to Meaning Putting Metadata to Work

SANDHILL CONSULTANTS Glossary vs. Dictionary vs. Catalog

Business Glossary A business glossary is business language-focused. Business terms define what each term means in a business context. The business glossary is managed by the business rather than by technology. Dictionary A data dictionary is technology language-focused. The descriptions and technical details about data storage and movement. The data dictionary includes details about the metadata such as data type, length, lineage, transformations, and other pertinent details. The Data Dictionary is managed by the technology organization. Data Catalog A data catalog presents connections between business glossary and data dictionary. The data catalog provides a single reference source for the location of any data set required for varying needs such as Operational, BI, Analytics, Data Science, etc. Assembling the data catalog is a collaborative effort requiring involvement from both business and technical expertise.

SANDHILL CONSULTANTS Business Glossary What does it mean?

SANDHILL CONSULTANTS Glossary Business Values

• To maximize the understanding of the core business concepts and terminology of the organization. • To minimize the misuse of data due to inaccurate understanding of the business concepts and terms. • To improve the alignment of the business organizations with the technology assets and organization. • To maximize the accuracy of the results to "searches" for business concepts, and associated knowledge. • To help decision makers find relevant and timely information to support the understanding and usage of metrics and KPIs.

SANDHILL CONSULTANTS Business Terms, Rules & Policies

Business Policy A statement of intent that drives the scope of business behavior and becomes the source for business rules. Business Rule Criterion used to guide operational business decisions. Business Term A word or group of words that has a limited meaning within a specific context.

SANDHILL CONSULTANTS Context is Everything

Order Meaning • Commerce: A confirmed request by one party to another to buy, sell, deliver, or receive goods or services under specified terms and conditions. • Banking: An instrument, such as a check or draft, through which its maker or issuer authorizes a bank or other financial institution to pay the stated sum to a named holder. • Law: An authoritative mandate, command, or direction issued by a court under it’s seal. • Finance: An investor's instructions to a broker or dealer to buy or sell an item in a specified manner.

SANDHILL CONSULTANTS Just Business Meaning

• Not when, how, or where the term is used • Not who uses the data referenced by the term • Not how to edit or process the data referenced by the term • Not the format the data stored in or other physical considerations related to the term • Not what hardware or software systems use the data related to the term

SANDHILL CONSULTANTS Sales Order Definition Example

A sales order is an internal document of the company, meaning it is generated by the company itself. A sales order should record the customer's originating purchase order which is an external document. Rather than using the customer's purchase order document, an internal sales order form allows the internal audit control of completeness to be monitored. A sequential sales order number may be used by the company for its sales order documents. The customer's PO is the originating document which triggers the creation of the sales order. A sales order, being an internal document, can therefore contain many customer purchase orders under it.

SANDHILL CONSULTANTS Sales Order Defined

Policy Sales orders must allow for internal audit control for completeness to be monitored for regulatory compliance Rules A sales order must record the customer's originating purchase order. A sequential sales order number must be used by the company for its sales order documents. A sales order may contain many customer purchase orders under it. Term A sales order is an internal document of the company used to authorize the sale of specified item(s) offered by the company for purchase.

SANDHILL CONSULTANTS Data Dictionary Where is it located

SANDHILL CONSULTANTS Data Dictionary Value

• Information about the structure of stored data • Information about data movement • Application of standards • Allowable values • Information about

SANDHILL CONSULTANTS Technical Specifications

SANDHILL CONSULTANTS Data Catalog Tracability

SANDHILL CONSULTANTS Data Catalog

Technology People & Business

SANDHILL CONSULTANTS Lineage and Impacts

SANDHILL CONSULTANTS Peter Drucker once said ……

• You can’t manage what you can’t • You can’t understand what you don’t define • You can’t find what you don’t name • You can’t predict what is not consistent

SANDHILL CONSULTANTS Questions?

SANDHILL CONSULTANTS SANDHILL CONSULTANTS