b usiness t echnology s olutions b usiness t echnology s olutions enterprise information management...
Post on 19-Dec-2015
221 views
TRANSCRIPT
BusinessTechnologySolutions
BusinessTechnologySolutions
Enterprise Information ManagementProgram overview
08-Dec-2009
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 2
Traditional View of Business Resources
Financial
Human
Material
Financial, Material & Human resources are the traditional critical business resources that must be effectively managed
(as described by Adam Smith in the Wealth of Nations)
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 3
View of Business Resources Today
Financial
Human
Material
Data
Data representing the current state of the Financial, Material & Human resources is used to measure business performance and make decisions –
therefore Data should be managed as a critical business resource
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009
Information
Capital
Products
Labor
4
Business ‘SYSTEM’ Model
Resources
Enterprise Information Management
Asset Management
Revenue Management
Work Management
AssetsBusinessFunctions
Customer Management
Distribute& MaintainTransportGenerateProcure
Plan &Market
Financial
Material
Human
Data
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 5
Business Integration - a Linkage
Data is the linkage among the processes.
The processes must: Agree on what data has to be shared Share definitions & values unambiguously
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009
Information Technology Drivers
Utility IT has been trying to become an enabler of business transformation rather than a cost center. Some key areas of focus are:– Program management office and Portfolio management– Comprehensive Enterprise Application (CEA)– Data Center and Infrastructure management– Enterprise integration technology– Business intelligence and Customer portal– Business Process Management (PMTs)– etc.
However, what has been missing with all of these investments is a holistic strategy and approach to manage data and information as assets across business silos. Therefore, business continues to “struggle” to get the right information at the right time.
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009
EIM Definition
Enterprise information management (EIM) is an
integrative discipline for structuring, describing and
governing information assets, regardless of
organizational boundaries or technologies.
EIM strives to improve operational efficiency, promote
transparency and enable business insight.
The broad scope of EIM requires a level of organizational
commitment to improve the accuracy, integrity,
accessibility and security of information assets.
The objective of EIM is to resolve data definition, format
and content issues across applications and document
stores.
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009
Why EIM for Utility Business and IT?
Management of Information from Enterprise Perspective(Organizational Discipline, Governance Process)
Management of Information from Enterprise Perspective(Organizational Discipline, Governance Process)
Single-Version- of-Truth(Customer, Work, Asset & Operation)
Single-Version- of-Truth(Customer, Work, Asset & Operation)
Real-time Information needs – Analytical & Operational(Business Insight Analytics)
Real-time Information needs – Analytical & Operational(Business Insight Analytics)
Information Value Management(Profiling, Accuracy, Quality, Re-structuring and Re-factoring)
Information Value Management(Profiling, Accuracy, Quality, Re-structuring and Re-factoring)
Decoupling of information from Applications(SOA requirements, Business Rules, Semantics/meaning)
Decoupling of information from Applications(SOA requirements, Business Rules, Semantics/meaning)
Increased Volume & Velocity of Information(Smart Grid and AMI)
Increased Volume & Velocity of Information(Smart Grid and AMI)
Legacy Data Migration & Replacement(Smart grid, GIS, CIS, etc.)
Legacy Data Migration & Replacement(Smart grid, GIS, CIS, etc.)
Packaged Application Integration needs(Enable Plug & Play Infrastructure, Manage Risks)
Packaged Application Integration needs(Enable Plug & Play Infrastructure, Manage Risks)
Meta Data Management Solutions(Business & System Level –
Definition, Usage, Context, Location)
Meta Data Management Solutions(Business & System Level –
Definition, Usage, Context, Location)
Enterprise Information Modeling(Semantics/meaning, Format, Granularity)
Enterprise Information Modeling(Semantics/meaning, Format, Granularity)
Enterprise Data Services(Exposing Legacy Data,
Complementing SOA Integration)
Enterprise Data Services(Exposing Legacy Data,
Complementing SOA Integration)
Business Drivers
Technical Drivers
EIM Deliverables
EIM Organizational Model(Competency Center)
EIM Organizational Model(Competency Center)
Information Governance Process(Business & IT)
Information Governance Process(Business & IT)
Information Architecture(Enterprise Information landscape)
Information Architecture(Enterprise Information landscape)
Drive
Drive
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 9
EIM Mission Statement
To provide integrated enterprise level data and information,
managed as a corporate asset, within a standardized and shared
infrastructure to facilitate and support integrity of data for daily
operations and fact based decision making.
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009
Context
Inference
Certitude
10
Information - One of the Firm’s Most Valuable Assets
Synthesis
Data
Intelligence
Knowledge
Information
Wisdom
DecreasingVolume
and“Objectivity”
IncreasingClarity
andValue
Knowledge + Synthesis = Wisdom
From Hearing the Voice of the Market by Vincent P. Barabba, Gerald Zaltman
consumptionintervalreading
customer premisesconsumption for billing period
regional consumptionpattern over multiple years
projected energyrequirements based on consumption and weather patterns
energy generation investmentsdemand control/reduction programsconservation initiatives
Intelligence + Certitude = KnowledgeInformation + Inference = IntelligenceData + Context = Information
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 11
InfrastructureStore / Transport Data
Peo
ple
IT Application Model
Tra
nsac
tion
Bas
ed Analysis B
ased
People
ApplicationManipulate Data
Business ProcessDefine / Organize Data
Focus on the Data
Data
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 12
Data
Run the Business
Operational Reporting
Historical Retention
Information Analysis
Enterprise Information Management
Transactional Data Store
Operational Data Store
Historical Data Store
Analytical Data Store
Operational Applications(structured data)
Decision Support Applications
Data is managed and optimized to support it’s intended usage across the enterprise
Daily Business CommunicationsBusiness
Interactions (unstructured content)
Indexing & Search Capability
Business Information Model (Enterprise Semantic Model)
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 13
Data
Enterprise Information Management
Data organization and retention requirements vary by intended usage
• Subject area oriented
• Integrated
• Volatile• Current
• Atomic level data• Near real-time
availability• No historical data
• Very limited data retention
• Consistent within current context
• Transaction level data
• Real-time availability• Limited historical
data• Limited data
retention• Consistent within
application
• Subject area oriented
• Integrated
• Non-volatile• Time variant
• Atomic level data• Business driven
availability• Historical data
• Lengthy data retention
• Historically consistent
• Business question oriented
• Integrated
• Non-volatile• Time variant
• Aggregate level data• Business driven
availability• Business driven
historical data• Business driven data
retention• Historically
consistent
Transactional Data Store
Operational Data Store
Historical Data Store
Analytical Data Store
(Shared Databases) (ODS)
(Data Warehouses)
(Info Cubes /Data Marts)
Metadata Repository, Data Architecture, Data Quality, SDLC, EAI & ETL tools and processes
• Business process oriented
• Single business function
• Volatile• Current
• Business process oriented
• Single businessfunction
• Non-volatile• Current
• Atomic Level• Historically Consistent
• Varying retention requirements
Operational Applications(structured data)
Decision Support Applications
Business Interactions
(unstructured content)
Indexing & Search Capability
Business Information Model (Enterprise Semantic Model)
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 14
Data
Enterprise Information Management
External
Data organization and retention requirements vary by intended usage
Data Integration Processes and Services
Common Data Access Methods
Email WebContent
Notes Documents
Business Information Model (Enterprise Semantic Model)
Real-TimeTabular
Real-TimeVector
Real-TimeTime Series
NearReal-timeIntegrated
Detail +Aggregation
StaticHistoricalUpdated
Daily
Detail
BusinessQuestionoriented
Historical Daily
BusinessQuestionorientedAggregation
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 15
Data
Enterprise Information Management
External
Business Process
Infrastructure
Results in increased flexibility, reduced cost and reliable data
Data Integration Processes and Services
Common Data Access Methods
!
!
Email WebContent
Notes Documents
ApplicationsEAM CCS ECM OMAR MED/MIRA IMR
Transactional Analytical
Business Information Model (Enterprise Semantic Model)
Customer
GIS
Consumption
OperationalReportingData Store
Detail +Aggregation
DataWarehouse
Detail
DataMart
Historical Daily
DataMart
Aggregation
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 16
Not All Data is Created Equal
Data criticality depends on the business processes it supports Data of different criticality needs to be stored and moved on to
different classes and types of storage over time Data should be deleted when it has zero value to the business Overtime expired data becomes a liability to the business
EmailFinancialCustomerSerial device/Meter
Time
Dat
a C
ritic
ality
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7
Online Active data
Nea line / Archive
Offline / Archive
Expired data
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 17
Information Lifecycle Management
Online Offline
Live DynamicData
Fixed Content / Reference Data
StorageManagement
ProtectionManagement
ContentManagement
RetentionManagement Data
Disposal
Data Creation
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 18
Information Lifecycle Management
Live DynamicData
Fixed Content / Reference Data
Storage Management
ProtectionManagement
ContentManagement
RetentionManagement
• Operational data and content
• “open business”
• Active archive• “business complete”• document archiving
• Data and content backup
• “open business”
• Offline archive• “business complete”
Data Disposal
• Zero business value
Online Offline
Data Creation
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 19
EIM Scope
All Consumers Energy data and information assets including structured data and unstructured content.
The organization, processes, infrastructure and standards governing management of the enterprise information and content.
Cross organizational roles and responsibilities related to management of the information assets.
Management of information assets through the entire information life cycle from creation through disposal.
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 20
EIM Benefits
Business Value Ensures that the CEA investment in common data and process is leveraged for future
projects and the business value is maximized thru data governance. Strives to provide a single version of the truth supporting business insight. Enables better business decisions and responsiveness to change by making timely,
consistent and accurate information readily available.
Efficiency Enables faster and lower cost information delivery by shortening development times
and repurposing proven information services. Supports development collaboration thru a shared central metadata repository. Provides a stable data foundation for system integration transparency based on
standards and best practices.
Data Quality Increases data quality thru ongoing data quality assessments and exception
monitoring. Improves the ability to derive consistent information providing the foundation for
actionable and timely business intelligence. Builds confidence in the accuracy and relevance of information provided with data
lineage traceability.
Transparency Promotes common understanding and sharing of information across the enterprise. Instills business ownership and stewardship of the critical information resources. Improves communication and reduces ambiguity within the organization by promoting
consistent data definition, format and usage standards.
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 21
EIM Vision for Consumers Energy (2015)
Data and information is recognized and managed as a valuable corporate resource across organizational and technology boundaries.
Information assets are managed through the entire information life cycle (creation, maintenance, access, archive and disposal) using well defined processes.
Consistent data definition and understanding provides a common vocabulary for the business.
Information is managed and utilized to maximize its benefit in support of the goals of the entire organization.
A standardized information infrastructure and processes are implemented supporting data sharing and process integration.
Information is readily available through common services on a need to know basis and is secured from unauthorized access.
Current, complete and consistent information is readily available providing a ‘single version of the truth’ enabling business insight and fact based business decisions.
Consumers Energy Executive management recognizes and embraces the role of EIM in achieving the corporate objectives.
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 22
Where is Consumers Energy today?
Results of Data Management and Integration Maturity Assessment – Nov 2009
1 2 3 4 5
Fragmented
Inconsistency, Redundancy
Apply standards to
individual project phases
Standardized
Consistency, Reuse, Efficiency
Effective use for driving business
strategy
Managed
Pervasive, Leverage of Skills
Information is trusted across the enterprise
Issues not recognized
Opportunistic
Rigid, Low agility
Specific set of users are
realizing value
Competency Center
Information Infrastructure
road map
Formalized DM&I
Initiative
Optimized
Flexibility, Agility, Proactiveness
Custom code
Data Fragments
Tools "chaos"
Standards and bestpractices sharing
Referenced architectures
Data services emerge
Dynamic metadata-driven data
management environment Proprietary
tools
Cost “chaos”
Data consistency
and availability
Funding from business units
on a project-by-project basis
Secure executive
sponsorship
No business sponsor; IT executive in
charge
Effective use across suppliers, customers and
business partners
Fragmented
Inconsistency, Redundancy
Apply standards to
individual project phases
Standardized
Consistency, Reuse, Efficiency
Effective use for driving business
strategy
Managed
Pervasive, Leverage of Skills
Information is trusted across the enterprise
Issues not recognized
Opportunistic
Rigid, Low agility
Specific set of users are
realizing value
Competency Center
Information Infrastructure
road map
Formalized DM&I
Initiative
Optimized
Flexibility, Agility, Proactiveness
Custom code
Data Fragments
Tools "chaos"
Standards and bestpractices sharing
Referenced architectures
Data services emerge
Dynamic metadata-driven data
management environment Proprietary
tools
Cost “chaos”
Data consistency
and availability
Funding from business units
on a project-by-project basis
Secure executive
sponsorship
No business sponsor; IT executive in
charge
Effective use across suppliers, customers and
business partners
We are here
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 23
EIM Implementation Approach
Start small
Show benefits fast
Align with major initiatives
Leverage existing support organizations
(DBA, BI/BW, Email Archiving & Search)
Gradually expand scope of projects supported
Gradually increase supported EIM functions
Time
Benefits
Number of Projects supported
EIM Functions supported
Staffing to provide services
InformationManagement
MaturityEIM
VisionEIM
Vision
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 24
EIM Core Processes
Data QualityData Quality Data IntegrityData Integrity Data Security/ Protection
Data Security/ Protection
Data Lifecycle Management
Data Lifecycle Management
Data Movement
Data Movement
Processes to identify, analyze, improve, and measure the data quality issues and improvement efforts.
Processes to identify, analyze, improve, and measure the data integrity issues and improvement efforts.
Processes to ensure corporate data and information is secure and protected, and managed according to the corporate policies and regulatory mandates.
Processes to govern how to create, classify, update, use, distribute, and archive, and obsolete data and information, for new projects as well as ongoing maintenance.
Processes to identify and guide how data should be managed when they are moved around the enterprise and Line of Business systems, applications, and data files.
Semantic Management
Semantic Management
Database Management
Database Management
Master Data ManagementMaster Data Management
Information Services
Information Services
Services & Support
Management
Services & Support
Management
Processes for the EIM program and/or organization to provide functional services and support to the rest of enterprise IT and business organizations and projects.
Processes to establish, maintain, and use actual data and aggregation services in the form of reusable software components for business systems and processes to share and leverage data and information across both transactional and analytical needs.
Processes to manage the creation, maintenance, distribution, and usage of corporate master and/or reference data entities to support business processes and business transactions with the objectives of improving data quality and integrity, improving data and information accuracy, and reducing process inefficiencies.
Processes to manage the physical corporate databases and data files.
Processes to establish, manage, and use the business and IT semantics (that is business terms and definitions, metadata management, enterprise semantic model management, semantic integration etc. )
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 25
EIM Organizational Functions
Information Value
Management
Information Value
Management
Data and Content
Management
Data and Content
Management
Business Information
Management
Business Information
Management
The key functions of this sub-team are to design the
structures and standards that support the effective
management, governance and use of information assets across
the business. Operationally, it performs data and content design, and identifies data
quality requirements.
The key functions of this sub-team are to develop and deliver the information infrastructure
required to support information as a shared service,
Operationally, it performs and provides infrastructure,
migration, sourcing and systems support
The key functions of this sub-team are to support the organization’s need to maximize the value of it’s information assets. Operationally,
this group provides information access support services (such as
training and education) and metadata management services (such as data
governance support and data lineage). This team leverages
combinations of technical, business and training skills
EIMEIM
BusinessTechnologySolutions
BusinessTechnologySolutions
EIM DRAFT 08-Dec-2009 26
EIM Organizational Roles
Data and Content Design Data Architecture
Management Data Development
Quality Management Data Quality
Management
Integration and Sourcing Integration Services
ManagementOngoing Support
Data Implementation Database Operations
Management Document & Content
Management Data Security
Management
Data Governance Data Planning Data Management
Information Access Services Reference & Master
Data ManagementMetadata Management
Meta Data Management
Information Value
Management
Information Value
Management
Data and Content
Management
Data and Content
Management
Business Information
Management
Business Information
Management
EIMEIM