EWSolutions © 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 1 Strategic Partner & Systems Integrator Intelligent Business Intelligence sm How to Develop the Data Role in Government: Creating the Individual Development Plan (IDP) for Data Management Anne Marie Smith, PhD. Director of Education Principal Consultant EWSolutions, Inc.

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 2 Anne Marie Smith Background Anne Marie Smith – Internationally recognized expert and speaker in the fields of enterprise information management, data modeling, meta data management and data warehousing, one of the top industry experts in data governance and information management strategy and planning Over 20 years experience in delivering solutions in enterprise information management for numerous companies / clients across varied industries Published over 50 articles that have been featured in some of the industry’s most prestigious magazines and newsletters Contributing author to the DAMA Data Management Body of Knowledge (DMBOK) Has taught at several institutions of higher learning including LaSalle University Holds certifications in PMP, CDPM and has earned a PhD in Management Information Systems Editor-in-Chief, Real World Decision Support journal:

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 3 Not an Entry Level Profession  The Data Management profession has members who are entrusted with the information of major organizations.  Many, if not most, of these professionals work for large organizations and are charged with definition, development, and management of the mission-critical information stores of significant organizations of the world.  Most of these professionals have been out of college for 15 to 20 years – this is not an entry-level profession

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 4 A Plethora of Job Titles  Data Analyst  Database Analyst  Data Modeler  Data Management Specialist  Information Analyst  Data Architect  Meta Data Specialist  Business Analyst  Enterprise Data Manager  Etc……………. Data Management suffers from a lack of standard job titles:

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 5 What’s my Career?  Career goals change over course of professional life  Develop a career path with flexibility  Decide on your specialities  Identify the skills you need to acquire mastery of your chosen data management specialities  The DAMA Curriculum Framework can help

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 6 OPM Job Classification  IT Classification: 2200 – Data Management is part of this general classification  Skills listed in 2210 are mostly physical database administration, little acknowledgement of conceptual or logical data management skills  Development of all data management skills is essential for all data management professionals in government – conceptual and logical as well as physical

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 7 Curriculum Approach  The approach taken by DAMAI Data Management curriculum includes all aspects (conceptual, logical and physical perspectives:  Model for data management in the real world  List of concepts in Data Management  List of topics from the ICCP CDMP exams as input  Body of Knowledge (BOK) for Data Management as input  List of careers and job clusters from the NWET (National Workforce Center for Emerging Technologies) 1  List of education delivery channels based on the North American model  Clustering of topics for courses  Cross reference matrices for the reader to study in the development of a curriculum 1 Building a Foundation for Tomorrow – Skill Standards for Information Technology, National Workforce Center for Emerging Technologies, 1999.

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 8 ICCP and DAMAI  ICCP – highest level certification for computing professionals  ICCP Data Management certification (CDMP) designed to test knowledge of IRM/DRM functions – all stages (conceptual, logical, physical)  Serves as validation for the DAMA IRM/DRM curriculum – courses and exams based on DAMA curriculum framework

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 9 ICCP and DM Certification  CDMP Certified Data Management  Professional Practitioner (pass tests at 50% or higher)  Master Professional (pass tests at 70% or higher)  Required:  Pass three ICCP exams in data management and related fields  Work experience in data field  Recertification – 3 year cycles  Continuing Professional Education  Adopt ICCP Code of Ethics

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 10 ICCP and DM Certification  CDMP-eligible Exams include:  IT Core  Data Management  Data Warehousing  Database Administration  Integrated Project Management  IT Management  Systems Development  Business Intelligence  Data and Information Quality  ……………

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 11 Career Ladders in DM  Career Ladders for Data Management use skill standards published by the National Workforce Center for Emerging Technologies  Career Ladders describe a progression of job titles and skill requirements for a job cluster  Career Ladders have three levels  Entry (Novice)  Proficient (Practitioner)  Expert (Master)  Curriculum designed to provide foundation knowledge and facility for the chosen track

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 12 Career Ladders in DM  IRM/DRM Career Ladders include:  Business or Systems Analysis  Data Warehousing  Data Analyst / Data Modeling / Architect  Data Administration / Management  Database Administration  Project Management  Data Quality  Information Security  Technical Trainer / Technical Writer  Data or Information Architect  Data Governance Co-ordinator

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 13 Career Paths & Roles  Career Ladders include paths and roles appropriate to the ladder Example for Database Administrator: FoundationsAssociate DBA Database Analyst Database Administrator Senior Database Administrator NovicePractitionerMaster Required Skills and Knowledge

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 14 Career Paths & Roles Example for Data Modeler/Architect: Foundations Modeler Intermediate Data Architect Enterprise Data Modeler NovicePractitionerMaster Required Skills and Knowledge Senior Data Architect

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 15 Career Paths & Roles Example for Data Quality Analyst: Foundations Data/ Database Analyst Intermediate Data Analyst Data Quality Analyst Senior Data Quality Administrator NovicePractitionerMaster Required Skills and Knowledge

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 16 Career Paths & Roles Example for Data Governance Coordinator: Foundations Data Governance Coordinator NovicePractitionerMaster Required Skills and Knowledge Many routes !

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 17 Career Choices: Foundations+ Modeling, Database, Ethics, Data processes (CRUD), Interaction of data and business logic Novice Practitioner Master database programmer data governance co-ordinator enterprise data modeller

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 18 Ladders or Tree?  Both !  It is important for the data management professional to have some exposure to most areas of data management – tree  It is important for the data management professional to choose one or a few areas for progression to mastery - ladder  Choosing leaves on the data management tree for exposure and choosing one or a few areas for mastery will create the well-rounded data management professional

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 19 Topics and Topic Clusters  Topics an area that are explored to some degree within the DAMAI Curriculum; a curriculum and /or course learning unit  Topics may relate to one or more courses, and may be combined as appropriate with other topics  Topic Cluster: is a highly related set of topics which are typically taught together – courses are developed by assembling a series of topics within a cluster and adding additional materials/topics as necessary

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 20 Two Topic Clusters with Topics  The Environment for Managing Data as a Resource  Types of data and information  General file and database processing principles  Uses of Data, information, knowledge, wisdom; metadata  data and information (by discipline and within DRM)  Evolution of database technologies  Risks and rewards of data resource management  Data Resource Management Overview  Information Systems Planning (ISP) concepts  Data / Metadata Management Plans  Strategic data plan (linked to business plan) Enterprise data / information framework Data portfolio management Relationship management (vendor, customer, employee) Data quality management Metadata management plan  Policies / Standards / Legal requirements/ Processes / Procedures Internal to DRM External to DRM External to organization There are 14 topic clusters in the DAMA Curriculum Framework

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 21 Topic Clusters List  Planning for Data and Metadata  Data Requirements Analysis and Documentation  Data Models and Modeling  Relational Data Model  Data Storage Management  Data Access and Database Programming  Data Warehousing  Data / Metadata Infrastructure Management  Information and Data Security  Data Quality Management  Data Reliability  Information Systems Project Management

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 22 Continuing Education  Map your continuing education goals to curriculum  Become certified as a Data Management Professional, Business Intelligence Professional or other ICCP certification (CDMP, CBIP)  Discover courses and seminars to provide Professional Development Units (PDU) and contact hours for re-certification  Raise awareness of certification and continuing education to advance the data management profession throughout the US government

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 23 Generic Roles Functional Area Function Data Resource Management Database Administration Data Warehousing/ Business Intelligence Meta Data / Repository Management Management Architecture Analysis & Design Engineering Operations VP/Director Enterprise Architect Manager Portfolio Manager Database ArchitectDW Architect Metadata Architect Enterprise Data Administrator Data Resource Analyst Enterprise Database Administrator Performance Analyst Database Administrator DW Developer Data Administrator Performance Management Analyst Storage Analyst Operator Database Administrator Data Warehousing Analyst Data Administrator

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 24 Recommended Qualifications Role EducationCertificationExperience Manager Min: UG – CS/Business Recommended: MBA/MSIS Min: IT Mgt training program Recommended: ICCP-CCP/DMP Min: 3 years in two or more related roles Recommended: 5 years in more than two related roles Architect Min: UG – CS/MIS Recommended: MS-CS/MSIS Min: Vendor Certification Program Recommended: ICCP-CCP/DMP Min: 3 years in one or more related roles Recommended: 5 years in two or more related roles Analyst/ Designer Min: UG – CS/Business Recommended: UG – CS Min: Vendor Certification Program/ACP Recommended: ICCP-CCP/DMP Min: 2 years in one or more related roles Recommended: 4 years in one or more related roles Engineer Min: UG – CS, Math, Engineering Recommended: Post Graduate studies Min: Vendor Certification Program/ACP Recommended: ICCP-CCP/DMP Min: 1 years in one or more related roles Recommended: 3 years in one or more related roles Operator Min: AAS Recommended: UG-CS Min: ACP Recommended: Vendor Certification Program Min: - Recommended: 1 year + in business role UG = Undergraduate CS = Computer Science CCP = Certified Computing Professional DMP = Data Management Professional ACP = Associate Computing Professional

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 25 Recommended Competencies Role CompetentAdvancedDistinguished Manager  Minimum education and experience levels  One or more Specialty/Vendor training programs  One or more Specialty/Vendor exams  ICCP Proficiency Exam(s)  Active membership in domain related professional association or user group Competent plus:  Recommended education and experience levels  A professional certification, CCP or DMP  Regular continuing professional education program/ recertification  Active professional network of peers  Presentations at local professional association/user group  Leadership role in local professional association/user group Advanced plus at least 3 of the following:  Advanced experience in at least one other professional role  Additional ICCP/other proficiency exams  Presentations at national or international conferences  Leadership role at the national or international level in professional organization/user group  Teaching at institution of higher education  Publication of articles in trade magazines, academic journals  Published author of professional text Architect Analyst/ Designer Engineer Operator

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 26 Recommended ICCP Exams Role ICCP Exams ManagerCCP Core + Data Management + IS Management/Systems Development/Business Information Systems ArchitectCCP/DMP Core + Data Management + Data Warehousing/Database Administration/Systems Development Analyst/ DesignerCCP/DMP Core + Data Management + Data Warehousing/Database Administration/Systems Development EngineerCCP/DMP/ACP Core + Database Administration + Data Management/Data Warehousing/Systems Development Or, ACP/proficiency exam in Database Administration OperatorACP Any data proficiency exams, ACP

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 27 Courses for ICCP Exam Prep  Some organizations offer courses that are based on ICCP / DAMA curriculum framework  Some colleges offer data management education, visit / education for list of schools and programs  EWSolutions’ courses are certified by ICCP and State of Illinois for professional development and continuing education credits and can serve as foundation for exam preparation  for complete course list

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 28 Conclusion  Developing and refining your approach to continuing education in enterprise data management is essential for professional and personal growth  DAMA Curriculum Framework can serve as a proper foundation for developing your personal education path  Continue to learn about data management and its related fields  Become / remain active in DAMA for educational and professional development opportunities

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 29 Questions

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 30 References  Building a Foundation for Tomorrow – Skill Standards for Information Technology, National Workforce Center for Emerging Technologies,  DAMA International Curriculum for Post- Secondary Education  Institute for Certifying Computing Professionals (ICCP)

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 31 Additional References  EIM Institute:  Real World Decision Support Journal:  The Data Administration Newsletter:  DAMA-Data Management Body of Knowledge (DAMA-DMBOK):

© 2008 Enterprise Warehousing Solutions, Inc. (EWSolutions) – 32 Dr. Anne Marie Smith Principal Consultant, Director of Education Office EWSolutions, Inc. 15 Spinning Wheel Road, Suite 330 Hinsdale, IL Office Fax Contact