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Mastering Information Architecture
Helen Sun
Director and Oracle Enterprise Architect
Oracle Corporation
Oracle Enterprise Architecture
Oracle Enterprise Architecture
© 2011 Oracle Corporation – Proprietary and Confidential 2
Your Oracle Host
Helen Sun, Ph.D.Director
Oracle Enterprise Architect
© 2011 Oracle Corporation – Proprietary and Confidential 3
The following is intended to outline our general product
direction. It is intended for information purposes only, and may
not be incorporated into any contract. It is not a commitment to
deliver any material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any features or
functionality described for Oracle’s products remain at the sole
discretion of Oracle.
© 2011 Oracle Corporation – Proprietary and Confidential 4
Agenda
• Information Architecture Challenges
• Applying an EA Approach
• Customer Case Study
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
Mastering
Information
Architecture
© 2011 Oracle Corporation – Proprietary and Confidential 6
Value of Corporate DataStill Not Fully Realized
80%
Significantly improve their ability to react
quickly to market
changes and improve
customer service
50%
Help their company grow
revenues
63%
Biggest challenge is sharing data across the enterprise
15%
Have applied best practices
using data strategically
22%
Frontline managers have access to data
© 2011 Oracle Corporation – Proprietary and Confidential 7
Difficulty in Predicting Future Outcomes
How Far Out Can You Forecast?
11%
19%
39%
31%
3 Quarters or More
2 Quarters
1 Quarter
Less than 2 Weeks
© 2011 Oracle Corporation – Proprietary and Confidential 8
Data Silos Inhibit Effective Collaboration
• Delayed, inaccurate reporting
• Conflicting, department-biased results
Sales
Data
Marketing Operations FinanceSales
Analyses, ReportsExecutives
IT
• Lack of business performance insight
• Sub-optimal enterprise performance
Operations
Data 1
Finance
Data N
Finance
Data 1
Operations
Data N
DataWarehouse
Marketing
Data
© 2011 Oracle Corporation – Proprietary and Confidential 9
Many Opposing Forces in EIM
Unified
Theory
of
Everything
Quality
Storage
Governance
Politics
Structured
Unstructured
BI Tools
Security
Privacy
Performance
Master Data
Reference Data
Consistency
Warehouses
Data Marts
Excel
Process Evolution
Integrity
Accuracy
Lineage
Manageability
Metadata
Real-Time
© 2011 Oracle Corporation – Proprietary and Confidential 10
Many Opposing Forces in EIMBusiness View
Unified
Theory
of
Everything
Better
NOW!
More
Faster
© 2011 Oracle Corporation – Proprietary and Confidential 11
What Can We Do?Challenges of Information Architecture
• Users
• Tools
• Integration
• Quality
• Consolidation
• Governance
© 2011 Oracle Corporation – Proprietary and Confidential 12
Agenda
• Information Architecture Challenges
• Applying an EA Approach
• Customer Case Study
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
Mastering
Information
Architecture
© 2011 Oracle Corporation – Proprietary and Confidential 13
Oracle’s Practical Approach
Reduces Risk, Accelerates Results
• Driven by business strategy
• Iterative, agile EA approach
• Aligns with customer and
industry frameworks
– Leverage best practice business
models and reference
architectures
– Achieve sustainable results with
pragmatic governance
Oracle ArchitectureDevelopment Process
Oracle Enterprise Architecture Framework
© 2011 Oracle Corporation – Proprietary and Confidential 14
Oracle’s Practical Approach
Reduces Risk, Accelerates Results
Oracle ArchitectureDevelopment Process
Oracle Enterprise Architecture Framework
Information Architecture Components
© 2011 Oracle Corporation – Proprietary and Confidential 15
ContentManagement
Services
BusinessIntelligence
Services
CollaborationServices
TransactionProcessing
Services
Application and Data Services
Industry Process Models
Oracle’s IA Product StrategyComprehensive Best-of-breed, Integrated Approach for Managing & Unifying Information
Oracle MDM
Oracle Data Integration Suite
ETL/ELT CDC Data Federation Data Replication
Product Data Quality
Customer Hub Product Hub
Customer Data Quality
EIM Infrastructure
Oracle EPM/BI
Oracle DRM
BI Server Foundation
EP
M a
pp
licati
on
s
BI ap
pli
cati
on
s
OLTPSystem
Files and Content Management
Data Warehouse/Data Mart
OLAP Cube
Supplier Hub
Pre
dic
tive A
na
lyti
cs
Custom HubFinancial Hub
Web 2.0
Infrastructure Services
Web and Event Services, SOA
Storage
Backup, Recovery, Archiving Data Encryption, Access HA, Disaster Recovery
Identity Management Access Management ProvisioningEntitlements Directory Services
Me
tad
ata
Ma
na
ge
me
nt,
Bu
sin
es
s R
ule
s, P
oli
cie
s,
Go
vern
an
ce a
nd
IL
M
© 2011 Oracle Corporation – Proprietary and Confidential 16
Agenda
• Information Architecture Challenges
• Applying an EA Approach
• Customer Case Study
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
Mastering
Information
Architecture
© 2011 Oracle Corporation – Proprietary and Confidential 17
Case Study: Financial Services
Portfolio Rationalization Scope: Re-engineering the Core Information Architecture
• Reduce closing cycle from 35-50 days
• Complete re-engineering of processes
• Ensure data reliability & governance
• Provide basis for agility and innovation
Business Goals
• Hardcoded accounting rules
• Complex, heterogeneous portfolio
• No centralized data quality strategy
• Never rationalized portfolio
Challenges
© 2011 Oracle Corporation – Proprietary and Confidential 18
Architecture VisionBusiness Strategy Map
Oracle ArchitectureDevelopment Process
EA Best Practice
Clarity of Scope and Constraints
Architecture
Vision
© 2011 Oracle Corporation – Proprietary and Confidential 19
Architecture VisionInformation Architecture Principles
Information
as an Asset
Information needs to be managed and
treated the same way as physical asset.
Value and Risk
Classification
A classification of an information asset’s
value and risk should be the foundation
on which its management and
governance is based.
Single Version
of Truth
Data should only be collected once
electronically within a single interface,
and shared across systems.
Minimum Quality Quality requirement needs to be set for
information assets.
Information has
Authoritative
Sources
All business data needs to have an
authoritative source.
Information
Security
Information needs to be secure
throughout its lifecycle.
Information
Accessibility
Information is accessible for users to
perform their functions.
Data
Stewardship
Every data item has one person or role
as ultimate custodian.
Metadata Driven Information architecture needs to be
metadata driven.
Measurement
for Quality
Quality of data will be measured.
Oracle ArchitectureDevelopment Process
Architecture
Vision
Principle Description
EA Best Practice
Principles enable creativity & buy-in
without onerous mandates
© 2011 Oracle Corporation – Proprietary and Confidential 20
Current StateBusiness / Technical Data Context Diagram
Oracle ArchitectureDevelopment Process
Current
State
EA Best Practice
Maintain business context
© 2011 Oracle Corporation – Proprietary and Confidential 21
Current StateBusiness Process – Information Map
Oracle ArchitectureDevelopment Process
Current
State
EA Best Practice
Maintain business context
© 2011 Oracle Corporation – Proprietary and Confidential 22
Current StateComposite View
Oracle ArchitectureDevelopment Process
Current
State
EA Best Practice
Think holistically about the
cost and complexity of change
© 2011 Oracle Corporation – Proprietary and Confidential 23
Future StateBusiness / Technical Data Context Diagram
Oracle ArchitectureDevelopment Process
Future
State
EA Best Practice
Do not be 100% aspirational
© 2011 Oracle Corporation – Proprietary and Confidential 24
Future StateBusiness Process – Information Map
Oracle ArchitectureDevelopment Process
Future
State
EA Best Practice
Business impact of new architecture
© 2011 Oracle Corporation – Proprietary and Confidential 25
Future StateComposite View
Oracle ArchitectureDevelopment Process
Future
State
EA Best Practice
It’s never about the picture!
© 2011 Oracle Corporation – Proprietary and Confidential 26
Strategic RoadmapCapability Implementation Timelines
Oracle ArchitectureDevelopment Process
Strategic
Roadmap
EA Best Practice
Focus on the Value: Capability Realized
© 2011 Oracle Corporation – Proprietary and Confidential 27
Strategic RoadmapImplementation Options
Oracle ArchitectureDevelopment Process
Strategic
Roadmap
EA Best Practice
Balance Business Value & Feasibility
© 2011 Oracle Corporation – Proprietary and Confidential 28
Governance
Oracle ArchitectureDevelopment Process
EA
Governance
EA Best Practice
Institutionalize Accountability and Transparency
© 2011 Oracle Corporation – Proprietary and Confidential 29
Business Case
Oracle ArchitectureDevelopment Process
Business
Case
EA Best Practice
Revisit often to stay on track
© 2011 Oracle Corporation – Proprietary and Confidential 30
Agenda
• Information Architecture Challenges
• Applying an EA Approach
• Customer Case Study
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
Mastering
Information
Architecture
© 2011 Oracle Corporation – Proprietary and Confidential 31
Risk of Lack of Business Alignment
Organizational Risk
Risk of Improper Resource and Staffing
Risk of Unintended Use of Tools
Risk of Underestimating Volume and Growth
List of Potential Risks
© 2011 Oracle Corporation – Proprietary and Confidential 32
Data Governance Maturity ModelMaturity and Adoption
None
Initial
Managed
Standardized
Advanced
Optimized Maturity
Level
None Cross
Divisional
Enterprise
Wide
Division
Level
Project
Level
Governance Adoption Level
Explore
Expand
Transform
Program
Level
© 2011 Oracle Corporation – Proprietary and Confidential 33
Expand
Increasing scale, repeatability;implementing data services
dealing with change & sophistication
Transform
Ensuring sustainabilityfederated solutions
optimized and maintained
Governance ActivityThree phases in governance activity as Maturity Increases
GovernanceModel
Organization
Data Solution &Service Portfolio
Scope
Data MgmtInfrastructure
BusinessEngagement
Explore
Reuse
BusinessBenefit
Maturity
Getting started, laying foundationsdevelop center of excellenceshow early business benefit.
© 2011 Oracle Corporation – Proprietary and Confidential 34
Data Governance Best Practices
• Take a holistic approach but start small
• Obtain executive sponsorship
• Define data stewardship early on
• Establish quantifiable benefits by building business case
• Establish, collect, and report on metrics to measure the
progress
• Link and build in incentives to award and re-enforce
participation
© 2011 Oracle Corporation – Proprietary and Confidential 35
Mastering Information Architecture
• Taking an EA Approach
• Leveraging EA Best Practices
• Proactive Risk Management
• Iterative Data Governance
© 2011 Oracle Corporation – Proprietary and Confidential 36
How Oracle Can HelpLeverage Oracle’s Portfolio of EA Assets
People
Certified Architects,Experienced Advisors
Process
Practical Approach,Proven Methodology
Portfolio
Best Practices,Proven EA Artifacts
© 2011 Oracle Corporation – Proprietary and Confidential 37
• Visit the Oracle Technology Network (OTN) Architect Center on oracle.com
– www.oracle.com/goto/EA-Welcome
• Use our EA & Architecture Artifacts– www.oracle.com/goto/itstrategies
• Blog along with our Oracle Enterprise Architects at blogs.oracle.com
• Attend Oracle EA and Architect Events
• Learn about Oracle EA Services– www.oracle.com/goto/EA-Services
To Learn More