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Gavilan Research Associates Gavilan Research Associates MetaData Management 2005 MetaData Management 2005 Toronto IRMAC April 19, 2005 April 19, 2005 Toronto IRMAC DAMA Wisconsin April 20, 2005 April 20, 2005 DAMA


  1. Gavilan Research Associates Gavilan Research Associates MetaData Management 2005 MetaData Management 2005 Toronto IRMAC – – April 19, 2005 April 19, 2005 Toronto IRMAC DAMA Wisconsin – – April 20, 2005 April 20, 2005 DAMA Wisconsin Presented by S tu Carty Presented by S tu Carty tel: 925- -855 855- -7400 7400 tel: 925 email: scarty@ scarty@ gavsys.com email: gavsys.com website: www.gavilanresearch.com website: www.gavilanresearch.com 1 Tuesday April 19, 2005 10:15:50 AM

  2. in a recent Metadata Management Survey … … in a recent Metadata Management Survey • 66% 66%of respondents report that the of respondents report that the • S uccess Level of their MetaData of their MetaData S uccess Level Management S olution is “ “ Low to Low to Management S olution is Moderate” ” Moderate • 14.4% 14.4%report that their metadata report that their metadata • solution is “ “ S S HELFWARE” ” solution is HELFWARE 2 Tuesday April 19, 2005 10:15:50 AM

  3. S ome Additional Industry S tatistics … … S ome Additional Industry S tatistics • “ Through 2007, Through 2007, more than 50% more than 50%of of data warehouse data warehouse • “ proj ects will have limited acceptance limited acceptance, or will be , or will be proj ects will have outright failures” ” outright failures source: Gartner Group Inc (October source: Gartner Group Inc (October 2004) 2004) • 78.8%of corporate sales leaders believe their of corporate sales leaders believe their CRM CRM • 78.8% system is not as effective or successful as it could be not as effective or successful as it could be system is source: Miller Heiman, Inc. (March 2005) source: Miller Heiman, Inc. (March 2005) 3 Tuesday April 19, 2005 10:15:50 AM

  4. Why such Poor S uccess ? Why such Poor S uccess ? MetaData Management S olutions are typically: MetaData Management S olutions are typically: • difficult to setup and populate • difficult to setup and populate • • difficult to maintain and keep metadata definitions difficult to maintain and keep metadata definitions current current • difficult to use & navigate (poor user interfaces) • difficult to use & navigate (poor user interfaces) – limited audience (mostly technical/ developers) – limited audience (mostly technical/ developers) • expensive • expensive – average metadata proj ect = $200 average metadata proj ect = $200- -500K+ per year 500K+ per year – • difficult to prove true ROI • difficult to prove true ROI 4 Tuesday April 19, 2005 10:15:50 AM

  5. Goals of this Presentation Goals of this Presentation • review the Issues review the Issues • • review the S review the S olutions • olutions • discuss metadata solution ROI and discuss metadata solution ROI and • successful implementation guidelines successful implementation guidelines 5 Tuesday April 19, 2005 10:15:50 AM

  6. Introduction Introduction S tu Carty – – Gavilan Research Associates Gavilan Research Associates S tu Carty – MetaData – MetaData “ “ veteran veteran” ” , 20 years in the business. , 20 years in the business. – has worked for notable metadata companies such as – has worked for notable metadata companies such as Informatica, Data Advantage Group, R&O S Informatica, Data Advantage Group, R&O S oftware, oftware, Manager S Manager S oftware Products, Viasoft, and Reltech oftware Products, Viasoft, and Reltech Group. Group. – has personally given over – has personally given over one t housand present at ions one t housand present at ions & t raining workshops to Global 5000 companies on & t raining workshops to Global 5000 companies on enterprise meta- enterprise meta -data management data management www.gavilanresearch.com www.gavilanresearch.com 6 Tuesday April 19, 2005 10:15:50 AM

  7. Understanding the Need for Understanding the Need for Effective MetaData Management Effective MetaData Management 7 Tuesday April 19, 2005 10:15:50 AM

  8. MetaData Management Challenges MetaData Management Challenges Typical Tools involved in DW development Typical Tools involved in DW development 2 Extract / Transform / Load 1 1 Source Target Target Source Data DBMS Data DBMS 3 4 BI / Reporting Tools Modeling Tools 8 Tuesday April 19, 2005 10:15:50 AM

  9. Each Tool has it ’ ’ s own MetaData s own MetaData Each Tool has it (definit ions, descript ions, and int er- -relat ionships) relat ionships) (definit ions, descript ions, and int er Extract / Transform / Load Metadata Metadata Metadata Sources Sources Targets Targets Metadata Metadata BI / Reporting Tools Modeling Tools 9 Tuesday April 19, 2005 10:15:50 AM

  10. The Challenge The Challenge Your Employees Can’ ’ t Find Anyt hing t Find Anyt hing - -OR OR- - Your Employees Can They have t o go t o mult iple places for Research They have t o go t o mult iple places for Research • What data exists ? • What data exists ? • Where is it being used ? • Where is it being used ? • • What is its business definition ? What is its business definition ? • • What other names has it been called What other names has it been called or is being called ? or is being called ? • • How is it inter- How is it inter -related to related to other information ? other information ? • Who is using it ? • Who is using it ? • • Why do we need it ? Why do we need it ? • • When was it last updated ? When was it last updated ? 10 Tuesday April 19, 2005 10:15:50 AM

  11. Enterprise MetaData Management Enterprise MetaData Management CASE/Modeling CASE/Modeling Tools Tools BI / Reporting BI / Reporting People’ People ’ s s Tools Tools Heads Heads RDBMS / Source Code RDBMS / Source Code Stored Procedures, Stored Procedures, Metadata Metadata Files, Records, Files, Records, Management Management Word Docs, Excel, Word Docs, Excel, Programs Programs Diagrams, etc. Diagrams, etc. Solution Solution ETL Tools ETL Tools Any Other Any Other Meta Data Meta Data Business Rules, Business Rules, Source Source End- End -user requirements, user requirements, Organizations, Organizations, Locations Locations 11 Tuesday April 19, 2005 10:15:50 AM

  12. April 2005 – – what does what does “ “ Enterprise Metadata Enterprise Metadata April 2005 Management ” ” mean today ? mean today ? Management many technical metadata business metadata c ETL/ DW metadata o corporate data dict ionary m Frameworks / Enterprise p document metadata # of metadata Architecture l source-types / Data-Quality metadata e obj ect-types hardware / software x GIS met adata assets i t vocabularies / ontologies y process / source-code / reusable components XML/ web/ internet metadata few dozens hundreds # of metadata solution US ERS 12 Tuesday April 19, 2005 10:15:50 AM

  13. MetaData S MetaData S olutions should function like a olutions should function like a “ Card Catalog Card Catalog” ” or or “ “ Information Directory Information Directory” ” “ Analogy: : Analogy • • In a given corporation, In a given corporation, there could be 10,000 books there could be 10,000 books (information assets), in (information assets), in 3,000 different locations 3,000 different locations Metadata Solution • These books are not useful • These books are not useful to the corporation until to the corporation until they are inventoried, they are inventoried, organized, cataloged, cross- - organized, cataloged, cross referenced, and made referenced, and made available to the rest of the available to the rest of the corporation corporation 13 Tuesday April 19, 2005 10:15:50 AM

  14. MetaData S olutions should function like a MetaData S olutions should function like a “ Google Google” ” or or “ “ MapQuest MapQuest ” ” “ Answering Two Key Questions: : Answering Two Key Questions • What Information exists ? • What Information exists ? (self self - -service service “ “ discovery discovery” ” & & ( search) search) Metadata Solution • • How or Where is this How or Where is this information being used ? information being used ? (MapQuest – – focus on t he focus on t he (MapQuest int er- -relat ionships & relat ionships & int er “ mapping mapping” ” bet ween bet ween “ informat ion asset s) informat ion asset s) 14 Tuesday April 19, 2005 10:15:50 AM

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