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


TUTORIALS

Monday, May 23
8:30 am – 4:45 pm


T1
Enterprise Architecture Principles and Values -
Straight from the Source!

John Zachman

For those who understood the value proposition, Enterprise Architecture has always been important. Yet it is only relatively recently that the concepts and benefits of Enterprise Architecture have started to be embraced by a significant number of organizations at a senior level. Perhaps, like the Internet - which existed for almost 25 years before it finally captured widespread attention - the time for Enterprise Architecture has finally arrived!

Given this resurgent interest, who better to explain the principles behind Enterprise Architecture than the man himself, John Zachman, the originator of the "Framework for Information Systems Architecture" During this workshop John will explain how and why Enterprise Architecture provides value, and the four reasons why you "do" Architecture including alignment, integration, change management and reduced time to market. Without Architecture, there is NO WAY you can do any of these things. This presentation begins with a brief definition of what Enterprise Architecture is, and then develops the logic as to its value to the Information Age Enterprise.

Speaker Biography
John Zachman is the author of the "Framework for Information Systems Architecture", which has received broad acceptance throughout the world as an integrative framework for managing change in Enterprises and in the systems that support them. He travels nationally and internationally, teaching and consulting, and has facilitated innumerable executive team planning sessions. As a conference speaker, John known for motivating messages on information issues. John Zachman is a member of the International Advisory Board of DAMA International.


T2
Advanced Topics in Data Modeling

Tom Haughey
President
Infomodel, LLC

Data modeling is not just some mathematical formula that can be applied to data to produce a single answer. Situations present themselves that are exceedingly difficult to solve in data modeling. Other situations are so tricky that there are many different ways to solve them. Both types of situations stymie the novice data modeler, and challenge even experienced data modelers. This presentation will present several of these most challenging situations and propose alternate ways of handling them.

Abstraction in Modeling
- Subtyping and difficult subtyping situations
- When is subtyping applicable and when too restrictive?
- Type coding
- Generalized data typing of entities and attributes
- Aggregation and types of aggregations
- Application of aggregation to analytical data

Analytical Modeling
- Is there such a thing as dimensional modeling?
- Facts and dimensions
- Is data inherently a fact or dimension?
- Dimensional hierarchies

Hierarchies
- Recursion, hierarchical recursion and network recursion
- 6 ways of implementing recursion

Time and History
- 5 types of history
- Applying late arriving data

Denormalization
- The three main ways to improve performance
- The 7 factors needed to justify denormalization
- Denormalizing first normal form
- Introducing redundant data and redundant relationships

Real life examples.

Speaker Biography
Tom Haughey is currently President of InfoModel, Inc., a training and consulting company. His courses on data management, data warehousing, and software development have been delivered to Fortune 1000 companies around the world. He has worked on the development of seven different CASE tools. He was formerly CTO for the Pepsi Bottling Group and Enterprise Director of DW for Pepsico. He worked for IBM for 17 years as a Senior project manager. He is the author of many articles on Data Management and Data Warehousing and has worked on a multitude of data management projects.


T3
Applying Business Rule Techniques for Better Requirements and Models

Ronald G. Ross
Principal
Business Rule Solutions, LLC

Gladys S.W. Lam
Principal
Business Rule Solutions, LLC

In this tutorial, Mr. Ross and Ms. Lam explain how the business rule approach can improve your entire requirements process. Starting with the business model, they identify each relevant deliverable and show where business rules fit in with them. Specifically, they show how business rules address the issues of motivation and guidance – in other words, the question of “why.” They detail how you can use business rules to develop business tactics in a deliverable called a Policy Charter.

Continuing, they focus on the system model and again discuss how business rules fit with each deliverable. Special emphasis is given to how business-perspective rules differ from system-perspective rules, and what you need to do to translate between the two. Finally, practical refinements to system model deliverables are examined, not only to exploit business rule ideas, but also to maintain a consistent focus on validation and communication from the business perspective. Finally, they offer guidelines for how business rules should be expressed, and how they can be managed more effectively.

The business rule approach offers practical new techniques to create more effective business solutions, to blueprint the system model, and to speed-up the requirements process. These innovative methods have proven highly successful in organizations of many different types and sizes. This tutorial will show you how to:
* Ensure completeness in business, data and system models
* Exploit business rule techniques
* Communicate more successfully with both the business side and IT
* Accelerate the requirements process
* Use business rules with data and system requirements
* Organize and run a business rules project

Speaker Biography
Ronald G. Ross is recognized as the “father of business rules.” He is Co-Founder of Business Rule Solutions, LLC which provides workshops, consulting services, and methodology supporting business analysis, business rules, and rule management. At BRS, Mr. Ross co-develops ProteusR, its landmark business rules methodology. He serves as Executive Editor of www.BRCommunity.com and its flagship on-line publication, Business Rules Journal. He serves as Co-Chair of the annual Business Rule Forum Conference.

Gladys S.W. Lam is Principal of Business Rule Solutions and the co-founder of Business Rule Community. BRCommunity.com is a vertical community for professionals working with business rules and related areas and is home of the on-line Business Rules Journal. She is the co-creator of the BRS Business Rule Methodology, ProteusTM.


T4
Developing an Enterprise Data Strategy

John Ladley
President
KI Solutions

The impact of information on an organization is changing. In addition to the traditional "efficiency gains" from data strategies, companies are now confronted with high-risk situations (e.g. Sarbanes-Oxley) as well as the need to truly change their business through using information. At one time, data strategies implied figuring out what kind of mix of information delivery, data quality and repository "stuff" to buy and assemble. Now the data strategy must not only be able to manage and deliver information; it must be a sustainable, business-aligned process that not only manages information assets, but also manages corporate risk.

During this one-day tutorial, attendees will learn how to create a sustainable data strategy. The emphasis will be on business alignment and value, risk mitigation, and designing and deploying a cost-effective, useful data strategy program. We will cover structured and unstructured content. Several case studies will be reviewed to provide insight. This class will also cover the underlying frameworks (meta data, business intelligence, etc.) but is not a class in selecting tools or technology.

- Vision and Alignment
- Techniques for auditable results
- Defining the most effective delivery framework
- Component Overview
- Developing a sustainable road map for implementation
- Business cases and information value management

Each attendee will leave with a checklist of deliverables to determine the type of activities they need to execute for their own organizations.

Speaker Biography
John Ladley is an internationally known information management practitioner and a popular speaker on information and knowledge management. John is widely published and has several regular columns. Prior to founding KI Solutions, John was Senior Program Director of Data Warehouse strategies and a Research Fellow at Meta Group. Mr. Ladley is an authority on information architectures, business performance measurement architectures, collaborative applications, and information resource management.


T5
Data Integration Methodology for Data Warehousing

Larissa Moss
President
Method Focus, Inc.

If data warehouses are supposed to be all about data integration, then why are we using traditional methodologies to build them? We know that those waterfall methodologies are designed to produce stand-alone systems and don’t contain cross-organizational data integration tasks. Some data warehouse projects use no methodology at all. Yet, we know that data integration does not happen by osmosis or we wouldn’t be facing the current challenges with our “dis-integrated” data islands.

This tutorial compares the silo development approach of data warehouse applications that use traditional waterfall methodologies to the integrated development approach using a cross-organizational data integration methodology. Data warehouse managers, data management professionals, and business users will learn how to organize data warehouse project teams and how to coordinate their activities under an overall data warehouse program. This tutorial covers:

- The software release concept – an “extreme” iterative development approach
- Project team roles and responsibilities
- Sixteen development steps applicable to data warehouse projects
- Development activities, deliverables, and roles for the development of the data warehouse applications, its databases, ETL, and Metadata
- Flexible entry and exit points in the methodology demonstrated by an example
- Organizational impact of the new development approach

Data integration has been a hot topic for years, but there is a shortage of step-by-step "how to" instructions. This tutorial is just that - tailored for data warehousing projects where data integration is of utmost importance.

Speaker Biography
Larissa Moss has 20+ years of experience with enterprise information management. She speaks and lectures at data warehouse and industry conferences worldwide. She frequently writes articles and white papers on the topics of metadata management, data profiling and cleansing, business-focused data modeling, data warehouse project management, and data integration methodology. Her co-authored books include Data Warehouse Project Management, Impossible Data Warehouse Situations, Business Intelligence Roadmap, and Data Strategy (publishing date 2005).


T6
Designing Quality in to Data Definition and Data Models

Larry English
President
INFORMATION IMPACT International, Inc.

Poor quality data definition and data models cause information quality problems, miscommunication among business and systems staff and increases data redundancy and the costs of application development and maintenance. In this tutorial, Mr. English leads you in a Root-Cause Analysis workshop exercise to identify the root causes of poor quality. He describes the characteristics of quality data definition and data models and how to "design quality in" to the data definition and data modeling processes, using quality techniques such as Kaizen®, Quality Function Deployment and other quality techniques from his widely acclaimed book, Improving Data Warehouse and Business Information Quality.
Because data definition and data modeling are not documentation processes, but are "processes of information product specification," they are critical to Information Resource Management success. Mr. English leads you in a process improvement workshop to define improvements in your data definition/data modeling processes.
- Quality characteristics of data definition and data models
- How to measure data definition and data model quality
- Workshop: root causes of poor quality data definition
- How to "Design Quality In" to the data definition/data model process
- Workshop: defining process improvements for data definition/data model quality

Speaker Biography
Larry P. English is an internationally recognized authority in information management and information quality improvement. He has provided consulting and education in 29 countries on five continents. He was featured as one of the "21 Voices for the 21st Century" in Quality Progress. English received the "Individual Achievement Award" for his contributions in information management from DAMA. He writes the "Plain English about Information Quality" column in DM Review. English’s widely acclaimed book Improving Data Warehouse and Business Information Quality, is also available in Japanese. He is a co-founder of the International Association for Information and Data Quality (IAIDQ)


T7
Managed Meta Data Environment Full Life-Cycle Roadmap

David Marco
President
EWSolutions

Effectively meta data management is no longer an option, but an absolute requirement for corporations and government agencies. Companies have realized that without meta data their IT departments cannot manage their systems and their systems are not providing true value to the business end user. Organizations are implementing managed meta data environments (MME) to provide them an enterprise meta data management solution.

This practical course leverages the lessons learned from companies that have successfully deployed MMEs. The case studies demonstrate the importance of having a methodology for defining meta data requirements, capturing and integrating meta data, MME architectural components, how to calculate ROI, and develop a project plan, advanced meta data architectures, pulse-of-the-market analysis of meta data integration tool vendors, methodology for defining an attainable project scope, and a presentation of the Data Stewardship Framework. This course is adapted from Mr. Marco’s book "Universal Meta Data Models" (John Wiley & Sons, 2004). You will learn:

- Six Architectural Components of the Managed Meta Data Environment (MME)
- Meta Data Extraction Layer
- Meta Data Integration Layer
- Meta Data Repository
- Meta Data Management Layer
- Meta Data Marts
- Meta Data Delivery Layer
- Real-World MME Case Studies
- Analyze Meta Data Tool Vendors
- Developing a MME Architecture
- MME Architectural Approaches
- MME ROI
- How to Sell a MME Project to Business Executives
- Data Stewardship Framework

Speaker Biography
David Marco is an internationally recognized expert in the fields of data warehousing, enterprise architecture and business intelligence. He is the author of several widely acclaimed books including “Universal Meta Data Models” and “Building and Managing the Meta Data Repository”. Mr. Marco has published hundreds of articles and is a regular columnist for several technology magazines and has served as a judge in dozens of industry awards. In addition, in 2004 Mr. Marco was selected to the prestigious Crain’s Chicago Business “Top 40 Under 40”. Mr. Marco has taught at the University of Chicago and DePaul University, and is the founder and President of EWSolutions, a GSA schedule and Chicago-headquartered strategic partner and systems integrator.


T8
Enterprise Metadata: An Information Odyssey

Todd Stephens
Director of the Metadata Services Group
BellSouth

This tutorial focuses on the formulation and implementation of an enterprise metadata strategy. Participants will learn techniques to understand the role of metadata in the development of Enterprise Business Intelligence (EBI). The Metadata Services Group within BellSouth has spent the last five years developing an enterprise metadata solution based on a solid product line and a customer service focus. This tutorial will develop the attendees understanding of how to develop a successful enterprise metadata implementation as well as look into a couple of case studies of value creation. We will examine the principles of marketing, selling strategies, service offerings, product design, architecture, team construction and overall strategy of delivery for an enterprise metadata solution in both the structured and un-structured world

- Increase your understanding of which strategy options make the most sense and which do not.
- Identify and compare your organizations metadata strategy with ours.
- Develop metadata solutions and blueprints for a service transformation and delivering real business value.
- Recognize which products, architecture and services can create a competitive advantage.
- See how metadata enabled the enterprise service reuse program
- Apply our lessons learned to your organizations situation
- Better anticipate and prepare for your customers’ changing needs.
- Discover what skills you need within the metadata team.
- Enhance your ability to market and sell enterprise metadata.
- Identify methods of measuring ROI within enterprise metadata.

Attendees will learn the following
- Increase your understanding of which strategy options make the most sense and which do not.
- Identify and compare your organizations metadata strategy with ours.
- Develop metadata solutions and blueprints for a service transformation and delivering real business value.
- Recognize which products, architecture and services can create a competitive advantage.
- See how metadata enabled the enterprise service reuse program
- Apply our lessons learned to your organizations situation
- Better anticipate and prepare for your customers’ changing needs.
- Discover what skills you need within the metadata team.
- Enhance your ability to market and sell enterprise metadata.
- Identify methods of measuring ROI within enterprise metadata.

Speaker Biography
Todd Stephens is the Director of the Metadata Services Group for the BellSouth Corporation, where he is responsible for setting the corporate strategy and architecture for the development and implementation of the Enterprise Metadata Repositories. He is also an Adjunct Professor at Lagrange College and recently received his Ph.D. in Information Systems from Nova Southeastern University. Todd writes a monthly online column in DMReview and has delivered keynotes, tutorials and educational sessions for a wide variety of technology conferences. He has been awarded nine U.S. patented and pending patents in the field of Metadata.


T9
Semantics: The New Era for Information Management

Dave McComb
President
Semantic Arts, Inc.

Semantic Technology is about to explode in the marketplace: independent projections suggest a $60 billion industry by the year 2010. The good news for the data management community is that people with Data Modeling and Analytic skills are in the best position to capitalize on this trend.

Semantics is the study of meaning. Semantic Technologies are those that take advantage of a more formal, and computer interpretable, expression of the meaning of the information stored in our systems. With Semantic Technology we will be tagging meta data as well as instance data with ontologically agreed terms, in a way that our systems can use to improve search, integration and more.

This tutorial is designed to bring data professionals up to speed on Semantic Technologies and how they will transform pretty much all of the technologies we use. The tutorial will cover:
- What are semantics, and why should I care?
- Taxonomies and Ontologies: foundational technologies
- RDF and OWL: the open standards for the Semantic Web
- Semantic Brokers: how they are changing the face of EAI
- Semantic Search: getting beyond keywords
- Structured and Unstructured information: how to bridge the gap.
- Underlying Semantic Disciplines, including Category and Prototype Theory

This tutorial is partly a "heads up" to this new family of technologies that will be changing the way we conduct our business. It is also meant to provide some insights that can be applied immediately by any data professional who deals with semantics (and all of us do). It is aimed at changing the way you think about information.

Speaker Biography
Dave McComb is President of Semantic Arts, a boutique consulting firm specializing in Enterprise Architecture and the application of Semantics to Information Systems. He is the author of "Semantics in Business Systems" and the Program Chair for the annual Semantic Technology Conference.


T10
Consulting Skills for Data Professionals

Graeme Simsion

As every data professional knows, the toughest part of the job is engaging the business: understanding their requirements, winning their support, and meeting their expectations.

These are consulting skills – and even if you’re “only” providing services within your own organization, you’re a consultant – like it or not! And many of the techniques that the best external consultants use are equally relevant to you. In this workshop, Graeme will share principles, techniques and tips learned from 20 years of building and managing a successful consultancy. He’ll show you how to:

- Gain a deeper understanding of business needs and priorities
- Define high-value projects and gain business buy-in
- Negotiate and manage expectations
- Deal with problems – and difficult people
- Build effective long-term relationships

This is a heavily interactive workshop, with time set aside for discussion of case studies and issues raised by attendees. We should add that external consultants, particularly those working independently, have also found Graeme’s consulting skills workshops valuable!

Speaker Biography
Graeme Simsion is one of the best known and most influential voices in the data management field. Always controversial, always prepared to question the conventional wisdom, and his own ideas as well, he is identified with some of the most important ideas and trends in data administration and data modeling over the past decade. He built and managed a successful consultancy which grew to some 70 staff covering IS planning, process re-design and systems specification as well as data management and data modeling. During this period, he continued to take on consulting assignments himself, primarily facilitating business and technology planning at the senior management level. Graeme enjoys a reputation as an outstanding and entertaining communicator. His book, Data Modeling Essentials (Morgan Kaufmann), now in its third edition, is widely regarded as the clearest work on the topic.


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