discusses how, with increasing use of XML, the relevance of XML to the Data Professional has increased. You will learn:

      • The basics of XML
      • How to manage metadata to achieve a high degree of standardization and reuse
      • How Data Analysts can trouble-shoot XML-based data transmission problems
        by understanding the nature of the transmitted data.
      • How to help the programmers architect the data insertion into and the extraction from
        a relational database (including validation against the XML schema).
      • How to use the self-documenting nature of an XML message to execute data quality
        rules against XML data stream.

Speaker Biography
David Plotkin is the Manager of Data Quality for Wells Fargo Consumer Credit Group, one of the fastest growing companies in Wells Fargo. He has been implementing both procedural and object-oriented systems for over 15 years, and built Metadata management environments in four companies, including the implementation of several corporate repositories. He was involved in the complete recreation of Longs pharmacy system using object-oriented technology, including CASE tools, code generation and database generation from models, synchronizing the effort with a third-party software package, and implementing the Metadata management initiative. The effort includes a business rules-driven approach, with the capture of business rules, as well as the automated implementation of parameter-driven business rules. He also worked on Longs’ E-CRM initiative, which included an operational data store, electronic bus, XML messaging and data cleansing. He is currently implementing a corporate metadata repository at Wells Fargo and is an active participant on the newly created Metadata council.


The Zachman Framework, Model Driven Architecture and Meta data: Tying the Enterprise together for reuse

Lowell Fryman
Principal Consultant
Knightsbridge Solutions LLC

The Zachman Framework has long been an approach for identifying all of the specific architectures and models that an organization should explicitly create. More recently the Object Management Group’s Model Driven Architecture (MDA) has been defined as an approach to creating models and generating code from those models. The MDA is slightly different from Zachman. The MDA may be focused more to facilitate the definition and transition of models to code for one implementation to another across the enterprise. Each of these architectural guidelines has significant, yet different, requirements for the capture and dissemination of meta data to facilitate the goals of reuse across the enterprise. This presentation will address:
• What it means to “follow the Zachman Framework or MDA”
• How these architectures differ – and complement – each other
• Your objectives when it comes to understanding the definition and reuse of code level objects, or code level and database level objects, or to understand the full enterprise (conceptual to logical, logical to structural, structural to physical, physical to code implementation)
• What meta data integration is necessary to achieve the desired results for each option

Speaker Biography
Mr. Fryman, a principal with Knightsbridge Solutions, has more than 30 years of experience in software engineering, data architecture, data warehousing, and business intelligence. His primary focus is data warehousing assessment, strategic planning, data architecture, and tools definition. Mr. Fryman has developed methodologies and best practices, and delivered enterprise data integration solutions to financial services and telecommunications clients. He has delivered seminars and consulting services internationally to more than 80 organizations. He has also given keynote presentations for IBM, Technology Transfer Institute, and The Data Warehousing Institute and held lectures at several universities. Mr. Fryman is recognized by W.H. Inmon as a data warehousing thought leader and has contributed to five of Mr. Inmon’s books.


MetLife's Experience with Semantics (and the ACORD Messaging Standard)

Mary Lee Miller
Enterprise Architect
Metropolitan Life Insurance

Insurance carriers are increasingly required to transform assorted data assets into understandable business information. One of the ways MetLife is answering this challenge is by applying semantic technologies such as ontological models. Semantics are of particular importance in the insurance sector, where ontologies based on ACORD standard models and schemas are increasingly being used. Moreover, insurance is a data-heavy industry in which numerous carriers have grown through acquisition of smaller carriers, thereby also acquiring dozens of additional data schemas mixing legacy and modern technologies. This state of affairs requires a more agile environment supported by a semantic integration approach that accelerates the adoption of standards (such as ACORD), and increases IT efficiency.

This presentation will be presented by a MetLife Enterprise Architect with hands-on experience in semantic integration and analysis. As a result, this presentation will benefit audience members interested in data integration issues and semantics, as well as any professionals with experience or interest in joining the insurance sector. Finally, audience members focused on gaining exposure to new methodologies and technologies will enjoy participating in this presentation.

Speaker Biography
Mary Lee Miller leads the Enterprise Architecture Services team at MetLife, and is responsible for supporting the use of standard vocabularies, standard architectures, and standard technologies throughout MetLife's IT community. Mary Lee has over 18 years of IT experience focussing on IT Architecture, Application Integration, and metadata capture and management. Mary Lee has been actively supporting the adoption of the ACORD standards at MetLife for over 3 years, and she represents MetLife as an active participant at a number of ACORD activities.


Telling IT Like it is: Assessing and Aligning the Data Management Portfolio

Doug Laney
Founder & Chief Research Officer
Evalubase Research, Inc.

With hundreds or thousands of IT solutions in their portfolio, enterprises are tasked unwittingly with innumerable IT decisions throughout the year: When to upgrade each product? When to replace each product? Which vendors and consultants to consider? How to best implement each product? In this session, Mr. Laney will share current findings and insights from Evalubase Research’s continuous analysis of IT vendor/solution ratings and reviews based exclusively on feedback from actual IT professionals, not analysts. Attendees will be treated to information and ideas that include:

  • Who are the top vendors in each data management category in terms of functionality, performance, scalability, usability, licensing practices, credibility, customer service and many other factors
  • What buying behavior, selection criteria, and implementation practices translate best into success with each type of data management solution
  • How an IT organization can benchmark its own data management solution capabilities and portfolio versus other IT organizations within the same industry, location or company size

Unlike the anecdotal research from analyst firms, we have launched the first objective market intelligence service for the IT market. Evalubase accepts only input from actual technology users and does not participate in the "pay-for-play" research model of analyst firms. Our research is also more timely and we will be presenting up-to-the-minute findings.

Speaker Biography
Mr. Laney, founder and chief research officer of Evalubase Research launched this market intelligence service to address a pent-up demand for in-depth, real-time objective technology insights from actual IT professionals with hands-on experience. Previously, he formed and managed META Group's Enterprise Analytics Strategies service. In this role he advised hundreds of organizations on product selection, implementation, development and marketing strategies. In addition he set META Group’s research strategy and offerings and managed a team of research analysts. Mr. Laney is an internationally recognized expert on data warehousing, data quality, customer relationship management and information asset management. Previously, he ran Prism Solutions’ Asia-Pacific consulting business and led product development for the industry’s first commercial data warehouse project methodology offering. He also spent several years in the expert systems field managing the development of complex decision support and natural language query systems. Mr. Laney began his career with Andersen Consulting where he advanced to managing technical architecture design and development projects on multi-million dollar engagements.


Tuesday, May 24
1:45 pm – 2:45 pm

Turning Reference Data Sideways

Ted Kowalski
Shell Oil Products

What would you say to the proposition that all of your reference data can be stored in about ten tables? Imagine the flexibility and maintainability. The speaker offers a process and design that puts all of your reference data in a repository that is both simple and yet powerful. Company, Products and Customer references can span across multiple countries, cultures, and measures. A generic or common value can be related to various location-specific implementations (Do all countries hold the same meaning for “station wagon”?) Learn how a simpler data structure can enhance managing reference data and enforcing standards. This design, where the structure IS the metadata, opens you even to identifying your information enablers and disablers. This can be the beginning of integrating all of your reference data from legacy or SAP systems into a centralized repository and thus reacting to change more quickly.
- Why do we have problems managing reference data?
- An overview of the design concept.
- Examples of implementing a specific entity
- Methodology: building initial compressed data through exploding it into multiple tables
- Benefits of this design approach

Speaker Biography
Mr. Kowalski is a seasoned professional with over 25 years of experience in the natural gas, electric, fuel oil, investment, and engineering industries., Extensive experience in designing and loading data warehouses and data marts using OLAP and ROLAP front-end browsers as output and creative VB facilities for user input through Excel. Spent over two years managing a global shared Shell repository of reference data and maintaining its use for the whole U.S. Highly experienced in data analysis and data modeling, and in assessing client data needs modeling from SAP’s Business Warehouse, and building metadata repository. A broad range of data software skills (including Erwin/BPWin modeling tools, Informatica ETL tool, SQL, PLSQL, Visual Basic) and business database management (including Shell’s SIMON, ICE/TMS, Energy Exchange, and IO). Designed, published and enforced data management standards and quality assurance. Excellent communication skills, exemplified by a published facilitation handbook based on 3 years of practical experience in directing business meetings. Leadership skills proven through years heading up development teams, bringing a failing Houston Chapter of DAMA (Data Management Association) into a positive cash flow, and as current Vice-President of DAMA International, responsible for implementing a world-wide website in a few months


The Road to Building an Enterprise Data Model

Candace McCabe
Technical Lead- IS Model Team
JB Hunt Transport, Inc.

What’s the first thing that a new developer asks when starting a new project? Often it’s “Where’s the data dictionary?” or “Where’s the model?” Unless working on a large-scale, new-development effort, there either is no model or dictionary or what does exist may be far from complete.

How do you take a decade-old legacy system with little documentation and build a model complete with definitions? What value does the newly created legacy enterprise model have in a new development environment with third-party packages, off-shore development, and multiple platforms, in a web-enabled, B-B world? How do you sell the value of the model and the required investment? And finally, how do you distribute it? This presentation addresses the approach taken to build an Enterprise Data Model for JB Hunt Transport, Inc. It details the multi-year plan to build a complete definition of existing transactional data structures from the ground up.

The presentation includes:
- Determining the destination- What is an Enterprise Data Model?
- Planning the route- What are the deliverables and process to develop the EDM? How do you develop a phased approach that will deliver meaningful metadata with each phase?
- Avoiding traffic jams and speed traps- What assets are used to develop the model, how is it validated? How do you get the resources you need?
- Delivering the goods on-time- How do you educate your developers and provide access to the model so that it’s referenced and used?
- Moving on down the road- How does this model fit into the larger picture of metadata management? How does the legacy model aid in development of new systems or 3rd party package implementations? How do you maintain the model with ongoing development changes?

When JB Hunt first mandated that the IS Model Team develop and publish an Enterprise Model, a massive research effort was undertaken to find others who had undertaken and/ or completed a similar model. What the team found was that there was little, if any, help on how to approach the project or even what should be produced as deliverables. Based on subsequent interactions with other modelers undertaking similar projects, there is still a need for a discussion on how to achieve the goal of a fully developed model including identifying the relationships, keys, denormalization rules, integrity issues, etc for every column, on every table, in large-scale legacy systems.

Speaker Biography
Candace has been with JB Hunt for 4 years as a Senior Systems Analyst/ Technical Lead. During this time, she has been responsible for reviewing and approving all model designs, setting technical direction, establishing standards and process improvement. Additionally, she develops and conducts training for various levels of IT staff members to introduce the concepts, methods, and value of modeling. Prior to joining the staff at JB Hunt, Candace worked as a consultant in a variety of business and data modeling and analysis roles at clients including Eriksson, AT&T Capital Corporation, and Lucent Technologies. She has worked in industries that include insurance, capital finance, telecom, gaming, publishing, government service delivery, and transportation.


Use the process! How Entity Life cycles can help define the data.

Dagna Gaythorpe
Independent consultant
Independent

Faced with a group of users, a blank whiteboard, and the need to produce a model - where do you start? The approach described here involves starting with the question "What happens to <insert name here> from the time we first encounter one?", recording the life cycle, and then asking what data is needed, created, updated and so on at each stage. This gives the users a familiar framework, and helps to minimize the risk of missing some small but significant thing. The eventual list of attributes can then be used to develop a truly business-focused data model.

Speaker Biography
Dagna is an Enterprise Information Architect with over 20 years experience in IT, following the lifecycle from programmer to analyst to architect. She got involved with Corporate Data Administration (as it was called then) during her first Warehouse project, back in 1992. The Warehouse model became part of the Corporate Data Model, and she discovered how much fun there is to be had with big models. Since then, she has had a lot of fun with warehouses and enterprise models in a range of industries.


Metadata Management 2005 - an interactive discussion of the latest metadata usage trends, corporate issues, and vendor software solutions

Stu Carty
Founder & Principal
Gavilan Research Associates

This presentation will draw from a rich bounty of actual research data that was collected from web-based user surveys, customer telephone interviews, and metadata vendor RFIs. The presentation will discuss:
- The latest metadata usage trends and issues from Global 5000 companies.
- What are the top metadata issues that companies are struggling with?
- The latest metadata vendor solutions - products, capabilities, comparisons, best-fit, features, strengths, and weaknesses
- Best practices and approaches in evaluating metadata management solutions, and in implementing metadata software products

Speaker Biography
Gavilan Research Associates (GRA) is an expert consulting firm that helps companies to evaluate and select enterprise technology solutions. GRA is the world’s foremost authority on metadata management applications and vendor/product research. Stu Carty, the President & Founder of GRA, is an accomplished, international metadata solutions expert with 20 years progressive experience in the enterprise software industry. Mr. Carty has worked for notable metadata companies such as Informatica, Data Advantage Group, R&O Software (the original vendor of ASG’s Rochade), Manager Software Products, Viasoft, and Reltech Group (the original vendor of CA’s Advantage Repository). Stu gave his first DAMA presentation over 18 years ago at Portland-DAMA. Since then, Carty has personally given over one thousand presentations & training workshops to Global 5000 companies on enterprise metadata management and has successfully helped hundreds of companies to evaluate, select, & implement metadata management solutions.


Make Your Metadata Repository the Center of Your Company's Data Regulatory Governance Program.

David Schlesinger
Data Policy RBAC Architect
Intel Corporation

Peggy Schlesinger
Senior Data Analyst
Intel Corporation

Data regulations are growing and each department in your enterprise is busy developing their own isolated, non-compatible silo solution. From Sarbanes-Oxley to Privacy, this presentation demonstrates why all data regulations fall into the category of Metadata Governance, and require central management to be enforced uniformly across the enterprise. It will explain how to approach the solution using proven data management methods and, more importantly, why it is essential to turn your metadata repository into the active center of your data regulatory governance program. It also will suggest strategic partnerships necessary to gain support for Metadata Governance as an ongoing element of a modern enterprise. This presentation will:
- Discuss proven approaches
- Provide a taxonomy for capturing governance requirements
- Explain how to map regulatory constraints in metadata
- Offer insights into making partners of your colleagues who don't realize that they are best suited to manage data governance.

A rising tide of data specific regulations are sweeping the world. Sarbanes-Oxley is one of the best known, but they include Insider SEC regulations, Privacy regulations un the US and EU, HIPAA, GAAP, CISAA, Homeland Security Act, USA Patriot Act, Graham-Leach-Bliley, FISMA, and others arriving monthly.

Speaker Biography

David Schlesinger is Intel's RBAC Data Policy Architect and developed a metadata driven governance automation process that is used at Intel Corporation. He has 18 years experience in technology communications, Information Systems quality methodology, and security management. Along with a CISSP certification in information system security, he has a Masters in Organizational Management, is a member of DAMA, and President of the Phoenix Chapter of the Information Systems Security Association (ISSA).

Peggy Schlesinger is David's spouse, is the smarter one of the pair, and has 20 years experience in data management, a Master's in Business with an MIS concentration, and also works for Intel Corporation. She has published several papers presented at technical conferences, and brings an appreciation of the practical aspects of making this Metadata Governance process automaion work for your company.


Beyond Metadata: The Low-Down on Ontologies in Words You Can Understand

Neil Raden
President
Hired Brains Research

Ontologies have migrated from an interesting idea to a brand new way to do your job. There is no question that writing a good ontology will require more domain-specific knowledge than you probably have, but that's a good thing for you because it strengthens the link between your work and the business at large. Starting out as a mysterious term and a poorly understood concept, ontologies have moved into the mainstream with organizations like IBM, CA and Sun developing standards for ontologies. The following questions will be answered:

- What is a good ontology?
- What is the value of an ontoloogy
- How do ontologies promote a shared understanding of data?
- Why are ontologoies an improvement over our current methods?
- What data types are beter suited, XML or RDF, for example?
- How is an ontology put to work?

Speaker Biography
Neil Raden is a working practitioner and an industry analyst specializing in information integration, business intelligence and analytics. He provides IT strategy consulting and design and implementation services to commercial clients in the US and Europe and market research and consulting services to the software industry. His books, articles, white papers and presentations can be downloaded freely from www.hiredbrains.com/knowout.html


PANEL: Guess Who's Next!

Michael Brackett (Moderator)
John Zachman, Larissa Moss, Dawn Michels, John Ladley

There are four critical resources in any public or private sector organization - finances, real property, the human resource, and the data resource. Over the years the first three of these critical resources have become more professionally and formally managed. The data resource is the only critical resource that has not become professionally and formally managed. This situation is potentially disastrous because it is the data resource that provides the real understanding about the business. If the first three critical resources are mismanaged there are civil and criminal penalties imposed. The time will come when there will be severe penalties for the mismanagement of the data resource. If truth were known, it is probably closer than most of us think. This panel of experts will explain their views on what is needed to make data resource management a formal and recognized discipline, and what will happen if does not become a formal discipline.
- Why is the data resource not formally managed?
- What will happen if data resource management continues on the current trend?
- What is needed to develop formal data resource management?
- How long will it take to develop a formal data resource management discipline?


Tuesday, May 24
3:15 pm – 4:15 pm

Information Modeling - we've made it work

Martin Richley
Head of Army Information Coherence Group
Ministry of Defence

CBML has been developed from the experience (not so say frustrations!) of modelers in complex business environments. It develops accurate information structures allowing the business to understand their information needs fully, from which robust data structures can be built. Can CBML improve your information systems? We think so, because CBML delivers information models that are: user defined, accurate, accesible and implementation independent. CBML promotes an organic approach to enterprise modeling, maintaining business terms while fostering benefits to the enterprise. The presentation will describe:
- Benefits to the business, e.g. common understanding of coherent information
- Benefits to the modeler, e.g. busisess commitment to precise, accurate information
- Benefits to the enterprise, e.g. business and modelers communicating effectively
- How these symbiotic benfits promote more effective exploitation of business information

CBML has been developed in the British Army to meet the complex information needs of the battlefield and being able to define our information needs in a robust precise manner independently of implementation issues as part of the UK MoD procurement process. CBML however, as an information modeling language, has much wider utility. It allows information to be modeled from each business area perspective and then be reconciled to form an enterprise wide coherent view of the information required by the business to do its business. It allows this information to be defined in a modular manner, allowing the entreprise information model to be built and change over time, without affecting individual business areas prespectives of their information needs. Where CBML is being used to define our information needs, industry are very excited by the prospects it offers in how they develop their information systems.

Speaker Biography
Martin Richley has been employed in Data and Information Analysis with the UK Ministry of Defence for some 25 years. He gained his MSc in Design of Information Systems in 1989 and now heads up a highly specialist team of Information Analysts working to ensure that future Information Systems that support the Army can interoperate at the information level. He has been instrumental in driving the need for an information modelling language for which CBML has been developed


Compliance Panel

Larry Dzeidzic, DAMA International and
Johnson & Johnson
Bonnie ONeil, Westridge Consulting
David Schlesinger, Intel Corporation
Alan Wernick, Querrey & Harrow, Ltd.
David Plotkin, Wells Fargo Consumer Credit Group

The plethora of compliance regulation and legislation affecting the management of corporate data grows longer almost monthly. We all know the acronyms and nicknames—SarBox, HIPAA, Basel Accord, Patriot Act, SEC Rules, DoD requirements, various state privacy acts—the list is seemingly endless. Compliance efforts are challenging on many levels, from the mere identification and collection of appropriate data, to security, sharing policies, and then the implementation of specific business processes to manage it. And as IDC said— “Regulatory compliance represents the most difficult challenge because it requires information transparency and management across functional silos.” This panel shares the perspectives of practitioners and trusted advisers on all these issues.


Implementing Business Driven Information Management Practices: Organizing Information Stewardship

Ron Klein
Sr. Information Management Specialist
BMO Financial Group

Linda Mirtle
Sr. Information Management Consultant
BMO Financial Group

BMO Financial Group (the Bank of Montreal Group of Companies) understands that information is a critical asset, and when managed appropriately, it supports the synergy provided among stewards; processes, such as joint governance for common information; consistent best practices and sustaining standards and quality are the critical success factors for managing information within a business area and across the organization. Learn how BMO is organizing the Information Stewardship across its business units to manage information assets:

- Effective governance and its levels
- Aligning business and IT
- Implementation of IM practices
- Establishing a Center of Competency
- Learning in stages

This presential is a sequel from last years BMO Financial Group presentation on Information Policy and Metadata.

Speaker Biography
Ron Klein, D.Sc. is currently a Sr. Information Management Specialist with BMO Financial Group. He manages metadata for several large projects across the enterprise. He is also involved with Information Architecture and Data Rationalization. Prior he was Data Architecture Manager at Thomson Corporation and Repository Manager at Canadian Tire Corporation. He has been in the field of Information/Data Management for more than 25 years having speak at DAMA Conferences, Metadata Symposium, WRAD, Very Large Databases Conference among others.


Homeland Security Information Sharing through Metadata Management

Michael Daconta
Metadata Program Manager
Department of Homeland Security

To enable both horizontal and vertical information sharing with its internal and external partners, the Department of Homeland Security CIO Office has established the Metadata Center Of Excellence (MCOE). The MCOE program will provide enterprise metadata management to all organizational elements of the Department. This presentation will examine the DHS concept and vision for Information Sharing; the scope and strategy of the DHS metadata program and the initial success the department has achieved. The session will demonstrate how metadata management is the foundation of a robust information sharing program. It will also highlight challenges to achieving the vision to include competing standards, domain-specific data requirements and parochialism. Lastly, the session will examine the DHS plan to address these challenges.

Speaker Biography
Michael Daconta is the Metadata Program Manager for the Department of Homeland Security. Mr. Daconta is a well-known author, lecturer and columnist having authored or co-authored 10 technical books, numerous magazine articles and online columns. He previously served as the Chief Architect of the Defense Intelligence Agency’s Virtual Knowledge Base Project and also designed the electronic mortgage XML standard for Fannie Mae. He earned his Masters degree in Computer Science from Nova Southeastern University and his bachelor’s degree in Computer Science from New York University. His most recent book is entitled, “The Semantic Web: A guide to the future of XML, Web Services and Knowledge Management.” His other books cover XML, XUL, Java, C++ and C.


Meta Data Models of the Managed Meta Data Environment

Michael F. Jennings
Business Intelligence Strategist/Architect
Hewitt Associates

Many meta data projects struggle with determining the best implementation strategy for their enterprise. Budget constraints, deadlines, and lack of internal meta data implementation experience or a combination, often hinder these projects. These obstacles often lead to additional time and expenses being expended in order to manage these risk factors on the project. This presentation provides a overview of a architecture strategy, detailed meta data repository model design review, and meta data delivery examples from the Managed Meta Environment.

- Description of meta data models of the MME
- Baseline template for a meta data repository design for an enterprise meta data project
- Real world examples of meta data delivery methods using the MME
- Pros and cons of implementing a meta data model of the MME

Provides an in depth data model review of the MME meta data repository design.

Speaker Biography
Michael Jennings is a recognized industry expert in data warehousing, enterprise architecture, and meta data. He is an enterprise architect and data warehousing strategist in the human resources outsourcing (HRO) technology practice at Hewitt Associates. Michael has more than twenty years of information technology experience in the manufacturing, telecommunications, insurance, and human resources industries. He is a monthly columnist for DM Review Magazine, “Enterprise Architecture View” column plus a panel member for the magazine’s online column “Ask the Experts”. Michael speaks frequently on business intelligence/architecture issues at major industry conferences and has been an instructor of information technology at the University of Chicago's Graham School. He is a co-author to the book Universal Meta Data Models and a contributing author to the book Building and Managing the Meta Data Repository.


Taxonomies, Meta-Analysis, and Ontologies

Malcolm Chisholm
President
Askget.com Inc

Taxonomies provide a way of classifying data, usually within a single business domain. Meta-Analysis takes this a step further and analyses data from a different perspective. This new perspective usually requires the re-categorization of data using new taxonomies. Ontologies go beyond this and provide a completely different framework within which data is processed. They require not only new taxonomies, but also new sets of business rules. Taxonomies, meta-analysis, and ontologies are all becoming more important in information management. This presentation introduces them, and describes the common links between them.

- Basic components of a taxonomy
- How meta-analysis is carried out by extending taxonomies
- Define ontologies and explain what is required to implement them.

The audience will benefit from the discussion of meta-analysis and ontologies. These are terms that are increasingly being used in discussions of data management, but are not well understood by many professionals. The foundations that taxonomies represent for these concepts will be explained, together with practical advice on managing taxonomies. It is hoped that the result will be that the audience will be equipped to work in projects that involve meta-analysis and ontologies.

Speaker Biography
Malcolm Chisholm is an independent consultant focusing on meta data engineering and data management. He has worked in government, manufacturing, finance, and other sectors in a career spanning over 25 years.. Malcolm runs two Web sites http://www.bizrulesengine.com and http://www.refdataportal.com.


Sustaining Information Management

John Ladley
President
KI Solutions

Information may be an asset, but it is managed terribly. Data administration as currently practiced is not a sustainable part of IT. Moreover, business executives are failing to see the benefits and risks from information management. This presents a high-risk situation to companies – information mismanagement is dangerous, but the people who can do it are rarely trained to create an on-going business oriented information management function.

During this session, attendees will learn how to create a business aligned, sustainable Information Management Area. Several case studies will be reviewed to provide insight. This class does not cover meta data, tools, or technology. Rather it covers methods and techniques. Data and information architects, CIOs, and Directors will benefit the most from this presentation.

Speaker Biography
John Ladley is President of KI Solutions (formerly Knowledge InterSpace and short for Knowledge and Information Solutions,) a management consulting firm specializing in knowledge and information asset management and strategic business intelligence planning and delivery.


Wednesday, May 25
8:30 am – 9:30 am


Mapping UML Class Diagrams to Relational Databases (Classes to Tables will Never Work!)

Paul Dorsey
President
Dulcian, Inc.

Class diagrams for object-oriented application development tend to look quite different from those diagrams designed to generate relational database tables. Most UML pundits have attempted to map classes directly to tables using a restricted subset of UML. This requires independently designing the database and application class diagrams. Instead, mapping classes to database views (or some other higher-level construct such as an EJB or Oracle ADF entity object) allows designers to draw a single natural class diagram which simultaneously generates views and database tables to support an entire project. This presentation will discuss:
- How to map a class diagram to database views and tables.
- The advantages of using this approach to solve the traditional problems of dealing with derived attributes, long inheritance paths, complex validation and objects passing through many states.
- How a single class diagram can support both application and database design.

Speaker Biography
Dr. Paul Dorsey is the founder and president of Dulcian, Inc. an Oracle consulting firm specializing in business rules and web based application development. He is the chief architect of Dulcian's Business Rules Information Manager (BRIM®) tool.
Paul is the co-author of seven Oracle Press books on Designer, Database Design, Developer, and JDeveloper, which have been translated into nine languages. He is on the Board of Directors of ODTUG, President of the New York Oracle Users Group and a Contributing Editor of IOUG's SELECT Journal. In 2003, Dr. Dorsey was honored by ODTUG as volunteer of the year, in 2001 by IOUG as volunteer of the year and by Oracle as one of the six initial honorary Oracle 9i Certified Masters. Paul is also the founder and Chairperson of the ODTUG Business Rules Symposium, now in its fifth year.


Approaches for Implementing a Multi-Faceted Architecture

Dawn Michels
Information Architect
Andersen Corporation

A successful IT organization realizes that there are many facets to architecture. This presentation is a quick tour of four favored architectures, what they cover, how they are staffed and some sample artifacts that may be used to measure that particular architectures contribution to an organization.

Business architecture uncovers and understands the business requirements needed in projects, corporate initiatives and future strategies. Information or data architecture concentrates on the corporate data asset and designs needed to support the business requirements. Application architecture focuses on the tools and solutions that the business requirements and design specifications demand. Finally the Infrastructure or Technical architecture provides the underlying technical mechanism, capturing the total cost of ownership and flexibility for future demand to make it all work. There is a natural overlap between these different forms of architecture.

Speaker Biography
Dawn Michels is the Information Architect for Andersen Corporation, in Bayport Minnesota and has many years experience in relational database design, across several DBMS and applications. She has developed many data designs and modeling initiatives spanning the Insurance, Medical Devices, and Retail and Credit Card industries. Dawn has also worked for Guidant Corporation, Fair Isaac Inc, MN Life Insurance and was the project lead at General Mills on their first Corporate Wide DW. This included data design, internal marketing as well as hardware and software selection. To round out her professional career, Dawn is an adjunct faculty member at The College of St. Catherine, teaching courses in Mgmt Information Systems and Information Mgmt.

Dawn was the VP of Chapter Services for DAMA Intl 2000-2002. Prior to taking on that role, Dawn was President of DAMA MN for 3 years, and previously VP of Education for DAMA MN, 3 years.


Estimating The Monetary Value Of Data Modeling

Gary Flye
Manager, Enterprise Data Administration
Wachovia Corporation

Why do many organizations not mandate data modeling for all application development and maintenance? Why are data models often considered optional documentation? Even those of us who understand the importance of accurately representing business requirements in a data model have difficulty justifying the cost to produce and maintain the model. In a world economy driven by maximizing profits and shareholder value, any function not perceived as impacting the “bottom line” is in danger of being eliminated. It is time that data modeling is recognized as a major contributor to reducing the cost of future system maintenance. This presentation utilizes principles of Software Engineering to develop an approach for estimating the monetary value of data modeling, and applies it to sample projects at Wachovia Bank.

- Typical measures of data model value
- Relevant background from the field of Software Engineering
- How data models can reduce future system maintenance costs
- Estimating the monetary value of sample projects at Wachovia Bank

This is a topic I am very interested in because it directly affects the current and future viability of my group. The presentation is based on a white paper I produced from a study of relevant concepts in Software Engineering. I am using this technique to promote the importance of data modeling within my own organization, and believe it would be likewise useful to others.

Speaker Biography
Gary Flye is an Assistant Vice President at Wachovia Bank and is the Manager of Enterprise Data Administration. His team is responsible for data analysis and database design, data quality assessment, data & meta data architecture, integration, stewardship, and database re-engineering. Mr. Flye holds a B.S. in Metallurgical Engineering (Colorado School of Mines) and an M.S. in Computer Science (University of New Haven) and his 20 years of IT experience also include the mining and environmental industries in both the public and private sectors. He is currently serving as Vice President of Communications for the newly reorganized Carolina Chapter of DAMA.


Data, Metadata, and ITIL

Charles Betz
Technical Consultant
Accenture/Best Buy

The concept of IT Service Management (ITSM) and its flagship standard, the Information Technology Infrastructure Library (ITIL), have been sweeping global corporations in the past few years, providing a common framework for managing IT in the enterprise. How do data and metadata management relate to the larger ITIL world, such as the process areas of Incident, Problem, Change, Configuration, and Release?

Metadata, in its broadest sense, can be thought of as “data about data AND the systems that process it.” However, when the metadata practice moves beyond the basic data dictionary into application systems and hardware, it starts to converge with the pivotal ITIL concept of “Configuration Management Database,” or CMDB. What is the relationship between the CMDB and the metadata repository? There are significant overlaps and opportunities for synergy; in particular, ITIL’s process discipline is much needed in the metadata community.
- Understanding the history and purpose of ITSM and ITIL, and the major players involved
- Potential relationships between data management, metadata, and configuration management
- Comparing and contrasting the metadata repository and CMDB
- Examining ITIL’s lack of a proper metamodel, and the problems this may cause
- Comparing emerging formal standards for both metadata and ITIL, and how they may relate
- Identifying and critiquing vendor directions in these areas

Speaker Biography
As part of Accenture’s Services workforce, Charles Betz heads the Metadata Management Office for electronics retailer Best Buy. He previously worked for Target Corporation (where he built that company's metadata repository), and also for Accenture as technical architect for ERP solutions. He received his Master of Science in Software Engineering from the University of Minnesota’s Institute of Technology in May 2003; his research topic was "The Convergence of Metadata and IT Service Management.”

He is an active member of the professional community, belonging to the IEEE, ACM, and DAMA (Data Management Association). He has presented professionally on numerous occasions, including his views on "Object Orientation meets the Relational Database," "The OMG's Metadata Standards,” the concept of “Enteprise Resource Planning for Information Technology,” and “Metadata and IT Service Management.” Charlie is the author of the popular weblog www.erp4it.com, which receives over 1000 hits a month.


Meta-data Based Impact and Lineage Analysis Across Heterogeneous Meta-Data Sources

John Friedrich
Consultant

Many organizations have several CASE and modeling tools, data warehouses development tools, ETL engines, BI reporting and analysis tools, EAI environments, and EIP builders. Each contains, uses, manages and is driven by meta-data. In such complex environments, questions that the business user feels should be simple, such as “why is the field in my report inaccurate”, or “how is it calculated’, become excruciatingly difficult in practice, as one must trace the data lineage across BI, to ETL, to Mart, to DW, to ETL, to CASE, etc., tools. The reverse question, i.e., what is the impact of a system or data change upon all of these related environments, is equally difficult. The difficulty initially stems from the inability to collect meta-data from these disparate environments in a common representation with relationships, or data mappings, from tool to tool captured and their lifecycle managed. This session provides real-world examples of successful implementations of:
- Meta-data management
- Impact analysis
- Lineage analysis
- Historical lineage analysis
- What if impact analysis.

Speaker Biography
John Friedrich has been working in the Information Systems arena for over 15 years, beginning as a programmer, and recently a consultant. Much of his work has been on the cutting edge of modern software development and systems engineering, zero-client web development, metadata management for business intelligence, data warehousing, enterprise application integration, data movement and repositories, as well as, content management, enterprise architecture development and actualization, data and process standardization, and systems development and operational project management.


PANEL: Service Oriented Architecture --
Does It Require a Fundamentally New Approach to Data Modeling and Management?

Fran Clark (moderator)
President
Arpeggio Technology, LLC

David McComb, Semantic Arts
Ron Ross, Business Rule Solutions, LLC
Karen Lopez, InfoAdvisors, Inc.
David Hay, Essential Strategies, Inc.

Service oriented architectures and XML messaging are becoming firmly entrenched as standards for “data in motion” among e-business applications and among business partners. As a result, important data is now moving across physical networks and across semantic boundaries instead of inside traditional data repositories. This panel of experts will explore the following questions:
1. Does SOA fundmentally change the process of creating and managing data models?
2. Does the dynamic nature of "data in motion" change the way we represent data models?
3. Where do semantic approaches take on greater importance?
4. Is this all just a bunch of "hooey"? Data modeling is independent of technology and isn't SOA just another technical application implementaion?

Both Dave and Fran's sessions were well attended and well received at the 2004 conference in LA. There was a great deal of interest and enthusiasm in the topics and how they relate/contrast with "traditional" data modeling.

Speaker Biography
Fran Clark has spent the last 20 years on a professional mission: perfecting the secure, speedy and semantic exchange and representation of information both within and between businesses. His quest has taken him through technical leadership positions at Wheelhouse Corporation, Epsilon Data Management, Intel, Boston Gas, University of Vermont, UNUM and John Hancock; and into enterprise projects for clients such as GTE, IBM, AIG, Major League Baseball and General Electric.

Recently, Clark, as VP of Technology at Swingtide, led the design and development of a software product for modeling and monitoring service oriented architectures. Today, Clark leads Arpeggio Technology, a consulting practice focused on the design and construction of “real world” applications using service oriented architectures and semantic modeling approaches. He was also appointedrecently as the SOA Practice Director for NewVantage, a prestigious consulting firm.

In addition to his professional responsibilities, Clark serves on the board of the eCoast Technology Roundtable and is co-chair of the engineering committee for Portsmouth Community Radio.


ACADEMIC TRACK KEYNOTE
Data Quality: Research and Practice

Richard Wang
Director, MIT Information
Quality Program
Massachusetts Institute of
Technology

Winner of 2005 DAMA Academic
Achievement Award

In this presentation Dr. Wang surveys the landscape of data quality research and practice. This will include a description of the current technologies utilized by leading data quality vendors and the typical data quality issues facing today’s organizations. Then he will introduce the MIT perspective to data quality. This will include early research results, namely the Total Data Quality Management (TDQM) cycle, and the current on-going activities in data quality at MIT. Included among these will be an introduction to the data quality categories and dimensions, organizational data quality assessment, performing data integrity checks, managing information as a product, using information product maps, and designing a data quality filtering system.

Speaker Biography
Richard Y. Wang is a pioneer and internationally known leader in the data quality field. He is the lead Principle Investigator of the Information Quality Program at the Center for Technology, Policy, and Industrial Development (CTPID) and Co-Director for the Total Data Quality Management (TDQM) Program at the Massachusetts Institute of Technology, where he has been a professor for a decade. He is also a visiting professor at the CITM, University of California at Berkeley. Prof. Wang also served as professor at Boston University and the University of Arizona, Tucson. He has published extensively in top journals to develop concepts, principles, tools, methods, and techniques related to data quality. He co-authored Information Technology in Action: Trends and Perspectives (Prentice Hall, 1993), Data Quality Systems (CMI, 1995), Quality Information and Knowledge (Prentice Hall, 1999), Data Quality (Kluwer Academic Publisher, 2001), and Journey to Data Quality (MIT Press, forthcoming).


Wednesday, May 25
10:00 am – 11:00 am


Gaining Data Element Insights

David Beulke
Principal
Pragmatic Solutions, Inc.

Just imagine that you knew everything about your application elements; who, what, where and when. You know all about the data elements, their definition, use in "if" and "move" statements, what jobs do which programs with what files and database tables. Imagine how that knowledge would improve your daily struggle to get everything done.
Imagine the time you would save related to impact analysis, integrating other applications, application development or system consolidation. Imagine how much easier it would be to satisfy the growing regulatory requirements. By attending this presentation you will learn how the practices and techniques of Business Process Analysis can help you quickly learn all about your applications.
- Discovering your data elements
- Naming and definition conventions
- Finding system integration points
- Business Process Analysis Steps
- Job and process interaction

This presentation highlights the activities done recently on successful consulting assignments.

Speaker Biography
David Beulke is an internationally recognized DB2 consultant, author and lecturer. He is known for his extensive expertise in database performance, data warehouses and internet applications. He is currently a member of the IBM DB2 Gold Consultant program, co-author of the Business Intelligence Certification exam, and former instructor for The Data Warehouse Institute (TDWI). He has helped clients with system and application issues on the mainframe, UNIX and Windows environments and has over 19 years in numerous industries.


Shared Success: A New-Old Way to Bridge the Business-Technical Project Gap

Diana Mekelburg
Lead Consultant
Open PM

Too many software projects fail because the project's goals don't meet business and technical goals. The standard advice is to acquire more project managers. Yet, this strategy often causes more problems than it solves.
Shared success occurs when all goals are met and requires open project management. Data specialists, developers and business partners no longer play sideline roles in managing the project. Standard project management doesn't support this openness.
The concepts presented are ones that have existed for eons and are being applied in new and productive ways:
- how project participants' motivations can hinder project success
- how centralized, traditional project management can cause failure
- why many succesful projects have managed themselves
- the seven principles these projects have followed
- the practices these project have applied
- how to prepare both technical and business personnel to participate in open project management

Data management personnel play a crucial role in the creation and enhancement of computer systems, yet are too often excluded from key project management decisions. As a result, data management personnel are too often seen as "holding up the release". As recent interest in the centralized project manager approach begins to wane, data management personnnel are in the right position to benefit from a shift to more participatory project management. Being first to learn how to make this happen is a great advantage, as executives start looking for a new way to control projects.

Speaker Biography
Diana Mekelburg, CSQE, PMP, has been a software process consultant for the 8 years, during which she specialized in project/program management training and coaching for more than 800 people. As a software manager for 20 years, she has been responsible for internal, commercial and governmental applications, running on platforms from mainframes to the web. Diana has also been an SEI CMM assessor, instructor, and consultant. She is also a Qualified Myers-Briggs Type Indicator administrator and an experienced, trained mediator.


Information Management at Mayo Clinic

Tim Brennan
Data Administrator
Mayo Clinic

Is your organization struggling to integrate data? Is there a lack of consistent metadata and use of data elements in your organization? Have you attempted to create a data stewardship function to implement data element standards? Is your organization's approach to managing its data inconsistent or undefined? If questions like these elevate your blood pressure, then this session is for you! This session will provide attendees with a story of a ongoing journey that Mayo Clinic is undertaking to define and implement Information Management (IM). The presentation will briefly identify why Mayo recognized the need for defining IM, what Mayo identified as objectives & components of an IM Program, and lessons learned along the path of the journey of IM.
- Program objectives
- Program governance
- Common data architecture, infrastructure and stewardship
- Operational support
- Power, politics and change

The focus of this presentation is to communicate Mayo Clinic's experience regarding an Information Management Program. Having a presenter communicate objectives and components of Information Management at Mayo is beneficial, however, the added benefit of sharing the "real world" experience can assist attendees in taking away more than just theory...it is theory put into action.

Speaker Biography
Tim Brennan is currently a Data Administrator and DA Team Coordinator at Mayo Clinic in Rochester, Minnesota. Tim has a Bachelor Degree in Computer Information Systems and is currently completing his Masters in Business Administration. He began his career in Data Management at Minnesota Life 9 years ago as a Data Analyst Intern working on reverse engineering data models. Tim transitioned into the programming world for a few years before doing IT project management and software classroom training. At Mayo Clinic, Tim has been involved with numerous data initiatives addressing data management concepts spanning Data Warehousing/Business Intelligence, ERP, Genomic Research, Information Management & Data Stewardship, Mayo Integrated Clinical Systems, and Mayo's Metadata Repository. Outside of Mayo, Tim has served as the Education Officer for DAMA Minnesota since December of 2002


Ready to Use XML Metadata Frameworks – An overview

Peter Aiken
Founding Director
Data Blueprint

M. David Allen

We are constantly getting questions about the value of XML frameworks. This talk provides an overivew of their utility from a data management perspective. We examine some of the most popular XML frameworks, including industry specific frameworks such as RosettaNET (Electronics), Acord (Insurance), Envera (Chemical) as well as more generalized frameworks such as ebXML, bizTalk, and others regarding their relative utility to data managers. Our conclusions are that for well-specified domains, these frameworks provide immediate utility, complimenting existing data management efforts. If implemented correctly, these frameworks also provide a sound basis for the development of information architecture components including basic data modeling templates, standard data items, domain information, and inter and intra organization intragration metadata.

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.


Governance and Synchronization of Shared Metadata: a User Perspective

Peter Hallett
VP of Marketing
SchemaLogic

Conrad Gottfredson
Enterprise Content Architect
LDS Church

Most large enterprises have a multitude of largely independent databases, content management systems, applications and portals. At one large global organization, coordinating shared taxonomies and vocabularies proved too difficult and expensive to continue the status quo as the number of content management systems grew from dozens to hundreds. With an eye on consistent tagging, faster change management and governance across systems, the business information services team implemented a enterprise taxonomy repository to support consistent tagging, retrieval and navigation across systems. This session will be presented by one of the enterprise content architects with the LDS Church. You will hear how the company gained control over enterprise taxonomies and controlled vocabularies using a shared-services model.
- Learn how one of the world’s largest content delivery organizations drives metadata reuse and change management across systems
- What’s wrong with inconsistency? (Proving ROI for management)
- Sharing controlled vocabularies: how far can you go?
- The risks and rewards of governance over metadata
- Metrics used to convince management and get the budget

Here we have a case-study from one of the World's largest firms, which is seen as a technology leader, sharing lessons with her peers


Beyond Data About Data

Kevin McDearis
Vice President, Data & Delivery
CheckFree

James Baker
Data Architecture Manager
CheckFree

Implementing a Metadata solution that defines process, data and technology relationships in business and technical terms: Hear about the continued evolution of CheckFree’s Data Directory: From its beginning as flexible Data Dictionary, to what is now a repository that enables associates to relate and assess impacts to business processes, business rules, data models, and application components. We’ll cover the CDD’s evolution including a technical overview, content phasing, overcoming cultural challenges and driving overall business value.


Patterns and Practice: Data, Object, and Interface Design

Deborah Coleman
Assistant Professor
Rochester Institute of Technology

Bill Murray
Software Analysis Manager
Paychex Corporation

Carla Lorek
Manager, Communications
Xerox North America

Data and process requirements are at the heart of data analysis, object-oriented analysis and interface design methods. Since the dependency of requirements is laden upon customers, it is important to identify areas of synergism that are possible between these methods and the methodologists that employ them. This presentation will introduce synergistic opportunities and patterns between data, object-oriented, and interface design methods discovered through a post-baccalaureate project and thesis.
- Which should come first: data or object models?
- What synergism is possible between data, object, and interface design methods?
- Artifacts, techniques, and communication
- Patterns & algorithms: associations between data and object models
- What is actually happening in industry?
- What methods are being used practitioners?
- What level of collaboration exists in the typical enterprise?

Speaker Biography
Deborah G. Coleman
Deborah is currently an assistant professor at Rochester Institute of Technology, Rochester, New York. Her resume includes a BS degree in Computer Science, an MS degree in Software Development and Management, and 25+ years industry experience. She is currently pursuing a Ph.D. at Nova Southeastern University, Ft. Lauderdale, Florida, in Information Systems. Deborah has held numerous software development, data management, and leadership positions in a several public sector industries. Deborah’s research interests include requirements engineering, enterprise data management, enterprise architecture, software development methodologies and management. She strives for excellence in satisfying requirements and believes that requirements don’t change as frequently as they are missed.

Bill Murray
William Murray is currently an IT Manager leading analysis teams in gathering
requirements for financial applications. He received a Master Degree from
Rochester Institute of Technology with a focus on multimedia design and object
technologies. His graduate thesis is titled 'Object Relational Mapping using
Algorithms and Patterns'. Mr. Murray has worked in the Information Technology
industry for 17 years. During this time he has held various positions
including Programmer, Development Manager, Project Manager, Process Analyst,
Web Designer, and IT Manager. He has worked on software development projects for medical systems, financial applications, web applications, and data
warehousing.

Carla Lorek
Currently a management executive at Xerox Corporation, Carla Lorek has worked in the Information Technology field for over 20 years. Her knowledge and experience span the breadth of the discipline: software development and operations; strategy planning and performance; communications and organizational effectiveness. Additionally, Carla has served as an adjunct professor at the University of Rochester's William E. Simon School of Business Administration delivering lectures in Information Systems and e-Commerce. She participates on the Industrial Advisory Board at Rochester Institute of Technology. Her education includes a BA in Biology and an MA in Statistics.


Wednesday, May 25
11:15 am – 12:15 pm


Modeling Baseball Cards: A Case Study

David Hay
President
Essential Strategies, Inc.

When did you get exposed to data management for the first time? Your first SQL course? The time you got dBase II on your first PC? No, we contend that you became aware of data management problems when you started collecting baseball cards. First, there were issues of storing the physical inventory. Then, as you looked at the cards, you began to understand the limitations of this medium in truly representing each player's performance. You saw, for example, that one card per player was ok, but sometimes players changed teams in a season, and that required two cards. And what happened when they started collecting new statistics?

It turns out that modeling the data on baseball cards is an excellent exercise of data modeling skills. This presentation will describe the development of a data model as the modeler achieves successive insights into the subtleties of the underlying data. Beginning with a simple model of baseball cards themselves, the model will be extended in stages, until it becomes one that can serve as the basis for a true database to capture each player's performance throughout his career. This will be an example of the way to develop a data model.

Speaker Biography
In the Information Industry since the days of punched cards, paper tape, and teletype machines, Dave Hay has been producing data models to support strategic and requirements planning since the mid-1980’s. He has worked in a variety of industries, including, among others, power generation, clinical pharmaceutical research, and all aspects of oil production and processing.

He is the founder and President of Essential Strategies, Inc., a consulting firm dedicated to helping clients define corporate information architecture, identify requirements, and plan strategies for the implementation of new systems.


Four Basic Steps to Data Security --
Shielding Your Enterprise in a Highly Regulated Environment

Sherman Lee
Data Architect
A.G. Edwards

Becky Kirkpatrick
Enterprise Information Architect
A.G. Edwards

Decades ago we didn’t worry about locking the front door. And now? We resort to multiple locks on doors and windows and installing sophisticated security systems in order to protect our households. Data Security has evolved in a similar fashion. But in this highly regulated age of Gramm-Leach-Bliley and Sarbanes-Oxley, how do you identify which are the most valuable assets coming under increased scrutiny? Who warrants access and under what conditions? How to accomplish all this without overtaxing business and IT personnel? You will learn:
• A practical four-step approach for securing business information, scalable commensurate to your enterprise resources and schedule
• How to catalog and classify all business data, across different lines of business, restricting and securing data wherever it is stored – in multiple locations and different media (including paper!)
• How to leverage data governance to partner business and IT to embrace data security.

Speaker Biography
Sherman Lee has 18 years of experience in Information Technology. He has filled the roles of Systems Analyst, DBA, Data Architect and EDW Architect, for two financial services firms in St. Louis, Missouri. He is currently architect for the corporate glossary and a facilitator for data security initiatives at A.G. Edwards, a full service financial services firm where he has been for 6 years. Sherman holds a BS and MS in Computer Science and a BA in Biology from Washington University in St. Louis.

Becky Kirkpatrick, a data processing professional of 20 years, is an Associate Vice President for A. G. Edwards & Sons, Inc. As the firm’s Enterprise Information Architect, she is responsible for defining the architectural vision and strategy for managing the corporation’s business information, including electronic (structured data and content) and non-electronic data. Becky holds a Masters in Information Management Systems from Sever Institute, Washington University, in St. Louis, and has served on the board for DAMA-St. Louis.


The Future of Data Management

Matthew Williams
Senior Data Analyst
Worldspan

What does the future hold for data management? Will this career path remain viable for the foreseeable future? Although current data-models are now widely accepted, they have not delivered on their promise to revolutionize the database world. Have new, more robust development environments relegated data architecture/modeling to a subsidiary role? Does the data architect and/or modeler still have a role to play in today’s IT world? And what do/should those roles look like?

These and other questions are on the minds of those of us who make our living working with database technology. Join Senior Analyst Matt Williams as he pulls back the veil on these issues and reveals what proves to be a controversial but thought-provoking glimpse into the future of data management.

I gave this presentation at our monthly meeting for DAMA Atlanta and it was well received. Its intent is less instructional, although I do discuss two areas pertinent to the application of data modeling: modeling for data security and modeling for business solutions. More importantly, my presentation provokes thought among data management professionals regarding the future direction of data management. This presentation speaks to the heart of the issues confronting our industry and provides a fresh and timely perspective.

Speaker Biography
Matt Williams has over twenty years experience in the data management field and has been a featured speaker at both the DAMA International Symposium and the Wilshire Enterprise Data Forum.


Implementing a Metadata Repository at a Data Driven Company

Ray McGlew
Enterprise Information Architect Consultant
Software Methods and Faculty Practitioner, University of Phoenix

Implementing a metadata repository is much more than simply installing the software, running scanners to extract the metadata, and providing access. The metadata repository must be a part of a coherent data and metadata management strategy, and stakeholders must understand its importance. This presentation will suggest strategies for implementing a metadata repository as part of a larger data management program. This will include:
- Gaining and keeping management support
- Assessing the organizations readiness for a metadata repository
- Coordination with the Enterprise Data Model and Data Warehousing efforts
- Creating a proof-of-concept
- Selecting a repository
- Team roles and responsibilities

This presentation is based upon my experience in leading the DA function at IMS Health. While there we developed an Enterprise Logical Data Model, as well as a pilot Interim Metadata Repository and follow-on Enterprise Metadata Repository. This repository has been used to help with development and impact analysis, as well as disseminate metadata to those who need it.

Speaker Biography
Ray McGlew is a data and metadata consultant and Lead Faculty Practitioner at the University of Phoenix. He has devised and implemented data management strategies at medium and large companies. He has established and managed data management functions, including the creation of enterprise data models and metadata repositories.
While at IMS Health, the leader is providing pharmaceutical sales and marketing data, he developed the rationale to implement a Data Administration function, hired, and managed the team. He directed the development of the international Common Data Model, which described the data that IMS Health sold under multiple product lines in many countries. To support the implementation of the model, he also led the efforts to develop logical and physical database standards.
While at IMS his team analyzed the requirements for, and implemented a metadata repository that is used for easy access to database catalogues from three DBMS’s, dissemination of consistent names and definitions, and impact analysis.


An Enterprise Approach to Metadata Management
(or How We Learned NOT to Manage Metadata)

Dan Paolini
Director, Data Management Services
State Of NJ - OIT

As John Singer says, truly, “We are drowning in a sea of metadata.” As bad as this sounds, the more significant problem is the metadata that is managed (or mis-managed) by people and functions that don’t even realize they have metadata. How do you sell a metadata strategy when executives assume it is an ultra-techie, geek-filled domain with nothing in common with their business? We need to get ahead of knowledge and content management and connect those efforts with traditional metadata management efforts

- What is the role of metadata in an information architecture?
- What is a reasonable scope for a metadata initiative?
- Where do you begin?
- How do you overcome resistance and obtain sponsorship?
- What should you NOT do?

Speaker Biography
Dan Paolini is the State of New Jersey's Director of Data Management Services and first Information Architect. Before returning to State employment, he co-founded and led a successful database consulting and training firm for six years. He has also served as the Chief Technology Officer for a public school district and for a State educational institution.

He has presented eight keynotes and more than fifty technical papers at more than twenty conferences in North America and Europe on many diverse topics. Dan was a contributing editor for a monthly database magazine for three years as well as the technical editor for three database books.

Dan is the Vice President for Standards for the DAMA International Foundation. He also serves as a moderator for the Data Architecture Professional Group. Dan has served more than thirty years as a volunteer firefighter, recently retiring as chief of his fire department. He has been honored several times for rescues and service. In his spare time he writes music and teaches Sunday School.


The Semantic Web: What is it and Why Should You Care?

Dave McComb,
President
Semantic Arts

The Semantic Web is one of those grand visions which has been written about for a long time in scientific and academic circles without reaching the mainstream. That is about to change however. Semantic web technologies are insinuating themselves into a lot of new IT initiatives. And it’s not just an Internet-based phenomenon—the notion of an “enterprise” semantic web is catching on rapidly, and may in fact be the bigger issue for data managers to deal with in the not-to-distant future (namely months, not years!) This presentation will explain the ideas and technologies behind the semantic web at both the Internet and enterprise levels.


PANEL: The Changing Role of the Business Analyst/System Designer

Gil Laware
Assoc. Professor
Purdue University

Andrew Walters
Assoc. Professor
Purdue University

Jack Hilty
Managing Principal
SentientPoint, Inc.

As technology and design techniques continue to evolve, business analysts/system designers are at a crossroads. Because of the need for models to represent actual business situations and reflect multiple perspectives, analyst/designers must have a cadre of skills, characteristics and experiences including knowledge of business, design techniques, and technology.
- The changing role of a business analyst/system analyst
- The key characteristics an analyst/designer needs
- Essential skills to facilitate new business designs
- Why modeling the business is key to building the right solutions
- How these new skills provide the analyst/designer with the tools to provide the right business solutions

Panel Discussions on the change in the business/educational environments requiring the need to develop skills based upon personal characteristics. These will have significant implications upon current industry practices and directions. The panelists have over 60