WILLIAM G. SMITH & ASSOCIATES INFORMATION RESOURCE MANAGEMENT SEMINARS AND CONSULTING "CLEANING UP THE WORLD'S DATA MESSES"

ENTERPRISE-WIDE CONCEPTUAL MODELING OF INFORMATION RESOURCES

Two of the IRM Critical Success Factors are well-defined enterprise-wide Conceptual Models of the future enterprise information resources, and a detailed, comprehensive Implementation/Migration Plan which will govern and control the orderly replacement of the existing, dis-integrated legacy systems with the modeled, completely-integrated enterprise information resources. To succeed in any endeavor, one must have a clear vision of product/result is desired, and a viable plan for accomplishing that envisioned product/result. The engineering of complex information resources requires the same tried-and-true approach.

This skill-building seminar is typically used to prepare the enterprise modeling and planning project team to do the actual work. It presents an overview of the form and content of each Conceptual-level Model (Functional Business Model, Organizational Model, Business Location Model, Conceptual Data Model, Conceptual Transaction Model, Conceptual Distribution Model, and Conceptual Technology Model) necessary to build and manage the information resources effectively. It presents the detailed form and content of the Implementation/Migration Plan which will govern the replacement, project-by-project, of the dis-integrated legacy systems by the modeled, integrated information resources. It describes different approaches which can be used in constructing the Implementation/Migration Plan, and the pros and cons of each approach. Finally, the seminar describes in depth the typical project (tasks, deliverables, participants, logistics, tools, project leadership, resource and time estimating guidelines, and critical success factors) to actually build the Conceptual Models and the Implementation/Migration Plan. Workshops ensure that usable skills are acquired by the student.

TOPICAL OUTLINE

• IRM Concepts
  • IRM Approach vs. "Systems" Approach
  • The Six Critical Success Factors for an IRM Environment
  • Why Conceptual Level Models and the Implementation/Migration Plan are Critical
• Distinguishing Models from Plans
  • Different Types of Models - An Architectural Framework
• The IRM Conceptual Models
  • Functional Business Model
    • Purpose, Form, Content
    • Functional Business Modeling Definitions
    • Functional Business Modeling Steps
    • Example Diagram and Definitions
    • Reviewing/Validating the Functional Model
  • Enterprise Organizational Model
    • Purpose, Form, Content
    • Organizational Model Definitions
    • Organizational Modeling Steps
    • Example Enterprise Organizational
  • Business Location Model
    • Purpose, Form, Content
    • Business Location Modeling Definitions
    • Business Location Modeling Steps
    • Example Business Location Model
  • Conceptual Data Model
    • Purpose, Form, Content
    • Conceptual Data Modeling Definitions
    • Conceptual Data Modeling Steps
    • Rules for Entities
    • Rules for Relationships
    • Example E/R Diagram
    • Special E/R Constructs
    • Modeling States of Entities
    • Example Entity Definition
    • Example Relationship Definition
    • Reviewing the Conceptual Data Model for Future Stability
  • Conceptual Transaction Model
    • Purpose, Form, Content
    • Conceptual Transaction Modeling Definitions
    • Conceptual Transaction Modeling Rules
    • Conceptual Transaction Modeling Steps
    • Example Conceptual Transaction Specification
    • Validating/Verifying the Functional, Conceptual Data and Conceptual Transaction Models
  • Conceptual Distribution Model
    • Purpose, Form, Content
    • Distribution Modeling Definitions
    • Data Distribution Modes
    • Transaction Distribution Modes
    • Distribution Modeling Steps
    • Example Distributed Transaction Node Definition
    • Example Relative Transaction Distribution Node Definition
    • Example Distributed Data Node Definition
    • Example Relative Data Distribution Node Definition
    • Verifying/Validating the Distribution Model
  • Conceptual Technology Model
    • Purpose, Form, Content
    • Technology Model Components and Definitions
    • Technology Modeling Steps
    • Example Technology Component Definition
    • Verifying/Validating the Technology Model
• The Implementation/Migration Plan
  • Purpose, Form, Content
  • Implementation/Migration Planning Definitions
  • Implementation/Migration Planning Steps
  • Sequencing the Implementation/Migration Projects
  • Example Master Plan PERT Network
  • Example Project Scope Definition
  • Different Implementation/Migration Strategies
    • The Old to New Strategy
    • The New to Old Strategy
    • The Least Pain Strategy
• Building the Models and Plan
  • Typical Enterprise Modeling/Planning Steps
  • The Required Participants
  • Logisitics and Support
  • Determining Modeling Domain of Interest
  • Estimating Resources and Time
  • Phasing Enterprise Modeling/Planning With Ongoing Development
  • How the Models and Plan are Used
  • Enterprise Conceptual Modeling and Implementation/Migration Planning Critical Success Factors
• Workshops
  • Functional Business Modeling
  • Conceptual Data Modeling
  • Conceptual Transaction Modeling
  • Conceptual Distribution Modeling
  • Conceptual Technology Modeling
  • Implementation/Migration Planning

DURATION: 5 days

TARGET AUDIENCES: (recommended maximum number of attendees - 25)

• CIO, IS/IRM management
• Enterprise Modeling/Planning Project Participants
• IRM Executive Steering Group
• IS/IRM staff
• IS/IRM Organization which will inherit Models and Implementation/Migration Plan for ongoing maintenance and implementation

PREREQUISITES: Concepts of Information Resource Management