2007/04/10 © DAMA International 2007 -- All Rights Reserved 1 Data Management Body of Knowledge (DMBOK © ) Guide Introduction & Project Status April 2007

2007/04/10

© DAMA International 2007 -- All Rights Reserved 1

InternationalFoundation

Data Management Body of Knowledge (DMBOK©) Guide

Introduction & Project StatusApril 2007

Mark Mosley, Editor

2007/04/10 © DAMA International 2007 -- All Rights Reserved 2


Mark Mosley

Principal Consultant with EWSolutions

25 years experience in data management

Member of the Chicago DAMA chapter

Certified Data Management Professional

Editor for DAMA Data Management Body of Knowledge (DMBOK©) Guide



Agenda

Our Maturing Profession

What is the DMBOK© Guide?

Who’s Involved?

What’s Been Done So Far?

What’s Still to Come?

How Can I Get Involved?



Our Maturing Profession

Data and information are increasingly recognized as enterprise assets.

Data management is the development, execution and supervision of plans, policies, programs and practices that control, protect, deliver and enhance the value of data and information assets.

Data management is an important function for enterprises in the Information Age.

Data management is a shared responsibility between business data stewards and data management professionals.

Data management is a new and maturing profession – and DAMA is leading the way!



Hallmarks of a Maturing Profession

A professional community

Continuing professional education

Professional certification

Higher education curriculum

A recognized Body of Knowledge Standard terms and definitions Standard processes, roles and deliverables Guiding principles Best practices



What Is a Body of Knowledge?

The collective experience of the profession

What is generally recognized as “true”

Large and constantly growing

Evolving

Acceptance, Improvement, Innovation

Summarized by a “Guide to the BOK”

Primer and Starting Point



What Is the DMBOK© Guide?

A Guide to the Data Management Body of Knowledge (DMBOK© Guide)

A book to be published by DAMA International A project sponsored by The DAMA Foundation Written and edited by DAMA members An integrated view A “definitive introduction” Modeled after other BOK documents:

PMBOK (Project Management Body of Knowledge) SWEBOK (Software Engineering Body of Knowledge) BABOK (Business Analysis Body of Knowledge) CITBOK (Canadian IT Body of Knowledge)



DMBOK © Guide Goals

To develop, build consensus and foster adoption for a generally accepted view of data management.

To provide standard definitions for data management functions, roles, deliverables and other common terminology.

To identify “guiding principles”.

To introduce widely adopted practices, methods and techniques, without references to products and vendors.

To identify common organizational and cultural issues.

To guide readers to additional resources.



DMBOK © Guide Audiences

Data management professionals IT professional colleagues Data stewards Managers and executives Knowledge workers Consultants Educators Researchers



DMBOK © Guide Uses

Inform a diverse audience about data management Build consensus across the data management community Help all participants understand their responsibilities Point readers to additional sources of knowledge Help data management professionals prepare for

Certified Data Management Professional (CDMP) exams Assist organizations in their enterprise data strategy Basis for effectiveness & maturity assessments Guide implementation & process improvement efforts Guide development of higher education curriculum Suggest academic research topics



Data Management Functions

Data Architecture, Analysis &

Design

Data Governance

Database Management

Data Security Management

Meta Data Management

Data Warehousing & Business Intelligence

Management

Reference & Master Data Management

Data Quality Management

Document, Record & Content

Management



Function Scope Summary



Data Governance & StewardshipD

ata

Ste

war

dsh

ip


Document, Record & Content Management



Management

Database Management

Data Governance

Data Architecture, Analysis and Design



Data M

gm

t Services



The DMBOK © Functional Framework

9 Data Management Functions Decomposed into many Activities

Planning Activities Control Activities Development Activities Operational Activities

Activities result in Deliverables Activities performed by Roles



DMBOK Activity Outline…

1. Data Governance

1. Data Management Planning1. Identify Strategic Enterprise Data Needs (P)

2. Develop and Maintain the Data Strategy (P)

3. Establish the Data Management Professional Organizations (P)

4. Identify and Appoint Data Stewards (P)

5. Establish Data Governance & Stewardship Organizations (P)

6. Develop, Review and Approve Data Policies, Standards and Procedures (P)

7. Review and Approve Data Architecture (P)

8. Plan and Sponsor Data Management Projects and Services (P)

9. Estimate Data Asset Value and Associated Costs (P)

2. Data Management Supervision and Control1. Supervise the Data Management Professional Staff and Organizations (C)

2. Coordinate Data Governance Activities (C)

3. Manage and Resolve Data Related Issues (C)

4. Monitor and Ensure Regulatory Compliance (C)

5. Communicate, Monitor and Enforce Conformance with Data Policies, Standards, Procedures and Architecture (C)

6. Oversee Data Management Projects and Services (C)

7. Communicate and Promote the Value of Data Assets (C)




2. Data Architecture, Analysis and Design 1. Enterprise Data Architecture

1. Develop the Enterprise Data Model (P)2. Align with Other Business Models (P) 3. Define the Database Architecture (P) (same as 3.3.2)4. Define the Data Integration / MDM Architecture (P) (same as 6.2)5. Define the Data Warehouse / BI Architecture (P) (same as 7.2)6. Define the Metadata Architecture (P) (same as 9.2)7. Define Enterprise Taxonomies and Namespaces (P)

2. Data Modeling and Specification1. Define Information Needs (D) 2. Develop and Maintain Logical Data Models (D)3. Develop and Maintain Physical Data Models (D)

3. Data Model Quality Management1. Develop Data Modeling Standards (P)2. Review Data Model Quality (C) 3. Manage Data Model Versioning and Integration (C)




3. Database Management 1. Database Development

1. Define Database Design Standards (P)2. Design Physical Databases (D)3. Review Database Design Quality (C)4. Develop Data Access Services (D)5. Develop Information Products ((D)6. Implement Development / Test Database Changes (C)7. Create and Maintain Test Data (D)8. Migrate and Convert Data (D)9. Test and Validate Data Requirements (D)

2. Database Production Support1. Implement Production Database Changes (C)2. Obtain Externally Sourced Data (O)3. Plan for Data Recovery (P)4. Backup and Recover Data (O)5. Set Database Performance Service Levels (P)6. Monitor & Tune Database Performance (O)7. Plan for Data Retention (P)8. Archive, Retrieve and Purge Data (O)9. Manage Specialized Databases (O)

3. Data Technology Management1. Understand Data Technology Requirements (P)2. Define the Database Architecture (P) (same as 2.1.3)3. Implement and Maintain Database Environments (C)4. Evaluate Data Technology (P)5. Install and Administer Data Technology (O) 6. Inventory & Track Data Technology Licenses (C)7. Support Data Technology Usage & Issues (O)




4. Data Security Management Understand Data Privacy, Confidentiality and Security Needs (P) Define Data Privacy and Confidentiality Standards (P) Define Password Standards and Procedures (P) Implement Data Security Controls (D) Manage Users, Passwords and Group Membership (C) Manage Data Access Views (C) Manage Data Access Permissions (C) Monitor User Authentication and Access Behavior (C) Classify Information Confidentiality (C) Audit Data Security (C)

5. Data Quality Management1. Develop and Promote Data Quality Awareness (O) 2. Define Data Quality Metrics (P)3. Define Data Quality Requirements and Business Rules (D)4. Analyze / Profile / Measure / Monitor Data Quality (C)5. Set Data Quality Service Levels (P)6. Certify Data Quality (C)7. Identify, Escalate and Resolve Data Quality Issues (C) 8. Conduct Clean-up Campaigns (O)9. Design and Implement Operational DQM Procedures (D)10. Monitor Operational DQM Procedures (C)11. Test and Validate Data Quality Requirements (D)12. Audit Data Quality (C)




6. Reference and Master Data Management Understand Reference & Master Data Integration Needs (P) Define the Data Integration / MDM Architecture (P) (same as 2.1.4) Implement Reference and Master Data Management Solutions (D) Control Code Values and Other Reference Data (C) Integrate Master Data (O) Replicate Reference and Master Data (O) Maintain Dimensional Hierarchies (O)

7. Data Warehousing and Business Intelligence Management 1. Understand Business Intelligence Data Needs (P)2. Define the Data Warehouse / BI Architecture (P) (same as 2.1.5)3. Implement Data Warehouses and Data Marts (D)4. Implement Business Intelligence Tools and User Interfaces (D)5. Implement Enterprise Reporting (D) 6. Implement Management Dashboards and Scorecards (D)7. Implement Analytic Applications (D)8. Train Business Professionals (O)9. Replicate and Transform Data for Business Intelligence (O)10. Monitor and Tune Data Warehousing Processes (C)11. Support Business Intelligence Activity (O)12. Monitor and Tune BI Activity and Performance (C)



… DMBOK Activity Outline

8. Document, Record and Content Management

1. Manage Electronic Documents (text, graphics, image, audio, video)

2. Manage Physical Records (paper, fiche)

3. Manage Information Content (search engine indexes, taxonomies, XML namespaces, report and document format standards)

9. Meta Data Management

1. Understand Meta Data Requirements (P)

2. Define the Meta Data Architecture (P) (same as 2.1.6)

3. Develop and Maintain Meta Data Standards (P)

4. Implement a Managed Meta Data Environment (D)

5. Create, Capture, Store and Maintain Meta Data (O)

6. Maintain Meta Data Source Data Stores

7. Extract, Reconcile, Integrate and Share Meta Data (C)

8. Manage the Meta Data Repository (C)

9. Query, Report and Analyze Metadata (O)

10. Manage Meta Data Distribution and Delivery to Glossaries, Directories and Other Meta Data Marts (C)



The DMBOK© Functional Framework

Data Management Functions

Environmental Elements

Goals & Principles

Activities

Deliverables

Roles & Responsibilities

Technology

Practices & Techniques

Organization & Culture

Data Architecture, Analysis &

Design

Data Governance

Database Management




Management



Document, Record & Content

Management



Environment Scope Summary



DMBOK Functional Framework



DMBOK Functional Framework

Framework Paper Written as Board Proposal Available on DAMA Website Since July 2006 1000 Downloads Worldwide To Date To 40 Countries

USA 48% Unknown 18% Canada 7% Australia 6% UK 3% India 3% South Africa 3% Brazil 1%

Now Averaging 30 per Week Version 2 Soon To Be Posted



Version 2 Framework Changes

Renamed Functions Data Stewardship & Governance renamed to simply Data Governance Data Architecture & Design renamed to Data Architecture, Analysis & Design Database Administration renamed to Database Management Data Quality Improvement renamed to Data Quality Management Data Warehousing & Business Intelligence renamed to

Data Warehousing & Business Intelligence Mgmt Unstructured Data Management renamed to Document, Record & Content Management Metadata Management renamed to Meta Data Management

Function Presentation Sequence Changes Data Quality Management moved before Reference & Master Data Management Reference & Master Data Management moved before

Data Warehousing & Business Intelligence Management Meta Data Management moved to the concluding position

Renamed Environmental Elements Goals & Objectives renamed to Goals & Principles Process & Activities renamed to just Activities Principles & Practices renamed to Practices & Techniques Organizational & Cultural Issues renamed to Organization & Culture.



DMBOK© Guide Chapters…

Chapter 1: Introduction Chapter 2: Data Management Overview

Activities, Deliverables, Roles, Technology

Chapters 3 – 11: DM Functions 3: Data Governance 4: Data Architecture, Analysis & Design 5: Database Management 6. Data Security Management 7. Data Quality Management 8. Reference & Master Data Management 9. Data Warehousing & Business Intelligence Management 10. Document, Record & Content Management 11. Meta Data Management



…DMBOK© Guide Chapters

Chapter 12: Professional Development Appendices

A: Bibliography B: DMBOK Development History



…Standard Chapter Format (3-11)

Introduction Defining Key Terms Goals Context Diagram

Concepts & Activities Key Concepts and Guiding Principles Roles Performing Activities to Create Deliverables Using Best Practices & Common Techniques Using Technology

Summary Guiding Principles Recap Process Summary – Activities, Deliverables, Roles Org & Cultural Issues

Recommended Reading



Sample Context Diagram



Dictionary of Data Management

Vital Need for a DMBOK Glossary The Semantics of our own Profession

Large Enough to Publish Separately… 900 Terms 100 Pages

As DAMA Dictionary of Data Management Version 1.0



DMBOK Development Roles

DAMA International andDAMA FoundationExecutive Boards

Mark MosleyDMBOK Chief Editor

Deborah HendersonPresident, DAMA Foundation

Executive Sponsor

DMBOK Editorial Board

DAMA ChapterPresident’s Council

DAMA Professional Groups

Contributors ReviewersReview Workshop

Participants

AdministrativeAssistant



DMBOK© Guide Editorial Board

Mark Mosley, DMBOK editor (Chicago)

Deborah Henderson, sponsor (Toronto)

Bobbie Adderson (Chicago) Michael Brackett (Washington) Larry Burns (Washington) Mike Connor (Chicago) Patricia Cupoli (Philadelphia) Alex Friedgan (Chicago)

Lowell Fryman (Chicago) Mahesh Haryu (New York) Gil Laware (Chicago) Jim McQuade (Pittsburgh) Mike Miller (Chicago) Cathy Nolan (Chicago) Kathy Sivier (Chicago) Anne Marie Smith (Philadelphia) Eva Smith (Washington)

The local DAMA chapter for each Editorial Board is shown in parentheses – “Washington” (state) refers to the Puget Sound chapter



Chapter Development Team Leaders

3 -- Data Governance Mark Mosley

4 -- Data Architecture, Analysis & Design Steve Hoberman

5 -- Database Management Larry Burns

6 -- Data Security Mgmt: Corinna Martinez

7 -- Data Quality Management: David Loshin

8 -- Reference & Master Data Management: ????

9 -- DW / Business Intelligence Mgmt: Mike Connor

10 – Records & Content Management: Pat Cupoli

11 – Meta Data Management: Mike Jennings

12 – Professional Development: Pat Cupoli



Collaboration Strategy

Chapter Team Shared Documents

(wiki)

Project Discussion Chat Room

DMBOK Development Diary News & Public Comments



What’s Been Done So Far?

December 2005: Deborah Henderson Meets with DAMA Chicago Chapter

April 2006: DMBOK Framework Proposal Accepted

June 2006: DMBOK Framework Paper Posted

July 2006: Development Strategy Drafted

August 2006: First Drafts of Chapters 1 & 2 & Glossary

March 2007: Data Governance Focus Group Workshop

March 2007: First Drafts of Chapters 3, 4, 5 and 12

April 2007: DMBOK Blog: http://dmbok.blogspot.com

April 2007: DAMA Dictionary of Data Management, V.1



What’s Next in 2007?

Publishing the Dictionary

Drafts and Revisions of Each Chapter

More Conference Calls & Focus Groups

Publicity Articles

DAMA Local Chapter Presentations

Final Review by DAMA Executive Board



Development Schedule

Chapters 3, 12 1Q

DMBOK Blog 1Q

Chapters 4, 5, 6, 7, 9 2Q

Chapters 8, 10, 11 3Q

DAMA Executive Board Review 4Q

General Availability / Published 1Q 2008



How Can I Get Involved?

Review and Comment on Current Drafts

Review and Comment on the Dictionary of Data Management

Participate in This Week’s Workshops

Volunteer to Participate as a Chapter Reviewer / Contributor

Volunteer to Participate as a Chapter Team Leader

Participate on the DMBOK Blog

Inform Your Local DAMA Chapter

Invite a Speaker for a DAMA Chapter Intro/Update

Contact Mark Mosley at [email protected]



The DAMA Curriculum Framework

DAMACurriculumFramework

Courses

Certification/Designation CDMP

Body of Knowledge(DMBOK)

CareerLadders

EducationDeliveryChannels

Job Clusters &

Employment - NWCET & others

Topics &Clusters

Detail/texts

Acceptance by N.A. Accreditation

Bodies

Green = completedYellow = underwayBrown = future