Thanks to wiki leaks, the NSA and intense regulatory environments, metadata is now a common term. What is the role of the Top Data Job and what are the options to deploy an effective metadata environment. John will explore some new avenues and lessons learned for metadata. In this webinar, we will discuss: Metadata Architectures Metadata Types and Categories Trends in Metadata Technology The CDO’s role in the Metadata Function

1. Meta Data and
the CDO
© 2015 IMCue Solutions, Inc.

2. Background & Agenda
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• Metadata Types and Categories
• Trends in Metadata Technology
• The CDO’s role in the Metadata
Function

3. Definition of meta data – perspective
• Cocktail party definition
– “Data about data”
• Business definition
– Item Master for Data
• Techno definition
– Whatever we need to
make it work
• Usage-based definition
– How you need to use it

4. Sample definition
• Gartner
– Data describing various facets of a data asset, for the
purpose of improving its usability throughout its life cycle
– Metadata unlocks the value of data, and therefore
requires management attention
[Gartner 2010]
• IMCue
– Data required to manage and use information assets
successfully
– The “DNA” of an enterprise
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5. Meta Data to Date
• Perceptions
– Needed (maybe)
– Sunk cost
• Recent justification from
regulations and NSA
• Most organizations more
serious
– Sustainable meta data
– Key component of
information asset
management
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6. Metadata Types and Categories
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7. DNA Model
D
N
A
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8. DNA to Gartner xref
Run Grow Transform
reduce risks, eliminate
inefficiency and improve
responsiveness
target improvements
across the entire
value chain
attain new horizons,
new markets and new
models
Define Trust
Compliance
Consistency
Accuracy
Recognition
Understanding
Navigate Compliance
Quality
Expedience
Where used
Leverage
Location
Collaboration
Architecture Integrity Configuration
Alignment
Efficiency
Scalability
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Note: Business and Technical meta data have NOT been
mentioned. This categorization is based on audience, and
is not suitable for oversight

9. The CDO’s role in the Metadata Function
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10. CDO’s Role
• Plan
– Match business needs with
meta data features
– Engage with stakeholders and
benefactors
– Not selling, but engaging for
sustainability
• Define
– Focus on usable glossaries
– Create sustainable processes
– Define lineage aspects
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11. DNA comes from Business Information
Requirements
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NEEDS
BIRs
DNA (Meta
data
requirements)
Improve Customer
Experience
Objective
Improve retention of
households and next gen
clients
Business Action
Prevent excessive delays in
responding to client
queries
Information use (levers)
Accurate understanding of
accounts and holdings
Business Information
Requirements (BIRs) and
Metrics
House holding and family
data quality
Net promoter score
Cross references household
/ business entities
Data Candidates
Client
Household
Demographics

12. CDO’s Role
• Manage
– Oversee use and value
– Monitor cost
– Ensure practical use – avoid
dumpage
• Operate
– Verify Data Governance engaged with meta
data
– Verify use where desired
• Sustain
– Ensure adequate training and communications
– Measure successes and value
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13. Sample – Make models useful
Seed
• Acquire
• Buy
• Steal
• Pattern
Align &
Identify
Core
Useful
concept-
ual
Useful
logical
Physicals
•Rationalize to
technology
Cross
walk /
Instant-
iate
Useful ?

14. Sample Case for Value Added Meta Data
• Large health provider
• The Challenge:
– Over 350 inconsistent metrics
– Slow and cumbersome to produce
– Whose metrics should we trust? multiple departments create the
same metrics…
• The Solution:
– Used 4 cross-functional groups to define and rationalize the metrics
– Extracted definitional and behavior meta data manually
• The Results:
– Single version of 200 metrics
– Seeded enterprise model
– Enterprise level glossary of metrics and data elements
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15. Trends in Metadata Technology
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16. Trends
• Pressure on traditional tools and new tools
• Lineage
• Registry / landscape
• Data centric controls
• Realistic approaches
• New sources (Outlook)
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17. Trends
• Automatic collection
• Big data / data lake
management
• Inventory management for the
CDO
• Intersection with ITIL
• Moving away from relational
• “Google” for data search
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THANK YOU!
Questions?
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Building Value Through
Information Asset Management™
jladley@imcue.com
314-422-9076
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