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Presented by Peter Aiken, Ph.D.
Data Architecture Requirements
Bryan Hogan, CDMP
• Data Consultant
• Certified Data
Management
Professional
• Experience in ….
– Organizational Data
Management Assessments
– Data Strategy Development
– ETL Process Development
– Reporting Solutions
– Software Development
• Worked in ….
– Healthcare
– Non-Profit
– Finance
2Copyright 2016 by Data Blueprint Slide #
Peter Aiken, Ph.D.
• 30+ years in data management
• Repeated international recognition
• Founder, Data Blueprint (datablueprint.com)
• Associate Professor of IS (vcu.edu)
• DAMA International (dama.org)
• 9 books and dozens of articles
• Experienced w/ 500+ data
management practices
• Multi-year immersions:
– US DoD (DISA/Army/Marines/DLA)
– Nokia
– Deutsche Bank
– Wells Fargo
– Walmart
– …
• DAMA International President 2009-2013
• DAMA International Achievement Award 2001 (with
Dr. E. F. "Ted" Codd
• DAMA International Community Award 2005
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
The Case for the
Chief Data Officer
Recasting the C-Suite to Leverage
Your MostValuable Asset
Peter Aiken and
Michael Gorman
3Copyright 2016 by Data Blueprint Slide #
We believe ...
Data 

Assets
Financial 

Assets
Real

Estate Assets
Inventory
Assets
Non-
depletable
Available for
subsequent
use
Can be 

used up
Can be 

used up
Non-
degrading √ √ Can degrade

over time
Can degrade

over time
Durable Non-taxed √ √
Strategic
Asset √ √ √ √
• Today, data is the most powerful, yet underutilized and poorly
managed organizational asset
• Data is your
– Sole
– Non-depletable
– Non-degrading
– Durable
– Strategic
• Asset
– Data is the new oil!
– Data is the new (s)oil!
– Data is the new bacon!
• Our mission is to unlock business value by
– Strengthening your data management capabilities
– Providing tailored solutions, and
– Building lasting partnerships
4Copyright 2016 by Data Blueprint Slide #
Asset: A resource controlled by the organization as a result of past events or transactions and from which
future economic benefits are expected to flow [Wikipedia]
5Copyright 2016 by Data Blueprint Slide #
Data Architecture Requirements
• Context: Data Management/DAMA/DM BoK/CDMP?
• What is Data/Information Architecture?
• Why is Data/Information Architecture Important?
• Data Engineering/Leverage
• NGO Data Architecture Case Study
• Take Aways, References & Q&A
You can accomplish Advanced
Data Practices without
becoming proficient in the
Foundational Data
Management Practices
however this will:
• Take longer
• Cost more
• Deliver less
• Present 

greater

risk
(with thanks to Tom DeMarco)
Data Management Practices Hierarchy
Advanced 

Data 

Practices
• MDM
• Mining
• Big Data
• Analytics
• Warehousing
• SOA
Foundational Data Management Practices
Data Platform/Architecture
Data Governance Data Quality
Data Operations
Data Management Strategy
Technologies
Capabilities
Copyright 2016 by Data Blueprint Slide # 6
Data$Management$
Strategy
Data Management Goals
Corporate Culture
Data Management Funding
Data Requirements Lifecycle
Data
Governance
Governance Management
Business Glossary
Metadata Management
Data
Quality
Data Quality Framework
Data Quality Assurance
Data
Operations
Standards and Procedures
Data Sourcing
Platform$&$
Architecture
Architectural Framework
Platforms & Integration
Supporting$
Processes
Measurement & Analysis
Process Management
Process Quality Assurance
Risk Management
Configuration Management
Component Process$Areas
DMM℠ Structure of 

5 Integrated 

DM Practice Areas
Data architecture
implementation
Data 

Governance
Data 

Management

Strategy
Data 

Operations
Platform

Architecture
Supporting

Processes
Maintain fit-for-purpose data,
efficiently and effectively
7Copyright 2016 by Data Blueprint Slide #
Manage data coherently
Manage data assets professionally
Data life cycle
management
Organizational support
Data 

Quality
The DAMA Guide to the Data Management Body of Knowledge
8Copyright 2016 by Data Blueprint Slide #
Data Management Functions
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
• Organized around
several environmental
elements
Data Architecture Management
9Copyright 2016 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
10Copyright 2016 by Data Blueprint Slide #
Data Architecture Requirements
• Context: Data Management/DAMA/DM BoK/CDMP?
• What is Data/Information Architecture?
• Why is Data/Information Architecture Important?
• Data Engineering/Leverage
• NGO Data Architecture Case Study
• Take Aways, References & Q&A
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.
11Copyright 2016 by Data Blueprint Slide #
Architecture
Architectures: here, whether you like it or not
12Copyright 2016 by Data Blueprint Slide #
deviantart.com
• All organizations
have architectures
– Some are better
understood and
documented (and
therefore more
useful to the
organization) than
others
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
13Copyright 2016 by Data Blueprint Slide #
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
14Copyright 2016 by Data Blueprint Slide #
Organizational

Architectures
• Amazon
– Traditional
structure
• Google
– Team of 3
• Facebook
– Do you really have
a structure?
• Microsoft
– Eliminate their own
products
• Apple
– Everything
revolves around
one individual
• Oracle
– Buys one company
after another
15Copyright 2016 by Data Blueprint Slide #
• 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 Organizational Architectures
16Copyright 2016 by Data Blueprint Slide #
• 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
17Copyright 2016 by Data Blueprint Slide #
Information Architecture
18Copyright 2016 by Data Blueprint Slide #
Data Architecture Requirements
• Context: Data Management/DAMA/DM BoK/CDMP?
• What is Data/Information Architecture?
• Why is Data/Information Architecture Important?
• Data Engineering/Leverage
• NGO Data Architecture Case Study
• Take Aways, References & Q&A
Data Architecture – A Useful Definition
19Copyright 2016 by Data Blueprint Slide #
• Common vocabulary expressing
integrated requirements ensuring that data
assets are stored, arranged, managed,
and used in systems in support of
organizational strategy [Aiken 2010]
Data Architecture – A More Useful Definition
20Copyright 2016 by Data Blueprint Slide #
• A structure of data-based information
assets supporting implementation of
organizational strategy (or strategies) [Aiken 2010]
• 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?
Database Architecture Focus
21Copyright 2016 by Data Blueprint Slide #
Program F
Program E
Program D
Program G
Program H
Program I
Application
domain 2Application
domain 3
database
architecture
engineering
effort
DataData
DataData
Data
Data
Data
Focus of a
software
architecture
engineering
effort Program A
Program B
Program C
Program F
Program E
Program D
Program G
Program H
Program I
Application
domain 1
Application
domain 2Application
domain 3
Data
Focus of a
Data
Data
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
22Copyright 2016 by Data Blueprint Slide #
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
23Copyright 2016 by Data Blueprint Slide #
Moon Lighting
Practical Application of Data Architecting
Person Job Class
Employee Position
BR1) Zero, one, or more
EMPLOYEES can be associated
with one PERSON
BR2) Zero, one, or more EMPLOYEES
can be associated with one JOB
CLASS;
BR3) Zero, one, or more EMPLOYEES can be associated with one POSITION
BR4) One or
more
POSITIONS can
be associated
with one JOB
CLASS.
24Copyright 2016 by Data Blueprint Slide #
Job Sharing
Running Query
25Copyright 2016 by Data Blueprint Slide #
Optimized Query
26Copyright 2016 by Data Blueprint Slide #
Repeat 100s, thousands, millions of times ...
27Copyright 2016 by Data Blueprint Slide #
Death by 1000 Cuts
28Copyright 2016 by Data Blueprint Slide #
Lack of coherent data architecture is a hidden expense
• How does poor data architecture cost money?
• 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?
– They cannot be helpful as long as their structure is unknown
• Organizations spend between 20 - 40% 

of their IT budget evolving their data - including:
– Data migration
• Changing the location from one place to another
– Data conversion
• Changing data into another form, state, or product
– Data improving
• Inspecting and manipulating, or re-keying data to prepare it for 

subsequent use - Source: John Zachman
29Copyright 2016 by Data Blueprint Slide #
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
• 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
Data Architecting for Business Value
30Copyright 2016 by Data Blueprint Slide #
Inspired by: Karen Lopez http://www.information-management.com/newsletters/enterprise_architecture_data_model_ERP_BI-10020246-1.html?pg=2
Architecture Example
31Copyright 2016 by Data Blueprint Slide #
Poor Quality Foundation
32Copyright 2016 by Data Blueprint Slide #
What they think they are purchasing!
33Copyright 2016 by Data Blueprint Slide #
Levels of Abstraction, Completeness and Utility
34Copyright 2016 by Data Blueprint Slide #
• 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
Too Much Detail
35Copyright 2016 by Data Blueprint Slide #
What do you use an information architecture for?
36Copyright 2016 by Data Blueprint Slide #
Illustration by murdock23 @ http://designfestival.com/information-architecture-as-part-of-the-web-design-process/
Web Developers Understand IA
37Copyright 2016 by Data Blueprint Slide #
http://www.jeffkerndesign.com
Web Developers Understand IA
38Copyright 2016 by Data Blueprint Slide #
http://www.jeffkerndesign.com
How are data structures expressed as architectures?
39Copyright 2016 by Data Blueprint Slide #
A B
C D
A B
C D
A
D
C
B
• Details are
organized into 

larger
components
• Larger
components
are organized
into models
• Models are
organized into
architectures
How are Data Models Expressed as Architectures?
40Copyright 2016 by Data Blueprint Slide #
More Granular















































More Abstract

• 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?
Data
Data
Data
Information
Fact Meaning
Request
Data must be Architected to Deliver Value
[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.
41Copyright 2016 by Data Blueprint Slide #
Wisdom & knowledge are 

often used synonymously
Data
Data
Data Data
How do data structures support organizational strategy?
• Two answers
– Achieving efficiency and
effectiveness goals
– Providing organizational
dexterity for rapid
implementation
42Copyright 2016 by Data Blueprint Slide #
Computers
Human resources
Communication facilities
Software
Management
responsibilities
Policies,
directives,
and rules
Data
What Questions Can Data Architectures Address?
• How and why do the data
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?
43Copyright 2016 by Data Blueprint Slide #
!

 !

!

!

Data Architectures produce and are made up of information models 

that are developed in response to organizational needs
44Copyright 2016 by Data Blueprint Slide #
Organizational Needs
become instantiated 

and integrated into an
Data/Information

Architecture
Informa(on)System)
Requirements
authorizes and 

articulates
satisfyspecificorganizationalneeds
45Copyright 2016 by Data Blueprint Slide #
Data Architecture Requirements
• Context: Data Management/DAMA/DM BoK/CDMP?
• What is Data/Information Architecture?
• Why is Data/Information Architecture Important?
• Data Engineering/Leverage
• NGO Data Architecture Case Study
• Take Aways, References & Q&A
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
46Copyright 2016 by Data Blueprint Slide #
Less ROT
Technologies
Process
People
Architecture Evolution
47Copyright 2016 by Data Blueprint Slide #
Conceptual Logical Physical
Validated
Not
UnValidated
Every change can
be mapped to a
transformation in
this framework!
IT Project or Application-Centric Development
Original articulation from Doug Bagley @ Walmart
48Copyright 2016 by Data Blueprint Slide #
Data/
Information
IT

Projects


Strategy
• In support of strategy, organizations
implement IT projects
• Data/information are typically
considered within the scope of IT
projects
• 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
Data-Centric Development
Original articulation from Doug Bagley @ Walmart
49Copyright 2016 by Data Blueprint Slide #
IT

Projects
Data/

Information


Strategy
• In support of strategy, the organization
develops specific, shared data-based
goals/objectives
• These organizational data goals/
objectives drive the development of
specific IT projects with an eye to
organization-wide usage
• 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
Engineering
Architecture
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
Copyright 2016 by Data Blueprint Slide # 50
USS Midway
& Pancakes
What is this?
51Copyright 2016 by Data Blueprint Slide #
• It is tall
• It has a clutch
• It was built in 1942
• It is still in regular use!
Engineering Standards
52Copyright 2016 by Data Blueprint Slide #
Architectural Work Product
Components 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.
53Copyright 2016 by Data Blueprint Slide #
System
Process
Process
2
Process
1
Process
3
Subprocess
1.1
Subprocess
1.2
Subprocess
1.3
Hierarchical System Functional Decomposition
54Copyright 2016 by Data Blueprint Slide #
Level 1 Level 2 Level 3
Pay Employment Recruitment
and Selection
personnel Personnel Employee relations
administration Employee compensation changes
Salary planning
Classification and pay
Job evaluation
Benefits administration
Health insurance plans
F lexible spending accounts
Group life insurance
Retirement plans
Payroll Payroll administration
Payroll processing
Payroll interfaces
Development N/A
Training
administration
Career planning and skills
inventory
Work group activities
Health and
safety
Accidents and workers
compensation
Health and safety programs
A three-level
decomposition
of the model
views from a
governmental
pay and
personnel
scenario
55Copyright 2016 by Data Blueprint Slide #
H ealth car e system
1 Patient administration
1.1 R egistration
1.2 Admission
1.3 Disposition
1.4 Transfer
1.5 M edical record
1.6 Administration
1.7 Patient billing
1.8 Patient affairs
1.9 Patient management
2 Patient appointments
and scheduling
2.1 Create or maintain
schedules
2.2 Appoint patients
2.3 R ecord patient encounter
2.4 I dentify patient
2.5 I dentify health care
provider
3 Nursing
3.1 Patient care
3.2 Unit management
4 Laboratory
4.1 R esults reporting
4.2 Specimen processing
4.3 R esult entry processing
4.4 Laboratory management
4.5 Workload support
5 Pharmacy
5.1 Unit dose dispensing
5.2 Controlled Drug
I nventory
5.3 Outpatient
6 R adiology
6.1 Scheduling
6.2 E xam processing
6.3 E xam reporting
6.4 Special interest and
teaching
6.5 R adiology workload
reporting
7 Clinical dietetics
7.1 E stablish parameters
7.2 R eceive diet orders
8 Order entry and results
8.1 R eporting
8.2 E nter and maintain
orders
8.3 Obtain results
8.4 R eview patient
information
8.5 Clinical desktop
9 System management
9.1 Logon and security
management
9.2 Archive run
M anagement
9.3 Communication software
9.4 M anagement
9.5 Site management
10 Facility quality assurance
10.1 Provider credentialing
10.2 M onitor and evaluation
A relatively
complex model
view
decomposition
56Copyright 2016 by Data Blueprint Slide #
DSS
"Governors"
Taxpayers Clients
Vendors Program Deliver
Data model is comprised of model views
DSS Strategic Data Model
Taxpayer view
Client view
Governance view
Program Delivery view
Vendor view
57Copyright 2016 by Data Blueprint Slide #
Taxpayer view
Payments Taxpayers
Social
Service
Programs
Taxpayer
Benefits
58Copyright 2016 by Data Blueprint Slide #
Client view
59Copyright 2016 by Data Blueprint Slide #
Payments
Clients Client
Benefits
Local
Wellfare
Agencies
Governance view
60Copyright 2016 by Data Blueprint Slide #
Payments
Social
Service
Programs
Governmental
Resources
Governance Governments
State Board
of Social
Services
Policy
Approval
Social
Service
Programs
Clients
Service
Delivery
Partners
Local
Wellfare
Agencies
Program Delivery view
61Copyright 2016 by Data Blueprint Slide #
Payments
Social
Service
Programs
Clients
Local
Wellfare
Agencies
Goods
and
Services
Vendors
Vendor view
62Copyright 2016 by Data Blueprint Slide #
Governmental
Resources
Governance Governments Payments Taxpayers
State Board
of Social
Services
Social
Service
Programs
Clients Client
Benefits
Taxpayer
Benefits
Policy
Approval
Service
Delivery
Partners
Local
Wellfare
Agencies
Goods
and
Services
Vendors
DSS Strategic Level Data Model
63Copyright 2016 by Data Blueprint Slide #
Payments
Social
Service
Programs
Governmental
Resources
Governance Governments
State Board
of Social
Services
Policy
Approval
Payments
Clients Client
Benefits
Local
Wellfare
Agencies
64Copyright 2016 by Data Blueprint Slide #
Data Architecture Requirements
• Context: Data Management/DAMA/DM BoK/CDMP?
• What is Data/Information Architecture?
• Why is Data/Information Architecture Important?
• Data Engineering/Leverage
• NGO Data Architecture Case Study
• Take Aways, References & Q&A
• Non-Governmental Organization (NGO)
• Non-Profit
• Industry
– Address Priority Health Concerns for Developing Countries
• HIV & AIDS
• Malaria
• Etc…
– Provide Leadership Training
– Health Information System Management
• Function
– Project Management and Design for 

Health Care Implementations
• Operates
– Globally (30 + Countries)
Background
65Copyright 2016 by Data Blueprint Slide #
Problem
• Data needed to make key business decisions was not
accessible across the Enterprise
– Timeliness
– Accuracy
– Data Isolation
66Copyright 2016 by Data Blueprint Slide #
Root Cause
• No Enterprise-Wide understanding of its data assets
– Conceptual Data Model
• NGO does not have a common vocabulary
– Enterprise-Wide Taxonomy
• NGO lacks existing System and Data Architecture
– Vision
– Not Aligned with Business Model
– “Shiny Object Syndrome”
– Minimal Integration
67Copyright 2016 by Data Blueprint Slide #
Solution
• Vision and Purpose
– Data Architecture
• Business Glossary
• Enterprise Conceptual Data Model
68Copyright 2016 by Data Blueprint Slide #
Vision and Purpose
69Copyright 2016 by Data Blueprint Slide #
TARGET STATE VISION
COLLABORATION & WIP DOCUMENTS
Talent
Management
Business
Development
Project
Management
CAPTURE DATA
INTEGRATE DATA
Talent
Management
Financial
Management
Business
Development
Project
Management
CREATEREPORTSANDPERFORMBI
STORECORPORATEDATA
MANAGE CONTENT
Financial
Management
DATAGOVERNANCE
• 100,000 ft. View
• Represents the processes,
procedures, and
technologies that make up
the Components
• Federated Data
Architecture (FDA)
• FDA supports the business
strategy
• Set of entities (Projects)
that have a level of
autonomy to support its
goal while a unifying entity
(Shared Services from
Corporate) provides a
framework and definition
on how data is to managed
and captured
Business Glossary
70Copyright 2016 by Data Blueprint Slide #
Entity Description Domain Area
Donor Funder Business Development
Solicitations Need for Work Business Development
Solicitations Proposal Response to Need for Work Business Development
Pre-Positioning Intelligence Gathering Business Development
Award/Sub-Award Funding Vehicle Business Development
Terms Conditions Details about a Funding Vehicle Business Development
Budget Amount of Money Available Business Development
Work Plan Set of Activities to Complete Business Development
PMP Monitoring Plan for Activities Business Development
Project
An NGO Project is defined as a
self-contained set of
interventions or activities with the
following characteristics:
a) an external client;
b) purchase order, contract or
agreement;
c) expected deliverables,
outcomes and results;
d) a beginning and end date of
implementation;
e) an approved budget; and
full and/or part time NGO staff Project Management
Geographic Area Project Management
Office Locations
Location in which a Central Office
resides Project Management
Project Roles Project Management
Project Artifacts Project Management
Project Budget Project Management
Project Work Plan Project Management
Milestones Schedule of completed activities Project Management
Monitoring Plan to measure Activities Project Management
Evaluation Assessment of Activities Project Management
Indicators Target of Outcome Project Management
Outcomes
Statement of what needs to be
accomplished Project Management
Acct Receivable Payments to NGO Financial Management
Chart of Accounts Defined Accounts Financial Management
Payroll Process to Pay Worker Financial Management
Supplier Provider of Goods or Service Financial Management
Contract Binding Agreement Financial Management
Purchase Order Statement of Good or Service Financial Management
Performance Level of Success Talent Management
Benefits Talent Management
Skills Talent Management
Worker
Person who has been hired by
NGO Talent Management
Candidate Potential hire of NGO Talent Management
• Start of Enterprise
Taxonomy
• Defines Initial Entities for
Conceptual Data Model
• Engages the Business
Community to Validate
Entities and provide
meaningful business
definitions
EnterpriseConceptualDataModel
• Linkages
across
Business
Functions
• How Data
flows
throughout
Enterprise
• Impact from
Data Changes
• Defines
Common
Vocabulary
• Aligning the
Data to
support the
Organizational
Strategy
71Copyright 2016 by Data Blueprint Slide #
Business Value
• Supports Organizational Strategy
• Reduced IT Costs
• Data Asset Knowledge and Reuse
• Accurate and Timely Reporting
72Copyright 2016 by Data Blueprint Slide #
Supports Organizational Strategy
• Defining a common vocabulary across the enterprise
increases cohesion between the Business and IT.
• Cohesion allows IT to effectively support the
Organizational Strategy
• Understanding the 

business’s needs
73Copyright 2016 by Data Blueprint Slide #
Understanding
Reduced IT Costs
• Data Architecture guides IT on software implementations
– Mitigates “poor” software purchases
– Reduces cost of implementations
• Maintaining and Managing the Data Landscape
– A defined Data Architecture allows IT to manage and maintain the
critical pieces of the Data Landscape
– Reduces cost of trying to manage and maintain everything
74Copyright 2016 by Data Blueprint Slide #
Data Asset Knowledge and Reuse
• Knowledge of how the Organization’s Data can be
leveraged
– Increased Organizational Learning
• Identified Key Integration Points
– Allows IT to focus on the critical Data Assets
– Increases Re-Use of Data Assets for future Integrations
• Identified Impact to Data Flows
– Allows IT to plan for future implementations
– Reduces impact to the Organizational existing Data Assets
75Copyright 2016 by Data Blueprint Slide #
• Reduce Time Building Reports
– Faster Decision Making
– Single Source of Truth
• Less “Massaging” of Data
– Increased Productivity from 

Knowledge Workers
– Decreased Errors from compiling redundant data
Accurate and Timely Reporting
76Copyright 2016 by Data Blueprint Slide #
DATA
77Copyright 2016 by Data Blueprint Slide #
Data Architecture Requirements
• Context: Data Management/DAMA/DM BoK/CDMP?
• What is Data/Information Architecture?
• Why is Data/Information Architecture Important?
• Data Engineering/Leverage
• NGO Data Architecture Case Study
• Take Aways, References & Q&A
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 Architect Data?
78Copyright 2016 by Data Blueprint Slide #
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
79Copyright 2016 by Data Blueprint Slide #
Questions?
80Copyright 2016 by Data Blueprint Slide #
+ =
Upcoming Events
EDW 2016



Establishing the CDO Agenda
April 19, 2016 @ 3:45 PM PDT
April Webinar:
Data Governance Strategies
April 12, 2016 @ 2:00 PM ET/11:00 AM PT
Sign up here:
• www.datablueprint.com/webinar-schedule
• www.Dataversity.net
Brought to you by:
81Copyright 2016 by Data Blueprint Slide #
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.

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Data-Ed Online Webinar: Data Architecture Requirements

  • 1. Presented by Peter Aiken, Ph.D. Data Architecture Requirements Bryan Hogan, CDMP • Data Consultant • Certified Data Management Professional • Experience in …. – Organizational Data Management Assessments – Data Strategy Development – ETL Process Development – Reporting Solutions – Software Development • Worked in …. – Healthcare – Non-Profit – Finance 2Copyright 2016 by Data Blueprint Slide #
  • 2. Peter Aiken, Ph.D. • 30+ years in data management • Repeated international recognition • Founder, Data Blueprint (datablueprint.com) • Associate Professor of IS (vcu.edu) • DAMA International (dama.org) • 9 books and dozens of articles • Experienced w/ 500+ data management practices • Multi-year immersions: – US DoD (DISA/Army/Marines/DLA) – Nokia – Deutsche Bank – Wells Fargo – Walmart – … • DAMA International President 2009-2013 • DAMA International Achievement Award 2001 (with Dr. E. F. "Ted" Codd • DAMA International Community Award 2005 PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset. The Case for the Chief Data Officer Recasting the C-Suite to Leverage Your MostValuable Asset Peter Aiken and Michael Gorman 3Copyright 2016 by Data Blueprint Slide # We believe ... Data 
 Assets Financial 
 Assets Real
 Estate Assets Inventory Assets Non- depletable Available for subsequent use Can be 
 used up Can be 
 used up Non- degrading √ √ Can degrade
 over time Can degrade
 over time Durable Non-taxed √ √ Strategic Asset √ √ √ √ • Today, data is the most powerful, yet underutilized and poorly managed organizational asset • Data is your – Sole – Non-depletable – Non-degrading – Durable – Strategic • Asset – Data is the new oil! – Data is the new (s)oil! – Data is the new bacon! • Our mission is to unlock business value by – Strengthening your data management capabilities – Providing tailored solutions, and – Building lasting partnerships 4Copyright 2016 by Data Blueprint Slide # Asset: A resource controlled by the organization as a result of past events or transactions and from which future economic benefits are expected to flow [Wikipedia]
  • 3. 5Copyright 2016 by Data Blueprint Slide # Data Architecture Requirements • Context: Data Management/DAMA/DM BoK/CDMP? • What is Data/Information Architecture? • Why is Data/Information Architecture Important? • Data Engineering/Leverage • NGO Data Architecture Case Study • Take Aways, References & Q&A You can accomplish Advanced Data Practices without becoming proficient in the Foundational Data Management Practices however this will: • Take longer • Cost more • Deliver less • Present 
 greater
 risk
(with thanks to Tom DeMarco) Data Management Practices Hierarchy Advanced 
 Data 
 Practices • MDM • Mining • Big Data • Analytics • Warehousing • SOA Foundational Data Management Practices Data Platform/Architecture Data Governance Data Quality Data Operations Data Management Strategy Technologies Capabilities Copyright 2016 by Data Blueprint Slide # 6
  • 4. Data$Management$ Strategy Data Management Goals Corporate Culture Data Management Funding Data Requirements Lifecycle Data Governance Governance Management Business Glossary Metadata Management Data Quality Data Quality Framework Data Quality Assurance Data Operations Standards and Procedures Data Sourcing Platform$&$ Architecture Architectural Framework Platforms & Integration Supporting$ Processes Measurement & Analysis Process Management Process Quality Assurance Risk Management Configuration Management Component Process$Areas DMM℠ Structure of 
 5 Integrated 
 DM Practice Areas Data architecture implementation Data 
 Governance Data 
 Management
 Strategy Data 
 Operations Platform
 Architecture Supporting
 Processes Maintain fit-for-purpose data, efficiently and effectively 7Copyright 2016 by Data Blueprint Slide # Manage data coherently Manage data assets professionally Data life cycle management Organizational support Data 
 Quality The DAMA Guide to the Data Management Body of Knowledge 8Copyright 2016 by Data Blueprint Slide # Data Management Functions 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 • Organized around several environmental elements
  • 5. Data Architecture Management 9Copyright 2016 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International 10Copyright 2016 by Data Blueprint Slide # Data Architecture Requirements • Context: Data Management/DAMA/DM BoK/CDMP? • What is Data/Information Architecture? • Why is Data/Information Architecture Important? • Data Engineering/Leverage • NGO Data Architecture Case Study • Take Aways, References & Q&A
  • 6. 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. 11Copyright 2016 by Data Blueprint Slide # Architecture Architectures: here, whether you like it or not 12Copyright 2016 by Data Blueprint Slide # deviantart.com • All organizations have architectures – Some are better understood and documented (and therefore more useful to the organization) than others
  • 7. 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 13Copyright 2016 by Data Blueprint Slide # 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 14Copyright 2016 by Data Blueprint Slide #
  • 8. Organizational
 Architectures • Amazon – Traditional structure • Google – Team of 3 • Facebook – Do you really have a structure? • Microsoft – Eliminate their own products • Apple – Everything revolves around one individual • Oracle – Buys one company after another 15Copyright 2016 by Data Blueprint Slide # • 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 Organizational Architectures 16Copyright 2016 by Data Blueprint Slide #
  • 9. • 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 17Copyright 2016 by Data Blueprint Slide # Information Architecture 18Copyright 2016 by Data Blueprint Slide # Data Architecture Requirements • Context: Data Management/DAMA/DM BoK/CDMP? • What is Data/Information Architecture? • Why is Data/Information Architecture Important? • Data Engineering/Leverage • NGO Data Architecture Case Study • Take Aways, References & Q&A
  • 10. Data Architecture – A Useful Definition 19Copyright 2016 by Data Blueprint Slide # • Common vocabulary expressing integrated requirements ensuring that data assets are stored, arranged, managed, and used in systems in support of organizational strategy [Aiken 2010] Data Architecture – A More Useful Definition 20Copyright 2016 by Data Blueprint Slide # • A structure of data-based information assets supporting implementation of organizational strategy (or strategies) [Aiken 2010] • 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?
  • 11. Database Architecture Focus 21Copyright 2016 by Data Blueprint Slide # Program F Program E Program D Program G Program H Program I Application domain 2Application domain 3 database architecture engineering effort DataData DataData Data Data Data Focus of a software architecture engineering effort Program A Program B Program C Program F Program E Program D Program G Program H Program I Application domain 1 Application domain 2Application domain 3 Data Focus of a Data Data 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 22Copyright 2016 by Data Blueprint Slide #
  • 12. 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 23Copyright 2016 by Data Blueprint Slide # Moon Lighting Practical Application of Data Architecting Person Job Class Employee Position BR1) Zero, one, or more EMPLOYEES can be associated with one PERSON BR2) Zero, one, or more EMPLOYEES can be associated with one JOB CLASS; BR3) Zero, one, or more EMPLOYEES can be associated with one POSITION BR4) One or more POSITIONS can be associated with one JOB CLASS. 24Copyright 2016 by Data Blueprint Slide # Job Sharing
  • 13. Running Query 25Copyright 2016 by Data Blueprint Slide # Optimized Query 26Copyright 2016 by Data Blueprint Slide #
  • 14. Repeat 100s, thousands, millions of times ... 27Copyright 2016 by Data Blueprint Slide # Death by 1000 Cuts 28Copyright 2016 by Data Blueprint Slide #
  • 15. Lack of coherent data architecture is a hidden expense • How does poor data architecture cost money? • 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? – They cannot be helpful as long as their structure is unknown • Organizations spend between 20 - 40% 
 of their IT budget evolving their data - including: – Data migration • Changing the location from one place to another – Data conversion • Changing data into another form, state, or product – Data improving • Inspecting and manipulating, or re-keying data to prepare it for 
 subsequent use - Source: John Zachman 29Copyright 2016 by Data Blueprint Slide # PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset. • 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 Data Architecting for Business Value 30Copyright 2016 by Data Blueprint Slide # Inspired by: Karen Lopez http://www.information-management.com/newsletters/enterprise_architecture_data_model_ERP_BI-10020246-1.html?pg=2
  • 16. Architecture Example 31Copyright 2016 by Data Blueprint Slide # Poor Quality Foundation 32Copyright 2016 by Data Blueprint Slide #
  • 17. What they think they are purchasing! 33Copyright 2016 by Data Blueprint Slide # Levels of Abstraction, Completeness and Utility 34Copyright 2016 by Data Blueprint Slide # • 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
  • 18. Too Much Detail 35Copyright 2016 by Data Blueprint Slide # What do you use an information architecture for? 36Copyright 2016 by Data Blueprint Slide # Illustration by murdock23 @ http://designfestival.com/information-architecture-as-part-of-the-web-design-process/
  • 19. Web Developers Understand IA 37Copyright 2016 by Data Blueprint Slide # http://www.jeffkerndesign.com Web Developers Understand IA 38Copyright 2016 by Data Blueprint Slide # http://www.jeffkerndesign.com
  • 20. How are data structures expressed as architectures? 39Copyright 2016 by Data Blueprint Slide # A B C D A B C D A D C B • Details are organized into 
 larger components • Larger components are organized into models • Models are organized into architectures How are Data Models Expressed as Architectures? 40Copyright 2016 by Data Blueprint Slide # More Granular
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 More Abstract
 • 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?
  • 21. Data Data Data Information Fact Meaning Request Data must be Architected to Deliver Value [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. 41Copyright 2016 by Data Blueprint Slide # Wisdom & knowledge are 
 often used synonymously Data Data Data Data How do data structures support organizational strategy? • Two answers – Achieving efficiency and effectiveness goals – Providing organizational dexterity for rapid implementation 42Copyright 2016 by Data Blueprint Slide #
  • 22. Computers Human resources Communication facilities Software Management responsibilities Policies, directives, and rules Data What Questions Can Data Architectures Address? • How and why do the data 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? 43Copyright 2016 by Data Blueprint Slide # ! ! ! ! Data Architectures produce and are made up of information models 
 that are developed in response to organizational needs 44Copyright 2016 by Data Blueprint Slide # Organizational Needs become instantiated 
 and integrated into an Data/Information
 Architecture Informa(on)System) Requirements authorizes and 
 articulates satisfyspecificorganizationalneeds
  • 23. 45Copyright 2016 by Data Blueprint Slide # Data Architecture Requirements • Context: Data Management/DAMA/DM BoK/CDMP? • What is Data/Information Architecture? • Why is Data/Information Architecture Important? • Data Engineering/Leverage • NGO Data Architecture Case Study • Take Aways, References & Q&A 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 46Copyright 2016 by Data Blueprint Slide # Less ROT Technologies Process People
  • 24. Architecture Evolution 47Copyright 2016 by Data Blueprint Slide # Conceptual Logical Physical Validated Not UnValidated Every change can be mapped to a transformation in this framework! IT Project or Application-Centric Development Original articulation from Doug Bagley @ Walmart 48Copyright 2016 by Data Blueprint Slide # Data/ Information IT
 Projects 
 Strategy • In support of strategy, organizations implement IT projects • Data/information are typically considered within the scope of IT projects • 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
  • 25. Data-Centric Development Original articulation from Doug Bagley @ Walmart 49Copyright 2016 by Data Blueprint Slide # IT
 Projects Data/
 Information 
 Strategy • In support of strategy, the organization develops specific, shared data-based goals/objectives • These organizational data goals/ objectives drive the development of specific IT projects with an eye to organization-wide usage • 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 Engineering Architecture 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 Copyright 2016 by Data Blueprint Slide # 50
  • 26. USS Midway & Pancakes What is this? 51Copyright 2016 by Data Blueprint Slide # • It is tall • It has a clutch • It was built in 1942 • It is still in regular use! Engineering Standards 52Copyright 2016 by Data Blueprint Slide #
  • 27. Architectural Work Product Components 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. 53Copyright 2016 by Data Blueprint Slide # System Process Process 2 Process 1 Process 3 Subprocess 1.1 Subprocess 1.2 Subprocess 1.3 Hierarchical System Functional Decomposition 54Copyright 2016 by Data Blueprint Slide #
  • 28. Level 1 Level 2 Level 3 Pay Employment Recruitment and Selection personnel Personnel Employee relations administration Employee compensation changes Salary planning Classification and pay Job evaluation Benefits administration Health insurance plans F lexible spending accounts Group life insurance Retirement plans Payroll Payroll administration Payroll processing Payroll interfaces Development N/A Training administration Career planning and skills inventory Work group activities Health and safety Accidents and workers compensation Health and safety programs A three-level decomposition of the model views from a governmental pay and personnel scenario 55Copyright 2016 by Data Blueprint Slide # H ealth car e system 1 Patient administration 1.1 R egistration 1.2 Admission 1.3 Disposition 1.4 Transfer 1.5 M edical record 1.6 Administration 1.7 Patient billing 1.8 Patient affairs 1.9 Patient management 2 Patient appointments and scheduling 2.1 Create or maintain schedules 2.2 Appoint patients 2.3 R ecord patient encounter 2.4 I dentify patient 2.5 I dentify health care provider 3 Nursing 3.1 Patient care 3.2 Unit management 4 Laboratory 4.1 R esults reporting 4.2 Specimen processing 4.3 R esult entry processing 4.4 Laboratory management 4.5 Workload support 5 Pharmacy 5.1 Unit dose dispensing 5.2 Controlled Drug I nventory 5.3 Outpatient 6 R adiology 6.1 Scheduling 6.2 E xam processing 6.3 E xam reporting 6.4 Special interest and teaching 6.5 R adiology workload reporting 7 Clinical dietetics 7.1 E stablish parameters 7.2 R eceive diet orders 8 Order entry and results 8.1 R eporting 8.2 E nter and maintain orders 8.3 Obtain results 8.4 R eview patient information 8.5 Clinical desktop 9 System management 9.1 Logon and security management 9.2 Archive run M anagement 9.3 Communication software 9.4 M anagement 9.5 Site management 10 Facility quality assurance 10.1 Provider credentialing 10.2 M onitor and evaluation A relatively complex model view decomposition 56Copyright 2016 by Data Blueprint Slide #
  • 29. DSS "Governors" Taxpayers Clients Vendors Program Deliver Data model is comprised of model views DSS Strategic Data Model Taxpayer view Client view Governance view Program Delivery view Vendor view 57Copyright 2016 by Data Blueprint Slide # Taxpayer view Payments Taxpayers Social Service Programs Taxpayer Benefits 58Copyright 2016 by Data Blueprint Slide #
  • 30. Client view 59Copyright 2016 by Data Blueprint Slide # Payments Clients Client Benefits Local Wellfare Agencies Governance view 60Copyright 2016 by Data Blueprint Slide # Payments Social Service Programs Governmental Resources Governance Governments State Board of Social Services Policy Approval
  • 31. Social Service Programs Clients Service Delivery Partners Local Wellfare Agencies Program Delivery view 61Copyright 2016 by Data Blueprint Slide # Payments Social Service Programs Clients Local Wellfare Agencies Goods and Services Vendors Vendor view 62Copyright 2016 by Data Blueprint Slide #
  • 32. Governmental Resources Governance Governments Payments Taxpayers State Board of Social Services Social Service Programs Clients Client Benefits Taxpayer Benefits Policy Approval Service Delivery Partners Local Wellfare Agencies Goods and Services Vendors DSS Strategic Level Data Model 63Copyright 2016 by Data Blueprint Slide # Payments Social Service Programs Governmental Resources Governance Governments State Board of Social Services Policy Approval Payments Clients Client Benefits Local Wellfare Agencies 64Copyright 2016 by Data Blueprint Slide # Data Architecture Requirements • Context: Data Management/DAMA/DM BoK/CDMP? • What is Data/Information Architecture? • Why is Data/Information Architecture Important? • Data Engineering/Leverage • NGO Data Architecture Case Study • Take Aways, References & Q&A
  • 33. • Non-Governmental Organization (NGO) • Non-Profit • Industry – Address Priority Health Concerns for Developing Countries • HIV & AIDS • Malaria • Etc… – Provide Leadership Training – Health Information System Management • Function – Project Management and Design for 
 Health Care Implementations • Operates – Globally (30 + Countries) Background 65Copyright 2016 by Data Blueprint Slide # Problem • Data needed to make key business decisions was not accessible across the Enterprise – Timeliness – Accuracy – Data Isolation 66Copyright 2016 by Data Blueprint Slide #
  • 34. Root Cause • No Enterprise-Wide understanding of its data assets – Conceptual Data Model • NGO does not have a common vocabulary – Enterprise-Wide Taxonomy • NGO lacks existing System and Data Architecture – Vision – Not Aligned with Business Model – “Shiny Object Syndrome” – Minimal Integration 67Copyright 2016 by Data Blueprint Slide # Solution • Vision and Purpose – Data Architecture • Business Glossary • Enterprise Conceptual Data Model 68Copyright 2016 by Data Blueprint Slide #
  • 35. Vision and Purpose 69Copyright 2016 by Data Blueprint Slide # TARGET STATE VISION COLLABORATION & WIP DOCUMENTS Talent Management Business Development Project Management CAPTURE DATA INTEGRATE DATA Talent Management Financial Management Business Development Project Management CREATEREPORTSANDPERFORMBI STORECORPORATEDATA MANAGE CONTENT Financial Management DATAGOVERNANCE • 100,000 ft. View • Represents the processes, procedures, and technologies that make up the Components • Federated Data Architecture (FDA) • FDA supports the business strategy • Set of entities (Projects) that have a level of autonomy to support its goal while a unifying entity (Shared Services from Corporate) provides a framework and definition on how data is to managed and captured Business Glossary 70Copyright 2016 by Data Blueprint Slide # Entity Description Domain Area Donor Funder Business Development Solicitations Need for Work Business Development Solicitations Proposal Response to Need for Work Business Development Pre-Positioning Intelligence Gathering Business Development Award/Sub-Award Funding Vehicle Business Development Terms Conditions Details about a Funding Vehicle Business Development Budget Amount of Money Available Business Development Work Plan Set of Activities to Complete Business Development PMP Monitoring Plan for Activities Business Development Project An NGO Project is defined as a self-contained set of interventions or activities with the following characteristics: a) an external client; b) purchase order, contract or agreement; c) expected deliverables, outcomes and results; d) a beginning and end date of implementation; e) an approved budget; and full and/or part time NGO staff Project Management Geographic Area Project Management Office Locations Location in which a Central Office resides Project Management Project Roles Project Management Project Artifacts Project Management Project Budget Project Management Project Work Plan Project Management Milestones Schedule of completed activities Project Management Monitoring Plan to measure Activities Project Management Evaluation Assessment of Activities Project Management Indicators Target of Outcome Project Management Outcomes Statement of what needs to be accomplished Project Management Acct Receivable Payments to NGO Financial Management Chart of Accounts Defined Accounts Financial Management Payroll Process to Pay Worker Financial Management Supplier Provider of Goods or Service Financial Management Contract Binding Agreement Financial Management Purchase Order Statement of Good or Service Financial Management Performance Level of Success Talent Management Benefits Talent Management Skills Talent Management Worker Person who has been hired by NGO Talent Management Candidate Potential hire of NGO Talent Management • Start of Enterprise Taxonomy • Defines Initial Entities for Conceptual Data Model • Engages the Business Community to Validate Entities and provide meaningful business definitions
  • 36. EnterpriseConceptualDataModel • Linkages across Business Functions • How Data flows throughout Enterprise • Impact from Data Changes • Defines Common Vocabulary • Aligning the Data to support the Organizational Strategy 71Copyright 2016 by Data Blueprint Slide # Business Value • Supports Organizational Strategy • Reduced IT Costs • Data Asset Knowledge and Reuse • Accurate and Timely Reporting 72Copyright 2016 by Data Blueprint Slide #
  • 37. Supports Organizational Strategy • Defining a common vocabulary across the enterprise increases cohesion between the Business and IT. • Cohesion allows IT to effectively support the Organizational Strategy • Understanding the 
 business’s needs 73Copyright 2016 by Data Blueprint Slide # Understanding Reduced IT Costs • Data Architecture guides IT on software implementations – Mitigates “poor” software purchases – Reduces cost of implementations • Maintaining and Managing the Data Landscape – A defined Data Architecture allows IT to manage and maintain the critical pieces of the Data Landscape – Reduces cost of trying to manage and maintain everything 74Copyright 2016 by Data Blueprint Slide #
  • 38. Data Asset Knowledge and Reuse • Knowledge of how the Organization’s Data can be leveraged – Increased Organizational Learning • Identified Key Integration Points – Allows IT to focus on the critical Data Assets – Increases Re-Use of Data Assets for future Integrations • Identified Impact to Data Flows – Allows IT to plan for future implementations – Reduces impact to the Organizational existing Data Assets 75Copyright 2016 by Data Blueprint Slide # • Reduce Time Building Reports – Faster Decision Making – Single Source of Truth • Less “Massaging” of Data – Increased Productivity from 
 Knowledge Workers – Decreased Errors from compiling redundant data Accurate and Timely Reporting 76Copyright 2016 by Data Blueprint Slide # DATA
  • 39. 77Copyright 2016 by Data Blueprint Slide # Data Architecture Requirements • Context: Data Management/DAMA/DM BoK/CDMP? • What is Data/Information Architecture? • Why is Data/Information Architecture Important? • Data Engineering/Leverage • NGO Data Architecture Case Study • Take Aways, References & Q&A 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 Architect Data? 78Copyright 2016 by Data Blueprint Slide #
  • 40. 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 79Copyright 2016 by Data Blueprint Slide # Questions? 80Copyright 2016 by Data Blueprint Slide # + =
  • 41. Upcoming Events EDW 2016
 
 Establishing the CDO Agenda April 19, 2016 @ 3:45 PM PDT April Webinar: Data Governance Strategies April 12, 2016 @ 2:00 PM ET/11:00 AM PT Sign up here: • www.datablueprint.com/webinar-schedule • www.Dataversity.net Brought to you by: 81Copyright 2016 by Data Blueprint Slide # PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.