Data Modeling Sessions

Creating a data model involves not only construction of the model, but also numerous fact-finding sessions that uncover the data and processes used by a business. Running good sessions, like running good meetings of any kind, depends on a lot of preparation, and “real-time” facilitation techniques. In general, modeling sessions should include the right mix of business and technical experts and should be facilitated. This means that they are scheduled well in advance, carefully planned to cover sets of focused material, and orchestrated in such a way that desired results are achieved.

When possible, it is highly recommended that modeling of function and data be done at the same time. This is because functional models tend to validate a data model and uncover new data requirements. This approach also ensures that the data model supports function requirements. To create both a function and data model in a single modeling session, it is important to include not only a data modeler, but also a process modeler who is responsible for capturing the functions being explored.

Session Roles

Formal, guided sessions, with defined roles for participants and agreed upon procedures and rules, are a must. The following roles seem to work well:

♦The facilitator is the session guide. This person is responsible for arranging the meetings and facilities, providing follow-up documentation, and intervening during sessions, as necessary, to keep them on track and control the scope of the session.

♦The data modeler is responsible for leading the group through the process of developing the model and validating it. The modeler develops the model, in real-time if possible, in front of the group by asking pertinent questions that bring out the important detail,and recording the resulting structure for all to see. It is often possible (although somewhat difficult) for the same individual to play both facilitator and data modeler roles.

♦The data analyst(s) functions as the scribe for the session, and records the definitions of all entities and attributes that make up the model. They can also begin to “package” entities and attributes into subject areas, manageable and meaningful subsets of the complete data model, based on information from the business experts.

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♦The subject matter experts provide the business information needed to construct the model. They are “business” not “systems” people. It is their business that is being analyzed.

♦The manager, either from the “systems” or “business” community, participates in the sessions in his or her assigned role (facilitator, subject matter expert, etc.) but has the additional responsibility of making decisions as needed to keep the process moving. The manager has the responsibility of “breaking ties” but only when absolutely necessary.

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