Data Exchange Design and Implementation Best Practices

1. Data Exchange Design and Implementation Best Practices Critical Factors for the Development of Successful Information Exchange Systems within the Network paradigm

2. Data Exchange Design and Implementation Best Practices My Qualifications:

3. Data Exchange Design and Implementation Best Practices So you have a better idea Plateau of Productivity Peak of Inflated Expectation Progress Slope of Enlightenment Peak of Infatuation Trough of Disillusion Trough of Distraction Trigger Time

4. Data Exchange Design and Implementation Best Practices • Organization and Planning • Requirements Gathering • Design and Build • Testing • Implementation!

5. Data Exchange Design and Implementation Best Practices • Organization and Planning • Your Model: • Sponsor – Mentor – Advocate • Team • The “Special One” • Your People: • Subject Area Experts • Technology Experts • Politics

6. Data Exchange Design and Implementation Best Practices • Organization and Planning • Your IT environment • In-house or contractors • Architecture/topology • “Enterprise” considerations • Flow responsibility • How will you collaborate? • Webex • Face to Face Meetings • Conference calls

7. Data Exchange Design and Implementation Best Practices • Organization and Planning Best Practices! • Flow Development Checklist • Schema • Schema Report • Data Exchange Template • Flow Configuration Document • Example Instance Documents • Change Control Spreadsheet • Schema Users Guide • Trading Partner Agreement • Additional tools or documentation

8. Data Exchange Design and Implementation Best Practices • Organization and Planning • Schema Assistance • Exchange Design Guidance and Best Practices • XML Design Rules and Conventions • XML Schema Design Tool • Sharable Schema Components/Core Reference Model • XML Architecture • Namespace, Naming, Versioning • NEW! Engagement process

9. Data Exchange Design and Implementation Best Practices • Organization and Planning • Data Exchange Template • Element Name and Description • Schema File Name, Module, Schema Path • Object Class, Property Term, Representative Term • XML Data Type • SSC - Data Standards Use • Business Rules - Validation Options • Target System Table/Field

10. Data Exchange Design and Implementation Best Practices • Organization and Planning • Flow Configuration Document • Introduction • Header and Payload • Exchange Configurations • Process and Feedback • Data Services

11. Data Exchange Design and Implementation Best Practices

12. Data Exchange Design and Implementation Best Practices • Requirements Gathering • Develop Objectives – agree & document • Explore EN components and services • Learn about XML tools - generally • Identify Security needs • Build Documentation • Roles • WWW.EXCHANGENETWORK.NET

13. Data Exchange Design and Implementation Best Practices • Design and Build • Schema mumbo jumbo • Data Exchange Template • Flow Configuration Document • Add to Documentation Package • Beg, Borrow, and Steal! • Roles • WWW.EXCHANGENETWORK.NET

14. Data Exchange Design and Implementation Best Practices • Testing • Refer back to Objectives • End to End testing • Plan once, then double it! • Add to Documentation • Roles • WWW.EXCHANGENETWORK.NET

15. Data Exchange Design and Implementation Best Practices • Implementation • Finalize Documentation and submit to the Exchange Network • Flow Development Checklist • Publicize! • Discovery Services • Plan for the next revision! • WWW.EXCHANGENETWORK.NET

16. Data Exchange Design and Implementation Best Practices

17. Data Exchange Design and Implementation Best Practices Questions? Contact: Tom Aten WWW.EXCHANGENETWORK.NET Bill: Details of exchange scenarios Large transactions sets Managing State Data Services Data Validation Doug: Sharable Schema Components