Metadata Toolkit

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Find options to overcome the challenges and establish effective metadata management in your data warehouse environment

 

Did you succeed in loading the data defined in your Metadata model?

What Metadata standard should be used to document the data?

Why does data include standard Metadata?

Is there a way to extract Metadata about the data owner at ingestion stage?

How will Metadata affect a users understanding of data?




...Find the answers to these, and more, questions with this Metadata Toolkit:

  • Synchronize your Metadata so that the online link automatically updates if you change the location of the data.
  • Establish linkages or relationships between Metadata objects from different data sources.
  • Go forward with the Metadata model and the tools in your organization.
  • Choose how to model your Metadata.
  • Configure the solution to enforce your Metadata and taxonomy standards.
  • Represent taxonomy and Metadata in your CMS.
  • Know if the Metadata in your website is setup correctly.
  • Manage your models and Metadata.
  • Add descriptive Metadata to your content.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Metadata Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Metadata related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Metadata specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Metadata Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Metadata improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Are you able to provide assurance that the audit trail will be maintained over the retention period of its associated data regardless of upgrades to the software or operating system?

  2. Are you able to provide assurance that the data and its associated metadata will be maintained over the retention period regardless of upgrades to the software or operating system?

  3. Does the policy provide sufficient provisions for the preservation of descriptive and technical metadata, including metadata related to information classifications?

  4. Is there metadata available regarding the content of the inactive information store, and if so, is it possible to access and review the metadata?

  5. Will there be appropriate forms of metadata for the derived definition elements that can be specified for different applications and databases?

  6. Is the repository of your choice suitable for permanent storage / long-term archiving, ensuring your data are permanently stored and reusable?

  7. Is the service equipped with all of the necessary metadata required for it to be easily located and understood by composition designers?

  8. Which metadata are required to support your organization in dealing with change over time, given that tacit knowledge might be lost?

  9. What data/metadata can be readily incorporated into the data platform at the MVP level from an availability/ethical perspective?

  10. Who will be the users of the base data, and what are present and possible future needs to access and use that base data?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Metadata book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Metadata self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Metadata Self-Assessment and Scorecard you will develop a clear picture of which Metadata areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Metadata Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Metadata projects with the 62 implementation resources:

  • 62 step-by-step Metadata Project Management Form Templates covering over 1500 Metadata project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Is trend analysis performed on expenditures made by key employees and by vendor?

  2. Project Portfolio management: When starting a new PMO, what are the steps that need to be taken to have a final resource portfolio?

  3. Process Improvement Plan: Modeling current processes is great, and will you ever see a return on that investment?

  4. Activity Duration Estimates: Does a process exist to identify which qualified resources may be attainable?

  5. Procurement Management Plan: Have all involved Metadata project stakeholders and work groups committed to the Metadata project?

  6. Stakeholder Management Plan: Is there general agreement & acceptance of the current status and progress of the Metadata project?

  7. Planning Process Group: Is the identification of the problems, inequalities and gaps, with respective causes, clear in the Metadata project?

  8. Variance Analysis: At what point should variances be isolated and brought to the attention of the management?

  9. Project Performance Report: To what degree will the team adopt a concrete, clearly understood, and agreed-upon approach that will result in achievement of the teams goals?

  10. Responsibility Assignment Matrix: Wbs elements contractually specified for reporting of status (lowest level only)?

 
Step-by-step and complete Metadata Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Metadata project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Metadata project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Metadata project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Metadata project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Metadata project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Metadata project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Metadata project with this in-depth Metadata Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Metadata projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Metadata and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Metadata investments work better.

This Metadata All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Metadata Checklist Report on DATA.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Metadata_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Metadata Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Metadata.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Metadata Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

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