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International Foundation

DAMA-DMBOK GuideTM (Data Management Body of Knowledge) An Introduction Presented by Patricia Cupoli, CCP, CDMP, CBIP DAMA Philadelphia/Delaware Valley, March 12, 2008 Adapted from Mark Mosley’s Presentation (DMBOK Editor) © DAMA International 2008 -- All Rights Reserved

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International Foundation

Agenda

‰ Our Maturing Profession ‰ What is the DAMA-DMBOK Guide? ‰ What are the Activities Within Each Data Management Function? ‰ What’s Been Done So Far? ‰ What’s Still to Come?

© DAMA International 2008 -- All Rights Reserved

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International Foundation

Our Maturing Profession

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Data and information are increasingly recognized as enterprise assets.

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Data management is … ¾

…the development, execution and supervision

¾

…of plans, policies, programs and practices

¾

…that control, protect, deliver and enhance the value of data and information assets.

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Data management is an important function for enterprises in the Information Age.

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Data management is a shared responsibility between business data stewards and data management professionals.

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Data management is a new and maturing profession – and DAMA is leading the way! © DAMA International 2008 -- All Rights Reserved

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International Foundation

Hallmarks of a Maturing Profession

‰ A professional community ‰ Continuing professional education ‰ Professional certification ‰ Higher education curriculum ‰ A recognized Body of Knowledge ¾ Standard terms and definitions ¾ Standard processes, roles and deliverables ¾ Guiding principles ¾ Best practices © DAMA International 2008 -- All Rights Reserved

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International Foundation

What Is a Body of Knowledge?

‰ The collective experience of the profession ‰ What is generally recognized as “true” ‰ Large and constantly growing ‰ Evolving ¾

Acceptance, Improvement, Innovation

‰ Summarized by a “Guide to the BOK” ¾

Primer and Starting Point © DAMA International 2008 -- All Rights Reserved

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International Foundation

What Is the DAMA-DMBOK Guide?

‰ The DAMA Guide to the Data Management Body of Knowledge (DAMA-DMBOK GuideTM) ‰ A book to be published by DAMA International ‰ A project sponsored by The DAMA Foundation ‰ Written and edited by DAMA members ‰ An integrated view ‰ A “definitive introduction” ‰ Modeled after other BOK documents: ¾ ¾ ¾ ¾

PMBOK (Project Management Body of Knowledge) SWEBOK (Software Engineering Body of Knowledge) BABOK (Business Analysis Body of Knowledge) CITBOK (Canadian IT Body of Knowledge)

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Guide Goals

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To develop, build consensus and foster adoption for a generally accepted view of data management.

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To provide standard definitions for data management functions, roles, deliverables and other common terminology.

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To identify “guiding principles”.

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To introduce widely adopted practices, methods and techniques, without references to products and vendors.

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To identify common organizational and cultural issues.

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To guide readers to additional resources.

© DAMA International 2008 -- All Rights Reserved

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International Foundation

‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰

DAMA-DMBOK Guide Audiences

Data management professionals IT professional colleagues Data stewards Managers and executives Knowledge workers Consultants Educators Researchers

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Guide Uses

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Inform a diverse audience about data management

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Build consensus across the data management community

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Help all participants understand their responsibilities

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Point readers to additional sources of knowledge

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Help data management professionals prepare for Certified Data Management Professional (CDMP) exams

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Assist organizations in their enterprise data strategy

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Basis for effectiveness & maturity assessments

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Guide implementation & process improvement efforts

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Guide development of higher education curriculum

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Suggest academic research topics

© DAMA International 2008 -- All Rights Reserved

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Data Management Functions

Meta Data Management

Data Architecture, Analysis & Design

Document, Record & Content Management

Database Management Data Governance

Data Warehousing & Business Intelligence Management Reference & Master Data Management

Data Security Management

Data Quality Management

© DAMA International 2008 -- All Rights Reserved

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Function Scope Summary

© DAMA International 2008 -- All Rights Reserved

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The DAMA-DMBOK Functional Framework

Data Management Functions Meta Data Management Document, Record & Content Management

Environmental Elements Organization & Culture

Data Architecture, Analysis & Design Database Management

Technology

Data Governance Data Warehousing & Business Intelligence Management Reference & Master Data Management

Activities

Goals & Principles Data Security Management

Data Quality Management

Practices & Techniques

Deliverables

Roles & Responsibilities

© DAMA International 2008 -- All Rights Reserved

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Environment Scope Summary

© DAMA International 2008 -- All Rights Reserved

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International Foundation

The DAMA-DMBOK Functional Framework

© DAMA International 2008 -- All Rights Reserved

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‰ ‰ ‰ ‰

The DAMA-DMBOK Functional Framework

Framework Paper Written as Proposal to DAMA Available on DAMA Website Since July 2006 Over 2000 Downloads Worldwide To Date To 58 Countries! ¾ ¾ ¾ ¾ ¾ ¾ ¾ ¾

USA Unknown Canada Australia UK India South Africa Brazil

48% 18% 7% 6% 3% 3% 3% 1%

‰ Averaging 30 Downloads per Week ‰ Version 2.1 Now Posted © DAMA International 2008 -- All Rights Reserved

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…DAMA-DMBOK Guide Chapters

‰ Chapter 1: Introduction ‰ Chapter 2: Data Management Overview ¾

‰ ‰ ‰ ‰

Activities, Deliverables, Roles, Technology

Chapters 3 – 11: DM Functions Chapter 12: Professional Development Consolidated Bibliography Recurring Themes ¾ ¾ ¾ ¾ ¾

Stewardship Leadership Quality Integration Enterprise Perspective © DAMA International 2008 -- All Rights Reserved

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‰

‰

‰

‰

…Standard Chapter Format (3-11)

Introduction ¾ Defining Key Terms ¾ Goals ¾ Context Diagram Concepts & Activities ¾ Key Concepts and Guiding Principles ¾ Roles Performing Activities to Create Deliverables ¾ Using Best Practices & Common Techniques ¾ Using Technology Summary ¾ Guiding Principles Recap ¾ Process Summary – Activities, Deliverables, Roles ¾ Org & Cultural Issues Recommended Reading © DAMA International 2008 -- All Rights Reserved

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Sample Context Diagram

© DAMA International 2008 -- All Rights Reserved

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Dictionary of Data Management

‰ Vital Need for a DMBOK Glossary ¾ The Semantics of our own Profession ‰ Large Enough to Publish Separately… ¾ 900 Terms ¾ 100 Pages ‰ As DAMA Dictionary of Data Management ¾ Version 1.0

© DAMA International 2008 -- All Rights Reserved

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International Foundation

The DAMA-DMBOK Functional Framework

‰ 9 Data Management Functions ‰ Decomposed into many Activities ¾ Planning Activities (P) ¾ Control Activities (C) ¾ Development Activities (D) ¾ Operational Activities (O) ‰ Activities result in Deliverables ‰ Activities performed by Roles

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Activity Outline…

1. Data Governance 1. Data Management Planning 1. 2. 3. 4. 5. 6. 7. 8. 9. 2.

Identify Strategic Enterprise Data Needs (P) Develop and Maintain the Data Strategy (P) Establish the Data Management Professional Organizations (P) Identify and Appoint Data Stewards (P) Establish Data Governance & Stewardship Organizations (P) Develop, Review and Approve Data Policies, Standards and Procedures (P) Review and Approve Data Architecture (P) Plan and Sponsor Data Management Projects and Services (P) Estimate Data Asset Value and Associated Costs (P)

Data Management Supervision and Control 1. 2. 3. 4. 5.

Supervise the Data Management Professional Staff and Organizations (C) Coordinate Data Governance Activities (C) Manage and Resolve Data Related Issues (C) Monitor and Ensure Regulatory Compliance (C) Communicate, Monitor and Enforce Conformance with Data Policies, Standards, Procedures and Architecture (C) 6. Oversee Data Management Projects and Services (C) 7. Communicate and Promote the Value of Data Assets (C)

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Activity Outline…

2. Data Architecture, Analysis and Design 1. Enterprise Data Architecture 1. 2. 3. 4. 5. 6. 7.

Develop the Enterprise Data Model (P) Align with Other Business Models (P) Define the Database Architecture (P) (same as 3.3.2) Define the Data Integration / MDM Architecture (P) (same as 6.2) Define the Data Warehouse / BI Architecture (P) (same as 7.2) Define the Metadata Architecture (P) (same as 9.2) Define Enterprise Taxonomies and Namespaces (P)

2. Data Modeling and Specification 1. Define Information Needs (D) 2. Develop and Maintain Logical Data Models (D) 3. Develop and Maintain Physical Data Models (D)

3. Data Model Quality Management 1. Develop Data Modeling Standards (P) 2. Review Data Model Quality (C) 3. Manage Data Model Versioning and Integration (C)

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Activity Outline…

3. Database Management 1. Database Development 1. 2. 3. 4. 5. 6. 7. 8. 9.

Define Database Design Standards (P) Design Physical Databases (D) Review Database Design Quality (C) Develop Data Access Services (D) Develop Information Products ((D) Implement Development / Test Database Changes (C) Create and Maintain Test Data (D) Migrate and Convert Data (D) Test and Validate Data Requirements (D)

2. Database Production Support 1. 2. 3. 4. 5. 6. 7. 8. 9.

Implement Production Database Changes (C) Obtain Externally Sourced Data (O) Plan for Data Recovery (P) Backup and Recover Data (O) Set Database Performance Service Levels (P) Monitor & Tune Database Performance (O) Plan for Data Retention (P) Archive, Retrieve and Purge Data (O) Manage Specialized Databases (O)

3. Data Technology Management 1. 2. 3. 4. 5. 6. 7.

Understand Data Technology Requirements (P) Define the Database Architecture (P) (same as 2.1.3) Implement and Maintain Database Environments (C) Evaluate Data Technology (P) Install and Administer Data Technology (O) Inventory & Track Data Technology Licenses (C) Support Data Technology Usage & Issues (O)

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Activity Outline…

4. Data Security Management 1. Understand Data Privacy, Confidentiality and Security Needs (P) 2. Define Data Privacy and Confidentiality Standards (P) 3. Define Password Standards and Procedures (P) 4. Implement Data Security Controls (D) 5. Manage Users, Passwords and Group Membership (C) 6. Manage Data Access Views (C) 7. Manage Data Access Permissions (C) 8. Monitor User Authentication and Access Behavior (C) 9. Classify Information Confidentiality (C) 10. Audit Data Security (C) 5. Data Quality Management 1. Develop and Promote Data Quality Awareness (O) 2. Define Data Quality Metrics (P) 3. Define Data Quality Requirements and Business Rules (D) 4. Analyze / Profile / Measure / Monitor Data Quality (C) 5. Set Data Quality Service Levels (P) 6. Certify Data Quality (C) 7. Identify, Escalate and Resolve Data Quality Issues (C) 8. Conduct Clean-up Campaigns (O) 9. Design and Implement Operational DQM Procedures (D) 10. Monitor Operational DQM Procedures (C) 11. Test and Validate Data Quality Requirements (D) 12. Audit Data Quality (C)

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Activity Outline…

6. Reference and Master Data Management 1. Understand Reference & Master Data Integration Needs (P) 2. Define the Data Integration / MDM Architecture (P) (same as 2.1.4) 3. Implement Reference and Master Data Management Solutions (D) 4. Control Code Values and Other Reference Data (C) 5. Integrate Master Data (O) 6. Replicate Reference and Master Data (O) 7. Maintain Dimensional Hierarchies (O) 7. Data Warehousing and Business Intelligence Management 1. Understand Business Intelligence Data Needs (P) 2. Define the Data Warehouse / BI Architecture (P) (same as 2.1.5) 3. Implement Data Warehouses and Data Marts (D) 4. Implement Business Intelligence Tools and User Interfaces (D) 5. Implement Enterprise Reporting (D) 6. Implement Management Dashboards and Scorecards (D) 7. Implement Analytic Applications (D) 8. Train Business Professionals (O) 9. Replicate and Transform Data for Business Intelligence (O) 10. Monitor and Tune Data Warehousing Processes (C) 11. Support Business Intelligence Activity (O) 12. Monitor and Tune BI Activity and Performance (C)

© DAMA International 2008 -- All Rights Reserved

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International Foundation

… DAMA-DMBOK Activity Outline

8. Document, Record and Content Management 1. Manage Electronic Documents (text, graphics, image, audio, video) 2. Manage Physical Records (paper, fiche) 3. Manage Information Content (search engine indexes, taxonomies, XML namespaces, report and document format standards) 9. Meta Data Management 1. Understand Meta Data Requirements (P) 2. Define the Meta Data Architecture (P) (same as 2.1.6) 3. Develop and Maintain Meta Data Standards (P) 4. Implement a Managed Meta Data Environment (D) 5. Create, Capture, Store and Maintain Meta Data (O) 6. Maintain Meta Data Source Data Stores 7. Extract, Reconcile, Integrate and Share Meta Data (C) 8. Manage the Meta Data Repository (C) 9. Query, Report and Analyze Metadata (O) 10. Manage Meta Data Distribution and Delivery to Glossaries, Directories and Other Meta Data Marts (C) © DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Guide Editorial Board

‰ Mark Mosley, DMBOK editor (Chicago), [email protected] ‰ Deborah Henderson, sponsor (Toronto) ‰ Bobbie Adderson (Chicago) ‰ Michael Brackett (Puget Sound) ‰ Larry Burns (Puget Sound) ‰ Mike Connor (Wisconsin) ‰ Patricia Cupoli (Philadelphia)

‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰

Alex Friedgan (Chicago) Mahesh Haryu (New York) Gil Laware (Chicago) Jim McQuade (Pittsburgh) Mike Miller (Chicago) Cathy Nolan (Chicago) Kathy Sivier (Chicago) Anne Marie Smith (Philadelphia) Eva Smith (Puget Sound)

© DAMA International 2008 -- All Rights Reserved

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Chapter Development Team Leaders

3 -- Data Governance

Mark Mosley

4 -- Data Architecture, Analysis & Design

Steve Hoberman

5 -- Database Management

Larry Burns

6 -- Data Security Mgmt:

Open

7 -- Data Quality Management:

David Loshin

8 -- Reference & Master Data Management: Mike Miller 9 -- DW / Business Intelligence Mgmt:

Mike Connor

10 – Records & Content Management:

Pat Cupoli

11 – Meta Data Management:

Mike Jennings

12 – Professional Development:

Pat Cupoli

© DAMA International 2008 -- All Rights Reserved

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Collaboration Strategy

DAMA-DMBOK Development Diary News & Public Comments DMBOK.BLOGSPOT.COM Project Discussion Chat Room

Chapter Team Shared Documents (wiki)

© DAMA International 2008 -- All Rights Reserved

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What’s Been Done So Far?

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December 2005: Deborah Henderson Meets with DAMA Chicago Chapter

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April 2006: DAMA-DMBOK Framework Proposal Accepted

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June 2006: DAMA-DMBOK Framework Paper Posted

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July 2006: Development Strategy Drafted

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August 2006: First Drafts of Chapters 1 & 2 & Glossary

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March 2007: Data Governance Focus Group Workshop

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March 2007: First Drafts of Chapters 3, 4, 5 and 12

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April 2007: DAMA-DMBOK Blog: http://dmbok.blogspot.com

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March 2008: DAMA Dictionary of Data Management, V.1

© DAMA International 2008 -- All Rights Reserved

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International Foundation

DAMA-DMBOK Summary

‰ The DAMA Guide to the Data Management Body of Knowledge (DAMA-DMBOK GuideTM) is a book under development by DAMA International, to be published in mid 2009. ‰ The DAMA Dictionary of Data Management is a companion glossary published separately in March 2008. Available on Amazon as a CD for $44.95. 148 pages. ‰ The DAMA-DMBOK Framework paper (Version 2.1) is available today on the www.dama.org website.

© DAMA International 2008 -- All Rights Reserved

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What’s Next?

‰ Drafts and Revisions of Each Chapter ‰ More Conference Calls & Focus Groups ‰ Publicity Articles ‰ DAMA Local Chapter Presentations ‰ Final Review by DAMA Executive Board

© DAMA International 2008 -- All Rights Reserved

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