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Building internal-competencies-in-ioa

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Why does your organization need IOA trained professionals? What are the AIIM IOA certificate courses like? These questions and more are answered in this one hour presentation.

Why does your organization need IOA trained professionals? What are the AIIM IOA certificate courses like? These questions and more are answered in this one hour presentation.

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  • The point here is that there are lots of definitions of enterprise architecture. This one was fairly succinct. The key is that it is a framework. When we look at organizations, we create a “domain model”. That domain model attempts to understand how people, systems, processes and organizing principles work together. This helps when developing new applications, integrating systems and improving the user experience when they interact with both structured and unstructured information
  • The point of this slide is to say that taxonomy brings a user centric approach to multiple systems and applications.
  • Transcript

    • 1. Building Internal Competencies in Taxonomy, Metadata and Information Architecture
      AIIM Information Organization and Access
      Course Overview
    • 2. Recording Available
      A recording of this webinar can be found here:
      https://earley.ilinc.com/join/ctrmwct
    • 3. Earley & Associates Highlights
      Founded 1994
      Focus Areas Holistic approach to specific business contexts and goals for:
      • Retail
      • Manufacturing
      • Pharmaceuticals & Life Sciences
      • Public Sector
      • Media & Entertainment
      Personnel Core team of 25 consultants
      Locations Concord, MA headquarters, consultants in US, UK & Canada, global projects
      Services • Taxonomy & Information Architecture
      • Search Strategy for Enterprise & Web
      • ECM, DAM & Information Lifecycle
      • Program Management & Governance
    • 4. Seth Earley, Founder & President, Earley & Associates
      • Co-author of Practical Knowledge Management from IBM Press
      • 5. 16 years experience building content and knowledge management systems, 20+ years experience in technology
      • 6. Former Co-Chair, Academy of Motion Picture Arts and Sciences, Science and Technology Council Metadata Project Committee
      • 7. Founder of the Boston Knowledge Management Forum
      • 8. Former adjunct professor at Northeastern University
      • 9. Currently working with enterprises to develop knowledge and digital asset management systems, taxonomy and metadata governance strategies
      • 10. Founder of Taxonomy Community of Practice – host monthly conference calls of case studies on taxonomy derivation and application. http://finance.groups.yahoo.com/group/TaxoCoP
      • 11. Co-founder Search Community of Practice:
      http://tech.groups.yahoo.com/group/SearchCoP
    • 12. Agenda
      Who/what is AIIM?
      The role of Information Organization and Access Professionals
      What industries are actively developing IOA professionals
      The advantage of developing in-house resources vs. hiring
      The AIIM Master Certificate course overview
      Who should attend
    • 13. AIIM is the community that provides education, research, and best practices to help organizations find, control, and optimize their information.
      AIIM was founded in 1943 as the National Microfilm Association and later became the Association for Information and Image Management. AIIM is also known as the enterprise content management (ECM) association.
      Today, AIIM is international in scope, independent, and implementation-focused. As the industry's intermediary, AIIM represents the entire industry - including users, suppliers, and the channel
      As a neutral and unbiased source of information, AIIM serves the needs of its members and the industry through a variety of activities including research, education, advocacy, and networking.
      About AIIM
    • 14. Imagine this product management scenario
      What does the label look like?
      What are the ingredients, and where do they originate?
      Who purchased it? Through what channels?
      How do we market it?
      When was it made?
      Your response to a product recall depends on your information classification.
      Example courtesy Leslie Owens of Forrester
    • 15. IOA Framework
      Data
      Content
      Taxonomy and Metadata provides linkage between structured data and unstructured content
      Example courtesy Leslie Owens of Forrester April 2010 Taxonomy Community of Practice call
    • 16. IOA Framework for Enterprise Applications
      Related documents
      Browsing & filtering
      Customer Relationship Mgt
      Compare product
      Case Example:
      Motorola’s Global
      Taxonomy Framework
      Served Multiple Processes
      Business intelligence
      Program Management
      Product Lifecycle Management
    • 17. A Simple User Experience Requires IOA Framework
      Case Example:
      American Greetings
      Developing a technical model of content, assets and processes…
      …becomes the foundation for a flexible, intuitive user experience
    • 18. What is IOA?
      Information Organization and Access (IOA) is a disciplinethat operationalizes methods and practices used to create, apply and maintain consistent organizing principles across structured and unstructured information, processes, content and applications.
      IOA is at the convergence of Data Architecture, Enterprise Information Architecture and Semantic Architecture
    • 19. Enterprise architecture is supported by IOA approaches
      Enterprise architecture
      “A comprehensive framework used to manage and align an organization's Information Technology (IT) assets, people, operations, and projects with its operational characteristics. In other words, the enterprise architecture defines how information and technology will support the business operations and provide benefit for the business.”
      The National Institutes of Health http://enterprisearchitecture.nih.gov/About/What/
      Enterprise Information Architecture Initiatives Require IOA Foundational Approaches in Order to Achieve Long Term Success
    • 20. The IOA Professional Integrates Parallel Perspectives
      What is the difference between a data architect, a taxonomist and an information architect?
      Data architects are concerned with structured data and technical aspects of applications and database design
      Taxonomists are concerned with unstructured content semantics and the meaning of terms
      Information architects consider how structured data elements, unstructured content meaning and user intent combine to form the user experience
      What they have in common is that they are all IOA professionals
    • 21. What’s missing?
      Organizations employ data architects, enterprise architects, information architects, taxonomists and library scientists
      The missing element is a common framework and foundational approaches that bring these perspectives together.
      Organizations that have an integrated approach include financial services, insurance, retail, public sector, consulting, life sciences, technology
      The challenge is that many of these initiatives are focused on particular applications or silos of the business and not truly enterprise in nature
      Taxonomy and metadata standards are part of IOA. Very few organizations have comprehensive global taxonomies
    • 22. What is the Value IOA Training?
      Creates a holistic approach to information management that significantly improves the return on information assets and investments
      Integrates best practices in information organization and governance into the fabric of information technology programs and projects.
      Improves maturity of the organization in content processes, taxonomy, metadata and information architecture
      Facilitates development of internal competencies and expertise allowing for a continuous cycle of improvement
    • 23. The Role of Taxonomy and Metadata in IOA
      Unstructured and Structured applications are undergoing an unprecedented convergence - Leslie Owens of Forrester
      (April 2010 Taxonomy Community of Practice Conference call http://www.earley.com/webinars/business-processes/role-taxonomy-enterprise-architecture Complimentary access with code IOA410)
      Taxonomy and Metadata become the integration framework for structured and unstructured information
    • 24. Taxonomy is Foundational to Metadata
      Common language for…
      • business processes
      • 25. sharing concepts
      • 26. integrating information sources
      • 27. unifying enterprise systems
      Helps fine tune search
      Organizes content to make it findable
      Allows for consistent reporting
      This is the “O” in IOA
    • 28. Search is Heterogeneous
      Data Sources
      Business Intelligence
      Document repositories
      Intranets/web pages
      Customer Relationship Mgt
      Custom databases and applications
      IOA/Taxonomy Framework
      Auto categorization/
      Clustering
      Entity
      Extraction
      Faceted
      Search
      Semantic
      Search
      Appliances
      Federated
      Search
      Search Mechanisms
    • 29. Content is Heterogeneous
      Enterprise Content Management
      Spans Structured and Unstructured Processes
      Controlled Processes
      Chaotic Processes
      Accessing information
      Answering questions
      Problem solving
      Collaboration
      Knowledge Reuse
      Knowledge Creation
      LESS STRUCTURE
      MORE STRUCTURE
      Learning Management
      Records Management
      Document Management
      Email Management
      Instant Messaging
      Blogs
      CLASS of TOOL
      Process Management
      Collaborative Spaces
      Web Content Management
      Digital Asset Management
      Wikis
      IOA/Taxonomy Framework
      19
    • 30. A holistic IOA approach brings value to all areas of the business
      enterprise taxonomy
    • 31. Example Trends Which Require Integrated IOA Approach
      Business Intelligence needs metadata on structured data as the basis for quantitative analysis, taxonomy on unstructured content for the results of analysis
      Extend traditional quantitative BI with qualitative BI from unstructured content once a taxonomy is applied:
      analysis of risk/no risk claims by disease category
      analysis of call center issues by product to monitor a recall
      analysis of ad placement effectiveness by social media context
      Master Data Management needs taxonomy – both aim to define a “single version of the truth”
      MDM to eliminate structured data redundancy
      Taxonomy to eliminate unstructured content ambiguity
    • 32. A Holistic View of IOA (Taxonomy and Metadata)
      Content Management
      Enterprise
      Search,
      Portal Design,
      Collaboration
      Website
      Navigation,
      Search &
      SEO
      Taxonomy,
      Metadata, IA
      & Usability
      Digital Asset
      Management
      Records Management
      Workflow Management
      Rights
      Management
      Security & Privacy Management
    • 33. Taxonomy allows for multiple perspectives
      Products
      • System for organizing concepts and categorizing content
      Hierarchical relationships (parent/child)
      Tree-like structure, categories that branch out to reveal sub-categories and terms
      Dictionary of preferred terminology
      • Key observation: taxonomy is not the same as navigation.
      Games
      Action figures
      Card games
      Board games
      Brand
      Milton Bradley
      Disney
      Scrabble
      Battleship
      Internal perspectives may be different from what is important to external audiences.
    • 34. Each system will leverage taxonomy slightly differently
      FAST
      E commerce suite
      Reconcile vendor product metadata with structure and format for catalog, merchandising, order management
      Digital Asset Management
      Guided navigation
      Facets and attributes based on taxonomy resolve with search user experience best practices
      Structure and terminology to support non text asset location and reuse
      Product taxonomy
      Cross sell/up sell
      Content management
      Semantic relationships for related products, controlled terminology for merchandisers to support specific promotions
      Content and document types, topics/subjects, audiences, etc to support unstructured information
      www.Bestbuy.com
    • 35. Creating in House Competencies
      Project Focus
      Consulting projects have a defined life span
      Focused on a specific outcome
      Are able to get the attention of the organization for limited time frame
      Snap shot in time, but enterprise is a moving target
      Many times directed toward a specific application or system
      Practice Focus
      Ongoing life span
      Center of excellence model
      Become woven into the fabric of the organization
      Allow for continuous improvement
      Goal is to speed information flow, not organize information in place
      The only way to have long term success is to build enterprise competencies
    • 36. Creating in House Competencies
      Hiring resources
      Difficult to get trained resources
      Many have industry specific knowledge that may or may not apply
      Less understanding of internal processes
      Cannot hire enough resources to meet the needs or the organization
      May not have up to date knowledge and expertise
      Training internal resources
      Home grown can be time consuming, but ultimately may staff up faster over long run
      Better knowledge of business needs and culture
      Less expensive than hiring high priced talent
      Can train a wider range of stakeholders and non specialists
      Can train stakeholders on best practices, build common approach
      Training is a viable approach to building competencies across the organization, not with just a few individuals
    • 37. Course Overview
      Half day briefing for managers - $300
      High level overview of the topics of the course
      Appropriate for managers or non specialists who want the high points
      Two day Practitioner Course - $1160
      Focused on strategy, theoretical framework, planning projects
      Covers taxonomy, ontologies, content modeling
      Results in Practitioner Certificate
      Two day Specialist Course - $1160
      Focused on the how to of projects
      User analysis, scenarios, content inventorying, standards
      Includes governance, case studies, maturity models
      Results in Specialist Certificate
      Four day Master Class - $2980
      Practitioner and Specialist plus take home case study
      Results in Master Certificate
    • 38. Who Should Attend
      Half day briefing is for professionals in non IT areas, directors, business managers, leadership, who want to understand principles and practices and the role of taxonomy, metadata and information architecture in enterprise search, content management, business intelligence
      First two days are for people who want a solid foundation in theory supporting improved content processes, taxonomy, metadata, content modeling and search approaches
      Days 3 and 4 are for information professionals and business users who want hands on knowledge of approaches. Much of day 3 and 4 are spent in group exercises
      I would recommend that if you have the time, you attend the full 4 days and attain the Master certificate
      I keep the course practical and interactive and share best practices, example, deliverables and templates from actual engagements.
    • 39. Earley & Associates Highlights
      clients
    • 40. Earley & Associates Core Capabilities
      Strategy
      Program Management
      Business Analysis /
      User Research
      Technology Selection
      Implementation Support
      Socialization & Training
      Governance
      Success Metrics
      skills
    • 41. Questions?
      Seth Earley, President
      Earley & Associates, Inc
      781-820-8080
      www.earley.com
      seth@earley.com

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