Introduction to the BI Roadmap
BI Framework
DW Role in BI
Engineering Stages
Development Steps
Roles and Responsibilities
Step 1: Business Case Assessment
Entry and Exit Criteria
Things to Consider
Executive Sponsorship
Information Requirements
Business Drivers
Business Justification (ROI)
Cost-Benefit Analysis
Risk Assessment
Readiness Assessment
Business Case Assessment Activities
Deliverable Resulting from These Activities
Roles Involved in These Activities
Step 2: Enterprise Infrastructure Evaluation
A: Technical Infrastructure Evaluation
- Entry and Exit Criteria
- 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: Nontechnical Infrastructure Evaluation
- Entry and Exit Criteria
- Things to Consider
- Data Models
- Meta Data
- Standards, Guidelines, Procedures
- Formal Data Definitions
- Data Naming Standards
- Nontechnical Infrastructure Evaluation Activities
- Deliverable Resulting from These Activities
- Roles Involved in These Activities
Step 3: Project Planning
Entry and Exit Criteria
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
Entry and Exit Criteria
Things to Consider
Functional Requirements
Data Requirements
General Business Requirements
Project-Specific Requirements
Historical Requirements
Security Requirements
Performance Requirements
Project Requirements Definition Activities
Deliverable Resulting from These Activities
Roles Involved in These Activities
Step 5: Data Analysis
Entry and Exit Criteria
Things to Consider
Business-Focused Data Analysis
Source Data
Top-Down Logical Data Modeling
Enterprise Logical Data Model
Data Quality
Data Cleansing
Bottom-Up Source Data Analysis
Data Analysis Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 6: Application Prototyping
Entry and Exit Criteria
Things to Consider
Prototype Objectives
Prototype Deliverables
Purposes of Prototyping
Types of Prototypes
Scope and Schedule
Tools and Methods
Business Participation
Skills Survey
Issues Log
Best Practices for Prototyping
Application Prototyping Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 7: Meta Data Repository Analysis
Entry and Exit Criteria
Things to Consider
Meta Data Capture
Meta Data Repository Usage
Meta Data Classifications
Meta Model Requirements
Meta Data Repository Security
Meta Model and Meta Meta Data
Meta Data Delivery
Meta Data Repository Staffing
Meta Data Repository Challenges
Meta Data Repository Analysis Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 8: Database Design
Entry and Exit Criteria
Things to Consider
Design Considerations
Performance Considerations
Database Design Philosophies
Logical Database Design
Physical Database Design
Selection of DBMS
DBA Staffing
Database Design Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 9: Extract/Transform/Load Design
Entry and Exit Criteria
Things to Consider
Tools and Utilities
ETL Staging
ETL Process
Design the Extract Programs
Design the Transformation Programs
Source-to-Target Mapping
ETL Process Flow Diagram
Load Statistics
Reconciliation
Performance Considerations
Design the Load Programs
ETL Design Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 10: Meta Data Repository Design
Entry and Exit Criteria
Things to Consider
Existing Meta Data Repository
Meta Data Repository Products
Meta Data Repository Interfaces
Meta Data Repository Solutions
Designing a Meta Data Repository
Buying a Meta Data Repository
Meta Data Repository Design Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 11: Extract/Transform/Load Development
Entry and Exit Criteria
Things to Consider
Source Data Dependencies
ETL Process Dependencies
ETL Testing
Technical Considerations
ETL Development Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 12: Application Development
Entry and Exit Criteria
Things to Consider
Prototyping Results
Development Considerations
Scope and Requirements
Skills and Training
Online Analytical Processing Tools
Business Analytics
Application Development Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 13: Data Mining
Entry and Exit Criteria
Things to Consider
Data Considerations
Data Mining Tool
Staffing Considerations
Defining Data Mining
Sources for Data Mining
Data Mining Techniques
Data Mining Operations
Applications of Data Mining
Data Mining Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 14: Meta Data Repository Development
Entry and Exit Criteria
Things to Consider
Meta Data Repository Product
Meta Data Repository Interface Processes
Custom-Built Meta Data Repository
Staffing
Populating the Meta Data Repository
Preparation for Production
Meta Data Repository Testing
Preparing for the Meta Data Repository Rollout
Meta Data Repository Development Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 15: Implementation
Entry and Exit Criteria
Things to Consider
Preparing for Production
Security Considerations
Database Maintenance
Training and Support
Monitoring the Utilization of Resources
Growth Management
Implementation Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Step 16: Release Evaluation
Entry and Exit Criteria
Things to Consider
Post-Implementation Review (PIR) Preparation
Post-Implementation Review Session Flow
Measures of Success
Plans for The Next Release
Release Evaluation Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Applying the BI Roadmap Methodology
Waterfall Approach
Parallel Development Tracks
Spiral Approach
Agile Approach
Flexible Entry and Exit Points
Example of Creating a Customized Work Breakdown Structure