Build an Extensible Data Warehouse Foundation

Establish a well-architected core model with just enough oversight and governance.

Onsite Workshop

Data warehouse implementation that focuses too heavily on technology results in:

  • A mismatch between business needs and platform services.
  • Greater business-user frustration due to information needs not being met.
  • A lack of enterprise-adoption and greater distrust of IT.
  • An inability to produce efficient, repeatable, and reliable reporting that can be shared cross-functionally to create collective wisdom.

An initial project that places emphasis on governance and data modeling:

  • Helps subsequent iterations on the foundation stay in line with the overall data warehouse vision.
  • Provides a clearer understanding of the business needs and processes that will simplify technology selection.

Module 1: Prepare for the Data Warehouse Foundation Project

The Purpose

  • Identify the members of the foundation project team.
  • Define overarching statements and define success factors/risks.
  • Outline basic project governance.

Key Benefits Achieved

  • Defined membership, roles, and responsibilities involved in the foundation project.
  • Establishment of a steering committee as a starting point for the data warehouse program.

Activities: Outputs:
1.1 Identify foundation project team and create a RACI chart.
  • Job Descriptions and RACI
  • Data Warehouse Steering Committee Charter
1.2 Understand what a data warehouse can and cannot enable.
1.3 Define critical success factors, key performance metrics, and project risks.
  • Data Warehouse Foundation Project Plan
1.4 Develop rough timelines for foundation project completion.
  • Work Breakdown Structure
1.5 Define the current and future states for key data management practices.

Module 2: Establish the Business Drivers and Data Warehouse Strategy

The Purpose

  • Define the information needs of the business and its key processes.
  • Create the components that will inform an appropriate data model.
  • Design a data warehouse architecture model.

Key Benefits Achieved

  • Clear definition of business needs that will directly inform the data and architecture models.

Activities: Outputs:
2.1 Understand the most fundamental needs of the business.
  • Data Warehouse Program Charter
2.2 Define the data warehouse vision, mission, purpose, and goals.
  • Data Warehouse Vision and Mission
2.3 Detail the most important operational, tactical, and ad hoc activities the data warehouse should support.
2.4 Link the processes that will be central to the data warehouse foundation.
  • Documentation of Business Processes
2.5 Walk through the four-column model and business entity modeling as a starting point for data modeling.
  • Business Entity Map
2.6 Create data models using the business data glossary and data classification.
  • Business Data Glossary
  • Data Classification Scheme
2.7 Identify master data elements to define dimensions.
2.8 Design lookup tables based on reference data.
2.9 Create a fit-for-purpose data warehousing model.
  • Data Warehouse Architecture Model

Module 3: Plan for Data Warehouse Governance

The Purpose

  • Create a plan for governing your data warehouse efficiently and effectively.

Key Benefits Achieved

  • Documentation of current standard operating procedures.
  • Identified members of a data warehouse center of excellence.

Activities: Outputs:
3.1 Develop a technology capability map to visualize your desired state.
  • Technology Capability Map
3.2 Establish a data warehouse center of excellence.
3.3 Create a data warehouse foundation roadmap.
  • Project Roadmap
3.4 Define data warehouse service level agreements.
  • Service Level Agreement
3.5 Create standard operating procedures.
  • Data Warehouse Standard Operating Procedure Workbook

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