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<Insert Picture Here> Mastering Information Architecture Helen Sun Director and Oracle Enterprise Architect Oracle Corporation Oracle Enterprise Architecture Oracle Enterprise Architecture

Mastering Information Architecture, Oracle Enterprise Architects

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Mastering Information Architecture

Helen Sun

Director and Oracle Enterprise Architect

Oracle Corporation

Oracle Enterprise Architecture

Oracle Enterprise Architecture

© 2011 Oracle Corporation – Proprietary and Confidential 2

Your Oracle Host

Helen Sun, Ph.D.Director

Oracle Enterprise Architect

© 2011 Oracle Corporation – Proprietary and Confidential 3

The following is intended to outline our general product

direction. It is intended for information purposes only, and may

not be incorporated into any contract. It is not a commitment to

deliver any material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any features or

functionality described for Oracle’s products remain at the sole

discretion of Oracle.

© 2011 Oracle Corporation – Proprietary and Confidential 4

Agenda

• Information Architecture Challenges

• Applying an EA Approach

• Customer Case Study

• Best Practices

– Managing EIM Project / Program Risks

– Iterative Data Governance

Mastering

Information

Architecture

© 2011 Oracle Corporation – Proprietary and Confidential 5

Volatility Demands Quality Data

© 2011 Oracle Corporation – Proprietary and Confidential 6

Value of Corporate DataStill Not Fully Realized

80%

Significantly improve their ability to react

quickly to market

changes and improve

customer service

50%

Help their company grow

revenues

63%

Biggest challenge is sharing data across the enterprise

15%

Have applied best practices

using data strategically

22%

Frontline managers have access to data

© 2011 Oracle Corporation – Proprietary and Confidential 7

Difficulty in Predicting Future Outcomes

How Far Out Can You Forecast?

11%

19%

39%

31%

3 Quarters or More

2 Quarters

1 Quarter

Less than 2 Weeks

© 2011 Oracle Corporation – Proprietary and Confidential 8

Data Silos Inhibit Effective Collaboration

• Delayed, inaccurate reporting

• Conflicting, department-biased results

Sales

Data

Marketing Operations FinanceSales

Analyses, ReportsExecutives

IT

• Lack of business performance insight

• Sub-optimal enterprise performance

Operations

Data 1

Finance

Data N

Finance

Data 1

Operations

Data N

DataWarehouse

Marketing

Data

© 2011 Oracle Corporation – Proprietary and Confidential 9

Many Opposing Forces in EIM

Unified

Theory

of

Everything

Quality

Storage

Governance

Politics

Structured

Unstructured

BI Tools

Security

Privacy

Performance

Master Data

Reference Data

Consistency

Warehouses

Data Marts

Excel

Process Evolution

Integrity

Accuracy

Lineage

Manageability

Metadata

Real-Time

© 2011 Oracle Corporation – Proprietary and Confidential 10

Many Opposing Forces in EIMBusiness View

Unified

Theory

of

Everything

Better

NOW!

More

Faster

© 2011 Oracle Corporation – Proprietary and Confidential 11

What Can We Do?Challenges of Information Architecture

• Users

• Tools

• Integration

• Quality

• Consolidation

• Governance

© 2011 Oracle Corporation – Proprietary and Confidential 12

Agenda

• Information Architecture Challenges

• Applying an EA Approach

• Customer Case Study

• Best Practices

– Managing EIM Project / Program Risks

– Iterative Data Governance

Mastering

Information

Architecture

© 2011 Oracle Corporation – Proprietary and Confidential 13

Oracle’s Practical Approach

Reduces Risk, Accelerates Results

• Driven by business strategy

• Iterative, agile EA approach

• Aligns with customer and

industry frameworks

– Leverage best practice business

models and reference

architectures

– Achieve sustainable results with

pragmatic governance

Oracle ArchitectureDevelopment Process

Oracle Enterprise Architecture Framework

© 2011 Oracle Corporation – Proprietary and Confidential 14

Oracle’s Practical Approach

Reduces Risk, Accelerates Results

Oracle ArchitectureDevelopment Process

Oracle Enterprise Architecture Framework

Information Architecture Components

© 2011 Oracle Corporation – Proprietary and Confidential 15

ContentManagement

Services

BusinessIntelligence

Services

CollaborationServices

TransactionProcessing

Services

Application and Data Services

Industry Process Models

Oracle’s IA Product StrategyComprehensive Best-of-breed, Integrated Approach for Managing & Unifying Information

Oracle MDM

Oracle Data Integration Suite

ETL/ELT CDC Data Federation Data Replication

Product Data Quality

Customer Hub Product Hub

Customer Data Quality

EIM Infrastructure

Oracle EPM/BI

Oracle DRM

BI Server Foundation

EP

M a

pp

licati

on

s

BI ap

pli

cati

on

s

OLTPSystem

Files and Content Management

Data Warehouse/Data Mart

OLAP Cube

Supplier Hub

Pre

dic

tive A

na

lyti

cs

Custom HubFinancial Hub

Web 2.0

Infrastructure Services

Web and Event Services, SOA

Storage

Backup, Recovery, Archiving Data Encryption, Access HA, Disaster Recovery

Identity Management Access Management ProvisioningEntitlements Directory Services

Me

tad

ata

Ma

na

ge

me

nt,

Bu

sin

es

s R

ule

s, P

oli

cie

s,

Go

vern

an

ce a

nd

IL

M

© 2011 Oracle Corporation – Proprietary and Confidential 16

Agenda

• Information Architecture Challenges

• Applying an EA Approach

• Customer Case Study

• Best Practices

– Managing EIM Project / Program Risks

– Iterative Data Governance

Mastering

Information

Architecture

© 2011 Oracle Corporation – Proprietary and Confidential 17

Case Study: Financial Services

Portfolio Rationalization Scope: Re-engineering the Core Information Architecture

• Reduce closing cycle from 35-50 days

• Complete re-engineering of processes

• Ensure data reliability & governance

• Provide basis for agility and innovation

Business Goals

• Hardcoded accounting rules

• Complex, heterogeneous portfolio

• No centralized data quality strategy

• Never rationalized portfolio

Challenges

© 2011 Oracle Corporation – Proprietary and Confidential 18

Architecture VisionBusiness Strategy Map

Oracle ArchitectureDevelopment Process

EA Best Practice

Clarity of Scope and Constraints

Architecture

Vision

© 2011 Oracle Corporation – Proprietary and Confidential 19

Architecture VisionInformation Architecture Principles

Information

as an Asset

Information needs to be managed and

treated the same way as physical asset.

Value and Risk

Classification

A classification of an information asset’s

value and risk should be the foundation

on which its management and

governance is based.

Single Version

of Truth

Data should only be collected once

electronically within a single interface,

and shared across systems.

Minimum Quality Quality requirement needs to be set for

information assets.

Information has

Authoritative

Sources

All business data needs to have an

authoritative source.

Information

Security

Information needs to be secure

throughout its lifecycle.

Information

Accessibility

Information is accessible for users to

perform their functions.

Data

Stewardship

Every data item has one person or role

as ultimate custodian.

Metadata Driven Information architecture needs to be

metadata driven.

Measurement

for Quality

Quality of data will be measured.

Oracle ArchitectureDevelopment Process

Architecture

Vision

Principle Description

EA Best Practice

Principles enable creativity & buy-in

without onerous mandates

© 2011 Oracle Corporation – Proprietary and Confidential 20

Current StateBusiness / Technical Data Context Diagram

Oracle ArchitectureDevelopment Process

Current

State

EA Best Practice

Maintain business context

© 2011 Oracle Corporation – Proprietary and Confidential 21

Current StateBusiness Process – Information Map

Oracle ArchitectureDevelopment Process

Current

State

EA Best Practice

Maintain business context

© 2011 Oracle Corporation – Proprietary and Confidential 22

Current StateComposite View

Oracle ArchitectureDevelopment Process

Current

State

EA Best Practice

Think holistically about the

cost and complexity of change

© 2011 Oracle Corporation – Proprietary and Confidential 23

Future StateBusiness / Technical Data Context Diagram

Oracle ArchitectureDevelopment Process

Future

State

EA Best Practice

Do not be 100% aspirational

© 2011 Oracle Corporation – Proprietary and Confidential 24

Future StateBusiness Process – Information Map

Oracle ArchitectureDevelopment Process

Future

State

EA Best Practice

Business impact of new architecture

© 2011 Oracle Corporation – Proprietary and Confidential 25

Future StateComposite View

Oracle ArchitectureDevelopment Process

Future

State

EA Best Practice

It’s never about the picture!

© 2011 Oracle Corporation – Proprietary and Confidential 26

Strategic RoadmapCapability Implementation Timelines

Oracle ArchitectureDevelopment Process

Strategic

Roadmap

EA Best Practice

Focus on the Value: Capability Realized

© 2011 Oracle Corporation – Proprietary and Confidential 27

Strategic RoadmapImplementation Options

Oracle ArchitectureDevelopment Process

Strategic

Roadmap

EA Best Practice

Balance Business Value & Feasibility

© 2011 Oracle Corporation – Proprietary and Confidential 28

Governance

Oracle ArchitectureDevelopment Process

EA

Governance

EA Best Practice

Institutionalize Accountability and Transparency

© 2011 Oracle Corporation – Proprietary and Confidential 29

Business Case

Oracle ArchitectureDevelopment Process

Business

Case

EA Best Practice

Revisit often to stay on track

© 2011 Oracle Corporation – Proprietary and Confidential 30

Agenda

• Information Architecture Challenges

• Applying an EA Approach

• Customer Case Study

• Best Practices

– Managing EIM Project / Program Risks

– Iterative Data Governance

Mastering

Information

Architecture

© 2011 Oracle Corporation – Proprietary and Confidential 31

Risk of Lack of Business Alignment

Organizational Risk

Risk of Improper Resource and Staffing

Risk of Unintended Use of Tools

Risk of Underestimating Volume and Growth

List of Potential Risks

© 2011 Oracle Corporation – Proprietary and Confidential 32

Data Governance Maturity ModelMaturity and Adoption

None

Initial

Managed

Standardized

Advanced

Optimized Maturity

Level

None Cross

Divisional

Enterprise

Wide

Division

Level

Project

Level

Governance Adoption Level

Explore

Expand

Transform

Program

Level

© 2011 Oracle Corporation – Proprietary and Confidential 33

Expand

Increasing scale, repeatability;implementing data services

dealing with change & sophistication

Transform

Ensuring sustainabilityfederated solutions

optimized and maintained

Governance ActivityThree phases in governance activity as Maturity Increases

GovernanceModel

Organization

Data Solution &Service Portfolio

Scope

Data MgmtInfrastructure

BusinessEngagement

Explore

Reuse

BusinessBenefit

Maturity

Getting started, laying foundationsdevelop center of excellenceshow early business benefit.

© 2011 Oracle Corporation – Proprietary and Confidential 34

Data Governance Best Practices

• Take a holistic approach but start small

• Obtain executive sponsorship

• Define data stewardship early on

• Establish quantifiable benefits by building business case

• Establish, collect, and report on metrics to measure the

progress

• Link and build in incentives to award and re-enforce

participation

© 2011 Oracle Corporation – Proprietary and Confidential 35

Mastering Information Architecture

• Taking an EA Approach

• Leveraging EA Best Practices

• Proactive Risk Management

• Iterative Data Governance

© 2011 Oracle Corporation – Proprietary and Confidential 36

How Oracle Can HelpLeverage Oracle’s Portfolio of EA Assets

People

Certified Architects,Experienced Advisors

Process

Practical Approach,Proven Methodology

Portfolio

Best Practices,Proven EA Artifacts

© 2011 Oracle Corporation – Proprietary and Confidential 37

• Visit the Oracle Technology Network (OTN) Architect Center on oracle.com

– www.oracle.com/goto/EA-Welcome

• Use our EA & Architecture Artifacts– www.oracle.com/goto/itstrategies

• Blog along with our Oracle Enterprise Architects at blogs.oracle.com

• Attend Oracle EA and Architect Events

• Learn about Oracle EA Services– www.oracle.com/goto/EA-Services

To Learn More

© 2011 Oracle Corporation – Proprietary and Confidential 38