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www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11
Successful Metadata Management
Strategy and Implementation for
State Government
By David Marco
President
EWSolutions
November 30, 2017
Sponsored by the NASCIO Data Management Working Group
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 2
EWSolutions’ BackgroundEWSolutions is a Chicago-headquartered strategic partner and full life-cycle systems integrator providing both award winningstrategic consulting and full-service implementation services. This combination affords our client partners a full range of services for any size enterprise information management, metadata management, data governance and data warehouse/business intelligence initiative. Our notable client partner projects have been featured in the Chicago Tribune, Federal Computer Weekly, Journal of the American Medical Informatics Association (JAMIA), Crain’s Chicago Business, The Doingsand won the 2004 Intelligent Enterprise’s RealWare award, 2007 Excellence in Information Integrity Award nomination, DM Review’s 2005 World Class Solutions award and 2016 CIO Review 20 Most Promising Enterprise Architecture providers.
For more information on our Strategic Consulting Services, Implementation Services, or World-Class Training, email us at [email protected]
Best Business Intelligence ApplicationInformation Integration
Client: Department of Defense
World Class Solutions Award
Data Management
2007 Excellence in Information Integrity Award Nomination
Most Innovative in Data Management Solutions
Federal Bureau of InvestigationMeritorious Service AwardExcellence and Thought
Leadership
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 3
David Marco – Professional Profile
Best known as the world’s foremost authority on metadata management and the father of the Managed Metadata Environment, he is an internationally recognized expert in the fields of data governance, big data, data warehousing, master data management and data management. In 2004 David Marco was named the “Melvil Dewey of Metadata” by Crain’s Chicago Business as he was selected to their very prestigious “Top 40 Under 40” list. David Marco has authored several books including the widely acclaimed “Universal Metadata Models” (Wiley, 2004) and the classic “Building and Managing the Metadata Repository: A Full Life-Cycle Guide” (Wiley, 2000).
President of Data Management University (DataManagementU.com)
Author of several best selling information technology books, including the top 2 sellers in metadata management
2017 Sabi University, Academic Board member
2016 Channel Expert for Business Analytics Collaborative
2008 DAMA Data Management Hall of Fame (Professional Achievement Award)
2007 DePaul University named him one of their “Top 14 Alumni Under 40”
Selected to the prestigious 2004 Crain’s Chicago Business “Top 40 Under 40”
Presented hundreds of keynotes/seminars across four continents
Published hundreds of IT articles some of which were translated into Mandarin, Russian, Italian, Portuguese and others
Taught at the University of Chicago and DePaul University
Holds CDMP, CDP, CCP and CBIP certifications
Email: [email protected]
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 4
Agenda
• Metadata Management Fundamentals
• Business vs. Technical Metadata
• Metadata Management Use Cases
• Metadata ROI
• Metadata Management and Data Management
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 5
Metadata Management
Fundamentals
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 6
What is Metadata?
Metadata
By definition metadata is
1. “Data about data”.
2. “Everything that data is not”.
So What!!
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 7Strategic Partner & Systems
Integrator
What is Metadata?
Metadata Definition
Metadata is a type of data that digitally describes the who,
what, when, where, why, and how of an organization’s data,
processes, applications, assets, business concepts, and/or
other things of interest.
Metadata Is Knowledge
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 8
Metadata vs. Data• Metadata: Metadata contains the knowledge that a 1) field is called
“Customer_Name”, is 40 characters in length, and exists in systems A, B, and C; 2) that our company has 3 systems which contain customer master data. These systems are…
• Data: Data would be a specific instance of “Customer_Name” equaling “John Doe”
• Information: Data that is meaningful to a business user. They understand it and they know what to do with it
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 9
Metadata Management Fundamentals
(content) (context)
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 10
Managed Metadata
Environment Return on
Investment (ROI)
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11
Managed Metadata Environment ROI
“The key to your company’s prosperity is how well
you gather, retain and disseminate knowledge”
“Managed metadata environments are the key to
gathering, retaining and disseminating knowledge”
“How can our enterprise be agile when we don’t
even know the who, what, when, where, how and
why of our data?”
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 12
Managed Metadata Environment ROI
• Metadata for the Business (business
metadata)
• Metadata for the IT Department (technical
metadata)
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 13
Business Metadata
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 14
Managed Metadata Environment ROI
Metadata for the Business (business metadata)
• Provides the semantic layer between a company’s systems (operational
and business intelligence) and their business users
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 15
Metadata for the Business• Reduces training costs
• Makes strategic information (e.g. data warehousing, customer relationship management (CRM), supply chain management (SCM), enterprise resource planning (ERP), etc.) much more valuable as it aids analysts in making more profitable decisions
• Create actionable information
• Limits incorrect decisions
• Assists business analysts in finding the information they need, in a timely manner
• Bridges the gap between business users and IT professionals
• Increases confidence in the IT system data
• A MUST for Data Governance
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 16
Business
Metadata In Action
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 17
Metadata for the Business2017 Monthly Global Sales Report February 7, 2017
Month Sales $ (in thousands)U.S
Sales $ (in thousandsInternational
Product Category Sales $ (in thousandsTotal
December TV 22,101
DVD
12,190
Digital 4,002
1,209Miscellaneous
Cellular Phone
11,190
10,200
7,193
1,301
870
4,300
32,301
19,383
5,303
2,079
15,490
November TV 42,000
DVD
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 70,100
DVD
41,700
Digital 20,000
4,850Miscellaneous
Cellular Phone
31,900
32,950
17,550
4,100
2,850
14,878
103,050
59,250
24,100
7,700
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
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 18
Metadata Makes for Better
Decisions
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 19
Metadata for the Business2017 Monthly Global Sales Report February 7, 2017
Month Sales $ (in thousands)U.S
Sales $ (in thousandsInternational
Product Category Sales $ (in thousandsTotal
December TV 22,101
DVD
12,190
Digital 4,002
1,209Miscellaneous
Cellular Phone
11,190
10,200
7,193
1,301
870
4,300
32,301
19,383
5,303
2,079
15,490
November TV 42,000
DVD
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 70,100
DVD
41,700
Digital 20,000
4,850Miscellaneous
Cellular Phone
31,900
32,950
17,550
4,100
2,850
14,878
103,050
59,250
24,100
7,700
46,778
Information Quality Tracking Statistics8.4% of the dollar values were not loaded1.7% of the records were not loaded
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 20Strategic Partner & Systems
Integrator
Technical Metadata
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 21
Managed Metadata Environment ROI
Metadata for the IT (Information Technology) Department is Technical
Metadata
• Help IT departments better manage, maintain and grow their IT systems
and assets
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 22Strategic Partner & Systems
Integrator
What Does One Process Look Like
for a Large Company?
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 23
Fortune 100 – One Process
STO
Sales Request
Web/E
mail/Fax
Web/E
mail/Fax
Web/E
mail/Fax
Web/Email/ FaxWeb/Email/ Fax
Sales Request
Web/E
mail/Fax
Web/E
mail/Fax
Web/E
mail/Fax
Web/E
mail/Fax
Web/EDIWeb/EDI
Tele/Web
Tele/Web
Kiosk O
rder
Kiosk O
rderK
iosk Order
Tele/Web
EDI Order
Kiosk Order
Web/E
DI
Web/E
DI
Sales R
equest
Sales R
equestS
ales Request
Sales R
equest
IPS
Only
I PS Only
CTO
products
Web/E
mail/Fax
Tele/Web
ePrime - HP
Global B iz Link
(E xtranets) -
NA - CP Q
CatalogProcurement -CGBX - NA -
CPQ
Ven do r
e M a rk et
Plac e -
CPQ
Fas t-Web& PtnrPrime -CPQ
B 2B Integ
S V R / CE I's
W eb S vr -
CP Q
B uysite
& Market
S ite.com
B iz-S tore
- HP
K iosk -
CP Q
K iosk -
HP
S A P 3.1 - E P H -
OM - CP Q
S A P - Consumer
D irect S V - OM -
HP
Commerci
al
S MB
Enterprises
A GSCQ 3P O
CQ Direct
Factory
CQ A lliance
P artners
Quanta
- HP
S CI
HP 3P O
QMS
-A QS -
NA -
CP SA /MS S
- CP Q
FOCUS
- CP Q
CDAT -
Rac k
As s is tan t
K ylor (A A ) -
CP Q
Virtual SalesRep - HP
E DI
Gateway -
NA - CP Q
W W OMS US - HP
A P OGE E -
S torage - HP
Fremont
Houston
M1/M2
Rosevil le
S CI -
A labama
Houston M5
Rack Builder- CPQ
Consumer
s / Micro
CorporateRelationships
Commercial
Resel lers
A gents
R ichmond
S upplies
Completion
& DC
W oodland IJ
Completion
& S upplies
DC
Memphis IJ
Completion
& S upplies
DC
S andston
LJ Comp. &
S uppl ies
DC
Ontario LJ
Completion
& S upplies
DC
Tijuana LJ
Completion
& S upplies
DC
CP Q P rinter
S uppl iers
CP Q P rojector
S uppl ier
OHL
Memphi
s DC
Heart - HP
Sale s Fo rc e
Tech Data
Ingram Micro
V ista - Fulfillment - CPQ
V ista - OM - CPQ
S A P - Replenishment D7 - OM - HP
S A P - Replenishment D7 - Fulfil lment - HP
S A P - Fusion - NA
- Fulfil lment - HP
S A P - Fusion - NA - OM -
HP
S A P 3.1 -
E P H -
Fulfillment -
CP Q
Retailer
HP ShoppingFinanc ialInstitution
Menlo
Logistics
Tatung
Irish
E xpress
RyderV enture
MS L
Genco
P ower
P ackaging
Compal
- HP
S A P - HP S
- NA -
Upfront -
A stro -
NA -
HP
Fireman
- NA -
S CA - NA
- HP
ITRC - SUM - NA- HP
S A P - HP S - NA -
OM - HP
S A P - HP S - NA -
OM Finance - HP
S A P - HP S - NA -
V irtual S ourcing -
HP
Fiel d
Adm in
P M Tools
- HP
Parts Re pa ir
Cus tom e rs
a nd Pa rtne rs
Tiger -NA - HP
TIM -
HP
S W Depot -
S hopping - HP
Legacy OM
- Finance -
HP
Legacy Parts -
OM - HP
Legacy Parts -
S C - HP
S A P - HP FO
- NA - HP
A P OGE E /S HIP
US - S ervices -
HP
HP FO Legacy
SAP -IPC D7 -
Channel
LinksDescartes
DA C
Compucom
W W OMS
Canada - HP
W W CISY S -
HPS A P -
X RS -
S A P - X RS -
Matl - HP
SAP -XRS - IPC
- HP
Ryder
MM300
0 - HP
Bus ine s s
PC,
Serv ers ,Con s u m
e r Cal l
Cen ter -
L J Cal l
Cen ter -
US
GE M
GE MS -
NA -
CP Q
CAFE -CPQ
CEI' s
Om a ha
Cal l Ce n ter,
o r L i ttl eton
eCA T - CP Q
W atson -
HP
S B W
- HP
Quick
Quote -e-Store -Canada -
HP
S A P -
CaLado -
OM - HP
Bus inessAdvantage -
CPQ
S A P - CaLado -
Fulfillment - HP
Factory
Outlet -
S W
Depot -
OM - HP
SW Depot -Fulfillment -
HP
S A P -
Consumer
D irect S V -
Fulfillment -
HP
Compucom -
OM
Conrad - HPSy s tem
T - CPQ
E arl -
HP
S A P -
Consumer
D irect S V -
Finance - HP
CP Q
Financial
S ervices
CyberS
HitachiS ymnex
Daisy Tech
A ffi liates
A CS -
CP Q
LSO -
HP
OLS -
Chameleon -CPQ
Mic rosoft
Call Ce n ters -
Roc k v i l l e,
Ros ev i l l e,
Cup ert in o,
Onta rio
V ista -
Finance -
CP Q
P roduct
A dvisor
Comm.
Resel lers
DA C
Fulfillment
eTracking -
E DR -
CP Q
Q-runFIC
Game DB -CPQ
A ctive
A nswers
Cybrant
- HP
CPL -
Pro d . &
Pri c e
VISA -CPQ
GPSYCPL -HP
Golden
E ggs -
CP Q
ICON -
HP
OS S - HP
W W S NRS -
CP Q
Customer
A dvantage
Direct P lus -
CP Q
Customer
A dvantage
eProcurement -
CP Q
Cus tomerAdvantageExtranets -
CPQ
NCAS- NA -CPQ
NCAS -
QL -
CPQ
CCSU
Eclipse -HP
PPS -CPQ
L es
Web -
CPQCOPE/BET
Clear
Contract -
CP Q
P rophecy -
S B S -Pears - NA
- CPQ
S IS -
CP Q
SRS -CPQ
FOCUS(252) -CPQ
A S M -
CP Q
CPN -CPQ
CSN -NA -CPQ
eFLS -CPQRMS -
CPQ
ORS -CPQ
Primus- NA -CPQ
Com pa q
Dire c t
S upport
P ricing
Tool -
CCDB - NA -
HP
A urora Mgr -
NA - HP
P lato -
NA - HPOM Server- NA - HP
A UE -
NA - HP
S W A T - HP
e Pa rts
e PO - NA
- HP
S A M -
NA - HP
CMG - NA
- HP
MA T -
NA - HP
S ORDS
- NA -
HP
S A CS -
NA - HP
E-Eureka -NA - HP
Allegro -NA - HP
IOM -
NA - HP
P ROMIS
- NA -
HP
Norm -NA -HP
S P D -
NA -
HP
Sie b e l
e Ch a n n e l
BPS - CPQ
P W E B
- US -
P rofiler
- HP
Explorer4- CPQ
SFDM(M1/M2) -
CPQ
Remedy
US - HP
ResellerWeb - HP
Sieb el Cal l
Cen ter 2 00 0
- US - CPQ
Quo ters
WB - CPQ
MA XCIM
- HP
RosettaNet
P ortal - HP
E S N -
US -
Fast -
CP Q
A rmada
- NA -
P artner
D irect -
CP Q
Bac k p la ne /Sh o pfl oo r -
NA - HP
Clarify - W FM -
NA - HP
Clarify -
P ulse -
CP Q
Core -CPQ
E ntitlement -
NA - HP
EDI/XMLGateway - NA/AP
- HP
GOLD- CPQ
P ower -
CP Q
RCM - HP
SAP 3.1 - EPH- Finance -
CPQ
FAI - NA - HP
E IA - NA - HP
W W FTP -
HP
S S IM
- HP
e-
P ack -
Resource
Marketplace
- NA - HP
P lus -
NA -
HP
S martCube
- HP
GDS -
NA - HP
SAP -Education -
NA - HPCDO - NA -
HP
K night
- CP Q
W W P A K
- HP
e Sto re s
- CPQ
X elus
P lan -
NA -
HP
S A P 4.6 - S W
S upply Chain
- HP
W W
Comcat -
SMARTdb -CPQ
eParts
- HP
HP
S hoppingA t Home
- CP Q
C us tomers
Shopping/
Quoting
Order Management
Supply
C hain
Finance
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 24
What Do Our Current IT Systems
Look Like?
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 25
Islands of DataOperational Applications
Islands of Data End User Reporting Systems
Claims
Pharmacy
Financial Analysis
Health & Medical
Services (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 Claims
Processing SystemPASS - Patient Appointment
Scheduling SystemENCOUNTERFFS - Fee For Service
REF - Referrals
HP-992 NEDClinical Computer
Pharmacy DB
Provider 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 Information
SystemLAB/LIS- Laboratory
Information System
VAX ClusterRX42
HPE-980
MHUM - Mental Health
Utilization Management
AST 486 serverHealthchex
Pentium PCBulletin Board System (BBS)
NED DatawarehouseHP937
HSA dept. Lan Server
NED Multiview GL and AP
PHC Pharmacy Server
PHC Actuarial Analysis Server
Analytic Database
QuantumDec Alpha
MAMSYS/PAPSYS
PHC JV Finance Server
PHC 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
Medical
Groups
HCD MGD NED PHCLegend Multiple colors indicate the system is
used by multiple divisions.
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 26
Metadata for the IT Department• Dramatically reduces the probability of project failure
• Speeds system’s time-to-market
• Reduce system development life-cycle time
• Limit redundant data
• Limit redundant processes
• Managing IT portfolios
• Leverage work done by other teams
• Reduced rework
• Reduce research time
• Reduce unproductive work
• Lowers the impact of staff turnover
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 27
Technical
Impact Analysis
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 28Strategic Partner & Systems
Integrator
Metadata for the IT Department
Impact Analysis Report January 7, 2016
Impact Field Tables/FilesImpacted
Fields ImpactedProgram Impacted
Customer_Name CUSTOMER_PR02 DW_CUSTOMER T
I02_CUSTOMER
Cust_Name_First
Cust_Name_Middle
Cust_Name_Last
Source System
Order Entry
TableType
I Cust_Name_First
Cust_Name_Middle
Cust_Name_Last
CUSTOMER_PR01
Source Table
CUST
Customer_Addr DW_CUSTOMER T
I02_CUSTOMER
Cust_Name_Address
Cust_Name_City
Cust_Name_State
I Cust_Name_Address
Cust_Name_City
Cust_Name_State
CUSTOMER_PR02
CUSTOMER_PR01
Cust_Name_Zip
Cust_Name_Zip
Question: Show all decision support tables/files, programs, and fields impacted by a change to the “CUST” table in the “Order Entry” system
*Legend“T” = Target“I” = Intermediate“S” = Source
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 29
Metadata for the IT Department
Impact Analysis Report January 7, 2016
DomainTables/Files Fields
Alphanumeric 20
DW_CUSTOMER
Order Entry
ORDER_HEADER
CUST_NAME
CUST_NAME
CUST_NAME
Field
Customer Name
System
CUST_NAME
CUST_NAME
Cust_Name
EXPENSES
I01_CUSTOMER
Cust_Name
Cust_Name
Cust_Name
Cust_Name
DM_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 ofthe Customer_Name field
General Ledger
Data Warehouse
Data Mart - Marketing
Alphanumeric 20
Alphanumeric 20
Alphanumeric 20
Alphanumeric 20
Alphanumeric 20
Alphanumeric 20
Alphanumeric 20
I02_CUSTOMER
I03_CUSTOMER
DM_CUSTOMER
I01_DM_CUSTOMER
I02_DM_CUSTOMER
CUST_ACCOUNTS
CUSTOMER
ORDER_DETAIL
CUSTOMER_SHIP_TO
CUSTOMER_SELL_TO
CUSTOMER_BILL_TO
Cust_Name
Alphanumeric 20
Alphanumeric 20
Alphanumeric 20
Alphanumeric 20
Alphanumeric 35
Alphanumeric 35
Alphanumeric 35
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 30
MME For Systems
Consolidation
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 31Strategic Partner & Systems
Integrator
Metadata for the IT DepartmentAugust 15, 2017Systems Consolidation Report
Small Town BankBigCity Bank
AttributeName
AttributeDefinition
EntityName
SystemName
AttributeName
AttributeDefinition
EntityName
SystemName
Cust_Nbr Cust_Nbr is the attribute of record for BigCity Bank customer numbers
Cust_Tbl Central Customer System
CUSTNUM Customer numbers from the deposit system.
CUSTTABLE CUSTAPPL
Purchase_No Customer numbers from the purchase in the legacy deposit system
Purch_Tbl CUSTSYS
Borwr_No Customer numbers from the loan system.
Borrower_File LoanSys
Cust_Type Cust_Type is the attribute of record for BigCity Bank customer types (affluent, upward, standard, high risk).
Cust_Tbl Central Customer System
CUSTCDE Customer types from the general ledger system.
GL_CUST GLAPPL
Cust_Card_Ind Cust_Card_Ind is the attribute of record for BigCity Bank customer ‘s that have a BCB credit card.
Cust_Tbl Central Customer System
None applicable
Cust_Crdt_Ratg Cust_Crdt_Ratg is the attribute of record for BigCity Bank customer credit ratings (Superior Risk, Low Risk, Standard Risk, High Risk, Extreme Risk).
Cust_Tbl Central Customer System
Credit_Rate Customer rate is from the general ledger system and refers to the credit rating/worthiness of a customer.
GL_CUST GLAPPL
BigCity Bank
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 32
Metadata for the IT DepartmentAugust 15, 2017Systems Consolidation Report
Small Town BankBigCity Bank
EntityName
AttributeDefinition
AttributeName
DomainValue
AttributeName
TransformationRules
EntityName
DomainValue
Cust_TypeCust_Type is the attribute of record for BigCity Bank customer types:1 = affluent2 = upward3 = standard4 = high risk
Cust_Tbl
1 CUSTCDECust_Type = 1 WHENCUSTCDE = 3 ANDCUSTBAL > 500,000
GL_CUST3
CUSTBAL GL_CUSTHigh cardinality field
2 CUSTCDECust_Type = 2 WHENCUSTCDE = 4 ANDCUSTBAL <= 500,000 ANDCUSTBAL > 200,000
GL_CUST3
CUSTBAL GL_CUSTHigh cardinality field
3 CUSTCDECust_Type = 3 WHENCUSTCDE = 1 or 2 ANDCUSTBAL <= 200,000 ANDCUSTBAL > 75,000
GL_CUST3
CUSTBAL GL_CUSTHigh cardinality field
4 CUSTCDECust_Type = 4 WHENCUSTCDE = 0 ANDCUSTBAL < 75,000 ANDCredit_Rate < 22
GL_CUST3
CUSTBAL GL_CUSTHigh cardinality field
Credit_Rate GL_CUSTHigh cardinality field
Cust_Card_Ind Cust_Card_Ind is the attribute of record for BigCity Bank customer ‘s that have a BCB credit card.
Cust_Tbl
BigCity Bank
www.EWSolutions.com© 2017 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 33
The Cost of Redundancy• Large healthcare insurance company
• Has a $1.6 billion IT budget
• They estimate it costs them $2 per month to store each gigabyte of data
• $8 per month if you add in services and maintenance
• They estimate that they have 1.6 petabytes of redundant data
• What does this cost them yearly? Simple math
• $8 x 12 months x 1,000,000 (1.6 petabytes) = $153,600,000
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Managed Metadata Environment ROI
“We Build Systems To Manage Every Aspect Of
Our Business, Except One To Manage The
Systems Themselves.”
“A Managed Metadata Environment Is A
System That Manages Our Systems.”
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Metadata Management
and the Bigger Data
Management Picture
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Data Management
• Metadata Management is directly tied to the larger Data Management topic
• Data Management: The systematic processes and governance procedures for applications, processes, data, and technology at a holistic enterprise perspective
• The purpose of data management is to bring enterprise order, purpose, structure, efficiency, and performance to applications, processes, data, metadata and technology
• Data management is not a single technology or component, but a coordinated framework of disciplines for managing data, metadata and information assets throughout the organization
• Data Does Not Manage Itself!!
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We’re a State Government…Why Should We Care
About Metadata Management?
• Agile software development– Hard to be agile when you don’t know the Who, What, When, Where, How and
Why of your data
• Multisourcing– This is a significant challenge. At the Federal level some contracts go through 4
– 5 different vendors until it reaches the one doing the work
– Making sure all of these vendors have access to our metadata is vital to ensure that the various project components actually work together
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We’re a State Government…Why Should We Care
About Metadata Management?• Cross jurisdictional collaboration
– If we have proper metadata management we can easily share communicate our data and its meaning to our fellow state governments
– If we don’t have this capability all of this communication will need to be done manually with meetings and phone calls
– As a result, it won’t get done
• Federal requirements and oversight continue to encroach and place demands on state governments– We need to have our data properly managed so that we can meet these ever changing
requirements
– There will be penalties associated with non-compliance
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Knowledge Areas
Data Management is the foundation for all of the other Enterprise Information Management focus areas. Regardless of which focus area you target first, you will need to do Data Management
Data Management
Enterprise Information Management
Dat
a A
rch
itec
ture
Pro
cess
Man
agem
en
t
Info
rmat
ion
Qu
alit
y
IT P
ort
folio
Man
agem
ent
Mas
ter
Dat
a M
anag
emen
t
Info
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ion
Del
iver
y
Info
rmat
ion
Sec
uri
ty
Data Governance Metadata Management
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DMBOK Knowledge Areas
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How Do You Manage Information Assets?
You cannot manage what you do not measure
You cannot measure what you do not understand
You do not understand…….
This is all Metadata Management
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Metadata Management Environment
Master & Reference Data Management
Machine
Learning & AI
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Questions
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Contact Information
David Marco, CDMP, CDP, CBIP, MBA
http://www.EWSolutions.com
@EWSolutions /EWSolutions EWSolutions EWSolutions
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