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Monday, May 23
8:30 am – 4:45 pm
T1
Enterprise Architecture Principles and Values
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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.
Conference
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