
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:
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 - Consumer
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.
-
-
BI
decision-support applications and databases
-
Where
and how to start with BI?
-
Major
components of BI application development
-
-
Meta
data repository analysis, design and development
-
ETL
design and development
-
-
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: As
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
-
-
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.
-
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
-
-
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.
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Andrew
Salop
Senior Product Manager, Cross Media Publishing
Adobe Systems, Inc.
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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.
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