Using
Universal Data Models
To Jump Start
Your Data Modeling &
Data Warehouse Efforts

A hands-on workshop providing
data models customized for your organization


Presented by:
Len Silverston
Universal Data Models, LLC
Author of the bestseller
The Data Model Resource Book

INSTRUCTOR AND COURSE OVERVIEW
Len.GIF (88320 bytes) This course is delivered by Len Silverston, the founder of Universal Data Models, LLC (www.univdata.com), a firm dedicated to saving time and increasing the quality of database design and data warehouse efforts through the use of “template” or universal data models.

Len Silverston is an author, consultant, and speaker with over 24 years of experience helping organizations integrate their data and systems. He is the best-selling author of “The Data Model Resource Book” series, which describe over 230 reusable data models and which was rated number 12 on the Computer Literacy Best Seller List. Many of these universal data models are now licensed worldwide by Microsoft. His most recent book, which provides universal data models for various industries is currently being translated into Chinese. Mr. Silverston has been a columnist for Data Management Review, has published numerous data management articles, and has been a frequently invited speaker at many international conferences. He is the winner of the prestigious DAMA International Professional Achievement Award for 2004 and is a DAMA International Executive Board advisor.

Session 1 Covers:

  • How common data structures are modeled

  • Common pitfalls behind modeling these structures

  • “War stories” illustrating consequences of incorrect modeling

  • Effective data models and options for modeling these structures

  • How to customize the models for your organization

    Session 2 Covers:

  • Transformation rules for creating an enterprise-wide data warehouse design from a corporate data model

  • Practical examples of enterprise-wide data warehouse designs and how to develop them

  • Techniques for developing quality data marts and data analysis solutions in short amounts of time

  • Sample designs for common data mart applications such as sales analysis, financial analysis, and human resource analysis

Background
Clients often ask: “Are there any standard ways to model our common data structures? Surely we are not the first company to model standard constructs, like company and address information!”

Experience has shown that more than 60% of a data model (corporate or logical) or data warehouse design consists of common constructs that are applicable to most enterprises. This means that most data modeling or data warehouse design efforts spend as much as 60% of their time and budget creating constructs that have been built many, many times before! Doesn’t it make sense, then, to have a source for these common constructs? Get a head start on your data model or data warehouse design and stop “reinventing the wheel” each time you develop a new system!

Description
This interactive seminar walks you through the process of using common or “Universal Data Models” for data modeling and data warehousing. You will leave not only with the concepts behind these models, but also with actual models customized for your organization. We will examine many data modeling and data warehouse design pitfalls and learn how to avoid them. These models, hints, and techniques could save your organization millions of dollars in inevitable redevelopment costs!

This dramatically different seminar teaches data modeling by example. Other seminars focus on the techniques and methodologies behind data modeling; we believe a better approach is to learn by doing—you will build on the examples presented, to develop your own data models that you can use immediately to jump start your own efforts.

Session 1 covers effective data models that are common to most enterprises. This includes models for people/organizations, products, orders, agreements, delivery of products/services, invoicing, work efforts, accounting, budgeting and human resources. Although the terms may differ, data model constructs such as these have been used effectively across many industries.

Session 2 focuses on step-by-step instructions to transform logical or corporate data models into an architecturally sound data warehouse design. You will participate in using template or “Universal Data Models” to develop actual data warehouse and data mart designs that can be applied to your organization.

Who Should Attend
Data modelers, data warehouse designers, data analysts, data administrators, database designers, database administrators, database consultants and any other information systems professionals who need to be involved in data warehouse designs, data models, database designs, and data integration issues.
 
COURSE OUTLINE
Jump Starting the Data Modeling Effort
(Days 1 & 2)
Using Universal Data Models

Overview
  • Data modeling fundamentals and conventions
  • Introduction to the concept of Universal Data Models
  • Why and how to use Universal Data Models for corporate data modeling, database design efforts, quality assurance, and re-engineering modifications

The following sections include modeling techniques, pitfalls, “war stories” of incorrect modeling, and “best practice” techniques. Each section also includes a workshop in which you customize models for your organization.

1. People and Organization Data Models

  • Organizations
  • People
  • Relationships between parties
  • Addresses and other contact management information

2. Product Data Models

  • Product definition and classification
  • Product characteristics
  • Suppliers and manufacturer information
  • Inventory item storage
  • Product pricing and costing
  • Product components, substitution, and obsolescence

3. Order Data Models

  • Order header and line items
  • Order header information such as status and terms
  • Order line items and adjustments
  • Order dependencies (such as backorders or related purchase orders)
  • Order relationships such as bill to, ship to, taken by, placing party, etc.
  • Agreements and/or contractual terms

4. Delivery and Invoicing Data Models

  • Shipment header and detail information
  • Shipment method such as types of vehicles used in shipments
  • Order and shipment associations
  • Invoice header and detail
  • Invoice and shipment association
  • Billing accounts and other invoicing information

5. Work Effort Data Models

  • Requisitions and work orders
  • Work order roles
  • Work efforts and project management
  • Work tasks and scheduling resources
  • Time entries

6. Accounting and Budgeting Data Models

  • Chart of accounts
  • Accounting transactions and detailed entries
  • Budgeting
  • Commitments against budget
  • Budgeting relationships to general ledger

7. Human Resources Data Models

  • Position fulfillment
  • Position reporting relationships
  • Positions, authorizations, and responsibilities
  • Position types

8. Summary—Using the Models in the Real World

  • Notes on physically implementing the models
Jump Starting the Data Warehouse Effort
From Data Models to the Data Warehouse and Data Mart

1. Progressing from the Corporate Data Model to the Data Warehouse

  • Data warehouse architecture—discussion of various options
  • Moving the corporate data model to the data warehouse design
  • Moving from the data warehouse design to the data mart

2. Using Universal Data Models to Create the Data Warehouse Design

  • Transformation rules and steps to convert the corporate data model to the data warehouse design
  • Detailed transformation examples
  • Explain sample data warehouse design

3. Workshop Exercise #1

  • Enhancing an Existing Data Warehouse Design

4. Using Universal Data Models to Create Data Marts

  • Data mart method—a practical approach to designing data mart
  • Learn how to gather requirements, define scope and design effective data marts

5. Universal Data Model Applications for Data Marts

  • How to use Universal Data Models to design a sales analysis data mart
  • How to use Universal Data Models to design a human resources data mart

6. Workshop Exercise #2

  • Creating a Financial Analysis Data Mart using a Universal Model
In-house Seminars & Consulting
This and other seminars on data warehousing, data modeling, and data architecture are available to be conducted on-site at your organization. Additionally, Universal Data Models, LLC offers a complete Universal Data Model repository and consulting services dedicated to providing quality data integration consulting, template data models, and template data warehouse designs. Call us at (303) 688-1412 or visit our website at www.univdata.com for more information.