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MDM 201- Creating and Implementing a Metadata Management Strategy

Duration: 3 - 5 days

This seminar will offer a methodology for creating and implementing a metadata strategy, based upon actual experiences of the presenter at several companies. The attendee will gain an understanding of the importance of metadata, the various types of metadata, metadata’s role in the data-information-knowledge continuum, and a plan for instituting a metadata strategy within their organization. Each attendee will create a metadata strategy for their organization and have the opportunity to review it with the instructor and other participants.

Data - An Indispensable 21st Century Employee

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Description

Metadata is a critical component of business, as it is the information about the data stored in an organization’s systems. If a company is attempting to use data effectively, it must fully understand the metadata that supports that data. This requires a strategy for metadata—a strategy most organizations do not currently have.

This seminar will offer a methodology for creating and implementing a metadata strategy, based upon actual experiences of the presenter at several companies. The attendee will gain an understanding of the importance of metadata, the various types of metadata, metadata’s role in the data-information-knowledge continuum, and a plan for instituting a metadata strategy within their organization. Each attendee will create a metadata strategy for their organization and have the opportunity to review it with the instructor and other participants.

Through case studies and team interaction, attendees will attain the real-world implementation skills necessary to build a successful strategy for metadata management. In addition, it provides valuable insight into the components of a managed metadata environment (MME).

Objectives

  • Learn the foundation of sharing data assets across the entire organization.
  • Develop recognition of the value of data and its components.
  • Develop a map for managing expanding information requirements.
  • Understand the importance of central data administration to an organization.
  • Develop a method for addressing data quality, data integrity, and data reuse.
  • Measure the value of information.

Seminar Content

  • Understanding Metadata
    • Defining metadata
      • Technical metadata
      • Business metadata
    • Metadata as the Key to Knowledge Management
    • Metadata Above and Beyond Data Warehousing
    • Directions of Metadata
  • How to Implement a Metadata Strategy
    • Challenges of Implementing a Metadata Strategy
    • Components of a Metadata Strategy
    • Constructing the Metadata Strategy Scope Document
    • Defining Metadata Requirements
    • Identifying Sources of Metadata
    • Integrating Sources of Metadata
    • Roles in Metadata Management
    • Approaches to Metadata Development
    • Creating the Metadata Project Plan
    • Metadata ROI Definition
  • Understanding the Key Metadata Vendors
    • Evaluating Metadata Tools (integration and access)
    • How to Evaluate Metadata Tools Vendors
  • Metadata Repository Architecture
    • Centralized, Decentralized, and Distributed
  • Introduction to Information Governance and Stewardship
    • Data Governance Overview
    • Roles in Data Governance
    • Alignment of Data Governance and Metadata Strategy
  • Completing the Metadata Strategy
    • Implementation Issues
    • Successful Strategy Situation
  • Workshop Conclusion
    • Summary, additional exercises, sources for further reading, etc.

About the Course Designer

This training was designed by David Marco, PhD, an internationally recognized authority on data and AI governance, to help teams succeed in real organizational conditions. The curriculum equips participants with practical judgment, shared language, and decision clarity that hold under scale, risk, and executive accountability.

David Marco PHD EWSolutions

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