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Strategic imperative the enterprise data model

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With today's increasingly complex data ecosystems, the Enterprise Data Model (EDM) is a strategic imperative that every organization should adopt. An Enterprise Data Model provides context and consistency for all organizational data assets, as well as a classification framework for data governance. Enterprise modeling is also totally consistent with agile workflows, evolving incrementally to keep pace with changing organizational factors. In this session, IDERA’s Ron Huizenga will discuss the increasing importance of the EDM, how it serves as a framework for all enterprise data assets, and provides a foundation for data governance.

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Strategic imperative the enterprise data model

  1. 1. 1© 2019 IDERA, Inc. All rights reserved. STRATEGIC IMPERATIVE: THE ENTERPRISE DATA MODEL APRIL 16, 2019 Ron Huizenga Senior Product Manager, Enterprise Architecture & Modeling @DataAviator
  2. 2. 2© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 2© 2019 IDERA, Inc. All rights reserved. PREFLIGHT BRIEFING ▪ Information capability ▪ Data environment complexity ▪ Enterprise data model • Context • Approach • Focal point for all data architecture • Related implementation models ▪ Service Oriented Architecture (SOA) • Canonical model ▪ Data governance considerations ▪ Wrap-up
  3. 3. 3© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 3© 2019 IDERA, Inc. All rights reserved. INFORMATION CAPABILITY STUDY – HOW ARE WE DOING? ▪ Very few organizations utilize information to its full potential ▪ Deficiencies in technical capability, skills, lacking data culture ▪ Lack of investment in value-driven information strategies ▪ Very few understand how to derive maximum value from information • This will erode corporate value if not corrected * Based on 2015 PwC/Iron Mountain study: Seizing the Information Advantage
  4. 4. 4© 2019 IDERA, Inc. All rights reserved. INFORMATION MANAGEMENT DISPARITY ▪ Misguided Majority – 76% • Informed but constrained • Uninformed and ill-equipped ▪ Data seen as a byproduct, or taken for granted • Low comprehension of commercial benefits that can be gained ▪ Constrained by legacy approaches, regulations ▪ Weak analytic capability, or • strong analytic capability, lacking value focus • Low analytical capacity ▪ Can be overwhelmed by data volume ▪ Data is domain of data architects ▪ IT led rather than business led ▪ “Spreadsheet hell” ▪ Information Elite – 4% ▪ Proactive Action • Diversify business models • Improve operating efficiency • Identify / implement new market opportunities ▪ Tangible data value • Linked to organizational KPIs ▪ Exploit data for competitive advantage ▪ Balanced approach between security and value extraction ▪ Holistic approach • Governance is part of normal business ▪ Well defined information strategy • Reflects business objectives ▪ Often in following sectors • Healthcare, Manufacturing & Engineering
  5. 5. 5© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 5© 2019 IDERA, Inc. All rights reserved. SOME IMPORTANT PERSPECTIVE “Organizations that do not understand the overwhelming importance of managing data and information as tangible assets in the new economy will not survive.” - Tom Peters “Your Organization is all about Data, until it's not about Data" - Peter Aiken
  6. 6. 6© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 6© 2019 IDERA, Inc. All rights reserved. BUSINESS STAKEHOLDERS’ DATA USAGE Suspect that business stakeholders INTERPRET DATA INCORRECTLY Yes, frequently 14% Yes, occasionally 67% No, never 9% I don’t know 10% Suspect that business stakeholders make decisions USING THE WRONG DATA? Yes, frequently 11% Yes, occasionally 64% No, never 13% I don’t know 12%
  7. 7. 7© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 7© 2019 IDERA, Inc. All rights reserved. DATA MODEL USAGE & UNDERSTANDING 13% 3% 16% 19% 31% 18% 0% 5% 10% 15% 20% 25% 30% 35% We don’t use data models Other Our data team does most data models but developers also build them as needed Our database administrators own data modeling Developers develop their own data models We have a data modeling team that is responsible for data models Completely understand 20% Understand somewhat 60% Don’t understand 17% I don’t know 3% 87% What is your organization’s approach to data modeling? How well does your organization’s technology leadership team understand the value of using data models?
  8. 8. 8© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 8© 2019 IDERA, Inc. All rights reserved. Logical Data Lake DATA ECOSYSTEM RDBMS DataIngestion Approved Raw Data Sandboxes (Data Science) Raw Transient Data Refinery Refined Data Trusted Data MDM Store Self-serve Analytics & Reporting
  9. 9. 9© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 9© 2019 IDERA, Inc. All rights reserved. MAPPING THE DATA ▪ Data Models • Conceptual • Logical • Physical • Dimensional • Enterprise/Canonical ▪ Visual Data Lineage ▪ Enterprise Data Dictionaries • Naming Standards • Attachments ▪ Metadata Repository • Business Glossaries
  10. 10. 10© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 10© 2019 IDERA, Inc. All rights reserved. DATA MODELING CONTEXT Implementation Models Categories CustomerCustomerDemo CustomerDemographicsCustomers Employees EmployeeTerritories Order Details Orders Products Region Shippers Suppliers Territories Data Warehouse Enterprise Model Enterprise Data Dictionaries ConceptualModels
  11. 11. 11© 2019 IDERA, Inc. All rights reserved. ENTERPRISE DATA MODEL ▪ Long-term focus (ongoing) ▪ Investment ▪ Basis for communication ▪ Foundation for standardization ▪ Continually evolving - incrementally ▪ Framework for all enterprise data assets ▪ Business focused ▪ Strategic imperative ▪ Requires both business and data modeling expertise ▪ A rationalized, intelligent design ▪ Platform independent ▪ Common sense and practical ▪ A project ▪ Operational expense ▪ Just a pretty picture ▪ Incompatible with agile ▪ Ivory tower artefact ▪ Application/business area specific ▪ For IT use only ▪ Waste of time ▪ Something that can be created by developers or junior modelers ▪ Documentation after the fact ▪ For a specific database ▪ An academic exercise What it is What it is NOT
  12. 12. 12© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 12© 2019 IDERA, Inc. All rights reserved. ALIGN ENTERPRISE SUB-MODELS TO BUSINESS AREAS Supply Chain Example Corporate Structure Document Management Facilties and Equipment Equipment Object Facilities Infrastructure Maintenance Planning Operations Inventory/Linefill Sampling Transit Metrics Order Processing Change Requests Nominations and Splits Nominations - Basic Nominations - Enhancements Nominations - Scenarios Planning and Scheduling Capacity Management Scheduling Rules Framework Planning Portal Framework Portal Permissions Products Supply Contracts
  13. 13. 13© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 13© 2019 IDERA, Inc. All rights reserved. THE NEED FOR COMMON UNDERSTANDING
  14. 14. 14© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 14© 2019 IDERA, Inc. All rights reserved. THE KEYS TO COMPREHENSION • Business Data Objects • Business Entities • Relationships • Business rules • Canonical Model Enterprise Data Model • Classification Metadata • Data Types • Domains • Naming Standards • Security Properties Enterprise Data Dictionary • Terms/Definitions • Business area glossaries • Technical glossaries • Governance Catalog/Policies • Reference & Master Data Catalog Business Glossaries
  15. 15. 15© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 15© 2019 IDERA, Inc. All rights reserved. Consult Accountable Responsible Inform
  16. 16. 16© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 16© 2019 IDERA, Inc. All rights reserved. ENTERPRISE DATA MODEL: GOVERNANCE METADATA
  17. 17. 17© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 17© 2019 IDERA, Inc. All rights reserved. LINK ENTITY INSTANCES Enterprise Data Model Implementation Model 1 Implementation Model 2 Purchase Order Header Purchase Item Customer Address Address Sales Order Header Manufacture Item City Country Sales Order Line Supplier Address Purchase Order Line Vendor Supplier SuppliersProduct Item Part Customer Client CustomersProvince State State / Province Universal Mappings - Repository
  18. 18. 18© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 18© 2019 IDERA, Inc. All rights reserved. UNIVERSAL MAPPINGS ▪ Ability to link “like” or related objects • Within same model file • Across separate model files ▪ Entity/Table level ▪ Attribute/Column level
  19. 19. 19© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 19© 2019 IDERA, Inc. All rights reserved. DATA LINEAGE (TYPICAL ANALYTICS/BI ETL)
  20. 20. 20© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 20© 2019 IDERA, Inc. All rights reserved. DATA - LIFECYCLE ▪ Describes how a data element is created, read, updated, deleted (CRUD) ▪ Many factors come into play • Business rules • Business processes • Applications ▪ There may be more than 1 way a particular data element is created ▪ Need to model: • Business process • Data lineage • Data flow • Integration • Include Extract Transform and Load (ETL) for data warehouse/data marts and staging areas Create/Collect Classify Store Use/ModifyShare Retain/Archive Destroy
  21. 21. 21© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 21© 2019 IDERA, Inc. All rights reserved. DATA FLOW AND LINEAGE (POINT TO POINT INTERFACE)
  22. 22. 22© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 22© 2019 IDERA, Inc. All rights reserved. SERVICE ORIENTED ARCHITECTURE (SOA) ▪ An architecture design pattern based on distinct components providing services to other components • Application functionality • Data services ▪ Independent of • Any specific vendor • Any specific product • Any specific technology
  23. 23. 23© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 23© 2019 IDERA, Inc. All rights reserved. CANONICAL MODEL ▪ SOA design pattern that uses standardized data model(s) across all data services ▪ Based on Enterprise Data Model ▪ Standardized and consistent data elements ▪ Standardized messages • And payload • All transformations based on canonical schema • From data sources • To data subscribers Enterprise Data Model Canonical Model/Schema Canonical Messages
  24. 24. 24© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 24© 2019 IDERA, Inc. All rights reserved. SERVICE ORIENTED ARCHITECTURE WITH CANONICAL MODEL Managed Service Connectivity Change & ControlMediationConnection Business Process Collaborative Team Workflow Event DetectionProcess Orchestration Business Activity Monitoring Business Intelligence Rules Management Service Consumers Mash UpsComposite ApplicationsPortals Service Enablement StandardsContracts Deployment Hosting Configuration Endpoints Data Services Integration Services & ETL Distributed Query Data Replication EII Messaging Legacy Adaptation Protocol & API Adaptation Durable & Reliable Delivery Quality of Service Identity & Authorization Management Service Oriented Management & Governance Registry SLA Management Health Monitoring Policy Enforcement Canonical Model & Canonical Message Based
  25. 25. 25© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 25© 2019 IDERA, Inc. All rights reserved. DATA LINEAGE: SOA PUBLISH & SUBSCRIBE
  26. 26. INFORMATION IN THE RIGHT PLACE, AT THE RIGHT TIME Data Governance Metadata Management Data Quality Enterprise Data Model Business Concepts + Rules Data Integration (SOA) Data Rationalization • A major investment • With major returns An Enterprise Data Model is the focal point for comprehension of information, in context, facilitating effective communication throughout the organization.
  27. 27. 27© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 27© 2019 IDERA, Inc. All rights reserved. ENABLING GOVERNANCE Data Governance Data Architecture Data Modeling & Design Data Storage & Operations Data Security Data Integration & Interoperability Documents & Content Reference & Master Data Data Warehousing & Business Intelligence MetaData Data Quality
  28. 28. 28© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 28© 2019 IDERA, Inc. All rights reserved. Corporate Accounting Customer Service Human Resources Marketing Sales Supply Chain Governance policies GDPR HIPAA PCI PIPEDA SOX MDM catalog Reference Data Master Data BUSINESS GLOSSARIES
  29. 29. 29© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 29© 2019 IDERA, Inc. All rights reserved. GLOSSARY & TERMS
  30. 30. 30© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 30© 2019 IDERA, Inc. All rights reserved. GOVERNANCE POLICY CATALOG
  31. 31. 31© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 31© 2019 IDERA, Inc. All rights reserved. HIPAA: SPECIFIC POLICY STATEMENTS
  32. 32. 32© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 32© 2019 IDERA, Inc. All rights reserved. HIPAA: RELATED POLICY STATEMENTS FOR THE OBJECT
  33. 33. 33© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 33© 2019 IDERA, Inc. All rights reserved. MODEL DRIVEN SECURITY ALERTS
  34. 34. 34© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 34© 2019 IDERA, Inc. All rights reserved. REFERENCE DATA SET LIBRARY
  35. 35. 35© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 35© 2019 IDERA, Inc. All rights reserved. SPECIFIC REFERENCE DATA SETS (LINK TO SOURCE)
  36. 36. 36© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 36© 2019 IDERA, Inc. All rights reserved. FINAL THOUGHTS: ENTERPRISE DATA MODEL BENEFITS ▪ Strategic business alignment • Improved understanding • Improved communication ▪ Manages complexity • Context for all organizational data assets • Consistency for data assets ▪ Lower implementation costs • Reduced rework ▪ A framework for service oriented architecture • Canonical model • Data Services ▪ A foundation for enterprise data governance
  37. 37. 37© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 37© 2019 IDERA, Inc. All rights reserved. THANKS! Any questions? You can find me at: ron.huizenga@idera.com @DataAviator

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