DAMA0707 MarkMosely DMBOK

International
Foundation
Data Management Body of Knowledge

(DMBOK) Guide
Introduction & Project Status

April 2007
Mark Mosley, Editor
2007/04/10 DAMA International 2007 -- All Rights Reserved 1

International
Mark Mosley
Foundation
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

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Agenda
Foundation
Our Maturing Profession

What is the DMBOK Guide?
Whos Involved?
Whats Been Done So Far?
Whats Still to Come?
How Can I Get Involved?

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Our Maturing Profession
Foundation
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!

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Hallmarks of a Maturing Profession
Foundation
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

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What Is a Body of Knowledge?
Foundation
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

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What Is the DMBOK Guide?
Foundation
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)

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DMBOK Guide Goals
Foundation
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.

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DMBOK Guide Audiences
Foundation
Data management professionals

IT professional colleagues
Data stewards
Managers and executives
Knowledge workers
Consultants
Educators
Researchers

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DMBOK Guide Uses
Foundation
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

International
Data Management Functions
Foundation
Data Architecture,
Meta Data Analysis &
Management Design
Document,
Record & Database
Content Management
Management
Data
Governance
Data Warehousing
& Business Data Security
Intelligence Management
Management
Reference & Data Quality

Master Data Management
Management

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Function Scope Summary
Foundation

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Data Governance & Stewardship
Foundation
Data Governance
Data Mgmt Services

Data Stewardship
Data Architecture, Analysis and Design
Data Quality Management

Data Warehousing
Reference & Master & Business Intelligence
Data Management Management
Data Security
Management
Database Document, Record &
Management Content Management
Meta Data Management

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The DMBOK Functional Framework
Foundation
9 Data Management Functions

Decomposed into many Activities
Planning Activities
Control Activities
Development Activities
Operational Activities
Activities result in Deliverables
Activities performed by Roles

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DMBOK Activity Outline
Foundation
1. Data Governance
1. Data Management Planning
1. Identify Strategic Enterprise Data Needs (P)
2. Develop and Maintain the Data Strategy (P)
3. Establish the Data Management Professional Organizations (P)
4. Identify and Appoint Data Stewards (P)
5. Establish Data Governance & Stewardship Organizations (P)
6. Develop, Review and Approve Data Policies, Standards and Procedures (P)
7. Review and Approve Data Architecture (P)
8. Plan and Sponsor Data Management Projects and Services (P)
9. Estimate Data Asset Value and Associated Costs (P)
2. Data Management Supervision and Control
1. Supervise the Data Management Professional Staff and Organizations (C)
2. Coordinate Data Governance Activities (C)
3. Manage and Resolve Data Related Issues (C)
4. Monitor and Ensure Regulatory Compliance (C)
5. Communicate, Monitor and Enforce Conformance with Data Policies, Standards,
Procedures and Architecture (C)
6. Oversee Data Management Projects and Services (C)
7. Communicate and Promote the Value of Data Assets (C)

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Foundation
2. Data Architecture, Analysis and Design

1. Enterprise Data Architecture
1. Develop the Enterprise Data Model (P)
2. Align with Other Business Models (P)
3. Define the Database Architecture (P) (same as 3.3.2)
4. Define the Data Integration / MDM Architecture (P) (same as 6.2)
5. Define the Data Warehouse / BI Architecture (P) (same as 7.2)
6. Define the Metadata Architecture (P) (same as 9.2)
7. Define Enterprise Taxonomies and Namespaces (P)
2. Data Modeling and Specification
1. Define Information Needs (D)
2. Develop and Maintain Logical Data Models (D)
3. Develop and Maintain Physical Data Models (D)
3. Data Model Quality Management
1. Develop Data Modeling Standards (P)
2. Review Data Model Quality (C)
3. Manage Data Model Versioning and Integration (C)

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Foundation
3. Database Management
1. Database Development
1. Define Database Design Standards (P)
2. Design Physical Databases (D)
3. Review Database Design Quality (C)
4. Develop Data Access Services (D)
5. Develop Information Products ((D)
6. Implement Development / Test Database Changes (C)
7. Create and Maintain Test Data (D)
8. Migrate and Convert Data (D)
9. Test and Validate Data Requirements (D)
2. Database Production Support
1. Implement Production Database Changes (C)
2. Obtain Externally Sourced Data (O)
3. Plan for Data Recovery (P)
4. Backup and Recover Data (O)
5. Set Database Performance Service Levels (P)
6. Monitor & Tune Database Performance (O)
7. Plan for Data Retention (P)
8. Archive, Retrieve and Purge Data (O)
9. Manage Specialized Databases (O)
3. Data Technology Management
1. Understand Data Technology Requirements (P)
2. Define the Database Architecture (P) (same as 2.1.3)
3. Implement and Maintain Database Environments (C)
4. Evaluate Data Technology (P)
5. Install and Administer Data Technology (O)
6. Inventory & Track Data Technology Licenses (C)
7. Support Data Technology Usage & Issues (O)

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Foundation
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

1. Develop and Promote Data Quality Awareness (O)
2. Define Data Quality Metrics (P)
3. Define Data Quality Requirements and Business Rules (D)
4. Analyze / Profile / Measure / Monitor Data Quality (C)
5. Set Data Quality Service Levels (P)
6. Certify Data Quality (C)
7. Identify, Escalate and Resolve Data Quality Issues (C)
8. Conduct Clean-up Campaigns (O)
9. Design and Implement Operational DQM Procedures (D)
10. Monitor Operational DQM Procedures (C)
11. Test and Validate Data Quality Requirements (D)
12. Audit Data Quality (C)

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Foundation
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

1. Understand Business Intelligence Data Needs (P)
2. Define the Data Warehouse / BI Architecture (P) (same as 2.1.5)
3. Implement Data Warehouses and Data Marts (D)
4. Implement Business Intelligence Tools and User Interfaces (D)
5. Implement Enterprise Reporting (D)
6. Implement Management Dashboards and Scorecards (D)
7. Implement Analytic Applications (D)
8. Train Business Professionals (O)
9. Replicate and Transform Data for Business Intelligence (O)
10. Monitor and Tune Data Warehousing Processes (C)
11. Support Business Intelligence Activity (O)
12. Monitor and Tune BI Activity and Performance (C)

International
Foundation
8. Document, Record and Content Management

1. Manage Electronic Documents (text, graphics, image, audio, video)
2. Manage Physical Records (paper, fiche)
3. Manage Information Content (search engine indexes, taxonomies,
XML namespaces, report and document format standards)
9. Meta Data Management
1. Understand Meta Data Requirements (P)
2. Define the Meta Data Architecture (P) (same as 2.1.6)
3. Develop and Maintain Meta Data Standards (P)
4. Implement a Managed Meta Data Environment (D)
5. Create, Capture, Store and Maintain Meta Data (O)
6. Maintain Meta Data Source Data Stores
7. Extract, Reconcile, Integrate and Share Meta Data (C)
8. Manage the Meta Data Repository (C)
9. Query, Report and Analyze Metadata (O)
10. Manage Meta Data Distribution and Delivery to
Glossaries, Directories and Other Meta Data Marts (C)

International
The DMBOK Functional Framework
Foundation
Data Management Environmental

Functions Elements
Data Organization &

Meta Data
Architecture, Culture
Management
Analysis &
Design
Document,
Record & Technology Activities
Database
Content Management
Management
Data Goals &
Governance Principles
Data Warehousing
Data Security
& Business
Management Practices & Deliverables
Intelligence
Management Techniques
Reference & Data Quality Roles &

Master Data Management Responsibilities
Management

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Environment Scope Summary
Foundation

DMBOK Functional Framework
International
Foundation

International
DMBOK Functional Framework
Foundation
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 6%
UK 3%
India 3%
South Africa 3%
Brazil 1%
Now Averaging 30 per Week
Version 2 Soon To Be Posted

International
Version 2 Framework Changes
Foundation
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.

International
DMBOK Guide Chapters
Foundation
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

International
DMBOK Guide Chapters
Foundation
Chapter 12: Professional Development

Appendices
A: Bibliography
B: DMBOK Development History

International
Standard Chapter Format (3-11)
Foundation
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

International
Sample Context Diagram
Foundation

International
Dictionary of Data Management
Foundation
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

International
DMBOK Development Roles
Foundation
DAMA International and

DAMA Foundation
Executive Boards
DAMA Chapter
DAMA Professional Groups
Presidents Council
Deborah Henderson
President, DAMA Foundation
Executive Sponsor
Mark Mosley
DMBOK Chief Editor
Administrative
Assistant
DMBOK Editorial Board
Review Workshop
Contributors Reviewers
Participants

International
DMBOK Guide Editorial Board
Foundation
Mark Mosley, DMBOK editor Lowell Fryman (Chicago)

(Chicago) Mahesh Haryu (New York)
Deborah Henderson, sponsor Gil Laware (Chicago)
(Toronto) Jim McQuade (Pittsburgh)
Bobbie Adderson (Chicago) Mike Miller (Chicago)
Michael Brackett (Washington) Cathy Nolan (Chicago)
Larry Burns (Washington) Kathy Sivier (Chicago)
Mike Connor (Chicago) Anne Marie Smith (Philadelphia)
Patricia Cupoli (Philadelphia) Eva Smith (Washington)
Alex Friedgan (Chicago)
The local DAMA chapter for each Editorial Board is shown in parentheses
Washington (state) refers to the Puget Sound chapter

International
Chapter Development Team Leaders
Foundation
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

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Collaboration Strategy
Foundation
DMBOK Development Diary

News & Public Comments
Project Discussion
Chat Room
Chapter Team
Shared Documents
(wiki)

International
Whats Been Done So Far?
Foundation
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: http://dmbok.blogspot.com
April 2007: DAMA Dictionary of Data Management, V.1

International
Whats Next in 2007?
Foundation
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

International
Development Schedule
Foundation
Chapters 3, 12 1Q
DMBOK Blog 1Q
Chapters 4, 5, 6, 7, 9 2Q
Chapters 8, 10, 11 3Q
DAMA Executive Board Review 4Q
General Availability / Published 1Q 2008

International
How Can I Get Involved?
Foundation
Review and Comment on Current Drafts

Review and Comment on the Dictionary of Data Management
Participate in This Weeks 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

DMBOKeditorinchief@dama.org

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

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International

Data Management Body of Knowledge

Introduction & Project Status

Mark Mosley, Editor

2007/04/10 DAMA International 2007 -- All Rights Reserved 1

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

2007/04/10 DAMA International 2007 -- All Rights Reserved 2

Our Maturing Profession

2007/04/10 DAMA International 2007 -- All Rights Reserved 3

Data and information are increasingly recognized as

2007/04/10 DAMA International 2007 -- All Rights Reserved 4

Standard processes, roles and deliverables

2007/04/10 DAMA International 2007 -- All Rights Reserved 5

The collective experience of the profession

2007/04/10 DAMA International 2007 -- All Rights Reserved 6

A Guide to the Data Management Body of Knowledge

2007/04/10 DAMA International 2007 -- All Rights Reserved 7

To develop, build consensus and foster adoption for a

To provide standard definitions for data management

To identify guiding principles.

To introduce widely adopted practices, methods and

To identify common organizational and cultural issues.

To guide readers to additional resources.

2007/04/10 DAMA International 2007 -- All Rights Reserved 8

Data management professionals

2007/04/10 DAMA International 2007 -- All Rights Reserved 9

Inform a diverse audience about data management

2007/04/10 DAMA International 2007 -- All Rights Reserved 10

Reference & Data Quality

2007/04/10 DAMA International 2007 -- All Rights Reserved 11

2007/04/10 DAMA International 2007 -- All Rights Reserved 12

Data Mgmt Services

Data Architecture, Analysis and Design

Data Quality Management

Meta Data Management

2007/04/10 DAMA International 2007 -- All Rights Reserved 13

9 Data Management Functions

2007/04/10 DAMA International 2007 -- All Rights Reserved 14

2007/04/10 DAMA International 2007 -- All Rights Reserved 15

2. Data Architecture, Analysis and Design

2007/04/10 DAMA International 2007 -- All Rights Reserved 16

2007/04/10 DAMA International 2007 -- All Rights Reserved 17

4. Data Security Management

5. Data Quality Management

2007/04/10 DAMA International 2007 -- All Rights Reserved 18

6. Reference and Master Data Management

7. Data Warehousing and Business Intelligence Management

2007/04/10 DAMA International 2007 -- All Rights Reserved 19

8. Document, Record and Content Management

2007/04/10 DAMA International 2007 -- All Rights Reserved 20

Data Management Environmental

Data Organization &

Reference & Data Quality Roles &

2007/04/10 DAMA International 2007 -- All Rights Reserved 21

2007/04/10 DAMA International 2007 -- All Rights Reserved 22

2007/04/10 DAMA International 2007 -- All Rights Reserved 23

Framework Paper Written as Board Proposal

2007/04/10 DAMA International 2007 -- All Rights Reserved 24

Function Presentation Sequence Changes