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:
- “Consolidation”
- eliminate redundancies
- improve effectiveness
- reduce resources required to complete work you’re already performing
- “Standardization”
- establish profiles for business processes and services
- find ways to reuse these business processes or to apply these
services to different needs
- “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 |