Business Intelligence Roadmap

Introduction to the BI Roadmap
Business Intelligence Framework
DW role in BI
From Chaos to Architecture
Engineering Stages
Spiral DW Methodologies
Development Steps
Business Integration Activitiess
Cross-Organizational Development
Project Team Structure
     Core Team
     Development Track Teams
     Extended Team
Roles and Responsibilities

Step 1: Business Case Assessment

Things to Consider:

     Business Drivers

     Business Justification (ROI)

     Executive Sponsorship

     Business Information Needs

     Cost-Benefit Analysis

     Risk Assessment

     Organizational Readiness

Business Case Assessment Activities

Deliverable Resulting from These Activities

Roles Involved in These Activities

Step 2: Enterprise Infrastructure Evaluation
        A: Technical Infrastructure Evaluation

Things to Consider:

     The Hardware Platform

     The Middleware Platform

     The DBMS Platform

     Tools and Utilities

Technical Infrastructure Evaluation Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

B: Non-Technical Infrastructure Evaluation

Things to Consider:

     Standards, Guidelines, Procedures

     Enterprise Data Model

     Meta Data Repository

     Methodology

     Quality Assurance
Non-Technical Infrastructure Evaluation Activities

Deliverable Resulting from These Activities

Roles Involved in These Activities

Step 3: Project Planning

Things to Consider:

     Business Involvement

     Infrastructure Requirements

     Project Scope and Deliverables

     Staffing and Skills

Project Charter

Project Planning Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 4: Project Requirements Definition

Things to Consider:

     Functional Requirements

     Data Requirements

     Infrastructure Requirements

     Historical Requirements

     Security Requirements

     Performance Requirements

General Business Requirements

Project-Specific Requirements

Project Requirements Definition Activities

Deliverable Resulting from These Activities

Roles Involved in These Activities

Step 5: Data Analysis

Things to Consider:

     Logical Data Modeling
     Source Data Analysis

     Data Quality Improvement

     Data Cleansing Specifications

     Data Governance

Business-Focused Data Analysis

Top-Down Logical Data Modeling

Enterprise Logical Data Model

Bottom-Up Source Data Analysis

Data Quality Maturity

Data Analysis Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 6: Application Prototyping

Things to Consider:

     Prototype Objectives

     Scope and Schedule

     Tools and Methods

     Business Participation

     Finalize Requirements

Purposes of Prototyping

Types of Prototypes

Best Practices for Prototyping

Application Prototyping Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 7: Meta Data Repository Analysis

Things to Consider:

     Meta Data Requirements
     Meta Data Capture
     Meta Data Integration
     Meta Data Delivery and Usage

     Meta Data Repository Staffing

Meta Data Classifications

Logical Meta Model and Meta Meta Data

Meta Data Repository Analysis Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 8: Database Design

Things to Consider:

     Logical Database Design

     Access Patterns

     BI Tool Requirements

     Performance Considerations

     Physical Database Design

     Database Security

Database Design Philosophies

Logical Database Design

Physical Database Design

Database Design Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 9: ETL Design

Things to Consider:

     Source to Target Mapping

     Staging Area

     ETL Window
     ETL Tools and Utilities

     ETL Performance Considerations

     ETL Process Flow

     Load Statistics

     Reconciliation Totals

     Data Error Statistics

Design the Extract Programs

Design the Transformation Programs

Design the Load Programs
Source-to-Target Mapping
ETL Process Flow Diagram

ETL Design Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 10: Meta Data Repository Design

Things to Consider:

     Meta Data Repository (MDR) Solutions

     MDR Sources

     Buying vs. Building a MDR

     MDR Product Capabilities

     MDR Interfaces

     MDR Design Alternatives

Centralized, Decentralized, Distributed

Designing a Meta Data Repository

Meta Data Repository Design Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 11: ETL Development

Things to Consider:

     Initial Load Process

     Historical Load Process

     Incremental Load Process

     Source Data Dependencies

     ETL Process Dependencies

     Database Load Dependencies

     ETL Testing

     Platform Considerations

ETL Testing and Formal Test Plan

ETL Development Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 12: Application Development

Things to Consider:

     Prototyping Results

     Development Considerations

     Business User Skills (Training)

     Application Testing

Online Analytical Processing Tools

Business Analytics

Application Development Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 13: Data Mining

Things to Consider:

     Data Considerations

     Data Mining Tool

     Analytical Models

     Staffing Considerations

Defining Data Mining

Data Mining Techniques

Applications of Data Mining

Data Mining Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 14: Meta Data Repository Development

Things to Consider:

     MDR Database or Product

     MDR Product Support

     MDR Maintenance

     MDR Testing

     Preparation for Production

Populating the Meta Data Repository

Meta Data Repository Interface Processes

Meta Data Repository Testing

Meta Data Repository Development Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 15: Implementation

Things to Consider:

     Production Rollout

     Security Considerations

     User Training and Support

     Database Maintenance

Monitoring the Utilization of Resources

Growth Management

Implementation Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Step 16: Release Evaluation

Things to Consider:

     Post-Implementation Review (PIR) Preparation

     Measures of Success

     Plans for The Next Release

     Improvements to Development Approach

Post-Implementation Review Topics

Post-Implementation Review Session Flow

Release Evaluation Activities

Deliverables Resulting from These Activities

Roles Involved in These Activities

Applying the BI Roadmap Methodology

Parallel Development Tracks and Development Activities

Example of Creating a Customized Work Breakdown Structure