Moss L.T., Atre S. Business intelligence roadmap: The complete project lifecycle for decision-support applications
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Business Intelligence Roadmap: The Complete Project Lifecycle for Decision-
Support Applications
By Larissa T. Moss, Shaku Atre
Publisher
: Addison Wesley
Pub Date
: February 28, 2003
ISBN
: 0-201-78420-3
Pages
: 576
"If you are looking for a complete treatment of business intelligence, then go no
further than this book. Larissa T. Moss and Shaku Atre have covered all the bases in
a cohesive and logical order, making it easy for the reader to follow their line of
thought. From early design to ETL to physical database design, the book ties
together all the components of business intelligence."-Bill Inmon, Inmon Enterprises
Business Intelligence Roadmap is a visual guide to developing an effective business
intelligence (BI) decision-support application. This book outlines a methodology that
takes into account the complexity of developing applications in an integrated BI
environment. The authors walk readers through every step of the process-from
strategic planning to the selection of new technologies and the evaluation of
application releases. The book also serves as a single-source guide to the best
practices of BI projects.
Part I steers readers through the six stages of a BI project: justification, planning,
business analysis, design, construction, and deployment. Each chapter describes one
of sixteen development steps and the major activities, deliverables, roles, and
responsibilities. All technical material is clearly expressed in tables, graphs, and
diagrams.
Part II provides five matrices that serve as references for the development process
charted in Part I. Management tools, such as graphs illustrating the timing and
coordination of activities, are included throughout the book. The authors conclude by
crystallizing their many years of experience in a list of dos, don'ts, tips, and rules of
thumb. The accompanying CD-ROM includes a complete, customizable work
breakdown structure.
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Both the book and the methodology it describes are designed to adapt to the specific
needs of individual stakeholders and organizations. The book directs business
representatives, business sponsors, project managers, and technicians to the
chapters that address their distinct responsibilities. The framework of the book
allows organizations to begin at any step and enables projects to be scheduled and
managed in a variety of ways.
Business Intelligence Roadmap is a clear and comprehensive guide to negotiating the
complexities inherent in the development of valuable business intelligence decision-
support applications.
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[ Team LiB ]
•
Table of Contents
•
Examples
Business Intelligence Roadmap: The Complete Project Lifecycle for Decision-
Support Applications
By Larissa T. Moss, Shaku Atre
Publisher
: Addison Wesley
Pub Date
: February 28, 2003
ISBN
: 0-201-78420-3
Pages
: 576
Copyright
Addison-Wesley Information Technology Series
About the Authors
Foreword
Preface
The Purpose of This Book
How This Book Is Organized
How to Use This Book
Who Should Read This Book
Comments
Part I. Stages and Steps
Chapter Zero. Guide to the Development Steps
Business Intelligence Definition
BI Decision-Support Initiatives
Development Approaches
Engineering Stages and the Development Steps
Parallel Development Tracks
BI Project Team Structure
Justification for Using This Project Lifecycle Guide
Bibliography and Additional Reading
Chapter One. Step 1: Business Case Assessment
Business Justification
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Business Drivers
Business Analysis Issues
Cost-Benefit Analysis
Risk Assessment
Business Case Assessment Activities
Deliverable Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 1
Bibliography and Additional Reading
Chapter Two. Step 2: Enterprise Infrastructure Evaluation
Step 2, Section A: Technical Infrastructure Evaluation
The Hardware Platform
The Middleware Platform
The DBMS Platform
Technical Infrastructure Evaluation Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 2, Section A
Step 2, Section B: Nontechnical Infrastructure Evaluation
The Effects of Stovepipe Development
The Need for Nontechnical Infrastructure
Enterprise Architecture
Enterprise Standards
Nontechnical Infrastructure Evaluation Activities
Deliverable Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 2, Section B
Bibliography and Additional Reading
Chapter Three. Step 3: Project Planning
Managing the BI Project
Defining the BI Project
Planning the BI Project
Project Planning Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 3
Bibliography and Additional Reading
Chapter Four. Step 4: Project Requirements Definition
General Business Requirements
Project-Specific Requirements
The Interviewing Process
Project Requirements Definition Activities
Deliverable Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 4
Bibliography and Additional Reading
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Chapter Five. Step 5: Data Analysis
Business-Focused Data Analysis
Top-Down Logical Data Modeling
Bottom-Up Source Data Analysis
Data Cleansing
Data Analysis Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 5
Bibliography and Additional Reading
Chapter Six. Step 6: Application Prototyping
Purposes of Prototyping
Best Practices for Prototyping
Types of Prototypes
Building Successful Prototypes
Application Prototyping Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 6
Bibliography and Additional Reading
Chapter Seven. Step 7: Meta Data Repository Analysis
The Importance of Meta Data
Meta Data Repository as Navigation Tool
Meta Data Classifications
Meta Data Repository Challenges
The Logical Meta Model
Meta Data Repository Analysis Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 7
Bibliography and Additional Reading
Chapter Eight. Step 8: Database Design
Differences in Database Design Philosophies
Logical Database Design
Physical Database Design
Database Design Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 8
Bibliography and Additional Reading
Chapter Nine. Step 9: Extract/Transform/Load Design
Implementation Strategies
Preparing for the ETL Process
Designing the Extract Programs
Designing the Transformation Programs
Designing the Load Programs
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Designing the ETL Process Flow
Evaluating ETL Tools
ETL Design Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 9
Bibliography and Additional Reading
Chapter Ten. Step 10: Meta Data Repository Design
Meta Data Silos
Meta Data Repository Solutions
Designing a Meta Data Repository
Licensing (Buying) a Meta Data Repository
Meta Data Repository Design Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 10
Bibliography and Additional Reading
Chapter Eleven. Step 11: Extract/Transform/Load Development
Source Data Transformation
Reconciliation
Peer Reviews
ETL Testing
Formal Test Plan
ETL Development Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 11
Bibliography and Additional Reading
Chapter Twelve. Step 12: Application Development
Online Analytical Processing Tools
Multidimensional Analysis Factors
Online Analytical Processing Architecture
Development Environments
Application Development Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 12
Bibliography and Additional Reading
Chapter Thirteen. Step 13: Data Mining
Defining 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
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Risks of Not Performing Step 13
Bibliography and Additional Reading
Chapter Fourteen. Step 14: Meta Data Repository Development
Populating the Meta Data Repository
Meta Data Repository Interface Processes
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
Risks of Not Performing Step 14
Bibliography and Additional Reading
Chapter Fifteen. Step 15: Implementation
Incremental Rollout
Security Management
Data Backup and Recovery
Monitoring the Utilization of Resources
Growth Management
Implementation Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 15
Bibliography and Additional Reading
Chapter Sixteen. Step 16: Release Evaluation
The Application Release Concept
Post-Implementation Reviews
Release Evaluation Activities
Deliverables Resulting from These Activities
Roles Involved in These Activities
Risks of Not Performing Step 16
Bibliography and Additional Reading
Part II. At a Glance
Chapter Seventeen. Human Resource Allocation Matrix
Chapter Eighteen. Entry & Exit Criteria and Deliverables Matrix
Chapter Nineteen. Activity Dependency Matrix
Chapter Twenty. Task/Subtask Matrix
Chapter Twenty-One. Practical Guidelines Matrix
Appendix Work Breakdown Structure
Task_Data
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Copyright
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products are claimed as trademarks. Where those designations appear in this book,
and Addison-Wesley was aware of a trademark claim, the designations have been
printed with initial capital letters or in all capitals.
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Library of Congress Cataloging-in-Publication Data
Moss, Larissa Terpeluk.
Business intelligence roadmap : the complete project lifecycle for decision-support
applications / Larissa T. Moss, Shaku Atre.
p. cm.
Includes bibliographical references and index.
ISBN 0-201-78420-3 (pbk. : alk. paper)
1. Business intelligence 2. Decision support systems. I. Atre, S., 1940– II. Title.
HD38.7 .M67 2003
658.4'03—dc21
2002026196
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Copyright © 2003 by Pearson Education, Inc., Larissa T. Moss, and Shaku Atre
All rights reserved. No part of this publication may be reproduced, stored in a
retrieval system, or transmitted, in any form, or by any means, electronic,
mechanical, photocopying, recording, or otherwise, without the prior consent of the
publisher. Printed in the United States of America. Published simultaneously in
Canada.
For information on obtaining permission for use of material from this work, please
submit a written request to:
Pearson Education, Inc.
Rights and Contracts Department
75 Arlington Street, Suite 300
Boston, MA 02116
Fax: (617) 848-7047
Text printed on recycled paper
1 2 3 4 5 6 7 8 9 10—MA—0706050403
First printing, February 2003
Dedication
To my soul mate, Donald P. Sherman, whose love and support have encouraged me
to achieve goals that once seemed unreachable and to face life's events that at times
seemed unbearable.
—Larissa T. Moss
To Tante Lisel, and to my mother.
—Shaku Atre
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