Managed Meta Data Environment (MME)Ford Motor Company GlaxoSmithKline Guidant Harris Bank Harvard...

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Strategic Partner & Systems Integrator Intelligent Business Intelligence sm www.EWSolutions.com © 2004 Enterprise Warehousing Solutions, Inc. (EWSolutions) EWSolutions Managed Meta Data Managed Meta Data Environment (MME) Environment (MME) Presented to DAMA Minnesota Wednesday, August 18, 2004 By John Faulkenberry Managing Partner EWSolutions

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EWSolutions

Managed Meta Data Managed Meta Data Environment (MME)Environment (MME)

Presented to DAMA MinnesotaWednesday, August 18, 2004

By John FaulkenberryManaging PartnerEWSolutions

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EWSolutionsEWSolutions is a Chicago-headquartered strategic partner and full life-cycle systems integrator focused entirely on providing best-in-class enterprise architecture, managed meta data environment, and data warehousing services.

EWSolutions provides both strategic consulting and full-service implementation services. This combination affords our clients a full range of services for any size enterprise architecture, managed meta data environment, and/or data warehouse/business intelligence initiative. Our client list includes:

For more information on our Strategic Consulting Services, Implementation Services, or World-Class Training, call toll free at 866.EWS.1100, 866.397.1100, main number 630.920.0005 or email us at [email protected]

Agilent TechnologiesAmerican ExpressAmerican Management SystemsArizona Supreme CourtBecton, Dickinson and CompanyBranch Banking & Trust (BB&T)California DMVCorning Cable SystemsDefense Logistics Agency (DLA)Delta DentalDepartment of Defense (DoD)Driehaus Capital ManagementEli Lilly and CompanyFair IsaacFederal Bureau of Investigation (FBI)

Fidelity Information ServicesFord Motor CompanyGlaxoSmithKlineGuidantHarris BankHarvard Pilgrim HealthCareHP (Hewlett-Packard)Janus Mutual FundsJohnson ControlsKey BankLoyola Medical CenterMicrosoftNational City BankNeighborhood Health Plan

NORCPillsburySingapore Defense Science & TechnologySecretary of Defense/LogisticsTarget CorporationThomson Multimedia (RCA)The Regence GroupUnited States Air ForceUnited States NavyUnited States Transportation CommandUSAAWells FargoWisconsin Department of TransportationZurich Cantonal Bank

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Contact Information

John FaulkenberryManaging Partner - EWSolutions630.920.0005 [email protected]

Gokula MishraPrincipal Consultant – EWSolutions630.920.0005 ext. [email protected]

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Presentation materials adapted from David Marco’s books...

Universal Meta Data Models (Wiley, 2004)Universal Meta Data Models (Wiley, 2004)

Building and Managing the Meta Data Building and Managing the Meta Data Repository: Repository: A Full LifeA Full Life--Cycle Guide Cycle Guide (Wiley, 2000)(Wiley, 2000)

Acknowledgements

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Agenda

What is Meta Data?Managed Meta Data Environment (MME) FundamentalsManaged Meta Data Environment ROIWhat to avoid when building a MMEReal-World MME Implementations

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Meta DataMeta Data

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What is Meta Data?

Meta DataBy definition meta data is 1. “Data about data”.2. “Everything that data is not”.

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What is Meta Data?

Meta Data DefinitionAll physical data (contained in software and other All physical data (contained in software and other media) and knowledge (contained in employees and media) and knowledge (contained in employees and various media) from within and outside an various media) from within and outside an organization, containing information about your organization, containing information about your company’s physical data, industry, technical company’s physical data, industry, technical processes, and business processes.processes, and business processes.

Meta Data Is KnowledgeMeta Data Is Knowledge

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Meta Data vs. Data

Meta Data:Meta Data: Meta data contains the knowledge that 1) a field is called “Customer_Name”, is 40 characters in length, and exists in systems A, B, and C; 2) our company has 3 systems containing customer master data. These systems are…Data:Data: Data would be a specific instance of “Customer_Name” equaling “EWSolutions”

“Meta data gives context to data”

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Managed Meta Data Managed Meta Data Environment (MME) Environment (MME)

FundamentalsFundamentals

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Managed Meta Data Environment

When talking about meta data management we always talk about the meta data repositoryWhen implementing a meta data management system there is a lot more to it then just the meta data repositoryHence the Managed Meta Data Environment (MME) and its six components were born

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Managed Meta Data Environment

Managed Meta Data Environment (MME):The managed meta data environment represents the architectural components, people and processes that are required to properly and systematically gather, retain and disseminate meta data throughout the enterprise.

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Managed Meta Data EnvironmentMeta Data Sourcing LayerMeta Data Sourcing Layer

Meta DataExtract Meta Data

RepositoryMessaging/Transactions(EAI, web services, XML, etc.)

SoftwareTools

Meta Data Delivery Layer

Meta Data Management LayerDocuments/

Spreadsheets

End Users(business and technical)

Third Parties (business partners, vendors, customers, government agencies)

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta

Data

Integration

Layer

Data Warehouse/Data Mart(s)

Websites/E-Commerce

Third Parties (vendors, customers,government agencies)

Meta DataMarts

End Users(business and technical)

Business Users

Applications (CRM, ERP, etc.)

End Users(business and technical)

Websites/E-Commerce

Applications(CRM, ERP, data warehouses, etc.)

Meta DataExtract

Messaging/Transactions(EAI, web services, XML, etc.)

Software Tools

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Six Components Of The MME

Meta Data Sourcing Layer

Meta Data Integration Layer

Meta Data Management Layer

Meta Data Repository

Meta Data Marts

Meta Data Delivery Layer

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MME MME –– Meta Data Meta Data Sourcing LayerSourcing Layer

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MME: Meta Data Sourcing Layer

Purpose: The meta data sourcing layer extracts meta data from its source(s) and brings it into the Meta Data Integration Layer or directly into the meta data repositoryThe first component of the MME architectureThe number and variety of meta data sources will vary greatly based on the business requirements of your MME

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MME: Meta Data Sourcing Layer

Meta DataExtract

Meta DataExtract

Meta DataRepository

Messaging/Transactions(EAI, web services, XML, etc.)

SoftwareTools

Documents/Spreadsheets

End Users(business and technical)

Third Parties(business partners, vendors, customers, government agencies)

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta

Data

Integration

Layer

Websites/E-Commerce

Applications(CRM, ERP, data warehouses, etc.)

Meta DataExtract

Meta DataExtract

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Common Meta Data Sources

Software ToolsEnd UsersDocuments/SpreadsheetsMessaging/TransactionsApplicationsWebsites/E-CommerceThird Parties

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MME: Meta Data Sourcing Layer

C o m m o n M e ta D a ta L o c a tio n s T y p e s o f M e ta D a taE T L to o l/p ro c e s s D a ta tra n s fo rm a tio n ru le s

P ro g ra m jo b d e p e n d e n c ie sD a ta w a re h o u s e b a la n c in g s ta tis t ic sD a ta w a re h o u s e lo a d s ta tis t ic sD a ta l in e a g e

D a ta m o d e l in g to o ls L o g ic a l a n d p h y s ic a l d a ta m o d e lsT e c h n ic a l e n ti ty d e f in i t io n sT e c h n ic a l a ttr ib u te d e fin i t io n sD o m a in v a lu e s

D o c u m e n ts B u s in e s s p o l ic ie sE m p lo y e e s B u s in e s s p o l ic ie s

B u s in e s s e n ti ty d e f in i t io n sB u s in e s s a ttr ib u te d e f in i t io n sD a ta s te w a rd s h ipD a ta l in e a g e

R e p o r tin g a n d O L A P to o ls U s e r a c c e s s p a tte rn sR e p o r t e xe c u tio n t im e

V e n d o r a p p l ic a tio n s L o g ic a l a n d p h y s ic a l d a ta m o d e lsD a ta d ic t io n a ry

D a ta q u a l i ty to o ls A u d it c o n tro ls

Common meta data locations and the types of meta data that they typically contain

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MME MME –– Meta Data Meta Data Integration LayerIntegration Layer

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MME: Meta Data Integration Layer

Purpose: The meta data integration layer takes meta data from the various sources, integrates the meta data, and loads it intothe meta data repository in the proper mannerDiffers slightly from the common techniques used in data warehousing, as the data warehouse clearly separates the transformation (part of integration) process from the load processSteps are combined in the MME because, unlike a data warehouse, the volume of meta data is not nearly that of data warehousing dataAlso, data warehouses capture data that is time-variant. MMEscapture historical meta data, but not in slices of time

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MME: Meta Data Integration Layer

Meta DataExtract

Meta DataExtract

Messaging/Transactions(EAI, web services, XML, etc.)

SoftwareTools

Documents/Spreadsheets

Third Parties(business partners, vendors, customers, government agencies)

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta DataExtract

Meta

Data

Integration

Layer

Websites/E-Commerce

Applications(CRM, ERP, data warehouses, etc.)

Meta DataExtract

Meta DataExtract

Meta DataRepository

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MME: Meta Data Integration Layer

How the meta data integration layer is built is greatly impacted by whether or not you are using a meta data toolIt is important to ensure that you have:

Checkpoint and restart capabilitiesMeta data quality checkingError logging

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MME MME –– Meta Data Meta Data RepositoryRepository

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Meta Data Repository

Purpose: A meta data repository is a database designed to gather, retain and disseminate meta dataResponsible for the cataloging and persistent physical storage of the meta dataImplementation Tip: Consider how readily the meta data in the repository can be accessed and potentially ported to a different environment?

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Meta Data Repository

Meta DataRepository

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Meta Data Repository

A meta data repository A meta data repository should be should be genericgeneric, , integratedintegrated, , currentcurrent

and and historicalhistorical

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MME: Meta Data Repository

How large are MMEs?General Rule: MMEs hold between 5 – 20 gigabytes of meta dataIn the late 1990s MMEs were focused primarily on data warehousing and on a much smaller scopeOver the last 4 years MMEs have often focused on an enterprise levelCurrently there are several MMEs that store more than 100 gigabytes of meta dataPrediction:Prediction: By 2007 you will see terabyte sized MMEs

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MME MME –– Meta Data Meta Data Management LayerManagement Layer

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MME: Meta Data Management Layer

Purpose: The meta data management layer provides the systematic management of the meta data repository and the other MME componentsThe approach to this component greatly differs whether a meta data integration tool is used or if the entire MME is custom builtIf an enterprise meta data integration tool is used for the construction of the MME, that tool will come with a meta data management interface built within the product

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MME: Meta Data Management Layer

Meta Data Management Layer

Meta DataRepository

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MME: Meta Data Management Layer

Common Meta Data Management Layer FunctionsArchiveBackupDatabase ModificationsDatabase TuningEnvironment ManagementJob SchedulingLoad StatisticsPurgingQuery StatisticsQuery/Report GenerationRecoverySecurity ProcessesSource Mapping/MovementUser Interface ManagementVersioning

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MME MME –– Meta Data Meta Data MartsMarts

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MME – Meta Data Marts

Purpose: Meta data marts are a database structure, usually sourced from a meta data repository, that are designed for a homogenous meta data user group (meta data users with like needs)

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Meta Data Marts

Meta DataMarts

End Users(business and technical)

Meta DataRepository

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MME – Meta Data Marts

Reasons to build meta data marts:A particular meta data user community may require meta data organized in a manner other than what is in the meta data repositoryAn MME with a larger user base often experiences performance problems because of the number of table joins that are required for the meta data reports

The meta data marts will not experience the performance degradation because they will be modeled multi-dimensionally

A separate meta data mart provides a buffer layer between the end users from the meta data repository

This allows routine maintenance, upgrades, and backup and recovery to the meta data repository without impacting the availability of the meta data mart

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MME MME –– Meta Data Meta Data Delivery LayerDelivery Layer

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MME: Meta Data Delivery Layer

Purpose: The meta data delivery layer is responsible for the delivery of the meta data from the MME to the end users and any applications or tools that require meta data feeds to them

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MME: Meta Data Delivery Layer

Data Warehouse/Data Mart(s)

Websites/E-Commerce

Third Parties(vendors, customers,government agencies)

Meta DataMarts

End Users(business and technical)

Business Users

Applications (CRM, ERP, etc.)

End Users(business and technical)

Messaging/Transactions(EAI, web services, XML, etc.)

Software Tools

Meta DataRepository

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MME – Meta Data Delivery Layer

ApplicationsData warehouses and data martsEnd users (business and technical)Messaging and transactionsSoftware toolsThird partiesWebsites and e-commerce

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Managed Meta DataManaged Meta DataEnvironment ROIEnvironment ROI

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Managed Meta Data Environment ROI

“The key to your company’s prosperity is how well you gather, retain and disseminate knowledge”

“Managed meta data environments are the key to gathering, retaining and disseminating knowledge”

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Managed Meta Data Environment ROI

Meta Data for the Business (business meta data)

Meta Data for the IT Department (technical meta data)

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Business Meta DataBusiness Meta Data

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Managed Meta Data Environment ROI

““The greatest problem in communication is The greatest problem in communication is the illusion that it has been accomplished.”the illusion that it has been accomplished.”

George Bernard Shaw

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Managed Meta Data Environment ROI

Meta Data for the Business (business meta data)Meta Data for the Business (business meta data)Provides the semantic layer between a company’s systems (operational and business intelligence) and their business users

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Meta Data for the Business

Reduces training costsMakes the data warehouse/data mart information much more valuable as it aids analysts in making more profitable decisionsLimits incorrect decisionsAssists business analysts in finding the information they need, in a timely mannerBridges the gap between business users and IT professionalsIncreases confidence in the IT system data

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Business Business Meta Data In ActionMeta Data In Action

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Enter Your Search Terms BelowEnter Your Search Terms Below

SearchSearch

Logistics Reports

Ad-Hoc Reporting

Customer Relationship &Sales Management Reports

Search

Marketing Reports

Finance Reports

“Monthly Product Sales”

1. “Global Sales by Month”

This report shows a years worth of U.S., international, and Totals, of summarized sales figures by product category, on a monthly basis.

2. “Global Sales by Region, by Month”

This report shows a years worth of U.S., international, and Totals, of summarized sales figures by product category, on a monthly basis by region.

1 of 4 pages, 17 total documents found

3. “Global Product Sales by Region, by Month”

This report shows a years worth of U.S., international, and Totals, of detailed product sales figures, on a monthly basis by region.

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Meta Data for the Business2003 Monthly Global Sales Report2003 Monthly Global Sales Report April 7, 2004April 7, 2004

MonthMonth Sales $ (in thousands)Sales $ (in thousands)U.SU.S

Sales $ (in thousandsSales $ (in thousandsInternational International

Product Category Product Category Sales $ (in thousandsSales $ (in thousandsTotalTotal

December TV 22,101VCR

12,190

Digital 4,002

1,209Miscellaneous

Cellular Phone11,190

10,200

7,193

1,301

870

4,30032,301

19,383

5,303

2,079

15,490

November TV 42,000

VCR

28,193

Digital 8,901

2,730Miscellaneous

Cellular Phone

21,190

22,200

12,193

2,901

1,530

9,878

64,200

40,386

11,802

4,260

31,068

October TV 70,100VCR

41,700Digital 20,000

4,850Miscellaneous

Cellular Phone31,900

32,950

17,5504,1002,850

14,878103,050

59,25024,1007,700

46,778

“Sales $ U.S.” is comprised of aggregated sales revenues from the United States, Canada, and Mexico, but does not subtract sales dollars from returned orders

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Meta Data for the Business2003 Monthly Global Sales Report2003 Monthly Global Sales Report February 7, 2004February 7, 2004

MonthMonth Sales $ (in thousands)Sales $ (in thousands)U.SU.S

Sales $ (in thousandsSales $ (in thousandsInternational International

Product Category Product Category Sales $ (in thousandsSales $ (in thousandsTotalTotal

December TV 22,101VCR

12,190

Digital 4,002

1,209Miscellaneous

Cellular Phone11,190

10,200

7,193

1,301

870

4,30032,301

19,383

5,303

2,079

15,490

November TV 42,000

VCR

28,193

Digital 8,901

2,730Miscellaneous

Cellular Phone

21,190

22,200

12,193

2,901

1,530

9,878

64,200

40,386

11,802

4,260

31,068

October TV 70,100VCR

41,700Digital 20,000

4,850Miscellaneous

Cellular Phone31,900

32,950

17,5504,1002,850

14,878103,050

59,25024,1007,700

46,778

Data Quality Tracking Statistics8.4% of the dollar values were not loaded1.7% of the records were not loaded

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NASA Example – Mars Orbiter

December 11, 1998 the Mars Climate Orbiter was launchedEngineers calculated rocket firing using feet-per-second, the orbiter was programmed in meters-per-second (metric system) of thrustThe difference was 4.4 feet per second“Each time there was a burn (rocket firing) the error built up,” said Art Stephenson, Director of the Marshall Spaceflight Center and Head of the NASA Investigation Team“We entered the Mars atmosphere at a much lower altitude (than planned),” said Ed Weiler, NASA's chief scientist. “It (the spacecraft) either burned up in the Martian atmosphere or sped out (into space). We're not sure which happened.”The cost of this mission was $250 - $300 million

Source: Associated Press, Paul Recer, http://www.anomalous-images.com/news/news537.html

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Security And Regulatory Security And Regulatory MME ApplicationsMME Applications

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Meta Data for the BusinessAugust 15, 2003Audit Compliance Report

Clinical Research OrganizationIn-House Clinic Attribute Name

Who Changed Data?

WhenChanged

CurrentValue

Current Value

PriorValue

ReasonFor Change

Subject’s Dateof Birth

Data Screener A July 2, 1985

Input error, transposed last 2 digits of year

The Great Pharma Company

PriorValue

ReasonFor Change

May 1, 2003 July 2, 1958

Attribute Name

Who Changed Data?

WhenChanged

Subject’s Dateof Birth

Data Screener 1

April 4, 1955

Input error, entered wrong value

June 4, 2003 July 4, 1945

DateTimeTreatment Given

Data Screener 2

March 9, 2002 10:05AM

Input error, should have been PM instead of AM

May 10, 2003

March 9, 2002 10:05PM

Subject’s Weight at Screening

Data Screener C 210 pounds

Equipment error, scale wasn’t calibrated correctly

May 12, 2003

195 pounds

DateTimeTreatment Given

Data Screener B March 9, 2002 10:05AM

Input error, should have been PM instead of AM

May 10, 2003

March 9, 2002 10:05PM

Subject’s Weight at Screening

Data Screener 3

210 pounds

Equipment error, scale wasn’t calibrated correctly

May 14, 2003

195 pounds

Subject’s Weight at Screening

Data Screener 3

164 pounds

Input error, transposed last 2 digits

May 14, 2003

146 pounds

Subject’s Weight at Screening

Data Screener 3

164 pounds

Input error, transposed last 2 digits

May 14, 2003

146 pounds

Subject’s Height at Screening

Data Screener 4

55.5 inches

Input error, skipped decimal point

June 21, 2003

555 inches

Subject’s Height at Screening

Data Screener D 64.2 inches

Input error, reversed the numbers

June 18, 2003

42.6 inches

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Technical Meta DataTechnical Meta Data

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Managed Meta Data Environment ROI

Meta Data for the IT Department (technical meta data)Meta Data for the IT Department (technical meta data)IT departments need to better manage their systems as business’ demands are increasing

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What Do Our Current IT What Do Our Current IT Systems Look Like?Systems Look Like?

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Islands of Data

Operational Applications

Islands of Data

End User Reporting Systems

Claims

Pharmacy

Financial Analysis

Health & MedicalServices (CQM, HSA)

Actuarial & Underwriting Analysis

Sales & Mktg /Network Development

Utilization

Membership/Enrollment &Billing

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

Standard

Adhoc

North E/B

TOPPSES-9000

IPS- Inter Practice SystemVAX(Burlington)

PSIMEDHPE-980

MGD ClaimsAS/400

Query

Pharmacare (outside vendor)AS/400

Pharmaview (outside vendor)

NED E/BACPS- Automatic ClaimsProcessing SystemPASS - Patient AppointmentScheduling SystemENCOUNTERFFS - Fee For ServiceREF - Referrals

HP-992 NEDClinical Computer

Pharmacy DBProvider Master

AMISYSMARS

•Hospital Summary•Quality Assurance Request

HP (9 series)

•Network & Medical Request•Actuarial End User Request•ClaimsProv DBDrug DB

AMRS-Advanced Medical Record SystemRIS- Radiology InformationSystemLAB/LIS- LaboratoryInformation System

VAX ClusterRX42 HPE-980

MHUM - Mental HealthUtilization Management

AST 486 serverHealthchex

Pentium PCBulletin Board System (BBS)

NED DatawarehouseHP937

HSA dept. Lan ServerNED Multiview GL and AP

PHC Pharmacy Server

PHC Actuarial Analysis Server

Analytic DatabaseQuantumDec Alpha

MAMSYS/PAPSYS

PHC JV Finance ServerPHC Network Development Server

PHC Medical Services Server

PHC Multi-view GL.

(14) Foxpro Applications

ASAP - Actuarial System Analysis Program

MS SQL Server

DB2 and SAS datasetDecision Analyzer

GL

SAS , SAS screens,Viewpoint

GMIS-Claim Check

Actuarial SAS dataset

ES-9000

MedicalGroups

HCD MGD NED PHCLegend Multiple colors indicate the system is

used by multiple divisions.

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Meta Data for the IT Department

IT Project FailureIT Project Failure1998 the Standish Group surveyed 7,000 IT projects26% Successful28% Failed46% Significant Cost Overruns

1999 Standish Group IT Survey1999 Standish Group IT Survey17% Successful34% Failed49% Significant Cost Overruns

2000 Standish Group IT Survey2000 Standish Group IT Survey28% Successful23% Failed49% Significant Cost Overruns

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Meta Data for the IT Department

Dramatically reduce the probability of project failureDramatically reduce the probability of project failureSpeed system’s time-to-marketReduce system development life-cycle timeLimit redundant dataLimit redundant processesManage IT portfoliosLeverage work done by other teamsReduce reworkReduce research timeReduce unproductive workLower the impact of staff turnover

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MMEs for Disparate Data Warehouses

When multiple data warehouses exist many problems tend to occur:

Duplicate data (assessed a client that had 80% data redundancy between two multi-terabyte data warehouses)Redundant analysis by data warehousing teamsMultiple versions of the truthDuplication of reports/queriesIncreased strain on operational batch windows

Managed meta data environments (MME) addresses the excessive redundancies (data, process, analysis, etc.) that exist in this type of environmentThe MME acts as the “glue” that binds the data warehouses togetherMeta data becomes even more vital in these type of environments

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Impact AnalysisImpact Analysis

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Meta Data for the IT Department

Impact Analysis ReportImpact Analysis Report January 7, 2004January 7, 2004

DomainDomainTables/FilesTables/Files FieldsFields

Alphanumeric 20

DW_CUSTOMER

Order Entry

ORDER_HEADER

CUST_NAMECUST_NAMECUST_NAME

FieldField

Customer Name

SystemSystem

CUST_NAME

CUST_NAME

Cust_Name

EXPENSES

I01_CUSTOMER

Cust_Name

Cust_Name

Cust_Name

Cust_NameDM_Cust_Name

DM_Cust_Name

Cust_Name

DM_Cust_Name

Question: Show all systems, tables/files, fields, and their domains impacted by a change to the length of all occurrences of the Customer_Name field

General Ledger

Data Warehouse

Data Mart - Marketing

Alphanumeric 20

Alphanumeric 20

Alphanumeric 20Alphanumeric 20Alphanumeric 20

Alphanumeric 20Alphanumeric 20

I02_CUSTOMERI03_CUSTOMERDM_CUSTOMER

I01_DM_CUSTOMERI02_DM_CUSTOMER

CUST_ACCOUNTS

CUSTOMER

ORDER_DETAIL

CUSTOMER_SHIP_TOCUSTOMER_SELL_TOCUSTOMER_BILL_TO

Cust_Name

Alphanumeric 20Alphanumeric 20

Alphanumeric 20

Alphanumeric 20

Alphanumeric 35

Alphanumeric 35Alphanumeric 35

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Managed Meta Data Environment ROI

“We build systems to manage every aspect “We build systems to manage every aspect of our business, except one to manage the of our business, except one to manage the systems themselves.”systems themselves.”

“A managed meta data environment is a “A managed meta data environment is a system that manages our systems.”system that manages our systems.”

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What To Avoid When What To Avoid When Building A MMEBuilding A MME

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What To Avoid

Top 10 ListTop 10 List#10 MME team creates standards none of the

supporting teams can follow#9 Not creating a MME team and/or

trivializing the MME effort#8 Failing to have an experienced meta data

project manager/architect leading the project

#7 Neglecting to change the “status quo”

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What To Avoid

#6 Creating meta data silos – “Islands of Meta Data”#5 Too many manual meta data integration

processes#4 Not providing EASY access to the meta data#3 Selecting a meta data tool without conducting an

evaluation or defining requirements#2 Trying to do a “Big Bang” (waterfall)

implementation…Boiling the OceanBoiling the Ocean

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What To Avoid

Not defining tangible business/technical objectives of the managNot defining tangible business/technical objectives of the managed ed meta data environment!!meta data environment!!

Number #1 ReasonNumber #1 Reason

Good Business Drivers

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RealReal--World MME World MME ImplementationsImplementations

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Scoring

ValueValue1 = You’ve just earned a promotion2 = Highly valuable3 = Moderate value4 = Low to moderate value5 = Little to no value

Development EffortDevelopment Effort1 = Trivial2 = Fairly small3 = Moderate4 = Fairly large and complex5 = Parting the Red Sea

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Large Insurance Company

Large insurance companyCompany is highly respected by CEOsMulti-channel organizationThe MME was part of a larger Data Asset The MME was part of a larger Data Asset Management effortManagement effort

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Large Insurance Company

Problem/OpportunityLower IT costsEnable data integration across all of the channels

Meta Data SolutionManage “code” dataManage XML schemasManage technical meta data support applicationsAssist change management process

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Large Insurance Company

ROIROINo longer has a “word-of-mouth” change managementOver 300% ROI300% ROI was realized from reusing the results of the data research and from reusing the research process, without taking into account the value of expediting time to market300% ROI does not include the estimation of the analytical time savedEnd-users have indicated that it is significant

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Large Insurance Company

Value = Value =

Development Effort = Development Effort =

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Large Financial Institution

One of the largest financial companies in the U.S. and one of the largest financial institutions in the worldCompany is highly respected by CEOsMME was the enabling technology of a Data Assets Management teamCIO was directly involved

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Large Financial Institution

Problem/OpportunityLower IT costsEnable data integrationEnsure the success of the data warehousing projects

Meta Data SolutionManage “code” dataManage XML schemasStore and manage business meta databusiness meta dataManage technical meta data support applicationsEnable overseas system supportEntity/attribute naming standards for all new applications

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Large Financial Institution

ROIROIBusiness users have grown to depend on the Business users have grown to depend on the business meta databusiness meta dataThe IT project teams are reporting considerable cost savingsNeeded to provide to state regulatorsstate regulators a data trail for information that was provided to policyholders. The MME stored the mappings for a data trail from legacy systems through to the fields on letters that were sent to each policyholderThis satisfied the requirements set forth by the public auditorspublic auditors

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Large Financial Institution

Value = Value =

Development Effort = Development Effort =

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Information Provider

Large corporation that provides data to banks and other financial institutionsData is delivered in a data mart-like structureCompetes in a marketplace against other large information providers

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Information Provider

Problem/OpportunityClients required a great deal of training to understand the data that they have

Meta Data SolutionIntegrate business meta data onto the data structures

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Information Provider

ROICompetition does not have business meta dataSales team now has a competitive competitive differentiatordifferentiator in the marketplaceCharge a premium for the business meta data, so their MME is directly generating generating revenuesrevenues

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Information Provider

Value = Value =

Development Effort = Development Effort =

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Large Retailer

Large retail corporation that has multiple, terabyte plus size data warehousesTheir data warehouses have over 5,000 users. Most of these people are frequent usersEntity/attribute naming standards for all new applications

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Large Retailer

Problem/OpportunityUsers want to know how long it will take to retrieve a data warehouse report/query before they decide to request itPre-table scans are not an option as the data volumes and number of users are too high

Meta Data SolutionCapture technical meta data on the data warehousing reportsAverage the last five report’s elapsed time and display to the user a message showing this time and ask them if they still want to run the report

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Large Retailer

ROIWasn’t the greatest productivity enhancerEnd users wanted this option for a long-timeBuilt goodwillgoodwill between the data warehouse team and the end users

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Large Retailer

Value = Value =

Development Effort = Development Effort =

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Manufacturer

Large manufacturer of computer equipmentHas a significant web presence

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Manufacturer

Problem/OpportunityUsers would make erroneous report requests because they didn’t know where the information they needed was locatedLarge number of help desk callsDevelopment teams were not as productive as they should be, kept“reinventing the wheel”

Meta Data SolutionCapture technical and business meta data on the data warehouseBuilt a funfun meta data web siteBusiness users could browse through business meta data and sign up for online trainingDevelopers can view and share technical meta data (project document and source code)

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Manufacturer

ROISaved over $1.5 million just in the reduction of unneeded report requests and help desk callsData warehouse code ran more efficiently because of leveraging other teams work

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Manufacturer

Value = Value =

Development Effort = Development Effort =

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Large Package Delivery Company

Large package delivery companyOne of the largest companies in the worldLarge data warehouse“Gold-Standard” MME

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Strategic Partner & Systems IntegratorIntelligent Business Intelligencesm

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Large Package Delivery Company

Problem/OpportunityVery difficult for IT to manage computer systems

Meta Data SolutionIntegrated technical meta data across the entireentireenterpriseCan generate impact analysisTook 6 years to buildEntity/attribute naming standards for all new applications

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Strategic Partner & Systems IntegratorIntelligent Business Intelligencesm

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Large Package Delivery Company

ROISaves 1.5 internal auditor resources1.5 internal auditor resourcesNew package system reused 70% of existing data elementsReplaced all paper dictionaries in the hubs and distribution centerReduced an IT analysis task from 90 hours to 3 hoursReportedly took only 2 months to change the Reportedly took only 2 months to change the bar code across all of the systems in the bar code across all of the systems in the companycompany

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Strategic Partner & Systems IntegratorIntelligent Business Intelligencesm

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Large Package Delivery Company

Value = Value =

Development Effort = Development Effort =

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Strategic Partner & Systems IntegratorIntelligent Business Intelligencesm

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Large Bank

Very large bankOver 60,000 employees serve over 12 million customers through over 1,600 branches and offices in 30 countries“Gold Standard” in meta data management

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Strategic Partner & Systems IntegratorIntelligent Business Intelligencesm

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Large Bank

Problem/OpportunityIT costs were too high (data and application redundancy)Speed up IT development life-cycles

Meta Data SolutionIntegrate technical meta data from across the enterpriseIdentification, publication and maintenance of over 4900 batch interfaces between more than 200 applications, 1.35 million dataelements, and over 20 million data relationshipsThe MME provides more than 1,000 unique end users 24x7 access tothe meta dataCreate enterpriseenterprise--wide impact analysiswide impact analysisManaging XML schemasSupport a large data warehouse environment consisting of many databases and many terabytes of dataEntity/attribute naming standards for all new applications

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Large Bank

ROIEstimated 28,000 pieces of information were extracted from the MME via the web site. The estimated cost to obtain this information manually (one person talking to another) is over $2,500,000$2,500,000Impact analysis across 200 applications can be completed in hours or dayshours or days as opposed to weeks or monthsweeks or monthsMeasured that manual impact analysis accounts for 60% to 70% of their application's support and maintenance budget

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Strategic Partner & Systems IntegratorIntelligent Business Intelligencesm

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Large Bank

Value = Value =

Development Effort = Development Effort =

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Don’t Limit YourselfDon’t Limit Yourself

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Questions