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DMBOK

DMBOK

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International Foundation

DAMA-DMBOK GuideTM (Data Management Body of Knowledge) An Introduction
Presented by Patricia Cupoli, CCP, CDMP, CBIP DAMA Philadelphia/Delaware Valley, March 12, 2008 Adapted from Mark Mosley’s Presentation (DMBOK Editor)
© DAMA International 2008 -- All Rights Reserved 1

International Foundation

Agenda

Our Maturing Profession What is the DAMA-DMBOK Guide? What are the Activities Within Each Data Management Function? What’s Been Done So Far? What’s Still to Come?

© DAMA International 2008 -- All Rights Reserved

2

International Foundation

Our Maturing Profession

Data and information are increasingly recognized as enterprise assets. Data management is … …the development, execution and supervision …of plans, policies, programs and practices …that control, protect, deliver and enhance the value of data and information assets. Data management is an important function for enterprises in the Information Age. Data management is a shared responsibility between business data stewards and data management professionals. Data management is a new and maturing profession – and DAMA is leading the way!
© DAMA International 2008 -- All Rights Reserved 3

International Foundation Hallmarks of a Maturing Profession A professional community Continuing professional education Professional certification Higher education curriculum A recognized Body of Knowledge Standard terms and definitions Standard processes. roles and deliverables Guiding principles Best practices © DAMA International 2008 -.All Rights Reserved 4 .

Improvement.International Foundation What Is a Body of Knowledge? The collective experience of the profession What is generally recognized as “true” Large and constantly growing Evolving Acceptance.All Rights Reserved 5 . Innovation Summarized by a “Guide to the BOK” Primer and Starting Point © DAMA International 2008 -.

All Rights Reserved 6 .International Foundation What Is the DAMA-DMBOK Guide? The DAMA Guide to the Data Management Body of Knowledge (DAMA-DMBOK GuideTM) A book to be published by DAMA International A project sponsored by The DAMA Foundation Written and edited by DAMA members An integrated view A “definitive introduction” Modeled after other BOK documents: PMBOK (Project Management Body of Knowledge) SWEBOK (Software Engineering Body of Knowledge) BABOK (Business Analysis Body of Knowledge) CITBOK (Canadian IT Body of Knowledge) © DAMA International 2008 -.

To guide readers to additional resources. methods and techniques. To introduce widely adopted practices.All Rights Reserved 7 . without references to products and vendors. To identify common organizational and cultural issues. roles. © DAMA International 2008 -. deliverables and other common terminology. build consensus and foster adoption for a generally accepted view of data management.International Foundation DAMA-DMBOK Guide Goals To develop. To provide standard definitions for data management functions. To identify “guiding principles”.

International Foundation DAMA-DMBOK Guide Audiences Data management professionals IT professional colleagues Data stewards Managers and executives Knowledge workers Consultants Educators Researchers © DAMA International 2008 -.All Rights Reserved 8 .

All Rights Reserved 9 .International Foundation DAMA-DMBOK Guide Uses Inform a diverse audience about data management Build consensus across the data management community Help all participants understand their responsibilities Point readers to additional sources of knowledge Help data management professionals prepare for Certified Data Management Professional (CDMP) exams Assist organizations in their enterprise data strategy Basis for effectiveness & maturity assessments Guide implementation & process improvement efforts Guide development of higher education curriculum Suggest academic research topics © DAMA International 2008 -.

Analysis & Design Database Management Data Governance Data Warehousing & Business Intelligence Management Reference & Master Data Management Data Security Management Data Quality Management © DAMA International 2008 -.International Foundation Data Management Functions Meta Data Management Document.All Rights Reserved 10 . Record & Content Management Data Architecture.

All Rights Reserved 11 .International Foundation Function Scope Summary © DAMA International 2008 -.

All Rights Reserved 12 . Analysis & Design Database Management Data Governance Data Warehousing & Business Intelligence Management Reference & Master Data Management Data Security Management Technology Activities Goals & Principles Practices & Techniques Roles & Responsibilities Deliverables Data Quality Management © DAMA International 2008 -.International Foundation The DAMA-DMBOK Functional Framework Environmental Elements Organization & Culture Data Management Functions Meta Data Management Document. Record & Content Management Data Architecture.

International Foundation Environment Scope Summary © DAMA International 2008 -.All Rights Reserved 13 .

International Foundation The DAMA-DMBOK Functional Framework © DAMA International 2008 -.All Rights Reserved 14 .

International Foundation The DAMA-DMBOK Functional Framework Framework Paper Written as Proposal to DAMA Available on DAMA Website Since July 2006 Over 2000 Downloads Worldwide To Date To 58 Countries! USA Unknown Canada Australia UK India South Africa Brazil 48% 18% 7% 6% 3% 3% 3% 1% Averaging 30 Downloads per Week Version 2.All Rights Reserved 15 .1 Now Posted © DAMA International 2008 -.

All Rights Reserved 16 . Deliverables. Roles. Technology Chapters 3 – 11: DM Functions Chapter 12: Professional Development Consolidated Bibliography Recurring Themes Stewardship Leadership Quality Integration Enterprise Perspective © DAMA International 2008 -.International Foundation …DAMA-DMBOK Guide Chapters Chapter 1: Introduction Chapter 2: Data Management Overview Activities.

Roles Org & Cultural Issues Recommended Reading © DAMA International 2008 -. Deliverables.International Foundation …Standard Chapter Format (3-11) Introduction Defining Key Terms Goals Context Diagram Concepts & Activities Key Concepts and Guiding Principles Roles Performing Activities to Create Deliverables Using Best Practices & Common Techniques Using Technology Summary Guiding Principles Recap Process Summary – Activities.All Rights Reserved 17 .

All Rights Reserved 18 .International Foundation Sample Context Diagram © DAMA International 2008 -.

All Rights Reserved 19 .0 © DAMA International 2008 -.International Foundation Dictionary of Data Management Vital Need for a DMBOK Glossary The Semantics of our own Profession Large Enough to Publish Separately… 900 Terms 100 Pages As DAMA Dictionary of Data Management Version 1.

All Rights Reserved 20 .International Foundation The DAMA-DMBOK Functional Framework 9 Data Management Functions Decomposed into many Activities Planning Activities (P) Control Activities (C) Development Activities (D) Operational Activities (O) Activities result in Deliverables Activities performed by Roles © DAMA International 2008 -.

Data Governance 1. 2. 4. 2.International Foundation DAMA-DMBOK Activity Outline… 1. 4. Identify Strategic Enterprise Data Needs (P) Develop and Maintain the Data Strategy (P) Establish the Data Management Professional Organizations (P) Identify and Appoint Data Stewards (P) Establish Data Governance & Stewardship Organizations (P) Develop. Procedures and Architecture (C) 6. 6. 3. Data Management Planning 1. 5. 7.All Rights Reserved 21 . 5. Oversee Data Management Projects and Services (C) 7. 9. Communicate and Promote the Value of Data Assets (C) 1. Monitor and Enforce Conformance with Data Policies. 8. Review and Approve Data Policies. 2. 3. Standards. © DAMA International 2008 -. Standards and Procedures (P) Review and Approve Data Architecture (P) Plan and Sponsor Data Management Projects and Services (P) Estimate Data Asset Value and Associated Costs (P) Data Management Supervision and Control Supervise the Data Management Professional Staff and Organizations (C) Coordinate Data Governance Activities (C) Manage and Resolve Data Related Issues (C) Monitor and Ensure Regulatory Compliance (C) Communicate.

All Rights Reserved 22 . 4. Develop and Maintain Physical Data Models (D) 3. Develop Data Modeling Standards (P) 2. Develop the Enterprise Data Model (P) Align with Other Business Models (P) Define the Database Architecture (P) (same as 3. Review Data Model Quality (C) 3. 3. 2. Analysis and Design 1. Define Information Needs (D) 2.2) Define the Data Warehouse / BI Architecture (P) (same as 7. Enterprise Data Architecture 1. 5. Data Modeling and Specification 1. Data Model Quality Management 1. Data Architecture.2) Define the Metadata Architecture (P) (same as 9.2) Define Enterprise Taxonomies and Namespaces (P) 2. 7.International Foundation DAMA-DMBOK Activity Outline… 2. Develop and Maintain Logical Data Models (D) 3.2) Define the Data Integration / MDM Architecture (P) (same as 6.3. Manage Data Model Versioning and Integration (C) © DAMA International 2008 -. 6.

Database Management 1. 8. 9. 3. 7. Database Development 1. 1. 5. 3. 9. 4. Data Technology Management © DAMA International 2008 -. 2.All Rights Reserved 23 .International Foundation DAMA-DMBOK Activity Outline… 3. 5. Retrieve and Purge Data (O) Manage Specialized Databases (O) Understand Data Technology Requirements (P) Define the Database Architecture (P) (same as 2. 2. 6. 6. 7. 8. 2. 1. Database Production Support 3. Define Database Design Standards (P) Design Physical Databases (D) Review Database Design Quality (C) Develop Data Access Services (D) Develop Information Products ((D) Implement Development / Test Database Changes (C) Create and Maintain Test Data (D) Migrate and Convert Data (D) Test and Validate Data Requirements (D) Implement Production Database Changes (C) Obtain Externally Sourced Data (O) Plan for Data Recovery (P) Backup and Recover Data (O) Set Database Performance Service Levels (P) Monitor & Tune Database Performance (O) Plan for Data Retention (P) Archive. 6. 5.3) Implement and Maintain Database Environments (C) Evaluate Data Technology (P) Install and Administer Data Technology (O) Inventory & Track Data Technology Licenses (C) Support Data Technology Usage & Issues (O) 2. 4. 7. 3. 4.1.

Data Quality Management 1. Implement Data Security Controls (D) 5. Define Password Standards and Procedures (P) 4. Define Data Quality Requirements and Business Rules (D) 4. Monitor User Authentication and Access Behavior (C) 9. Manage Data Access Permissions (C) 8. Passwords and Group Membership (C) 6. Understand Data Privacy. Manage Data Access Views (C) 7.International Foundation DAMA-DMBOK Activity Outline… 4. Conduct Clean-up Campaigns (O) 9. Certify Data Quality (C) 7. Define Data Privacy and Confidentiality Standards (P) 3. Manage Users. Confidentiality and Security Needs (P) 2. Set Data Quality Service Levels (P) 6. Audit Data Quality (C) © DAMA International 2008 -. Identify. Classify Information Confidentiality (C) 10. Escalate and Resolve Data Quality Issues (C) 8. Develop and Promote Data Quality Awareness (O) 2. Design and Implement Operational DQM Procedures (D) 10. Define Data Quality Metrics (P) 3. Test and Validate Data Quality Requirements (D) 12. Analyze / Profile / Measure / Monitor Data Quality (C) 5.All Rights Reserved 24 . Audit Data Security (C) 5. Data Security Management 1. Monitor Operational DQM Procedures (C) 11.

Monitor and Tune BI Activity and Performance (C) © DAMA International 2008 -. Implement Reference and Master Data Management Solutions (D) 4. Train Business Professionals (O) 9. Implement Data Warehouses and Data Marts (D) 4. Implement Enterprise Reporting (D) 6.5) 3.4) 3. Integrate Master Data (O) 6.1.1. Understand Reference & Master Data Integration Needs (P) 2. Reference and Master Data Management 1. Maintain Dimensional Hierarchies (O) 7. Define the Data Warehouse / BI Architecture (P) (same as 2. Control Code Values and Other Reference Data (C) 5. Understand Business Intelligence Data Needs (P) 2. Implement Analytic Applications (D) 8. Monitor and Tune Data Warehousing Processes (C) 11. Support Business Intelligence Activity (O) 12. Replicate and Transform Data for Business Intelligence (O) 10. Define the Data Integration / MDM Architecture (P) (same as 2. Implement Business Intelligence Tools and User Interfaces (D) 5. Replicate Reference and Master Data (O) 7. Data Warehousing and Business Intelligence Management 1.All Rights Reserved 25 . Implement Management Dashboards and Scorecards (D) 7.International Foundation DAMA-DMBOK Activity Outline… 6.

image. Store and Maintain Meta Data (O) 6. Define the Meta Data Architecture (P) (same as 2. taxonomies. Directories and Other Meta Data Marts (C) © DAMA International 2008 -.All Rights Reserved 26 . report and document format standards) 9. Extract. Implement a Managed Meta Data Environment (D) 5. XML namespaces. graphics. Create. Manage Meta Data Distribution and Delivery to Glossaries. Capture.6) 3. Integrate and Share Meta Data (C) 8. Report and Analyze Metadata (O) 10. fiche) 3. Meta Data Management 1. Record and Content Management 1. Develop and Maintain Meta Data Standards (P) 4.1. Query. audio. Reconcile. Document. video) 2. Manage Physical Records (paper. Manage Electronic Documents (text. Manage Information Content (search engine indexes. Understand Meta Data Requirements (P) 2. Maintain Meta Data Source Data Stores 7.International Foundation … DAMA-DMBOK Activity Outline 8. Manage the Meta Data Repository (C) 9.

All Rights Reserved 27 . mwmosley@comcast.net Deborah Henderson. DMBOK editor (Chicago). sponsor (Toronto) Bobbie Adderson (Chicago) Michael Brackett (Puget Sound) Larry Burns (Puget Sound) Mike Connor (Wisconsin) Patricia Cupoli (Philadelphia) Alex Friedgan (Chicago) Mahesh Haryu (New York) Gil Laware (Chicago) Jim McQuade (Pittsburgh) Mike Miller (Chicago) Cathy Nolan (Chicago) Kathy Sivier (Chicago) Anne Marie Smith (Philadelphia) Eva Smith (Puget Sound) © DAMA International 2008 -.International Foundation DAMA-DMBOK Guide Editorial Board Mark Mosley.

Data Governance 4 -.Reference & Master Data Management: Mike Miller 9 -.Data Security Mgmt: 7 -.Data Architecture.Database Management 6 -.All Rights Reserved 28 .DW / Business Intelligence Mgmt: 10 – Records & Content Management: 11 – Meta Data Management: 12 – Professional Development: Mike Connor Pat Cupoli Mike Jennings Pat Cupoli © DAMA International 2008 -. Analysis & Design 5 -.Data Quality Management: 8 -.International Foundation Chapter Development Team Leaders Mark Mosley Steve Hoberman Larry Burns Open David Loshin 3 -.

All Rights Reserved 29 .COM Project Discussion Chat Room Chapter Team Shared Documents (wiki) © DAMA International 2008 -.International Foundation Collaboration Strategy DAMA-DMBOK Development Diary News & Public Comments DMBOK.BLOGSPOT.

4.International Foundation What’s Been Done So Far? December 2005: Deborah Henderson Meets with DAMA Chicago Chapter April 2006: DAMA-DMBOK Framework Proposal Accepted June 2006: DAMA-DMBOK Framework Paper Posted July 2006: Development Strategy Drafted August 2006: First Drafts of Chapters 1 & 2 & Glossary March 2007: Data Governance Focus Group Workshop March 2007: First Drafts of Chapters 3. 5 and 12 April 2007: DAMA-DMBOK Blog: http://dmbok.All Rights Reserved 30 .blogspot. V.com March 2008: DAMA Dictionary of Data Management.1 © DAMA International 2008 -.

All Rights Reserved 31 .dama.95. © DAMA International 2008 -. The DAMA Dictionary of Data Management is a companion glossary published separately in March 2008. Available on Amazon as a CD for $44. The DAMA-DMBOK Framework paper (Version 2. 148 pages.1) is available today on the www.org website. to be published in mid 2009.International Foundation DAMA-DMBOK Summary The DAMA Guide to the Data Management Body of Knowledge (DAMA-DMBOK GuideTM) is a book under development by DAMA International.

International Foundation What’s Next? Drafts and Revisions of Each Chapter More Conference Calls & Focus Groups Publicity Articles DAMA Local Chapter Presentations Final Review by DAMA Executive Board © DAMA International 2008 -.All Rights Reserved 32 .

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