Transcript Slide 1

Business
Technology
Solutions
Enterprise Information Management
Program overview
08-Dec-2009
Business
Technology
Solutions
Traditional View of Business Resources
Material
Financial
Human
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)
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Business
Technology
Solutions
View of Business Resources Today
Financial
Material
Data
Human
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
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Business ‘SYSTEM’ Model
Business
Technology
Solutions
Business
Functions
Resources
Assets
Capital
Financial
Material
Plan &
Market
Procure
Generate
Transport
Distribute Products
& Maintain
Human
Labor
Data
Information
Enterprise Information Management
Revenue Management
Asset Management
Work Management
Customer Management
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Business
Technology
Solutions
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
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Business
Technology
Solutions
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.
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Business
Technology
Solutions
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.
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Business
Technology
Solutions
Why EIM for Utility Business and IT?
EIM Deliverables
Business Drivers
Management of Information from Enterprise Perspective
EIM Organizational Model
(Organizational Discipline, Governance Process)
(Competency Center)
Single-Version- of-Truth
(Customer, Work, Asset & Operation)
Real-time Information needs – Analytical & Operational
Drive
Information Governance Process
(Business & IT)
(Business Insight Analytics)
Information Architecture
Information Value Management
(Enterprise Information landscape)
(Profiling, Accuracy, Quality, Re-structuring and Re-factoring)
Technical Drivers
Decoupling of information from Applications
Meta Data Management Solutions
(SOA requirements, Business Rules, Semantics/meaning)
(Business & System Level –
Definition, Usage, Context, Location)
Increased Volume & Velocity of Information
(Smart Grid and AMI)
Legacy Data Migration & Replacement
Drive
Enterprise Information Modeling
(Semantics/meaning, Format, Granularity)
(Smart grid, GIS, CIS, etc.)
Enterprise Data Services
Packaged Application Integration needs
(Enable Plug & Play Infrastructure, Manage Risks)
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(Exposing Legacy Data,
Complementing SOA Integration)
Business
Technology
Solutions
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.
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Business
Technology
Solutions
Information - One of the Firm’s Most Valuable Assets
energy generation investments
demand control/reduction programs
conservation initiatives
Wisdom
Synthesis
projected energy
requirements based on
consumption and
weather patterns
Knowledge
Certitude
Decreasing
Volume
and
“Objectivity”
regional consumption
pattern over multiple years
Intelligence
Increasing
Clarity
and
Value
Inference
customer premises
consumption for
billing period
Information
Context
consumption
interval
reading
Data
Knowledge
Intelligence
Information
Data
+
+
+
+
Synthesis
Certitude
Inference
Context
=
=
=
=
Wisdom
Knowledge
Intelligence
Information
From Hearing the Voice of the Market
by Vincent P. Barabba, Gerald Zaltman
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Business Process
Define / Organize Data
Application
Manipulate Data
Data
Infrastructure
Store / Transport Data
Focus on the Data
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People
Transaction Based
IT Application Model
Analysis Based
People
Business
Technology
Solutions
Enterprise Information Management
Business
Technology
Solutions
Transactional
Data Store
Operational
Data Store
Historical
Data Store
Analytical
Data Store
Business Information Model (Enterprise Semantic Model)
Data
Operational
Applications
(structured data)
Run the
Business
Operational
Reporting
Historical
Retention
Information
Analysis
Decision
Support
Applications
Daily Business Communications
Indexing &
Search
Capability
Business
Interactions
(unstructured content)
Data is managed and optimized to support it’s intended usage
across the enterprise
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Business
Technology
Solutions
Enterprise Information Management
Transactional
Data Store
(Shared
Databases)
Operational
Data Store
Historical
Data Store
(ODS)
(Data
Warehouses)
Analytical
Data Store
(Info Cubes /
Data Marts)
Business Information Model (Enterprise Semantic Model)
Operational
Applications
(structured data)
• Business process
oriented
• Single business
function
• Volatile
• Current
• Subject area
oriented
• Integrated
• Transaction level
data
• Real-time availability
• Limited historical
data
• Limited data
retention
• Consistent within
application
• Business
process oriented
• Subject area
oriented
• Integrated
• Business question
oriented
• Integrated
• Volatile
• Current
• Non-volatile
• Time variant
• Non-volatile
• Time variant
• Atomic level data
• Near real-time
availability
• No historical data
• Atomic level data
• Business driven
availability
• Historical data
• Very limited data
retention
• Consistent within
current context
• Lengthy data
retention
• Historically
consistent
• Aggregate level data
• Business driven
availability
• Business driven
historical data
• Business driven data
retention
• Historically
consistent
• Single business
function
Data
• Non-volatile
• Current
• Varying retention
• Atomic Level
• Historically Consistent requirements
Business
Interactions
(unstructured content)
Decision
Support
Applications
Metadata Repository, Data Architecture, Data Quality,
SDLC, EAI & ETL tools and processes
Indexing &
Search
Capability
Data organization and retention requirements vary by intended usage
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Enterprise Information Management
Business
Technology
Solutions
Business Information Model (Enterprise Semantic Model)
Common Data Access Methods
Real-Time
Tabular
External
Real-Time
Vector
Real-Time
Time Series
Email
Data
Near
Real-time
Integrated
Static
Historical
Updated
Daily
Detail +
Aggregation
Detail
Business
Question
oriented
Historical Daily
Business
Question
oriented
Aggregation
Web
Content
Notes
Documents
Data Integration Processes and Services
Data organization and retention requirements vary by intended usage
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Enterprise Information Management
Business
Technology
Solutions
Business Process
Applications
Transactional
EAM
CCS
ECM
OMAR
Analytical
MED/MIRA
IMR
Business Information Model (Enterprise Semantic Model)
Common Data Access Methods
Data
Customer
External
!
GIS
Consumption
Email
Operational
Reporting
Data Store
Data
Warehouse
Detail +
Aggregation
Detail
Data
Mart
Historical Daily
Data
Mart
Aggregation
Web
Content
Notes
Documents
Data Integration Processes and Services
Infrastructure
Results in increased flexibility, reduced cost and reliable data
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!
Business
Technology
Solutions
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
Data Criticality
Online Active data
Nea line / Archive
Email
Financial
Customer
Serial device/
Meter
Offline / Archive
Expired data
Year 1
Year 2
Year 3
Year 4
Time
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Year 5
Year 6
Year 7
Business
Technology
Solutions
Information Lifecycle Management
Online
Data
Creation
Offline
Storage
Management
Protection
Management
Content
Management
Retention
Management
Live Dynamic
Data
Fixed Content /
Reference Data
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Data
Disposal
Business
Technology
Solutions
Information Lifecycle Management
Online
Data
Creation
Storage
Management
Offline
Protection
Management
• Operational data
and content
• “open business”
• Data and content
backup
• “open business”
• Active archive
• “business complete”
• document archiving
• Offline archive
• “business complete”
Live Dynamic
Data
Fixed Content /
Reference Data
Content
Management
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Retention
Management
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• Zero business value
Data
Disposal
Business
Technology
Solutions
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.
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Business
Technology
Solutions
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.
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Business
Technology
Solutions
EIM Vision for Consumers Energy (2015)
 Data and information is
recognized and managed as a
valuable corporate resource
across organizational and
technology boundaries.
 A standardized information
infrastructure and processes are
implemented supporting data
sharing and process integration.
 Information assets are managed
through the entire information life
cycle (creation, maintenance,
access, archive and disposal)
using well defined processes.
 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
 Consistent data definition and
providing a ‘single version of the
understanding provides a common
truth’ enabling business insight
vocabulary for the business.
and fact based business
decisions.
 Information is managed and
utilized to maximize its benefit in
 Consumers Energy Executive
support of the goals of the entire
management recognizes and
organization.
embraces the role of EIM in
achieving the corporate
objectives.
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Business
Where is Consumers Energy today?
Technology
Solutions Results of Data Management and Integration Maturity Assessment – Nov 2009
1
2
3
4
5
We are here
Opportunistic
Fragmented
Standardized
Managed
Optimized
Rigid, Low agility
Inconsistency,
Redundancy
Consistency, Reuse,
Efficiency
Pervasive,
Leverage of Skills
Flexibility, Agility,
Proactiveness
Dynamic
Formalized
Data
metadataDM&I Standards Information
consistency
driven data
Initiative
and
best
and
availability
Infrastructure
Cost
management
practices
Data services environment
road map
“chaos”
sharing
emerge
Referenced
Tools
architectures
Competency
"chaos"
Center
Proprietary
tools
Issues not
recognized
Data
Fragments
Information is
trusted across
the enterprise
Custom
code
No business
sponsor; IT
executive in
charge
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Effective use for
driving business
strategy
Effective use
Specific set of
across
suppliers,
users are
Apply
customers
and
realizing value standards to
business
Funding from
individual
Secure
partners
business units
project phases
executive
on a project-byproject basis sponsorship
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Business
Technology
Solutions
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
Information
Management
Maturity
EIM
Vision
Time
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Business
Technology
Solutions
EIM Core Processes
Data Quality
Data Integrity
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.
Semantic
Management
Database
Management
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. )
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Processes to manage
the physical corporate
databases and data
files.
Data Security/
Protection
Processes to ensure
corporate data and
information is secure and
protected, and managed
according to the
corporate policies and
regulatory mandates.
Master Data
Management
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.
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Data Lifecycle
Management
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.
Information
Services
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.
Data
Movement
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.
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.
Business
Technology
Solutions
EIM Organizational Functions
EIM
Business
Information
Management
The key functions of this subteam 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.
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Data and
Content
Management
The key functions of this subteam 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
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Information
Value
Management
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
Business
Technology
Solutions
EIM Organizational Roles
EIM
Business
Information
Management
Data and Content Design
 Data Architecture
Management
 Data Development
Quality Management
 Data Quality
Management
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Data and
Content
Management
Integration and Sourcing
 Integration Services
Management
Ongoing Support
 Data Implementation
 Database Operations
Management
 Document & Content
Management
 Data Security
Management
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Information
Value
Management
Data Governance
 Data Planning
 Data Management
Information Access Services
 Reference & Master
Data Management
Metadata Management
 Meta Data
Management