BI and DW – Project Management

A critical component to a successful data warehouse project is effective project management. Without a solid plan reinforced with good leadership, projects run late, are under sourced, produce low quality results and fall short of expectations.

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The data warehouse project environment is far less defined than traditional operating systems, requiring project managers to embrace new tasks and deliverables quickly and develop customized collaborations amongst different users.

Our project management course equips managers with skills needed to drive projects through the planning and implementation phases efficiently. We discuss elements that are essential to a successful data warehouse implementation:

  • Test Data
  • Backup Planning
  • Metadata Planning
  • ROI Measurement
  • Data Stewardship
  • Documentation
  • Governance
  • Support Presentation
  • Communications Planning
  • User Training

We instruct on:

  • Identifying business and technical drivers for the project
  • Business and technical requirements definition and prioritization
  • Current and future project phase scoping
  • Organizational and cultural issues, such as staffing, roles, and responsibilities
  • Identification of critical success factors and risk mitigation
  • Data warehouse methodology, project planning and project control
  • Effective change control
  • Preparing for successful deployment, rollout and ongoing support
  • Best practices
  • Managing user expectations in functions, schedules, performance and availability

This course is designed for:

  • Business sponsors, business users
  • Data warehouse architects
  • Data warehouse or business intelligence managers, directors and technical leads

Prerequisites:

Introductory course in data warehousing or basic exposure to business intelligence or data warehousing projects.

Course Outline:

Section 0: Introductions

  • Instructor & class introductions
  • Survey

Section 1: What is BI & DW (optional: offered per attendee needs)

  • Brief History Of Data Access, Reporting and Analysis
  • Data to Information Lifecycle
  • Business Intelligence (BI) defined
  • Data Warehousing (DW) defined

Section 2: DW Methodology

  • Project methodologies
  • DW methodology
  • Differences between DW and traditional IT projects

Section 3: DW Processes

  • Sponsorship & Governance
  • Program Management
  • Project Management
  • Change Management
  • Data Quality & Data Management
  • Ongoing Administration & Support

Section 4: DW Roles & Responsibilities

  • Organizations
  • IT And Business Interaction
  • Context Of Roles & Responsibilities
  • IT And Business Roles
  • Skills And Training

Section 5: DW Project Planning

  • DW Project Phases
  • Major DW Project Activities
  • Developing Scope & Building Business Case
  • Assembling Team

Section 6: DW Assessment Activities

  • Requirements Gathering
  • Source Systems Analysis
  • Data Quality & Integrity Metrics

Section 7: DW Data Design Activities

  • Data Architecture
  • Data Staging
  • Data Modeling
  • Database Design

Section 8: DW Data Preparation Activities

  • Data Sourcing & Quality Requirements
  • ETL Architecture
  • Designing & Creating ETL Processes

Section 9: DW BI Activities

  • BI, Reporting & Analysis Requirements
  • BI Architecture
  • BI Tool Selection
  • Design & Build BI Processes
  • Business User Involvement

Section 10: DW Testing, Deployment & Roll-out

  • Testing
  • Deployment
  • Roll-out
  • Ongoing Administration & Maintenance

Section 11: Conclusions

  • Highlights
  • References & Resources

Section 12: Optional One-Day Workshop

As an option, you can choose to add a custom, one-day consulting workshop where the instructor helps your team work through an issue specific to your organization. This option adds one day of training plus up-front consulting work for workshop preparation.

Workshop Sessions:

  • Review Course Materials in your Company’s Context
  • Exercises in Planning Different Project Areas
  • Discuss Best Practices and Factors Impacting your Project