Introduction to MIKE2.0 An open approach to Information Management (www.openmethodology.org) Presented to DAMA Australia, Sydney September 2011 Kevin Moysey
Business Drivers The era of ubiquitous technology has lead to a new challenge - managing ubiquitous data. We now find that every client we work with has a major data challenge: Data quality is at the core of regulatory and customer pressures System failures are largely data not technology driven and can be mitigated by data rectification Better business intelligence is at the core almost every major business recommendation Data warehousing is now mainstream, not an afterthought, and is at the core of data convergence strategies A successful approach to IT transformation is data-dependent Meaningful, cost-effective business and technology change processes can only be achieved with a successful approach for information management. MIKE2.0 calls this Information Development. (DAMA s ) primary objective is to promote the understanding and practice of managing information as key business assets. 1 MIKE2.0 (www.openmethodology.org)
Who cares? 2 MIKE2.0 (www.openmethodology.org)
What is MIKE2.0? MIKE2.0 is available to anyone just go to www.openmethodology.org MIKE2.0 is open source (Creative Commons) and completely free It is not software (with one exception) Whether a vendor or user, you can build on MIKE2.0 MIKE2.0 is open source, not the vendors who use it It is in everyone s interest to use a common approach Everyone should contribute to our unique profession 3 MIKE2.0 (www.openmethodology.org)
Key Concepts What is MIKE2.0? MIKE stands for Method for an Integrated Knowledge Environment MIKE2.0 is a comprehensive approach to Enterprise Information Management MIKE2.0 brings together important concepts around Open Source and Web 2.0 What is SAFE? SAFE stands for Strategic Architecture for the Federated Enterprise SAFE is the architecture framework for the MIKE2.0 Methodology What is Information Development? Information Development is the key conceptual construct for MIKE2.0 Think about developing information just as you think about developing applications 4 MIKE2.0 (www.openmethodology.org)
Information Layer In MIKE2.0, Information is as important as business functions/processes and integration. While obvious when laid out in this way, it is amazing how few projects are engineered around the information. This is despite increasing evidence that 100% of projects with poor information engineering practices are deemed to be a failure. For more information see http://mike2.openmethodology.org/wiki/safe_architecture 5 MIKE2.0 (www.openmethodology.org)
Architecture blueprint 6 MIKE2.0 (www.openmethodology.org)
What s in MIKE2.0? MIKE2.0 is a delivery methodology for Enterprise Information Management projects. MIKE2.0 is a comprehensive methodology that can be applied across a number of different projects within the Information Management space, including those that apply to: Information Strategy & Governance Data Investigation and Re-Engineering Data Integration Data Migration Data Warehousing (traditional) Data Warehousing (real-time, services-oriented) Data Mart Consolidation Application-specific warehouses or migrations Master Data Management Data Convergence IT Transformation Enterprise Content Management MIKE2.0 has been built from the experiences of a number of projects around the world and with the input of many leaders in the area of Information Management. 7 MIKE2.0 (www.openmethodology.org)
What s in MIKE2.0 8 MIKE2.0 (www.openmethodology.org)
DAMA International DMBOK DM Functions 9 MIKE2.0 (www.openmethodology.org)
Schematic view of MIKE2.0 10 MIKE2.0 (www.openmethodology.org)
DAMA International DMBOK Functional Framework 11 MIKE2.0 (www.openmethodology.org)
DAMA International DMBOK environmental elements 12 MIKE2.0 (www.openmethodology.org)
Welcome to MIKE2.0 the home page (www.openmethodology.org) 13 MIKE2.0 (www.openmethodology.org)
A good place to start is the Wiki 14 MIKE2.0 (www.openmethodology.org)
Phases of MIKE2.0 Clicking on 5 phases of MIKE2.0 takes you to an introduction to the WBS, a good primer before launching into the usage model. 15 MIKE2.0 (www.openmethodology.org)
A typical usage model 16 MIKE2.0 (www.openmethodology.org)
With each subject fleshed out in full 17 MIKE2.0 (www.openmethodology.org)
Information Maturity Assessment (IM QuickScan) 18 MIKE2.0 (www.openmethodology.org)
For example: Data Quality 19 MIKE2.0 (www.openmethodology.org)
For example: Data Quality 20 MIKE2.0 (www.openmethodology.org)
For example: Data Quality 21 MIKE2.0 (www.openmethodology.org)
OMCollab 22 MIKE2.0 (www.openmethodology.org)
Next steps Go to www.openmethodology.org Read and comment on the blogs Participate in the forums and ask questions Explore the usage models Apply the SAFE architecture Contribute to the community Use the WBS in your projects, and insist your vendors do as well! 23 MIKE2.0 (www.openmethodology.org)
Further reading (apart from www.openmethodology.org) A good case study is in Groundswell Application examples can be found in Enterprise 2.0 Implementation Application of these techniques is described in Information Driven Business See www.infodrivenbusiness.com 24 MIKE2.0 (www.openmethodology.org)
Case Study DEEWR Information Management Strategy DEEWR was created on the 3 rd December 2007 as a result of a Machinery of Government (MoG) change after the November 2007 federal election Previous work with DEEWR included ICT Strategy, and comparison of DEST/DEWR merger with similar private sector merger costs and benefits. This provided some background understanding of the organisation and current IM situation. Information Management Strategy work started early in 2010 25 MIKE2.0 (www.openmethodology.org)
Case Study DEEWR Information Management Strategy DEEWR is large, broad and complex Over $43 billion total funds administered for FY11/12 Over 6,000 staff in Australia and overseas About 20 main locations across all states/territories Covering child care, schools, universities, employers, apprenticeships, indigenous employment, job seekers, unemployment, administration of 10 relevant Acts etc In one sense or another has entire population and all businesses as clients Responsible for supporting evidence-based policy decision-making and subject to FOI (so information management is critical) 26 MIKE2.0 (www.openmethodology.org)
Case Study DEEWR Information Management Strategy A key IM challenge Current reporting effective where there is direct ownership or a direct funding relationship with the information source and reporting is directly along lines of business New departmental information driver is reporting that correlates information across multiple lines of business to link programs driven from one line of business to metrics measured within another line of business 27 MIKE2.0 (www.openmethodology.org)
Case Study DEEWR Information Management Strategy Project Focus Engagement scope was explicitly expressed as Phase 1 in MIKE2.0 terms Senior sponsor was already familiar with and actively promulgating MIKE2.0 within DEEWR 28 MIKE2.0 (www.openmethodology.org)
Case Study DEEWR Information Management Strategy Deliverable map DELIVERABLES REQUESTED PROJECT DELIVERABLES MIKE2.0 RESOURCES Requested deliverables were directly as stated in MIKE2.0 Phase 1 Project Charter Initial Delivery Plan Strategic Business Vision Strategic Critical Success Factors Strategic Success Measures Initial High-Level Information Requirements Initial Conceptual Data Model Current - State Application Portfolio Current - State Information Process Infrastructure Maturity Assessment Information Maturity Assessment Current - State Conceptual Architecture Guiding Principles Scope of Data Governance Programme Established Data Governance Team Established Data Governance Communications Plan Future-State Conceptual Architecture Findings on People, Organisation and its Capabilities Future State Business Alternatives Programme Business Case ADDITIONAL DELIVERABLES NOT REQUESTED Project overview Methodology overview and training Maturity assessment overview Project charter Strategic business requirements Current State and QuickScan Maturity Assessment Information Leadership and Governance Framework Future State Vision for Information Management Business Blueprint Project Summary Information and Application Register Conceptual Information Map Overview and training materials Processes and techniques Deliverable templates Tools or other usable artefacts Content or significant examples MIKE2.0 was used as the main framework and the core for the current state assessment, but with significant supplementation in regard to content and detailed processes LEGEND FOR MIKE2.0 RESOURCES Outside MIKE2.0 scope Resource not available in MIKE2.0 Available in MIKE2.0 but not used Available in MIKE2.0 and drawn upon Available in MIKE2.0 and fully used Methodology familiarisation and training material used with DEEWR was entirely produced directly from MIKE2.0 content. 29 MIKE2.0 (www.openmethodology.org)
Case Study Various clients using the Maturity Assessment Engagement types include: Information management strategy Enterprise content management strategy Master data management BI strategy The common theme is the need to assess the current state using a framework to structure the scope and process Example clients include: Department of Education Employment and Workplace Relations Queensland Health Co-operative Bulk Handlers The Arts Centre Edith Cowan University Fosters Assessment scope and approach may be tailored 30 MIKE2.0 (www.openmethodology.org)
Case Study Various clients using the Maturity Assessment Complete the questionnaire using various approaches 31 MIKE2.0 (www.openmethodology.org)
Case Study Various clients using the Maturity Assessment Copy the answers into the response column of the assessment engine 32 MIKE2.0 (www.openmethodology.org)
Case Study Various clients using the Maturity Assessment Select each dimension tab to get radar chart 33 MIKE2.0 (www.openmethodology.org)
Case Study Various clients using the Maturity Assessment Paste charts and add commentary into maturity assessment report template 34 MIKE2.0 (www.openmethodology.org)
MIKE2.0 Home page http://mike2.openmethodology.org/ 35 MIKE2.0 (www.openmethodology.org)
MIKE2.0 Log in home 36 MIKE2.0 (www.openmethodology.org)
MIKE2.0 places to start Useful links: Document Contents Where in MIKE2.0 Introductory_Training_on_the_MIKE2.0 _Methodology.pdf MIKE2.0_Overall_Task_List.xlsx An extensive set of slides covering the basics of MIKE2.0 context, principles, structure and content. Complete list of tasks across all MIKE2.0 solution offerings. http://mike2.openmethodology.org/wiki/tutorials http://mike2.openmethodology.org/wiki/overall_task_list assessment_questions.xlsx The IM Quickscan questions http://mike2.openmethodology.org/wiki/quickscan_ms_office_survey Assessment_Engine.xlsx MIKE2.0 WIKI A spreadsheet into which the answers to the IM Quickscan questions can be pasted that does all the charting of results. A portal that provides a good starting point for MIKE2.0 http://mike2.openmethodology.org/wiki/quickscan_ms_office_survey http://mike2.openmethodology.org/wiki/mike2.0_methodology Some possible actions: Action How Where in MIKE2.0 Register as a MIKE2.0 member Submit some content Execute an IM Quickscan for your organisation Go to the MIKE2.0 homepage. Complete and submit the registration panel at the right of the screen. Review the contribution model and the contribution guidelines. Log-on to MIKE2.0 by clicking Login button in menu bar at top right of screen. Contribute something Compete the Quickscan questions Cut and paste answers into assessment engine and review the charts in each tab. http://mike2.openmethodology.org/ http://mike2.openmethodology.org/wiki/mike2:contribution_model http://mike2.openmethodology.org/wiki/mike2:contribution_guidelines Can login from anywhere in MIKE2.0 http://mike2.openmethodology.org/wiki/mike2:ways_to_contribute See links above. 37 MIKE2.0 (www.openmethodology.org)
A match made in heaven? 38 MIKE2.0 (www.openmethodology.org)
2010 Deloitte Touche Tohmatsu