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www.EWSolutions.com © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 1 1 Successful Metadata Management Strategy and Implementation for State Government By David Marco President EWSolutions November 30, 2017 Sponsored by the NASCIO Data Management Working Group

Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

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Page 1: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11

Successful Metadata Management

Strategy and Implementation for

State Government

By David Marco

President

EWSolutions

November 30, 2017

Sponsored by the NASCIO Data Management Working Group

Page 2: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 2

EWSolutions’ BackgroundEWSolutions is a Chicago-headquartered strategic partner and full life-cycle systems integrator providing both award winningstrategic consulting and full-service implementation services. This combination affords our client partners a full range of services for any size enterprise information management, metadata management, data governance and data warehouse/business intelligence initiative. Our notable client partner projects have been featured in the Chicago Tribune, Federal Computer Weekly, Journal of the American Medical Informatics Association (JAMIA), Crain’s Chicago Business, The Doingsand won the 2004 Intelligent Enterprise’s RealWare award, 2007 Excellence in Information Integrity Award nomination, DM Review’s 2005 World Class Solutions award and 2016 CIO Review 20 Most Promising Enterprise Architecture providers.

For more information on our Strategic Consulting Services, Implementation Services, or World-Class Training, email us at [email protected]

Best Business Intelligence ApplicationInformation Integration

Client: Department of Defense

World Class Solutions Award

Data Management

2007 Excellence in Information Integrity Award Nomination

Most Innovative in Data Management Solutions

Federal Bureau of InvestigationMeritorious Service AwardExcellence and Thought

Leadership

Page 3: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 3

David Marco – Professional Profile

Best known as the world’s foremost authority on metadata management and the father of the Managed Metadata Environment, he is an internationally recognized expert in the fields of data governance, big data, data warehousing, master data management and data management. In 2004 David Marco was named the “Melvil Dewey of Metadata” by Crain’s Chicago Business as he was selected to their very prestigious “Top 40 Under 40” list. David Marco has authored several books including the widely acclaimed “Universal Metadata Models” (Wiley, 2004) and the classic “Building and Managing the Metadata Repository: A Full Life-Cycle Guide” (Wiley, 2000).

President of Data Management University (DataManagementU.com)

Author of several best selling information technology books, including the top 2 sellers in metadata management

2017 Sabi University, Academic Board member

2016 Channel Expert for Business Analytics Collaborative

2008 DAMA Data Management Hall of Fame (Professional Achievement Award)

2007 DePaul University named him one of their “Top 14 Alumni Under 40”

Selected to the prestigious 2004 Crain’s Chicago Business “Top 40 Under 40”

Presented hundreds of keynotes/seminars across four continents

Published hundreds of IT articles some of which were translated into Mandarin, Russian, Italian, Portuguese and others

Taught at the University of Chicago and DePaul University

Holds CDMP, CDP, CCP and CBIP certifications

Email: [email protected]

Page 4: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 4

Agenda

• Metadata Management Fundamentals

• Business vs. Technical Metadata

• Metadata Management Use Cases

• Metadata ROI

• Metadata Management and Data Management

Page 5: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 5

Metadata Management

Fundamentals

Page 6: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 6

What is Metadata?

Metadata

By definition metadata is

1. “Data about data”.

2. “Everything that data is not”.

So What!!

Page 7: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 7Strategic Partner & Systems

Integrator

What is Metadata?

Metadata Definition

Metadata is a type of data that digitally describes the who,

what, when, where, why, and how of an organization’s data,

processes, applications, assets, business concepts, and/or

other things of interest.

Metadata Is Knowledge

Page 8: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 8

Metadata vs. Data• Metadata: Metadata contains the knowledge that a 1) field is called

“Customer_Name”, is 40 characters in length, and exists in systems A, B, and C; 2) that our company has 3 systems which contain customer master data. These systems are…

• Data: Data would be a specific instance of “Customer_Name” equaling “John Doe”

• Information: Data that is meaningful to a business user. They understand it and they know what to do with it

Page 9: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 9

Metadata Management Fundamentals

(content) (context)

Page 10: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 10

Managed Metadata

Environment Return on

Investment (ROI)

Page 11: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11

Managed Metadata Environment ROI

“The key to your company’s prosperity is how well

you gather, retain and disseminate knowledge”

“Managed metadata environments are the key to

gathering, retaining and disseminating knowledge”

“How can our enterprise be agile when we don’t

even know the who, what, when, where, how and

why of our data?”

Page 12: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 12

Managed Metadata Environment ROI

• Metadata for the Business (business

metadata)

• Metadata for the IT Department (technical

metadata)

Page 13: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 13

Business Metadata

Page 14: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 14

Managed Metadata Environment ROI

Metadata for the Business (business metadata)

• Provides the semantic layer between a company’s systems (operational

and business intelligence) and their business users

Page 15: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 15

Metadata for the Business• Reduces training costs

• Makes strategic information (e.g. data warehousing, customer relationship management (CRM), supply chain management (SCM), enterprise resource planning (ERP), etc.) much more valuable as it aids analysts in making more profitable decisions

• Create actionable information

• Limits incorrect decisions

• Assists business analysts in finding the information they need, in a timely manner

• Bridges the gap between business users and IT professionals

• Increases confidence in the IT system data

• A MUST for Data Governance

Page 16: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 16

Business

Metadata In Action

Page 17: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 17

Metadata for the Business2017 Monthly Global Sales Report February 7, 2017

Month Sales $ (in thousands)U.S

Sales $ (in thousandsInternational

Product Category Sales $ (in thousandsTotal

December TV 22,101

DVD

12,190

Digital 4,002

1,209Miscellaneous

Cellular Phone

11,190

10,200

7,193

1,301

870

4,300

32,301

19,383

5,303

2,079

15,490

November TV 42,000

DVD

28,193

Digital 8,901

2,730Miscellaneous

Cellular Phone

21,190

22,200

12,193

2,901

1,530

9,878

64,200

40,386

11,802

4,260

31,068

October TV 70,100

DVD

41,700

Digital 20,000

4,850Miscellaneous

Cellular Phone

31,900

32,950

17,550

4,100

2,850

14,878

103,050

59,250

24,100

7,700

46,778

“Sales $ U.S.” is comprised of aggregated sales revenues from the United States, Canada, and Mexico, but does not subtract sales dollars from returned orders

Page 18: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 18

Metadata Makes for Better

Decisions

Page 19: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 19

Metadata for the Business2017 Monthly Global Sales Report February 7, 2017

Month Sales $ (in thousands)U.S

Sales $ (in thousandsInternational

Product Category Sales $ (in thousandsTotal

December TV 22,101

DVD

12,190

Digital 4,002

1,209Miscellaneous

Cellular Phone

11,190

10,200

7,193

1,301

870

4,300

32,301

19,383

5,303

2,079

15,490

November TV 42,000

DVD

28,193

Digital 8,901

2,730Miscellaneous

Cellular Phone

21,190

22,200

12,193

2,901

1,530

9,878

64,200

40,386

11,802

4,260

31,068

October TV 70,100

DVD

41,700

Digital 20,000

4,850Miscellaneous

Cellular Phone

31,900

32,950

17,550

4,100

2,850

14,878

103,050

59,250

24,100

7,700

46,778

Information Quality Tracking Statistics8.4% of the dollar values were not loaded1.7% of the records were not loaded

Page 20: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 20Strategic Partner & Systems

Integrator

Technical Metadata

Page 21: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 21

Managed Metadata Environment ROI

Metadata for the IT (Information Technology) Department is Technical

Metadata

• Help IT departments better manage, maintain and grow their IT systems

and assets

Page 22: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 22Strategic Partner & Systems

Integrator

What Does One Process Look Like

for a Large Company?

Page 23: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 23

Fortune 100 – One Process

STO

Sales Request

Web/E

mail/Fax

Web/E

mail/Fax

Web/E

mail/Fax

Web/Email/ FaxWeb/Email/ Fax

Sales Request

Web/E

mail/Fax

Web/E

mail/Fax

Web/E

mail/Fax

Web/E

mail/Fax

Web/EDIWeb/EDI

Tele/Web

Tele/Web

Kiosk O

rder

Kiosk O

rderK

iosk Order

Tele/Web

EDI Order

Kiosk Order

Web/E

DI

Web/E

DI

Sales R

equest

Sales R

equestS

ales Request

Sales R

equest

IPS

Only

I PS Only

CTO

products

Web/E

mail/Fax

Tele/Web

ePrime - HP

Global B iz Link

(E xtranets) -

NA - CP Q

CatalogProcurement -CGBX - NA -

CPQ

Ven do r

e M a rk et

Plac e -

CPQ

Fas t-Web& PtnrPrime -CPQ

B 2B Integ

S V R / CE I's

W eb S vr -

CP Q

B uysite

& Market

S ite.com

B iz-S tore

- HP

K iosk -

CP Q

K iosk -

HP

S A P 3.1 - E P H -

OM - CP Q

S A P - Consumer

D irect S V - OM -

HP

Commerci

al

S MB

Enterprises

A GSCQ 3P O

CQ Direct

Factory

CQ A lliance

P artners

Quanta

- HP

S CI

HP 3P O

QMS

-A QS -

NA -

CP SA /MS S

- CP Q

FOCUS

- CP Q

CDAT -

Rac k

As s is tan t

K ylor (A A ) -

CP Q

Virtual SalesRep - HP

E DI

Gateway -

NA - CP Q

W W OMS US - HP

A P OGE E -

S torage - HP

Fremont

Houston

M1/M2

Rosevil le

S CI -

A labama

Houston M5

Rack Builder- CPQ

Consumer

s / Micro

CorporateRelationships

Commercial

Resel lers

A gents

R ichmond

S upplies

Completion

& DC

W oodland IJ

Completion

& S upplies

DC

Memphis IJ

Completion

& S upplies

DC

S andston

LJ Comp. &

S uppl ies

DC

Ontario LJ

Completion

& S upplies

DC

Tijuana LJ

Completion

& S upplies

DC

CP Q P rinter

S uppl iers

CP Q P rojector

S uppl ier

OHL

Memphi

s DC

Heart - HP

Sale s Fo rc e

Tech Data

Ingram Micro

V ista - Fulfillment - CPQ

V ista - OM - CPQ

S A P - Replenishment D7 - OM - HP

S A P - Replenishment D7 - Fulfil lment - HP

S A P - Fusion - NA

- Fulfil lment - HP

S A P - Fusion - NA - OM -

HP

S A P 3.1 -

E P H -

Fulfillment -

CP Q

Retailer

HP ShoppingFinanc ialInstitution

Menlo

Logistics

Tatung

Irish

E xpress

RyderV enture

MS L

Genco

P ower

P ackaging

Compal

- HP

S A P - HP S

- NA -

Upfront -

A stro -

NA -

HP

Fireman

- NA -

S CA - NA

- HP

ITRC - SUM - NA- HP

S A P - HP S - NA -

OM - HP

S A P - HP S - NA -

OM Finance - HP

S A P - HP S - NA -

V irtual S ourcing -

HP

Fiel d

Adm in

P M Tools

- HP

Parts Re pa ir

Cus tom e rs

a nd Pa rtne rs

Tiger -NA - HP

TIM -

HP

S W Depot -

S hopping - HP

Legacy OM

- Finance -

HP

Legacy Parts -

OM - HP

Legacy Parts -

S C - HP

S A P - HP FO

- NA - HP

A P OGE E /S HIP

US - S ervices -

HP

HP FO Legacy

SAP -IPC D7 -

Channel

LinksDescartes

DA C

Compucom

W W OMS

Canada - HP

W W CISY S -

HPS A P -

X RS -

S A P - X RS -

Matl - HP

SAP -XRS - IPC

- HP

Ryder

MM300

0 - HP

Bus ine s s

PC,

Serv ers ,Con s u m

e r Cal l

Cen ter -

L J Cal l

Cen ter -

US

GE M

GE MS -

NA -

CP Q

CAFE -CPQ

CEI' s

Om a ha

Cal l Ce n ter,

o r L i ttl eton

eCA T - CP Q

W atson -

HP

S B W

- HP

Quick

Quote -e-Store -Canada -

HP

S A P -

CaLado -

OM - HP

Bus inessAdvantage -

CPQ

S A P - CaLado -

Fulfillment - HP

Factory

Outlet -

S W

Depot -

OM - HP

SW Depot -Fulfillment -

HP

S A P -

Consumer

D irect S V -

Fulfillment -

HP

Compucom -

OM

Conrad - HPSy s tem

T - CPQ

E arl -

HP

S A P -

Consumer

D irect S V -

Finance - HP

CP Q

Financial

S ervices

CyberS

HitachiS ymnex

Daisy Tech

A ffi liates

A CS -

CP Q

LSO -

HP

OLS -

Chameleon -CPQ

Mic rosoft

Call Ce n ters -

Roc k v i l l e,

Ros ev i l l e,

Cup ert in o,

Onta rio

V ista -

Finance -

CP Q

P roduct

A dvisor

Comm.

Resel lers

DA C

Fulfillment

eTracking -

E DR -

CP Q

Q-runFIC

Game DB -CPQ

A ctive

A nswers

Cybrant

- HP

CPL -

Pro d . &

Pri c e

VISA -CPQ

GPSYCPL -HP

Golden

E ggs -

CP Q

ICON -

HP

OS S - HP

W W S NRS -

CP Q

Customer

A dvantage

Direct P lus -

CP Q

Customer

A dvantage

eProcurement -

CP Q

Cus tomerAdvantageExtranets -

CPQ

NCAS- NA -CPQ

NCAS -

QL -

CPQ

CCSU

Eclipse -HP

PPS -CPQ

L es

Web -

CPQCOPE/BET

Clear

Contract -

CP Q

P rophecy -

S B S -Pears - NA

- CPQ

S IS -

CP Q

SRS -CPQ

FOCUS(252) -CPQ

A S M -

CP Q

CPN -CPQ

CSN -NA -CPQ

eFLS -CPQRMS -

CPQ

ORS -CPQ

Primus- NA -CPQ

Com pa q

Dire c t

S upport

P ricing

Tool -

CCDB - NA -

HP

A urora Mgr -

NA - HP

P lato -

NA - HPOM Server- NA - HP

A UE -

NA - HP

S W A T - HP

e Pa rts

e PO - NA

- HP

S A M -

NA - HP

CMG - NA

- HP

MA T -

NA - HP

S ORDS

- NA -

HP

S A CS -

NA - HP

E-Eureka -NA - HP

Allegro -NA - HP

IOM -

NA - HP

P ROMIS

- NA -

HP

Norm -NA -HP

S P D -

NA -

HP

Sie b e l

e Ch a n n e l

BPS - CPQ

P W E B

- US -

P rofiler

- HP

Explorer4- CPQ

SFDM(M1/M2) -

CPQ

Remedy

US - HP

ResellerWeb - HP

Sieb el Cal l

Cen ter 2 00 0

- US - CPQ

Quo ters

WB - CPQ

MA XCIM

- HP

RosettaNet

P ortal - HP

E S N -

US -

Fast -

CP Q

A rmada

- NA -

P artner

D irect -

CP Q

Bac k p la ne /Sh o pfl oo r -

NA - HP

Clarify - W FM -

NA - HP

Clarify -

P ulse -

CP Q

Core -CPQ

E ntitlement -

NA - HP

EDI/XMLGateway - NA/AP

- HP

GOLD- CPQ

P ower -

CP Q

RCM - HP

SAP 3.1 - EPH- Finance -

CPQ

FAI - NA - HP

E IA - NA - HP

W W FTP -

HP

S S IM

- HP

e-

P ack -

Resource

Marketplace

- NA - HP

P lus -

NA -

HP

S martCube

- HP

GDS -

NA - HP

SAP -Education -

NA - HPCDO - NA -

HP

K night

- CP Q

W W P A K

- HP

e Sto re s

- CPQ

X elus

P lan -

NA -

HP

S A P 4.6 - S W

S upply Chain

- HP

W W

Comcat -

SMARTdb -CPQ

eParts

- HP

HP

S hoppingA t Home

- CP Q

C us tomers

Shopping/

Quoting

Order Management

Supply

C hain

Finance

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www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 24

What Do Our Current IT Systems

Look Like?

Page 25: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 25

Islands of DataOperational Applications

Islands of Data End User Reporting Systems

Claims

Pharmacy

Financial Analysis

Health & Medical

Services (CQM, HSA)

Actuarial & Underwriting

Analysis

Sales & Mktg /

Network Development

Utilization

Membership/Enrollment &

Billing

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

North E/B

TOPPSES-9000

IPS- Inter Practice SystemVAX(Burlington)

PSIMEDHPE-980

MGD ClaimsAS/400

Query

Pharmacare (outside vendor)AS/400

Pharmaview (outside vendor)

NED E/BACPS- Automatic Claims

Processing SystemPASS - Patient Appointment

Scheduling SystemENCOUNTERFFS - Fee For Service

REF - Referrals

HP-992 NEDClinical Computer

Pharmacy DB

Provider Master

AMISYSMARS

•Hospital Summary•Quality Assurance Request

HP (9 series)

•Network & Medical Request•Actuarial End User Request•ClaimsProv DBDrug DB

AMRS-Advanced Medical

Record SystemRIS- Radiology Information

SystemLAB/LIS- Laboratory

Information System

VAX ClusterRX42

HPE-980

MHUM - Mental Health

Utilization Management

AST 486 serverHealthchex

Pentium PCBulletin Board System (BBS)

NED DatawarehouseHP937

HSA dept. Lan Server

NED Multiview GL and AP

PHC Pharmacy Server

PHC Actuarial Analysis Server

Analytic Database

QuantumDec Alpha

MAMSYS/PAPSYS

PHC JV Finance Server

PHC Network Development Server

PHC Medical Services Server

PHC Multi-view GL.

(14) Foxpro Applications

ASAP - Actuarial System

Analysis Program

MS SQL Server

DB2 and SAS datasetDecision Analyzer

GL

SAS , SAS screens,

Viewpoint

GMIS-Claim Check

Actuarial SAS dataset

ES-9000

Medical

Groups

HCD MGD NED PHCLegend Multiple colors indicate the system is

used by multiple divisions.

Page 26: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 26

Metadata for the IT Department• Dramatically reduces the probability of project failure

• Speeds system’s time-to-market

• Reduce system development life-cycle time

• Limit redundant data

• Limit redundant processes

• Managing IT portfolios

• Leverage work done by other teams

• Reduced rework

• Reduce research time

• Reduce unproductive work

• Lowers the impact of staff turnover

Page 27: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 27

Technical

Impact Analysis

Page 28: Successful Metadata Management Strategy and Implementation … · 2020. 6. 10. · © 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11. Managed Metadata Environment

www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 28Strategic Partner & Systems

Integrator

Metadata for the IT Department

Impact Analysis Report January 7, 2016

Impact Field Tables/FilesImpacted

Fields ImpactedProgram Impacted

Customer_Name CUSTOMER_PR02 DW_CUSTOMER T

I02_CUSTOMER

Cust_Name_First

Cust_Name_Middle

Cust_Name_Last

Source System

Order Entry

TableType

I Cust_Name_First

Cust_Name_Middle

Cust_Name_Last

CUSTOMER_PR01

Source Table

CUST

Customer_Addr DW_CUSTOMER T

I02_CUSTOMER

Cust_Name_Address

Cust_Name_City

Cust_Name_State

I Cust_Name_Address

Cust_Name_City

Cust_Name_State

CUSTOMER_PR02

CUSTOMER_PR01

Cust_Name_Zip

Cust_Name_Zip

Question: Show all decision support tables/files, programs, and fields impacted by a change to the “CUST” table in the “Order Entry” system

*Legend“T” = Target“I” = Intermediate“S” = Source

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Metadata for the IT Department

Impact Analysis Report January 7, 2016

DomainTables/Files Fields

Alphanumeric 20

DW_CUSTOMER

Order Entry

ORDER_HEADER

CUST_NAME

CUST_NAME

CUST_NAME

Field

Customer Name

System

CUST_NAME

CUST_NAME

Cust_Name

EXPENSES

I01_CUSTOMER

Cust_Name

Cust_Name

Cust_Name

Cust_Name

DM_Cust_Name

DM_Cust_Name

Cust_Name

DM_Cust_Name

Question: Show all systems, tables/files, fields, and their domains impacted by a change to the length of all occurrences ofthe Customer_Name field

General Ledger

Data Warehouse

Data Mart - Marketing

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

I02_CUSTOMER

I03_CUSTOMER

DM_CUSTOMER

I01_DM_CUSTOMER

I02_DM_CUSTOMER

CUST_ACCOUNTS

CUSTOMER

ORDER_DETAIL

CUSTOMER_SHIP_TO

CUSTOMER_SELL_TO

CUSTOMER_BILL_TO

Cust_Name

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

Alphanumeric 35

Alphanumeric 35

Alphanumeric 35

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MME For Systems

Consolidation

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www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 31Strategic Partner & Systems

Integrator

Metadata for the IT DepartmentAugust 15, 2017Systems Consolidation Report

Small Town BankBigCity Bank

AttributeName

AttributeDefinition

EntityName

SystemName

AttributeName

AttributeDefinition

EntityName

SystemName

Cust_Nbr Cust_Nbr is the attribute of record for BigCity Bank customer numbers

Cust_Tbl Central Customer System

CUSTNUM Customer numbers from the deposit system.

CUSTTABLE CUSTAPPL

Purchase_No Customer numbers from the purchase in the legacy deposit system

Purch_Tbl CUSTSYS

Borwr_No Customer numbers from the loan system.

Borrower_File LoanSys

Cust_Type Cust_Type is the attribute of record for BigCity Bank customer types (affluent, upward, standard, high risk).

Cust_Tbl Central Customer System

CUSTCDE Customer types from the general ledger system.

GL_CUST GLAPPL

Cust_Card_Ind Cust_Card_Ind is the attribute of record for BigCity Bank customer ‘s that have a BCB credit card.

Cust_Tbl Central Customer System

None applicable

Cust_Crdt_Ratg Cust_Crdt_Ratg is the attribute of record for BigCity Bank customer credit ratings (Superior Risk, Low Risk, Standard Risk, High Risk, Extreme Risk).

Cust_Tbl Central Customer System

Credit_Rate Customer rate is from the general ledger system and refers to the credit rating/worthiness of a customer.

GL_CUST GLAPPL

BigCity Bank

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Metadata for the IT DepartmentAugust 15, 2017Systems Consolidation Report

Small Town BankBigCity Bank

EntityName

AttributeDefinition

AttributeName

DomainValue

AttributeName

TransformationRules

EntityName

DomainValue

Cust_TypeCust_Type is the attribute of record for BigCity Bank customer types:1 = affluent2 = upward3 = standard4 = high risk

Cust_Tbl

1 CUSTCDECust_Type = 1 WHENCUSTCDE = 3 ANDCUSTBAL > 500,000

GL_CUST3

CUSTBAL GL_CUSTHigh cardinality field

2 CUSTCDECust_Type = 2 WHENCUSTCDE = 4 ANDCUSTBAL <= 500,000 ANDCUSTBAL > 200,000

GL_CUST3

CUSTBAL GL_CUSTHigh cardinality field

3 CUSTCDECust_Type = 3 WHENCUSTCDE = 1 or 2 ANDCUSTBAL <= 200,000 ANDCUSTBAL > 75,000

GL_CUST3

CUSTBAL GL_CUSTHigh cardinality field

4 CUSTCDECust_Type = 4 WHENCUSTCDE = 0 ANDCUSTBAL < 75,000 ANDCredit_Rate < 22

GL_CUST3

CUSTBAL GL_CUSTHigh cardinality field

Credit_Rate GL_CUSTHigh cardinality field

Cust_Card_Ind Cust_Card_Ind is the attribute of record for BigCity Bank customer ‘s that have a BCB credit card.

Cust_Tbl

BigCity Bank

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The Cost of Redundancy• Large healthcare insurance company

• Has a $1.6 billion IT budget

• They estimate it costs them $2 per month to store each gigabyte of data

• $8 per month if you add in services and maintenance

• They estimate that they have 1.6 petabytes of redundant data

• What does this cost them yearly? Simple math

• $8 x 12 months x 1,000,000 (1.6 petabytes) = $153,600,000

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Managed Metadata Environment ROI

“We Build Systems To Manage Every Aspect Of

Our Business, Except One To Manage The

Systems Themselves.”

“A Managed Metadata Environment Is A

System That Manages Our Systems.”

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Metadata Management

and the Bigger Data

Management Picture

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Data Management

• Metadata Management is directly tied to the larger Data Management topic

• Data Management: The systematic processes and governance procedures for applications, processes, data, and technology at a holistic enterprise perspective

• The purpose of data management is to bring enterprise order, purpose, structure, efficiency, and performance to applications, processes, data, metadata and technology

• Data management is not a single technology or component, but a coordinated framework of disciplines for managing data, metadata and information assets throughout the organization

• Data Does Not Manage Itself!!

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We’re a State Government…Why Should We Care

About Metadata Management?

• Agile software development– Hard to be agile when you don’t know the Who, What, When, Where, How and

Why of your data

• Multisourcing– This is a significant challenge. At the Federal level some contracts go through 4

– 5 different vendors until it reaches the one doing the work

– Making sure all of these vendors have access to our metadata is vital to ensure that the various project components actually work together

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We’re a State Government…Why Should We Care

About Metadata Management?• Cross jurisdictional collaboration

– If we have proper metadata management we can easily share communicate our data and its meaning to our fellow state governments

– If we don’t have this capability all of this communication will need to be done manually with meetings and phone calls

– As a result, it won’t get done

• Federal requirements and oversight continue to encroach and place demands on state governments– We need to have our data properly managed so that we can meet these ever changing

requirements

– There will be penalties associated with non-compliance

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Knowledge Areas

Data Management is the foundation for all of the other Enterprise Information Management focus areas. Regardless of which focus area you target first, you will need to do Data Management

Data Management

Enterprise Information Management

Dat

a A

rch

itec

ture

Pro

cess

Man

agem

en

t

Info

rmat

ion

Qu

alit

y

IT P

ort

folio

Man

agem

ent

Mas

ter

Dat

a M

anag

emen

t

Info

rmat

ion

Del

iver

y

Info

rmat

ion

Sec

uri

ty

Data Governance Metadata Management

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DMBOK Knowledge Areas

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How Do You Manage Information Assets?

You cannot manage what you do not measure

You cannot measure what you do not understand

You do not understand…….

This is all Metadata Management

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Metadata Management Environment

Master & Reference Data Management

Machine

Learning & AI

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Questions

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Contact Information

David Marco, CDMP, CDP, CBIP, MBA

[email protected]

http://www.EWSolutions.com

@EWSolutions /EWSolutions EWSolutions EWSolutions

26

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