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Copyright Global Data Strategy, Ltd. 2021
Enterprise Architecture vs. Data Architecture
Donna Burbank
Global Data Strategy, Ltd.
June 24, 2021
Follow on Twitter @donnaburbank
Twitter Event hashtag: #DAStrategies
Global Data Strategy, Ltd. 2021
Donna Burbank
2
• Recognized industry expert in information
management with over 25 years of
experience in data strategy, information
management, data modeling, metadata
management, and enterprise architecture
• Managing Director at Global Data Strategy,
Ltd., an international information
management consulting company that
specializes in the alignment of business
drivers with data-centric technology
• Worked with dozens of Fortune 500
companies worldwide in the Americas,
Europe, Asia, and Africa and speaks
regularly at industry conferences
• Excellence in Data Management Award
from DAMA International
• Past President and Advisor to the DAMA
Rocky Mountain chapter
• Co-author of several books on data
management
• Regular contributor to industry
publications
• She can be reached at
donna.burbank@globaldatastrategy.com
Donna is based in Boulder, Colorado, US
Follow on Twitter @donnaburbank
@GlobalDataStrat
Global Data Strategy, Ltd. 2021
DATAVERSITY Data Architecture Strategies
• January Emerging Trends in Data Architecture – What’s the Next Big Thing?
• February Building a Data Strategy - Practical Steps for Aligning with Business Goals
• March Data Modeling Case Study – Business Data Modeling at Kiewit
• April Master Data Management – Aligning Data, Process, and Governance
• May Data Architecture, Solution Architecture, Platform Architecture – What’s the Difference?
• June Enterprise Architecture vs. Data Architecture
• July Best Practices in Metadata Management
• August Data Quality Best Practices (with guest Nigel Turner)
• September Data Modeling Techniques
• October Data Governance: Aligning Technical & Business Approaches
• December Data Architecture for Digital Transformation
3
This Year’s Lineup
Global Data Strategy, Ltd. 2021
What We’ll Cover Today
• Enterprise Architecture (EA) provides a visual
blueprint of the organization, and shows key
interrelationships between data, process,
applications, and more.
• By abstracting these assets in a graphical
view, it’s possible to see key
interrelationships, particularly as they relate
to data and its business impact across the
organization.
• This webinar will discuss how data
architecture is a key component of an overall
enterprise architecture for enhanced
business value and success.
4
Global Data Strategy, Ltd. 2021
Enterprise Architecture - Definition
• Enterprise architecture (EA) is a discipline for proactively
and holistically leading enterprise responses to
disruptive forces by identifying and analyzing the
execution of change toward desired business vision and
outcomes.
• …by presenting business and IT leaders with signature-
ready recommendations for adjusting policies and
projects to achieve target business outcomes that
capitalize on relevant business disruptions.
• EA is used to steer decision making toward the evolution
of the future state architecture.1
5
Supporting Business Innovation with a Strong Architectural Foundation
1 Gartner IT Glossary 2013
Innovation
Foundation
Global Data Strategy, Ltd. 2021
Enterprise Architecture – Definition for Data Architects
• Just as you need to model the data in an
organization, you need to model the organization
itself:
• Motivations & Goals
• Business Capabilities
• Business Processes
• As well as the related technologies that support
the organization
• Applications
• Data
• Networks
• Etc.
6
Modeling is important on many levels
Global Data Strategy, Ltd. 2021
Frameworks for Enterprise Architecture
• The Zachman Framework organizes
data into the simple categories of:
• What
• How
• Where
• Who
• When
• Why?
• Data fits nicely within the “What”
column.
7
Zachman Framework
https://www.zachman.com
Global Data Strategy, Ltd. 2021
Frameworks for Enterprise Architecture
• The TOGAF Architecture Development Method (ADM) developed by the OpenGroup is a step-by-
step approach to developing an enterprise architecture.
• It provides a detailed framework for building an architecture around Business, Data, Application &
Technology.
8
TOGAF EA Framework
www.opengroup.org
Global Data Strategy, Ltd. 2021
Data as Part of Enterprise Architecture
• Enterprise Architecture provides a high-level view of the people, processes,
applications, and data of an organization
• Putting data in business context
• How does data link to the rest of my organization?
• If I change data, what business processes are affected?
Global Data Strategy, Ltd. 2021
What EA Model Types are in Use?
10
What Types of Models/Diagrams do you use in your Data/Enterprise Architecture?
From Trends in Data Management, a 2019 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
Global Data Strategy, Ltd. 2021
3
Architecture vs. Construction
• It’s a common analogy to use building architecture as an analogy to data architecture.
• When constructing a building, there is a clear distinction between designing a house and building a house.
11
Design Build
Global Data Strategy, Ltd. 2021
Architects vs. Engineers vs. Builders
12
• Similarly, there is a clear distinction between architects, engineers, builders who build the house.
I work with the owner to understand their
needs and draw the diagrams to match
their vision & requirements.
I work onsite to make sure that the
building is structurally sound.
I swing the hammer to make sure
the house gets built.
Architect Engineer Builder
Global Data Strategy, Ltd. 2021 13
• Unfortunately, with data professionals, the distinctions aren’t as obvious.
I work with the owner to understand their
needs and draw the diagrams to match
their vision & requirements.
I make sure that the data platform
is structurally sound.
I write code to ensure working
applications and databases.
Architect Engineer Builder
Architects vs. Engineers vs. Builders
Global Data Strategy, Ltd. 2021
The Role of the Architect
14
Technology Business
Janus
Global Data Strategy, Ltd. 2021 15
Architecture Diagrams and Artifacts – Some Tools of the Trade
Global Data Strategy, Ltd. 2021
Business Motivation Model
16
Corporate Mission Corporate Vision
Goals & Objectives
To provide a full service online retail experience
for art supplies and craft products.
To be the respected source of art products worldwide,
creating an online community of art enthusiasts.
Artful Art Supplies ArtfulArt
C
External Drivers
Digital Self-Service
Increasing
Regulation Pressures
Online Community &
Social Media
Customer Demand
for Instant Provision
Internal Drivers
Cost Reduction
Targeted Marketing
360 View of
Customer
Brand Reputation Community Building
Revenue Growth
C
Accountability
• Create a Data Governance
Framework
• Define clear roles &
responsibilities for both
business & IT staff
• Publish a corporate
information policy
• Document data standards
• Train all staff in data
accountability
C
Quality
• Define measures & KPIs for
key data items
• Report & monitor on data
quality improvements
• Develop repeatable
processes for data quality
improvement
• Implement data quality
checks as BAU business
activities
C
Culture
• Ensure that all roles
understand their
contribution to data quality
• Promote business benefits
of better data quality
• Engage in innovative ways
to leverage data for
strategic advantage
• Create data-centric
communities of interest
• Corporate-level Mission & Vision
• May already be created or may
need to create as part of project.
• Project-level, Data-Centric Drivers
• External Drivers are what you’re
facing in the industry
• Internal Drivers reflect internal
corporate initiatives.
• Project-level, Data-Centric Goals
& Objectives
• Clear direction for the project
• Use marketing-style headings
where possible
Global Data Strategy, Ltd. 2021
Use Case Model
• The Use Case Model
• Categorizes existing demand
• Provides a “heat map” of
usage patterns
• Particularly important for large,
geographically distributed
teams & departments.
Global Data Strategy, Ltd. 2021
Business Capability Models
• A business capability model outlines the core functional areas of the organization.
• Note: this is not the same as an organizational chart
• Capabilities can be overlaid with key data domains to create a “heat map” of cross-functional data usage.
18
Core Business
Shared Services
Artful Art’s Business Capabilities
Etc. – sample subset only
Product Development
R&D
Product
Management
Product
Manufacturing
Packaging
Marketing
Product
Messaging
Branding
Product
Launch
Campaign
Development
Lead
Generation
Pricing
Sales
Pipeline
Management
Customer
Relationship
Quotes &
Tenders
Research & Development Branding & Go-to-Market
Partner
Management
Sales & Distribution
Human Resources
Recruitment
Employee
Training
Performance
Management
Legal
Compliance
Contract
Management
Data Domains
Customer
Product
Account
Etc.
Global Data Strategy, Ltd. 2021
Aligning Organizational Capability to Data Governance
Organizational Capability, Organizational Structure, and Roles are key to Data Governance and
Data-Centric Organizational Structures
19
Aligning to Organizational Capabilities
e.g. From Plan to Production to Sales & Distribution
Designing Org Structures for Data-Centric Efforts
e.g. Aligning Data Governance to Individual Culture
Global Data Strategy, Ltd. 2021
Data-Driven Merger for Financial Services
The combined information assets of both companies is one of our biggest strategic advantages.
- CEO
• A key driver for a recent merger of two large financial
institutions was the integration of data assets
• Streamlining the merger of the two organizations by integrating
the data assets
• Identify ways in which data can be used to strategic advantage
• Organizational Structure & Business Capability Alignment were
critical
• Understanding how data was used across the organization
• Identifying efficiencies & opportunities for collaboration
Business Capabilities
Company A
Business Capabilities
Company B
Common Data Foundation
Global Data Strategy, Ltd. 2021
Data Models
21
Global Data Strategy, Ltd. 2021
Conceptual Data Model
• A conceptual data model
provides core definitions of
key data objects.
• It also shows key
relationships between data
objects.
• Even a simple diagram as the
one on the right can tell a
powerful “story”
…. And uncover key business
issues and opportunities.
Global Data Strategy, Ltd. 2021
Logical Data Model
Place
Appear on
Contain
Belong to
Customer
customer identifier
first name
middle initial
last name
description
Product
product identifier
product name
description
Order
customer identifier (FK)
product identifier (FK)
order date
Product Part Combination
product identifier (FK)
part identifier (FK)
Raw Material
material_identifier
part identifier (FK)
Finished Good
finished good identifier
part identifier (FK)
Subassembly
subassembly identifier
part identifier (FK)
Part
part identifier
part name
description
• A logical data model describes
key business rules and
definitions.
• Attributes are typically shown.
• Cardinality specifies additional
detail regarding relationships.
…. The Logical Model defines
additional detail regarding data
entities, attributes, and their
relationships.
Global Data Strategy, Ltd. 2021
Case Study: Data Models by Business Capability
Dataversity Webinar from March
24
In March, Kiewit gave a great case study of how
they used data models for business success.
Catch the replay at: https://www.dataversity.net/das-webinar-
data-modeling-case-study-business-data-modeling-at-kiewit/
Global Data Strategy, Ltd. 2021
Process / Workflow Models
• Process models are a helpful tool for
describing core business processes.
• “Swimlanes” outline organizational
considerations
• Data can be mapped to key business
processes to understand creation & usage
of information.
• They are particularly helpful for areas such
as Master Data Management (MDM)
where process is critical to data
stewardship & integration.
25
Identifying key data dependencies in core business processes
Global Data Strategy, Ltd. 2021
Customer Journey Map
• A customer journey map
outlines key phases of the
customer in their “journey”.
• They are similar to a process
model, but with a different
focus & perspective.
• Creating a data overlay is a
helpful way to see the key
data touched at each point
in the journey.
• Journey maps can be
created for other industries
as well, e.g. Student,
Patient, etc.
26
Global Data Strategy, Ltd. 2021
CRUD Matrix
Product
Development
Supply Chain
Accounting
Marketing Finance
Product Assembly Instructions C R
Product Components C R
Product Price C U R
Product Name C U,D
Etc.
27
Create, Read, Update, Delete
• CRUD Matrices shows where data is Created, Read, Updated or Deleted across the various areas of the organization.
• They can be created by department, by system/application, etc.
• This can be a helpful tool in data governance & data quality.
Global Data Strategy, Ltd. 2021
Process Models & CRUD Fit Well Together
• Business Process Models describe key activities within the organization.
• Linking these processes to the data that is Created, Updated, or Deleted (CRUD) is important to
understanding data usage.
Customer Order Account Invoice Product
Receive Customer Order R C C, R
Process Customer Order C,R,U R,U R
Fill Order R,U R,U R,U
Send Invoice R,U R,U C
CRUD Matrix
Business Process Model
Global Data Strategy, Ltd. 2021
Linking Data with Process for Master Data Management
• An international restaurant chain realized through its digital strategy that:
• While menus are the core product that drives their business…
• They had little control or visibility over their menu data
• Menu data was scattered across multiple systems in the organization from supply chain to kitchen prep to marketing,
restaurant operations, etc.
• Menu data was consolidated & managed in a central hub:
• Master Data Management created a “single view of menu” for business efficiency & quality control
• Data Governance created the workflow & policies around managing menu data
• Process Models & Data Mappings were critical
• Business Process Models to identify the flow of information
• CRUD Matrixes to understand usage, stewardship & ownership
29
Managing the Data that Runs the Business
Product Creation &
Testing
Menu Display &
Marketing
Supply Chain Point of Sale &
Restaurant Operations
Global Data Strategy, Ltd. 2021
Data Platform Evolution
Data Technology & Platforms continue to evolve
• 75% are using relational databases on-premises
• 71% are using spreadsheets as a data platform (!)
• Future plans include a wide range of technologies:
• Cloud-based relational databases
• Graph databases
• NoSQL databases
• Big Data platforms
30
While relational databases remain the leading platform, new technologies are being added to the mix.
From Trends in Data Management, a 2020 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
Global Data Strategy, Ltd. 2021
Technology Trends – the Basics Prevail, but Options Exist
• While a wide range of technologies are in use,
relational data stores make up the majority of
usage.
• Top data sources or platforms include:
• Relational on-premise database: 75%
• Spreadsheets: 71%
• Packaged applications: 59%
• Relational cloud-based database: 51%
• Most organizations are using a multi-platform
approach for a “fit for purpose” paradigm.
• It’s “both and”, not “either or”
31
Organizations are using multiple tools for a “fit for purpose” approach with Relational Databases leading the use cases.
From Trends in Data Management, a 2020 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
Global Data Strategy, Ltd. 2021
A Cautious Approach to the Future
• Future Trends point to continued focus on
relational databases, with usage shifting to the
Cloud
• Top Initiatives planned in 1-2 years include:
• Relational cloud-based databases: 54%
• Relational on-premise databases: 47%
• Packaged applications (e.g., ERP, CRM, etc.): 42%
• Spreadsheets: 35%
• And Spreadsheets continue to be a “data
platform”…sigh…
32
Relational Databases are the main focus for the next 1-2 years, indicating a “back to basics” approach
From Trends in Data Management, a 2020 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
Global Data Strategy, Ltd. 2021
System Architecture Diagram
• High-level system architecture diagrams can create a “big picture” of how systems and
their components fit together.
33
Global Data Strategy, Ltd. 2021
Summary
• Enterprise Architecture provides a series of
models and diagrams to describe the
organization to maximize business value
• While the number and diversity of platforms is
increasing it is important to:
• Focus on the business need and application
• Design fit-for-purpose solutions using a number
of interrelated technologies
Global Data Strategy, Ltd. 2021
DATAVERSITY Data Architecture Strategies
• January Emerging Trends in Data Architecture – What’s the Next Big Thing?
• February Building a Data Strategy - Practical Steps for Aligning with Business Goals
• March Data Modeling Case Study – Business Data Modeling at Kiewit
• April Master Data Management – Aligning Data, Process, and Governance
• May Data Architecture, Solution Architecture, Platform Architecture – What’s the Difference?
• June Enterprise Architecture vs. Data Architecture
• July Best Practices in Metadata Management
• August Data Quality Best Practices (with guest Nigel Turner)
• September Data Modeling Techniques
• October Data Governance: Aligning Technical & Business Approaches
• December Data Architecture for Digital Transformation
35
This Year’s Lineup
Global Data Strategy, Ltd. 2021
Who We Are: Business-Focused Data Strategy
Maximize the Organizational Value of Your Data Investment
In today’s business environment, showing rapid time to value for
any technical investment is critical.
But technology and data can be complex. At Global Data Strategy,
we help demystify technical complexity to help you:
• Demonstrate the ROI and business value of data to your
management
• Build a data strategy at your pace to match your unique culture
and organizational style.
• Create an actionable roadmap for “quick wins”, which building
towards a long-term scalable architecture.
Global Data Strategy’s shares experience from some of the largest
international organizations scaled to the pace of your unique team.
www.globaldatastrategy.com
Global Data Strategy has worked with organizations globally in the
following industries:
Finance · Retail · Social Services · Health Care · Education · Manufacturing
· Government · Public Utilities · Construction · Media & Entertainment ·
Insurance …. and more
Global Data Strategy, Ltd. 2021 www.globaldatastrategy.com
Questions?
Thoughts? Ideas?
37

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Enterprise Architecture vs. Data Architecture

  • 1. Copyright Global Data Strategy, Ltd. 2021 Enterprise Architecture vs. Data Architecture Donna Burbank Global Data Strategy, Ltd. June 24, 2021 Follow on Twitter @donnaburbank Twitter Event hashtag: #DAStrategies
  • 2. Global Data Strategy, Ltd. 2021 Donna Burbank 2 • Recognized industry expert in information management with over 25 years of experience in data strategy, information management, data modeling, metadata management, and enterprise architecture • Managing Director at Global Data Strategy, Ltd., an international information management consulting company that specializes in the alignment of business drivers with data-centric technology • Worked with dozens of Fortune 500 companies worldwide in the Americas, Europe, Asia, and Africa and speaks regularly at industry conferences • Excellence in Data Management Award from DAMA International • Past President and Advisor to the DAMA Rocky Mountain chapter • Co-author of several books on data management • Regular contributor to industry publications • She can be reached at donna.burbank@globaldatastrategy.com Donna is based in Boulder, Colorado, US Follow on Twitter @donnaburbank @GlobalDataStrat
  • 3. Global Data Strategy, Ltd. 2021 DATAVERSITY Data Architecture Strategies • January Emerging Trends in Data Architecture – What’s the Next Big Thing? • February Building a Data Strategy - Practical Steps for Aligning with Business Goals • March Data Modeling Case Study – Business Data Modeling at Kiewit • April Master Data Management – Aligning Data, Process, and Governance • May Data Architecture, Solution Architecture, Platform Architecture – What’s the Difference? • June Enterprise Architecture vs. Data Architecture • July Best Practices in Metadata Management • August Data Quality Best Practices (with guest Nigel Turner) • September Data Modeling Techniques • October Data Governance: Aligning Technical & Business Approaches • December Data Architecture for Digital Transformation 3 This Year’s Lineup
  • 4. Global Data Strategy, Ltd. 2021 What We’ll Cover Today • Enterprise Architecture (EA) provides a visual blueprint of the organization, and shows key interrelationships between data, process, applications, and more. • By abstracting these assets in a graphical view, it’s possible to see key interrelationships, particularly as they relate to data and its business impact across the organization. • This webinar will discuss how data architecture is a key component of an overall enterprise architecture for enhanced business value and success. 4
  • 5. Global Data Strategy, Ltd. 2021 Enterprise Architecture - Definition • Enterprise architecture (EA) is a discipline for proactively and holistically leading enterprise responses to disruptive forces by identifying and analyzing the execution of change toward desired business vision and outcomes. • …by presenting business and IT leaders with signature- ready recommendations for adjusting policies and projects to achieve target business outcomes that capitalize on relevant business disruptions. • EA is used to steer decision making toward the evolution of the future state architecture.1 5 Supporting Business Innovation with a Strong Architectural Foundation 1 Gartner IT Glossary 2013 Innovation Foundation
  • 6. Global Data Strategy, Ltd. 2021 Enterprise Architecture – Definition for Data Architects • Just as you need to model the data in an organization, you need to model the organization itself: • Motivations & Goals • Business Capabilities • Business Processes • As well as the related technologies that support the organization • Applications • Data • Networks • Etc. 6 Modeling is important on many levels
  • 7. Global Data Strategy, Ltd. 2021 Frameworks for Enterprise Architecture • The Zachman Framework organizes data into the simple categories of: • What • How • Where • Who • When • Why? • Data fits nicely within the “What” column. 7 Zachman Framework https://www.zachman.com
  • 8. Global Data Strategy, Ltd. 2021 Frameworks for Enterprise Architecture • The TOGAF Architecture Development Method (ADM) developed by the OpenGroup is a step-by- step approach to developing an enterprise architecture. • It provides a detailed framework for building an architecture around Business, Data, Application & Technology. 8 TOGAF EA Framework www.opengroup.org
  • 9. Global Data Strategy, Ltd. 2021 Data as Part of Enterprise Architecture • Enterprise Architecture provides a high-level view of the people, processes, applications, and data of an organization • Putting data in business context • How does data link to the rest of my organization? • If I change data, what business processes are affected?
  • 10. Global Data Strategy, Ltd. 2021 What EA Model Types are in Use? 10 What Types of Models/Diagrams do you use in your Data/Enterprise Architecture? From Trends in Data Management, a 2019 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
  • 11. Global Data Strategy, Ltd. 2021 3 Architecture vs. Construction • It’s a common analogy to use building architecture as an analogy to data architecture. • When constructing a building, there is a clear distinction between designing a house and building a house. 11 Design Build
  • 12. Global Data Strategy, Ltd. 2021 Architects vs. Engineers vs. Builders 12 • Similarly, there is a clear distinction between architects, engineers, builders who build the house. I work with the owner to understand their needs and draw the diagrams to match their vision & requirements. I work onsite to make sure that the building is structurally sound. I swing the hammer to make sure the house gets built. Architect Engineer Builder
  • 13. Global Data Strategy, Ltd. 2021 13 • Unfortunately, with data professionals, the distinctions aren’t as obvious. I work with the owner to understand their needs and draw the diagrams to match their vision & requirements. I make sure that the data platform is structurally sound. I write code to ensure working applications and databases. Architect Engineer Builder Architects vs. Engineers vs. Builders
  • 14. Global Data Strategy, Ltd. 2021 The Role of the Architect 14 Technology Business Janus
  • 15. Global Data Strategy, Ltd. 2021 15 Architecture Diagrams and Artifacts – Some Tools of the Trade
  • 16. Global Data Strategy, Ltd. 2021 Business Motivation Model 16 Corporate Mission Corporate Vision Goals & Objectives To provide a full service online retail experience for art supplies and craft products. To be the respected source of art products worldwide, creating an online community of art enthusiasts. Artful Art Supplies ArtfulArt C External Drivers Digital Self-Service Increasing Regulation Pressures Online Community & Social Media Customer Demand for Instant Provision Internal Drivers Cost Reduction Targeted Marketing 360 View of Customer Brand Reputation Community Building Revenue Growth C Accountability • Create a Data Governance Framework • Define clear roles & responsibilities for both business & IT staff • Publish a corporate information policy • Document data standards • Train all staff in data accountability C Quality • Define measures & KPIs for key data items • Report & monitor on data quality improvements • Develop repeatable processes for data quality improvement • Implement data quality checks as BAU business activities C Culture • Ensure that all roles understand their contribution to data quality • Promote business benefits of better data quality • Engage in innovative ways to leverage data for strategic advantage • Create data-centric communities of interest • Corporate-level Mission & Vision • May already be created or may need to create as part of project. • Project-level, Data-Centric Drivers • External Drivers are what you’re facing in the industry • Internal Drivers reflect internal corporate initiatives. • Project-level, Data-Centric Goals & Objectives • Clear direction for the project • Use marketing-style headings where possible
  • 17. Global Data Strategy, Ltd. 2021 Use Case Model • The Use Case Model • Categorizes existing demand • Provides a “heat map” of usage patterns • Particularly important for large, geographically distributed teams & departments.
  • 18. Global Data Strategy, Ltd. 2021 Business Capability Models • A business capability model outlines the core functional areas of the organization. • Note: this is not the same as an organizational chart • Capabilities can be overlaid with key data domains to create a “heat map” of cross-functional data usage. 18 Core Business Shared Services Artful Art’s Business Capabilities Etc. – sample subset only Product Development R&D Product Management Product Manufacturing Packaging Marketing Product Messaging Branding Product Launch Campaign Development Lead Generation Pricing Sales Pipeline Management Customer Relationship Quotes & Tenders Research & Development Branding & Go-to-Market Partner Management Sales & Distribution Human Resources Recruitment Employee Training Performance Management Legal Compliance Contract Management Data Domains Customer Product Account Etc.
  • 19. Global Data Strategy, Ltd. 2021 Aligning Organizational Capability to Data Governance Organizational Capability, Organizational Structure, and Roles are key to Data Governance and Data-Centric Organizational Structures 19 Aligning to Organizational Capabilities e.g. From Plan to Production to Sales & Distribution Designing Org Structures for Data-Centric Efforts e.g. Aligning Data Governance to Individual Culture
  • 20. Global Data Strategy, Ltd. 2021 Data-Driven Merger for Financial Services The combined information assets of both companies is one of our biggest strategic advantages. - CEO • A key driver for a recent merger of two large financial institutions was the integration of data assets • Streamlining the merger of the two organizations by integrating the data assets • Identify ways in which data can be used to strategic advantage • Organizational Structure & Business Capability Alignment were critical • Understanding how data was used across the organization • Identifying efficiencies & opportunities for collaboration Business Capabilities Company A Business Capabilities Company B Common Data Foundation
  • 21. Global Data Strategy, Ltd. 2021 Data Models 21
  • 22. Global Data Strategy, Ltd. 2021 Conceptual Data Model • A conceptual data model provides core definitions of key data objects. • It also shows key relationships between data objects. • Even a simple diagram as the one on the right can tell a powerful “story” …. And uncover key business issues and opportunities.
  • 23. Global Data Strategy, Ltd. 2021 Logical Data Model Place Appear on Contain Belong to Customer customer identifier first name middle initial last name description Product product identifier product name description Order customer identifier (FK) product identifier (FK) order date Product Part Combination product identifier (FK) part identifier (FK) Raw Material material_identifier part identifier (FK) Finished Good finished good identifier part identifier (FK) Subassembly subassembly identifier part identifier (FK) Part part identifier part name description • A logical data model describes key business rules and definitions. • Attributes are typically shown. • Cardinality specifies additional detail regarding relationships. …. The Logical Model defines additional detail regarding data entities, attributes, and their relationships.
  • 24. Global Data Strategy, Ltd. 2021 Case Study: Data Models by Business Capability Dataversity Webinar from March 24 In March, Kiewit gave a great case study of how they used data models for business success. Catch the replay at: https://www.dataversity.net/das-webinar- data-modeling-case-study-business-data-modeling-at-kiewit/
  • 25. Global Data Strategy, Ltd. 2021 Process / Workflow Models • Process models are a helpful tool for describing core business processes. • “Swimlanes” outline organizational considerations • Data can be mapped to key business processes to understand creation & usage of information. • They are particularly helpful for areas such as Master Data Management (MDM) where process is critical to data stewardship & integration. 25 Identifying key data dependencies in core business processes
  • 26. Global Data Strategy, Ltd. 2021 Customer Journey Map • A customer journey map outlines key phases of the customer in their “journey”. • They are similar to a process model, but with a different focus & perspective. • Creating a data overlay is a helpful way to see the key data touched at each point in the journey. • Journey maps can be created for other industries as well, e.g. Student, Patient, etc. 26
  • 27. Global Data Strategy, Ltd. 2021 CRUD Matrix Product Development Supply Chain Accounting Marketing Finance Product Assembly Instructions C R Product Components C R Product Price C U R Product Name C U,D Etc. 27 Create, Read, Update, Delete • CRUD Matrices shows where data is Created, Read, Updated or Deleted across the various areas of the organization. • They can be created by department, by system/application, etc. • This can be a helpful tool in data governance & data quality.
  • 28. Global Data Strategy, Ltd. 2021 Process Models & CRUD Fit Well Together • Business Process Models describe key activities within the organization. • Linking these processes to the data that is Created, Updated, or Deleted (CRUD) is important to understanding data usage. Customer Order Account Invoice Product Receive Customer Order R C C, R Process Customer Order C,R,U R,U R Fill Order R,U R,U R,U Send Invoice R,U R,U C CRUD Matrix Business Process Model
  • 29. Global Data Strategy, Ltd. 2021 Linking Data with Process for Master Data Management • An international restaurant chain realized through its digital strategy that: • While menus are the core product that drives their business… • They had little control or visibility over their menu data • Menu data was scattered across multiple systems in the organization from supply chain to kitchen prep to marketing, restaurant operations, etc. • Menu data was consolidated & managed in a central hub: • Master Data Management created a “single view of menu” for business efficiency & quality control • Data Governance created the workflow & policies around managing menu data • Process Models & Data Mappings were critical • Business Process Models to identify the flow of information • CRUD Matrixes to understand usage, stewardship & ownership 29 Managing the Data that Runs the Business Product Creation & Testing Menu Display & Marketing Supply Chain Point of Sale & Restaurant Operations
  • 30. Global Data Strategy, Ltd. 2021 Data Platform Evolution Data Technology & Platforms continue to evolve • 75% are using relational databases on-premises • 71% are using spreadsheets as a data platform (!) • Future plans include a wide range of technologies: • Cloud-based relational databases • Graph databases • NoSQL databases • Big Data platforms 30 While relational databases remain the leading platform, new technologies are being added to the mix. From Trends in Data Management, a 2020 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
  • 31. Global Data Strategy, Ltd. 2021 Technology Trends – the Basics Prevail, but Options Exist • While a wide range of technologies are in use, relational data stores make up the majority of usage. • Top data sources or platforms include: • Relational on-premise database: 75% • Spreadsheets: 71% • Packaged applications: 59% • Relational cloud-based database: 51% • Most organizations are using a multi-platform approach for a “fit for purpose” paradigm. • It’s “both and”, not “either or” 31 Organizations are using multiple tools for a “fit for purpose” approach with Relational Databases leading the use cases. From Trends in Data Management, a 2020 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
  • 32. Global Data Strategy, Ltd. 2021 A Cautious Approach to the Future • Future Trends point to continued focus on relational databases, with usage shifting to the Cloud • Top Initiatives planned in 1-2 years include: • Relational cloud-based databases: 54% • Relational on-premise databases: 47% • Packaged applications (e.g., ERP, CRM, etc.): 42% • Spreadsheets: 35% • And Spreadsheets continue to be a “data platform”…sigh… 32 Relational Databases are the main focus for the next 1-2 years, indicating a “back to basics” approach From Trends in Data Management, a 2020 DATAVERSITY® Report, by Donna Burbank and Michelle Knight
  • 33. Global Data Strategy, Ltd. 2021 System Architecture Diagram • High-level system architecture diagrams can create a “big picture” of how systems and their components fit together. 33
  • 34. Global Data Strategy, Ltd. 2021 Summary • Enterprise Architecture provides a series of models and diagrams to describe the organization to maximize business value • While the number and diversity of platforms is increasing it is important to: • Focus on the business need and application • Design fit-for-purpose solutions using a number of interrelated technologies
  • 35. Global Data Strategy, Ltd. 2021 DATAVERSITY Data Architecture Strategies • January Emerging Trends in Data Architecture – What’s the Next Big Thing? • February Building a Data Strategy - Practical Steps for Aligning with Business Goals • March Data Modeling Case Study – Business Data Modeling at Kiewit • April Master Data Management – Aligning Data, Process, and Governance • May Data Architecture, Solution Architecture, Platform Architecture – What’s the Difference? • June Enterprise Architecture vs. Data Architecture • July Best Practices in Metadata Management • August Data Quality Best Practices (with guest Nigel Turner) • September Data Modeling Techniques • October Data Governance: Aligning Technical & Business Approaches • December Data Architecture for Digital Transformation 35 This Year’s Lineup
  • 36. Global Data Strategy, Ltd. 2021 Who We Are: Business-Focused Data Strategy Maximize the Organizational Value of Your Data Investment In today’s business environment, showing rapid time to value for any technical investment is critical. But technology and data can be complex. At Global Data Strategy, we help demystify technical complexity to help you: • Demonstrate the ROI and business value of data to your management • Build a data strategy at your pace to match your unique culture and organizational style. • Create an actionable roadmap for “quick wins”, which building towards a long-term scalable architecture. Global Data Strategy’s shares experience from some of the largest international organizations scaled to the pace of your unique team. www.globaldatastrategy.com Global Data Strategy has worked with organizations globally in the following industries: Finance · Retail · Social Services · Health Care · Education · Manufacturing · Government · Public Utilities · Construction · Media & Entertainment · Insurance …. and more
  • 37. Global Data Strategy, Ltd. 2021 www.globaldatastrategy.com Questions? Thoughts? Ideas? 37