1. SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of a system for accessing information is a direct function of the Intelligence put into organising it." Elaine Svenious, The Intellectual Foundation of Information Organisations (MIT Press, 2001.) Peter Hallett peterh@schemalogic.com 206-280-7475 The American Society for Information Science and Technology, NW Chapter "The Impact of Ubiquitous Information" May 15, 2004 University of Washington

2. Copyright ©2004 SchemaLogic Collective Vision: Enterprise Metadata Management TYPICAL SITUATION Heterogeneous systems; accidental architectures Interoperability/integration projects are costly & slow Federated Search complicated by different terms & taxonomies (semantics and structures) No governance or re-use process over metadata PAIN (BUSINESS IMPACT) Finding distributed info is hard (unsatisfactory Search or Navigation) Combining data is hard; diff versions of truth (bad reporting/BI) IT is slow to respond (delays innovation & time-to-market) Data quality/risk exposure (errors, failed audit)

3. Copyright ©2004 SchemaLogic The META Group contributes to the Manifesto "Firms should seek one version of the truth by ensuring that common data and metadata are shared across applications to guarantee consistency." John Van Decker, META Group "Development of a consistent set of metadata schema and quality control of the same remain the most critical elements associated with content creation and capture." Andrew Warzecka, META Group "Companies are beginning to experience taxonomy creep, as they deploy multiple content management systems across the enterprise and the frequency of taxonomy updates required by these distributed systems accelerates." Tim Hickernell, META Group

4. Copyright ©2004 SchemaLogic Integration is expensive and slow People can't find their stuff Colloquialisms impede exchange Duplic. & variance hurt data quality Change is slow and costly Poor coordination, process control & governance Metadata Pain Caused by "Accidental Architecture"

5. Copyright ©2004 SchemaLogic Vision: Coordination, Visibility, Re-use and Evolution via Active Repository & Meta-Model Technical Outcome Catalog of syntax & semantics across IT A visible, rationalized and unified meta-model Enterprise-standard Taxonomy; re-use across apps Vocabularies/Thesauri available to Search systems Collaboration & dependency analysis Rules-driven change mgt and auto-synchronization Business Outcome Easier to find information (findability) Faster, more accurate reporting (intelligence) Greater responsiveness (business agility) Control & transparency (governance) Metadata

6. Copyright ©2004 SchemaLogic Babe Root Problem: Metadata "families"- Reconcilable Differences in Semantics & Structures Cust_ID Customer# Client_no CUST1 Severity = 1 Sev_Code = A PRICE: COST: Contributor Author One Concept: different expressions One Expression: different concepts Duration = 1 Ambiguity

7. Copyright ©2004 SchemaLogic Unified Information Model Unified, Coordinated, Cross-system approach is Necessary (spans data, content & XML systems) Metadata Content Management Systems Database Systems Portals Enterprise Search Technical Requirements: Cross-system Repository Reconciliation of views Re-use of standards Dependencies visible Stewardship/Governance Change management Synchronization Applications

8. Copyright ©2004 SchemaLogic Establish a Shared Source of Metadata, Schema, Taxonomies, Vocabs (high value 1st) Shared Source of METADATA, SCHEMA & TAXONOMIES Functionality: Pockets of disparate metadata are managed as one: consistency, re- use, variation is coordinated Benefits: Change easier, faster & cheaper Less variance boosts data quality Transparency and governance Improved cross-system retrieval Cost-reduction Agility; IT responsiveness

9. Copyright ©2004 SchemaLogic Collaboration, Reconciliation and Change Mgt are key in a Managed Metadata Environment SchemaServer Database Web Service Modeling Tools Spreadsheets, doc's and Enterprise Content Management EAI, Web Services, XML Applications, CRM, ERP, data warehouse, BI & Analytics E-Commerce, Web Sites, Portals Third Parties – customer, vendor, government agencies Metadata Sourcing Metadata Integration Metadata ManagementMetadata Delivery Admin Web Client Business User Other Clients Modeling Tools Spreadsheets, doc's and Enterprise Content Management EAI, Web Services, XML Applications, CRM, ERP, data warehouses, BI & Analytics E-Commerce, Web Sites, Portals Third Parties – customer, vendor, government agencies Metadata Marts Catalog Reuse Reconcile Change Synchronize Active Metadata Repository with concepts here from David Marco

10. Copyright ©2004 SchemaLogic Tools help reveal Dependencies and Impacts, with Stakeholders the loop; auto Synchronize Workflow-Driven Change Mgt; rules-driven, e.g. "consent" Email Notification and Web form for approval; audit trail Impact Analysis shows dependency, who/what is affected and approves potential change before a change is made Role-based permission management provides data stewardship process with ownership and accountability: Owner Stakeholder Subscriber

11. Copyright ©2004 SchemaLogic Reference Story $31B Consumer Products Manufacturer SchemaLogic Results… Managing and synchronizing metadata provides up to 80%-90% cost reduction for updates Fewer defects and less variation drives higher quality of information across the Enterprise Better metadata and taxonomies improves information access; "findability" and navigation Governance and control, with chosen amount of departmental/local autonomy Bottom Line: Greater ROI on Divisional Content Management System, Dramatic Cost Reduction SchemaLogic Solution… Enterprise-wide solution to coordinate, reconcile and synchronize metadata (taxonomy) standards. Shared, actively managed metadata repository, with defined and visible workflow for metadata sourcing, management and delivery Situation Stellent implementation – currently at 40 instances and scaling to 100 Mandate for standard corporate taxonomy Organizational Pain Cannot manage metadata across multiple lines of business/instances No change control process or governance to manage and deliver metadata changes Cumbersome process to re-tag content to reflect business changes in metadata Pain Drivers 300 brands sold in 140 countries – multiple names, vocabs & languages Growing sites without no added staff Ability to launch products constrained by IT Hard for end-users to "find their stuff" Example: Shared Taxonomy/Vocabularies Product List and Geographies for a Fortune-50 Manufacturer

12. Copyright ©2004 SchemaLogic Metadata Manifesto: Activism & Technology for information architecture and superior ROI Goal: manage, coordinate, maintain shared metadata & taxonomy Workflow: Import>Integrate>Manage>Synchronize Benefits: findability, interoperability, agility, cost reduction… Challenge: How to drive the metadata manifesto internally? "Enterprise Information Architecture" project Managed Metadata Environment Shared Metadata Services Enterprise Taxonomy Initiative Ride the coattails of a funded project Portal Project Content Management System roll-out Business Intelligence initiative, ala "360 O View of Customer" Federated Search project Utopian ideal? No, the CFO needs metrics (how make money, save money?)