DAMA INTERNATIONAL SYMPOSIUM & WILSHIRE META-DATA CONFERENCE
April 27-May 1, 2003 - Renaissance Hotel, Orlando, Florida
TUESDAY CONFERENCE SESSIONS
Last updated December 26, 2002. Subject to change.


So, Management has decided to buy a Vendor Package...

Vickie Johnston
Data Analyst
United Parcel Service


This session will provide the audience with real world lessons learned from United Parcel Service on how to handle data requirements with Vendor Package Acquisition/Sub-Contract Management. The speaker will share practices that can be applied at any organization, including:

  • Project Management Tools for the trip home
  • Standard Work Breakdown Structure (WBS)/Task & Deliverables/Milestones for 2 types of Vendor Projects
  • Estimation Techniques
  • Standard RFP Items for Data and Meta Data Including acceptance criteria and priority weighting
  • Introduction to UPS culture.
    - How project management is handled at UPS
    - CMM - Capability Maturity Model - Carnegie Mellon University Software Engineering Institute
  • Data and Project Management for any Organization
    - In-House Development
    - Vendor Packages
    - Custom built by a Third Party
    - Off the shelf
    - Hybrid
  • Lessons Learned with Vendor Packages
    - Good, Bad & the Ugly

    - Internal Communication/Inter Group Coordination - Affected Groups
    - RFP - Request for Purchase Requirements/RFI - Request for Information
    - Function/Business Requirements vs. Data Requirements
    - Requirements Management & Acceptance Criteria
    - Contract Approach
    - Terminology - Same word, Different Definition
    - Meta Data & Data Naming Standards
    - Legacy Data Clean–up & Data Mapping
    - CASE Tools
    - Referential Integrity
  • Have you thought about:
    - Deployment Strategy
    - Interfaces
    - Temporary & Permanent
    - ETL - Extract Transform & Load Tools
    - Business Intelligence/Reporting
    - Historical Data
    - Obsolescence
    - Other Affected Groups

Vickie Johnston: I am a Data Administration Analyst with United Parcel Service (UPS). I have worked with Vendor Packages at UPS for over 12 years. I have functioned as a Business Operator, Systems Integrator, Application Developer, and Data Designer. This experience has involved customized, off the shelf and hybrid vendor packages. I am currently working on a international airline project to implement a vendor package that will replace 10 legacy applications, produce over 36,000 obsolete data elements and create 21 interfaces. -At UPS, I have been presenting project management techniques for vendor package for the last year. I have also been mentoring project teams and data designers on vendor packages.


Objects and Entities - Understanding Two Worlds.

Jim Goetsch
Data Architect
Schneider National, Inc.


Are you tired of speaking to alien developers about their Class (f.k.a. object) models? Well, prepare yourselves for a discussion about Class and Data models -- their purposes, similarities, and differences. Then focus on the areas where Data Analysts struggle in capturing and defining the information requirements given the fact that DAs are trying to live in two worlds.

Attendees will learn how to work with Object Models and their developers. They will understand how to read the different types of class associations and be better able to extract information out of the models as well as question them for clarity. Discussion will also center on object id's vs. intelligent keys. Discussion will conclude with the discussion when in the software development process one should create class, logical, and physical models. This last area focuses on the affects of defining the "what" before the "how" or vice versa.

Jim Goetsch has been focusing on information management for the last 10 of his 18 years in Information Services. Presently, Jim is the Data Architect for Schneider National, Inc. in Green Bay, Wisconsin and an Adjunct Professor at Saint Norbert College in De Pere, Wisconsin. Jim spends much of his time helping his company utilize both Data and Class Models.
He has a Bachelor of Science in Computer Science and Engineering from the Milwaukee School of Engineering and a Masters in Business Administration from Cardinal Stritch University. Jim has spoken at the DAMA Conference in 2002 on the Data Analysts role in Object Development and Design.


Managing a Data Services Organization

Rolfe Jaremus
Senior Manager - Data Services
Trans Union, LLC


This presentation will discuss how Transunion (a private, but very large data) Corporation manages its database group where traditional data resource management practices are a key to our success. This presentation will discuss how we organized ourselves, and how our mission and vision have driven our success. Will discuss tips and techniques that were developed to continue selling our success and continuity as an important team at Transunion.

- Data Resource Management organizational principles, procedures, practices and standards
- Issues affecting central support teams
- Proving the worth of DRM. Keeping goals alive and visible
- Allignment with organizational principles
- Marketing and selling is not optional

Rolfe Jaremus is the Senior Manager of the 22 member Data Services Group at Transunion, LLC. Rolfe has been a data processing professional for 25 years, the past 15 within the data management ranks. He brought relational technology to Tranunion 10 years ago and set up the Data Services organization. He has been working for TU for 13 years. Transunion, LLC. is one of the 3 major credit reporting companies with some of the largest operational databases in the world.


Deriving Business Value from Enterprise Metadata Management

Todd Moore
Project Manager - Metadata Management
Royal Bank of Canada


The Enterprise Metadata Repository provides: an inventory of the Royal Bank of Canada’s (RBC) information assets; a documentation facility for RBC applications; the capability for impact analysis; and a map for data movement. Deployed in 1993 the repository provides value to both business and technical users via a customized web interface. Implemented as a general-purpose metadata management tool it has been significantly extended to meet specific and unique metadata requirements within RBC. The repository’s use has grown significantly in recent years and has become ingrained into work processes at the bank.

The presentation will describe the enterprise metadata repository implementation at RBC Royal Bank. It will show how the Metadata Management as a component of the Data Management initiative provides value to RBC. The objective of the presentation is to show the audience the importance of metadata and how RBC was able to successfully implement its metadata repository.

  • The importance of metadata
  • History of the repository at RBC
  • The types of metadata captured at RBC
  • Metadata Management as a part of Data Management
  • Metadata for the enterprise
  • Metadata Management for the Data Warehouse
  • Future Metadata initiatives
  • Web access to the repository with a demonstration of the RBC web site

Todd Moore is the Project Manager for the Metadata Management team at the Royal Bank of Canada. He has been working with bank's Enterprise Metadata Repository for the past 6 years. During that time he has been involved with the team that has brought the repository from an underutilized application to being a world leader in repository implementations. Prior to his tenure at the Royal Bank, Todd has a number of years of experience as an application developer in repository based and non-repository based development environments.


Web Services in Context

Dave McComb
President
Semantic Arts

Simon Hoare
Director
Semantic Arts


Web Services are popping up like toadstools after a rainstorm. What are they? Why are they suddenly so popular? Will they live up to their promise of universal interoperability? Are they edible?

This session will start with demonstrations of web services in different contexts, to make sure everyone understands their potential application. From there we will explain the alphabet soup of acronyms that have emerged with Web Service. We will deal with strategies and tradeoffs in applying Web Services to a variety of enterprise issues:

  • Internal Systems Integration -- how Web Services can drastically lower your cost of integrating existing systems, and allow you maintain a mixture of platforms and languages.
  • Partner Integration -- how Web Services play in the B2B environment
  • Enhanced Browsing --how Web Services can be used through your web server, or through an enhanced client to greatly enhance end user browsing experience.

Attendees will come away with an understanding of what Web Services are, how they are likely to fit into their application architecture and some of the key issues that must be dealt with as they are implemented.

Dave McComb, President of Semantic Arts, has been designing and managing enterprise integration projects for 26 years, 13 with Andersen Consulting and 13 independently. He was the project manager and lead designer of the “Organic Architecture” at Velocity.com, which was perhaps the first completely meta level application architecture. McComb is the lead inventor on three software patents, has written and spoken widely and is currently working on a book on Semantics.

Simon Hoare, Director, Semantic Arts, is an enterprise architecture at the implementation level, and has been for 10 Years. He was the lead architect for the server side portion of the Organic Architecture at Velocity. He has considerable experience with Object Oriented Databases, query implementation and software portability. He is co-inventor on two software patents, and certified as a Web Methods developer.


XML: The Data Management Enabler

Evan Levy
Partner
Baseline Consulting


The emergence of XML as a significant technology standard has prompted several myths: that XML is only for Internet applications; it only applies to B2B; and that it's just another computer language.

In this presentation, Evan Levy will debunk the myths surrounding XML and explain its various uses in data management. He will define XML and explain how commercial companies are using it to establish data standards, as well as how companies are leveraging XML technology to improve metadata, data transformation, and integration practices. He will walk through actual case studies in which XML has delivered significant data administration improvements.

  • XML Defined
  • XML: Overview of features, the functions, and the benefits:
    - for Metadata
    - for Data administration
    - for Data profiling
  • The problems XML solves-and why they were tricky beforehand!
  • XML and the Data Warehouse:
    - Determining when and how to use XML
    - XML and metadata-what you need to know now
    - Queries Leveraging Metadata w/ XML
  • Case Studies
    - XML and a telco company's data warehouse
    - XML and real-time data at a bank
    - Case Study: XML and CRM-A match made in heaven

Evan Levy is EVP and co-founder of Baseline Consulting Group, a specialty firm delivering management consulting and technology implementation services in the areas of data warehousing, business intelligence, and Customer Relationship Management. Baseline’s clients range across industries and geographies, and include hallmarks such as Boeing, Toyota, Verizon, and state and federal government agencies. Evan has spent his career leading both practitioners and executives at companies around the globe in delivering a range of IT solutions, from software product development to industry-focused strategic consulting engagements to entrepreneurial leadership sessions. In addition to running Baseline’s largest practice, he oversees high-profile system integration projects for key clients. Evan has spoken about his range of customer delivery experiences at key industry and technology conferences, including DCI’s Data Warehousing Conference, the MkIS User Forum, The Data Warehousing Institute, and for vendors such as Compaq, Oracle, IBM, and Teradata. He spends much of his time advising software vendors in the areas of product planning and functional design and continues to counsel major companies in the use of applying advanced technologies to key business initiatives.Mr. Levy graduated with degrees in Electrical Engineering and Computer Science from Duke University. He serves as a Mentor for the YMCA, where he sponsors high school youth to attend the organization’s Leadership Conference each summer in the Blue Ridge Mountains.


Essential Database Design Patterns

Joe Oates
BI Chief Architect
Sybase, Inc.


Most organizations are interested in developing software more quickly, with higher quality, with reduced total ownership costs. Probably the best solution is to use database design problems. The reason for this statement is that it is much less expensive and time consuming, as well as having much less impact to critical business systems, to redesign and re-implement a block of code than it is to redesign your database structure. A database design pattern is a solution to a problem that occurs routinely. A really good pattern will work for all cases all the time.

This presentation discusses a small number of design patterns that can have an enormous positive impact on schedules and costs. Additionally, it shows the only practical way to have a “single view” of a customer for an enterprise.

  • How to think beyond the present problem
  • Thinking beyond a single system implementation
  • How to build reusable data structures

Joe Oates is an internationally known speaker, author and consultant on data warehousing with more than 30 years experience in successful management and technical development of business, real-time and data warehouse applications. He’s designed or helped design and implement more than 30 successful data warehouse projects in North America, South America, Europe and Asia/Pacific. Joe is the Chief Architect for Sybase BI Division and is the primary designer of the Sybase Industry Warehouse Studio, installed all over the world. He served as Director of Data Warehousing for General Motors Corporation. He is featured each month on DMReview.com “Ask the Experts”.


Data Ownership, Governance and Stewardship in a Multinational Company
One size does not fit all

Larry Dziedzic
Senior Information Management Architect
Johnson & Johnson

Ron Lemezis
Senior Information Architect
Johnson & Johnson


This session will look at the variety of ways that stewardship; ownership and governance exist in a multinational environment. It will also focus on the processes and methods that are:

  • Being developed to identify and document those activities that “naturally” occur everyday.
  • Being implemented in different Operating Companies to improve and/or enhance those activities that have already been identified.

It will speak to what has or hasn’t worked and some of the reasons why a formal process has been difficult to develop or implement. It will look at the activities that already are underway and how they are progressing. It will review the procedures, templates and tools in place to capture and present information. Finally, we will talk about current and future methods of publishing and updating all the information captured.


Larry Dziedzic: As Senior Information Management Architect for Johnson & Johnson, Larry is responsible for supporting global data standardization, as well as consulting on process and modeling standards for the worldwide Consumer group. This includes supporting data standardization of global ERP applications, defining data stewardship functions and interfacing with the worldwide Pharmaceutical and Medical Devices and Diagnostic groups. Larry is a Past President of Data Management Association (DAMA) in New Jersey USA, and is VP of Operations for DAMA International. Larry has presented papers at both DAMA International and DAMA US events, and also at the Enterprise Data Management Conference in Sydney, Australia. A former adjunct college instructor, Larry often guest lectures to information systems classes at the university level.

Ron Lemezis is a Senior Information Architect at Johnson & Johnson in the Information Management Data Architecture (IMDA) group. He has spent over 22 years working at J&J and its affiliates having held positions in programming, systems analysis, security, database administration, data administration, system development methodology and Information Architecture. For the last six years, Ron has been working at the J&J World-wide Headquarters in New Brunswick, New Jersey focusing on enterprise, regional, and franchise data standards in support of the Medical Devices and Diagnostics (MD&D) Group Operating Companies.



Metamodels for ER, ORM and UML: a Critical Review

Terry Halpin
VP, Conceptual Modeling
North Face Learning, Inc.


This presentation critically reviews metamodels for four popular data modeling notations: Information Engineering Entity Relationship diagrams; Barker Entity Relationship diagrams; Object Role Modeling conceptual schema diagrams; and Unified Modeling Language class diagrams. Each of these notations is used in industry to specify database models at a high level. In addition to clarifying the fundamental commonalities and differences between these approaches, the metamodel analysis highlights the pros and cons of each methodology, and discusses practical issues that arise in using these notations to capture business rules (e.g. benefits of constraints on derived associations, and the impact of orthogonality on language transparency).

The presentation provides practical guidance for understanding and utilizing:

  • Metamodels for popular versions of ER and ORM
  • Metamodel of UML class diagrams (updated to latest work on UML 2.0)
  • Constraints on derived associations (including controlled denormalization)
  • Pros and cons of various choices for semantic and syntactic language primitives
  • Guidelines for adapting/extending/harmonizing existing modeling approach

Dr. Terry Halpin, BSc, DipEd, BA, MLitStud, PhD, is Vice President, Conceptual Modeling, at North Face Learning Inc. After many years in academia, he worked on data modeling technology at Asymetrix Corporation, InfoModelers Inc., Visio Corporation, and Microsoft Corporation, before returning to academia to develop data models and curricula to facilitate application development using a business rules approach to informatics. His research focuses on conceptual modeling and conceptual query technology. His doctoral thesis formalized Object-Role Modeling (ORM/NIAM), and his publications include over 100 technical papers, and four books, including Information Modeling and Relational Databases (2001: Morgan Kaufmann).


Knowing our Customers: Initiating Customer Rule Management at AT&T

Frank Cunningham
District Manager - Customer Data Integrity
AT&T - Consume
r


Understanding the importance of providing consistent and complete end-to-end servicing of each and every customer, and high quality, integrated customer information for marketing and analysis purposes, AT&T Consumer Services formed a Customer Data Integrity Division to facilitate the integration and sharing of high quality data and business rules with regard to customers, across the entire "Learn, Buy, Get, Use, Pay, and Service" life cycle of the customer. The challenge was to collect, synthesize and make available for key new projects, not just consistent data but also the business rules, to expedite the analysis process and to ensure consistent implementation and maintenance of these rules across the customer life cycle.

This involved the definition and incrementally planned implementation of a rules management repository and process at the corporate level, across applications. This presentation will share an overview of how the project originated and was executed, and the successes and lessons learned that AT&T Consumer Services gathered in the process.

  • What it takes to successfully initiate and execute a rules management effort at the corporate level
  • How rules management and a rules repository can be incrementally implemented at this level while adding business value
  • Lessons learned: do’s and don’ts

Frank Cunningham has over 20 years experience in IT, specifically in telecommunications. During much of that time, he has been responsible for management of data requirements and customer data strategy. Over the past four years, he has introduced the concept of business rules and facilitated establishment and maintenance processes across the various Long Distance and Local business functions.


Meta-Data: It’s Not Just About Data Anymore

Robert Seiner
Publisher, TDAN.com
Principal, KIK Consulting


Meta-Data is commonly referred to as “data about data”. This is true but this doesn’t tell … “the rest of the story”. Meta-data has become the backbone of the management of all corporate information assets. Mr. Seiner will begin the presentation by introducing a practitioner’s view of a data management meta-model that has demonstrated success at several companies and will evolve and expand the meta-model during the course of the presentation to include specific meta-data that relates to business intelligence, stewardship and governance, content management, and knowledge management.

Attendees can expect to be challenged to expand their meta-data scope beyond the walls of data management and engage their management in discussions on how meta-data can provide the basis for management of all information assets. Attendees will participate in the development of an expanded view of meta-data that solidifies the data manager’s role and visibility in activities that are vital to their company’s success.

  • the impact an effective meta-data strategy has on building and deploying strong data management practices
  • the business information required to provide successful business intelligence solutions
  • the significant role meta-data plays in successful data stewardship and data governance implementations
  • the importance of meta-data management in successful content management solutions
  • how knowledge management efforts will fail without a well-thought out meta-data strategy.

Robert (Bob) S. Seiner is the owner and principal of KIK Consulting Services. Mr. Seiner is recognized in the IT industry for his depth of knowledge and involvement in the field of business intelligence, knowledge/content management, stewardship & governance, metadata management, data warehousing and data management. Mr. Seiner is the publisher of an internationally recognized internet publication focused on the management of knowledge, information and data as valued corporate assets. The Data Administration Newsletter (TDAN.com) attracts close to forty thousand visitors every month, and is a reputable and non-biased on-line source for information about the knowledge management and data management industries.


Business Intelligence: From Theory to Reality

Shaku Atre
President
Atre Group


BI is neither a product nor a system. Instead, it is an architecture and a collection of integrated operational systems. Prior to the world of BI it was thought that all processing should occur in a single database. But the result of the single database approach was a spider’s web of applications. The spider’s web of applications had many deficiencies – no integration of data, no historical data, data that was difficult to access. When the frustration with environment became large enough, the data warehouse concept was borne.

Data warehousing cleared the way for a whole new class of processing – BI. BI is fundamentally different from operational transaction processing. This seminar covers all the advances that have been made and the opportunities presented to the corporations through the advent of BI. These advances in BI allow BI to go from Theory to Reality.

  • Information value
  • BI decision-support applications and databases
  • Where and how to start with BI?
  • Major components of BI application development
  • Data cleanliness
  • Meta data repository analysis, design and development
  • ETL design and development
  • Data mining
  • BI application development and implementation
  • Entry & Exit Criteria and Deliverables Matrix
  • Activity Dependency Matrix
  • Practical Guidelines Matrix: Dos and Don’ts, Tips, Rules of Thumb
  • Post implementation review

Ms. Atre is president of Atre Group, Inc., Santa Cruz, CA, a Business Intelligence and a Database/Data Warehousing Corporation. She is also president of a leading consulting, training and publishing company, Atre Associates, Inc. based in New York, NY. Before heading her present companies, Ms. Atre was a partner with Price Waterhouse Coopers. She also has fourteen years of experience in different fields with IBM and has held a wide variety of management and staff positions within IBM. Ms. Atre is an internationally renowned expert and she lectures in the business intelligence, data warehousing, data mining, client/server computing, end-user computing, and database fields. She has extensive practical experience in database projects, has helped a number of clients in establishing successful data warehousing , client/server installations, and has taught at IBM’s prestigious Systems Research Institute. She has lectured on the subject to professional organizations in the USA, Canada as well as in Europe, Asia, South America, and Australia. She has taught graduate level courses at New York University, and Iona College. Ms. Atre is frequently quoted in Computerworld, Information Week, eWeek and other influential computer trade publications. She is a syndicated columnist for a number of computer related webzines. She conducts Web-based Chat sessions with www.searchdatabase.com on a regular basis. She has written an award-winning outstanding book on database management systems that has become a classic on the subject: Data Base: Structured Techniques for Design, Performance and Management, published by John Wiley and Sons, New York. The book has sold over 150,000 copies (with its Spanish and Russian translations) and has been selected by several book clubs and leading universities including Harvard, Columbia, Cornell, MIT, New York University, Stanford and U.C. Berkeley. Her book, Information Center: Strategies and Case Studies is also very well received by the industry. Data Base Management Systems is another successful book authored by Shaku Atre. Distributed Databases, Cooperative Processing, & Networking was published by McGraw-Hill. Her book Atre’s Road Map for Data Warehouse/Data Mart Implementation was published by InfoEdge/Gartner Group. She is co-authoring a book on “Business Intelligence Roadmap: The Complete Project Lifecycle for Decision Support Applications” to be published in February , 2003 by Addison Wesley. Her articles are available on the web at www.atre.com.Shaku Atre has a master’s degree in Statistics from University of Poona,India Summa Cum Laude and has done research at the University of Heidelberg, West Germany in Applied Mathematics.


PANEL: New Approaches to Customer Data Integration

Ulka Rodgers (Moderator)
eTransitions, Inc.

Chandos Quill
Vice President, Strategic Marketing
Experian

Jeff Canter
Vice President of Operations
Innovative Systems, Inc.


Customer data integration is one of the top priorities of marketing and sales organizations today. In this session we examine two different approaches from two leaders in the field.

Referenced-Based Integration
Integrating customer data is, by nature, a reference process. Knowing whether data is accurate or not requires a picture of reality to which data cleansers and integrators can compare records. This presentation details new reference-based data integration methods to achieve dramatically better results - methods that go beyond mere matching formulas to compare customer data to historical customer reference repositories.

Data Synchronization
Data integration projects are complex and challenging. Customer data integration projects are even more complex and challenging because they usually support multiple business units, each with different requirements for defining "customer." The departments’ competing definitions and different business objectives often undermine the success of the traditional customer data integration project. Data Synchronization provides a new approach to customer data integration. Jeff Canter will identify and explain the critical success factors for creating a sharable, enterprise customer profile that can easily be segmented into "purpose-driven" views to support the different requirements of departments and applications across the enterprise.

Chandos Quill is vice president, strategic marketing for Experian Database Solutions. Chandos is responsible for high-level strategy pertaining to product development, product management and the marketing of client solutions that include customer data integration, business intelligence and hosted database management. Prior to joining Experian, Chandos was responsible for product management of Toshiba’s business-to-business notebook computer line where she launched an industry leading build-to-order notebook computer.

R. Jeffrey Canter is executive vice president of operations at Innovative Systems, Inc. In this capacity, Canter oversees research and development, client service, product maintenance and support. Over the course of his 13-year career with Innovative, Canter has applied his business and technical expertise to the successful development of customer information projects for clients in a variety of industries. Prior to his current position, he served as senior consultant and director of R&D for the company. Canter is a frequent speaker on the technology challenges and business benefits associated with data management, data quality, data integration and customer relationship management. Canter regularly contributes articles on these topics to technology publications, such as DB2, The Journal of Data Warehousing, CRM Magazine, and others.


XML Tools Explained and Demonstrated

Peter Aiken (Moderator)
Founding Director
Institute for Data Research


Steve Hamby, IT Architect, Software AG

Denise Draper
Chief Technology Officer
Nimble Technology


Srinivas Pandrangi
Architect
Ipedo

 

One of the requests we received from the attendees of last year's conference was that they would like to see some XML tool demonstrations, so as to better understand the functionality and maturity of the toolsets on the market. This session brings together three of the leading XML vendors -- Software AG, Nimble Technology and Ipedo -- to show three different XML tools for data management. The product categories are database management systems, query tools and integration tools.

Each vendor will explain the functionality of a tool from one category, and demonstrate their implementation. Ample time has been allocated for questions, and because of the panel format you will have the opportunity to quiz the vendors on how their approaches differ from each other.

Product categories which will be presented and discussed will be:
- XML Servers
- Enterprise Information Integration (EII) tools
- Information Hubs

Please note: Wilshire Conferences and DAMA are vendor-neutral, and do not endorse these or any other products. Produt demonstrations are included in this session for educational purposes and to demonstrate general tool functionality, and not to advertise or promote the sale of products or services.


Get "Focused" Before Data Modeling

Steve Farrell
Senior Business Analyst
Advanced Strategies, Inc.


Everyone knows that "scope" plays a huge factor in a data modeling effort. However scope is just one of several related constraining factors that are crucial for success. Together they add up to a total "focus" statement that will provide guidance to the modeling effort. These factors include:

  • Scope - including beginning and ending events and other items
  • Perspectives - points of view that must be reflected in the model
  • Depth - distinguishing between framing models and full detail models
  • Universality - how generic a solution is desired
  • Deployment - where the solution will be implemented
  • Time Frame - how long the model is expected to be stable and extensible
  • Scope of Integration - touch points at the edge of scope that might require integration

If these focus questions are not answered at the start of a modeling effort, a tremendous amount of time and energy can be wasted. Unfortunately, this is all too common. Attendees will get a practical, easy to use, template that has been developed and tested in over 15 years of data modeling projects.

Steve Farrell has been developing business object/data models for almost 20 years, and is the master data analyst for Advanced Strategies, Inc. He has developed conceptual data models in most major industries and governmental agencies. He's a pretty good speaker too!


Enhancing Information Quality Management Practices at HUD

Andres Perez
Consultant
IRM Consulting, Ltd. Co.


HUD is taking a new approach to increase the effectiveness of its Information Quality Function. HUD realized that one of their most important assets is the information they use to apply their funds to help their communities. The nonquality of this information has caused severe issues to their operation due to the stove-piped, industrial-age approach used by the Department in acquiring, maintaining, storing and applying information, calling for fundamental change. This change requires a new paradigm; one that is best suited for the information-age. TIQM™ offers such approach. Most government and state organizations are arriving to similar conclusions. This session presents lessons learned in achieving this new level of Information Quality.

There is new excitement in the implementation of the approach that will:

  • Move the Department from a reactive, data correction approach to a proactive information quality improvement approach based on continuous process improvement
  • Change their current environment of no-accountability for information quality to one of management accountability
  • Move from a system focus to a process focus

Andres Perez is an Advanced Practices Consultant with Information Impact International, specializing in information resource management and data architecture, information quality management, data repository and meta data management, requirements management, and data modeling. He has applied TIQM™ information quality principles to help clients with information management, data architecture and data warehouse, management processes, and technical architectural direction. He conceived and implemented an information stewardship program called “Data Certification.” Andres is a regular speaker at DAMA International, Information Quality, ZIFA, IAA Customer Conferences in the US and Europe and DAMA Chapter Conferences. Andres provides consulting in methodologies and tools in the disciplines of Information Quality Management (TIQM™), Data Warehouse, Business Intelligence, and Customer Relationship Management.


Master Reference Data: A Real-Time Data Architecture for Today's Enterprise

Martin Dunn
CEO
Delos Technology


Master Reference Data (MRD) categorizes data within a database and relates that data to the real-world beyond the boundaries of the enterprise. MRD spans complex, volatile data, spread such as customer, product and supplier to relatively static data like state or currency tables that is spread across multiple and disparate data sources within an organization. There are five key properties of MRD that define both the challenge and the scope of managing this information. Many of the shortcomings of today's CRM, DataWarehouse and Enterprise Integration Projects are directly linked to ineffective management of MRD.

This session will use real-world examples to:

  • Describe the five defining characteristics of MRD
  • Define the scope of managing MRD
  • Define an effective, practical architecture for managing MRD


Martin Dunn
brings 15 years of DataWarehouse, OLAP and Repository experience to his role as CEO & Co-Founder of Delos. Martin spearheaded the creation of the distribution business for Platinum Technology, helping to establish Platinum as a leading software supplier. As regional manager for their professional services group, Martin established the Information Delivery Division, focusing on DataWarehouse, repository and decision support solutions for FT100 companies. Prior to 1992, Martin worked in the United Kingdom as a database consultant to FT100 companies. As a regular guest speaker at business conferences, Martin has also lectured for the largest MBA program in South Africa


Enterprise Information Management:
A Solutions Approach for Blockbuster Video And JPMorganChase

Marc Abramson
Senior Meta-Data Architect
JP Morgan Chase

The key to any organizations success is the ability to understand its customer’s needs. The core of this understanding is the collection of information that identifies customer’s behaviors and habits. The way this information is collected and interpreted is central to making the enterprise successful in all future endeavors. Whether you are a video rental giant or a massive financial institution, the challenges are quite similar. How do we manage enterprise data and transform it into meaningful information for making sound business decisions? The answer to this question is one that involves an integrated approach. It involves understanding the full scope of data capture, storage, management and presentation. With a hands on approach, Mark will outline some of the challenges facing these two industry giants and some of the solutions used to address these challenges. We will see the contrast of how a video giant attacks enterprise information management with its 8000 stores worldwide and more than 5 terabytes of enterprise data, collectively. Mark will uncover some of the details encountered while building the architecture for the video giants CRM solution and enterprise data warehouse. The discussion will illuminate some of the best practices followed during this project and how the enterprise team used industry standard tools to achieve its objectives. The information management effort will focus on understanding the enterprise data and a realization that meta data management is of paramount importance when developing a solution of this magnitude. By contrast, Mark will also highlight some of the same challenges facing the financial giant JPMorganChase. The focus will be on demonstrating a best practices approach and a solution that is industry standard. The solutions approach identified here again, underscores, the implicit need for a sound meta data management strategy and solution. The meta data strategy and solution identified for this industry giant is quite similar to other industries. It is defined by a common thread of knowledge, which is being captured and displayed in the meta data repository.


Marc Abramson: A
s a developer and later IT Director specializing in application development and decision support project management over the past 15 years, Marc Abramson has extensive experience in IT project management, strategic enterprise application planning, and emerging technologies such as XML, Web-services, meta data management and Java. Currently as Director of Decision Support Engineering for Blockbuster Video, Mark is the chief architect for Blockbuster’s global meta data management strategy for their enterprise data warehouse and CRM systems.


Business Performance Management: The Future of Analytics?

Seth Grimes
President & Principal Consultant
Alta Plana Corporation


In a maturing Business Intelligence market, leading vendors have set their sights on a new target, Business Performance Management. Some are claiming to meet major BPM analytical needs -- definition and evaluation of key performance indicators and creation of "actionable," business strategies -- through application of popular methodologies like Six-Sigma and Balanced Scorecard and via dashboard-style interfaces. Others have focused additionally on creating new, process- and activity-based enterprise views.

The presentation will analyze BPM definitions and approaches to discern if and where BPM analytics go beyond a mere repackaging of BI tools. Is it really possible to build "closed-loop," strategic analytical systems, or have the marketers created a new product category with little new substance? What value do process- and activity-based models add? And is there still life in traditional BI approaches? Answers to these questions will help attendees develop viable BPM analytics strategies for their organizations.

Seth Grimes is Founder and President of Alta Plana Corporation, a consultancy specializing in large-scale analytical computing systems, and is a Contributing Editor and decision-support columnist of CMP's Intelligent Enterprise magazine. Mr. Grimes is expert in management and analysis of demographic, economic, and financial statistics and in information systems architectures, design, and development. He has built databases and Internet systems for leading governmental and private organizations. Mr. Grimes has created technology strategies and analyses covering application of analytical tools in customer relationship management (CRM), marketing automation, supply-chain management, time-series management & analysis, and Web data dissemination.


XML Data Architecture – A Introductory Roadmap for Establishing an XML Data Architecture

Brian Magick
XML Data Architect
Hewlett Packard


Adoption of XML in the Data community has been slow as the number of XML technologies, specifications, and standards are common sources of confusion. Little has been written to offer Data Management professionals a roadmap suggesting actions and steps to incorporate XML standards and architecture into established Data Management practices. The Data Management community is in need of a practical guide to “jump-start” support of an XML Data Architecture program within their organizations. This presentation aims to focus Data Management professionals on the aspects of XML that will help move XML adoption in the right direction, focusing on the data.

Attendees will learn some basics of XML such as its purpose and design goals, and will learn about a few XML myths that are simply not true. XML Schema and DTD, the core of an XML Data Architecture will be defined with limitations of the DTD communicated and the concepts of well-formed versus valid XML presented. The concept of “what is an XML Data Architecture” will be presented and a common XML validation framework will be stepped through. A further in-depth look at the XML Schema will be presented suggesting that the Schema is a data model, contract, and a data dictionary. Guidelines for the data practitioner suggesting the steps they should take to incorporate XML into their data management practices/enterprise architecture will be given and core components of the XML Data Architecture such as standards, repositories, and training initiatives will be explained. Time permitting, XML databases and other XML data related technologies will be looked at.

Brian Magick serves HP as the Enterprise XML Data Architect. New to XML upon his arrival at then Compaq Computer Corp, Brian studied and researched XML with a data architecture focus and within six months had instituted the XML Data Architecture sub-domain of Compaq’s Enterprise Architecture. Brian has represented HP by presenting XML Data Architecture concepts to DAMA and plans other speaking engagements in the future. In addition to his enterprise architecture, data architecture, and xml work, Brian serves as a web developer both at work and in his spare time, having launched a successful e-commerce sports site.


Raising the Quality Bar in Database Administration

April Reeve
Data Architect
Wyeth Consumer Healthcare


How does a database administration manager implement a controlled DBA function for a new or, even harder, less controlled organization? For a new organization the problem is easier, because we can deal with the issues in a life cycle order, starting with development or software assessment. For development we can use ideas from software process improvement methodologies plus deal with particular issues for database administration and, of course, deal with issues concerning packaged software implementation and development tool metadata. For an existing organization we frequently first have to deal with a chaotic and stressful production situation.

Raising the maturity level, or service quality, or control levels of an organization is not achieved overnight. It is not an activity that can be done in isolation but requires the involvement of the application development teams, the data center and server support staff, and sometimes even the end users. It will not happen without a sustained effort to make it so. Yet, leaving a database administration capability uncontrolled will only result in miserable DBAs, unhappy developers, and untrusting users.

  • Improving processes for production support
  • Improving processes for development
  • Improving processes for packaged software implementation
  • Improving processes for metadata (code) management
  • Managing expectations
  • Selling database administration process improvement

April Reeve has spent most of her information technology career alternating between application/data architecture assignments and new technology implementation project management. Currently she manages the Data Architecture for Wyeth Consumer Healthcare, a division of a pharmaceutical firm. Her responsibilities include database administration, data modeling, and strategic planning for data in the organization.


Data Modeling Panel: "Have Things Really Changed?"

Davida Berger
(moderator)
Scott Ambler Terry Halpin
Len Silverston Dave Hay Graham Witt Terry Quatrani

In many organizations, the role of the traditional data modeler has changed..Data modelers have been required to learn more skills and in some organizations take on new roles. This panel of modeling experts will address the changes in the role of today's data modeler and provide advice to help today's data modeler adjust to this change.

Topics include:
  • How has the role of the modeler changed?
  • Are the agile methodologists correct when they say one needs to be more than a modeler?
  • Is the modeler now more of an analyst modeling interfaces for packages rather than modeling the business
  • Will data modelers and object developers ever see eye to eye?
  • Does the agile methodology and software development result in poor data design?
  • What new skills are needed for the data modeler?
  • ER vs UML, and where does Object Role Modeling fit in?

Surviving the Trek to Data Element Standardization To a High Payoff

Michael Gorman
President
Whitemarsh Information Systems Corporation


Hank Lavender

This presentation and "proof of pudding" demonstrates the process, empirical results, and real business value resulting from an examination, synthesis, and population of a metadata repository from several caches of United States Department of Defense data models that were created during the 1990s. Theses DOD data models were examined for common data elements and also for common data model templates. Once found, these common data elements and data model templates were employed to create standard database schemas that in turn were employed to create standard-data based schemas for both DBMSs running on servers and client side applications operating through traditional client-server and Internet.

As proof that the schemas are valuable they are employed in a code generator to create the actual client-side application that connects with the server-side database. This is shown for both the traditional client-server and Internet application formats. The presentation and demonstration shows the analysis and synthesis process, the data standardization benefits and real human-time savings when compared to traditional analysis, design, application generation, and implementation metrics. Finally this presentation concludes with Lessons Learned and practical suggestions. Attendees will both learn and observe that there is real, practical immediately avalable value in metadata standardization.

Mike Gorman, involved in data processing, database and DBMS for 35 years, has been secretary of the ANSI Database secretary for over 24 years, and helped develop SQL standards. He worked for the System Development Corporation which in conjunction with MITRE and Lincoln Labs invented data management. Mike has published articles for IDC, Auerbach, Computer World, ACM, Q.E.D. Information Sciences and John Wiley and Sons. He has presented to DAMA chapters and its National conference for a number of years. Through Whitemarsh, Mike provides consulting services, books, courses, workshops, training, methodologies, and upper CASE software tools.

Hank Lavender is a retired Colonel from the USAF and has focused on bringing a functional basis, practical reality, and cost-effectiveness to data standardization throughout the U.S. Department of Defense logistics community.


Data Architecture / Data Management — How to sustain your career in a changing discipline

Dawn Michels
Lead Data Architect
Fair Isaac Inc


In the ever-increasing flurry of downsizing, and quicker cheaper development, Data Management is often cast aside as - slow to respond -an impediment to success and old-fashioned. New tools like VB.Net with their own Visual Studio.Net module, allow developers to whip up their own designs, and implement them quickly.

So what value does the data architect or data designer provide? This presentation is designed to highlight some of the real concepts and ideas that Data Architecture can still contribute to a successful project. It is also intended to give some ideas about to move with the changing times, while still retaining your job, some semblance of your discipline and finally convincing your management at whatever level is necessary that your function still has value.

Some of the key ideas that we will cover are:

  • Performance tuning that any good design requires, regardless of speed of development
  • Denormalizing when and how
  • Why standardize on things like field names and the like
  • Business Value or ROI that can be realized by good designs
  • Broadening your own skills for those "slow" times

Dawn Michels is a lead data architect for the Arden Hills Software Development team of Fair Isaac, Inc. She has 15 years experience in relational database design, including DB2, Redbrick, Oracle and NT SQL Server.. Dawn has modeled many databases as well as led a team of data architects, while refining the Data Architecture Role at Fair Isaac. To round out her career, Dawn is VP of Chapter Services of DAMA-I, an active member and CTM of the Fair Isaac Toastmaster’s Club. Dawn is also an adjunct faculty member at The College of St. Catherine, and Univ. of St. Thomas.


Metadata-Driven ETL

Vinny Ahuja
Datawarehouse Architect/Systems Integrator
Intel Corporation


This presentation will provide an overview of a metadata driven ETL process. This process is in use to load net change data in over 700 tables three times a day. Company drivers, metadata model, process and integration utilities will be discussed.

  • Drivers for metadata driven process
  • Key components of process - meta model, metadata databases, integration utilities
  • Process overview
  • Front End data entry overview for process
  • Data Quality and metrics captured by process
  • Futures for process and metadata model
  • Key Points
    - Meta Data Driven approach allows for quick changes to production scripts
    - Meta Data Driven approach allows for conformity
    - Meta Data Driven approach provides for metrics capture, improving Data Quality

Vinny Ahuja is a Data Warehouse Architect and Systems Integrator at Intel. He has 10 years of progressive experience in designing and developing databases in OLTP and DSS environments. He has managed design and implementation of infrastructure for DSS capabilities like ETL and OLAP. His currently responsibility is the Enterprise DW & ETL Architecture. He has BS, MS Electrical Eng and MBA degrees.


Unstructured Data and Content Management
Managing the Metadata

Robert Seiner (Moderator)
TDAN.com & KIK Consulting

Mark Hale
Director of Content Technologies
Interwoven, Inc.

Andrew Salop
Senior Product Manager, Cross Media Publishing
Adobe Systems, Inc.

Metadata is a hot topic in “unstructured” content management circles today, because content managers are looking to metadata to provide better search and retrieval of information in intranets and on the web as a whole. And beyond these immediate applications, a wide variety of applications are enabled through the existence of metadata across the whole of the content infrastructure. This session will give you exposure to the major initiatives in this field. The presention will provide a background on some of the major metadata standards, such as RDF and the Dublin Core. It will show how those can be used to aid in finding resources, and discuss how such metadata can be created in an unstructured data environment. It will include suggestions for some of the upcoming applications that will be enabled by pervasive metadata.

With this base of understanding, the session will continue with a discussion of the eXtensible Metadata Platform (XMP). This new standard from Adobe is based on W3C standards and available via open source license. It provides an open, extensible framework that standardizes the capture, processing and interchange of metadata across production and publishing workflows. XMP allows metadata to be packaged within a digital asset and exchanged among file formats and systems. By describing a document's intent in easily understandable XML, XMP enables a digital asset to retain its context outside of a database, providing information on file attributes, usage, digital rights, job processing and transformation instructions. The speaker will discuss how XMP improves the organization and management of digital content, thus streamlining workflow across cross-media publishing.

Dr. Mark Hale directs the content technology initiatives at Interwoven. Here, he works with his team to maintain the integrity of an enterprise class Content Infrastructure that is the content nucleus of many emerging markets such as XML, Portals, and Web Services. He is globally known in the IT industry for technology innovation. Dr. Hale sits on a number of the Internet’s leading standards bodies and platform committees; such as XML Protocol/Simple Object Access Protocol (SOAP); Universal Description, Discovery and Integration (UDDI); Distributed Authoring and Versioning (WebDAV); the Java Community Process (JCP), among others. His foundation comes from his experience on the research faculty at the Georgia Institute of Technology. Here, proofs showed that a distributed infrastructure could be developed that bridges business workflow to enterprise content while remaining consistent. The works were supported under collaboration with the NASA High Performance Computing and Communications Program (HPCCP), National Center for Advanced Technologies (NCAT), Office of Naval Research (ONR), Air Force Research Laboratory (AFRL), and various industrial partners. He has authored over thirty publications in the field.

Andrew Salop: A senior product manager at Adobe Systems, Andrew Salop is responsible for driving the company’s digital asset management & metadata strategy. With a background in filmmaking and interactive media, he balances an understanding of the creative process with the ability to frame and deliver products & technologies that energize digital publishing. His ongoing efforts are extending the reach of Adobe's award-winning digital media products into diverse publishing workflows. Prior to Adobe, he was director of marketing at a “Siliwood” startup, working closely with the creative community. His earlier work with Apple Computer focused on international product marketing. Mr. Salop holds a bachelor's degree in international relations from U.C. Davis and an M.B.A. from Santa Clara University. Mr. Salop has spoken at numerous industry conferences including XML/Europe; ContentWorld; Seybold Seminars/San Francisco and New York; and IfraExpo.


Data Management for E-Commerce

Hal Davis
Program and Architecture Manager
Mellon Financial Corporation


Developing an E-Commerce system introduces issues like naming conventions, data ownership/stewardship, data quality, data conversion/transformation, and on occasion, system documentation. Currently, projects need to address these issues around technology like Web Services, UDDI, SOAP, and, under all of these, XML and its related technologies. Proliferation of so-called XML "standards" also complicate data management efforts. How can we use tried-and-true data management methods from prior technologies when tackling these issues in a progressive E-Commerce development environment?

Data Management professionals will gain an understanding of web services, UDDI, and XML, and how data management principles apply to these technologies.

With over sixteen years in Information Systems, Hal Davis' areas of expertise include data warehousing, systems integration, decision support systems, metadata management, and XML. In software-related consulting positions, he led numerous international projects on data warehousing, metadata management, and XML-based systems, and, in addition, has extensive experience in financial-industry reporting and banking application implementation. As a conference speaker, Hal presents data management concepts in both business and technical terms. At prior conferences, he provided tutorials and sessions about XML for Data Management, XSLT, and EDI/XML translation. Mr. Davis is currently a Program Manager and Assistant Vice President in the Corporate Information Systems Group at Mellon Financial Corporation.


Implementing Complex Data Integrity Rules Inside Your RDBMS

Michael Haynes
Application Database Specialist
Nationwide Financial


The many business requirements gathered during development of a logical data model should become part of the system developed from that model. Some requirements are easy to implement within relational databases using traditional constraints; others are not. These other requirements are frequently left for application developers to enforce. Providing centralized enforcement of these requirements within the database design using triggers or other means can improve data quality. Application development can be simplified by avoiding redundant coding. Options for such implementation will be discussed, highlighting several complex requirement scenarios. Multiple RDBMS platforms, including Oracle and DB2, will be touched upon.

Attendees will learn about the value of enforcing requirements within the database and features of various RDBMS platforms allowing for this enforcement. Users of the Oracle RDBMS will also benefit from access to detailed implementation examples for several common situations.

Michael Haynes has been involved in projects in both a Data Administration role and a physical database design role. He has worked for Nationwide Financial since 1996. Prior to that time he performed a variety of technical support/development roles at Bowling Green (Ohio) State University. An avid baseball fan and book collector, he is married and has three children.