1. www.actgov.org 1 How big is the organization Amount of data Complexity Number of users within Enterprise Cross Enterprise Sharing Governance Information Sharing and Exchange Structure Approach used Results and Outcomes What was big problem you faced? How was it overcome? What would you recommend? What should be avoided? What are the current results? What are the long term expected results? How did it effect the organizational performance? Describe the structure and data architecture solution Set of practices that have been used….. To address Structure issues Data Architecture elements and standards used Quote on Success………………………… and lessons learned.” - XXXXXX, CIO, YYYYYYY Logos Type of Practice Agency Summary

2. www.actgov.org 2 What are the organizations that must share information Amount of data by topic areas Complexity Number of users with Cross Enterprise Sharing Information Sharing/Exchange Summary Challenges Faced Information Sharing Techniques used Results What was big problem you faced? How was it overcome? What would you recommend? What should be avoided? What are the current results? What are the long term expected results? How did it effect the performance on given areas? Describe the solution Set of practices that have been used….. Quote on Success………………………… and lessons learned.” - XXXXXX, CIO, YYYYYYY Logos Type of Practice Information Exchange Summary

3. www.actgov.org 3 Actions: Communication- Work with Communication- Outreach Group 1.Organize into Practice Categories 2.Gather EA, COI, Individual Practices, Shared Points around one or more facets of the “journey” and link to maturity model 3.Publish and Disseminate: Core.gov and other means- work with Communication and Outreach Subgroup 4.. Create a Change Plan and Transformation Roadmap showing multiple Paths on a Journey to data management maturity that fits your situation. Summarize with series of One-Page Powerpoints. 5. Recognize those making Achievement: newsletters, awards, best-practice session at ArchitecturePlus, etc 6. Identify Gaps and areas where new guidance are needed- send to other subgroups-make recommendations especially around pain points 7.Business Results and Outcomes- Data Management Dashboard prototype: Goals-Questions-Indicators- Measures

4. www.actgov.org 4 DRM Deployment Strategy: Force Field Analysis for Getting Started- What are the enablers and inhibitors? Data Services Standards: examples person-centric Assessment and Generic Tasks: Tailorable New Concepts/Practices & Evolutionary Process Similar Successful Projects Each Model and Data System Developed Separately: Proprietary Trying to solve all design Issues without results Gap between “state of art” And “state of practice” “Show me” – many elements are new Standards Definitions Recommend Data and Business Standards Phased Approach Model Implementation Prove Concepts- Tactical Gain Early Business Value Migration and Interim Arch Reengineering Support Center Education and Support Training Active Support Demonstration Lab Enablers Perceived Inhibitors DRM Layered Models – SimilarExperiences Risks of New Technologies Strategic Enterprise Architecture Layered Governance Strategic Tech Vision Phase I: Getting Started

5. www.actgov.org 5 Overview Data Transformation Roadmap: Addressing Both Agency Approach and COI Approach 2. Readiness- Acceptance- Planning 4. Phased Data Improvements 5. Data Improvement Dashboard & Tracking 1. Assessment: Process and Solution Maturity 3. Best Practices & Next Practices Elements of Good Practices: for Tailoring Agency Approach COI Approach

6. www.actgov.org 6 Multi-Phase Data Management Strategy 1. Assessment: Process and Solution Maturity 2. Readiness-Acceptance- Planning 3. Best Practices & Next Practices Use the Data Management Maturity Model and understanding of Business-Data Strategic Goals to select Phased Data Improvements Is your enterprise or the related communities of interest ready for new practices, outreach and acceptance of new DRM elements and planning for their implementation Review the available best practices and determine which can fit your situation.

7. www.actgov.org 7 Multi-Phase Data Management Strategy 4. Phased Data Improvements 5. Data Improvement Dashboard & Tracking Create a master schedule and integrate with the EA Transition and Transformation plan on Data and Information Improvements Track the incremental results and outcomes from data improvements and link to the series of projects that have dependencies.

8. www.actgov.org 8 Data Transformation Roadmap DRM- Business Driven Strategic Goals Agency Strategic Goals Transformation Goal Alignment Readiness- Acceptance-Planning Learning: Concepts and New Practices COI Goal Alignment Phase I: Data Architecture and EA Alignment Development Approach Overview What are others Doing?

9. www.actgov.org 9 Generic Task for 6 month Start Up Project Phase I :Data Architecture and EA Alignment Development Approach Overview Strategic Business-Data Vision Collection Current Data Architecture: Opportunities For Improvements Target Conceptual Data Arch Governance & Project Alignment Special Analysis: Scenarios: Information Sharing, Information Product Maps DRM Practice tailoring Data Services Data Architecture- Data Meta Models/ Repository and Links to EA Logical-level Architecture Next Practices: Evolutionary Game Plan Next Practices: Evolutionary Game Plan EA Models & Projects Conceptual-level Develop Data Migration Strategy Transformation & Migration Strategy Project Alignment & Sequencing Plan Iterative Refinement in multiple Phases Business-Drivers For Data and Information Changes Date 1 Date 2 Date 3 P-Date 4 F- Date 5 Business Impacts & Cases Date 6 Date 7 Governance & Collaborative Change Process Open Issues and Future Concerns

10. www.actgov.org 10 Generic Task for 6 month Start Up Project Products Produced: Re-Engineering Data Management Strategy Development Data Management and Data Sharing Solution Sets Gather Current Data Models and Create Data Standards Landscape Data Management Assessment & Strategy Generic Data Access Utility Service Business- Opportunities for Improvements and Data Issues Conceptual: Phased Logical Data Model & Refactorings Data Modeling Tools & Refactoring Guidance Business Data Needs Conceptual Level: Repository Data Progress Dashboard : Address Concerns & Design Trades

11. www.actgov.org 11 DRM: Three Year Plan Phase I: 4-6 months Data Architecture-Data Services and Data Migration Strategy- Align with the EA Phase II: First Segment of Logical Model: 6 months Framing and Foundation of Data Services and Data Sharing Capabilities Early Results Fit with Communities of Interest: Internal and External to your Enterprise Phase III- VI…..6 month segments- 2 years- align with Strategically important projects Tracking and Data Performance Scorecard… Address key concerns at each time-box Process Maturity and Product Artifacts More complete Results and Outcomes Achieved Recognize Successes Throughout… Start from your Strengthens- Appreciate what you have Data Progress Dashboard

12. www.actgov.org 12 What are DRM – Next Practices? Introduce DRM concepts into your Data Team and EA What is going on that can be leveraged? Appreciate what you have! What are the organizational goals that better data and information can achieve? Data maturity Assessment Consider a set of next practices Develop a Strategic Data and Information Improvement Plan- multi- year with some early results now. Integrate with EA Development plan: 90-120 day Data Action Plan Generic Draft Plan and Products that can be tailored * How does DRM Fit into the EA Process?

13. www.actgov.org 13 Candidate Next Practices- Under Review Candidate Practice: 1.Meta Data Patterns 2.Information Product- Maps (MIT TDQM) 3.Information Product Taxonomy/Templates 4.Information Quality Assessment- Assessment Tools and building assessment into Data Streams 5.Meta Tagging and Design Standards Actions: 1.Reviewed Dave Hay book- talked to him – he is working on intelligence job and will relate what he is doing there to the DRM 2.Reviewed Rich Wang work and talked to him about integrating IP- Map and Assessment Techniques- Conference Nov 11-12 3.Seems to be some of what some of the organizations have done??? 4.Look at some of the products 5.Seem to be doing this more in the network and content world

14. www.actgov.org 14 Candidate Next Practices- Under Review Candidate Practice: 6. Master Data Management & Governance 7.OMG Data Distribution Services 8.Data Refactoring Techniques 9.Common Data and Information Services 10.Data Discovery and Data Harmonization Services 11.Data Strategy Plans 12.Data Maturity Models 13.Semantics Actions: 6.Have to find expert in this area 7.Reviewing the standards- talk to the companies involved in the standard- December 5- Washington DC Workshop talk to US Navy Open Architecture Lead- Leslie Madden- NSWC-DD, others 8.Studied Data Refactoring book- see who is applying idea 9.Investigate through EII vendors who are producing data services if any open-source like libraries are available. Approach used by EPA CDX- could those become library.

15. www.actgov.org 15 Candidate Next Practices- Under Review Candidate Practice: 10.Data Discovery and Data Harmonization Services 11.Data Strategy Plans 12.Data Maturity Models 13.Semantics Actions: 10.Is there any process document explaining how this is done- looks like the process being used by the HL7/Data Services Group 11.Books on Data Strategy- looks like the DOI, State, others maybe following these ideas 12.DAMA- talk to Peter Aiken and others 13.SICOP- meeting had many interesting companies and researchers.