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Data Management: Strategic Design & Tactical Solutions
Data Management: Strategic Design & Tactical Solutions
Today’s Speakers
James R. GriffinPresidentDatric, Inc.
Elissa FinkVice President of MarketingTableau Software
Moderator:Gary Cocker
Strategic Design & Tactical Solutions
Data Management WebinarTableau & Datric, April 9, 2009
4Copyright © Datric, Inc. 2009
Agenda
Introductions (5 minutes)
Presentation (25 minutes)Background
Data Challenges
Data Solutions
Using Tableau
Tableau Demo (20 minutes)
Q & A (10 minutes)
5Copyright © Datric, Inc. 2009
What Datric Does
Complex, large scale integration projectsERP, finance, sales & marketing, supply chain planning, Point‐of‐Sale (POS)
Data warehousing, implementation, conversion, integration, decommissioning
SAP, Oracle, i2, SAS, Seibel, Teradata, Neoview
Agile Data Suite data management software
6Copyright © Datric, Inc. 2009
Common Data Project Pitfalls
Project TraitsLarge teams, complex, multi‐year, problematicBusiness‐technical integration difficultPoint solution design Manually coordinate requirements, documentation & review
Data & Metadata TraitsInconsistent standardsSemantics by team, functionInconsistent documentationNo easy trace, data lineagePoor data organizationLittle or no reuseNo metadata visualization
7Copyright © Datric, Inc. 2009
Two Root Causes
ApproachIntra‐company competitive projects
Small, inexpensive projects win; business ROI poor
Little leverage across divisions or units
IT driven, not business driven (driven, not sponsored)Rigid, software application‐oriented
Inconsistent metadataSystem & application oriented
Technical, not business oriented
Results in inconsistent data values, inflexible structures
8Copyright © Datric, Inc. 2009
Symptoms of Data Dysfunction
Inconsistent:Reporting standards
Data governance
Master data management
Metadata management
Naming standards (labels) by application – not definition
Language, vocabulary & semantic differences
Spreadsheet (‘spread‐mart’) documentation
Unknown data lineage and difficult traceability
Disconnected & ineffective change management
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Strategic Framework Approach:
Design for the Data & Metadata Life‐cycle
Business first, technology implement second
Flexible reuse (Ex: business terms with aliases)
Expect business & technology change
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Strategic Framework Approach:
Use Abstraction as a Central Approach
Right detail at right time
Multiple model types from a consistent base
Implementation is different from logical design
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Strategic Framework Approach:
Integrate & Separate
Separation of function and circuit breakers can be good
Multiple views (subject areas, processes, systems, etc.)
Enable data access views
12Copyright © Datric, Inc. 2009
How to Assure Success
Understand patterns & re‐use
Understand metadata differences (business, technical, operational)
Embrace & plan for change
Make use of metadata “aggregation”
Have available, accurate models
Plan for increasing metadata and data
Data governance
E‐discovery
Security & retention policies
Projects are phases to support strategy
View analytics a business asset
13Copyright © Datric, Inc. 2009
Using Tableau: Data Abstractions
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Using Tableau: Business‐Technical Link
15Copyright © Datric, Inc. 2009
Using Tableau: System Relations
16Copyright © Datric, Inc. 2009
Using Tableau: Project Management
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Using Tableau: Project Status
18Copyright © Datric, Inc. 2009
For Additional Information, Contact:
James R. GriffinPresident
[email protected]‐504‐2464http://datric.com
All rights reserved. © 2009 Tableau Software Inc.
Customers+ Google+ Proctor & Gamble + Harvard Medical School+ Wells Fargo+ Pfizer+ Allstate+ 30,000 users worldwide
Partners+ Oracle-Hyperion OEM+ Microsoft Gold Certified+ Teradata
Tableau Software, Inc.
Company+ Leaders in visual analysis software+ Seattle headquarters+ Stanford University R&D origins led to
patented technology • Dr. Pat Hanrahan• Dr. Chris Stolte
Leadership+ Award winning researchers + Adobe founder is company director+ Founders & executives from
Microsoft, Pixar, Visio, and Hyperion
Q & A Session
James R. GriffinPresidentDatric, Inc.
Elissa FinkVice President of MarketingTableau Software
Moderator:Gary Cocker
Please Submit Your Questions Now
To View This or Other Events On-Demand Please Visit:http://www.techweb.com/casts
James Griffin+ Datric, inc.+ [email protected]
Elissa Fink + Tableau Software+ [email protected]+ 1-206-633-3400 x560
Additional Resources
Web Seminar Resources+ For a copy of the slide deck and to hear the web
seminar on-demand go to http://www.tableausoftware.com/data-management
Other Tableau Resources+ For access to whitepapers, previously recorded web
seminars and real-data Tableau examples, go to + http://www.tableausoftware.com/business-
intelligence-software
