Data Management: Strategic Design & Tactical Solutions

Data Management: Strategic Design & Tactical Solutions

Today’s Speakers

James R. GriffinPresidentDatric, Inc.

Elissa FinkVice President of MarketingTableau Software

Moderator:Gary Cocker

Strategic Design & Tactical Solutions

Data Management WebinarTableau & Datric, April 9, 2009

4Copyright © Datric, Inc. 2009

Agenda

Introductions (5 minutes)

Presentation (25 minutes)Background

Data Challenges

Data Solutions

Using Tableau

Tableau Demo (20 minutes)

Q & A (10 minutes)

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What Datric Does

Complex, large scale integration projectsERP, finance, sales & marketing, supply chain planning, Point‐of‐Sale (POS)

Data warehousing, implementation, conversion, integration, decommissioning

SAP, Oracle, i2, SAS, Seibel, Teradata, Neoview

Agile Data Suite data management software

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Common Data Project Pitfalls

Project TraitsLarge teams, complex, multi‐year, problematicBusiness‐technical integration difficultPoint solution design Manually coordinate requirements, documentation & review 

Data & Metadata TraitsInconsistent standardsSemantics by team, functionInconsistent documentationNo easy trace, data lineagePoor data organizationLittle or no reuseNo metadata visualization

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Two Root Causes

ApproachIntra‐company competitive projects

Small, inexpensive projects win; business ROI poor

Little leverage across divisions or units

IT driven, not business driven (driven, not sponsored)Rigid, software application‐oriented 

Inconsistent metadataSystem & application oriented

Technical, not business oriented

Results in inconsistent data values, inflexible structures

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Symptoms of Data Dysfunction

Inconsistent:Reporting standards

Data governance

Master data management

Metadata management

Naming standards (labels) by application – not definition

Language, vocabulary & semantic differences

Spreadsheet (‘spread‐mart’) documentation

Unknown data lineage and difficult traceability

Disconnected & ineffective change management

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Strategic Framework Approach:

Design for the Data & Metadata Life‐cycle

Business first, technology implement second

Flexible reuse (Ex: business terms with aliases)

Expect business & technology change

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Strategic Framework Approach:

Use Abstraction as a Central Approach

Right detail at right time 

Multiple model types from a  consistent base

Implementation is different from logical design

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Strategic Framework Approach:

Integrate & Separate

Separation of function and circuit breakers can be good

Multiple views (subject areas, processes, systems, etc.)

Enable data access views

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How to Assure Success

Understand patterns & re‐use 

Understand metadata differences (business, technical, operational)

Embrace & plan for change

Make use of metadata “aggregation”

Have available, accurate models 

Plan for increasing metadata and data

Data governance

E‐discovery

Security & retention policies

Projects are phases to support strategy

View analytics a business asset

13Copyright © Datric, Inc. 2009

Using Tableau: Data Abstractions

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Using Tableau: Business‐Technical Link

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Using Tableau: System Relations

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Using Tableau: Project Management

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Using Tableau: Project Status

18Copyright © Datric, Inc. 2009

For Additional Information, Contact:

James R. GriffinPresident

[email protected]‐504‐2464http://datric.com

All rights reserved. © 2009 Tableau Software Inc.

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Q & A Session

James R. GriffinPresidentDatric, Inc.

Elissa FinkVice President of MarketingTableau Software

Moderator:Gary Cocker

Please Submit Your Questions Now

To View This or Other Events On-Demand Please Visit:http://www.techweb.com/casts

James Griffin+ Datric, inc.+ [email protected]

Elissa Fink + Tableau Software+ [email protected]+ 1-206-633-3400 x560

Additional Resources

Web Seminar Resources+ For a copy of the slide deck and to hear the web

seminar on-demand go to http://www.tableausoftware.com/data-management

Other Tableau Resources+ For access to whitepapers, previously recorded web

seminars and real-data Tableau examples, go to + http://www.tableausoftware.com/business-

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