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

OVERVIEW OF INFORMATION RESOURCE MODELS AND IMPLEMENTATION/MIGRATION PLANNING

Clear, well-defined Conceptual Models and a well-defined Implementation/Migration Plan are two of the Six IRM Critical Success Factors for a viable and effective IRM environment. This informational (not skill-building) seminar provides a complete description of the purpose, form and content of each of the Enterprise Conceptual-level Models which are required to effectively blueprint/architect the integrated information resources (data, applications, and technology) which are the goal of the IRM approach. It is often presented in conjunction with the IRM seminar to any audience which desires to understand the idea of models or architectures more fully. Examples of each type of model are shown so that the attendee can grasp the purpose, form and content of each, and of the Implementation/Migration Plan. Details about the planning, leadership, logistics, participants, and estimating guidelines for the actual modeling project are presented. Different strategies are presented for planning the orderly migration from (replacement of) legacy systems to the desired information environment portrayed by the models.

TOPICAL OUTLINE:

• Distinguishing Models from Plans
  • Different Types of Models - An Architectural Framework
• The IRM Conceptual Models
  • Functional Business Model (What we do)
    • Purpose, Form, Content
    • Example Diagram and Definitions
    • How the Functional Model is Used
  • Business Organizational Model (Who does it)
  • Business Location Model (Where do we do)
  • Conceptual Data Model (Entities/Relationships About Which Data We Keep)
    • Purpose, Form, Content
    • Example E/R Diagram
    • Example Entity Definition
    • Example Relationship Definition
    • How the Conceptual Data Model is Used
  • Application/Conceptual Transaction Model (Automated C,R,U,D Transactions Required)
    • Purpose, Form, Content
    • Different Levels of Model Detail and Implications
    • Example Level 1 Application Definition
    • Example Level 2 Application Definition
    • Example Level 3 Conceptual Transaction Definition
    • Example Level 4 Factored Transaction Definition
    • How the Conceptual Applications Model is Used
  • Conceptual Distribution Model (Where Data and Transactions Should be Physically Located)
    • Purpose, Form, Content
    • Data Distribution Modes
    • Transaction Distribution Modes
    • Example Distributed Transaction Node Definition
    • Example Distributed Data Node Definition
  • Conceptual Technology Model (Where Hardware, Operating Software and Network Links/Hardware Must Reside)
    • Purpose, Form, Content
    • Technology Model Components
    • Example Technology Component Definition
    • How the Technology Model is Used
• The Implementation/Migration Plan
  • Purpose, Form, Content
  • Sequencing the Implementation/Migration Projects
  • Example Master Plan Network
  • Example Development 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 Modeling/Planning Project Work Flow
  • The Participants and Their Roles
  • Determining Modeling/Planning Boundaries
  • Phasing Modeling/Planning With Ongoing Development
  • How the Models and Plan are Used and Maintained
  • Modeling and Planning Risk Factors

DURATION: one to two days, depending upon level of detail required.

TARGETED AUDIENCES: (no recommended maximum number of attendees)

• Senior Enterprise Management, CIO, Executive Information Steering Group
• Mid-Level Enterprise Managers
• IS/IRM Management
• IS/IRM Staff

PREREQUISITE: Concepts of Information Resource Management

RECOMMENDED: Transition to the IRM Environment