Moss L.T., Atre S. Business intelligence roadmap: The complete project lifecycle for decision-support applications
Подождите немного. Документ загружается.
workbooks with
exercises
- Exercise solutions
and other pertinent
handouts
Schedule meta data
repository training
sessions
Conduct meta data
repository training
sessions
Measure meta data
repository training
effectiveness
15. Implementation
1. Plan the
implementation
Select an implementation
strategy (gradual rollout
or entire BI application at
once to all business
people)
Set the implementation
date
Determine the number of
business people who will
be using the BI
application (initially and
eventually)
Schedule the necessary
resources to participate
in implementation
activities
Schedule the functions to
be rolled out
Prepare for
organizational impact
2. Set up the production
environment
Set up the production
ETL program library
Set up the production
application program
library
Set up the production
meta data repository
program library
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Create the production BI
target databases
(including data mining
databases)
Create the production
meta data repository
database
Grant appropriate
authority on the
production BI target
databases
Grant appropriate
authority on the
production meta data
repository database
Grant appropriate
authority to developers,
operations staff, and
business people to
execute programs from
production program
libraries
Write operating
procedures for operations
staff with instructions for
running ETL programs
and application report
programs at
predetermined dates and
times
Write reference guides
for the help desk staff
and the business people
with instructions for how
to use the BI application
Implement production
security levels for all BI
application components
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3. Install all the BI
application components
Move ETL programs into
the production ETL
program library:
- Initial load
- Historical load
- Incremental load
Move application
programs into the
production application
program library:
- Reports
- Queries
- Front-end
interface process
- Online help
function
Move meta data
repository programs into
the production meta data
repository program
library:
- Meta data
migration
programs
- Meta data
application
programs or
product modules
(including meta
data repository
online help function
programs)
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4. Set up the production
schedule
Set up the ETL process
on the job scheduler
Add to the job scheduler
the meta data programs
that run during the ETL
process
Set up on the job
scheduler the regularly
scheduled application
report programs
Set up on the job
scheduler the regularly
scheduled meta data
repository programs:
- Meta data
migration process
- Meta data
repository
application
5. Load the production
databases
Run the initial load
process
Run the historical load
process
Run the meta data
migration process
6. Prepare for ongoing
support
Establish a schedule for
on-call emergency
support
Schedule database
maintenance activities
for the BI target
databases and the meta
data repository
database:
- Database
backups
- Disaster recovery
testing
- Database
reorganizations
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Schedule database
monitoring activities for
the BI target databases
and the meta data
repository database:
- Performance
- Growth
- Usage
Schedule data quality
monitoring activities for
the BI target databases:
- Meta data metrics
- Quality spot
checks
Develop or review
capacity plans for the BI
platform:
- Processors
- Disk storage
- Network
components
(including
bandwidth)
Start production
processing (go live)
16. Release Evaluation
1. Prepare for the post-
implementation review
Review budget
expenditures
Review the original
project plan and final
schedule
Review the estimated
and actual task
completion times
Review the issues log
(resolved and unresolved
issues)
Review the change-
control procedure and
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scope changes
Review unfulfilled
requirements (dropped
from scope)
Review the effectiveness
of the development
approach
Review the effectiveness
of the team structure
Review the effectiveness
of the organizational
placement
Review the existing
infrastructure (technical
and nontechnical)
Identify missing
infrastructure pieces
(technical and
nontechnical) that
hindered progress on the
BI project
Assess the performance
of the BI application
Review the effectiveness
of training
Review the
implementation (rollout)
strategy
Review the effectiveness
of the release concept
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2. Organize the post-
implementation review
meeting
Create the preliminary
post-implementation
review agenda:
- List date, time,
and place
- List invited
attendees
- List topics for
discussion
- List and assign
topics for research
- List questions to
be discussed and
answered
Solicit additional topics
and questions from
attendees
Send out the preliminary
agenda to attendees
Schedule the meeting at
an off-site location
Arrange facilitation by a
third party
Arrange for a third-party
scribe to take notes
during the meeting
Revise and send the final
meeting agenda
Send out documentation
to be discussed during
the review
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3. Conduct the post-
implementation review
meeting
Introduce the attendees
Explain the rules for the
facilitated session
Discuss each item on the
agenda
Document discussions,
suggestions, resolutions
Document action items
Assign action items
Establish a completion or
response date for each
action item
4. Follow up on the post-
implementation review
Document unfulfilled
requirements (dropped
from scope), which
should be bundled with
new requirements for the
next (or a future) BI
release
Write the meeting
minutes
Publish the meeting
minutes
Work on assigned action
items
Monitor the work
performed on action
items, especially those
that were assigned to
people outside the BI
project team
Document the action
item results
Publish the action item
results
Implement nontechnical
infrastructure
improvements to:
- Development
approach
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- Use of the
development
methodology
- Processes and
procedures
- Guidelines
- Standards
[ Team LiB ]
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[ Team LiB ]
Chapter Twenty-One. Practical
Guidelines Matrix
Development Step
Dos
1. Business Case
Assessment
Identify your organization's strategic business
goals. Understand the impact of the external
drivers. A common cause of failure for BI decision-
support initiatives is that the objectives of these BI
initiatives do not align with the strategic business
goals of the organization.
Let the business representative work with a number
of business managers and business executives to
define the business value of the BI application. Help
him or her differentiate between the needs of
different business people. The level of detail,
timeliness, accuracy, security, and external data
needs will differ for senior managers, knowledge
workers, business analysts, sales and marketing
personnel, and external clients.
Concentrate your efforts on defining the business
case with business people from the marketing arm
of the organization. In many industries, marketing
personnel often serve on the forefront of BI
decision-support initiatives. Use their business
savvy to help identify business benefits, and call
upon their influence to sell the value of the BI
initiative throughout the organization.
Have a clear business driver. You cannot justify BI
costs (many range up to $25 million or more) unless
you have very specific business reasons to create
your BI application.
Keep it simple. Start with one business need
(business problem or business opportunity) that you
would like the BI application to satisfy. With a
flexible design, you can add more functionality later,
once the initiative has proven itself profitable and
once some comfort level has been attained.
Clearly state the financial consequences of the
current business problems and how these problems
could be resolved with a BI solution. Include this in
the cost-benefit analysis.
Development Step
Don'ts
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