WHITEMARSH DATA MANAGEMENT SERIES

Whitemarsh Information Systems Corporation

WHITEMARSH DATA MANAGEMENT SERIES

1

9/29/2015

Clarion Developers Conference

2015Data Driven

Development


TOPICS

BLUF (Bottom Line Up Front) Where we left off in CIDC 2013 From Scratch Approach The Approach: Case Study BLUF (a reprise)

2

9/29/2015


BLUF (BOTTOM LINE UP FRONT)

Database design is an analysis-and-design by-product of Mission-Analysis.

Database designs map directly to subsets of determined missions.

Enterprise-wide focus ensures long-term viability, integration, interoperability and non redundancy

For Business Systems, Mission data-driven database designs ensures success while process-driven ensures failure.

9/29/2015

3


CLARION EXAMPLE: INVOICE DATA MODEL Customer

Company relationship based on name One contact per customer One address per customer One phone number per customer Customer in one state only

Detail Only one tax allowed Only one discount allowed Price redundant with Product price or able to get out of

synch Only addresses Order Detail. Missing shipping, invoicing,

and returns Invoice History

Vendor? What is vendor (of Product?) Date of transaction. What is that? Likely wrong name. Product Sales History No relationship to Detail (i.e., customer & orders)

9/29/2015

4

Company

Customers

Detail

InvHist

Orders

Products

States


CLARION EXAMPLE (CONT.) Orders

Only one ship-to No ship date No partial Order shipments No international shipments (eh?!) Returns? Not handled, it appears

Products No product versions No product price increases over time No product cost increases over time Quantity in stock implies one warehouse No product assemblies No tracing to manufacturing

States US only, no provinces No International

9/29/2015

5

Company

Customers

Detail

InvHist

Orders

Products

States


REDESIGNED DATA MODELS SOLVES ALL PROBLEMS

9/29/2015

6

CompanyCustomers

Order/Shipment/Invoice/Return/ProductCrossReference

Returns

Products

State or Province

CustomerLocation

CustomersLocationAddress

AddressType

Customer Location Address

Person Contact Type

Contact Type

Customer Contact Person

Country

TaxAgency Rate

Invoices Shipments OrdersProductsVersion Payments

Vendor

Warehouse

Inventory

ReturnsDetail

InvoiceDetail

ShipmentDetail

PaymentsDetail

OrdersDetail

InventoryDetail

ReturnsDetail Tax

InvoicesDetail Tax

Order Detail Tax

Order/Invoice/Return Tax Cross Reference


MISSION-BASED DATA-DRIVEN APPROACH

9/29/2015

7


CREATE MISSION

Scope Yes/No Description

How to do <mission> No Mission is not a process model. It’s time-less, Technology independent and apolitical

Who to do <mission> No Mission is not based on politics of organizational engineering or personality

Ideal accomplished mission> Yes Missions are hierarchical/networkdescriptions of “idealized” outcomes

9/29/2015

8


HOW DEEP ARE THE MISSIONS

Top Cell Three to five immediately children Three to five children of children Three to seven children of children’s children

9/29/2015

9


MISSION MODEL CASE STUDY: CIDC 2015

9/29/2015

10


DATABASE DOMAIN MODEL

9/29/2015

11

DB Domain Data Description

Products Id, Name, Desc,Price, etc

Attendee Refunds& Credits

Id, Name, Date, Amount,Description

Purchases Product, Date, Price

InstructorDiscounts

Id, Name, Topic, Percent Discount

Hotel Payments Room Deposit, Progress Payments, Dates

Hotel Refunds & Credits

Received Amounts


MAPPING TO REVISED DATA MODEL

9/29/2015

12

DB Domain Data Description Tables

Products Id, Name, Desc, Price, etc Products, Product Version, Inventory, Inventory Detail

Attendee Refunds & Credits

Id, Name, Date, Amount,Description

Returns & Returns Detail

Purchases Product, Date, Price Company, Customer, Customer Location, Invoice Header Invoice Detail

Instructor Discounts Id, Name, Topic, PercentDiscount

Company, Customer, CustomerLocation, Returns & Returns Detail

Hotel Payments Room Deposit, Progress Payments, Dates

Vendor, Product Version, Inventory, Inventory Detail, Invoice, Invoice Detail

Hotel Refunds & Credits Received Amounts Vendor, Product Version, Inventory, Returns & Returns Detail


WHY GO THROUGH ALL THIS TROUBLE? $35B per year “candy” manufacturing, and sales organization. 260 Sales days $150,000,000 sales per day Sales Receipts: U.S. (50%), Canada (10%) & The World (40%) 6 U.S. Distribution Centers ($150M / 50% / 6 = $12.5 M per day) Inventory System at one center went down for 5 days due to “data” error. Permanent lost of 10% of sales Lost business: $6.25 Million subtracted from bottom line. Cost to fix “Data Error” $10,000. (Bad design caused need for many ETL

systems that broke and reported ZERO inventory available to sell.) Now, Just why is getting data right important?

9/29/2015

13


BLUF (BOTTOM LINE UP FRONT) -- AGAIN

Database design is an analysis-and-design by-product of Mission-Analysis.

Database designs map directly to subsets of determined missions.

Enterprise-wide focus ensures long-term viability, integration, interoperability and non redundancy

For Business Systems, Mission data-driven database designs ensures success while process-driven ensures failure.

9/29/2015

14


CLARION LIVE OCTOBER OR NOVEMBER

Full database design: tables, columns and Relationships

3-Layers of Clarion Application Architecture 3NF Data Architecture for Adds/Deletes/ModifiesBusiness Process Architecture for “getting work

done.”Reporting Architecture for reports and analyses

Objective: Maximum Functionality with Minimum “CLW” development

9/29/2015

15


REFERENCES TO WISCORP.COM

9/29/2015

16

Item Topic Link

1 Managing the meaning of data http://wiscorp.com/sp/sp01.pdf

2 Data is executed policy http://wiscorp.com/sp/sp02.pdf

3 Managing data names, value domain, abbreviations and definitions

http://www.wiscorp.com/sp/sp03.pdf

4 Managing data models http://wiscorp.com/sp/sp04.pdf

5 Modeling data and designing databases http://wiscorp.com/sp/sp06.pdf

6 Managing value domains http://www.wiscorp.com/sp/sp07.pdf

7 Quality data-centric engineering and management http://wiscorp.com/sp/sp09.pdf

8 Reference data management http://wiscorp.com/sp/sp17.pdf

9 Data models the center of the business information system universe

http://wiscorp.com/sp/sp20.pdf

10 Database objects introduction http://wiscorp.com/sp/sp22.pdf

11 Data management independent verification and validation

http://wiscorp.com/sp/sp24.pdf

Documents

WHITEMARSH DATA MANAGEMENT SERIES