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Selling Metadata

Selling Metadata. Mike Crandall PNC ASIS&T Annual Conference May 15, 2004. Why Selling?. Metadata is mysterious Metadata is easy Metadata is expensive Metadata is not an obvious contributor to the bottom line Metadata is competing with technology solutions that have good sales forces

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Selling Metadata

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  1. Selling Metadata Mike Crandall PNC ASIS&T Annual Conference May 15, 2004

  2. Why Selling? • Metadata is mysterious • Metadata is easy • Metadata is expensive • Metadata is not an obvious contributor to the bottom line • Metadata is competing with technology solutions that have good sales forces • Metadata often doesn’t have a natural organizational home PNC ASIS&T Annual Conference

  3. So What to Do? • All of these issues need to be addressed for success in a metadata solution • As with any initiative, your organizational priorities will shape the best approach • Five components: • Define your scope • Know your competition • Use standards and best practices • Educate and communicate • Start small and show value PNC ASIS&T Annual Conference

  4. Define Your Scope • Start with a problem statement- what are you trying to solve? • Make sure this is something that the organization thinks is important • Quantify what it will take to succeed • How much metadata do you really need? • What are the short-term and long-term resources you’ll need to do this? • How long will it take to show success? • Who needs to buy in to ensure success? PNC ASIS&T Annual Conference

  5. A Short Example http://pacomputing.org PNC ASIS&T Annual Conference

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  10. Know Your Competition • Find out what other solutions could do the same thing you’re trying to do • Look outside and inside your organization • Be able to articulate why your approach is better than the others • Address cost, speed, resource allocation, quality, flexibility • Don’t start your project until you know why your solution is best and can justify that • Do this all the time!!!! PNC ASIS&T Annual Conference

  11. Use Standards and Best Practices • Standards and best practices help in many ways: • Establishing credibility • Reducing development time and rework • Providing a wider support base for your development efforts • But don’t let them constrict your efforts • Often in flux and you can’t wait • You will have local needs PNC ASIS&T Annual Conference

  12. Educate and Communicate • Be able to articulate what you’re trying to achieve in terms a non-specialist can understand • Don’t speak metadata, speak outcomes • Make sure you talk to your stakeholders, not yourself • Use reporting opportunities to show progress in concrete terms • Establish a formal relationship with your sponsors and users PNC ASIS&T Annual Conference

  13. Sponsors Ensure participation Business Owners Drive requirements Knowledge Architecture Board Communicate and Validate Information Services Architect, build and manage service An Example PNC ASIS&T Annual Conference

  14. Start Small and Show Value • Don’t try to solve all your problems at once • If you’ve scoped properly, you should be able to quickly demonstrate results • Use your early successes to build support and tackle larger problems • Pick areas that offer high visibility and ease major pain • Make sure you let people know what you’ve done- inside and outside the organization PNC ASIS&T Annual Conference

  15. Evidence of Success PNC ASIS&T Annual Conference

  16. Another Example • Microsoft’s internal portal invested heavily in taxonomies for navigation and search- here’s the results (early 2000): • A 62% reduction in the number of clicks • An average of 16 seconds saved per task • An 11% increase in task success rate • High employee satisfaction with the site • 42% VSAT in a field survey • Only 4% DSAT on same survey PNC ASIS&T Annual Conference

  17. Summary • Approach metadata like any investment • The more your work fits the business needs, the more support you’ll get • Show value as quickly as possible • Demystify your work- make it concrete and available to key stakeholders • Always focus on the results you’re looking for • Stay as simple as you can and still deliver PNC ASIS&T Annual Conference

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