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Witches Brew Final Presentation. WOE is Audrey Alexander, Gitika Gupta, John Ison, Madhuri Pinnamaneni, & Kathy Richardson IMT 589, Winter 2006. Established originally in Salem, Massachusetts, 1692. Domestic micro cap company ($50-300 million capitalization) ~2,000 employees
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Witches Brew Final Presentation WOE is Audrey Alexander, Gitika Gupta, John Ison, Madhuri Pinnamaneni, & Kathy Richardson IMT 589, Winter 2006
Established originally in Salem, Massachusetts, 1692. Domestic micro cap company ($50-300 million capitalization) ~2,000 employees 4 Geographic Regions, 36 cafes opened nationwide as of 2006 Welcome to "Witches Brew" Inc. Home of "Wicked Good Coffee"! IMT 589 "Witches Brew" Team Zeta
Enterprise Metadata Primary Goals • The schema is designed to facilitate the creation and exchange of information within and the context of Witches Brew enterprise. Specifically a strategy focusing on implementing a enterprise metadata schema would: • Reduce information costs • Provide an ability to manage information across the enterprise • Support domestic market growth and allow for eventual global growth. • Create an information interface allowing Witches Brew to communicate with its vendors and clientele. IMT 589 "Witches Brew" Team Zeta
Metadata Beneficiaries • Company Portal • Intranet, extranet, internet websites “WitchesWEB” • Content Management System team • CMS system “Black Cat” • HR team • HR IT system “Book of Souls” • Enterprise Resource Planning • ERP system “Eye of Newt” • Customer Relationship Management • CRM system “Cauldron” IMT 589 "Witches Brew" Team Zeta
Approach • Criteria for role groups • Aggregated criteria • Element creation • Validation • Grouping • Content classes • Refine schema IMT 589 "Witches Brew" Team Zeta
The Schema Model • Function drives design • “Flat” provides loose coupling and flexibility • “Faceted” – promotes categorization across the enterprise • “Hierarchical” – supports rich controlled vocabularies IMT 589 "Witches Brew" Team Zeta
Schema Taxonomy IMT 589 "Witches Brew" Team Zeta
Schema Classes IMT 589 "Witches Brew" Team Zeta
Schema Elements • Two source namespaces • Dublin Core (DC) • DC.Audience • DC.Format • DC.Type • Witches Brew (WB) • WB.Category • WB.Role • WB.Product • WB.Encryption IMT 589 "Witches Brew" Team Zeta
Schema Authority Control • Controlled Vocabularies • Specifications • RFC – Request for Comment • ISO – International Standards Organization • Domain • Active Directory (AD) • Access Control List (ACL) IMT 589 "Witches Brew" Team Zeta
Search & Navigation Process & Issues • Process • Searching and browsing performed in the context of each Information System silos. • Individuals and systems within Information System silos use their own language to describe common items. • Issues • Lost Information - spread across four Information System silos. • Customer Management (CRM) • Enterprise Resource Planning (ERP) • Human Resources (HR) • Content Management System (CMS) • Chaos – lack of a common language as key vocabularies are not synchronized nor controlled. IMT 589 "Witches Brew" Team Zeta
Search & Navigation Updates • What’s changing? • Creation of afaceted taxonomy to support browsing categories • Person • Product • Content (Item) • Organization • Process • Vocabulary is being standardized across the enterprise through authority control • What’s not changing? • Legacy systems IMT 589 "Witches Brew" Team Zeta
Search & Navigation Benefits • Information can now be browsed across the four information silos • Customer Management (CRM) • Enterprise Resource Planning (ERP) • Human Resources (HR) • Content Management System (CMS) • Common language assists searching IMT 589 "Witches Brew" Team Zeta
End User Process & Issues • Process • End users rely on intranet • workgroup website for project related information • company internal websites • Issues • Accessing company information easily • Accessing personal information securely • Finding contacts within the company easily • Looking up customer information • Accessing corporate resources IMT 589 "Witches Brew" Team Zeta
End User Updates • What’s changing? • Searching information • Browsing information • Protecting personal information • Viewing current and authentic information • Sharing information • What’s not changing? • Access to the information they need IMT 589 "Witches Brew" Team Zeta
End User Benefits • Ability to use the portal as a one-stop place for all information • Confidence in search results and browsing capabilities • Ease of use • Satisfying user experience IMT 589 "Witches Brew" Team Zeta
HR Process & Issues • Process • Primarily protects data about individuals in the company • Manages the employee records system for the company • Authority over all human resources information • Authority over the source of record for information related to people within the company • Issues • Security • Privacy • Primacy • Timeliness • Accuracy IMT 589 "Witches Brew" Team Zeta
HR Updates • What’s changing? • Rights access granted to appropriate individuals and managers • Standardized data supports aggregation of information • Timeliness and accuracy of employee data available to other systems much easier to control • What’s not changing? • HR IT still controls access to employee information through HR applications • Maintains security and privacy of individual information IMT 589 "Witches Brew" Team Zeta
HR Benefits • Exposes needed HR information and documents for all employees easily • Reinforces security and privacy issues for employees • Ensures timeliness and accuracy of employee data to other systems • Ensures controlled access IMT 589 "Witches Brew" Team Zeta
CMS Process & Issues • Process • Well established content publishing and approval process • CMS system (“Black Cat”) • Issues • Synchronizing people, products, publications • Keeping track of staffing changes • Sharing content with internal audiences IMT 589 "Witches Brew" Team Zeta
CMS Updates • What’s changing? • Product, people, publications managed at enterprise level • Workflow “building blocks” standardized • We will need to add more data about rights, encryption, and accessibility standards to our content • What’s not changing? • We keep our CMS and production methods • Same internal workflows (editing, quality control) IMT 589 "Witches Brew" Team Zeta
CMS Benefits • No more product name nightmares • Reduces duplicate data entry (people, products, etc.) • Metadata that we manage is only what is directly applicable to us • Ability to use workflow enterprise-wide IMT 589 "Witches Brew" Team Zeta
Integration Process & Issues • Process • Currently there is no process • Created new Integration Team under IT • Issues • Rapid Growth • Lots of “information silos” • Balancing everyone else’s needs and issues to achieve a common goal IMT 589 "Witches Brew" Team Zeta
WWW BusinessProcesses Integration of People, Content and Processes at Internet Speed Witches Council People Content IMT 589 "Witches Brew" Team Zeta
Intranet Internet WitchesWEB Portal HR Integration Framework IMT 589 "Witches Brew" Team Zeta
Integration Updates • What’s changing? • Form Witches Council • Create Enterprise Metadata Schema • Address 5 areas: Project Administration, Content, Security, Change Control, Display & Accessibility • Engage stakeholders to agree on common goals • Facilitate collaboration and communication • Introduce new processes and system (SchemaLogic) • What’s not changing? • Stakeholders still retain primary control & ownership over their information IMT 589 "Witches Brew" Team Zeta
Integration Benefits • Provides strong framework for managing and delivering appropriate information to end users • Standardizes shared information • Supports future growth of WitchesWEB for internal and external users IMT 589 "Witches Brew" Team Zeta
Obstacles • May all your problems be technical —Jim Gray, Microsoft Corp, 1998 Turing Award winner • Common understanding of terminology • Running in circles makes one dizzy! • Competing interests • Ourselves – IMT 589 "Witches Brew" Team Zeta
Lessons Learned • Metadata is hard • Keep it simple, justify complexity • Focus on what you need/use now • Be thrifty with your “wish list” • Return to the requirements as you iterate • Think about what the technology can support IMT 589 "Witches Brew" Team Zeta
Resources • A few of our resources…. • Tannenbaum and Bedford approaches • Scenarios & Evaluation Criteria • Dublin Core & Stu Weibel • IMT 530 • Affinity diagramming! IMT 589 "Witches Brew" Team Zeta