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Meta Data and
the CDO
© 2015 IMCue Solutions, Inc.
Background & Agenda
2
• Metadata Types and Categories
• Trends in Metadata Technology
• The CDO’s role in the Metadata
Function
Definition of meta data – perspective
• Cocktail party definition
– “Data about data”
• Business definition
– Item Master for Data
• Techno definition
– Whatever we need to
make it work
• Usage-based definition
– How you need to use it
Sample definition
• Gartner
– Data describing various facets of a data asset, for the
purpose of improving its usability throughout its life cycle
– Metadata unlocks the value of data, and therefore
requires management attention
[Gartner 2010]
• IMCue
– Data required to manage and use information assets
successfully
– The “DNA” of an enterprise
4
Meta Data to Date
• Perceptions
– Needed (maybe)
– Sunk cost
• Recent justification from
regulations and NSA
• Most organizations more
serious
– Sustainable meta data
– Key component of
information asset
management
5
Metadata Types and Categories
6
DNA Model
D
N
A
7
DNA to Gartner xref
Run Grow Transform
reduce risks, eliminate
inefficiency and improve
responsiveness
target improvements
across the entire
value chain
attain new horizons,
new markets and new
models
Define Trust
Compliance
Consistency
Accuracy
Recognition
Understanding
Navigate Compliance
Quality
Expedience
Where used
Leverage
Location
Collaboration
Architecture Integrity Configuration
Alignment
Efficiency
Scalability
8
Note: Business and Technical meta data have NOT been
mentioned. This categorization is based on audience, and
is not suitable for oversight
The CDO’s role in the Metadata Function
9
CDO’s Role
• Plan
– Match business needs with
meta data features
– Engage with stakeholders and
benefactors
– Not selling, but engaging for
sustainability
• Define
– Focus on usable glossaries
– Create sustainable processes
– Define lineage aspects
10
DNA comes from Business Information
Requirements
11
NEEDS
BIRs
DNA (Meta
data
requirements)
Improve Customer
Experience
Objective
Improve retention of
households and next gen
clients
Business Action
Prevent excessive delays in
responding to client
queries
Information use (levers)
Accurate understanding of
accounts and holdings
Business Information
Requirements (BIRs) and
Metrics
House holding and family
data quality
Net promoter score
Cross references household
/ business entities
Data Candidates
Client
Household
Demographics
CDO’s Role
• Manage
– Oversee use and value
– Monitor cost
– Ensure practical use – avoid
dumpage
• Operate
– Verify Data Governance engaged with meta
data
– Verify use where desired
• Sustain
– Ensure adequate training and communications
– Measure successes and value
12
Sample – Make models useful
Seed
• Acquire
• Buy
• Steal
• Pattern
Align &
Identify
Core
Useful
concept-
ual
Useful
logical
Physicals
•Rationalize to
technology
Cross
walk /
Instant-
iate
Useful ?
Sample Case for Value Added Meta Data
• Large health provider
• The Challenge:
– Over 350 inconsistent metrics
– Slow and cumbersome to produce
– Whose metrics should we trust? multiple departments create the
same metrics…
• The Solution:
– Used 4 cross-functional groups to define and rationalize the metrics
– Extracted definitional and behavior meta data manually
• The Results:
– Single version of 200 metrics
– Seeded enterprise model
– Enterprise level glossary of metrics and data elements
14
Trends in Metadata Technology
15
Trends
• Pressure on traditional tools and new tools
• Lineage
• Registry / landscape
• Data centric controls
• Realistic approaches
• New sources (Outlook)
16
Trends
• Automatic collection
• Big data / data lake
management
• Inventory management for the
CDO
• Intersection with ITIL
• Moving away from relational
• “Google” for data search
17
18
THANK YOU!
Questions?
18
19
Building Value Through
Information Asset Management™
jladley@imcue.com
314-422-9076
19

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CDO Webinar: Metadata and the CDO

  • 1. Meta Data and the CDO © 2015 IMCue Solutions, Inc.
  • 2. Background & Agenda 2 • Metadata Types and Categories • Trends in Metadata Technology • The CDO’s role in the Metadata Function
  • 3. Definition of meta data – perspective • Cocktail party definition – “Data about data” • Business definition – Item Master for Data • Techno definition – Whatever we need to make it work • Usage-based definition – How you need to use it
  • 4. Sample definition • Gartner – Data describing various facets of a data asset, for the purpose of improving its usability throughout its life cycle – Metadata unlocks the value of data, and therefore requires management attention [Gartner 2010] • IMCue – Data required to manage and use information assets successfully – The “DNA” of an enterprise 4
  • 5. Meta Data to Date • Perceptions – Needed (maybe) – Sunk cost • Recent justification from regulations and NSA • Most organizations more serious – Sustainable meta data – Key component of information asset management 5
  • 6. Metadata Types and Categories 6
  • 8. DNA to Gartner xref Run Grow Transform reduce risks, eliminate inefficiency and improve responsiveness target improvements across the entire value chain attain new horizons, new markets and new models Define Trust Compliance Consistency Accuracy Recognition Understanding Navigate Compliance Quality Expedience Where used Leverage Location Collaboration Architecture Integrity Configuration Alignment Efficiency Scalability 8 Note: Business and Technical meta data have NOT been mentioned. This categorization is based on audience, and is not suitable for oversight
  • 9. The CDO’s role in the Metadata Function 9
  • 10. CDO’s Role • Plan – Match business needs with meta data features – Engage with stakeholders and benefactors – Not selling, but engaging for sustainability • Define – Focus on usable glossaries – Create sustainable processes – Define lineage aspects 10
  • 11. DNA comes from Business Information Requirements 11 NEEDS BIRs DNA (Meta data requirements) Improve Customer Experience Objective Improve retention of households and next gen clients Business Action Prevent excessive delays in responding to client queries Information use (levers) Accurate understanding of accounts and holdings Business Information Requirements (BIRs) and Metrics House holding and family data quality Net promoter score Cross references household / business entities Data Candidates Client Household Demographics
  • 12. CDO’s Role • Manage – Oversee use and value – Monitor cost – Ensure practical use – avoid dumpage • Operate – Verify Data Governance engaged with meta data – Verify use where desired • Sustain – Ensure adequate training and communications – Measure successes and value 12
  • 13. Sample – Make models useful Seed • Acquire • Buy • Steal • Pattern Align & Identify Core Useful concept- ual Useful logical Physicals •Rationalize to technology Cross walk / Instant- iate Useful ?
  • 14. Sample Case for Value Added Meta Data • Large health provider • The Challenge: – Over 350 inconsistent metrics – Slow and cumbersome to produce – Whose metrics should we trust? multiple departments create the same metrics… • The Solution: – Used 4 cross-functional groups to define and rationalize the metrics – Extracted definitional and behavior meta data manually • The Results: – Single version of 200 metrics – Seeded enterprise model – Enterprise level glossary of metrics and data elements 14
  • 15. Trends in Metadata Technology 15
  • 16. Trends • Pressure on traditional tools and new tools • Lineage • Registry / landscape • Data centric controls • Realistic approaches • New sources (Outlook) 16
  • 17. Trends • Automatic collection • Big data / data lake management • Inventory management for the CDO • Intersection with ITIL • Moving away from relational • “Google” for data search 17
  • 19. 19 Building Value Through Information Asset Management™ jladley@imcue.com 314-422-9076 19