Information Architecture is perhaps your most comprehensive and challenging IT initiative due to the patchwork of systems and processes that have evolved over decades. Oracle Enterprise Architects have helped organizations rebuild their information foundations and modernize business practices by using a disciplined architecture methodology and relying on Oracle's IA products. This pitch is part of an enterprise architecture webcast series designed to explain how Oracle approaches large scale, complex IT initiatives. In this case, a complete redesign of core financial industry business process and supporting analytics—by designing-in data quality, lineage, security, and transparency. This pitch was part of a webcast. Listen to it here: http://www.oracle.com/go/?&Src=7011660&Act=45&pcode=WWMK10035349MPP006

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

2. Your Oracle Host
Helen Sun, Ph.D.
Director
Oracle Enterprise Architect
© 2011 Oracle Corporation – Proprietary and Confidential
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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
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4. Agenda
• Information Architecture Challenges
Mastering • Applying an EA Approach
Information • Customer Case Study
Architecture
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
© 2011 Oracle Corporation – Proprietary and Confidential
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5. Volatility Demands Quality Data
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6. Value of Corporate Data
Still Not Fully Realized
80% 50% 63% 15% 22%
Significantly Help their Biggest Have applied Frontline
improve their company grow challenge is best practices managers have
ability to react revenues sharing data using data access to data
quickly to across the strategically
market enterprise
changes and
improve
customer
service
© 2011 Oracle Corporation – Proprietary and Confidential
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7. Difficulty in Predicting Future Outcomes
How Far Out Can You Forecast?
Less than 2 Weeks 31%
1 Quarter 39%
2 Quarters 19%
3 Quarters or More 11%
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8. Data Silos Inhibit Effective Collaboration
Analyses, Reports
Executives
Sales Marketing Operations Finance
Sales Marketing Operations Operations Finance Finance
Data Data Data 1 Data N Data 1 Data N
IT Data
Warehouse
• Delayed, inaccurate reporting • Lack of business performance insight
• Conflicting, department-biased results • Sub-optimal enterprise performance
© 2011 Oracle Corporation – Proprietary and Confidential
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9. Many Opposing Forces in EIM
Process Evolution
Performance Accuracy
Unstructured Quality
Structured Lineage
Storage Unified Integrity
Theory BI Tools
Consistency
of Manageability
Governance
Metadata
Reference Data Everything
Politics
Master Data Warehouses
Security Data Marts
Privacy Excel Real-Time
© 2011 Oracle Corporation – Proprietary and Confidential
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10. Many Opposing Forces in EIM
Business View
More
Better
Unified
Theory
Faster
of
Everything
NOW!
© 2011 Oracle Corporation – Proprietary and Confidential
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11. What Can We Do?
Challenges of Information Architecture
• Users
• Tools
• Integration
• Quality
• Consolidation
• Governance
© 2011 Oracle Corporation – Proprietary and Confidential
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12. Agenda
• Information Architecture Challenges
Mastering • Applying an EA Approach
Information • Customer Case Study
Architecture
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
© 2011 Oracle Corporation – Proprietary and Confidential
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13. Oracle’s Practical Approach
Reduces Risk, Accelerates Results
• Driven by business strategy
• Iterative, agile EA approach
• Aligns with customer and
Oracle Enterprise
Architecture Framework industry frameworks
– Leverage best practice business
models and reference
architectures
– Achieve sustainable results with
pragmatic governance
Oracle Architecture
Development Process
© 2011 Oracle Corporation – Proprietary and Confidential
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14. Oracle’s Practical Approach
Reduces Risk, Accelerates Results
Oracle Enterprise
Architecture Framework
Oracle Architecture Information Architecture Components
Development Process
© 2011 Oracle Corporation – Proprietary and Confidential
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15. Oracle’s IA Product Strategy
Comprehensive Best-of-breed, Integrated Approach for Managing & Unifying Information
Industry Process Models
Metadata Management, Business Rules, Policies,
Transaction Business Content
Application and Data Services Collaboration
Processing Intelligence Management
Services
Services Services Services
Identity Management
Governance and ILM
Access Management Entitlements Directory Services Provisioning
EIM Infrastructure
Customer Hub Product Hub Supplier Hub Financial Hub Custom Hub Oracle DRM
Predictive Analytics
EPM applications
BI applications
Oracle MDM
Product Data Quality
Customer Data Quality
Oracle Data Integration
Suite Oracle EPM/BI
ETL/ELT CDC Data Federation Data Replication BI Server Foundation
Infrastructure Services Backup, Recovery, Archiving Data Encryption, Access HA, Disaster Recovery
Storage Data Warehouse/ OLTP OLAP Cube Files and Web 2.0 Web and Event
Data Mart System Content Management Services, SOA
© 2011 Oracle Corporation – Proprietary and Confidential
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16. Agenda
• Information Architecture Challenges
Mastering • Applying an EA Approach
Information • Customer Case Study
Architecture
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
© 2011 Oracle Corporation – Proprietary and Confidential
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17. Case Study: Financial Services
Portfolio Rationalization
Scope: Re-engineering the Core Information Architecture
Business Goals
• Reduce closing cycle from 35-50 days
• Complete re-engineering of processes
• Ensure data reliability & governance
• Provide basis for agility and innovation
Challenges
• Hardcoded accounting rules
• Complex, heterogeneous portfolio
• No centralized data quality strategy
• Never rationalized portfolio
© 2011 Oracle Corporation – Proprietary and Confidential
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18. Architecture Vision
Business Strategy Map
Architecture
Vision
Oracle Architecture
Development Process
EA Best Practice
Clarity of Scope
and Constraints
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19. Architecture Vision
Information Architecture Principles
Principle Description
Information Information needs to be managed and
as an Asset treated the same way as physical asset.
Value and Risk A classification of an information asset’s
Classification value and risk should be the foundation
on which its management and
governance is based.
Architecture Single Version Data should only be collected once
Vision of Truth electronically within a single interface,
and shared across systems.
Minimum Quality Quality requirement needs to be set for
information assets.
Information has All business data needs to have an
Authoritative authoritative source.
Sources
Information Information needs to be secure
Security throughout its lifecycle.
Oracle Architecture Information Information is accessible for users to
Development Process
Accessibility perform their functions.
Data Every data item has one person or role
Stewardship as ultimate custodian.
EA Best Practice
Metadata Driven Information architecture needs to be
Principles enable creativity & buy-in metadata driven.
without onerous mandates Measurement
for Quality
Quality of data will be measured.
© 2011 Oracle Corporation – Proprietary and Confidential
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20. Current State
Business / Technical Data Context Diagram
Current
State
Oracle Architecture
Development Process
EA Best Practice
Maintain business context
© 2011 Oracle Corporation – Proprietary and Confidential
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21. Current State
Business Process – Information Map
Current
State
Oracle Architecture
Development Process
EA Best Practice
Maintain business context
© 2011 Oracle Corporation – Proprietary and Confidential
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22. Current State
Composite View
Current
State
Oracle Architecture
Development Process
EA Best Practice
Think holistically about the
cost and complexity of change
© 2011 Oracle Corporation – Proprietary and Confidential
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23. Future State
Business / Technical Data Context Diagram
Future
State
Oracle Architecture
Development Process
EA Best Practice
Do not be 100% aspirational
© 2011 Oracle Corporation – Proprietary and Confidential
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24. Future State
Business Process – Information Map
Future
State
Oracle Architecture
Development Process
EA Best Practice
Business impact of new architecture
© 2011 Oracle Corporation – Proprietary and Confidential
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25. Future State
Composite View
Future
State
Oracle Architecture
Development Process
EA Best Practice
It’s never about the picture!
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26. Strategic Roadmap
Capability Implementation Timelines
Strategic
Roadmap
Oracle Architecture
Development Process
EA Best Practice
Focus on the Value: Capability Realized
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27. Strategic Roadmap
Implementation Options
Strategic
Roadmap
Oracle Architecture
Development Process
EA Best Practice
Balance Business Value & Feasibility
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28. Governance
EA
Governance
Oracle Architecture
Development Process
EA Best Practice
Institutionalize Accountability and Transparency
© 2011 Oracle Corporation – Proprietary and Confidential
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29. Business Case
Business
Case
Oracle Architecture
Development Process
EA Best Practice
Revisit often to stay on track
© 2011 Oracle Corporation – Proprietary and Confidential
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30. Agenda
• Information Architecture Challenges
Mastering • Applying an EA Approach
Information • Customer Case Study
Architecture
• Best Practices
– Managing EIM Project / Program Risks
– Iterative Data Governance
© 2011 Oracle Corporation – Proprietary and Confidential
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31. List of Potential Risks
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
© 2011 Oracle Corporation – Proprietary and Confidential
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32. Data Governance Maturity Model
Maturity and Adoption
Optimized Maturity
Level Transform
Advanced
Standardized
Expand
Managed
Initial Explore
Governance Adoption Level
None
None Project Program Division Cross Enterprise
Level Level Level Divisional Wide
© 2011 Oracle Corporation – Proprietary and Confidential
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33. Governance Activity
Three phases in governance activity as Maturity Increases
Explore Expand Transform
Maturity
Governance
Model
Organization Business
Benefit
Business
Engagement
Scope Reuse
Data Solution &
Service Portfolio
Data Mgmt
Infrastructure
Getting started, laying foundations Increasing scale, repeatability; Ensuring sustainability
develop center of excellence implementing data services federated solutions
show early business benefit. dealing with change & sophistication optimized and maintained
© 2011 Oracle Corporation – Proprietary and Confidential
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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
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35. Mastering Information Architecture
• Taking an EA Approach
• Leveraging EA Best Practices
• Proactive Risk Management
• Iterative Data Governance
© 2011 Oracle Corporation – Proprietary and Confidential
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36. How Oracle Can Help
Leverage Oracle’s Portfolio of EA Assets
People Process Portfolio
Certified Architects, Practical Approach, Best Practices,
Experienced Advisors Proven Methodology Proven EA Artifacts
© 2011 Oracle Corporation – Proprietary and Confidential
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37. To Learn More
• 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
© 2011 Oracle Corporation – Proprietary and Confidential
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38. © 2011 Oracle Corporation – Proprietary and Confidential
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