Standards Roadmap
Standards efforts must start with a clear set of goals and a
sharply defined path forward. A standards
roadmap provides a clear statement of the purpose of the
standards effort, a description of the process for creating
the standard, and a description of the role played by all
of the participants.
Standards have been set for decades with varying degrees of success.
Several umbrella organizations exist for unifying standards across
industries. Many standards have been set for common business
concepts such as a person, a building, a purchase order, a research
document. The standards roadmap describes how a standard
will fit into this universe and what existing standards will be relied
on or used for inspiration.
Several key questions must be decided at the beginning of the process.
If intellectual property is created as part of the standards setting effort,
who owns it? How the effort is funded is also a crucial issue for which
several models exist?
Schema Design and Technology Consulting
A data dictionary is an important first step toward a comprehensive
industry standard. But true interoperability requires more than a
common set of data elements. Rendering a data dictionary
into a schema or set of schemas must take into account
how the data will be used to support industry practice, as well as
how the data will be represented in a relational database,
in XML, and in a spreadsheet, and a variety of technical
issues.
Other related questions include universal identity, web
services, transactional protocols, security, public key
infrastructure, all of which, if addressed and decided on
at the same time a standard is adopted can radically
improve the chances for widespread acceptance of
a standard.
Pilot Implementation Plan
Creating a pilot plan in which selected industry participants
implement pilot systems to test the effectiveness of the
standard can speed adoption. Only so much can be
determined in the lab in front of a whiteboard. Pilot programs
can quickly surface issues that would cost much more
to fix later after a standard is in wide use and has
been the focus of extensive development by the industry.
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Collaborative Data Dictionary
The core of a standards setting effort is the description of a common
set of data elements. The fastest way to create such a data dictionary
is the reconciliation of industry documents that are currently in use.
This process is done in many months in a group or in a few weeks
if done through interviews with representative companies.
The process that Dan recommends is a series of visits to industry
participants in the standards efforts in which documents and
spreadsheets are examined. The first draft of the data dictionary is
created and reviewed by industry experts. The key questions
are surfaced during this phase. The second draft and the key questions
are then reviewed by a large committee of industry participants
who are allowed to comment and vote on the proposed standard and key
questions using web site designed for collaboration.
Supporting Documentation and Publications
Once a standard is set, it must be communicated throughout
the industry. Dan's background as an author of technical
books can be put to use creating readable documentation
and reference material that can be published on the
Internet or in book form. The existence of documentation
is a key element in promotion and adoption of a standard.
Review and Improvement Process
In order to have a future, a standard must have a process
for gradual improvement to keep pace with changes in the
industry. Suggestions made by industry participants must
be logged, organized, tracked and accepted or rejected.
Plans for modifications to the standard must be communicated
in advance to give the industry time to prepare systems.
In crafting such a process, it is wise to learn from other
industry groups who have years of experience.
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