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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 International 2008 -- All Rights Reserved
International Foundation
Agenda
Our Maturing Profession
What What is the the DAMA DAMA-D -DMB MBOK OK Guide Guide? ?
What are the Activities Within Each Data Management Function?
What’s Been Done So Far?
What’s Still to Come?
© DAMA Internatio International nal 2008 2008 -- All Rights Rights Reser Reserved ved
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International Foundation
Agenda
Our Maturing Profession
What What is the the DAMA DAMA-D -DMB MBOK OK Guide Guide? ?
What are the Activities Within Each Data Management Function?
What’s Been Done So Far?
What’s Still to Come?
© DAMA Internatio International nal 2008 2008 -- All Rights Rights Reser Reserved ved
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Our Maturing Profession
Data and information are increasingly recognized as enterprise assets.
Data management is …
…the development, execution and supervision
…of plans, policies, programs and practices
…that control, protect, deliver and enhance the value of data and information assets.
Data management is an important function for enterprises in the Information Age.
Data management is a shared responsibility between business data stewards and data management professionals.
Data management is a new and maturing profession – and DAMA is leading the way! © DAMA Internatio International nal 2008 2008 -- All Rights Rights Reser Reserved ved
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Hallmarks of a Maturing Profession
A professional community
Continuing professional education
Professional certification
Higher education curriculum
A recognized Body of Knowledge
Standard terms and definitions
Standard processes, roles and deliverables
Guiding principles
Best practices © DAMA International 2008 -- All Rights Reserved
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What Is a Body of Knowledge?
The collective experience of the profession
What is generally recognized as “true”
Large and constantly growing
Evolving
Acceptance, Improvement, Innovation
Summarized by a “Guide to the BOK”
Primer and Starting Point © DAMA International 2008 -- All Rights Reserved
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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:
PMBOK (Project Management Body of Knowledge) SWEBOK (Software Engineering Body of Knowledge) BABOK (Business Analysis Body of Knowledge) CITBOK (Canadian IT Body of Knowledge)
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DAMA-DMBOK Guide Goals
To develop, build consensus and foster adoption for a generally accepted view of data management.
To provide standard definitions for data management functions, roles, deliverables and other common terminology.
To identify “guiding principles”.
To introduce widely adopted practices, methods and techniques, without references to products and vendors.
To identify common organizational and cultural issues.
To guide readers to additional resources.
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DAMA-DMBOK Guide Audiences
Data management professionals IT professional colleagues Data stewards Managers and executives Knowledge workers Consultants Educators Researchers
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DAMA-DMBOK Guide Uses
Inform a diverse audience about data management
Build consensus across the data management community
Help all participants understand their responsibilities
Point readers to additional sources of knowledge
Help data management professionals prepare for Certified Data Management Professional (CDMP) exams
Assist organizations in their enterprise data strategy
Basis for effectiveness & maturity assessments
Guide implementation & process improvement efforts
Guide development of higher education curriculum
Suggest academic research topics
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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
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Function Scope Summary
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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
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Environment Scope Summary
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The DAMA-DMBOK Functional Framework
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Framework Paper Written as Proposal to DAMA Available on DAMA Website Since July 2006 Over 2000 Downloads Worldwide To Date To 58 Countries!
The DAMA-DMBOK Functional Framework
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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Chapter 1: Introduction Chapter 2: Data Management Overview
…DAMA-DMBOK Guide Chapters
Activities, Deliverables, Roles, Technology
Chapters 3 – 11: DM Functions Chapter 12: Professional Development Consolidated Bibliography Recurring Themes
Stewardship Leadership Quality Integration Enterprise Perspective © DAMA International 2008 -- All Rights Reserved
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…Standard Chapter Format (3-11)
Introduction Defining Key Terms Goals Context Diagram Concepts & Activities Key Concepts and Guiding Principles Roles Performing Activities to Create Deliverables Using Best Practices & Common Techniques Using Technology Summary Guiding Principles Recap Process Summary – Activities, Deliverables, Roles Org & Cultural Issues Recommended Reading © DAMA International 2008 -- All Rights Reserved
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Sample Context Diagram
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Dictionary of Data Management
Vital Need for a DMBOK Glossary The Semantics of our own Profession
Large Enough to Publish Separately… 900 Terms 100 Pages
As DAMA Dictionary of Data Management Version 1.0
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The DAMA-DMBOK Functional Framework
9 Data Management Functions Decomposed into many Activities Planning Activities (P) Control Activities (C) Development Activities (D) Operational Activities (O) Activities result in Deliverables Activities performed by Roles
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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)
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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)
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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)
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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)
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DAMA-DMBOK Activity Outline…
6. Reference and Master Data Management Understand Reference & Master Data Integration Needs (P) 1. 2. Define the Data Integration / MDM Architecture (P) (same as 2.1.4) Implement Reference and Master Data Management Solutions (D) 3. 4. Control Code Values and Other Reference Data (C) Integrate Master Data (O) 5. Replicate Reference and Master Data (O) 6. Maintain Dimensional Hierarchies (O) 7. 7. Data Warehousing and Business Intelligence Management 1. Understand Business Intelligence Data Needs (P) Define the Data Warehouse / BI Architecture (P) (same as 2.1.5) 2. Implement Data Warehouses and Data Marts (D) 3. Implement Business Intelligence Tools and User Interfaces (D) 4. 5. Implement Enterprise Reporting (D) 6. Implement Management Dashboards and Scorecards (D) 7. Implement Analytic Applications (D) Train Business Professionals (O) 8. Replicate and Transform Data for Business Intelligence (O) 9. 10. Monitor and Tune Data Warehousing Processes (C) 11. Support Business Intelligence Activity (O) 12. Monitor and Tune BI Activity and Performance (C)
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… 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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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)
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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
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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)
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What’s Been Done So Far?
December 2005: Deborah Henderson Meets with DAMA Chicago Chapter
April 2006: DAMA-DMBOK Framework Proposal Accepted
June 2006: DAMA-DMBOK Framework Paper Posted
July 2006: Development Strategy Drafted
August 2006: First Drafts of Chapters 1 & 2 & Glossary
March 2007: Data Governance Focus Group Workshop
March 2007: First Drafts of Chapters 3, 4, 5 and 12
April 2007: DAMA-DMBOK Blog: http://dmbok.blogspot.com
March 2008: DAMA Dictionary of Data Management, V.1
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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.
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