DMBOK

© DAMA International 2008 -- All Rights Reserved 1

InternationalFoundation

DAMA-DMBOK GuideTM

(Data Management Body of Knowledge)

An Introduction

Presented by Patricia Cupoli, CCP, CDMP, CBIPDAMA Philadelphia/Delaware Valley, March 12, 2008

Adapted from Mark Mosley’s Presentation (DMBOK Editor)



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?



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!



Hallmarks of a Maturing Profession

A professional community

Continuing professional education

Professional certification

Higher education curriculum

A recognized Body of KnowledgeStandard terms and definitionsStandard processes, roles and deliverables Guiding principles Best practices



What Is a Body of Knowledge?

The collective experience of the profession

What is generally recognized as “true”

Large and constantly growing

Evolving

Acceptance, Improvement, Innovation

Summarized by a “Guide to the BOK”

Primer and Starting Point



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 InternationalA project sponsored by The DAMA FoundationWritten and edited by DAMA membersAn integrated viewA “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-DMBOK Guide Goals

To develop, build consensus and foster adoption for a generally accepted view of data management.

To provide standard definitions for data management functions, roles, deliverables and other common terminology.

To identify “guiding principles”.

To introduce widely adopted practices, methods and techniques, without references to products and vendors.

To identify common organizational and cultural issues.

To guide readers to additional resources.



DAMA-DMBOK Guide Audiences

Data management professionalsIT professional colleaguesData stewards Managers and executivesKnowledge workersConsultantsEducatorsResearchers



DAMA-DMBOK Guide Uses

Inform a diverse audience about data managementBuild consensus across the data management communityHelp all participants understand their responsibilitiesPoint readers to additional sources of knowledge Help data management professionals prepare for Certified Data Management Professional (CDMP) examsAssist organizations in their enterprise data strategyBasis for effectiveness & maturity assessments Guide implementation & process improvement efforts Guide development of higher education curriculum Suggest academic research topics



Data Management Functions

Data Architecture, Analysis &

Design

Data Governance

Database Management

Data Security Management

Meta Data Management

Data Warehousing & Business Intelligence

Management

Reference & Master Data Management

Data Quality Management

Document, Record & Content

Management



Function Scope Summary



The DAMA-DMBOK Functional Framework

Data Management Functions

Environmental Elements

Goals & Principles

Activities

Deliverables

Roles & Responsibilities

Technology

Practices & Techniques

Organization & Culture

Data Architecture, Analysis &

Design

Data Governance

Database Management

Data Security Management

Meta Data Management

Data Warehousing & Business Intelligence

Management

Reference & Master Data Management

Data Quality Management

Document, Record & Content

Management



Environment Scope Summary







Framework Paper Written as Proposal to DAMA Available on DAMA Website Since July 2006Over 2000 Downloads Worldwide To DateTo 58 Countries!

USA 48%Unknown 18%Canada 7%Australia 6%UK 3%India 3%South Africa 3%Brazil 1%

Averaging 30 Downloads per WeekVersion 2.1 Now Posted



…DAMA-DMBOK Guide Chapters

Chapter 1: IntroductionChapter 2: Data Management Overview

Activities, Deliverables, Roles, Technology

Chapters 3 – 11: DM FunctionsChapter 12: Professional DevelopmentConsolidated BibliographyRecurring Themes

StewardshipLeadershipQualityIntegrationEnterprise Perspective



…Standard Chapter Format (3-11)

IntroductionDefining Key TermsGoalsContext Diagram

Concepts & ActivitiesKey Concepts and Guiding PrinciplesRoles Performing Activities to Create DeliverablesUsing Best Practices & Common TechniquesUsing Technology

SummaryGuiding Principles RecapProcess Summary – Activities, Deliverables, RolesOrg & Cultural Issues

Recommended Reading



Sample Context Diagram



Dictionary of Data Management

Vital Need for a DMBOK GlossaryThe Semantics of our own Profession

Large Enough to Publish Separately…900 Terms100 Pages

As DAMA Dictionary of Data ManagementVersion 1.0




9 Data Management FunctionsDecomposed into many Activities

Planning Activities (P)Control Activities (C)Development Activities (D)Operational Activities (O)

Activities result in DeliverablesActivities performed by Roles



DAMA-DMBOK Activity Outline…

1. Data Governance 1. Data Management Planning

1. Identify Strategic Enterprise Data Needs (P)2. Develop and Maintain the Data Strategy (P)3. Establish the Data Management Professional Organizations (P)4. Identify and Appoint Data Stewards (P)5. Establish Data Governance & Stewardship Organizations (P)6. Develop, Review and Approve Data Policies, Standards and Procedures (P)7. Review and Approve Data Architecture (P)8. Plan and Sponsor Data Management Projects and Services (P)9. Estimate Data Asset Value and Associated Costs (P)

2. Data Management Supervision and Control1. Supervise the Data Management Professional Staff and Organizations (C) 2. Coordinate Data Governance Activities (C) 3. Manage and Resolve Data Related Issues (C)4. Monitor and Ensure Regulatory Compliance (C)5. Communicate, Monitor and Enforce Conformance with Data Policies, Standards,

Procedures and Architecture (C)6. Oversee Data Management Projects and Services (C)7. Communicate and Promote the Value of Data Assets (C)




2. Data Architecture, Analysis and Design 1. Enterprise Data Architecture

1. Develop the Enterprise Data Model (P)2. Align with Other Business Models (P) 3. Define the Database Architecture (P) (same as 3.3.2)4. Define the Data Integration / MDM Architecture (P) (same as 6.2)5. Define the Data Warehouse / BI Architecture (P) (same as 7.2)6. Define the Metadata Architecture (P) (same as 9.2)7. Define Enterprise Taxonomies and Namespaces (P)

2. Data Modeling and Specification1. Define Information Needs (D) 2. Develop and Maintain Logical Data Models (D)3. Develop and Maintain Physical Data Models (D)

3. Data Model Quality Management1. Develop Data Modeling Standards (P)2. Review Data Model Quality (C) 3. Manage Data Model Versioning and Integration (C)




3. Database Management 1. Database Development

1. Define Database Design Standards (P)2. Design Physical Databases (D)3. Review Database Design Quality (C)4. Develop Data Access Services (D)5. Develop Information Products ((D)6. Implement Development / Test Database Changes (C)7. Create and Maintain Test Data (D)8. Migrate and Convert Data (D)9. Test and Validate Data Requirements (D)

2 . Database Production Support1. Implement Production Database Changes (C)2. Obtain Externally Sourced Data (O)3. Plan for Data Recovery (P)4. Backup and Recover Data (O)5. Set Database Performance Service Levels (P)6. Monitor & Tune Database Performance (O)7. Plan for Data Retention (P)8. Archive, Retrieve and Purge Data (O)9. Manage Specialized Databases (O)

3. Data Technology Management1. Understand Data Technology Requirements (P)2. Define the Database Architecture (P) (same as 2.1.3)3. Implement and Maintain Database Environments (C)4. Evaluate Data Technology (P)5. Install and Administer Data Technology (O) 6. Inventory & Track Data Technology Licenses (C)7. Support Data Technology Usage & Issues (O)




4. Data Security Management 1. Understand Data Privacy, Confidentiality and Security Needs (P)2. Define Data Privacy and Confidentiality Standards (P) 3. Define Password Standards and Procedures (P)4. Implement Data Security Controls (D)5. Manage Users, Passwords and Group Membership (C)6. Manage Data Access Views (C)7. Manage Data Access Permissions (C)8. Monitor User Authentication and Access Behavior (C)9. Classify Information Confidentiality (C) 10. Audit Data Security (C)

5. Data Quality Management1. Develop and Promote Data Quality Awareness (O) 2. Define Data Quality Metrics (P)3. Define Data Quality Requirements and Business Rules (D)4. Analyze / Profile / Measure / Monitor Data Quality (C)5. Set Data Quality Service Levels (P)6. Certify Data Quality (C)7. Identify, Escalate and Resolve Data Quality Issues (C) 8. Conduct Clean-up Campaigns (O)9. Design and Implement Operational DQM Procedures (D)10. Monitor Operational DQM Procedures (C)11. Test and Validate Data Quality Requirements (D)12. Audit Data Quality (C)




6. Reference and Master Data Management 1. Understand Reference & Master Data Integration Needs (P) 2. Define the Data Integration / MDM Architecture (P) (same as 2.1.4)3. Implement Reference and Master Data Management Solutions (D)4. Control Code Values and Other Reference Data (C)5. Integrate Master Data (O)6. Replicate Reference and Master Data (O)7. Maintain Dimensional Hierarchies (O)

7. Data Warehousing and Business Intelligence Management 1. Understand Business Intelligence Data Needs (P)2. Define the Data Warehouse / BI Architecture (P) (same as 2.1.5)3. Implement Data Warehouses and Data Marts (D)4. Implement Business Intelligence Tools and User Interfaces (D)5. Implement Enterprise Reporting (D) 6. Implement Management Dashboards and Scorecards (D)7. Implement Analytic Applications (D)8. Train Business Professionals (O)9. Replicate and Transform Data for Business Intelligence (O)10. Monitor and Tune Data Warehousing Processes (C)11. Support Business Intelligence Activity (O)12. Monitor and Tune BI Activity and Performance (C)



… DAMA-DMBOK Activity Outline

8. Document, Record and Content Management 1. Manage Electronic Documents (text, graphics, image, audio, video)2. Manage Physical Records (paper, fiche)3. Manage Information Content (search engine indexes, taxonomies,

XML namespaces, report and document format standards)9. Meta Data Management

1. Understand Meta Data Requirements (P)2. Define the Meta Data Architecture (P) (same as 2.1.6)3. Develop and Maintain Meta Data Standards (P)4. Implement a Managed Meta Data Environment (D)5. Create, Capture, Store and Maintain Meta Data (O)6. Maintain Meta Data Source Data Stores7. Extract, Reconcile, Integrate and Share Meta Data (C)8. Manage the Meta Data Repository (C)9. Query, Report and Analyze Metadata (O)10. Manage Meta Data Distribution and Delivery to

Glossaries, Directories and Other Meta Data Marts (C)



DAMA-DMBOK Guide Editorial Board

Mark Mosley, DMBOK editor (Chicago), [email protected] Henderson, 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)

mailto:[email protected]



Chapter Development Team Leaders

3 -- Data Governance Mark Mosley

4 -- Data Architecture, Analysis & Design Steve Hoberman

5 -- Database Management Larry Burns

6 -- Data Security Mgmt: Open

7 -- Data Quality Management: David Loshin

8 -- Reference & Master Data Management: Mike Miller

9 -- DW / Business Intelligence Mgmt: Mike Connor

10 – Records & Content Management: Pat Cupoli

11 – Meta Data Management: Mike Jennings

12 – Professional Development: Pat Cupoli



Collaboration Strategy

Chapter Team Shared Documents

(wiki)

Project Discussion Chat Room

DAMA-DMBOK Development Diary News & Public Comments

DMBOK.BLOGSPOT.COM



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, 4, 5 and 12

April 2007: DAMA-DMBOK Blog: http://dmbok.blogspot.com

March 2008: DAMA Dictionary of Data Management, V.1

http://dmbok.blogspot.com/



DAMA-DMBOK Summary

The DAMA Guide to the Data Management Body of Knowledge (DAMA-DMBOK GuideTM) is a book under development by DAMA International, to be published in mid 2009.

The DAMA Dictionary of Data Management is a companion glossary published separately in March 2008. Available on Amazon as a CD for $44.95. 148 pages.

The DAMA-DMBOK Framework paper (Version 2.1) is available today on the www.dama.org website.

http://www.dama.org/



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

DMBOK

Documents

dmbok functional framework

dmbok activity outline

data management functions

data management professionals

data quality management

master data management

data management body

data management