09:00–09:30

Joint Chair Introduction
Michael Brackett, President, DAMA International
Larry P. English, President, INFORMATION IMPACT International Inc.
Rosemary Rock-Evans, Consultant, RRE Associates

11:00–12:00

OASIS Standards Process
Patrick Gannon, President and CEO, OASIS

11:00–12:00

Information Quality

Abbey National-Information Quality Principles in Practice
Christine Craven, Head of Retail Information & Kaye Johnson, Information Management Program, Abbey National plc

The Seven Deadly Sins of Process Modelling
Alec Sharp, Consultant, Clariteq Systems Consulting Ltd.

DAMA
Track 2

Implementing the Zachman Framework
Neal Fishman, Enterprise Architect, Equifax

13:30–14:30

META DATA

The Repository In Practise
David Penney, MetaMatrix

13:30–14:30

Information Quality

13:30–14:30

DAMA
Track 1

Lessons Learned from the Pepsi Bottling Enterprise Data Warehouse
Tom Haughey, CTO, Pepsi Bottling Group

Requirements Analysis: From Business Views to Architecture
David C. Hay, President, Essential Strategies

Using Meta Data For Web Portals, And EIPs
Joe Danielewicz, Manager of Data Administration Motorola, SPS

Managing Information Quality in Knowledge-Intensive Processes
Dr. Martin Eppler, Vice Director, University of St. Gallen

Lessons Learned in Implementing Data Management - If I Only Knew Then - What I Know Now
Carol Knight, Principal Consultant, Knight Consulting

"THE DRIPPING TAP" Challenges of Rolling out an Enterprise Model
Ian Barfoot, Data Architect - Information Management, Westpac Banking Corporation

16:05–17:05

A Schema For A Meta Data Repository
David C. Hay, President, Essential Strategies

Methods for Assessing the Validity and Reliability of Abstracted Medical Records
James Forsythe, Director of Research & Evaluation, West Virginia Medical Institute

Can CBML really displace ER as the most popular language for modelling information needs?
Harry Ellis, Senior Consultant, The British Army

How Have Shell and other Large Companies Approached Enterprise Information Integration?
Cliff Longman, CTO, Kalido

Tuesday
22 October
9:00–9:30

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Tuesday
22 October
09:30–10:30

Meta Data Keynote:
REINVENTING DATA MANAGEMENT

Graeme Simsion Senior Fellow University of Melbourne To Speaker's Bio

Data management has been around in theory and in practice for more than 25 years and making it work has never been easy.  Changes to business and information technology practices have made the challenge even greater.  In this keynote session, Graeme will explain how a new "tactical" approach to data management can be used, with an emphasis on achieving measurable business impact in key areas.  He will also compare the results of those organisations that have adopted this approach with those using more traditional approaches.  Topics include:

• The track record of traditional data management
• Why data management is so difficult and why it has become more so
• The elements of a new approach
• Experiences with a new approach
• The future of data management

Tuesday
22 October
11:00–12:00

META DATA

Patrick Gannon President and CEO OASIS

OASIS is a member consortium dedicated to building systems interoperability specifications.  It focuses on industry applications of structured information standards, such as XML, SGML, & CGM. Members of OASIS are providers, users and specialists of standards-based technologies & include over 200 organisations, 250 individuals & a number of industry groups.  In his presentation Patrick will describe:

• What relevance the standards OASIS promotes are to Data management
• How the standards making process works
• How to get involved
• What OASIS offers to its members

Tuesday
22 October
11:00–12:00

Information
Quality

The presentation objective is to share the progress Abbey National has made to implement the following information quality principles.

• Information Quality Team - the importance and role of a dedicated Information Quality team within the business.
• Framework of Ownership - the implementation of an ownership structure covering both data and processes.
• Quality Measurements - the key measurements needed and how to link these to business benefit.
• Other successes will be covered detailing business benefits.

Tuesday
22 October
11:00–12:00

DAMA
Track 1

Alec Sharp Consultant Clariteq Systems Consulting Ltd.

In some form or other, process modelling has been around since the dawn of computing - flowcharts, data flow diagrams, functional decompositions, event-response chains, swimlane diagrams, and so on.  Historically, data management professionals could look at process modelling from a distance - we focused on data, and someone else worried about process.

Now, even though we're no longer bombarded with messages about "Business Process Reengineering," organisations are more focused than ever on improving their business processes. Recent drivers like ERP implementation and "e-whatever" are essentially about using new technologies to enable business processes. This has raised demand for professionals with process skills, which is the good news. The bad news is that we discover that process modelling isn't so simple after all. There are more sensitivities, more dimensions to the problem, more conflicting approaches, and (wouldn't you know it!) fewer rules to guide us. Luckily, it doesn't have to be that way. This presenter has observed that there are some common errors - the "seven deadly sins" - that both new and experienced process modellers fall victim to.  The presentation will examine each of these, with an eye to helping analysts deliver useful process models while staying out of trouble.

Tuesday
22 October
11:00–12:00

DAMA
Track 2

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Neal Fishman Enterprise Architect Equifax

By design, the Zachman Framework for Enterprise Architecture is independent of any specific methodology or technology. This presentation illustrates a technique for directly incorporating a system development lifecycle (SDLC) into the Framework. This includes methodology, processes, and technology.  The net effect is that the Framework can be implemented and every cell can be understood in the context of an SDLC.

• Chaos, Fractals and the Framework
• Perspectives, Aspects, and Science
• Science Explained
• First Order Descriptive Representations
• Second Order Descriptive Representations

Tuesday
22 October
11:00–12:00

DAMA
Track 3

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Peter Aiken Founding Director Institute for Data Research

It has been estimated that organisations spend 20-40% of their technology budgets on integration tasks.  Attempts to address integration challenges existent in modern environments have been labelled Enterprise Application Integration (EAI) In the past, EAI, has focused on middleware-based solutions aimed at connecting disparate applications together. Now businesses are realising that technical solutions alone cannot help us to tame the legacy environment in a cost effective manner. XML-based EAI technologies permits implementation with minimal or no change to the existing applications or data - a non-intrusive approach. This talk highlights aspects of XML-based, EAI technologies that can deliver tangible integration, rapidly when implemented by data management. Faced with limited resources, you are interested in rapidly planning for what must be done in order to have your EAI initiatives succeed.

Delegates will understand:

• Why EAI is needed, what drove the need for EAI technology and the benefits of EAI
• What the importance of XML is in relation to an EAI architecture
• How to deliver cost effective solutions with acknowledged contributions accruing to use of formal data management techniques. 
• How (with marginal effort) EAI projects can be implemented literally as by-products of a variety of XML-based initiatives.
• How to develop a "low tech" XML repository required for implementing an incremental approach to EAI.

Tuesday
22 October
13:30-14:30

META DATA

Merrill Lynch have established a global metadata repository covering a wide variety of data sources, including XML. The metadata repository covers definitions for all metadata about party, product and organisation (i.e. trade books) and the standard definitions for data transfers between departments. Metadata information is available to Merrill Lynch staff using browser based technology. Phase I established the repository. Phase II federates 75 core reference data sources to provide access (over time) to some 2000 applications consuming core reference data across Merrill Lynch.  In this presentation the speaker will describe how the repository was set up, the standards used and the tools used to support the project.

Tuesday
22 October
13:30-14:30

Information
Quality

	Ray de Winter Cornwell Management Consultants
	Lt. Col. Noddy Stafford Ministry of Defence

This is a case study of a complex cleaning up exercise of basic inventory item and supplier data. The most pressing need for the project to go ahead was to enable critical new systems to operate effectively. However, the visible progress and spin-off benefits of the project caused a sea change in attitude to data quality. Success was due to:

• Designing cleansing processes that were progressive, credible and measurable
• Convincing the data owners of the need to act
• Arresting the decline in quality through process improvement

Tuesday
22 October
13:30-14:30

DAMA
Track 1

The Pepsi Bottling Group Data Warehouse is a centralised data warehouse with dependent and independent data marts. The warehouse was built using 15 development principles, which guided its evolution and future. The warehouse is populated daily with over a million transactions. Currently, 6000 queries are supported each day, with the number growing to 12,000 by mid-2002.  A reporting system was developed to give financial and selling users a standardised and assisted ad hoc capability. PBG business management believes in standardised reporting, guided navigation and prescribed ad hoc.

The Replatform Project was preceded by a four month DW Strategy project. This project examined reporting/analysis requirements of PBG from four perspectives: business process, information, application and technology. Across these, a current assessment, a future vision and a migration plan was developed. The Replatform Project has not been without colourful events. This presentation will review these learnings. Among the most interesting of the learnings involved: the real capabilities of the hardware and software platforms; governance; vendor relations; and the role of aggregation in the data warehouse.

Tuesday
22 October
13:30-14:30

DAMA
Track 2

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David C. Hay President Essential Strategies

Object models, state/transition diagrams, use cases, entity/relationship diagrams, data flow diagrams?  And so forth?  There are too many different techniques out there!  How am I to sort them all out?  How do I know when to use which one? John Zachman's Architecture Framework provides the answer to this.  Its thirty-six cells provide a home for every one of the system-development techniques that has been created over the last thirty years.

This presentation describes requirements analysis as the translation of a set of business owners' views into an architecture.  Moreover, it will describe all the various techniques can be part of this translation.  In addition, the presentation will show how the techniques are related to each other.

• Requirements Analysis and the Architecture Framework
• Column One:  Data
• Column Two:  Activities
• Column Four:  People and Organisations
• Column Three:  Locations
• Column Five: Timing
• Column Six:  Motivation

Tuesday
22 October
13:30-14:30

DAMA
Track 3

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Donald Chapin Knowledge Management Consultant Business Semantics Ltd

There is a hidden asset in the business that offers a breakthrough in Data Management.  Two business trends are forcing this asset to be revealed in dramatic new ways.  The massive explosion of text documents is forcing the business to identify its vocabulary, structure it into Taxonomies (hierarchies of general to specific terms), and define its synonyms, acronyms and abbreviations in Thesauri in order to find the it documents needs.  The internet, which makes information available globally, is forcing 'Definition of Terms' to appear everywhere: on eBusiness sites, in legal contracts, and in internal Business Glossaries developed by business staff to communicate across wide communities.  Learn the benefits of leveraging this emerging business asset for data architecture, data modelling, data integration, accessing unstructured data, business intelligence, and business rules.

Tuesday
22 October
14:35–15:35

META DATA

Joe Danielewicz Manager of Data Administration Motorola SPS

In this presentation, Joe will compare Web Portals with Enterprise Information Portals (EIP).  He will then explain how to using XML & middleware to synchronise the EIP with operational systems, and how to manage your meta data in order to bring meaning to your EIP.  The topics covered will include:

• Portal Concepts - EIPs, Portal Organisation and portal 'personalisation'
• Meta Data and how it brings meaning to data
• The Technologies which help Portal development (XML & Middleware)
• How Meta Data Management is key to both XML and Middleware
• XML enabled Meta Data Repositories
• How to develop a 'Virtual' Meta Data Repository

Tuesday
22 October
14:35–15:35

Information
Quality

Dr. Martin Eppler Vice Director University of St. Gallen

The presentation outlines how to improve information quality for knowledge-intensive processes, e.g., consulting, market research or online communication. It suggests a framework and four principles to put it into practice. Various techniques and implementation insights will be discussed, such as:

• Which information quality problems cause the greatest costs in knowledge-intensive companies?
• How to use information quality tools for non-routine content management processes.
• How to measure the quality of 'knowledge products' (e.g., at Gartner, Giga, GfK)

Tuesday
22 October
14:35–15:35

DAMA
Track 1

Carol Knight Principal Consultant Knight Consulting

Throughout my career, I've been plagued with a naive, idealistic, assumptive approach to implementing programs that will enhance our ability to manage data effectively.  After all, who wouldn't want to support this lofty goal?  Each effort rewards me with valuable lessons learned.  My recent attempt to define and implement data management and a distributed data stewardship program within a large organisation reinforced prior lessons learned, provided some unexpected "gotcha's", and established in my mind some specific prerequisites before I would embark on this endeavour again.  This presentation is intended to save other zealous data management practitioners from experiencing my pain and perhaps offer an opportunity to achieve more gain.

• What are we trying to accomplish?
• Who are the key players and what are their perspectives on the issues?
• How can we make this a WIN - WIN - WIN - WIN ..... (for all involved) ?
• What do you absolutely have to have a commitment to, or already have in place to allow (not ensure) success?
• What will automatically ensure failure?
• Why do we keep trying?

Tuesday
22 October
14:35–15:35

DAMA
Track 2

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Ian Barfoot Data Architect - Information Management Westpac Banking Corporation

There has been a lot of hype about developing architectural frameworks and populating them with detailed models, but what then?

Since its inception in 1991, many organisations have acquired IBM's Information Framework (IFW) detailed content models for Data, Function and Workflow.  This paper covers various approaches that have been used in rolling out these models.  It concentrates on what was (is being) done in the area of data architecture, in what is required to support an Enterprise model generally, and vendor supplied generic models specifically.  It outlines the factors seen as critical to the success of the rollout and how these factors are being tackled.  It concludes with an appraisal of the relative success of the approaches in terms of what was achieved.

• A brief overview of the Information FrameWork (Data, Function, and Workflow)
• Approaches adopted in different organisations
• What has been achieved using the different approaches
• An assessment of the value of the various implementations
• Lessons learned to-date and the way forward

Tuesday
22 October
14:35–15:35

DAMA
Track 3

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Karen Lopez ISP, Principal Consultant InfoAdvisors Inc

This presentation covers how Data Modelling is addressed in the Software Engineering Body of Knowledge (SWEBOK), an IEEE standard, soon to be an ISO standard.  It also addresses the current status of software engineering conflicts between the professional engineering bodies and the computer science bodies, including career implications for IT professionals. Karen also reports the status of software engineering accreditation and certification around the world.

Tuesday
22 October
16:05–17:05

META DATA

A Schema For A Meta Data Repository

David C. Hay President Essential Strategies

In this presentation, David will describe the schema he uses to set up a metadata repository.  It consists of a data model describing the underlying structure of:

• Analysis models - entity/relationship diagrams, function models, business rules, etc.
• Design models - tables and columns, programme modules, interactive design, object-oriented design.
• Retrieval models - "views" of the data, etc.
• Data maintenance - mappings & transformations     

The presentation will also include a data model describing the nature of object-oriented design.   The aim of the presentation is to provide data administrators with a practical meta model they can use to set up their repository.

Tuesday
22 October
16:05–17:05

Information
Quality

James Forsythe Director of Research & Evaluation West Virginia Medical Institute

In support of the Veterans Health Administration's External Peer Review Program, West Virginia Medical Institute performed over 350,000 medical record reviews in 140 hospitals during FY 2001.  To assure the quality of the record abstractions (conducted by over 100 abstractors), West Virginia Medical Institute has developed computer-aided screening techniques to assess the validity and reliability of the data.  These methods enhance the value of third party record review for scientific assessments of clinical performance.

• Medical data quality assessment
• Computerised data screening
• Performance anomaly detection

Tuesday
22 October
16:05–17:05

DAMA
Track 1

Harry Ellis Senior Consultant The British Army

Aided by comments from Graham Witt and other DAMA speakers, Harry will present a candid assessment of the British Army's new language CBML that was introduced at the DAMA International Symposium that was held in San Antonio last May. A carefully chosen case study will be used to draw out the main ways in which it differs from ER in its Barker/Oracle form, UML and ORM. Particular attention will be paid to the way each of these languages handle requirements for inheritance, constraints, plurality, verbalization and change"

Tuesday
22 October
16:05–17:05

DAMA
Track 2

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Cliff Longman CTO Kalido

In 1995 The Oil Products division of the Royal Dutch Shell group took a daring step to implement coordinated management of common data at a global level.  To date nearly 70 local data management hubs have been implemented covering the operations of nearly 90 countries, which, for the first time, provide a consolidated view of trade at an enterprise level.  This was achieved despite major business upheavals including mergers, product and organisational restructuring, and massive re-organisation of the supply chain.  In the lifetime of the project to date more than 40 changes have been made to the business model.

In this presentation, Cliff re-traces the steps of this and other projects over the past 7 years highlighting the difficulties faced, problems experienced, and the solution adopted.  He provides insight into the difficulties large companies face attempting to manage their data, and some practical solutions that have worked to overcome them.

• Enterprise data management
• Federated data architecture
• Practical project experiences
• The importance of managing through change

Tuesday
22 October
16:05–17:05

DAMA
Track 3

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Daniel Moody Associate Professor Norwegian University of Science & Technology

Enterprise-wide data management is hard, and few organisations have been successful in implementing the concept. This presentation defines a set of "habits" for achieving success in data management, as well as defining what "success" really means. These are based on observations and experiences of successful and unsuccessful data management efforts over the past decade. Rather than a new technique or a "quick fix", the seven habits defines a mode of operating that provides the platform for sustainable success. More importantly, it focuses on success through a paradigm of cooperation with others for mutual benefit rather than success at all costs (ultimately counterproductive) or success on your own (difficult if not impossible).

Tuesday
22 October
18:45–19:30

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A brief organisational meeting of the DAMA UK Chapter will be held Tuesday evening.  Members of the DAMA UK Chapter, anyone interested in becoming a member of the DAMA UK chapter, or anyone interested in learning more about DAMA may attend the meeting.  Representatives from the DAMA UK Chapter, DAMA International Board, and the DAMA International Advisory Board will be present to answer questions.  You do not need to be registered for the Conference to attend the DAMA meeting, so please invite colleagues to attend.