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MDM 401 – Managed Metadata Environment (MME) Full Life-Cycle Guide

Duration: 3 – 5 days

This practical course leverages the lessons learned from companies that have successfully deployed MMEs. Real-world MME case studies will be used to demonstrate the importance of having a methodology for defining metadata requirements, capturing, and integrating metadata. You will learn to calculate return on investment (ROI), form the right team, and develop a project plan, including a methodology for defining an attainable project scope. This course provides a walkthrough of a detailed metadata model, advanced metadata architectures, and a pulse-of-the-market analysis of metadata integration tool vendors.

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Description

Metadata is one of the hottest arenas in information technology today. Organizations have realized the value of metadata and the absolute need for it so their businesses thrive in increasingly competitive markets.

Building a managed metadata environment (MME) is no longer an option, since metadata must be managed to be used effectively. Companies have realized that without an MME their IT departments cannot properly manage their systems and that their systems are not providing true value to the business end user. An MME is the set of processes and the system that manages your company’s systems.

This practical course leverages the lessons learned from companies that have successfully deployed MMEs. Real-world MME case studies will be used to demonstrate the importance of having a methodology for defining metadata requirements, capturing, and integrating metadata. You will learn to calculate return on investment (ROI), form the right team, and develop a project plan, including a methodology for defining an attainable project scope. This course provides a walkthrough of a detailed metadata model, advanced metadata architectures, and a pulse-of-the-market analysis of metadata integration tool vendors.

  • Current IT systems are highly inflexible and poorly understood. Proper metadata management holds the key to reducing IT budgets and for creating a more adaptable IT environment.
  • Metadata provides the semantic layer between the decision support system and the business end users. This significantly enhances the value of the data warehouse/data marts to the business end users.
  • Proper metadata management reduces IT budgets as an MME shrinks development cycles for initially growing and maintaining the data warehouse.
  • Gain competitive advantage by creating a Metadata Sourcing Layer and Metadata Integration Layer strategy for your company.
  • Save valuable time and money by understanding the challenges of implementing an MME.

Objectives

  • Examine an analysis of metadata tool vendors.
  • Understand and build your own weighted tool checklist.
  • Develop an MME architecture.
  • Understand the architectural techniques of centralized, decentralized, and distributed systems.
  • Learn a full life-cycle methodology for implementing an MME.
  • Organize and manage your MME team.
  • Understand how to define requirements that yield positive ROI.
  • Understand how to manage risk.
  • Identify the challenges of implementing an MME.
  • Understand how to build an MME that is flexible to the changing technical marketplace.

Seminar Content

  • Understanding Metadata – Analyze the current state of the metadata industry
    • Cutting through the metadata market hype
    • Defining metadata
      • Technical metadata
      • Business metadata
  • Challenges in the Metadata Industry
    • Selling the concept of building an MME to management (ROI)
    • Active vs. Passive metadata
    • Top 10 things to avoid to ensure project success
  • How to Implement an MME
    • Challenges of implementing an MME
    • Keys to a sound MME architecture
    • How to tie the data warehouse architecture to the MME architecture
    • Defining metadata requirements
    • Identifying sources of metadata
    • Integrating sources of metadata
    • Accessing the MME
    • Approaches to metadata development
    • Creating the MME team
    • MME team role walkthroughs
    • Creating the MME project plan
    • Metadata ROI definition
    • Constructing the MME scope document
    • Create a Metadata integration strategy for your company
    • Metadata delivery
  • Understanding the Key Metadata Vendors
    • Evaluating metadata tools (integration and access)
    • Real-world, detailed analysis of all of the top metadata tool vendors
    • How to evaluate metadata tools vendors
  • Metadata Repository Architecture
    • Centralized, Decentralized, and Distributed
    • Advanced Architecture Techniques (Bi-Directional, and Closed Loop)
  • IT Portfolio Management
    • Defining IT portfolio management
    • Listing of the specific technical metadata needed for IT portfolio management
    • Keys to a successful IT portfolio management initiative
  • Capability Maturity Model (CMM)
    • CMM overview
    • CMM applications
    • MME’s role in CMM
    • How an MME can move a company up the Capability Maturity Model (CMM)
  • Understand the Power of Metadata
    • Metadata as the key to knowledge management
    • Metadata above and beyond data warehousing
    • Future direction of metadata
  • Developing a Metadata Strategy
    • Metadata strategy components
    • Strategy development
      • 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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