1

Data Exchange Design and Implementation Best Practices

Critical Factors for the Development of Successful Information Exchange Systems within the Network paradigm

2

Data Exchange Design and Implementation Best PracticesMy Qualifications:

3

Data Exchange Design and Implementation Best Practices

Time

Progress

Trigger

Peak of Infatuation

Trough of Distraction

Peak of Inflated Expectation

Trough of Disillusion

Slope of Enlightenment

Plateau of Productivity

So you have a better idea

4

Data Exchange Design and Implementation Best Practices

• Organization and Planning

• Requirements Gathering

• Design and Build

• Testing

• Implementation!

5

Data Exchange Design and Implementation Best Practices• Organization and Planning

– Your Model:• Sponsor – Mentor – Advocate• Team• The “Special One”

– Your People:• Subject Area Experts• Technology Experts• Politics

6

Data Exchange Design and Implementation Best Practices• Organization and Planning

– Your IT environment• In-house or contractors• Architecture/topology• “Enterprise” considerations• Flow responsibility

– How will you collaborate?• Webex• Face to Face Meetings• Conference calls

7

• Organization and PlanningBest Practices!

– Flow Development Checklist• Schema • Schema Report• Data Exchange Template• Flow Configuration Document• Example Instance Documents• Change Control Spreadsheet• Schema Users Guide• Trading Partner Agreement• Additional tools or documentation

Data Exchange Design and Implementation Best Practices

8

• Organization and Planning

– Schema Assistance• Exchange Design Guidance and Best

Practices• XML Design Rules and Conventions• XML Schema Design Tool• Sharable Schema Components/Core

Reference Model• XML Architecture• Namespace, Naming, Versioning• NEW! Engagement process

Data Exchange Design and Implementation Best Practices

9

• Organization and Planning

– Data Exchange Template • Element Name and Description• Schema File Name, Module, Schema

Path• Object Class, Property Term,

Representative Term• XML Data Type• SSC - Data Standards Use• Business Rules - Validation Options• Target System Table/Field

Data Exchange Design and Implementation Best Practices

10

• Organization and Planning

– Flow Configuration Document• Introduction• Header and Payload • Exchange Configurations• Process and Feedback• Data Services

Data Exchange Design and Implementation Best Practices

11

Data Exchange Design and Implementation Best Practices

12

Data Exchange Design and Implementation Best Practices• Requirements Gathering

– Develop Objectives – agree & document

– Explore EN components and services

– Learn about XML tools - generally

– Identify Security needs

– Build Documentation

– Roles

– WWW.EXCHANGENETWORK.NET

13

Data Exchange Design and Implementation Best Practices• Design and Build

– Schema mumbo jumbo

– Data Exchange Template

– Flow Configuration Document

– Add to Documentation Package

– Beg, Borrow, and Steal!

– Roles

– WWW.EXCHANGENETWORK.NET

14

Data Exchange Design and Implementation Best Practices• Testing

– Refer back to Objectives

– End to End testing

– Plan once, then double it!

– Add to Documentation

– Roles

– WWW.EXCHANGENETWORK.NET

15

Data Exchange Design and Implementation Best Practices• Implementation

– Finalize Documentation and submit to the Exchange Network

• Flow Development Checklist

– Publicize! • Discovery Services

– Plan for the next revision!

– WWW.EXCHANGENETWORK.NET

16

Data Exchange Design and Implementation Best Practices

17

Questions?

Contact:Tom Aten

WWW.EXCHANGENETWORK.NET

Bill: Details of exchange scenariosLarge transactions setsManaging State Data ServicesData Validation

Doug: Sharable Schema Components

Data Exchange Design and Implementation Best Practices