Not every company has a dedicated and big GI Team. How do we work from the requirements until the delivery in such context? What is our methodology and how do we improve and accelerate the tasks with our best practices and generator (i.e. BI Genius)? Here is an approach summing it up.

1. BÂLE BERNE BRUGG DUSSELDORF FRANCFORT S.M. FRIBOURG E.BR. GENÈVE
HAMBOURG COPENHAGUE LAUSANNE MUNICH STUTTGART VIENNE ZURICH
BI Projects end to end for small &
medium companies
How we make it work
Patricia Düggeli

2. © Trivadis – l’entreprise
What is this presentation about?

3. 2 sessions today – where is the difference
3 05/10/2016
Now
How do I work in a small to middle size BI environment
How does BI Genius help me
This Afternoon
Why should I do a BI Projet
What is BI Genius

4. Now I‘m an Intern BI…
4 05/10/2016
… my context is
• A small or middle enterprise
• No or small internal BI team
• Non BI Data Base Administrators
• Business Stakeholders - geeks are the exception
• Limited Budget
• Political Games
… what are my expectations on the delivered BI Solution
• (Data)-Quality
• Easy comprehension of the solution
• Low Maintenance
• Easy Monitoring
• Easy Changes
… how does the consultant do that?

5. And Now I’m the consultant,
but I’m not…
5 05/10/2016

6. And that‘s why I have…
6 05/10/2016
Blue prints
Tools
 Project Deliverables
Templates
 Methodologies

7. © Trivadis – l’entreprise
Look at some of them

8. Iterative project approach
05/10/2016
Subproject 1
time
Subproject 2
Documentation/Training
Deployment
User support
Realisation
Tests
Planificat
ion
Priorisati
on
Analysis
Realisation
Tests
Planification
Priorisation
Analysis
Customer TVD
Subproject1
temps
Realisation
Tests
Planificat
ion
Priorisati
on
Analysis
Sous-projet 2
Documentation Training
Deployment
User support
Réali
satio
n
Tests
Pla
nifi
cat
ion
Pri
ori
sat
ion
An
aly
se
TVD
Security
Monitoring
Documentation
Training/User Support
Organisation
Data Governance
Project Management Change Management
Layout Methodology (SUCCESS)
Non BI Projects Follow Up
Architecture
Infrastructure
SP2 SP3
…
Subproject (SP) 1
Realisation
Test
Analyse
Realisation
Test
Analyse
…
…
time
prio
Realisation
Test
Analyse
8

9. Standard Architecture
9 05/10/2016

10. The principle
10 05/10/2016

11. Project Organisation
11 05/10/2016
Folders : Solution vs Project
BI Genius DEV
Files Project Management
- Controlling (Consultant hours)
- Planification
- Project Status
Subproject1
Realisatio
n
Tests
Planif
icatio
n
Priori
satio
n
Analys
is
Sous-projet 2
Documentation
Training
Deployment
User support
R
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A
TVD

12. Project Controlling
12 05/10/2016
Budget 30 33 35 20 20 12 11 12 7 180
Thème Jour/Homme Avril Mai Juin Juillet Aout Sept Oct Nov Dec Tot Rest Budget
Rework / Maintenance aa 5 0 5
bb 13 2 7 3 12 1
cc 5 5 1 6 -1
Nouvelles fonctionnalités dd 40 5 13 14 32 8
ee 15 12 0.5 12.5 2.5
ff 28 3 8 13 24 4
gg 30 1.5 1.5 28.5
hh 22 0 22
Tâches transverses ii 2 0 2
jj 3 0 3
kk 4 2 1 2 5 -1
ll 7 0 7
mm 6 1 2 1 4 2
TOTAL 180 30 33.5 33.5 0 0 0 0 0 0 97 83
%
avancement
théorique 17% 35% 54% 66% 77% 83% 89% 96% 100%
Lot 2
Somme de Heures Consultant
ProjetDesc Année Mois Düggeli Patricia Kiwi Lev Fantoussi Nasser Total général jours
BI 219.25 244.32 348.3 811.87
Total général 219.25 244.32 348.3 811.87

13. Project Planning
13 05/10/2016
n Juillet Aout
4 19 23
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1 0 0 1 0 1 1 1 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 0 0 1 1 0 0 1 1
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 0 1 1 1 0 0 1 1 0 0 1 1
8 0
8
jeunegenevois
techevent
0
1

14. Project Communication
14 05/10/2016
Statut Tendance
Rapport hebdomadaire 25.01.2016 DPA
< <
< <
< <
Description Date Resp.
< continu 
< 28.01.2016 tvd
< 28.01.2016 tvd 
< 28.01.2016
< 28.01.2016 tvd
< 04.02.2016
< 15.02.2016 tvd
R1
R2
R3
via fichier excel:
..01 PlanificationPrésence TVD.xlsx
Suivi budget
Risques : Effet / Atténuation / Actions
Suivi présences
Statut
via fichier excel
Statut et objectifs atteints Points ouverts et dépendances
Risques : Top 3Prochaines étapes et jalons
Opportunités
Points divers
Ressources Humaines
..02 ControllingSuiviHeuresTrivadis.xlsx
Impact
Probability




15. Developer help
15 05/10/2016
Code Generator  BI Genius
Subproject1
Realisatio
n
Tests
Planif
icatio
n
Priori
satio
n
Analys
is
Sous-projet 2
Documentation
Training
Deployment
User support
R
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TVD
1
1
2
3
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3
2
4
Sources detection
Monitoring
Target Structure (SQL)
ETL (T-SQL)
Best Practices
Documentation

16. Naming Conventions
17 05/10/2016
BI Genius
- Entities: Dimension_Level
- Attribute construction (attribute, code, description)
- Facts: Fact_factname
Cube (SSAS)
- BI Genius standardisation  easier construction
- Dimensions Number
- Attribute construction (attribute, code, description)
- Attribute relationship optimised for properties in Excel
- Attribute keys optimised for MDX
 Easier maintenance & evolution
Subproject1
Realisatio
n
Tests
Planif
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Priori
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Analys
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Documentation
Training
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17. Date Dimension
18 05/10/2016
BI Genius Repository – procedure + views
Standardisation – Uniformisation  comprehensive

18. (Data) Quality
19 05/10/2016
Use BI Genius CA.Log Actions (duplicates, missing FKs,…)
Test , Test, Test, Let it test
Work in pairs
Find Data Owners
Subproject1
Realisatio
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Planif
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Documentation
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TVD

19. Test
20 05/10/2016
BI Genius
- only test the content, focus on transformation and data
- use CA.LogAction Table
User Tests
Test template in Excel if no tool  Coordinator=Repository
Non Regression Tests
Subproject1
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Tests
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Analys
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Documentation
Training
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TVD

20. Reporting
21 05/10/2016
Methodologies (S.U.C.C.E.S.S.)
 Guidelines
 Reporting Templates (SSRS, Excel)
Subproject1
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21. Template SSRS
Affichage > En-tête et pied de page22 05/10/2016

22. Monitoring
23 05/10/2016
- Standardised Jobs (SQL Agent)
- Standardised BI Genius Load Monitoring (RC.LastLoad)
 Standardised Monitoring Reporting (SSRS)
Subproject1
Realisatio
n
Tests
Planif
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Priori
satio
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Analys
is
Sous-projet 2
Documentation
Training
Deployment
User support
R
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TVD

23. Documentation
24 05/10/2016
BI Genius Generated
+ „manual“ documentation
BI Genius data lineage
ReleaseNotes
Subproject1
Realisatio
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Tests
Planif
icatio
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Priori
satio
n
Analys
is
Sous-projet 2
Documentation
Training
Deployment
User support
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24. And more
Affichage > En-tête et pied de page25 05/10/2016
For Project tasks
• Audit
• Analyses methodology
• Release Management
• Versioning
• …
(Pre) sales tasks
• Offers
• BI Genius Presentations
• Architecture Presentations
• …

25. © Trivadis – l’entreprise
Thank you for your attention

26. By the way…
27 05/10/2016

27. And don’t forget…
28 05/10/2016

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