1. Data Management Body of Knowledge (DMBOK©) Guide Introduction & Project Status April 2007
Mark Mosley, Editor
2007/04/10
© DAMA International All Rights Reserved

2. © DAMA International 2007 -- All Rights Reserved
Mark Mosley
Principal Consultant with EWSolutions
25 years experience in data management
Member of the Chicago DAMA chapter
Certified Data Management Professional
Editor for DAMA Data Management Body of Knowledge (DMBOK©) Guide
2007/04/10
© DAMA International All Rights Reserved

3. © DAMA International 2007 -- All Rights Reserved
Agenda
Our Maturing Profession
What is the DMBOK© Guide?
Who’s Involved?
What’s Been Done So Far?
What’s Still to Come?
How Can I Get Involved?
2007/04/10
© DAMA International All Rights Reserved

4. Our Maturing Profession
Data and information are increasingly recognized as enterprise assets.
Data management is the development, execution and supervision of plans, policies, programs and practices that control, protect, deliver and enhance the value of data and information assets.
Data management is an important function for enterprises in the Information Age.
Data management is a shared responsibility between business data stewards and data management professionals.
Data management is a new and maturing profession – and DAMA is leading the way!
2007/04/10
© DAMA International All Rights Reserved

5. Hallmarks of a Maturing Profession
A professional community
Continuing professional education
Professional certification
Higher education curriculum
A recognized Body of Knowledge
Standard terms and definitions
Standard processes, roles and deliverables
Guiding principles
Best practices
2007/04/10
© DAMA International All Rights Reserved

6. What Is a Body of Knowledge?
The collective experience of the profession
What is generally recognized as “true”
Large and constantly growing
Evolving
Acceptance, Improvement, Innovation
Summarized by a “Guide to the BOK”
Primer and Starting Point
2007/04/10
© DAMA International All Rights Reserved

7. What Is the DMBOK© Guide?
A Guide to the Data Management Body of Knowledge (DMBOK© Guide)
A book to be published by DAMA International
A project sponsored by The DAMA Foundation
Written and edited by DAMA members
An integrated view
A “definitive introduction”
Modeled after other BOK documents:
PMBOK (Project Management Body of Knowledge)
SWEBOK (Software Engineering Body of Knowledge)
BABOK (Business Analysis Body of Knowledge)
CITBOK (Canadian IT Body of Knowledge)
2007/04/10
© DAMA International All Rights Reserved

8. © DAMA International 2007 -- All Rights Reserved
DMBOK © Guide Goals
To develop, build consensus and foster adoption for a generally accepted view of data management.
To provide standard definitions for data management functions, roles, deliverables and other common terminology.
To identify “guiding principles”.
To introduce widely adopted practices, methods and techniques, without references to products and vendors.
To identify common organizational and cultural issues.
To guide readers to additional resources.
2007/04/10
© DAMA International All Rights Reserved

9. DMBOK © Guide Audiences
Data management professionals
IT professional colleagues
Data stewards
Managers and executives
Knowledge workers
Consultants
Educators
Researchers
2007/04/10
© DAMA International All Rights Reserved

10. © DAMA International 2007 -- All Rights Reserved
DMBOK © Guide Uses
Inform a diverse audience about data management
Build consensus across the data management community
Help all participants understand their responsibilities
Point readers to additional sources of knowledge
Help data management professionals prepare for Certified Data Management Professional (CDMP) exams
Assist organizations in their enterprise data strategy
Basis for effectiveness & maturity assessments
Guide implementation & process improvement efforts
Guide development of higher education curriculum
Suggest academic research topics
2007/04/10
© DAMA International All Rights Reserved

11. Data Management Functions
Data Architecture, Analysis & Design
Data Governance
Database Management
Data Security Management
Meta Data Management
Data Warehousing & Business Intelligence Management
Reference & Master Data Management
Data Quality Management
Document, Record & Content Management
2007/04/10
© DAMA International All Rights Reserved

12. Function Scope Summary
2007/04/10
© DAMA International All Rights Reserved

13. Data Governance & Stewardship
Data Architecture, Analysis and Design
Data Stewardship
Data Mgmt Services
Data Quality Management
Data Warehousing
& Business Intelligence Management
Reference & Master Data Management
Data Security
Management
Database
Management
Document, Record & Content Management
Meta Data Management
2007/04/10
© DAMA International All Rights Reserved

14. The DMBOK © Functional Framework
9 Data Management Functions
Decomposed into many Activities
Planning Activities
Control Activities
Development Activities
Operational Activities
Activities result in Deliverables
Activities performed by Roles
2007/04/10
© DAMA International All Rights Reserved

15. DMBOK Activity Outline…
Data Governance
Data Management Planning
Identify Strategic Enterprise Data Needs (P)
Develop and Maintain the Data Strategy (P)
Establish the Data Management Professional Organizations (P)
Identify and Appoint Data Stewards (P)
Establish Data Governance & Stewardship Organizations (P)
Develop, Review and Approve Data Policies, Standards and Procedures (P)
Review and Approve Data Architecture (P)
Plan and Sponsor Data Management Projects and Services (P)
Estimate Data Asset Value and Associated Costs (P)
Data Management Supervision and Control
Supervise the Data Management Professional Staff and Organizations (C)
Coordinate Data Governance Activities (C)
Manage and Resolve Data Related Issues (C)
Monitor and Ensure Regulatory Compliance (C)
Communicate, Monitor and Enforce Conformance with Data Policies, Standards, Procedures and Architecture (C)
Oversee Data Management Projects and Services (C)
Communicate and Promote the Value of Data Assets (C)
2007/04/10
© DAMA International All Rights Reserved

16. DMBOK Activity Outline…
2. Data Architecture, Analysis and Design
Enterprise Data Architecture
Develop the Enterprise Data Model (P)
Align with Other Business Models (P)
Define the Database Architecture (P) (same as 3.3.2)
Define the Data Integration / MDM Architecture (P) (same as 6.2)
Define the Data Warehouse / BI Architecture (P) (same as 7.2)
Define the Metadata Architecture (P) (same as 9.2)
Define Enterprise Taxonomies and Namespaces (P)
Data Modeling and Specification
Define Information Needs (D)
Develop and Maintain Logical Data Models (D)
Develop and Maintain Physical Data Models (D)
Data Model Quality Management
Develop Data Modeling Standards (P)
Review Data Model Quality (C)
Manage Data Model Versioning and Integration (C)
2007/04/10
© DAMA International All Rights Reserved

17. DMBOK Activity Outline…
3. Database Management
Database Development
Define Database Design Standards (P)
Design Physical Databases (D)
Review Database Design Quality (C)
Develop Data Access Services (D)
Develop Information Products ((D)
Implement Development / Test Database Changes (C)
Create and Maintain Test Data (D)
Migrate and Convert Data (D)
Test and Validate Data Requirements (D)
Database Production Support
Implement Production Database Changes (C)
Obtain Externally Sourced Data (O)
Plan for Data Recovery (P)
Backup and Recover Data (O)
Set Database Performance Service Levels (P)
Monitor & Tune Database Performance (O)
Plan for Data Retention (P)
Archive, Retrieve and Purge Data (O)
Manage Specialized Databases (O)
Data Technology Management
Understand Data Technology Requirements (P)
Define the Database Architecture (P) (same as 2.1.3)
Implement and Maintain Database Environments (C)
Evaluate Data Technology (P)
Install and Administer Data Technology (O)
Inventory & Track Data Technology Licenses (C)
Support Data Technology Usage & Issues (O)
2007/04/10
© DAMA International All Rights Reserved

18. DMBOK Activity Outline…
4. Data Security Management
Understand Data Privacy, Confidentiality and Security Needs (P)
Define Data Privacy and Confidentiality Standards (P)
Define Password Standards and Procedures (P)
Implement Data Security Controls (D)
Manage Users, Passwords and Group Membership (C)
Manage Data Access Views (C)
Manage Data Access Permissions (C)
Monitor User Authentication and Access Behavior (C)
Classify Information Confidentiality (C)
Audit Data Security (C)
5. Data Quality Management
Develop and Promote Data Quality Awareness (O)
Define Data Quality Metrics (P)
Define Data Quality Requirements and Business Rules (D)
Analyze / Profile / Measure / Monitor Data Quality (C)
Set Data Quality Service Levels (P)
Certify Data Quality (C)
Identify, Escalate and Resolve Data Quality Issues (C)
Conduct Clean-up Campaigns (O)
Design and Implement Operational DQM Procedures (D)
Monitor Operational DQM Procedures (C)
Test and Validate Data Quality Requirements (D)
Audit Data Quality (C)
2007/04/10
© DAMA International All Rights Reserved

19. DMBOK Activity Outline…
6. Reference and Master Data Management
Understand Reference & Master Data Integration Needs (P)
Define the Data Integration / MDM Architecture (P) (same as 2.1.4)
Implement Reference and Master Data Management Solutions (D)
Control Code Values and Other Reference Data (C)
Integrate Master Data (O)
Replicate Reference and Master Data (O)
Maintain Dimensional Hierarchies (O)
7. Data Warehousing and Business Intelligence Management
Understand Business Intelligence Data Needs (P)
Define the Data Warehouse / BI Architecture (P) (same as 2.1.5)
Implement Data Warehouses and Data Marts (D)
Implement Business Intelligence Tools and User Interfaces (D)
Implement Enterprise Reporting (D)
Implement Management Dashboards and Scorecards (D)
Implement Analytic Applications (D)
Train Business Professionals (O)
Replicate and Transform Data for Business Intelligence (O)
Monitor and Tune Data Warehousing Processes (C)
Support Business Intelligence Activity (O)
Monitor and Tune BI Activity and Performance (C)
2007/04/10
© DAMA International All Rights Reserved

20. … DMBOK Activity Outline
8. Document, Record and Content Management
Manage Electronic Documents (text, graphics, image, audio, video)
Manage Physical Records (paper, fiche)
Manage Information Content (search engine indexes, taxonomies, XML namespaces, report and document format standards)
9. Meta Data Management
Understand Meta Data Requirements (P)
Define the Meta Data Architecture (P) (same as 2.1.6)
Develop and Maintain Meta Data Standards (P)
Implement a Managed Meta Data Environment (D)
Create, Capture, Store and Maintain Meta Data (O)
Maintain Meta Data Source Data Stores
Extract, Reconcile, Integrate and Share Meta Data (C)
Manage the Meta Data Repository (C)
Query, Report and Analyze Metadata (O)
Manage Meta Data Distribution and Delivery to Glossaries, Directories and Other Meta Data Marts (C)
2007/04/10
© DAMA International All Rights Reserved

21. The DMBOK© Functional Framework
Data Management Functions
Environmental Elements
Meta Data Management
Data Architecture, Analysis & Design
Organization & Culture
Document, Record & Content Management
Technology
Activities
Database Management
Data Governance
Goals & Principles
Data Warehousing & Business Intelligence Management
Data Security Management
Practices & Techniques
Deliverables
Reference & Master Data Management
Data Quality Management
Roles & Responsibilities
2007/04/10
© DAMA International All Rights Reserved

22. Environment Scope Summary
2007/04/10
© DAMA International All Rights Reserved

23. © DAMA International 2007 -- All Rights Reserved
DMBOK Functional Framework
2007/04/10
© DAMA International All Rights Reserved

24. DMBOK Functional Framework
Framework Paper Written as Board Proposal
Available on DAMA Website Since July 2006
1000 Downloads Worldwide To Date
To 40 Countries
USA 48%
Unknown 18%
Canada 7%
Australia %
UK 3%
India %
South Africa 3%
Brazil 1%
Now Averaging 30 per Week
Version 2 Soon To Be Posted
2007/04/10
© DAMA International All Rights Reserved

25. Version 2 Framework Changes
Renamed Functions
Data Stewardship & Governance renamed to simply Data Governance
Data Architecture & Design renamed to Data Architecture, Analysis & Design
Database Administration renamed to Database Management
Data Quality Improvement renamed to Data Quality Management
Data Warehousing & Business Intelligence renamed to Data Warehousing & Business Intelligence Mgmt
Unstructured Data Management renamed to Document, Record & Content Management
Metadata Management renamed to Meta Data Management
Function Presentation Sequence Changes
Data Quality Management moved before Reference & Master Data Management
Reference & Master Data Management moved before Data Warehousing & Business Intelligence Management
Meta Data Management moved to the concluding position
Renamed Environmental Elements
Goals & Objectives renamed to Goals & Principles
Process & Activities renamed to just Activities
Principles & Practices renamed to Practices & Techniques
Organizational & Cultural Issues renamed to Organization & Culture.
2007/04/10
© DAMA International All Rights Reserved

26. DMBOK© Guide Chapters…
Chapter 1: Introduction
Chapter 2: Data Management Overview
Activities, Deliverables, Roles, Technology
Chapters 3 – 11: DM Functions
3: Data Governance
4: Data Architecture, Analysis & Design
5: Database Management
6. Data Security Management
7. Data Quality Management
8. Reference & Master Data Management
9. Data Warehousing & Business Intelligence Management
10. Document, Record & Content Management
11. Meta Data Management
2007/04/10
© DAMA International All Rights Reserved

27. …DMBOK© Guide Chapters
Chapter 12: Professional Development
Appendices
A: Bibliography
B: DMBOK Development History
2007/04/10
© DAMA International All Rights Reserved

28. …Standard Chapter Format (3-11)
Introduction
Defining Key Terms
Goals
Context Diagram
Concepts & Activities
Key Concepts and Guiding Principles
Roles Performing Activities to Create Deliverables
Using Best Practices & Common Techniques
Using Technology
Summary
Guiding Principles Recap
Process Summary – Activities, Deliverables, Roles
Org & Cultural Issues
Recommended Reading
2007/04/10
© DAMA International All Rights Reserved

29. Sample Context Diagram
2007/04/10
© DAMA International All Rights Reserved

30. Dictionary of Data Management
Vital Need for a DMBOK Glossary
The Semantics of our own Profession
Large Enough to Publish Separately…
900 Terms
100 Pages
As DAMA Dictionary of Data Management
Version 1.0
2007/04/10
© DAMA International All Rights Reserved

31. DMBOK Development Roles
2007/04/10
© DAMA International All Rights Reserved

32. DMBOK© Guide Editorial Board
Mark Mosley, DMBOK editor (Chicago)
Deborah Henderson, sponsor (Toronto)
Bobbie Adderson (Chicago)
Michael Brackett (Washington)
Larry Burns (Washington)
Mike Connor (Chicago)
Patricia Cupoli (Philadelphia)
Alex Friedgan (Chicago)
Lowell Fryman (Chicago)
Mahesh Haryu (New York)
Gil Laware (Chicago)
Jim McQuade (Pittsburgh)
Mike Miller (Chicago)
Cathy Nolan (Chicago)
Kathy Sivier (Chicago)
Anne Marie Smith (Philadelphia)
Eva Smith (Washington)
The local DAMA chapter for each Editorial Board is shown in parentheses – “Washington” (state) refers to the Puget Sound chapter
2007/04/10
© DAMA International All Rights Reserved

33. Chapter Development Team Leaders
3 -- Data Governance Mark Mosley
4 -- Data Architecture, Analysis & Design Steve Hoberman
5 -- Database Management Larry Burns
6 -- Data Security Mgmt: Corinna Martinez
7 -- Data Quality Management: David Loshin
8 -- Reference & Master Data Management: ????
9 -- DW / Business Intelligence Mgmt: Mike Connor
10 – Records & Content Management: Pat Cupoli
11 – Meta Data Management: Mike Jennings
12 – Professional Development: Pat Cupoli
2007/04/10
© DAMA International All Rights Reserved

34. Collaboration Strategy
DMBOK Development Diary News & Public Comments
Chapter Team Shared Documents (wiki)
Project Discussion Chat Room
2007/04/10
© DAMA International All Rights Reserved

35. © DAMA International 2007 -- All Rights Reserved
What’s Been Done So Far?
December 2005: Deborah Henderson Meets with DAMA Chicago Chapter
April 2006: DMBOK Framework Proposal Accepted
June 2006: DMBOK Framework Paper Posted
July 2006: Development Strategy Drafted
August 2006: First Drafts of Chapters 1 & 2 & Glossary
March 2007: Data Governance Focus Group Workshop
March 2007: First Drafts of Chapters 3, 4, 5 and 12
April 2007: DMBOK Blog:
April 2007: DAMA Dictionary of Data Management, V.1
2007/04/10
© DAMA International All Rights Reserved

36. © DAMA International 2007 -- All Rights Reserved
What’s Next in 2007?
Publishing the Dictionary
Drafts and Revisions of Each Chapter
More Conference Calls & Focus Groups
Publicity Articles
DAMA Local Chapter Presentations
Final Review by DAMA Executive Board
2007/04/10
© DAMA International All Rights Reserved

37. © DAMA International 2007 -- All Rights Reserved
Development Schedule
Chapters 3, Q
DMBOK Blog Q
Chapters 4, 5, 6, 7, Q
Chapters 8, 10, Q
DAMA Executive Board Review 4Q
General Availability / Published 1Q 2008
2007/04/10
© DAMA International All Rights Reserved

38. © DAMA International 2007 -- All Rights Reserved
How Can I Get Involved?
Review and Comment on Current Drafts
Review and Comment on the Dictionary of Data Management
Participate in This Week’s Workshops
Volunteer to Participate as a Chapter Reviewer / Contributor
Volunteer to Participate as a Chapter Team Leader
Participate on the DMBOK Blog
Inform Your Local DAMA Chapter
Invite a Speaker for a DAMA Chapter Intro/Update
Contact Mark Mosley at
2007/04/10
© DAMA International All Rights Reserved

39. © DAMA International 2007 -- All Rights Reserved
The DAMA Curriculum Framework
Green = completed
Yellow = underway
Brown = future
Job
Clusters &
Employment
- NWCET & others
Topics &
Clusters
Education
Delivery
Channels
Courses
DAMA
Curriculum
Framework
Acceptance by
N.A. Accreditation
Bodies
Certification/
Designation
CDMP
Body of
Knowledge
(DMBOK)
Career
Ladders
Detail/
texts
2007/04/10
© DAMA International All Rights Reserved