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Peter Aiken, Ph.D.
Approaching
Data
Management
Technologies
Copyright 2019 by Data Blueprint Slide # !1
Unlocking Business Value
Peter Aiken, PhD
• DAMA International President 2009-2013 / 2018
• DAMA International Achievement Award 2001 

(with Dr. E. F. "Ted" Codd
• DAMA International Community Award 2005
Peter Aiken, Ph.D.
!2Copyright 2019 by Data Blueprint Slide #
• I've been doing this a long time
• My work is recognized as useful
• Associate Professor of IS (vcu.edu)
• Founder, Data Blueprint (datablueprint.com)
• DAMA International (dama.org)
• 10 books and dozens of articles
• Experienced w/ 500+ data
management practices worldwide
• Multi-year immersions
– US DoD (DISA/Army/Marines/DLA)
– Nokia
– Deutsche Bank
– Wells Fargo
– Walmart
– …
PETER AIKEN WITH JUANITA BILLINGS
FOREWORD BY JOHN BOTTEGA
MONETIZING
DATA MANAGEMENT
Unlocking the Value in Your Organization’s
Most Important Asset.
Unified Data Orchestration for the Cloud
Dipti Borkar |Vice President, Product | Alluxio
dipti@alluxio.com | @dborkar
4 big trends driving the need for a new architecture
Separation of
Compute &
Storage
Hybrid – Multi
cloud
environments
Self-service
data across the
enterprise
Rise
of the object
store
Data Ecosystem - Beta Data Ecosystem 1.0
COMPUTE
STORAGE STORAGE
COMPUTE
Data Orchestration for the Cloud
Java File API HDFS Interface S3 Interface REST APIFUSE Interface
HDFS Driver Swift Driver S3 Driver NFS Driver
Use Cases Data Orchestration Enables
Hive
Alluxio
Run big data workloads in hybrid
cloud environments
On premise
Same instance
/ container
Spark
Alluxio
Any Cloud / Multi Cloud
Same data
center / region
PrestoSpark
Alluxio
Accelerate big data frameworks
on the public cloud
Same instance
/ container
Enable big data on object stores
across single or multiple clouds
Standalone
Unified
Namespace
Bring all files into a
single interface
Interact with data
using any API
Accelerate & tier
data transparently
API
Translation
Intelligent
Multi-tiering
Key Innovations of theVirtual Unified File System
Incredible Open Source Momentum with growing community
900+ contributors &
growing
3760+ Git Stars
Apache 2.0 Licensed
Hundreds of thousands
of downloads
Join the conversation on Slack
alluxio.org/slack
1Infogix Confidential Copyright 2019
• Innovating data solutions since 1982
• Headquartered in Chicago
• Large and mid‐size customers world‐wide:
• Organizations rely on Infogix so they can trust 
their data
• Average customer tenure > 18 years
Infogix
“Industries that thrive on data”
!3Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
Transform
4
Problems with forklifting
1. no basis for decisions
made
2. no inclusion of
architecture/engineering
concepts
3. no idea that these
concepts are 

missing from 

the process
4. 80% of organizational
data is ROT
Less
Cleaner
More shareable 

... data
Making Cloud Successful
Copyright 2019 by Data Blueprint
Gartner Strategic Planning Assumptions
• By 2021
– Strategy using data hubs, lakes and warehouses will support 30%
more use cases (capabilities) than competitors.
• By 2022
– 50% of cloud decisions based on data assets provided rather than
on the product capabilities.
– Active metadata will reduce time to data delivery by 30%.
• By 2023
– AI-enabled automation will reduce 

the need for IT specialists by 20%.
– 75% of all databases will be cloud, reducing the DBMS vendor
landscape and increasing complexity for data governance and
integration.
!5Copyright 2019 by Data Blueprint Slide #
https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
Gartner Cloud Vendor Offerings
CSP-specific data assets may be of interest when combined
with easy access, becoming a key differentiator. 

For example:
• Google:
– Google Search data
– YouTube data
– Google Ads data
– Retailers.
• Azure
– LinkedIn
– Office 365 data
– Sales and customer-relationship-focused analytics
!6Copyright 2019 by Data Blueprint Slide #
https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
Core Data Management Capabilities
!7Copyright 2019 by Data Blueprint Slide #
https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6






UsesUsesReuses
What is data management?
!8Copyright 2019 by Data Blueprint Slide #
Sources


Data
Engineering


Data 

Delivery


Data

Storage
Specialized Team Skills
Data Governance
Understanding the current
and future data needs of an
enterprise and making that
data effective and efficient in
supporting 

business activities


Aiken, P, Allen, M. D., Parker, B., Mattia, A., 

"Measuring Data Management's Maturity: 

A Community's Self-Assessment" 

IEEE Computer (research feature April 2007)
Data management practices connect
data sources and uses in an
organized and efficient manner
• Engineering
• Storage
• Delivery
• Governance
When executed, 

engineering, storage, and 

delivery implement governance
Note: does not well-depict data reuse
Standard data
Data supply
Data literacy
Making a Better Data Sandwich
!9Copyright 2019 by Data Blueprint Slide #
Data literacy
Standard data
Data supply
Making a Better Data Sandwich
!10Copyright 2019 by Data Blueprint Slide #
Standard data
Data supply
Data literacy
!11Copyright 2019 by Data Blueprint Slide #
Standard data
Data supply
Data literacy
This cannot happen without engineering and architecture!
Quality engineering/

architecture work products 

do not happen accidentally!
Making a Better Data Sandwich
Technologies by themselves, are a One Legged Stool
!12Copyright 2019 by Data Blueprint Slide #
!13Copyright 2019 by Data Blueprint Slide #
Success Requires a 3-Legged Stool
People
Process
Technology
!14Copyright 2019 by Data Blueprint Slide #
People
Process
Technology
!15Copyright 2019 by Data Blueprint Slide #
• as opposed to mobile
device management
• MDM is a discipline or
strategy
– "… where the business
and the IT organization 

work together to ensure
the uniformity, accuracy, 

semantic persistence,
stewardship and
accountability 

of the enterprise's official,
shared master data."
• Sold as technology-
based solution
Definitions
!16Copyright 2019 by Data Blueprint Slide #
Master Data Architecture
!17Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
• Technology-first
approaches often de-
emphasize the 

people and process
components
• Successful MDM also
requires
– Governance/quality
– Process architecture
!18Copyright 2019 by Data Blueprint Slide #
Tools and Methods

Are Required!
Growth of Data vs. Growth of Data Analysts
• Stored data accumulating at 

28% annual growth rate
• Data analysts in workforce 

growing at 5.7% growth rate
!19Copyright 2019 by Data Blueprint Slide #
Supply/demand for data talent
https://www.logianalytics.com/bi-trends/3-keys-understanding-data/
!20Copyright 2019 by Data Blueprint Slide #
R. Buckminster Fuller
!21Copyright 2019 by Data Blueprint Slide #
https://en.wikipedia.org/wiki/Moore%27s_law#/media/File:Moore%27s_Law_Transistor_Count_1971-2016.png
Postpone technology investments 

as long as possible
The hardest part of
requirements is not
doing design
Vendor Hype
• CIOs/CDOs feel pressure
• Vendor/project promise auditing
• No understanding of hype curve
!22Copyright 2019 by Data Blueprint Slide #
Who wrote this … ?
!23Copyright 2019 by Data Blueprint Slide #
• In considering any new subject,
• there is frequently a tendency
first to overrate what we find to
be already interesting or
remarkable, and
• secondly - by a sort of natural
reaction - to undervalue the true
state of the case.
– Lady Augusta Ada King,
(1815 – 1852)

Countess of Lovelace
– (aka) Ada Lovelace, 

daughter of Lord Byron
– Publisher of the first 

computing program
!24Copyright 2019 by Data Blueprint Slide #
Gartner Five-phase Hype Cycle
http://www.gartner.com/technology/research/methodologies/hype-cycle.jsp
!25Copyright 2019 by Data Blueprint Slide #
Technology Trigger: A potential technology breakthrough kicks things off. Early proof-of-concept stories and media interest
trigger significant publicity. Often no usable products exist and commercial viability is unproven.
Trough of Disillusionment: Interest wanes as experiments and implementations fail to deliver. Producers of the
technology shake out or fail. Investments continue only if the surviving providers improve their products to the
satisfaction of early adopters.
Peak of Inflated Expectations: Early publicity produces a number of
success stories—often accompanied by scores of failures. Some
companies take action; many do not.
Slope of Enlightenment: More instances of how the technology can benefit the
enterprise start to crystallize and become more widely understood. Second- and third-
generation products appear from technology providers. More enterprises fund pilots;
conservative companies remain cautious.
Plateau of Productivity: Mainstream adoption starts to
take off. Criteria for assessing provider viability are more
clearly defined. The technology’s broad market
applicability and relevance are clearly paying off.
Hype Cycle for Data Management
!26Copyright 2019 by Data Blueprint Slide #
Hype Cycle for Information Governance and Master Data Management
!27Copyright 2019 by Data Blueprint Slide #
Hype Cycle for Analytics and Business Intelligence
!28Copyright 2019 by Data Blueprint Slide #
!29Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
Data Management Technologies
• Managing data technology should follow the same
principles and standards for managing any
technology
• Leading reference model for technology
management is the Information Technology
Infrastructure Library (ITIL):
http://www.itil-officialsite.com/home/home.asp
!30Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
Understanding Data Technology Requirements
Need to understand:
• How the technology works
• How it provides value in the 

context of a particular business
• Requirements of a data technology before determining
what technical solution to choose for a particular situation
Suggested questions:
• What problem does this data technology mean to solve?
• What sets this data technology apart from others?
• Are there specific hardware/software/operating systems/
storage/network/connectivity requirements?
• Does this technology include data security functionality?
!31Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
Defining Data Technology Architecture
• Data technology is part of the overall technology
architecture
• It is also often considered part of the enterprise’s data
architecture
• Data technology architecture addresses 3 questions:
1. What technologies are 

standard/required/preferred/acceptable?
2. Which technologies apply to which 

purposes and circumstances?
3. In a distributed environment, which 

technologies exist where, and 

how does data move from one node to another?
!32Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
!33Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
Computer-aided software engineering (CASE)
is the scientific application of a set of tools and
methods to a software system which is meant
to result in high-quality, defect-free, and
maintainable software products. It also refers
to methods for the development of information
systems together with automated tools that
can be used in the software development
process.
CASE Tools
Computer Aided Software/

Systems Engineering Tools
• Scientific application of a set of tools and
methods to a software system which is
meant to result in high-quality, defect free,
and maintainable software products
• Refers to methods for the development of
information systems together with
automated tools that can be used in the
software development process
• CASE functions include analysis, design,
and programming
!34Copyright 2019 by Data Blueprint Slide #
Source: http://en.wikipedia.org/wiki/
CASE-based Support
!35Copyright 2019 by Data Blueprint Slide #
http://www.visible.com
CASE-based Support
!36Copyright 2019 by Data Blueprint Slide #
http://www.visible.com
CASE-based Support
!37Copyright 2019 by Data Blueprint Slide #
http://www.visible.com
CASE Tool Evolution
• Microsoft
– Excel
– Powerpoint
– Visio
• ERwin ER/Studio
• Rational Rose
• Open source
– It is never free. Even open-sourced 

technology requires care and feeding
• List of CASE Tools
– http://www.unl.csi.cuny.edu/faqs/software-enginering/tools.html
!38Copyright 2019 by Data Blueprint Slide #
Figure 18.2 Sample
budget for
implementing a $2500/
seat CASE technology
can be $2.5 million
over a 5-year period
[adapted from Huff "Elements of a Realistic
CASE Tool Adoption Budget" © 1992
Communications of the ACM]
$187K =
$2500/seat
× 75 seats
$360K = training
$500K = workstations
$150K= assessment costs
$910K = total initial investment
$150K = in-house support
$ 55K = hardware and software maintenance
$ 60K = ongoing training and misc.
$265K = annual additional investment
× 5 years
$1325K investment over 5 years
!39Copyright 2019 by Data Blueprint Slide #
CASE Tool: "Taxonomy"
!40Copyright 2019 by Data Blueprint Slide #
This includes
• Senders
– flows from the CASE effort that
can inform the re-architecting
effort.
• Receivers
– flows from the project that can
inform the CASE effort.
• Senders and receivers
– some elements, such as
restructuring and reengineering,
are both senders and receivers.
A variety of
CASE-based
methods and
technologies can
access and
update the
metadata
metadata
Integration
Additional metadata uses 

accessible via: web; portal; 

XML; RDBMS
Everything must "fit" into one
CASE technology
Changing Model of CASE Tool Usage
!41Copyright 2019 by Data Blueprint Slide #
Limited access
from outside
the CASE
technology
environment
CASE 

tool-specific 

methods 

and 

technologies
Limited additional

metadata use
!42Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
The Biggest Challenges to Data Management Practice
!43Copyright 2019 by Data Blueprint Slide #
One Eighth of the Data Management Spend
• Metadata management
is still a nascent
discipline that only
represents 12% of the
time spent in data
management
!44Copyright 2019 by Data Blueprint Slide #
88%
12%
Metadata
Repositories have been difficult to "sell"
21 September 1999
Michael Blechar, Lisa Wallace
Management Summary
Most executive and IS managers view an IT metadata repository as an
esoteric technology that is not directly related to the business.
However, as will be seen, an IT metadata repository can substantially
help IS organizations support the applications, which in turn support
the business. An IT metadata repository is a pre-built system and
reference database where the IS organizations can track and manage
the information about the applications and databases they build and
maintain; think of it as the inventory and change impact reporting
system for IS. These repositories track metadata such as the
descriptions of jobs, programs, modules, screens, data and
databases, and the interrelationships between them. Metadata differs
from the actual data being described. Metadata is information about
data. For example, the metadata descriptions in the repository tell one
that the field "customer number" appears in Databases A, B and F ...
!45Copyright 2019 by Data Blueprint Slide #
[From gartner.com]
What tools do you use?
45%
23%
13%
9%
7%
2%
1% 1% 1% 1%
None HomeGrown Other CA Platinum Rochade Universal
Repository
DesignBank DWGuide InfoManager Interface
Metadata
Tool
• Almost one in four organizations
(23%) is building their own
Repository Technologies in Use
!46Copyright 2019 by Data Blueprint Slide #
Number Responding=181
• Almost one in two organizations
(45%) doesn't use
• The "traditional" players are 16%
Metadata Repositories 2004
"However, due to
cost (these tools
start at about
$150,000, but
frequently exceed
$1 million) and
being slow to
market in terms of
support for new
service-oriented
architectures
(SOAs), CA and
ASG have opened
the door to smaller
competitors"
!47Copyright 2019 by Data Blueprint Slide #
Magic Quadrant for Metadata Management Solutions
!48Copyright 2019 by Data Blueprint Slide #
https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
IBM's AD/Cycle Information Model
!49Copyright 2019 by Data Blueprint Slide #
!50Copyright 2019 by Data Blueprint Slide #
https://wiscorp.com/kwf_diagram.html
Implementing Metadata Repository Functionality
• "The repository" does not have to be an integrated
solution
– it must be an easily integrateable solution
• Repository functionality (does not equal a) repository
– metadata must easily evolve to repository solution
• Multiple repositories are not necessarily bad
– as interim solutions, Excel has been working quite well
• Minimal functionality includes
• ability to create, read, update, delete, and evolve metadata items
• Remember the 1st law of data management
– In order to manage metadata, you need metadata repository
functions
!51Copyright 2019 by Data Blueprint Slide #
!52Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
Time Spent by Data Management Teams Across Disciplines
!53Copyright 2019 by Data Blueprint Slide #
https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
Data Discovery Technologies
• Data analysis software technologies deliver up to 10X
productivity over manual approaches
• Based on a powerful computing technology that allows data
engineers to quickly form candidate hypotheses with respect to
the existing data structures
• Hypotheses are then presented to the SMEs (both business and
technical) who confirm, refine, or deny them
• Allows existing data structures to be inferred at rate that is an
order of magnitude more effective than previous manual
approaches
• Pioneers include Evoke->CSI, Metagenix->Ascential->IBM,
Sypherlink
!54Copyright 2019 by Data Blueprint Slide #
Profiling

Discovery 

Analysis
How has this been done in the past?
Old
• Manually
• Brute force
• Repository
dependent
• Quality
indifferent
• Not repeatable
New
• Semi-automated
• Engineered
• Repository
independent
• Integrated quality
• Repeatable
• Currency
• Accuracy
!55Copyright 2019 by Data Blueprint Slide #
!56Copyright 2019 by Data Blueprint Slide #
Select an Attribute to
get a list of values
Double-click a value to
see rows with that value
Reactive














Proactive
Comparing Weekly Progress
Monday
Morning:

Model

preparation
Afternoon:

Model refinement/
validation session
Tuesday
Morning:

Model refinement/
validation session
Afternoon:

Model refinement/
validation session
Wednesday
Morning:

Model

preparation
Afternoon:

Model refinement/
validation session
Thursday
Morning:

Model refinement/
validation session
Afternoon:

Model refinement/
validation session
Friday
Morning:

Model

preparation
Afternoon:

Model refinement/
validation session
Monday
Morning:

Model 

preparation
Afternoon:

Model 

preparation
Tuesday
Morning:

Model 

preparation
Afternoon:

Model refinement/
validation session
Wednesday
Morning:

Model 

preparation
Afternoon:

Model 

preparation
Thursday
Morning:

Model 

preparation
Afternoon:

Model refinement/
validation session
Friday
Morning:

Model 

preparation
Afternoon:

Model 

preparation
57
Copyright 2019 by Data Blueprint


Baseline



Relative
Condition
&

Amount
of

Evidence
[ ]
Confounding
characteristics



Data Handling,
Operating
Environment 

&
Language
Factor



(Factor => 1)
[ ][
Beneficial
characteristics




Key End User
Participation &
Net Automation
Impact



(Impact =<1)
]
Historical
organizational
reverse
engineering
performance data
[ ]
=
Project
characteristics
"The purpose of the Preliminary System Survey is to determine how long and how 

many resources will be required to reverse engineer the selected system components."
[ ]Project
characteristics
=
Project
Estimate
Preliminary System Survey (PSS)
58
Copyright 2019 by Data Blueprint
!59Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
Data Quality Engineering Tools
• 4 categories of activities:
1. Analysis
2. Cleansing
3. Enhancement
4. Monitoring

















• Principal tools:
1. Data Profiling
2. Parsing and
Standardization
3. Data Transformation
4. Identity Resolution and
Matching
5. Enhancement
6. Reporting
!60Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
DQ Tools
1. Data Profiling
– Need to be able to distinguish between good and bad data before
making any improvements
– Data profiling is a set of algorithms for 2 purposes:
• Statistical analysis and assessment of the data quality values within a data set
• Exploring relationships that exist between value collections within and across data
sets
!61Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
DQ Tools
2. Parsing & Standardization
– Data parsing tools enable the definition of patterns that feed into a
rules engine used to distinguish between valid and invalid data values
– Actions are triggered upon matching a specific pattern
– When an invalid pattern is recognized, the application may attempt to
transform the invalid value into one that meets expectations
!62Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
https://www.youtube.com/watch?v=r9UhJxFT5rk
DQ Tools
3. Data Transformation
– Upon identification of data errors, trigger data rules to transform the flawed
data
– Perform standardization and guide rule-based transformations by mapping
data values in their original formats and patterns into a target
representation
– Parsed components of a pattern are subjected to rearrangement,
corrections, or any changes as directed by the rules in the knowledge base
!63Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
DQ Tools
4. Identify Resolution &
Matching
– Basic approaches to matching:
– Deterministic
• Relies on defined patterns and rules for
assigning weights and scores to
determine similarity
– Predictable
• Only as good as anticipations of the rules
developers
– Probabilistic
• Uses statistical techniques to assess
probabilities that pairs of records
represent the same entity
– Not reliant on rules
• Refined based on experience -> matchers
can improve precision as more data is
analyzed
!64Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
DQ Tools
5. Enhancement
– A method for adding value to information by accumulating additional
information about a base set of entities and then merging all the
sets of information to provide a focused view
Examples:
– Time/date stamps
– Auditing information
– Contextual information
– Geographic information
– Demographic information
– Psychographic information
!65Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
DQ Tools
6. Reporting
• Good reporting supports:
– Inspection and monitoring of conformance to data quality
expectations
– Monitoring performance of data stewards conforming to data quality
SLAs
– Workflow processing for data quality incidents
– Manual oversight of data cleansing and correction
• Associate report results w/:
– Data quality measurement
– Metrics
– Activity
!66Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
!67Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
Data acquisition activities Data usage activitiesData storage
Traditional Data Life Cycle
!68Copyright 2019 by Data Blueprint Slide #
DataLifeCycleModel
!69Copyright 2019 by Data Blueprint Slide #
Metadata
Creation
Data
Assessment
MetadataRefinement
DataRefinement
Data
Manipulation
DataCreation
Data
Utilization
Metadata
Structuring
Data Storage
Metadata Data
Dimension Focus/Phase: Refinement Creation Structuring Creation Manipulation Refinement Utilization Assessment
Data
Architecture
Quality
Data architecture quality
is the focus of metadata
creation & refinement
efforts.
↵ ↵ ↵
Data Model
Quality
Data model quality is the
focus of metadata
refinement & structuring
efforts
↵ ↵ ↵
Data Value
Quality
Data value quality is the
focus of the data
creation, manipulation,
and refinements phases.
↵ ↵ ↵ ↵
Data
Representation
Quality
Data representation
quality is the focus of
data utilization phase.
↵ ↵
Dimensions Related to Phases
• Data architecture quality is the focus of metadata creation and refinement efforts.
• Data model quality is the focus of metadata structuring efforts
• Data value quality is the focus of the data creation, manipulation, and refinements phases.
• Data architecture and model quality are the focus of metadata refinement efforts.
• Data representation quality is the focus of data utilization and assessment phase.
!70Copyright 2019 by Data Blueprint Slide #
!71Copyright 2019 by Data Blueprint Slide #
By the end of this session, you should have a better
understanding of data management technologies in
terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
Approaching Data Management Technologies
Other Technologies
Data Integration Definition:
• Pulling together and reconciling dispersed data for
analytic purposes that organizations have maintained in
multiple, heterogeneous systems. Data needs to be
accessed and extracted, moved and loaded, validated
and cleaned, standardized and transformed.
• Other tools include:
– Servers
– EII technologies
– Portals
– Conversion tools
!72Copyright 2019 by Data Blueprint Slide #
Source: http://www.information-management.com
Portal Options
!73Copyright 2019 by Data Blueprint Slide #
[Adapted from Terry Lanham Designing Innovative Enterprise Portals and Implementing Them Into Your Content Strategies Lockheed
Martin’s Compelling Case Study Web Content II: Leveraging Best-of-Breed Content Strategies - San Francisco, CA 23 January 2001]
Legacy Systems Transformed Into Web-services Accessed Through a Portal
!74Copyright 2019 by Data Blueprint Slide #
Organizational Portal
Saturday, April 6, 2019 - All systems operational!
Organizational News
• Organizational Early News • Industry News
• Press Releases • Newsletters
Organizational IT
• Service Desk
• Settings
Email
• 320 new msgs, 14,572 total
• Send quick email
Organizational Essentials
• Knowledge network
• Employee assistance
• IT procurement
• Organizational media design
• Organizational merchandise
Search
Go
Stocks
Full Portfolio



XYZ

YYZ

ZZZ
Market Update



50

29.5

45.25
As of: 

Saturday, April 6, 2019
Get Quote
Reporting
Regional
• Northeast
• Northwest
• Southeast
• Southwest
• Midnorth
• Midsouth
State
• Alabama
• Arkansas
• Georgia
• Mississippi
• Vermont
• Virginia
Legacy

Application 1
Legacy

Application 2
Legacy

Application 3
Legacy

Application 4
Legacy

Application 5
Web

Service 1.1
Web

Service 1.2
Web

Service 1.3
Web

Service 2.1
Web

Service 2.2
Web

Service 3.1
Web

Service 3.2
Web

Service 4.1
Web

Service 4.2
Web

Service 5.1
Web

Service 5.2
Web

Service 5.3
!75Copyright 2019 by Data Blueprint Slide #
Top Tier Demo
Portals as a Data Quality Tool
!76Copyright 2019 by Data Blueprint Slide #
Defining Spaces
• ETL Extract Transform, Load
– delivers aggregated data to a 

new database
• EAI Enterprise Application Integration
– connects applications to other applications in a
predictable manner using 

pre-established connections
• EII Enterprise Information Integration
– between ETL and EAI - delivers tailored views of
information to users at the time that it is required
!77Copyright 2019 by Data Blueprint Slide #
Meta-Matrix Integration Example
!78Copyright 2019 by Data Blueprint Slide #
Approaching Data Management Technologies
By the end of this session, you should have a better
understanding of data management technologies and their
use as part of a people process & technology 3-legged stool
in terms of:
• Technology Considerations
• Data Technology Architecture
• CASE Tools
• Repositories
• Profiling/Discovery Tools
• Data Quality Engineering Tools
• Data Life Cycle
• Other Technologies:
– Servers, EII Technologies, Portals, Conversion Tools
!79Copyright 2019 by Data Blueprint Slide #
Gartner Key Findings
• Data assets continue to drive strategic cloud service
providers’ offerings
• Machine learning is increasingly popular–key uses:
– Data integration tools,
– Database management systems,
– Data quality tools and
– Metadata management solutions
• Increasing use of cloud for production applications
requiring that database in the cloud
• Organizations applying a combination of data warehouses,
data lakes and data hubs can achieve greater flexibility to
support a range of use cases compared to those applying
only one.
!80Copyright 2019 by Data Blueprint Slide #
https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
+ =
Questions?
!81Copyright 2019 by Data Blueprint Slide #
It’s your turn! 

Use the chat feature or
Twitter (#dataed) to submit
your questions now!
IT Business
Data
Perceived State of Data
!82Copyright 2019 by Data Blueprint Slide #
Data
Desired To Be State of Data
!83Copyright 2019 by Data Blueprint Slide #
IT Business
The Real State of Data
!84Copyright 2019 by Data Blueprint Slide #
Data
IT Business
It isn't possible to go digital
Digital
!85Copyright 2019 by Data Blueprint Slide #
aBy just spelling 'data'
Dat
!86Copyright 2019 by Data Blueprint Slide #
It requires more work
Data
!87Copyright 2019 by Data Blueprint Slide #
a
Lady Ada Augusta King Rule
!88Copyright 2019 by Data Blueprint Slide #
https://people.well.com/user/adatoole/bio.htm
Recent Technology Realization
!89Copyright 2019 by Data Blueprint Slide #
GarbageIn➜
GarbageOut!Recent
GI➜GO!
!90Copyright 2019 by Data Blueprint Slide #
Perfect 

Model
Garbage 

Data
Garbage 

Results
Data
Warehouse
Machine
Learning
Business
Intelligence
Block ChainAIMDM
Data
Governance
AnalyticsTechnology
GI➜GO!
!91Copyright 2019 by Data Blueprint Slide #
Perfect 

Model
Garbage 

Data
Garbage 

Results
Data
Warehouse
Machine
Learning
Business
Intelligence
Block Chain
AI
MDM
Analytics
Technology
Data
Governance
Quality In ➜ Quality Out!
!92Copyright 2019 by Data Blueprint Slide #
Perfect 

Model
Quality 

Data
Good 

Results
Data
Warehouse
Machine
Learning
Business
Intelligence
Block Chain
AI
MDM
Analytics
Technology
Data
Governance
More Data Management Tools
!93Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
More Data Management Tools
!94Copyright 2019 by Data Blueprint Slide #
from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
Gartner Recommendations
Leaders seeking to advance their strategies and deliver effective solutions
must:
• Validate both product capabilities and data availability
• Leverage automation to free up scarce specialist resources
• Update policies and governance 

standards to address cloud and 

database platform as a service 

(dbPaaS) before purchasing
• Favor providers with a clear 

roadmap for ML enabling better 

business outcomes or service levels
• Don’t expect a single piece of 

infrastructure to meet all of your 

needs. Plan the core by 

assessing use case type, 

processing flexibility and 

semantic requirements
!95Copyright 2019 by Data Blueprint Slide #
https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
Upcoming Events
May Webinar

Data Management Maturity: 

Achieving Best Practices using DMM

May 14, 2019 @ 2:00 PM ET
June Webinar

Data Governance: 

Achieving Best Practices using DMM

June 11, 2019 @ 2:00 PM ET


Sign up for webinars at: 

www.datablueprint.com/webinar-schedule
!96Copyright 2019 by Data Blueprint Slide #
Brought to you by:
10124 W. Broad Street, Suite C
Glen Allen, Virginia 23060
804.521.4056
Copyright 2019 by Data Blueprint Slide # 97

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DataEd Slides: Approaching Data Management Technologies

  • 1. Peter Aiken, Ph.D. Approaching Data Management Technologies Copyright 2019 by Data Blueprint Slide # !1 Unlocking Business Value Peter Aiken, PhD • DAMA International President 2009-2013 / 2018 • DAMA International Achievement Award 2001 
 (with Dr. E. F. "Ted" Codd • DAMA International Community Award 2005 Peter Aiken, Ph.D. !2Copyright 2019 by Data Blueprint Slide # • I've been doing this a long time • My work is recognized as useful • Associate Professor of IS (vcu.edu) • Founder, Data Blueprint (datablueprint.com) • DAMA International (dama.org) • 10 books and dozens of articles • Experienced w/ 500+ data management practices worldwide • Multi-year immersions – US DoD (DISA/Army/Marines/DLA) – Nokia – Deutsche Bank – Wells Fargo – Walmart – … PETER AIKEN WITH JUANITA BILLINGS FOREWORD BY JOHN BOTTEGA MONETIZING DATA MANAGEMENT Unlocking the Value in Your Organization’s Most Important Asset.
  • 2. Unified Data Orchestration for the Cloud Dipti Borkar |Vice President, Product | Alluxio dipti@alluxio.com | @dborkar
  • 3. 4 big trends driving the need for a new architecture Separation of Compute & Storage Hybrid – Multi cloud environments Self-service data across the enterprise Rise of the object store
  • 4. Data Ecosystem - Beta Data Ecosystem 1.0 COMPUTE STORAGE STORAGE COMPUTE
  • 5. Data Orchestration for the Cloud Java File API HDFS Interface S3 Interface REST APIFUSE Interface HDFS Driver Swift Driver S3 Driver NFS Driver
  • 6. Use Cases Data Orchestration Enables Hive Alluxio Run big data workloads in hybrid cloud environments On premise Same instance / container Spark Alluxio Any Cloud / Multi Cloud Same data center / region PrestoSpark Alluxio Accelerate big data frameworks on the public cloud Same instance / container Enable big data on object stores across single or multiple clouds Standalone
  • 7. Unified Namespace Bring all files into a single interface Interact with data using any API Accelerate & tier data transparently API Translation Intelligent Multi-tiering Key Innovations of theVirtual Unified File System
  • 8. Incredible Open Source Momentum with growing community 900+ contributors & growing 3760+ Git Stars Apache 2.0 Licensed Hundreds of thousands of downloads Join the conversation on Slack alluxio.org/slack
  • 9. 1Infogix Confidential Copyright 2019 • Innovating data solutions since 1982 • Headquartered in Chicago • Large and mid‐size customers world‐wide: • Organizations rely on Infogix so they can trust  their data • Average customer tenure > 18 years Infogix “Industries that thrive on data”
  • 10. !3Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies Transform 4 Problems with forklifting 1. no basis for decisions made 2. no inclusion of architecture/engineering concepts 3. no idea that these concepts are 
 missing from 
 the process 4. 80% of organizational data is ROT Less Cleaner More shareable 
 ... data Making Cloud Successful Copyright 2019 by Data Blueprint
  • 11. Gartner Strategic Planning Assumptions • By 2021 – Strategy using data hubs, lakes and warehouses will support 30% more use cases (capabilities) than competitors. • By 2022 – 50% of cloud decisions based on data assets provided rather than on the product capabilities. – Active metadata will reduce time to data delivery by 30%. • By 2023 – AI-enabled automation will reduce 
 the need for IT specialists by 20%. – 75% of all databases will be cloud, reducing the DBMS vendor landscape and increasing complexity for data governance and integration. !5Copyright 2019 by Data Blueprint Slide # https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6 Gartner Cloud Vendor Offerings CSP-specific data assets may be of interest when combined with easy access, becoming a key differentiator. 
 For example: • Google: – Google Search data – YouTube data – Google Ads data – Retailers. • Azure – LinkedIn – Office 365 data – Sales and customer-relationship-focused analytics !6Copyright 2019 by Data Blueprint Slide # https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
  • 12. Core Data Management Capabilities !7Copyright 2019 by Data Blueprint Slide # https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6 
 
 
 UsesUsesReuses What is data management? !8Copyright 2019 by Data Blueprint Slide # Sources 
 Data Engineering 
 Data 
 Delivery 
 Data
 Storage Specialized Team Skills Data Governance Understanding the current and future data needs of an enterprise and making that data effective and efficient in supporting 
 business activities

 Aiken, P, Allen, M. D., Parker, B., Mattia, A., 
 "Measuring Data Management's Maturity: 
 A Community's Self-Assessment" 
 IEEE Computer (research feature April 2007) Data management practices connect data sources and uses in an organized and efficient manner • Engineering • Storage • Delivery • Governance When executed, 
 engineering, storage, and 
 delivery implement governance Note: does not well-depict data reuse
  • 13. Standard data Data supply Data literacy Making a Better Data Sandwich !9Copyright 2019 by Data Blueprint Slide # Data literacy Standard data Data supply Making a Better Data Sandwich !10Copyright 2019 by Data Blueprint Slide # Standard data Data supply Data literacy
  • 14. !11Copyright 2019 by Data Blueprint Slide # Standard data Data supply Data literacy This cannot happen without engineering and architecture! Quality engineering/
 architecture work products 
 do not happen accidentally! Making a Better Data Sandwich Technologies by themselves, are a One Legged Stool !12Copyright 2019 by Data Blueprint Slide #
  • 15. !13Copyright 2019 by Data Blueprint Slide # Success Requires a 3-Legged Stool People Process Technology !14Copyright 2019 by Data Blueprint Slide # People Process Technology
  • 16. !15Copyright 2019 by Data Blueprint Slide # • as opposed to mobile device management • MDM is a discipline or strategy – "… where the business and the IT organization 
 work together to ensure the uniformity, accuracy, 
 semantic persistence, stewardship and accountability 
 of the enterprise's official, shared master data." • Sold as technology- based solution Definitions !16Copyright 2019 by Data Blueprint Slide #
  • 17. Master Data Architecture !17Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International • Technology-first approaches often de- emphasize the 
 people and process components • Successful MDM also requires – Governance/quality – Process architecture !18Copyright 2019 by Data Blueprint Slide # Tools and Methods
 Are Required!
  • 18. Growth of Data vs. Growth of Data Analysts • Stored data accumulating at 
 28% annual growth rate • Data analysts in workforce 
 growing at 5.7% growth rate !19Copyright 2019 by Data Blueprint Slide # Supply/demand for data talent https://www.logianalytics.com/bi-trends/3-keys-understanding-data/ !20Copyright 2019 by Data Blueprint Slide # R. Buckminster Fuller
  • 19. !21Copyright 2019 by Data Blueprint Slide # https://en.wikipedia.org/wiki/Moore%27s_law#/media/File:Moore%27s_Law_Transistor_Count_1971-2016.png Postpone technology investments 
 as long as possible The hardest part of requirements is not doing design Vendor Hype • CIOs/CDOs feel pressure • Vendor/project promise auditing • No understanding of hype curve !22Copyright 2019 by Data Blueprint Slide #
  • 20. Who wrote this … ? !23Copyright 2019 by Data Blueprint Slide # • In considering any new subject, • there is frequently a tendency first to overrate what we find to be already interesting or remarkable, and • secondly - by a sort of natural reaction - to undervalue the true state of the case. – Lady Augusta Ada King, (1815 – 1852)
 Countess of Lovelace – (aka) Ada Lovelace, 
 daughter of Lord Byron – Publisher of the first 
 computing program !24Copyright 2019 by Data Blueprint Slide #
  • 21. Gartner Five-phase Hype Cycle http://www.gartner.com/technology/research/methodologies/hype-cycle.jsp !25Copyright 2019 by Data Blueprint Slide # Technology Trigger: A potential technology breakthrough kicks things off. Early proof-of-concept stories and media interest trigger significant publicity. Often no usable products exist and commercial viability is unproven. Trough of Disillusionment: Interest wanes as experiments and implementations fail to deliver. Producers of the technology shake out or fail. Investments continue only if the surviving providers improve their products to the satisfaction of early adopters. Peak of Inflated Expectations: Early publicity produces a number of success stories—often accompanied by scores of failures. Some companies take action; many do not. Slope of Enlightenment: More instances of how the technology can benefit the enterprise start to crystallize and become more widely understood. Second- and third- generation products appear from technology providers. More enterprises fund pilots; conservative companies remain cautious. Plateau of Productivity: Mainstream adoption starts to take off. Criteria for assessing provider viability are more clearly defined. The technology’s broad market applicability and relevance are clearly paying off. Hype Cycle for Data Management !26Copyright 2019 by Data Blueprint Slide #
  • 22. Hype Cycle for Information Governance and Master Data Management !27Copyright 2019 by Data Blueprint Slide # Hype Cycle for Analytics and Business Intelligence !28Copyright 2019 by Data Blueprint Slide #
  • 23. !29Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies Data Management Technologies • Managing data technology should follow the same principles and standards for managing any technology • Leading reference model for technology management is the Information Technology Infrastructure Library (ITIL): http://www.itil-officialsite.com/home/home.asp !30Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
  • 24. Understanding Data Technology Requirements Need to understand: • How the technology works • How it provides value in the 
 context of a particular business • Requirements of a data technology before determining what technical solution to choose for a particular situation Suggested questions: • What problem does this data technology mean to solve? • What sets this data technology apart from others? • Are there specific hardware/software/operating systems/ storage/network/connectivity requirements? • Does this technology include data security functionality? !31Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International Defining Data Technology Architecture • Data technology is part of the overall technology architecture • It is also often considered part of the enterprise’s data architecture • Data technology architecture addresses 3 questions: 1. What technologies are 
 standard/required/preferred/acceptable? 2. Which technologies apply to which 
 purposes and circumstances? 3. In a distributed environment, which 
 technologies exist where, and 
 how does data move from one node to another? !32Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
  • 25. !33Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies Computer-aided software engineering (CASE) is the scientific application of a set of tools and methods to a software system which is meant to result in high-quality, defect-free, and maintainable software products. It also refers to methods for the development of information systems together with automated tools that can be used in the software development process. CASE Tools Computer Aided Software/
 Systems Engineering Tools • Scientific application of a set of tools and methods to a software system which is meant to result in high-quality, defect free, and maintainable software products • Refers to methods for the development of information systems together with automated tools that can be used in the software development process • CASE functions include analysis, design, and programming !34Copyright 2019 by Data Blueprint Slide # Source: http://en.wikipedia.org/wiki/
  • 26. CASE-based Support !35Copyright 2019 by Data Blueprint Slide # http://www.visible.com CASE-based Support !36Copyright 2019 by Data Blueprint Slide # http://www.visible.com
  • 27. CASE-based Support !37Copyright 2019 by Data Blueprint Slide # http://www.visible.com CASE Tool Evolution • Microsoft – Excel – Powerpoint – Visio • ERwin ER/Studio • Rational Rose • Open source – It is never free. Even open-sourced 
 technology requires care and feeding • List of CASE Tools – http://www.unl.csi.cuny.edu/faqs/software-enginering/tools.html !38Copyright 2019 by Data Blueprint Slide #
  • 28. Figure 18.2 Sample budget for implementing a $2500/ seat CASE technology can be $2.5 million over a 5-year period [adapted from Huff "Elements of a Realistic CASE Tool Adoption Budget" © 1992 Communications of the ACM] $187K = $2500/seat × 75 seats $360K = training $500K = workstations $150K= assessment costs $910K = total initial investment $150K = in-house support $ 55K = hardware and software maintenance $ 60K = ongoing training and misc. $265K = annual additional investment × 5 years $1325K investment over 5 years !39Copyright 2019 by Data Blueprint Slide # CASE Tool: "Taxonomy" !40Copyright 2019 by Data Blueprint Slide # This includes • Senders – flows from the CASE effort that can inform the re-architecting effort. • Receivers – flows from the project that can inform the CASE effort. • Senders and receivers – some elements, such as restructuring and reengineering, are both senders and receivers.
  • 29. A variety of CASE-based methods and technologies can access and update the metadata metadata Integration Additional metadata uses 
 accessible via: web; portal; 
 XML; RDBMS Everything must "fit" into one CASE technology Changing Model of CASE Tool Usage !41Copyright 2019 by Data Blueprint Slide # Limited access from outside the CASE technology environment CASE 
 tool-specific 
 methods 
 and 
 technologies Limited additional
 metadata use !42Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies
  • 30. The Biggest Challenges to Data Management Practice !43Copyright 2019 by Data Blueprint Slide # One Eighth of the Data Management Spend • Metadata management is still a nascent discipline that only represents 12% of the time spent in data management !44Copyright 2019 by Data Blueprint Slide # 88% 12% Metadata
  • 31. Repositories have been difficult to "sell" 21 September 1999 Michael Blechar, Lisa Wallace Management Summary Most executive and IS managers view an IT metadata repository as an esoteric technology that is not directly related to the business. However, as will be seen, an IT metadata repository can substantially help IS organizations support the applications, which in turn support the business. An IT metadata repository is a pre-built system and reference database where the IS organizations can track and manage the information about the applications and databases they build and maintain; think of it as the inventory and change impact reporting system for IS. These repositories track metadata such as the descriptions of jobs, programs, modules, screens, data and databases, and the interrelationships between them. Metadata differs from the actual data being described. Metadata is information about data. For example, the metadata descriptions in the repository tell one that the field "customer number" appears in Databases A, B and F ... !45Copyright 2019 by Data Blueprint Slide # [From gartner.com] What tools do you use? 45% 23% 13% 9% 7% 2% 1% 1% 1% 1% None HomeGrown Other CA Platinum Rochade Universal Repository DesignBank DWGuide InfoManager Interface Metadata Tool • Almost one in four organizations (23%) is building their own Repository Technologies in Use !46Copyright 2019 by Data Blueprint Slide # Number Responding=181 • Almost one in two organizations (45%) doesn't use • The "traditional" players are 16%
  • 32. Metadata Repositories 2004 "However, due to cost (these tools start at about $150,000, but frequently exceed $1 million) and being slow to market in terms of support for new service-oriented architectures (SOAs), CA and ASG have opened the door to smaller competitors" !47Copyright 2019 by Data Blueprint Slide # Magic Quadrant for Metadata Management Solutions !48Copyright 2019 by Data Blueprint Slide # https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
  • 33. IBM's AD/Cycle Information Model !49Copyright 2019 by Data Blueprint Slide # !50Copyright 2019 by Data Blueprint Slide # https://wiscorp.com/kwf_diagram.html
  • 34. Implementing Metadata Repository Functionality • "The repository" does not have to be an integrated solution – it must be an easily integrateable solution • Repository functionality (does not equal a) repository – metadata must easily evolve to repository solution • Multiple repositories are not necessarily bad – as interim solutions, Excel has been working quite well • Minimal functionality includes • ability to create, read, update, delete, and evolve metadata items • Remember the 1st law of data management – In order to manage metadata, you need metadata repository functions !51Copyright 2019 by Data Blueprint Slide # !52Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies
  • 35. Time Spent by Data Management Teams Across Disciplines !53Copyright 2019 by Data Blueprint Slide # https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6 Data Discovery Technologies • Data analysis software technologies deliver up to 10X productivity over manual approaches • Based on a powerful computing technology that allows data engineers to quickly form candidate hypotheses with respect to the existing data structures • Hypotheses are then presented to the SMEs (both business and technical) who confirm, refine, or deny them • Allows existing data structures to be inferred at rate that is an order of magnitude more effective than previous manual approaches • Pioneers include Evoke->CSI, Metagenix->Ascential->IBM, Sypherlink !54Copyright 2019 by Data Blueprint Slide # Profiling
 Discovery 
 Analysis
  • 36. How has this been done in the past? Old • Manually • Brute force • Repository dependent • Quality indifferent • Not repeatable New • Semi-automated • Engineered • Repository independent • Integrated quality • Repeatable • Currency • Accuracy !55Copyright 2019 by Data Blueprint Slide # !56Copyright 2019 by Data Blueprint Slide # Select an Attribute to get a list of values Double-click a value to see rows with that value
  • 37. Reactive

 
 
 
 
 
 
 Proactive Comparing Weekly Progress Monday Morning:
 Model
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 Model refinement/ validation session Tuesday Morning:
 Model refinement/ validation session Afternoon:
 Model refinement/ validation session Wednesday Morning:
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 Model refinement/ validation session Thursday Morning:
 Model refinement/ validation session Afternoon:
 Model refinement/ validation session Friday Morning:
 Model
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 Model refinement/ validation session Monday Morning:
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 preparation Tuesday Morning:
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 Model refinement/ validation session Wednesday Morning:
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 Model refinement/ validation session Friday Morning:
 Model 
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 Model 
 preparation 57 Copyright 2019 by Data Blueprint 
 Baseline
 
 Relative Condition &
 Amount of
 Evidence [ ] Confounding characteristics
 
 Data Handling, Operating Environment 
 & Language Factor
 
 (Factor => 1) [ ][ Beneficial characteristics 
 
 Key End User Participation & Net Automation Impact
 
 (Impact =<1) ] Historical organizational reverse engineering performance data [ ] = Project characteristics "The purpose of the Preliminary System Survey is to determine how long and how 
 many resources will be required to reverse engineer the selected system components." [ ]Project characteristics = Project Estimate Preliminary System Survey (PSS) 58 Copyright 2019 by Data Blueprint
  • 38. !59Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies Data Quality Engineering Tools • 4 categories of activities: 1. Analysis 2. Cleansing 3. Enhancement 4. Monitoring
 
 
 
 
 
 
 
 
 • Principal tools: 1. Data Profiling 2. Parsing and Standardization 3. Data Transformation 4. Identity Resolution and Matching 5. Enhancement 6. Reporting !60Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
  • 39. DQ Tools 1. Data Profiling – Need to be able to distinguish between good and bad data before making any improvements – Data profiling is a set of algorithms for 2 purposes: • Statistical analysis and assessment of the data quality values within a data set • Exploring relationships that exist between value collections within and across data sets !61Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International DQ Tools 2. Parsing & Standardization – Data parsing tools enable the definition of patterns that feed into a rules engine used to distinguish between valid and invalid data values – Actions are triggered upon matching a specific pattern – When an invalid pattern is recognized, the application may attempt to transform the invalid value into one that meets expectations !62Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International https://www.youtube.com/watch?v=r9UhJxFT5rk
  • 40. DQ Tools 3. Data Transformation – Upon identification of data errors, trigger data rules to transform the flawed data – Perform standardization and guide rule-based transformations by mapping data values in their original formats and patterns into a target representation – Parsed components of a pattern are subjected to rearrangement, corrections, or any changes as directed by the rules in the knowledge base !63Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International DQ Tools 4. Identify Resolution & Matching – Basic approaches to matching: – Deterministic • Relies on defined patterns and rules for assigning weights and scores to determine similarity – Predictable • Only as good as anticipations of the rules developers – Probabilistic • Uses statistical techniques to assess probabilities that pairs of records represent the same entity – Not reliant on rules • Refined based on experience -> matchers can improve precision as more data is analyzed !64Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
  • 41. DQ Tools 5. Enhancement – A method for adding value to information by accumulating additional information about a base set of entities and then merging all the sets of information to provide a focused view Examples: – Time/date stamps – Auditing information – Contextual information – Geographic information – Demographic information – Psychographic information !65Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International DQ Tools 6. Reporting • Good reporting supports: – Inspection and monitoring of conformance to data quality expectations – Monitoring performance of data stewards conforming to data quality SLAs – Workflow processing for data quality incidents – Manual oversight of data cleansing and correction • Associate report results w/: – Data quality measurement – Metrics – Activity !66Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
  • 42. !67Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies Data acquisition activities Data usage activitiesData storage Traditional Data Life Cycle !68Copyright 2019 by Data Blueprint Slide #
  • 43. DataLifeCycleModel !69Copyright 2019 by Data Blueprint Slide # Metadata Creation Data Assessment MetadataRefinement DataRefinement Data Manipulation DataCreation Data Utilization Metadata Structuring Data Storage Metadata Data Dimension Focus/Phase: Refinement Creation Structuring Creation Manipulation Refinement Utilization Assessment Data Architecture Quality Data architecture quality is the focus of metadata creation & refinement efforts. ↵ ↵ ↵ Data Model Quality Data model quality is the focus of metadata refinement & structuring efforts ↵ ↵ ↵ Data Value Quality Data value quality is the focus of the data creation, manipulation, and refinements phases. ↵ ↵ ↵ ↵ Data Representation Quality Data representation quality is the focus of data utilization phase. ↵ ↵ Dimensions Related to Phases • Data architecture quality is the focus of metadata creation and refinement efforts. • Data model quality is the focus of metadata structuring efforts • Data value quality is the focus of the data creation, manipulation, and refinements phases. • Data architecture and model quality are the focus of metadata refinement efforts. • Data representation quality is the focus of data utilization and assessment phase. !70Copyright 2019 by Data Blueprint Slide #
  • 44. !71Copyright 2019 by Data Blueprint Slide # By the end of this session, you should have a better understanding of data management technologies in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools Approaching Data Management Technologies Other Technologies Data Integration Definition: • Pulling together and reconciling dispersed data for analytic purposes that organizations have maintained in multiple, heterogeneous systems. Data needs to be accessed and extracted, moved and loaded, validated and cleaned, standardized and transformed. • Other tools include: – Servers – EII technologies – Portals – Conversion tools !72Copyright 2019 by Data Blueprint Slide # Source: http://www.information-management.com
  • 45. Portal Options !73Copyright 2019 by Data Blueprint Slide # [Adapted from Terry Lanham Designing Innovative Enterprise Portals and Implementing Them Into Your Content Strategies Lockheed Martin’s Compelling Case Study Web Content II: Leveraging Best-of-Breed Content Strategies - San Francisco, CA 23 January 2001] Legacy Systems Transformed Into Web-services Accessed Through a Portal !74Copyright 2019 by Data Blueprint Slide # Organizational Portal Saturday, April 6, 2019 - All systems operational! Organizational News • Organizational Early News • Industry News • Press Releases • Newsletters Organizational IT • Service Desk • Settings Email • 320 new msgs, 14,572 total • Send quick email Organizational Essentials • Knowledge network • Employee assistance • IT procurement • Organizational media design • Organizational merchandise Search Go Stocks Full Portfolio
 
 XYZ
 YYZ
 ZZZ Market Update
 
 50
 29.5
 45.25 As of: 
 Saturday, April 6, 2019 Get Quote Reporting Regional • Northeast • Northwest • Southeast • Southwest • Midnorth • Midsouth State • Alabama • Arkansas • Georgia • Mississippi • Vermont • Virginia Legacy
 Application 1 Legacy
 Application 2 Legacy
 Application 3 Legacy
 Application 4 Legacy
 Application 5 Web
 Service 1.1 Web
 Service 1.2 Web
 Service 1.3 Web
 Service 2.1 Web
 Service 2.2 Web
 Service 3.1 Web
 Service 3.2 Web
 Service 4.1 Web
 Service 4.2 Web
 Service 5.1 Web
 Service 5.2 Web
 Service 5.3
  • 46. !75Copyright 2019 by Data Blueprint Slide # Top Tier Demo Portals as a Data Quality Tool !76Copyright 2019 by Data Blueprint Slide #
  • 47. Defining Spaces • ETL Extract Transform, Load – delivers aggregated data to a 
 new database • EAI Enterprise Application Integration – connects applications to other applications in a predictable manner using 
 pre-established connections • EII Enterprise Information Integration – between ETL and EAI - delivers tailored views of information to users at the time that it is required !77Copyright 2019 by Data Blueprint Slide # Meta-Matrix Integration Example !78Copyright 2019 by Data Blueprint Slide #
  • 48. Approaching Data Management Technologies By the end of this session, you should have a better understanding of data management technologies and their use as part of a people process & technology 3-legged stool in terms of: • Technology Considerations • Data Technology Architecture • CASE Tools • Repositories • Profiling/Discovery Tools • Data Quality Engineering Tools • Data Life Cycle • Other Technologies: – Servers, EII Technologies, Portals, Conversion Tools !79Copyright 2019 by Data Blueprint Slide # Gartner Key Findings • Data assets continue to drive strategic cloud service providers’ offerings • Machine learning is increasingly popular–key uses: – Data integration tools, – Database management systems, – Data quality tools and – Metadata management solutions • Increasing use of cloud for production applications requiring that database in the cloud • Organizations applying a combination of data warehouses, data lakes and data hubs can achieve greater flexibility to support a range of use cases compared to those applying only one. !80Copyright 2019 by Data Blueprint Slide # https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6
  • 49. + = Questions? !81Copyright 2019 by Data Blueprint Slide # It’s your turn! 
 Use the chat feature or Twitter (#dataed) to submit your questions now! IT Business Data Perceived State of Data !82Copyright 2019 by Data Blueprint Slide #
  • 50. Data Desired To Be State of Data !83Copyright 2019 by Data Blueprint Slide # IT Business The Real State of Data !84Copyright 2019 by Data Blueprint Slide # Data IT Business
  • 51. It isn't possible to go digital Digital !85Copyright 2019 by Data Blueprint Slide # aBy just spelling 'data' Dat !86Copyright 2019 by Data Blueprint Slide #
  • 52. It requires more work Data !87Copyright 2019 by Data Blueprint Slide # a Lady Ada Augusta King Rule !88Copyright 2019 by Data Blueprint Slide # https://people.well.com/user/adatoole/bio.htm
  • 53. Recent Technology Realization !89Copyright 2019 by Data Blueprint Slide # GarbageIn➜ GarbageOut!Recent GI➜GO! !90Copyright 2019 by Data Blueprint Slide # Perfect 
 Model Garbage 
 Data Garbage 
 Results Data Warehouse Machine Learning Business Intelligence Block ChainAIMDM Data Governance AnalyticsTechnology
  • 54. GI➜GO! !91Copyright 2019 by Data Blueprint Slide # Perfect 
 Model Garbage 
 Data Garbage 
 Results Data Warehouse Machine Learning Business Intelligence Block Chain AI MDM Analytics Technology Data Governance Quality In ➜ Quality Out! !92Copyright 2019 by Data Blueprint Slide # Perfect 
 Model Quality 
 Data Good 
 Results Data Warehouse Machine Learning Business Intelligence Block Chain AI MDM Analytics Technology Data Governance
  • 55. More Data Management Tools !93Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International More Data Management Tools !94Copyright 2019 by Data Blueprint Slide # from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International
  • 56. Gartner Recommendations Leaders seeking to advance their strategies and deliver effective solutions must: • Validate both product capabilities and data availability • Leverage automation to free up scarce specialist resources • Update policies and governance 
 standards to address cloud and 
 database platform as a service 
 (dbPaaS) before purchasing • Favor providers with a clear 
 roadmap for ML enabling better 
 business outcomes or service levels • Don’t expect a single piece of 
 infrastructure to meet all of your 
 needs. Plan the core by 
 assessing use case type, 
 processing flexibility and 
 semantic requirements !95Copyright 2019 by Data Blueprint Slide # https://www.gartner.com/document/3894971?ref=solrAll&refval=219836558&qid=de595a5685b6f86db0ec6 Upcoming Events May Webinar
 Data Management Maturity: 
 Achieving Best Practices using DMM
 May 14, 2019 @ 2:00 PM ET June Webinar
 Data Governance: 
 Achieving Best Practices using DMM
 June 11, 2019 @ 2:00 PM ET 
 Sign up for webinars at: 
 www.datablueprint.com/webinar-schedule !96Copyright 2019 by Data Blueprint Slide # Brought to you by:
  • 57. 10124 W. Broad Street, Suite C Glen Allen, Virginia 23060 804.521.4056 Copyright 2019 by Data Blueprint Slide # 97