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Country Endeavours “Creative Solutions for Difficult Problems” © 2014 Business value with patterns Questions to be answered: 1.Can patterns deliver business.

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Presentation on theme: "Country Endeavours “Creative Solutions for Difficult Problems” © 2014 Business value with patterns Questions to be answered: 1.Can patterns deliver business."— Presentation transcript:

1 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 Business value with patterns Questions to be answered: 1.Can patterns deliver business value (“quality at speed”) for you? 2.“Data model” and “Data Vault” patterns  How can benefits be realised?  Are benefits diminished or increased if you adopt both? 3.Can they support your IM strategy? 1

2 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Agenda 1.A challenging case study (if they can succeed, your chances are pretty good!) 2.Data Model Patterns – claims & applicability 3.“Doc, I just don’t feel well” – need for diagnosis 4.The diagnosis results, and a “get-well” plan 5.Data Vault – why, what, & (some) how 6.“Universal Data Vault” – combining patterns 7.Hints & helpers for you 2

3 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 3 1.A challenging case study (if they can succeed, your chances are pretty good!) 2.Data Model Patterns – claims & applicability 3.“Doc, I just don’t feel well” – need for diagnosis 4.The diagnosis results, and a “get-well” plan 5.Data Vault – why, what, & (some) how 6.“Universal Data Vault” – combining patterns 7.Hints & helpers for you

4 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 4 Special Needs Assistant/Practitioner Regulation (SNAPR)  Registration, renewal  Random spot-audits  Complaints  Offence case management  Monitoring of conditions

5 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Pre-nationalisation nightmare  83 management organisations (By profession &/or state)  One person, multiple professions  Career (e.g. Home Care  Rehab  Teacher)  Concurrent  Plus student training records  Complaints potentially across all above  Risks e.g.  Deregistered by one, “problem” relocates 5

6 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Simple (!!!) solution – one national organisation!  Federal Act of parliament  Delegation  Closure of 83 organisations on one day  National commencement of SNAPR the next day  Wonderful people, a massive effort, but … 6

7 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” A day in the life …: - Receipt of a complaint  Any prior complaints against this person?  Prior organisations Several of the 83 ! Aging platforms, licences, knowledge workers  Since SNAPR formed, now got 84 th data source!  Plus all of the student records at multiple institutes  Ask all of the above for prior professions, if any  Possible conflicts of interest … and that’s for just one the complaint 7

8 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Information Management (IM) problems we all may face  IM challenges – the usual suspects  Data owner / custodian / steward = ?  Data currency  Data accuracy  Data accessibility  Audit (including reading the data!)  etc.  For highlight on data integration woes … but an out-of-date IM strategy wasn’t helping 8

9 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Exercise: What if you’re the CIO? A guess at an Info. Mgt. solution set? Consider:  Top-down versus bottom-up  Strategic versus tactical  Rebuild versus refactor 9

10 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 10 1.A challenging case study 2.Data Model Patterns – claims & applicability  The “sales pitch” for data model patterns  Applicability for you How big is your organisation? How wide is your project’s scope? What parts of your architecture can be pattern-based? 3.“Doc, I just don’t feel well” – need for diagnosis 4.The diagnosis results, and a “get-well” plan 5.Data Vault – why, what, & (some) how 6.“Universal Data Vault” – combining patterns 7.Hints & helpers for you

11 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” The sales pitch for data model patterns 11 “… using simpler and more generic models, we will find they stand the test of time better, are cheaper to implement and maintain, and often cater to changes in the business not known about initially” (Data Model Patterns by David Hay) “Strict modeling of the real world leads to a system that reflects today’s realities but not necessarily tomorrow’s. The abstractions that emerge during design are key to making a design flexible” (Design Patterns by Gamma, Helm, Johnson & Vlissides) “… simple models are always worth the effort. … they make things easier to build, but more importantly they make them easier to maintain and extend in the future. That’s why it’s worth replacing software that works with simpler software that also works.” (Analysis Patterns by Martin Fowler) Summary: Flexibility, cost effectiveness, adaptability (for today & tomorrow)

12 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Might patterns work for you? - Organisation size  Continuum of large-to-small organisation sizes  International not-for-profit (local, but generic)  Major Australian civil engineering  2 nd -tier bank  Telecommunications subsidiary(VPN niche)  2-person conference management  A third-world company that runs on Excel?!  … and it works – Several of these clients volunteered comments for The Nimble Elephant 12

13 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Might patterns work for you? - Initiative size 13

14 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 14 Relational database COTS package Application logical data model Enterprise logical data model -Data Warehouse design -Services’ architecture -Services’ XML -Master data management -Reference data management -Business rules vocabulary -OO class design -etc. Might patterns work for you? - Architectural areas

15 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 15 1.A challenging case study 2.Data Model Patterns – claims & applicability 3.“Doc, I just don’t feel well” – need for diagnosis  Embarrassing questions  The plan for getting diagnostics  How long to get test results? 4.The diagnosis results, and a “get-well” plan 5.Data Vault – why, what, & (some) how 6.“Universal Data Vault” – combining patterns 7.Hints & helpers for you

16 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Embarrassing questions - When “business” isn’t happy  Why is it so hard to answer a simple question?  Why are there so many definitions for core concepts?  Why do we get different answers to the same question?  Across different reports  Worse still, when we re-run the same report  Why does IT/BI cost so much?  Why, why, why! 16

17 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Scheduling a diagnosis SNAPR plan: 1.Develop a pattern-based Enterprise Logical Data Model (ELDM) 2.Develop an updated IM strategy (Based on the ELDM) 3.Act on recommendations (whatever they might be!) … so let’s look at Step 1  17

18 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” ELDM timing expectations: - How long to get test results?  Urgent mobilisation of strategy  ELDM  Ideally first, but no time  In parallel, but framework needed in 5 days  ELDM “project plan”  Start-of-week: Familiarisation  Thursday: Formal “pattern” training (IT & business)  Friday: IT & business develop the “framework!!!  (then a few weeks to document, refine, …) 18

19 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” A palette of “Assembly patterns” 19

20 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” (One) Drill-down for “Party” 20

21 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 21 Exercise : Develop a framework (SNAPR: 1 day). You get ¼ hour! 1.Regist’n, renewal 2.Complaints 3.Random spot-audits 4.Offence case mgt. 5.Monitoring of conditions

22 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 22 A framework appears

23 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 23 1.A challenging case study 2.Data Model Patterns – claims & applicability 3.“Doc, I just don’t feel well” – need for diagnosis 4.The diagnosis results, and a “get-well” plan  The pain-point results come in  A recommendation emerges 5.Data Vault – why, what, & (some) how 6.“Universal Data Vault” – combining patterns 7.Hints & helpers for you

24 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” The pain-point results come in  Party/Role profiles needed, but can’t be delivered  Increasing pressures for BI integration  …. and the Data Marts were too successful!  Increasing pressures for operational integration  Legacy is dragging SNAPR down  … 24

25 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” (Revisiting the Diagnosis plan:) 1.Develop a pattern-based Enterprise Logical Data Model (ELDM) 2.Develop an updated IM strategy (Based on the ELDM) 3.Act on recommendations (whatever they might be!) … now let’s look at Step 2’s recommendations  25

26 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” A recommendation emerges  EDW (in addition to Data Marts) to address:  Data Mart growth  BI (cross-Data Mart) integration  Single repository to collate legacy (83 pre-nationalisation) SNAPR (post-nationalisation)  EDW + ESB/SOA to address:  Operational integration (with EDW as one source)  ELDM’s Party/Role pattern to be applied to all 26

27 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 27 1.A challenging case study 2.Data Model Patterns – claims & applicability 3.“Doc, I just don’t feel well” – need for diagnosis 4.The diagnosis results, and a “get-well” plan 5.Data Vault – why, what, & (some) how  Business drivers for DV  What is Data Vault (DV)?  DV is flexible … that’s good news … & it’s “not-so-bad” news, too 6.“Universal Data Vault” – combining patterns 7.Hints & helpers for you

28 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” The sales pitch for the Data Vault “pattern”  Auditability  Scalability  Resilience to change  Dan Linstedt: “All the data, all the time” 28

29 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” DV in context  Data Marts (Kimball)  “3NF” (Inmon)  Anchor Modeling (R ӧ nnb ӓ ck)  Data Vault (Linstedt) 29

30 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 30 What is DV? Start with operational “Normal”(ised) view

31 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 31 What is DV? - simply a direct transposition?

32 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 32 It’s that simple, really. © D C Comics – Time Warner

33 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” What’s “Conceptual” 33

34 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” How: DV is flexible – it gives you choices (that you may have to make!)  Split Satellites (by source, churn, …)  Same-as-Links e.g. for merging “concepts”  Granularity of Links  Effectivity Satellites (temporal, bi-temporal)  Reference data as Hubs  SNAPR wanted audit on ESB/SOA data reads!  Raw DV vs. Business DV … (and Generalisation / Specialisation)  34

35 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 35 1.A challenging case study 2.Data Model Patterns – claims & applicability 3.“Doc, I just don’t feel well” – need for diagnosis 4.The diagnosis results, and a “get-well” plan 5.Data Vault – why, what, & (some) how 6.“Universal Data Vault” – combining patterns  Why would you combine the patterns?  Cancelling or complementary?  … and what does UDV look like? 7.Hints & helpers for you

36 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 36 Business-speak continuum [Concept courtesy Hans Hultgren]

37 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 37 Logical model continuum

38 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 38 A subset (!!!) of the “Generalisation” problem Role  Employee  Care Worker Teacher Rehab Home carer  Care Recipient  Supervisor Event  Application Initial Renewal  Audit  Complaint  Offence  Monitoring Agreement  Licence Teaching Licence Rehab Licence Home care Licence  Restriction Teaching Restriction (etc.)  Endorsement Teaching Endorse’t (etc.)  Supervision Teaching Supervis’n (etc.) Activities e.g.  Preliminary review  Suitability review Identity Check Health Check (etc.)

39 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Exercise : Design some queries 1.List all Care Workers who have ever had a Complaint 2.Identify all Roles filled by John Smith (employee, board member, teacher, home carer, …) 39

40 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” A clash of Pattern cultures? 40

41 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Case study solution: – “Universal Data Vault” 41 … let the credits roll:

42 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Standard (specialised) DV model sample 42

43 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” SNAPR: “Universal Data Vault” as a DV extension 43

44 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” 44 Exercise : A Universal Data Vault for you (or SNAPR)

45 Country Endeavours “Creative Solutions for Difficult Problems” © 2014 45 1.A challenging case study 2.Data Model Patterns – claims & applicability 3.“Doc, I just don’t feel well” – need for diagnosis 4.The diagnosis results, and a “get-well” plan 5.Data Vault – why, what, & (some) how 6.“Universal Data Vault” – combining patterns 7.Hints & helpers for you

46 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Learn the Data Model patterns  Recognise the pattern types (elementary, assembly, integration)  Get familiar with published patterns  “Data” – David Hay, Len Silverston, …  “OO” – Arlow & Neustadt, Fowler, Larman, …  “Industry” – TM Forum, HL7, …  Get familiar with patterns & agility  Integrating the patterns – John Giles  Building the agile database – Larry Burns  Extreme Scoping [EDW, BI] – Larissa Moss 46

47 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Data Vault observations  “What’s the catch?”  Start design with a logical model  Consider a “Universal Data Vault” … but as with any variation to the DV standards, always use a consistent pattern 47

48 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Leverage the ELDM 48 Relational database COTS package Application logical data model Enterprise logical data model -Data Warehouse design -Services’ architecture -Services’ XML -Master data management -Reference data management -Business rules vocabulary -OO class design -etc.

49 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Refactor the enterprise LDM 49

50 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Get agile: - The T-model approach to using the enterprise logical model  Mile-wide, inch-deep (touch points at least)  Drill-down only where required  Iterate within each project, & across projects 50

51 © 2014 Country Endeavours “Creative Solutions for Difficult Problems” Thanks … and questions? 51


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