Moss L.T., Atre S. Business intelligence roadmap: The complete project lifecycle for decision-support applications
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[ Team LiB ]
Who Should Read This Book
Segments of this book should be read and referenced by every member of the BI
project team, including business representatives. It is important that all project
participants understand "the big picture" and how they and their roles fit into it. This
also applies to third-party consultants, who can fill any technical role on the project
team. Understanding this larger view of the project and its development effort is
essential in maintaining a level of enthusiasm and cooperation necessary for the
team. Below we spotlight team members' roles and provide lists of the most useful
and applicable chapters for each specific role.
Business Representatives
Although the development steps are technical in nature, business representatives
involved in BI projects must understand what activities need to occur during the
development effort. Business representatives are expected to participate as full-time
members of the project core teams, and some of the activities described in this book
will be assigned to them. Table P.1 lists chapters of particular interest to business
representatives.
Table P.1. Chapters for Business Representatives
Chapter
Title
0
Guide to the Development Steps
1
Step 1: Business Case Assessment
2
Step 2: Enterprise Infrastructure Evaluation (especially Section B,
Nontechnical Infrastructure Evaluation)
3
Step 3: Project Planning
4
Step 4: Project Requirements Definition
5
Step 5: Data Analysis
6
Step 6: Application Prototyping
7
Step 7: Meta Data Repository Analysis
9
Step 9: Extract/Transform/Load Design
13
Step 13: Data Mining
16
Step 16: Release Evaluation
Business Sponsors
Although business sponsors are not directly involved in the daily development effort,
they should make frequent checks on the health of the project as well as the project
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team. In order to do this, business sponsors must have a comprehensive, high-level
understanding of the effort. Table P.2 lists the chapters recommended for business
sponsors.
Table P.2. Chapters for Business Sponsors
Chapter
Title
0
Guide to the Development Steps
1
Step 1: Business Case Assessment
2
Step 2: Enterprise Infrastructure Evaluation (especially Section B,
Nontechnical Infrastructure Evaluation)
3
Step 3: Project Planning
4
Step 4: Project Requirements Definition
5
Step 5: Data Analysis
13
Step 13: Data Mining
16
Step 16: Release Evaluation
Project Managers
The project manager is responsible for the entire development effort and must
therefore be intimately familiar with all development steps. He or she must read all
chapters in the book and use the matrices in Part II as an ongoing reference guide,
as shown in Table P.3.
BI projects are not for inexperienced project managers. A
thorough understanding of project management
principles is required.
Table P.3. Chapters for Project Managers
Chapter
Title
0
Guide to the Development Steps
1–16
Part I: Stages and Steps
17–21
Part II: At a Glance
Technicians
Various types of technicians work on BI projects. Some technicians are assigned to
the core team on a full-time basis, such as a lead developer; others are on the
extended team supporting the development activities on an as-needed basis, such as
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a security officer. (For an itemized list of roles assigned to the core team and to the
extended team, refer to Chapter 0.)
Core team technicians should read all the chapters in the book and use the
matrices as an ongoing reference guide, as shown in Table P.4.
Extended team technicians should read, at a minimum, the chapters listed in
Table P.5. However, these technicians would gain a greater understanding of
the BI decision-support development process if they read all the chapters in the
book.
Table P.4. Chapters for Core Team Technicians
Chapter
Title
0
Guide to the Development Steps
1–16
Part I: Stages and Steps
17–21
Part II: At a Glance
Table P.5. Chapters for Extended Team Technicians
Chapter
Title
0
Guide to the Development Steps
2
Step 2: Enterprise Infrastructure Evaluation (especially Section A,
Technical Infrastructure Evaluation)
3
Step 3: Project Planning
4
Step 4: Project Requirements Definition
16
Step 16: Release Evaluation
Additional chapters on an as-needed basis (For example, an ETL
developer should read Step 9: Extract/Transform/Load Design, Step 11:
Extract/Transform/Load Development, and Step 15: Implementation.)
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[ Team LiB ]
Comments
Despite the large collection of topic-specific BI material, we observed a strong need
by project teams for a unified plan or method to follow. Therefore, we started this
book with the notion of writing a complete development methodology for BI decision-
support projects. We quickly realized that to meet such a goal we would have to
produce a multivolume work—something not feasible for most project managers and
project team members to read. Our original plan quickly gave way to a general
roadmap that would serve as an umbrella for all the major development steps,
topics, considerations, and activities of a BI project. In addition, at the end of each
chapter we provide a list of references that are most applicable to the topics of the
chapter.
We also wanted to share with project managers, project teams, and business
representatives our personal discoveries about what works and what doesn't work on
BI projects. Therefore, the information we present in the matrices in Part II is an
accumulation of our own personal observations, experiences, and judgments.
Finally, to enhance the readability of this complex technical material, we broke up
the text with as many tables, graphs, pictures, and other visuals as possible. We
hope these visual aids make this book easier to read in addition to clarifying the
topics presented.
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[ Team LiB ]
Part I: Stages and Steps
Chapter Zero. Guide to the Development Steps
Chapter One. Step 1: Business Case Assessment
Chapter Two. Step 2: Enterprise Infrastructure Evaluation
Chapter Three. Step 3: Project Planning
Chapter Four. Step 4: Project Requirements Definition
Chapter Five. Step 5: Data Analysis
Chapter Six. Step 6: Application Prototyping
Chapter Seven. Step 7: Meta Data Repository Analysis
Chapter Eight. Step 8: Database Design
Chapter Nine. Step 9: Extract/Transform/Load Design
Chapter Ten. Step 10: Meta Data Repository Design
Chapter Eleven. Step 11: Extract/Transform/Load Development
Chapter Twelve. Step 12: Application Development
Chapter Thirteen. Step 13: Data Mining
Chapter Fourteen. Step 14: Meta Data Repository Development
Chapter Fifteen. Step 15: Implementation
Chapter Sixteen. Step 16: Release Evaluation
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Chapter Zero. Guide to the
Development Steps
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Chapter Overview
This chapter covers the following topics:
Business intelligence (BI), with a focus on BI decision-support applications,
such as sales forecasting
The need for and the structure of Business Intelligence Roadmap as a
development guide
The 16 development steps applicable to BI decision-support projects
The three parallel development tracks usually followed by BI project teams
Project team structure, including the roles and responsibilities assigned to the
core team members and the extended team members
A brief justification for using Business Intelligence Roadmap as your
development guide for BI decision-support projects
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[ Team LiB ]
Business Intelligence Definition
BI is neither a product nor a system. It is an architecture and a collection of
integrated operational as well as decision-support applications and databases that
provide the business community easy access to business data. Business Intelligence
Roadmap specifically addresses decision-support applications and databases.
BI decision-support applications facilitate many activities, including those listed
below:
Multidimensional analysis, for example, online analytical processing (OLAP)
Click-stream analysis
Data mining
Forecasting
Business analysis
Balanced scorecard preparation
Visualization
Querying, reporting, and charting (including just-in-time and agent-based
alerts)
Geospatial analysis
Knowledge management
Enterprise portal implementation
Mining for text, content, and voice
Digital dashboard access
Other cross-functional activities
Examples of BI decision-support databases include the following:
Enterprise-wide data warehouses
Data marts (functional and departmental)
Exploration warehouses (statistical)
Data mining databases
Web warehouses (for click-stream data)
Operational data stores (ODSs)
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Operational marts (oper marts)
Other cross-functional decision-support databases
Business Intelligence Roadmap is primarily a project lifecycle guide for developing BI
decision-support applications using structured data. For BI applications with
specialized requirements, such as using unstructured data (e.g., mining for text,
content, and voice), building an enterprise portal, or incorporating XML-enabled
features and services, you will need to expand the activities and roles in the relevant
development steps. Consult the topic-specific references listed at the end of each
chapter.
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