WORKSHOPS
Sunday, May 22
3:30 pm – 6:45 pm

W1
Politics and Effective Principles In Data Management

Len Silverston
President
Universal Data Models, LLC

The most successful data integration and data management efforts usually share one thing in common: they have an effective environment that provided fertile ground for data management. This session will share techniques to help understand and develop the underlying cultural and political environment, thus providing a framework that is critical towards achieving data management goals. It will provide case histories of successful and unsuccessful efforts, illustrating why some programs succeed and others fail. Participants of this session will gain:
- An understanding of political and cultural factors of which successful teams need to be aware and prepared.
- Tools and principles such as keys in developing trust, gaining funding, delivering value, facilitating common vision, managing conflict, developing effective governance procedures, building off of other’s work, and gaining buy in.
- Real life stories of how culture and politics affected data management programs.

This session is critical to data management professionals - cultural and political factors are often overlooked and they have been proven to be a key to data management success.

Speaker Biography
Len Silverston is an author, consultant, and speaker with over 24 years of experience helping organizations integrate their data and systems. He is the best-selling author of “The Data Model Resource Book” series (John Wiley) which describes over 230 reusable data models and which was rated #12 on the Computer Literacy Best Seller List (many of these “universal data models” are now licensed worldwide by Microsoft). He is the winner of the prestigious 2004 DAMA International Professional Achievement Award and is a DAMA International Executive Board advisor.

W2
Closing the Gaps on Business Rule Projects

Barbara von Halle
Founder
Knowledge Partners Inc.

The biggest gaps in today’s systems development approaches are the missing links from business rules to other traditional deliverables. This workshop presents successful techniques for incorporating business rules (BRs) with other deliverables and approaches. The objectives for the attendee are to:
- Understand how business goals determine the best way to integrate BRs in your projects
- Separating rules from use cases and activity diagrams in a way that positions for growth in rule quantity and complexity
- Practice writing good quality rules with reusable rule pieces
- Understand various rule repository options and how they relate to the organization’s goals and target rule maturity

The attendee will learn a process called STEP ™ to confidently tackle a business rules project. Workshops allow for practice and discussions on:
- Anchoring rules in use cases
- Writing rules in a structured syntax
- Capturing rules through decision tables
- Classifying and naming business terms
- Comparing the management of rules in electronic documents with management of rules in a rule repository

Speaker Biography
Barbara von Halle is the founder of Knowledge Partners Inc (KPI), a leadership company in business rule maturity assessments, scoping, harvesting, and implementation. Barbara received the 1996 outstanding individual achievement award from DAMA International. For over five years, she was the leading contributing editor for Database Programming and Design Magazine. She co-authored the Handbook of Relational Database Design (Addison-Wesley) and Business Rules Applied (2002: John Wiley & Sons). The latter was a finalist for the 2002 Jolt Award from Software Development Magazine.

W3
Data Governance & Data Stewardship Programs: Delivering an Effective One-Two Punch

Robert S. Seiner
President & Principal/Publisher
KIK Consulting/TDAN.com

Data Governance and Data Stewardship programs focus on formalizing and executing accountability for the management of enterprise data. These programs are becoming unavoidable terrain of the data management landscape. External compliance issues and internal audit pressures are requiring companies to become disciplined governing & stewarding of enterprise data assets. This workshop focuses on proven governance and stewardship best practices that have been developed through successful experiences with many notable companies. The tutorial will walk through the components of a successful program, including:
- How to communicate a governance and stewardship program’s value
- How to identify and engage the right stewards at the right time
- How to educate stewards on their roles & responsibilities
- How to involve stewards in QA, issue prevention and conflict resolution
- How to measure progress in terms of business value and acceptability
- How to plan and define next steps for building a successful program

Mr, Seiner’s approach to data stewardship and governance is very practical. This session will be split 50/50 as the two subjects are so tightly related. Data Governance is the “execution of authority for the management of data”. Data Stewardship is the “formalizing of accountability for the management of the data assets”. Typically people have focused more heavily on the stewardship portion but more and more companies are titling their efforts “data governance” and that these efforts fall under a greater umbrella of IT Governance and greater still Corporate Governance.

Speaker Biography
Robert (Bob) S. Seiner is the publisher of The Data Administration Newsletter, LLC – www.TDAN.com - an award winning electronic publication that focuses on sharing information about data, information, content & knowledge management disciplines. He is also the President of KIK Consulting & Educational Services, a consultancy that focuses on transferring data management best practice knowledge through consultative mentoring – a blend of consulting and educational services.

W4
Data Models vs. Process Models, Event Models, Location Models, and Organization Models”

Steve Farrell
Business Analyst
Advanced Strategies, Inc

Yesterday you were a "data modeler", today you are a "business analyst" or an "enterprise architect". You discover facts about your business. You facilitate communication between business experts. You help specify the way the business will work. You provide these specifications to a technical staff (internal or maybe a vendor) that will implement not only databases and applications but perhaps a restructured organization as well. You need a whole bunch of models! Conceptual data models (business object models) are foundational, but when you discover and specify facts about processes, events, locations, and organizations; you need a variety of models to best capture the relevant information. What are the options? What "data" goes where? And what are we really trying to accomplish anyway? Topics include:
- How do data models differ from process models, event models, location models, and organization models?
- When should a data model include processes, events, locations and organizations? And, when not?
- Why should some kinds of process models document data requirements and some not?
- How is an event model used to document data status change (state transition) requirements?
- When should a location model include data requirements.

Real world project examples will be presented from:
- CDC (Centers for Disease Control and Prevention)
- Calvert County Government
- A large construction company

This is not a Zachman framework presentation, but should be of interest to those who are attempting to create business models across all Zachman columns.

Speaker Biography
Steve Farrell has been developing business models non-stop for over 25 years. The first 10 for a major utility company and the last 15 as a consultant with Advanced Strategies, Inc whose clients include government and Fortune 500 type organizations. Rarely a week goes by without making presentations, facilitating JAD sessions and developing business models! He has spoken at local DAMA sessions as well as at past sessions of this Conference.

W5
Human Side of Data Modeling

Alec Sharp
Senior Consultant
Clariteq Systems Consulting Ltd.

One of the most popular presentations at last year’s event in Los Angeles was Alec’s session on “The Human Side of Data Modeling.” Many people suggested that it warranted expansion to a half-day workshop, so here it is! The central message is that, above all, a data model should provide a basis for communication among decision-makers, content experts, users, analysts, and designers. Unfortunately, the communication often gets lost, either in the clouds, in the weeds, or somewhere off to the side. Whether the modeler has drifted too quickly into abstraction and generalization, or has taken the “deep dive for detail,” the result is the same – confused, frustrated, or detached subject matter experts, and therefore, inaccurate models. Experience shows that it doesn't have to be this way - simple techniques, consistently and regularly applied, will go a long way to ensuring involvement, buy-in, and communication. This presentation will describe these techniques such as:
- Why you should skip the "tutorial" on data modeling
- Getting started - choosing between top-down, bottom-up, or sideways-in approaches
- Appealing to all learning styles - visual, auditory, and kinesthetic.
- Guidelines for data model graphics.
- Using workflow modeling and use cases.

Speaker Biography
Alec Sharp has operated a successful consulting and education practice since 1981. His roots are in data management, but his work includes facilitation, business process redesign, application requirements specification, and data management initiatives. He is widely recognized as an expert on the application of model-driven techniques (e.g., workflow modeling, use cases, and data modeling). His book “Workflow Modeling” (co-authored with Patrick McDermott, published by Artech House) is currently the best-selling book in the process modeling arena.

W6
Business Meta Data Strategies

Bonnie ONeil
President
Westridge Consulting

This tutorial describes the importance of business meta data and the benefits it provides to the business if it is managed properly. Business meta data is often neglected even in sophisticated meta data efforts, and this session explains why and what you can do to avoid neglecting it. The tutorial explains the main subject areas that business meta data includes. Practical techniques are presented that enable attendees to create a plan to implement business meta data in their environment.

Other areas covered include:
- The role of lexicons
- Taxonomies and Ontologies
- Business Rules
- Data Quality and Business Meta Data

Speaker Biography
Bonnie O'Neil is an internationally recognized meta data expert. She is a regular speaker at many conferences and is a founding member of the Business Rules Group and the ODTUG Business Rules Summit. She has been involved in data warehousing projects in both Fortune 500 companies and government agencies, and her expertise includes specialized skills such as data quality, profiling, data integration and migration. She is the author of two database books including Oracle Data Warehousing Unleashed, and over 40 articles and technical white papers. She is the only person in the world currently certified by Bill Inmon to teach and certify CIF and GIF Architects (in addition to being one of the original certified GIF Architects herself).

W7
Acquiring, Storing and Using your Meta Data

Doug Stacey
Manager
Allstate Insurance Co.

Effective meta data management is much more than just a matter of identification and collection. The whole point is that people in the organization...users, analysts and developers...actually USE the meta data you're making available to them. Doug and his team at Allstate received the Wilshire Best Practices Award for "Outstanding Data Warehouse Meta Data Implementation." This workshop will provide a case study of how they make meta data work at Allstate, including:

- You must put meta data to work!
- Capturing meta data
- Storage of meta data
- The repository
- Concept of domains
- Mapping examples and tool
- Meta data viewer: A Demo of Allstate's MetaData Viewer tool
- Meta data in action
- Meta data for the warehouse environment
o Meta data generation: what files are generated and their contents
o The process of getting the file into the warehouse environment
o Query demo using meta data
- Meta data to support run-time applications
o The Universal Code Translation table
o Codes deployments
o The UCT Viewer
- Providing value is the key!
- Return on investment - some thoughts/examples for calculating ROI
- Metrics for meta data

Speaker Biography
Doug Stacey has been in the IT industry for over 20 years, primarily in database management. He has published several articles on data related topics and served for four years on the International DB2 Users Group Board of Directors. In 2003 he and his team at Allstae received the Wilshire Award for Meta Data Best Practices.

W8
Introduction to Web Services - What does it mean to the Data Architect?

James Bean
Lead Data Architect
American Express

Web Services is touted as the next greatest thing for collaborative e-business, enterprise integration, and service oriented architectures (SOA). We've read all the articles and heard the quotes, but as Data Architects, do we really have a grasp of our role with these technologies ?

This session will help to demystify Web Services. You'll learn about:

- UDDI, Universal Description Discovery and Integration
- WSDL, Web Services Description Language
- SOAP, Simple Object Access Protocol
- Where XML and XML Schemas play a role
- How this all ties in to the role of the Data Architect and more importantly, "why" the role is critical.

We hear the acronyms and often, they look like alphabet soup. As Data Architects, our role is mission critical when it comes to data and metadata. Web Services introduces important opportunities for us to leverage our skills and experience, and help to facilitate metadata rules, constraints, and data standards. This session will help to resolve the questions and close the gap.

Speaker Biography
James Bean is an Enterprise Data Architect with American Express. Prior to his current role, James founded and operated a consulting organization specializing in all things data and metadata. He is a published author with several books, and numerous magazine articles. James has also been a frequent speaker for conferences, seminars, and professional organizations. He is recognized for his experience with data architecture, data modeling, data standards, and XML.

W9
Why and How to Use Dublin Core for Enterprise-Wide Metadata Applications

Ron Daniel
Principal
Taxonomy Strategies

Dublin Core is the nickname for an ISO standard (ISO 15836) that specifies a small set of 15 resource descriptors that almost anyone can understand. It has become the de-facto standard for descriptive metadata to identify document-like resources so that they can be found and re-used later on shared storage drives, corporate intranets and portals, or formal repositories to support specific business purposes.

This workshop, drawing on recent surveys of the ways in which Dublin Core metadata is being used in corporate environments, will focus on the value propositions, business processes, and technologies related to implementing enterprise-wide metadata standards for applications. You will learn:

How to ask and answer enterprise-wide metadata ROI questions like:
- What is the value proposition for adding metadata to content? Does metadata make content reusable? Findable? Improve productivity? How can metadata value be measured in a way that quantifies how it contributes to the bottom line?

How to ask and answer business process questions like:
- How is Dublin Core tagging being done on content to expose metadata to portals, search engines, and other metadata-aware applications?

How to ask and answer technology questions like:
- Do supportable tools exist to use Dublin Core and other metadata standards in enterprise information management products?

Speaker Biography
Joseph Busch is a Past President of the American Society for Information Science and Technology and a member of the Board of Directors of the Dublin Core Metadata Initiative. He was a principal of the start-up company Metacode that was sold to Interwoven.

Ron Klein is an expert on XML industry standards and an active member of the XML and metadata standardization communities. He has chaired the PRISM working group, has been a member of the RDF working groups, and has co-edited numerous specifications including PRISM, XPointer, three IETF RFCs, and the first two Dublin Core reports.

W10
Databases Demystified: A Conceptual Framework for Comparing and Contrasting:
* Operational vs. Analytic Systems
* Relational vs. Dimensional Modeling
Wayne Little
Sr. Data Architect
Cutting Edge Computer Consulting

This workshop compares and contrasts:
* Operational (OLTP) vs. Informational (Analytical, DW, DM) Systems
* Relational vs. Dimensional Modeling
* What, why where and how are they different? ... the same?
* What, why, where and how are they / should they be used?

The workshop, which has been received enthusiastically at DAMA chapter presentations, includes:
* A brief tour of the historical and theoretical underpinnings of:
- Relational Data Bases
- Entity-Relationship (ER) Modeling
* An overview and synthesis of the 2 major Dimensional Modeling camps
- Inmon vs. Kimball
- Bill Inmon's Corporative Information Factory Components
- Data Warehouses (DW) and Data Marts
* A real-life case study - When Two Worlds Collide
- Untangling conflicting requirements
- Accommodating operational AND analytical requirements in a dimensional design

The presentation was born out of grappling with the key differences and appropriate application of relational vs. dimensional modeling and transactional vs. analytical systems, and is an educational talk aimed at having the "light go on" for the audience.

Speaker Biography
Wayne Little is a Senior Data Architect, Data Modeler and Oracle Developer, currently working as an independent consultant. Through an IT career of almost 25 years, he has worked in analysis and design, programming, data architecture, data base administration, system management, consulting and education roles. He teaches Data Base Design and Development courses as a practitioner faculty member of University of Phoenix. Client engagements in the past several years have included Menlo Worldwide Logistics, Flight Dynamics, Egghead Inc., Banfield Pet Hospital, and Intel.

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