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DW Toolkit

DW Toolkit. Chapter 1 Defining Business Requirements. Business Requirements Definition. Technical Architecture Design. Product Selection & Installation. Growth. Dimensional Modeling. Physical Design. ETL Design & Development. Project Planning. Deployment. BI Application

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DW Toolkit

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  1. DW Toolkit Chapter 1 Defining Business Requirements

  2. Business Requirements Definition Technical Architecture Design Product Selection & Installation Growth Dimensional Modeling Physical Design ETL Design & Development Project Planning Deployment BI Application Specification BI Application Development Maintenance Project Management DW Lifecycle

  3. Goal: Enhance Business Value Technology is important; business value is mandatory. • Recruit strong sponsorship • Define enterprise-level business requirements • Prioritize business requirements • Plan the project • Define project-level business requirements

  4. Sponsorship Business sponsors (more than one) take a lead role in determining the purpose, content, and priorities of the DW/BI system. • Visionary: sense the value with some idea of how to apply it • Resourceful: can obtain resources and effect organizational change • Reasonable: balance enthusiasm with an understanding of needed time and resources

  5. Prepare Conduct Business Interviews Conduct IT Interviews Use Data Profiles to Research Data Sources Write up Interview Summaries Identify Business Processes Build Initial Bus Matrix Conduct Prioritization Session Write Requirements Definition Gathering Enterprise-Level Requirements

  6. The interview process • The Interview • Documentation • Themes and processes • The bus architecture Conduct Business Interviews Conduct IT Interviews Write up Interview Summaries Identify Business Processes Build Initial Bus Matrix

  7. What do you want to know? • What is the problem area? • How does the business you approach it? • Is the data available? • Who will use the results? • Who cares?

  8. Subjects (pp. 116 – 117) • Business Executive • What are the business issues? • What is your vision? • Business Manager or Analyst • What are your measures of success? • What data do you use? • What analysis do you typically do? • Data Audit • Data quality or quantity issues? • Potential roadblocks (political or technical)? • How is ad hoc analysis conducted?

  9. Results of the interviews • Analytic themes and business goals • Themes: fundamental questions that the business wants answered • Goals: state that the business aspires to • Business processes: sources of data to support analytic themes • Dimensions: entities or categories that define the themes • Business value: how much is solving the problem worth

  10. Interviews • Individual or group • Roles • Lead Interviewer • Scribe • Pre-interview research • Questionnaire • Agenda • User Preparation • Write-up

  11. Interview Roles • Lead Interviewer(s): • direct the questions and adapt to the conversation • Scribe: • take notes. • interject if the lead interviewer misses something. • write up the session • Observer (not more than two) • observe – not participate

  12. The interview process • Introduce everyone: make everyone feel comfortable. • Introduce the subject • Remember your role • Verify communication • Define terminology • Establish peer basis: know interviewees vocabulary and business understanding

  13. The interview process (cont.) • Be flexible • be prepared to schedule additional interviews • respect your interviewees time and reschedule if needed • Avoid burnout • don’t schedule too many at once • leave time between sessions • Manage Expectations

  14. The interview process (cont.) • Wrap up the interview • Summarize • Ask for permission to call back • Get documentation • Write up the interview • soon (2 hours to 2 days)

  15. Tape recorders Cannot really replace people • Ask first • May make subjects nervous • Require listening to the meeting twice

  16. Facilitated sessions • Each one takes more time than interviews, but may generate more • Requires an experienced facilitator • Requires an initial understanding of the user area • Participants feed of of each others ideas • Participants can negotiate disagreements

  17. Caveats The one question to never ask is “What do you want in your computer system?” That is your job, not theirs. You need to be brave enough to ask executives what keeps them up at night? The interview team needs to resist the temptation to focus only on the top 5 reports or top ten questions. Continually manage expectations.

  18. Bus Matrix

  19. Requirements Findings Document (Business Case) Establishes the relevance and credibility of the data warehouse project. Ties the business requirements to the realistic availability of data.

  20. Prioritization High Business Value Low Low Feasibility High

  21. Initial Project • High value • Strong sponsorship • Low difficulty • Moderately visible • Single data source

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