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Data architecture is foundational to an information- based operational environment. It is your data architecture that organizes your data assets so they can be leveraged in your business strategy to create real business value. Even though this is important, not all data architectures are used effectively. This webinar describes the use of data architecture as a basic analysis method. Various uses of data architecture to inform, clarify, understand, and resolve aspects of a variety of business problems will be demonstrated. As opposed to showing how to architect data, your presenter Dr. Peter Aiken, will show how to use data architecting to solve business problems. The goal is for you to be able to envision a number of uses for data architectures that will raise the perceived utility of this analysis method in the eyes of the business. Copyright 2014 by Data Blueprint 1 Welcome: Data Architecture Requirements Date: May 13, 2014 Time: 2:00 PM ET Presented by: Peter Aiken, PhD

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Page 1: Data-Ed: Data Architecture Requirements

Data architecture is foundational to an information-based operational environment. It is your data architecture that organizes your data assets so they can be leveraged in your business strategy to create real business value.  Even though this is important, not all data architectures are used effectively. This webinar describes the use of data architecture as a basic analysis method. Various uses of data architecture to inform, clarify, understand, and resolve aspects of a variety of business problems will be demonstrated. As opposed to showing how to architect data, your presenter Dr. Peter Aiken, will show how to use data architecting to solve business problems. The goal is for you to be able to envision a number of uses for data architectures that will raise the perceived utility of this analysis method in the eyes of the business.

Copyright 2014 by Data Blueprint 1

Welcome: Data Architecture Requirements

Date: May 13, 2014Time: 2:00 PM ETPresented by: Peter Aiken, PhD

Page 2: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint

Two Most Commonly Asked Questions

1. Will I get copies of the slides after the event?

2. Is this being recorded so I can view it afterwards?

2

Page 3: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint 3

Like Us on Facebookwww.facebook.com/

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Page 4: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint

Meet Your Presenter: Dr. Peter Aiken• Internationally recognized data

management thought-leader – 30 years of experience

– Recipient of multiple international awards

– Founder, Data Blueprint (datablueprint.com)

• Associate Professor of IS, VCU (vcu.edu)

• (Past) Pres. DAMA International (dama.org)

• 9 books and dozens of articles

• Multi-year immersions with organizations as diverse as the US DoD, Deutsche Bank, Nokia, Wells Fargo, the Commonwealth of Virginia and Walmart

4

Page 5: Data-Ed: Data Architecture Requirements

Presented by Peter Aiken, Ph.D.

Data Architecture Requirements

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• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

6

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Copyright 2014 by Data Blueprint 7

Page 8: Data-Ed: Data Architecture Requirements

You can accomplish Advanced Data Practices without becoming proficient in the Basic Data Management Practices however this will:• Take longer• Cost more• Deliver less• Present

greaterrisk

Copyright 2014 by Data Blueprint

Data Management Practices Hierarchy

Basic Data Management Practices

Advanced Data

Practices• MDM• Mining• Big Data• Analytics• Warehousing• SOA

8

Data Program Management

Data Stewardship Data Development

Data Support Operations

Organizational Data Integration

Page 9: Data-Ed: Data Architecture Requirements

Data Program Coordination

Feedback

DataDevelopment

Copyright 2014 by Data Blueprint

StandardData

Organizational Strategies

Goals

BusinessData

Business Value

Application Models & Designs

Implementation

Direction

Guidance

9

OrganizationalData Integration

DataStewardship

Data SupportOperations

Data Asset Use

IntegratedModels

Leverage data in organizational activities

Data management processes andinfrastructure

Combining multipleassets to produceextra value

Organizational-entity subject area data

integration

Provide reliable data access

Achieve sharing of data within a business area

Organizational DM Practices

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Copyright 2014 by Data Blueprint 10

Manage data coherently.

Share data across boundaries.

Assign responsibilities for data.Engineer data delivery systems.

Maintain data availability.

Data Program Coordination

Organizational Data Integration

Data Stewardship Data Development

Data Support Operations

Five Integrated DM Practices

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Copyright 2014 by Data Blueprint 11

Data Management Functions DAMA DM BoK & CDMP• Published by DAMA International

– The professional association for Data Managers (40 chapters worldwide)

– DMBoK organized around – Primary data management functions focused

around data delivery to the organization (more at dama.org)

– Organized around several environmental elements

• CDMP– Certified Data Management Professional– DAMA International and ICCP– Membership in a distinct group made up of

your fellow professionals– Recognition for your specialized knowledge in

a choice of 17 specialty areas– Series of 3 exams– For more information, please visit:

• http://www.dama.org/i4a/pages/index.cfm?pageid=3399

• http://iccp.org/certification/designations/cdmp

Page 12: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

12

Page 13: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

13

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Copyright 2014 by Data Blueprint 14

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Copyright 2014 by Data Blueprint 15

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Copyright 2014 by Data Blueprint 16

Inspired by: Karen Lopez http://www.information-management.com/newsletters/enterprise_architecture_data_model_ERP_BI-10020246-1.html?pg=2

Data Modeling for Business Value• Goal must be shared IT/business understanding

– No disagreements = insufficient communication

• Data sharing/exchange is largely and highly automated and thus dependent on successful engineering– It is critical to engineer a sound foundation of data modeling basics

(the essence) on which to build advantageous data technologies

• Modeling characteristics change over the course of analysis– Different model instances may be useful to different analytical problems

• Incorporate motivation (purpose statements) in all modeling– Modeling is a problem defining as well as a problem solving activity - both are inherent to

architecture

• Use of modeling is much more important than selection of a specific modeling method

• Models are often living documents– The more easily it adapts to change, the resource utilization

• Models must have modern access/interface/search technologies– Models need to be available in an easily searchable manner

• Utility is paramount– Adding color and diagramming objects customizes models and allows for a more engaging and

enjoyable user review process

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Copyright 2014 by Data Blueprint 17

Levels of Abstraction, Completeness and Utility

• Models more downward facing - detail

• Architecture is higher level of abstraction - integration

• In the past architecture attempted to gain complete (perfect) understanding– Not timely

– Not feasible

• Focus instead on architectural components– Governed by a framework

– More immediate utility• http://www.architecturalcomponentsinc.com

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Copyright 2014 by Data Blueprint 18

from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International

Data Architecture Management

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Copyright 2014 by Data Blueprint 19

Architecture

Architecture is both the process and product of planning, designing and constructing space that reflects functional, social, and aesthetic considerations. A wider definition may comprise all design activity from the macro-level (urban design, landscape architecture) to the micro-level (construction details and furniture). In fact, architecture today may refer to the activity of designing any kind of system and is often used in the IT world.

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Copyright 2014 by Data Blueprint 20

Architecture Representation

• Architectures are the symbolic representation of the structure, use and reuse of resources

• Common components are represented using standardized notation

• Are sufficiently detailed to permit both business analysts and technical personnel to separately read the same model, and come away with a common understanding and yet they are developed effectively

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Copyright 2014 by Data Blueprint 21

Understanding• A specific definition

– 'Understanding an architecture'

– Documented and articulated as a digital blueprint illustrating the commonalities and interconnections among the architectural components

– Ideally the understanding is shared by systems and humans

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Copyright 2013 by Data Blueprint

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Copyright 2013 by Data Blueprint

healthcare.gov

23

• 55 Contractors!• "Anyone who has written a

line of code or built a system from the ground-up cannot be surprised or even mildly concerned that Healthcare.gov did not work out of the gate,"

Standish Group International Chairman Jim Johnson said in a recent podcast.

• "The real news would have been if it actually did work. The very fact that most of it did work at all is a success in itself."

• Software programmed to access data using traditional data management technologies

• Data components incorporated "big data technologies"http://www.slate.com/articles/technology/bitwise/2013/10/problems_with_healthcare_gov_cronyism_bad_management_and_too_many_cooks.html

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Copyright 2014 by Data Blueprint 24

• Process Architecture– Arrangement of inputs -> transformations = value -> outputs– Typical elements: Functions, activities, workflow, events, cycles, products,

procedures

• Systems Architecture– Applications, software components, interfaces, projects

• Business Architecture– Goals, strategies, roles, organizational structure, location(s)

• Security Architecture– Arrangement of security controls relation to IT Architecture

• Technical Architecture/Tarchitecture – Relation of software capabilities/technology stack– Structure of the technology infrastructure of an enterprise, solution or system– Typical elements: Networks, hardware, software platforms, standards/protocols

• Data/Information Architecture– Arrangement of data assets supporting organizational strategy – Typical elements: specifications expressed as entities, relationships, attributes,

definitions, values, vocabularies

Typically Managed Architectures

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Copyright 2014 by Data Blueprint

Information Architectures• The underlying (information) design principals upon

which construction is based– Source: http://architecturepractitioner.blogspot.com/

• … are plans, guiding the transformation of strategic organizational information needs into specific information systems development projects

– Source: Internet• A framework providing a structured description of an

enterprise’s information assets — including structured data and unstructured or semistructured content — and the relationship of those assets to business processes, business management, and IT systems.

– Source: Gene Leganza, Forrester 2009• "Information architecture is a foundation discipline

describing the theory, principles, guidelines, standards, conventions, and factors for managing information as a resource. It produces drawings, charts, plans, documents, designs, blueprints, and templates, helping everyone make efficient, effective, productive and innovative use of all types of information."

– Source: Information First by Roger & Elaine Evernden, 2003 ISBN 0 7506 5858 4 p.1.

• Defining the data needs of the enterprise and designing the master blueprints to meet those needs

– Source: DM BoK

25

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Copyright 2014 by Data Blueprint 26

Illustration by murdock23 @ http://designfestival.com/information-architecture-as-part-of-the-web-design-process/

What do you use an information architecture for?

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Copyright 2014 by Data Blueprint

Data Architecture – Better Definition

27

• All organizations have information architectures– Some are better understood and

documented (and therefore more useful to the organization) than others.

• Common vocabulary expressing integrated requirements ensuring that data assets are stored, arranged, managed, and used in systems in support of organizational strategy [Aiken 2010]

Page 28: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

28

Page 29: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

29

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Copyright 2014 by Data Blueprint

Vocabulary is Important-Tank, Tanks, Tankers, Tanked

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Copyright 2014 by Data Blueprint

How one inventory item proliferates data throughout the chain

31

555 Subassemblies & subcomponents

17,659 Repair parts or Consumables

System 1:18,214 Total items75 Attributes/ item

1,366,050 Total attributes

System 247 Total items

15+ Attributes/item720 Total attributes

System 316,594 Total items73 Attributes/item

1,211,362 Total attributes

System 48,535 Total items16 Attributes/item

136,560 Total attributes

System 515,959 Total items22 Attributes/item

351,098 Total attributes

Total for the five systems show above:59,350 Items

179 Unique attributes3,065,790 values

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Copyright 2014 by Data Blueprint 32

• Generates unnecessary costs & negative impacts on operations, including:– Resources are focused on non-value added tasks of maintaining obsolete inventory,

which creates distractions to the agency’s main mission

• Storage– Physical/real estate needed to house items

• Handling– Includes transportation and human resources

dedicated to moving, maintaining, counting and securing outdated inventory

• Opportunity– Inventory could be returned to manufacturer or

sold to free up financial assets for more needed and critical supplies

• Systemic– Cost of inventorying information and maintaing

paper or electronic records which should be used to support mission-critical acquisitions and distribution

• Maintenance– Repairing of expired items

Business Value: Agency units are carrying $1.5 billion worth of expired inventory

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Copyright 2014 by Data Blueprint 33

Would you build a house without an architecture sketch?

Model is the sketch of the system to be built in a project.

Would you like to have an estimate how much your new house is going to cost?

Your model gives you a very good idea of how demanding the implementation work is going to be!

If you hired a set of constructors from all over the world to build your house, would you like them to have a common language?

Model is the common language for the project team.

Would you like to verify the proposals of the construction team before the work gets started?

Models can be reviewed before thousands of hours of implementation work will be done.

If it was a great house, would you like to build something rather similar again, in another place?

It is possible to implement the system to various platforms using the same model.

Would you drill into a wall of your house without a map of the plumbing and electric lines?

Models document the system built in a project. This makes life easier for the support and maintenance!

Why Architectural Models?

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Copyright 2014 by Data Blueprint 34

Architecture Example

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Copyright 2014 by Data Blueprint 35

Poor Quality Foundation

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Copyright 2014 by Data Blueprint 36

What they think they are purchasing!

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Copyright 2014 by Data Blueprint 37

Context Diagrams Show System Boundaries

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Copyright 2014 by Data Blueprint 38

Too Much Detail

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Copyright 2014 by Data Blueprint 39

Web Developers Understand IAhttp://www.jeffkerndesign.com

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Copyright 2014 by Data Blueprint 40

Web Developers Understand IAhttp://www.jeffkerndesign.com

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Copyright 2014 by Data Blueprint 41

Program F

Program E

Program DProgram G

Program H

Program I

Applicationdomain 2Application

domain 3

Database Architecture Focus

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databasearchitecture

engineeringeffort

Data

DataData

Data

Data Data

Data

Focus of asoftware

architectureengineering

effort Program A

Program B

Program C

Program F

Program E

Program DProgram G

Program H

Program I

Applicationdomain 1

Applicationdomain 2Application

domain 3

Data

Focus of a

Data

Data

Copyright 2014 by Data Blueprint 42

Data Architecture Focus has Greater Potential Business Value• Broader focus

than either software architecture or database architecture

• Analysis scope is on the system wide use of data

• Problems caused by data exchange or interface problems

• Architectural goals more strategic than operational

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Copyright 2013 by Data Blueprint

Data Data

Data

Information

Fact Meaning

Request

Strategic Information Use: Prerequisites

[Built on definitions from Dan Appleton 1983]

Intelligence

Strategic Use

1. Each FACT combines with one or more MEANINGS. 2. Each specific FACT and MEANING combination is referred to as a DATUM. 3. An INFORMATION is one or more DATA that are returned in response to a specific REQUEST 4. INFORMATION REUSE is enabled when one FACT is combined with more than one

MEANING.5. INTELLIGENCE is INFORMATION associated with its STRATEGIC USES.6. DATA/INFORMATION must formally arranged into an ARCHITECTURE.

Wisdom & knowledge are often used synonymously

Data

Data

Data Data

43

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Copyright 2014 by Data Blueprint 44

A B

C D

A B

C D

A

D

C

B

How are data structures expressed as architectures?

• Details are organized into larger components

• Larger components are organized into models

• Models are organized into architectures

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Copyright 2014 by Data Blueprint 45

How are Data Models Expressed as Architectures?• Attributes are organized into entities/objects

– Attributes are characteristics of "things"– Entitles/objects are "things" whose information is

managed in support of strategy– Examples

• Entities/objects are organized into models– Combinations of attributes and entities are

structured to represent information requirements– Poorly structured data, constrains organizational

information delivery capabilities– Examples

• Models are organized into architectures– When building new systems, architectures are

used to plan development– More often, data managers do not know what

existing architectures are and - therefore - cannot make use of them in support of strategy implementation

– Why no examples?

More Granular

More Abstract

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Copyright 2014 by Data Blueprint 46

Architectures Comprise a Network of Networks

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Copyright 2014 by Data Blueprint 47

How do data structures support organizational strategy?• Consider the opposite question?

– Were your systems explicitly designed to be integrated or otherwise work together?

– If not then what is the likelihood that they will work well together?

– In all likelihood your organization is spending between 20-40% of its IT budget compensating for poor data structure integration

– They cannot be helpful as long as their structure is unknown

• Two answers– Achieving efficiency and

effectiveness goals

– Providing organizational dexterity for rapid implementation

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Computers

Human resources

Communication facilities

Software

Managementresponsibilities

Policies,directives,and rules

Data

Copyright 2014 by Data Blueprint 48

What Questions Can Architectures Address?• How and why do the

components interact?• Where do they go?• When are they needed?• Why and how will the

changes be implemented?

• What should be managed organization-wide and what should be managed locally?

• What standards should be adopted?

• What vendors should be chosen?

• What rules should govern the decisions?

• What policies should guide the process?

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! ! ! !

Copyright 2014 by Data Blueprint 49

Organizational Needs

become instantiated and integrated into an Data/Information

Architecture

Informa(on)System)Requirements

authorizes and articulates sa

tisfy

spe

cific

org

aniz

atio

nal n

eeds

Data Architectures produce and are made up of information models that are developed in response to organizational needs

Page 50: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

50

Page 51: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

51

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Copyright 2014 by Data Blueprint 52

Less ROT

Technologies

Process

People

Data Leverage

• Permits organizations to better manage their sole non-depleteable, non-degrading, durable, strategic asset - data– within the organization, and – with organizational data exchange partners

• Leverage – Obtained by implementation of data-centric technologies, processes, and human skill

sets– Increased by elimination of data ROT (redundant, obsolete, or trivial)

• The bigger the organization, the greater potential leverage exists

• Treating data more asset-like simultaneously 1. lowers organizational IT costs and 2. increases organizational knowledge worker productivity

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Copyright 2014 by Data Blueprint 53

Conceptual Logical Physical

Validated

Not Validated

Architecture Evolution Framework

Every change can be mapped to a transformation in this framework!

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Copyright 2013 by Data Blueprint

Application-Centric Development

Original articulation from Doug Bagley @ Walmart

54

Data/Information

Network/Infrastructure

Systems/Applications

Goals/Objectives

Strategy• In support of strategy, organizations develop specific goals/objectives

• The goals/objectives drive the development of specific systems/applications

• Development of systems/applications leads to network/infrastructure requirements

• Data/information are typically considered after the systems/applications and network/infrastructure have been articulated

• Problems with this approach:– Ensures data is formed to the applications and

not around the organizational-wide information requirements

– Process are narrowly formed around applications

– Very little data reuse is possible

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Copyright 2014 by Data Blueprint

Data-Centric Development

Original articulation from Doug Bagley @ Walmart

55

Systems/Applications

Network/Infrastructure

Data/Information

Goals/Objectives

Strategy• In support of strategy, the organization develops specific goals/objectives

• The goals/objectives drive the development of specific data/information assets with an eye to organization-wide usage

• Network/infrastructure components are developed supporting organizational data use

• Development of systems/applications is derived from the data/network architecture

• Advantages of this approach:– Data/information assets are developed from an

organization-wide perspective– Systems support organizational data needs

and compliment organizational process flows – Maximum data/information reuse

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Copyright 2014 by Data Blueprint

Why is Data Architecture Important?• Poorly understood

– Data architecture asset value is not well understood

• Inarticulately explained– Little opportunity to obtain learning and

experience• Indirectly experienced

– Cost organizations millions each year in productivity, redundant and siloed efforts

– Example: Poorly thought out software purchases

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Architectural Work ProductComponents may be defined as:

• The intersection of common business functionality and the subsets of the organizational technology and data architectures used to implement that functionality

• Component definition is an important activity because CM2 component engineering is focused on an entire component as an analysis unit. A concrete example of a component might be

– The business processes, the technology and the data supporting organizational human resource benefits operations. This same component could be described simply as the "PeopleSoft™ version 7.5 benefits module implemented on Windows 95." illustrates the integration of the three primary PeopleSoft metadata structures describing the: business processes used to organization the work flow, menu navigation required to access system functionality, and data which when combined with meanings provided by the panels provided information to the knowledge workers.

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Copyright 2014 by Data Blueprint 58

Engineering Standards

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SystemProcess

Process2

Process1

Process3

Subprocess1.1

Subprocess1.2

Subprocess1.3

59

Hierarchical System Functional Decomposition

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Copyright 2014 by Data Blueprint

Level 1 Level 2 Level 3Pay Employment Recruitmentand Selectionpersonnel Personnel Employee relations

administration Employee compensation changesSalary planningClassification and payJob evaluationBenefits administrationHealth insurance plansF lexible spending accountsGroup life insurance

Retirement plansPayroll Payroll administration

Payroll processingPayroll interfaces

Development N/ATrainingadministration

Career planning and skillsinventoryWork group activities

Health andsafety

Accidents and workerscompensationHealth and safety programs

A three-level decomposition of the model views from the governmental pay and personnel scenario

60

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Copyright 2014 by Data Blueprint

H ealth car e system1 Patient administration 1.1 R egistration1.2 Admission1.3 Disposition1.4 Transfer1.5 M edical record1.6 Administration1.7 Patient bi l l ing1.8 Patient affairs1.9 Patient management2 Patient appointments

and sche d ul ing 2.1 Create or maintain

schedules2.2 Appoint patients2.3 R ecord patient encounter2.4 I dentify patient2.5 I dentify health care

provider3 Nursing 3.1 Patient care3.2 Unit management4 Laboratory 4.1 R esults reporting4.2 Specimen processing4.3 R esult entry processing4.4 Laboratory management4.5 Workload support5 Pharmacy 5.1 Unit dose dispensing5.2 Control led Drug

I nventory5.3 Outpatient

6 R adiology 6.1 Schedul ing6.2 E xam processing6.3 E xam reporting6.4 Special interest and

teaching6.5 R adiology workload

reporting7 C l inical dietetics 7.1 E stabl ish parameters7.2 R eceive diet orders8 Order entry and r e sults 8.1 R eporting8.2 E nter and maintain

orders8.3 Obtain results8.4 R eview patient

information8.5 C l inical desktop9 System management 9.1 Logon and security

management9.2 Archive run

M anagement9.3 Communication software9.4 M anagement9.5 Site management10 Faci l ity qual ity assurance 10.1 Provider credential ing10.2 M onitor and evaluation

A relatively complex model

view decomposition

61

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DSS

"Governors"

Taxpayers Clients

Vendors Program Deliver

62

Data model is comprised of model views

DSS Strategic Data Model Taxpayer view Client view Governance view Program Delivery view Vendor view

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Copyright 2014 by Data Blueprint

Taxpayer viewPayments Taxpayers

SocialServicePrograms

TaxpayerBenefits

63

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Client viewPayments

Clients ClientBenefits

LocalWellfareAgencies

64

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Governance viewPayments

SocialServicePrograms

GovernmentalResources

Governance Governments

State Boardof SocialServices

PolicyApproval

65

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SocialServicePrograms

Clients

ServiceDeliveryPartners

LocalWellfareAgencies

66

Program Delivery view

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Copyright 2014 by Data Blueprint

Payments

SocialServicePrograms

Clients

LocalWellfareAgencies

GoodsandServices

Vendors

67

Vendor view

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Copyright 2014 by Data Blueprint

GovernmentalResources

Governance Governments Payments Taxpayers

State Boardof SocialServices

SocialServicePrograms

Clients ClientBenefits

TaxpayerBenefits

PolicyApproval

ServiceDeliveryPartners

LocalWellfareAgencies

GoodsandServices

Vendors

68

DSS Strategic Level Data Model

Page 69: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

69

Page 70: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

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Copyright 2014 by Data Blueprint 71

Challenge

Package Implementation Example• "Green screen" legacy system to be replaced with Windows Icons

Mice Pointers (WIMP) interface; and• Major changes to operational processes

– 1 screen to 23 screens

• Management didn't think workforce could adjust to simultaneous changes– Question: "How big a change will it be to replace all instances of

person_identifier with social_security_number?"

• Answer: – (from "big" consultants) "Not a very big change."

Page 72: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint

Home Page

Business Process Name

Business Process Component

Business Process Component Step

72

PeopleSoft Process Metadata

Home Page Name

(relates to one or more)

Business Process Name

(relates to one or more)

Business Process Component Name

(relates to one or more)

Business Process Component Step Name

Page 73: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint 73Example Query Outputs

Page 74: Data-Ed: Data Architecture Requirements

Home Page NameBusiness Process NameBusiness Process Component NameBusiness Process Component Step Name

Peoplesoft Metadata Structure

Copyright 2014 by Data Blueprint

processes(39)

homepages(7)

menugroups(8)

components(180)

stepnames(822)

menunames(86)

panels(1421)

menuitems(1149)

menubars(31)

fields(7073)

records(2706)

parents(264)

reports(347)

children(647)

(41) (8)

(182)

(847)

(949)

(86)

(281)

(1259)(1916)

(5873)(264)

(647)(708)(647)

(25906)

(347)

74

Peop

leso

ft M

etad

ata

Stru

ctur

e

Page 75: Data-Ed: Data Architecture Requirements

QuantitySystem Component

Time to make change Labor Hours

1,400 Panels 15 minutes 350

1,500 Tables 15 minutes 375

984 Business process component steps 15 minutes 246

Total 971

X $200/hour $194,200

X 5 upgrades $1,000,000

Copyright 2014 by Data Blueprint 75

Business Value - Better Decisions

Page 76: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

76

Page 77: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

77

Page 78: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint 78

A National Cancer Institute• This Virginia cancer center is a

leader in shaping the fight against cancer

• Over 500 researchers and staff tend to over 12,000 patients annually

• This requires robust information management and analytical services

• The problem: It takes 1 month to run a report on an incident, i.e. a patient’s hospital visit that shows all touch points

Page 79: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint

Other Departments

SQLSQLSAS

Cancer Registry

ClaimsDatabase

File Export

Physician Invoices

Patient(Hospital)

Patient(Physician)

Patient(Registry)

Billing Data(Hospital)

Billing Data(Physician)

Diagnoses(Hospital)

Diagnoses(Physician)

Diagnoses(Registry)

Physicians(Hospital)

Physicians(Physician)

Access

SQL

SQL

SAS

SQL

Excel

Excel

Hospital Claims Text

Files FTP FTP

Text Files

FTP orEmail

WordWordWord

Current State Assessment

Page 80: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint

Other Departments

SSIS

Cancer Registry

Hospital Claims

Staging

SSIS

Physician Invoices

PatientDemographics

Billing Data(Hospital)

Billing Data(Physician)

Diagnoses(Hospital)

Diagnoses(Physician)

Diagnoses(Registry)

Physicians(Hospital)

Physicians(Physician)

SSIS

SSIS

Consolidated/Sandbox

SSIS SSAS

Patient(Consolidated)

RPT

Physicians(Consolidated)

Diagnoses(Consolidated)

SSRS

SharePoint

Excel

Email

One-off reports

Reusable reports

Conceptual Target Architecture

Page 81: Data-Ed: Data Architecture Requirements

0

25

50

75

100

Current Improved

Copyright 2013 by Data Blueprint

Reversing The Measures

• Currently:– Analysts spend 80% of their time manipulating data and 20% of their time

analyzing data– Hidden productivity bottlenecks

• After rearchitecting:– Analysts spend less time manipulating data and more of their time analyzing data– Significant improvements in knowledge worker productivity

81

Manipulation Analysis

A 20% improvement results in a doubling of productivity!

Page 82: Data-Ed: Data Architecture Requirements

Copyright 2013 by Data Blueprint

Results: It is not always about money• Solution:

– Integrate multiple databases into one to create holistic view of data

– Automation of manual process

• Results:– Data is passed safely and effectively– Eliminate inconsistencies,

redundancies, and corruption– Ability to cross-analyze– Significantly reduced turnaround time

for matching patients with potential donor -> increased potential to make life-saving connection in a manner that is faster, safer and more reliable

– Increased safe matches from 3 out of 10 to 6 out of 10

82

Page 83: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

83

Page 84: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

84

Page 85: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint

EngineeringArchitecture

85

Engineering/Architecting Relationship• Architecting is used to

create and build systems too complex to be treated by engineering analysis alone

• Architects require technical details as the exception

• Engineers develop the technical designs

• Craftsman deliver components supervised by:– Building Contractor– Manufacturer

Page 86: Data-Ed: Data Architecture Requirements

USS Midway & Pancakes

Copyright 2014 by Data Blueprint 86

What is this?

• It is tall• It has a clutch• It was built in 1942• It is still in regular use!

Page 87: Data-Ed: Data Architecture Requirements

Copyright 2014 by Data Blueprint

Improving Data Quality during System Migration

87

• Challenge– Millions of NSN/SKUs

maintained in a catalog– Key and other data stored in

clear text/comment fields– Original suggestion was manual

approach to text extraction– Left the data structuring problem unsolved

• Solution– Proprietary, improvable text extraction process– Converted non-tabular data into tabular data– Saved a minimum of $5 million– Literally person centuries of work

Page 88: Data-Ed: Data Architecture Requirements

Unmatched Items

Ignorable Items

Items Matched

Week # (% Total) (% Total) (% Total)1 31.47% 1.34% N/A2 21.22% 6.97% N/A3 20.66% 7.49% N/A4 32.48% 11.99% 55.53%… … … …14 9.02% 22.62% 68.36%15 9.06% 22.62% 68.33%16 9.53% 22.62% 67.85%17 9.50% 22.62% 67.88%18 7.46% 22.62% 69.92%

Copyright 2014 by Data Blueprint

Architecture Derived: Diminishing Returns Determination

88

Page 89: Data-Ed: Data Architecture Requirements

Time needed to review all NSNs once over the life of the project:Time needed to review all NSNs once over the life of the project:NSNs 2,000,000Average time to review & cleanse (in minutes) 5Total Time (in minutes) 10,000,000

Time available per resource over a one year period of time:Time available per resource over a one year period of time:Work weeks in a year 48Work days in a week 5Work hours in a day 7.5Work minutes in a day 450Total Work minutes/year 108,000

Person years required to cleanse each NSN once prior to migration:Person years required to cleanse each NSN once prior to migration:Minutes needed 10,000,000Minutes available person/year 108,000Total Person-Years 92.6

Resource Cost to cleanse NSN's prior to migration:Resource Cost to cleanse NSN's prior to migration:Avg Salary for SME year (not including overhead) $60,000.00Projected Years Required to Cleanse/Total DLA Person Year Saved 93Total Cost to Cleanse/Total DLA Savings to Cleanse NSN's: $5.5 million

Copyright 2014 by Data Blueprint 89

Quantitative Benefits

Page 90: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

90

Page 91: Data-Ed: Data Architecture Requirements

• Context: Data Management/DAMA/DM BoK/CDMP?

• What is Data/Information Architecture?

• Why is Data/Information Architecture Important?

• Data Engineering/Leverage

• Example: Software Package Implementation

• Example: Donation Center Processing

• Example: Text Mining/Analytics

• Take Aways, References & Q&A

Copyright 2013 by Data Blueprint

Data Architecture Requirements

91

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Copyright 2014 by Data Blueprint 92

Take Aways• What is an information architecture?

– A structure of data-based information assets supporting implementation of organizational strategy

– Most organizations have data assets that are not supportive of strategies - i.e., information architectures that are not helpful

– The really important question is: how can organizations more effectively use their information architectures to support strategy implementation?

• What is meant by use of an information architecture?– Application of data assets towards organizational strategic objectives– Assessed by the maturity of organizational data management practices – Results in increased capabilities, dexterity, and self awareness– Accomplished through use of data-centric development practices (including

taxonomies, stewardship, and repository use)

• How does an organization achieve better use of its information architecture?– Continuous re-development; the starting point isn't the beginning– Information architecture components must typically be reengineered – Using an iterative, incremental approach, typically focusing on one component at a

time and applying formal transformations

Page 93: Data-Ed: Data Architecture Requirements

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Copyright 2014 by Data Blueprint

Questions?

94

+ =