The document addresses data access challenges faced by business users and analysts when reconciling old and new data. It presents insights on the metadata and data models necessary for effective decision-making, highlighting the need for proper visibility and clarity in data management. Key takeaways include the importance of ensuring data artifacts are accessible, providing searchable access, and the necessity of shared governance in managing data complexity.

1. These -ARE- the data you are looking for
Karen Lopez, InfoAdvisors
Josh Buckner, Embarcadero Technologies
Leveraging Metadata and Data Models for Business Agility

2. Abstract:
Business users and analysts are often trying to solve a very specific data-
related problem, and when researching it, may wonder why certain items
don’t correlate. Maybe you need to reconcile old data and new data, and
eliminate erroneous entries. How do you find what the various terms mean
and where the relevant data resides? Business stakeholders need visibility to
the organization’s models and metadata, but at the right level of detail for
their use. Join this session to learn about business data access challenges,
including:
• What issues exist with current methods
• What information business users really need
• How to find that information
Karen Lopez will share tips and insights on working through the data
challenges for business analysts and Josh Buckner will suggest a solution to
address those concerns.
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3. Karen López www.datamodel.com
Karen has 20+ years of data and information architecture
experience on large, multi-project programs.
She is a frequent speaker on data modeling, data-driven
methodologies and pattern data models.
She wants you to love your data.

4. Josh Buckner
Josh is the Team Server Solutions Expert for
Embarcadero Technologies.
He helps our customers understand the benefits of
ER/Studio Team Server and works with them to
implement it effectively within their organizations.

5. A Little About InfoAdvisors…
#TeamData
Data Management
Project Management
Business Analysis
Training
Analysts Services
Consulting
www.datamodel.com

6. POLL: Who Are You?
Aug 2014

7. Agenda
2015 Year of Data
Data Stories
Metadata, Data Models & Agility
Calls to Action!
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8. 2015 – Year of Data: the Vision
Big Data
Data Analytics
Business Analytics
Self Service BI
External Data
Data Science

9. What’s New…ish
New Technologies
• Databases/Datastores
• Cloud
• Storage
• Scalability
Techniques
• Machine Learning
• Cognitive Computing
• Semantic Technologies
• Data Science &
Analytics

10. Why should business users care about New?
All these build on a
data foundation

11. Data Rules and Specifications
Artifacts
Data Models
XML documents
JSON documents
Databases
Application Code
Data Warehouses
Data Lakes
People
Data Modelers
XML Architects
Testers
Developers
DBAs
Data Scientists
Operational Business users

12. How we THINK data works
Data
Applications

13. What could go wrong?

14. What could go wrong?
Applications
Applications
Applications
Applications
Applications
Applications
Applications

15. What could go wrong?
Data architecture complexity
is not dependent on
company size.
It is dependent upon
business processes.

16. What contributes to complexity?
Underfunded IT efforts
Application-driven architecture development
Compliance and regulations
Accidental architects
Architectural development without business involvement
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17. Managing Complexity

18. Data Models Are Wonderful

19. But we have lots of them…
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20. Retail Data Stories
Item / SKU / GTIN /EAN / Serialized Item
Customer versus Client versus Guest versus
Player versus Recipient versus Driver versus …..

21. Healthcare Data Stories
“Coding Error Renders Bad Universal Healthcare Info for 800,000 Taxpayers”
A glitch in HealthCare.gov gave the wrong year’s data.
• Lack of clarity on whether to tax a year in advance or in arrears.
• Nearly $184 million cost to taxpayers.
• Additional financial and political cost related to rework and re-filing.
• No clear model or alert available for developers during build.

22. & DEMo
Team Server

23. Takeaways….
We purchase vendor solutions and move data around
Vendors have varying data formats and rules
“Single Version of the Truth” is not feasible
We have to manage and govern these differences
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24. To deliver the value locked in our data, we need to know
where it is, how it is used and what it means
Organizations need a service that ties all these data
sources, formats, rule and metadata together
Data Models get us close, but aren’t enough to fill this
need
Takeaways….

25. Metadata needs its own application to manage data,
support search and queries
IT tools aren’t appropriate ways to access this data
A shared resource is better than separate resources
Takeaways….

26. Calls to action!
1. Ensure data artifacts are accessible
2. Provide searchable access to data artifacts
3. Support engagement with business and IT models
4. Provide linkages between business and IT models

27. Calls to action!
5. Ensure artifacts are “live” and up to date
6. Model, don’t document
7. Share ownership, stewardship and governance
8. Discover new value in existing data

28. Thank You
You were GREAT
….We should do this again….

29. EMBARCADERO TECHNOLOGIES
Business Driven Data Architecture.

30. EMBARCADERO TECHNOLOGIES
Chaotic Communication
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31. EMBARCADERO TECHNOLOGIES
Coordinated & Collaborative Communication
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32. EMBARCADERO TECHNOLOGIES
Learn More About ER/Studio !
• Trial Downloads: http://www.embarcadero.com/downloads
• ER/Studio Team Server Hosted Trial (Sandbox):
http://www.embarcadero.com/products/er-studio/team-server-hosted-trial
• To arrange a demo, please contact Embarcadero Sales:
sales@embarcadero.com, 1 (888) 233-2224
• http://www.embarcadero.com/data-modeling