modeldr: how to industrialise business reporting
DESCRIPTION
Learn how to: A) Design business reports in a structured, repeatable and robust way B) Map your business domain data to the business report C) Enable auto generation of your report specifications and code This most important when: - You have a lot of business reports to design, build and maintain. - You must implement a complex business reports, such as a regulatory report, and it has to be done right and on time. This is the representation I gave at the NoMagic UML Conference 2013.TRANSCRIPT
How to industrialize business reporting
modelDR
ModelDrivers.us
About Model Drivers
Model driven products for Reporting Testing Business strategy and cases Regulatory conformance Business architecture Business systems
2013-03 Page 2
ModelDrivers.us
The model-less reporting architecture
2013-03 Page 3
No one can afford gaps, inconsistency, errors in 100’s
of business reports.Not sure which is worse –
wrong / late internal reports for decision making
Or wrong reports to regulatorsBusiness
Unit ABusiness
Unit BBusiness
Unit CBusiness
Unit D
ModelDrivers.us
Zachman framework gives us structure
Business Domain Architecture Overarching Rules Tooling
Logical models Logical designs Integrated
Components Compartmentalised
ReportingAbstractModel
Report Designs
Reports
Testing Meta model
Test Designs
Tests
Separation of reporting concerns: - vertically, by who's concerns- Horizontally by business domain- Related to other concerns
2013-03 Page 4
ModelDrivers.us
ABOUT XBRL
eXstensible Business Reporting Language Reports business data in XML Taxonomies define valid forms e.g. SEC Quarterly filing Allows extensions by individual submitters Scope includes:
Accounts Social responsibility Carbon and other emissions Etc
Mandated by SEC EU Governments of Australian, Singapore etc China stock exchange Many more
With XBRL we have a global standard that supports the reporting architecture.
2013-03 Page 5
ModelDrivers.us
Abstract / Meta model of a report - Aspect
Value
Reportable Aspect
Data point
Cube
Value Set
Dimension Aspect
Businessdomain
class
The XBRL Abstract model gives us global standard for logical report design. Phsical implementation is separated out = simplicity.
2013-03 Page 6
ModelDrivers.us
Abstract / Meta model of a report – Data point
Data point
Resource link
Resource
Business domain class
Aspect
Data points modelling is a very powerful tool for business report design.
2013-03 Page 7
ModelDrivers.us
Abstract / Meta model of a report - Tables
Table
Axis
Axis coordinate
Physical implementation is separated out = simplicity.
2013-03 Page 8
ModelDrivers.us
Abstract / Meta model of a report
Pulling it all togetherWe get graphical, automated, logical report design
And mapping to the business domain
2013-03 Page 9
ModelDrivers.us
Benefit 1: Consistent business reports
Taxonomy
Report environments & technology
can be different – the taxonomy has to be the same
Automated
Still un-happy, but with someone else
2013-03 Page 10
ModelDrivers.us
Benefit 2: Auto generation of artefacts
Report design and mapping to the business domain Automated data testing
XBRL taxonomy
Automated report specifications
Quality assurance metrics and reports
2013-03 Page 11
ModelDrivers.us
3. Business domain coverage can be proven
Bus
ines
s do
mai
n
Reporting artefacts
Business domain consumption in reports
Management can prove and test the validity of business data in reports
2013-03 Page 12
ModelDrivers.us
Benefits…
4. Data comparability
5. Report component re-use
6. Inbound reporting obligation pre-designs
7. Testing integration
Integration between departments, while
giving them flexibility.
Design once, use many
modelDR comes with complex regulatory reports pre-packed, reducing the task to
mapping it to the business data
2013-03 Page 13
ModelDrivers.us
modelDR plugin development roadmap
1.0 Base Domain Specific Language End user help, manual, training
1.1 Test data generation Further imports - XBRL, SQL, DDL etc Further exports – XBRL, SQL, noSQL, DDL etc
2.0 Ontology integration Methodology wizards Domain specific patterns and models
3.0 KPI modelling and reporting
modelDR is a plugin to the MagicDraw UML business modelling
tool
2013-03 Page 14
ModelDrivers.us
Summary
If you: Have a reporting meta model Separate logical and physical report design Integrate with your business domain Logical Data models Tool up for automation
You get: Consistent business reports Auto generation of artefacts Report component re-use Inbound reporting obligation templates Consistency with your business domain data Testing savings Data comparability between departments Massively reduced costs
2013-03 Page 15
ModelDrivers.us
Next steps
Demonstration: Attend a short web presentation and explore any aspect of Model Driven Reporting.
White paper: Request a copy of “Roadmap to industrialised reporting”. Questions: Greg Soulsby http://uk.linkedin.com/in/gregsoulsby
Twitter: @modelDR, @modelDrivers Youtube: modelDrivenReporting Linked in group: www.linkedin.com/groups/Model-drivers-4341672/
Blog: http://blog.modeldrivers.us/ Site: www.modelDrivers.us Plugin beta: Get the benefits with free support & contribute to direction
2013-03 Page 16