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Washington DC. August 2011 Satory Global Results: the foundation for your investment… Information Management: Ontology and Taxonomy Creation Brian K Seitz
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Ontology and taxonomy creation presented dc 3day

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Brian Seitz

Overview of Ontology and Taxonomy creation for business
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Page 1: Ontology and taxonomy creation presented dc 3day

Washington DC.

August 2011

Satory GlobalResults: the foundation for your investment…

Information Management:Ontology and Taxonomy Creation

Brian K Seitz

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Satory Global, LLC

Agenda

Why is Ontology and Taxonomy Important– Problems and Benefits– Definitions

O&T Lifecycle– Creation– Adoption– Evolution

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April 10, 2023

Ontology / Taxonomy Problem and Benefits

What is it that the enterprise is manipulating?

Where do I find it?

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Agenda

Why is Ontology and Taxonomy Important– Problems and Benefits– Definitions

O&T Lifecycle– Creation– Adoption– Evolution

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Ontology and Taxonomy are the key ingredients to Information architecture

Ontology requires a joint effort between business and IT

Multiple taxonomies are common, even within an organization– Organizational– Functional

February 28, 2011

Information architecture is more than just an IT concern

• “How information is stored is almost never how it is searched for or retrieved”

• Enterprise Architect's Notebook , Brian K Seitz, 1986

Seitz’s Law of Knowledge Management

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April 10, 2023

Ontology / Taxonomy definition

Every Taxonomy has an inferred Ontology

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April 10, 2023

Taxonomy characteristics

The name and organization of things– Hierarchy – Network– List

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April 10, 2023

Ontology characteristics

Things and Meaning

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Ontology ……

Ontologies are definitions of objects

Meta Data (tags) are one of may ways to enable ontologies

February 28, 2011 9

Ontology Management

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Different ontologies/taxonomies for different needs Vendor Application:

– EXCEL, WORD, POWERPOINT, ACCESS– Indicates the software used to manipulate but gives not indication of usage

or content

Technology Category– Spreadsheet, Text Document, Slide Presentation, Database, Form, Flowchart– Indicates usage but not software to manipulate or content

Organizational Structure– Groups, Departments, Individual Shares– Ownership but not sharing

Business Defined:– Business Forecast, Annual Report, Sales Presentation, Inventory, Requisition form,

Procurement Process– Indicates contents that End Users are concern with but does not indicate

usage or software needed to use.

February 28, 2011

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April 10, 2023

Is Structure Meaning?

Social Networks

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February, 2011

Taxonomy?

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February, 2011

Social GroupsAerospace Community

Stan Seitz

Larry Kitchen Dave Nelson

CAD Community

Brad Holtz

Cyon Research

Joel Orr

Lockheed

Microsoft Community

Chris Gibbons

Brooke Banbury

Alison Watson

Bill Gates

IBM Corporate

Stas T.

Garrett LongDon Brown

Mike Sventi

SMB Community

Pat SingletonBo Burlingham

Norm Judah

Tom Rizzo

Gen. AbnerMartin

DeniseWisnowski

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February, 2011

Roles in Ontology / Taxonomy creation

The Body Enterprise‘87

ISO Product Data Definition‘93

CIO WorkbenchActive Directory

‘95

Digital Nervous System‘99

SharePoint / ITIL‘09

IBM Marketing CMMI‘00

Business Architecture‘10

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April 10, 2023

Is SharePoint a Enterprise virus?

End-users in Enterprise create multiple sites using self service, spreading SharePoint across enterprise

Content of sites are typically ad hoc, do not follow corporate standards for data quality or security

Applications are developed that do not follow I.T. best practices

Hundreds of sites that are poorly labeled and have content that does not have a consistent taxonomy (files, departments vs. business objects)

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April 10, 2023

Will SharePoint kill I.T. organizations ?

SharePoint is to Web as MS Access is to Relational Databases

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April 10, 2023

Ontology/Taxonomy Example

White Pages Vs. Yellow Pages

Phone Book > Contact List > CRM

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Agenda

Why is Ontology and Taxonomy Important– Problems and Benefits– Definitions

O&T Lifecycles– Creation– Adoption

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April 10, 2023

Ontology / Taxonomy Creation: Four Approaches

Start for scratch

Folksonomy capture

Application/Tool encoding

Formalism

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April 10, 2023

Start for scratch

Throw out the forms and rebuild from lessons of the past – Create only the forms that are operationally needed– Only add information that is needed to the form

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April 10, 2023

Folksonomy capture

Social Tagging

Statistical Analysis

Taxonomy translation

Performance Monitoring

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April 10, 2023

Application/Tool encoding

Migrates and Coops terms into a structure

Why use?

Concreteness makes adoption easier – “Reification”

Semantics are fixed within the application context

Easier to translate accepted meanings (folksonomy) into a visible structure

Training and knowledge transfer easier due to its less abstract nature

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April 10, 2023

Formalism

Requirements elicitation

Data capture

Analysis

Design

Deployment

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Agenda

Why is Ontology and Taxonomy Important– Problems and Benefits– Definitions

O&T Lifecycle– Creation– Adoption

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Microsoft Solutions Framework

Deployment is NOT adoption

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February, 2011

Adoption is more than deployment training

“Design and deployment are easy, Adoption is hard” –Brian Seitz 1999

Diffusion of Innovation/Technology Adoption models

Maturity Models

Hoshin Planning

Local deployment leads

Adoption Best Practices

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February, 2011

Maturity Models provide indication of adoption

Adoption Best Practices

Maturity Level Total Open Issues AchievementLevel 5 FALSELevel 4 FALSELevel 3 FALSELevel 2 FALSELevel 1 FALSELevel 0 TRUE

Level 1 Level 1 Level 2 Level 2 Level 3 Level 3 Level 4 Level 4 Level 5 Level 5

Total Percent Total Percent Total Percent Total Percent Total Percent Process Management 9 100.00% 9 66.67% 9 43.75% 9 43.75% 9 43.75%

Process Definition 3 100.00% 3 100.00% 3 100.00% 3 100.00% 3 100.00%Process Focus 6 100.00% 6 100.00% 6 75.00% 6 75.00% 6 75.00%Training N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Process Performance N/A N/A N/A N/A 0 0.00% 0 0.00% 0 0.00%

Support 9 90.00% 9 16.67% 9 8.65% 9 5.77% 9 5.77%Configuration and Knowledge Management 9 90.00% 9 50.00% 9 34.62% 9 34.62% 9 34.62%Decision Analysis and Resolution N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Process and Deliverable Quality Management N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Measurement and Analysis N/A N/A N/A N/A 0 0.00% 0 0.00% 0 0.00%Change Management N/A N/A N/A N/A N/A N/A 0 0.00% 0 0.00%Causal Analysis and Resolution N/A N/A N/A N/A N/A N/A 0 0.00% 0 0.00%

Project Management N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Project Planning N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Project Monitoring and Control N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Integrated Teaming N/A N/A N/A N/A N/A N/A N/A N/A 0 0.00%Integrated Project Management N/A N/A N/A N/A N/A N/A N/A N/A 0 0.00%Risk Management N/A N/A N/A N/A N/A N/A N/A N/A 0 0.00%Quantitative Project Management N/A N/A N/A N/A 0 0.00% 0 0.00% 0 0.00%

Marketing N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Market Research N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Segmentation N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Portfolio Management N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Business Design N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Value Proposition N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Marketing Mix Design N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%Resource Allocation & Alignment N/A N/A 0 0.00% 0 0.00% 0 0.00% 0 0.00%

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February, 2011

Hoshin Planning + Local Deployment Leads

Adoption Best Practices

Impact (1, 2, 3) Low - High

Objectives Leading Target Responsibility Needed

Resources

Responsibility Role (L,

S) Lead, Support Objective # 1

Become WW market share leader in middleware

Objective # 2 Objective #N Measurements

Goals Measurements

Goals Mgr #1 Mgr # 2 Mgr #N

Strategies / Tactics

Prioritize EMEA, the fastest growing middleware market; develop middleware upgrade program for existing IBM accounts to protect incumbency; & identify competitive winbacks

3 1) Mo. sales 2) Qty of protect incumbency sales 3) Qty of Winbacks sales

1) $20 million 2) 50 3) 20

Revenue market share in EMEA middleware market

25% Mgr. Websphere New T&Cs

Leading Indicator

Target Leading Indicator

Target Leading Indicator

Target

Measures WW mo Sales

WW Revenue Market Share

Goals $50 million

Impact (1, 2, 3) Low - High

Objectives Leading Target Responsibility Needed

Resources

Responsibility Role (L,

S) Lead, Support Objective # 1

Become WW market share leader in middleware

Objective # 2 Objective #N Measurements

Goals Measurements

Goals Mgr #1 Mgr # 2 Mgr #N

Strategies / Tactics

Prioritize EMEA, the fastest growing middleware market; develop middleware upgrade program for existing IBM accounts to protect incumbency; & identify competitive winbacks

3 1) Mo. sales 2) Qty of protect incumbency sales 3) Qty of Winbacks sales

1) $20 million 2) 50 3) 20

Revenue market share in EMEA middleware market

25% Mgr. Websphere New T&Cs

Leading Indicator

Target Leading Indicator

Target Leading Indicator

Target

Measures WW mo Sales

WW Revenue Market Share

Goals $50 million

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Bibliography

Garrett, The Elements of User Experience, 978-0-7357-1202-7

Boag, Website Owner’s Manual, 13-978-1933988450

Buxton, Sketching User Experiences, 978-0-12-374037-3

Cooper, About Face 3, 978-0-470-08411-3

Weinberg, Exploring Requirements, 13-978-0932633132

Lambe, Organizing Knowledge: Taxonomies, Knowledge and Organizational Effectiveness, 978-1843342274

Everett Rogers (1995) , Diffusion of Innovations

Geoffrey Moore (1991) ,Crossing the Chasm

Cowley & Domb , Beyond Strategic Vision

Petrie, Enterprise Integration Modeling, 0-262-66080-6

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February 28, 2011

Company Info / Speaker Bio

Satory Global, LLC

Management and technology consulting company

Solving business issues through strategic application of technology

Growing SharePoint practice

www.Satory.com

Speaker: Brian K Seitz

Business Architect/Management Consultant, Satory Global LLC

Former Enterprise Architect, Microsoft I.T.

Former BPR Consultant, IBM

Senior CAD Industry Analyst, Cyon Research