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UML & Data Modeling: When Does it Make Sense? Donna Burbank, Global Data Strategy Ltd. With Guest Presenters: Norman Daoust, Daoust Associates Mike Blaha, Modelsoft Consulting Corp Lessons in Data Modeling DATAVERSITY Series September 22 nd , 2016

LDM Webinar: UML for Data Modeling – When Does it Make Sense?

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UML & Data Modeling: When Does it Make Sense?Donna Burbank, Global Data Strategy Ltd.With Guest Presenters:

• Norman Daoust, Daoust Associates

• Mike Blaha, Modelsoft Consulting Corp

Lessons in Data Modeling DATAVERSITY Series September 22nd , 2016

Global Data Strategy, Ltd. 2016

Donna Burbank

Donna is a recognised industry expert in information management with over 20 years of experience in data strategy, information management, data modeling, metadata management, and enterprise architecture. Her background is multi-faceted across consulting, product development, product management, brand strategy, marketing, and business leadership.

She is currently the Managing Director at Global Data Strategy, Ltd., an international information management consulting

company that specialises in the alignment of business drivers with data-centric technology. In past roles, she has served in key brand strategy and product management roles at CA Technologies and Embarcadero Technologies for several of the leading data management products in the market.

As an active contributor to the data management community, she is a long time DAMA International member and is the President of the DAMA Rocky Mountain chapter. She was also on the review committee for the Object Management Group’s Information Management Metamodel (IMM) and a member of the OMG’s Finalization Taskforce for the Business Process Modeling Notation (BPMN).

She has worked with dozens of Fortune 500 companies worldwide in the

Americas, Europe, Asia, and Africa and speaks regularly at industry conferences. She has co-authored two books: Data Modeling for the Business and Data Modeling Made Simple with ERwin Data Modeler and is a regular contributor to industry publications such as DATAVERSITY, EM360, & TDAN. She can be reached [email protected] is based in Boulder, Colorado, USA.

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Follow on Twitter @donnaburbankToday’s hashtag: #LessonsDM

Global Data Strategy, Ltd. 2016

Norman Daoust

Norman Daoust helps organizations produce better project results by utilizing data modeling and

UML modeling. Clients of his consulting company, Daoust Associates, www.DaoustAssociates.com,

include healthcare provider networks, healthcare software vendors, large national government

organizations, and a large international software company. His book on UML modeling is UML

Requirements Modeling for Business Analysts. He was a major contributor to the healthcare industry

standard data model, the Health Level Seven Reference Information Model (HL7 RIM). Norman is a

frequent speaker at national and regional conferences including the Data Modeling Zone. He has

served on the board of directors of the New England Chapter of the Data Management Association

(DAMA) for more than ten years. For some reason Norman thrives on modeling and integration

projects and tasks that most other people avoid!

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Global Data Strategy, Ltd. 2016

Michael Blaha

Michael Blaha is a consultant and trainer who specializes in conceiving, architecting, modeling,

designing and tuning databases. He has worked with dozens of organizations around the world. Blaha

has authored seven U.S. patents, seven books, many articles, and two video courses. His most recent

publication is the Agile Data Warehouse Design video course from Infinite Skills. He received his

doctorate from Washington University in St. Louis, and is an alumnus of GE Global Research in

Schenectady, New York. You can find more information with his LinkedIn profile or at

superdataguy.com.

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Global Data Strategy, Ltd. 2016

Lessons in Data Modeling Series

• July 28th Why a Data Model is an Important Part of your Data Strategy

• August 25th Data Modeling for Big Data

• September 22nd UML for Data Modeling – When Does it Make Sense?

• October 27th Data Modeling & Metadata Management

• December 6th Data Modeling for XML and JSON

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This Year’s Line Up

Global Data Strategy, Ltd. 2016

Agenda

• ER vs. UML: When to Use Each?

• Real World Case Studies for Data Modeling with UML

• UML for the Business Audience – Pros and Cons

• UML for Database Design – Pros and Cons

• UML in the Industry: Where It’s Been and Where It’s Headed

• Summary & Questions

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What we’ll cover today

Global Data Strategy, Ltd. 2016

E/R vs. UML: When to Use Each?

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Find a Fit for Purpose Solution

work for /

employEmployee Department

Full Time Staff SubcontractorPart Time Staff

• When most data architects think of data modeling, they think of Entity-Relationship modeling. But other notations exist for data modeling, and the UML has for many years been used by application developers and enterprise architects to describe data-centric systems.

• Is the divide simply a cultural one, then, with the E/R and UML “camps” choosing sides? Or are there key technological difference to choose one notation over the other?

* From Data Modeling for the Business, Steve Hoberman, Donna Burbank and Chris Bradley, Technics Publications, LLC

Global Data Strategy, Ltd. 2016

Levels of Data Modeling

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Conceptual

Logical

Physical

Purpose

Communication & Definition of Business Terms & Rules

Clarification & Detail of Business Rules &

Data Structures

TechnicalImplementation on a Physical Database

Audience

Business Stakeholders

Data ArchitectureBusiness Analysts

DBAsDevelopers

Business Concepts

Data Entities

Physical Tables

Global Data Strategy, Ltd. 2016

UML for the Business Audience – Pros and Cons

• Pros• More concise data model

• Includes more than data models (e.g., state models, process models and use case diagrams)

• Easier to understand notation for business stakeholder without previous exposure

• Can bridge the gap between different audiences

• Business experts, database staff, programmers

• Can defer database details

• This leads to a simpler data model

• Can summarize complex technical functionality such as SOA services

• Good for both abstract and complex models

• Cons• Not intuitive for all business users – can be seen as too technical

• Requires a UML tool (e.g. rather than PowerPoint)

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Global Data Strategy, Ltd. 2016

Examples of UML for Business Audience

• Enterprise data model for Avelo (a UK financial software vendor)

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class Top-Lev el Enterprise Data Model

PartyLedger Activ ity

ProductHolding

Document

FinancialScenario

*

0..1

*

*

*

**

* *

*

*

*

* *

* 0..1

*0..1

* *

*0..1

* 1

Global Data Strategy, Ltd. 2016

Examples of UML for Business Audience • Model for evaluating the economics of different kinds of vehicle propulsion

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Global Data Strategy, Ltd. 2016

Examples of UML for Business Audience

• Virginia Department of Motor Vehicles (from sparxsystems.com)

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Global Data Strategy, Ltd. 2016

Examples of UML for Business Audience – Class Diagram • Model for US healthcare insurance

(Class diagram)

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class US healthcare insurance

US healthcare insurance

UML class model fragment

analysis model

healthcare benefit plan

name: name-other

member policy

member number: idstart effective date: dateend effective date: date

employer group plan

name: name-other

payor

name: name-org

national payor

name: name-org

is affiliate of 0..1

has affiliates 1..*

is instance of 1

has instances 0..*

is instance of

1 is marketed as

0..*

is offered by 1

offers 1..*

Global Data Strategy, Ltd. 2016

Examples of UML for Business Audience – Object Diagram • Model for US healthcare

insurance (Object diagram)

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object US healthcare insurance

US healthcare insurance

UML object diagram

analysis model

Green Star: national payor

name = Green Star Insurance

Green Star - CO: payor

name = Green Star of Colorado

The Best: healthcare benefit plan

name = Best Benefits - Platinum Plan

:employer group plan

name = Hiccup Hostels

:employer group plan

name = Heavenly Hotels

Helen: member

name = Helen Hottentotmember number = 53216

Hillary: member

name = Hillary Hinklemember number = 27689

Helen's: healthcare insurance policy

start effective date = 1/1/2015end effective date = 12/31/2015

Hillary's: healthcare insurance policy

start effective date = 6/1/2016end effective date = 5/30/2017

Global Data Strategy, Ltd. 2016

Real World Uses for Data Modeling with UML

• What are some additional real-world scenarios where UML can be used successfully in an organization?• For Business Users?

• For Technical Users?

• What is the business value that can be shown?

• Any industry verticals that are more suited than others?

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Global Data Strategy, Ltd. 2016

UML for Database Design – Pros and Cons

• Pros• When using UML for other model types, you can also use it for database design

• Many UML tools have database capabilities

• Cons• The database capabilities of UML tools are much inferior to conventional database tools

• Inflexible designs

• Lack of DBA functionality

• UML tools do not address the needs of DBAs

• The UML notation is foreign to some database developers (although their numbers are dwindling)

• The UML overemphasizes programming jargon which is off-putting to many database staff

• The UML standards community paid little attention to database needs

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Global Data Strategy, Ltd. 2016

Examples of UML for Database Design

• Excerpt of a data model for syndicated loans

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Global Data Strategy, Ltd. 2016

Examples of UML for Database Design

• Air traffic design (from sparxsystems.com)

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Global Data Strategy, Ltd. 2016

UML in the Industry

• Where do you see UML headed in the industry?• New applications emerging?

• Traditional uses continuing?

• New users?

• Are there guidelines for what’s a suitable vs. non-suitable application?

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Where It’s Been and Where It’s Headed

Global Data Strategy, Ltd. 2016

Summary

• Use UML for business analysis purposes

• Use UML when appropriate for the model’s target audience

• Use UML when that is the preferred notation of the organization or tool available

• Use E/R notation when the target audience is database administrators and for physical data models

Global Data Strategy, Ltd. 2016

References

• A UML Profile for Data Modeling, Scott Ambler, www.agiledata.org/essays/umlDataModelingProfile.html

• Data Modeling for the Business, Steve Hoberman, Donna Burbank and Chris Bradley, Technics Publications, LLC

• UML and Data Modeling: A Reconciliation, David Hay, Technics Publications, LLC

• UML Database Modeling Workbook, Michael Blaha, Technics Publications, LLC

• UML Requirements Modeling for Business Analysts, Norman Daoust, Technics Publications, LLC

• UML tools list: en.wikipedia.org/wiki/List_of_UML_tools, list of UML modeling tools

Global Data Strategy, Ltd. 2016

About Global Data Strategy, Ltd

• Global Data Strategy is an international information management consulting company that specializes in the alignment of business drivers with data-centric technology.

• Our passion is data, and helping organizations enrich their business opportunities through data and information.

• Our core values center around providing solutions that are:• Business-Driven: We put the needs of your business first, before we look at any technology solution.• Clear & Relevant: We provide clear explanations using real-world examples.• Customized & Right-Sized: Our implementations are based on the unique needs of your organization’s

size, corporate culture, and geography. • High Quality & Technically Precise: We pride ourselves in excellence of execution, with years of

technical expertise in the industry.

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Data-Driven Business Transformation

Business StrategyAligned With

Data Strategy

Visit www.globaldatastrategy.com for more information

Global Data Strategy, Ltd. 2016

Contact InfoDonna Burbank

• Email: [email protected]

• Twitter: @donnaburbank

@GlobalDataStrat

• Website: www.globaldatastrategy.com

• Company Linkedin: https://www.linkedin.com/company/global-data-strategy-ltd

• Personal Linkedin: https://www.linkedin.com/in/donnaburbank

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Mike Blaha

• Email: [email protected]

• Twitter: @michaelrblaha

• Website: www.superdataguy.com

• LinkedIn: https://www.linkedin.com/in/mikeblaha

Norman Daoust

• Email: [email protected]

• Website: www.DaoustAssociates.com

Global Data Strategy, Ltd. 2016

Lessons in Data Modeling Series

• July 28th Why a Data Model is an Important Part of your Data Strategy

• August 25th Data Modeling for Big Data

• September 22nd UML for Data Modeling – When Does it Make Sense?

• October 27th Data Modeling & Metadata Management

• December 6th Data Modeling for XML and JSON

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Join us next month

Global Data Strategy, Ltd. 2016

Questions?

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Thoughts? Ideas?