5 Day Advanced Data Modeling, Universal Patterns, Universal Data Models and Data Management Course Outline


1. Introduction to Advanced Data Modeling, Patterns, Universal Data Models, and Enterprise Data Management

  • Overview of data management and data modeling
  • What is needed for advanced data modeling
  • What are Universal Patterns?
  • What are Universal Data Models (UDM)? What are the benefits?
  • Examples of how other organizations have used UDM and Patterns
  • Data warehousing, master data management, metadata management, data quality, enterprise data governance,

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.

2. Advanced Data Modeling Concepts

       Types of data models to use, their purpose and nature

       Abstract versus specific modeling

       Variations on data modeling standards

       Modeling subtypes

       Modeling business rules

       Definitions for entities and attributes

       Modeling systems information

       Surrogate keys versus natural keys

       Modeling historical information

       Who makes the final modeling decision?

       Guidelines for converting logical to physical


3. Universal Patterns – Powerful, advanced, essential concepts in data modeling

  • Roles
    • Declarative roles
    • Exercise: Applying roles
    • Contextual roles
    • Exercise: Applying roles
  • Statuses
    • Statuses modeled specifically
    • Statuses modeled abstractly
    • Exercise: Applying recursions
  • Categorizations
    • Categorizations modeled specifically
    • Categorizations modeled abstractly
    • Exercise: Applying recursions
  • Hierarchies/recursions
    • Recursions modeled specifically
    • Recursions modeled abstractly
    • Exercise: Applying recursions
  • Type versus instance
    • Pattern for types versus instances
    • Applying type versus instance pattern
  • Rules
    • Pattern for modeling business rules
    • Applying business rules pattern

Case Study Exercise; Identifying and picking appropriate patterns



4.    People and Organization Data Models

  • Parties
    • Person models
    • Organizations models
  • Roles
  • Relationships between parties
  • Addresses and other contact management information
  • Facilities
  • Data modeling exercise – applying the models

5. Product Data Models

  • Product definition
  • Part definition
  • Features
  • Product and part components, substitutions, and obsolescence
  • Inventory and inventory item configurations
  • Product pricing and costing
  • Deployments
  • Data modeling exercise – applying the models

6. Orders and Agreements Data Models

  • Order header and items
  • Order header information such as status and terms
  • Orders 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
  • Data modeling exercise – applying the models

7. Delivery/shipments Data Models

  • Shipment header and detail information
  • Shipment method such as types of vehicles used in shipments
  • Order and shipment associations


8. Work Effort Data Models

  • Work efforts and project management
  • Work tasks and scheduling resources
  • Time entries
  • Process plans
  • Work Efforts Applied to projects, maintenance, productions runs other types of work
  • Data modeling exercise – applying the models

9. Invoicing, Payments, and General Ledger to Track Revenue and Costs

  • Invoice header and detail
  • Invoice and shipment association
  • Billing accounts and other invoicing information
  • Payments
  • General Ledger Accounts
  • Budgeting
  • Data modeling exercise – applying the models to your organization

10. Human resources models

  • Employment
  • Position
  • Reporting structures
  • Authorizations and responsibilities
  • Other human resources models
  • Data modeling exercise – Applying the models

11. Applying the UDM in various industries

  • How to extend the patterns and UDMs for use in various industries
  • Telecommunications
  • Manufacturing
  • Insurance
  • Health Care
  • Financial Services
  • Other industries



Enterprise Data Management Topics

12. Data Warehousing

  • Data warehouse architecture considerations
  • Practical Consideration for Using and Implementing patterns and universal data models in data warehousing
  • Transformation steps to converting the UDM to a data warehouse design
  • Workshop Exercise Enhancing an Existing Data Warehouse Design
  • Data mart method—a practical approach to designing data marts
  • Examples data mart designs using universal data models
  • Workshop exercise - Creating a data mart design using a universal data model

13. Master Data Management

  • What is master data management
  • Master data management strategies
  • Applying advance data models, patterns, universal data models to master data management solutions
  • Workshop exercise – Developing a master data management solution          

14. Metadata Management

  • What is meta data?
  • Why is it important?
  • Critical success factors
  • Best practices
    • Within data management
    • Meta data strategies
    • Meta data requirements
    • Meta data architectures
    • Industry standards
    • ROI
  • Workshop exercise

15. Enterprise Data Governance

·       What is enterprise data governance

·       How to really make integration happen!

  • What is needed for data integration and governance
  • Strategies for data governance
  • Human dynamics for data governance and data integration
    • Understand motivations
    • Have a clear, compelling, common vision
    • Integration requires trust
    • Gaining Involvement
    • Appreciate perspectives versus being right
  • Workshop Exercises

16. Course conclusion

            Summary of concepts and learnings