Modernizing data management is on everyone’s mind today. Making the shift from data management practices of the BI era to modern data management is essential but it is also challenging. Whether you’re updating the back end by migrating your data warehouses to the cloud or advancing the front end with a shift from legacy BI tools to self-service analysis and visualization, it is critical to know the data that you have and to understand data lineage. Data inventory, data glossary, and data lineage are all metadata dependent. But legacy BI metadata is typically proprietary, non-integrated, and collected inconsistently by a variety of disparate tools. The metadata muddle is a serious inhibitor to modernization efforts. Metadata consolidation and centralization are the keys to overcoming this barrier. What if all this were automated? Join us to learn: - How a smart and innovative new technology resolves metadata disparity - How metadata management automation accelerates modernization efforts - How metadata management automation reduces errors and improves quality of results from data management modernization projects - How metadata management automation and data cataloging work together to help you move rapidly to the next generation of BI and analytics

1. Grab some
coffee and
enjoy the
pre-show
banter
before the
top of the
hour!

2. Metadata Mastery: A Big Step for BI
Modernization

3. Eric Kavanagh
CEO, Inside Analysis
Amnon Drori
CEO, Octopai
Dave Wells
Research Director, Eckerson
Group

4. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019© Eckerson Group 2018 www.eckerson.com
From Metadata Muddle to Metadata Magic:
A Big Step for BI Modernization
Dave Wells
dwells@eckerson.com

5. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
The BI Technology Myth
5
LEGACY
Legacy
Systems
ERP Systems
SaaS
SaaS
Applications
MDM / RDM
ETL
Processing
Dashboards
Reports
Scorecards
OLAP
ETL Database
Analysis
&
Reporting

6. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
The BI Technology Realities
6
LEGACY
Legacy
Systems
ERP Systems
SaaS
SaaS
Applications
MDM / RDM
ETL
Processing
Dashboards
Reports
Scorecards
OLAP

7. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
The BI Technology Realities
7
LEGACY
Legacy
Systems
ERP Systems
SaaS
SaaS
Applications
MDM / RDM
ETL
Processing
Dashboards
Reports
Scorecards
OLAP
IBM Datastage
Microsoft SSIS
Informatica Powercenter
Oracle Data Integrator
etc.
Oracle Database
Teradata
Microsoft SQL Server
etc.
IBM Cognos
Tableau
Microsoft Power BI
Microstrategy
etc.

8. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
The Metadata Muddle
8
IBM Datastage
Microsoft SSIS
Informatica Powercenter
Oracle Data Integrator
etc.
Oracle Database
Teradata
Microsoft SQL Server
etc.
IBM Cognos
Tableau
Microsoft Power BI
Microstrategy
etc.
source schema & definitions
source-to-target mapping
data transformation logic
data lineage
warehouse data inventory
warehouse data definitions
database schema
data constraints
analysis workbooks inventory
business data definitions
business metrics definitions
data lineage

9. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
The Metadata Muddle Compounded
9
Assume that your organization has:
• 4 data warehouses as a result of mergers & acquisitions
• 3 different ETL tools used across the 4 warehouses
• 2 SQL Server warehouses, 1 Teradata, and 1 Oracle
• Cognos, Business Objects, SSRS, Power BI and Tableau
used in various combinations across the 4 warehouses
How many pockets of disparate metadata do you have?
4 data warehouses
x 3 ETL tools
x 3 database management systems
x 5 reporting and analysis tools
= 180 metadata pockets may exist

10. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
The Need for BI Modernization
10
Legacy BI Modern BI and Analytics

11. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
Modernization Projects
11
Migrate to Cloud
Migrate to Self-Service
Update Data
Architecture

12. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
More (and more complex) Modernization Projects
12
Consolidate Data Warehouses
and Migrate to Cloud
Update Architecture
and Migrate to Cloud

13. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
Data Knowledge – The #1 Barrier to Modernization
13
METADATA
MUDDLE

14. © Eckerson Group 2018 www.eckerson.com© Eckerson Group 2019
From Muddle to Magic – What We Need
14
METADATA
MUDDLE
Metadata Automation
• Crawl tools to collect metadata
• Store metadata in one repository
• Index metadata and see connections
• Fast, efficient metadata searching
• Visual mapping of data lineage
• Drill from summary to detail
• Export for external uses
• Inject into data catalogs

16. www.octopai.com
More companies are looking to modernize:
On-Prem to Cloud: Moving metadata management from On Prem to the Cloud
BI Systems
metadata

17. www.octopai.com
More companies are looking to modernize:
Migrating Legacy BI systems to Modern BI systems
BI Systems

18. DB Sources
Marketing
CRM
ERP
Finance
HR
Other Sources
ETL Tools
Informatica
DataStage (IBM)
SSIS (MS)
Others
(Talend, etc’)
OCTOPAI AUTOMATED METADATA MANAGEMENT
Data Warehouse
Oracle
Others
(Hadoop, etc’)
SQL Server(MS)
Teradata
Vertica(Big Data)
Reporting & Analysis
Tools
Cognos (IBM)
BO (SAP)
QlikView
Tableau
OBIEE (Oracle)
Others (Sisense, etc’)
www.octopai.com
SSAS (OLAP),
TABULAR
Complete data lineage to and from reports

19. Get in touch for a free trial!
amnond@octopai.com
www.octopai.com