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DATA WAREHOUSING
Project Planning


                   1
2
   Defining the Project
     Three possible scenarios for initiating a DW
     project
        ▪ Demand form a lone business executive, a DW believer
        ▪ Demand from multiple business executives
        ▪ No demand from business executives, initiated by a CIO
   Defining the Project
     Assessing the Readiness (of the enterprise) for
     a DW
      ▪ 5 desirable factors
        ▪ Strong Business Management Sponsor(s)
        ▪ Compelling Business Motivation
        ▪ Business Partnership
        ▪ Existence of Analytic Culture
        ▪ Technical Feasibility
   Defining the Project
    1. Developing the Preliminary Scope
     Scope and justification for the initial delivery
       Initial focus: single business requirement supported by data from
            few sources (start ‘small’)
       Limiting the number of initial DW users
   Defining the Project
    2. Building the Business Justification
        • Determining the Financial Investments and Costs
           – HW, SW, Development, Maintenance, Education, etc.
        • Determining the Financial Returns and Benefits
           – Focus on revenue or profit enhancement, rather than
             reducing cost
           – Describe and quantify the opportunities and benefits that
             DW can bring (e.g using a proposed DW can reduce the
             cost of acquiring new customers by $75 each, while
             adding more new customers annually, than before)
        • Combining the Investments and Returns to Calculate ROI
   Planning the Project
    1. Establishing the Project Identity
      ▪ naming the project
    2. Staffing the project
      ▪ Sponsors and Drivers
      ▪ Project Managers and Leads
      ▪ Core Project Team
        ▪ Business System Analyst, Data Modeler, DW-DBA, Data Staging Designer,
          End User Application Developer, DW Educator
      ▪ Special Teams (contribute on a special, limited basis)
        ▪ Technical/Security Architect, Tech-Support Specialist, Data Staging
          Programmer, Data Steward (temp data administrator), DW QA Analyst
    3. Developing the Project Plan
      ▪ The plan should be integrated and detailed
       Some best practices for implementing a data
        warehouse (Weir, 2002):
         Project must fit with corporate strategy and
          business objectives
         There must be complete buy-in to the project by
          executives, managers, and users
         It is important to manage user expectations about
          the completed project
       Some best practices for implementing a data
        warehouse (Weir, 2002):
         The project must be managed by both IT and
          business professionals
         Develop a business/supplier relationship
         Be politically aware
       Failure factors in data warehouse projects:
         Cultural issues being ignored
         Unclear business objectives
         Unrealistic expectations
       Issues to consider to build a successful data
        warehouse:
         Starting with the wrong sponsorship chain
         Setting expectations that you cannot meet and
          frustrating executives at the moment of truth
         Loading the warehouse with information just
          because it is available
         Choosing a data warehouse manager who is
          technology oriented rather than user oriented

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Planning for Data Warehouse Success

  • 2. 2
  • 3. Defining the Project  Three possible scenarios for initiating a DW project ▪ Demand form a lone business executive, a DW believer ▪ Demand from multiple business executives ▪ No demand from business executives, initiated by a CIO
  • 4. Defining the Project  Assessing the Readiness (of the enterprise) for a DW ▪ 5 desirable factors ▪ Strong Business Management Sponsor(s) ▪ Compelling Business Motivation ▪ Business Partnership ▪ Existence of Analytic Culture ▪ Technical Feasibility
  • 5. Defining the Project 1. Developing the Preliminary Scope Scope and justification for the initial delivery Initial focus: single business requirement supported by data from few sources (start ‘small’) Limiting the number of initial DW users
  • 6. Defining the Project 2. Building the Business Justification • Determining the Financial Investments and Costs – HW, SW, Development, Maintenance, Education, etc. • Determining the Financial Returns and Benefits – Focus on revenue or profit enhancement, rather than reducing cost – Describe and quantify the opportunities and benefits that DW can bring (e.g using a proposed DW can reduce the cost of acquiring new customers by $75 each, while adding more new customers annually, than before) • Combining the Investments and Returns to Calculate ROI
  • 7. Planning the Project 1. Establishing the Project Identity ▪ naming the project 2. Staffing the project ▪ Sponsors and Drivers ▪ Project Managers and Leads ▪ Core Project Team ▪ Business System Analyst, Data Modeler, DW-DBA, Data Staging Designer, End User Application Developer, DW Educator ▪ Special Teams (contribute on a special, limited basis) ▪ Technical/Security Architect, Tech-Support Specialist, Data Staging Programmer, Data Steward (temp data administrator), DW QA Analyst 3. Developing the Project Plan ▪ The plan should be integrated and detailed
  • 8. Some best practices for implementing a data warehouse (Weir, 2002):  Project must fit with corporate strategy and business objectives  There must be complete buy-in to the project by executives, managers, and users  It is important to manage user expectations about the completed project
  • 9. Some best practices for implementing a data warehouse (Weir, 2002):  The project must be managed by both IT and business professionals  Develop a business/supplier relationship  Be politically aware
  • 10. Failure factors in data warehouse projects:  Cultural issues being ignored  Unclear business objectives  Unrealistic expectations
  • 11. Issues to consider to build a successful data warehouse:  Starting with the wrong sponsorship chain  Setting expectations that you cannot meet and frustrating executives at the moment of truth  Loading the warehouse with information just because it is available  Choosing a data warehouse manager who is technology oriented rather than user oriented