Data Migration

Cloud Data Migration for a Multi-Hospital Platform: A Data Architect’s Field Guide Perspective: Lead Data Architect in a high-velocity academic health network (think the University of Pittsburgh Medical Center style of platform modernization), integrating multiple hospitals and service lines into a unified, cloud-first data platform. Executive Summary Migrating from on-premises […]

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Master Data Management

Master Data Management in a Multi-Entity Life Insurer: Perspective: Lead Data Architect in a fast-moving life insurer consolidating multiple lines of business—Freedom 55 Financial (advice/retirement), Quadrus Investment Services (mutual funds), London Insurance Group (holding company), GWL Realty Advisors (real estate asset/tenant management), and GLC Asset Management (institutional/retail asset management)—into a […]

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Data Governance

Enterprise Data Governance at CIBC: A Light-Touch Framework for a Multi-Domain Bank Perspective: Senior Manager of Data Architecture designing a bank-wide data governance framework for CIBC (Toronto, Canada), spanning retail, corporate, wealth, treasury, and capital markets systems. Executive Summary Canadian Imperial Bank of Commerce (CIBC) is a diversified financial institution […]

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Data Modeling

Bill Inmon vs. Ralph Kimball—What They Are, When to Use Them, and How to Build Well You’ll hear “Inmon” and “Kimball” tossed around like rival teams. In reality, both are time-tested ways to organize enterprise data for analytics. Inmon emphasizes an Enterprise Data Warehouse (EDW) in 3rd Normal Form (3NF) […]

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Salesforce CRM

Using Salesforce CRM in a Global Corporation Start with an operating model. Establish a cross-functional Center of Excellence with an executive sponsor, product owners for Sales, Service, and Marketing, and a release manager. Define a quarterly roadmap, change-control process, and non-production sandboxes for dev, test, and training. Treat Salesforce as […]

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