How to run a BI project? Friday, 10 December 2010

How to run a BI project?
Friday, 10 December 2010
But what about success?
Friday, 10 December 2010
What is this about?
• Look at approaches to projects
• Unpinned by management techniques
• Aided by best practices
Friday, 10 December 2010
What is this about?
Methodology
Project
Management techniques
Best practices
Friday, 10 December 2010
Also about an unsung hero...
...or how an old guy in a loud shirt can helps us
Friday, 10 December 2010
How is this going to work?
Slide-uments?
Friday, 10 December 2010
How is this going to work?
Friday, 10 December 2010
How is this going to work?
Friday, 10 December 2010
How is this going to work?
Friday, 10 December 2010
How is this going to work?
This is about me talking...
Friday, 10 December 2010
Who am I?
Friday, 10 December 2010
Friday, 10 December 2010
Should you believe me?
• Not Prince 2 certified
• Not a Scrum Master
• This is not a technical project manager piece
• I see this in a number of organisations
• I see this over a number of years
• I did a Software Engineering degree
Friday, 10 December 2010
What is a project?
• Requirements
• Resources
• People
• Software
• Hardware
• Time
Friday, 10 December 2010
But what about failure?
Friday, 10 December 2010
Wikipedia
1.
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5.
6.
7.
8.
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10.
11.
12.
Unrealistic or unarticulated project goals
Inaccurate estimates of needed resources
Badly defined system requirements
Poor reporting of the project's status
Unmanaged risks
Poor communication among customers, developers, and users
Use of immature technology
Inability to handle the project's complexity
Sloppy development practices
Poor project management
Stakeholder politics
Commercial pressures
Friday, 10 December 2010
So people have
Methodologies...
Friday, 10 December 2010
Methodology
• Waterfall
• Agile
• Spiral Model
Friday, 10 December 2010
Waterfall
(Winston Royce)
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Friday, 10 December 2010
Agile
Friday, 10 December 2010
Agile
• Embrace change
• Develop software in short amounts of time
• Multiple development cycles
• Emphasis on face-to-face communication
Friday, 10 December 2010
Agile Principles
• Communication
• Feedback
• Simplicity
• Courage
• Respect
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In practice
• Storyboards
• Scrums
• People standing up in meetings
• Sprints
• Backlog
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Good or bad?
• Do people adhere to it too rigidly?
• Does it suit Business Intelligence?
Friday, 10 December 2010
Spiral Model
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Friday, 10 December 2010
Friday, 10 December 2010
Friday, 10 December 2010
But before we even
start...
Friday, 10 December 2010
...it can go wrong
Friday, 10 December 2010
Planning and Estimation
• “An estimate is not a contract”
• Commercial pressures of estimation
• Bottom up or top down?
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Detailed Estimation
Approach
• Choose the team
• Kickoff meeting
• Individual preparation
• Estimation session
• Assemble tasks
• Review results
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Build a Plan
Friday, 10 December 2010
Stages of a project
• Requirements Analysis
• Data Analysis
• Design
• ETL build
• OBIEE build
• Testing
• Rework
• Release
Friday, 10 December 2010
Stages of a project
Month 1
Discovery
Month 2
Month 3
Analysis
Review 1
Iteration 1
Development
Review 2
Iteration 2
Review 3
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Cycle 1 rework
+
Development
Friday, 10 December 2010
Discovery
Requirements Analysis
Data Analysis
Architecture
Discovery
High level design
Planning
Infrastructure
Friday, 10 December 2010
Iteration 1
Selection
Detailed Design
ETL Development
OBIEE Development
Iteration 1
Unit/Smoke Testing
Release
SIT/UAT
Friday, 10 December 2010
Iteration n
Selection
Rework
Detailed Design
ETL Development
Iteration n
OBIEE Development
Unit/Smoke Testing
Release
SIT/UAT
Friday, 10 December 2010
Project Roles
• Project Manager
• Business Analyst
• Data Analyst
• Dimensional Modeller
• ETL Developer
• OBIEE Developer
• Trainer
• Evangelist
Friday, 10 December 2010
Requirements
• Elicit requirements
• Document requirements
• Define acceptance criteria
Friday, 10 December 2010
Data Analysis
• Evaluate availability of source data
• Profile data and assess data quality
• Define error handling rules
• Prototype ETL using SQL Modelling
Friday, 10 December 2010
Design
• Define dimensional model
• Define ETL flow
• Define ETL frequency
Friday, 10 December 2010
ETL build
• Source and Target database objects
• Mapping or Interfaces
• Orchestration layer
• Security
Friday, 10 December 2010
OBIEE build
• Physical mappings
• Logical/business model
• Presentation layer
• Reports, dashboards, alerts, scorecards etc
• Security
Friday, 10 December 2010
Testing
• Unit testing
• Smoke testing
• Integration testing
• User acceptance testing
• Volume testing
Friday, 10 December 2010
Rework
• See previous steps....
Friday, 10 December 2010
Release
• Automated
• Repeatable
Friday, 10 December 2010
Iterate...
Friday, 10 December 2010
Friday, 10 December 2010
How to ensure success?
Friday, 10 December 2010
Management techniques
• Risk Management
• Configuration Management
• Release Management
• Providing visibility
Friday, 10 December 2010
Management techniques
Selection
Detailed Design
ETL Development
OBIEE Development
Unit/Smoke Testing
Release
Iteration 1
SIT/UAT
Risk mananagement
Configuraiton mananagement
Release mananagement
Visibillity
Friday, 10 December 2010
Risk management
• Capture and register (ACRI logs)
• Communicate
• Ownership
• Assign resources
Friday, 10 December 2010
Configuration
Management
Friday, 10 December 2010
Release Management
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Visibility
• Adaptive tools
• Visible tasks
• Easy documentation
• Reporting
Friday, 10 December 2010
Best practices
• Involving the business
• Acceptance criteria
• SQL Modelling
• Reporting tool abstraction
• Testing
• Training (post implementation support)
Friday, 10 December 2010
Involving the business
• Involving the business
• Co-location
• What is their role?
Friday, 10 December 2010
We must be able to
identify success
Friday, 10 December 2010
Early definition of
acceptance criteria
Friday, 10 December 2010
= early visibility of data
to business
Friday, 10 December 2010
Prototyping
• Evolutionary or throwaway?
• SQL modelling
• Reporting tool abstraction
Friday, 10 December 2010
SQL modelling
Friday, 10 December 2010
Reporting tool
abstraction
Friday, 10 December 2010
Re-aligning OBIEE
physical layer
Presentation Layer
Common Enterprise Information Layer
Prototype
Customer
Dimension
Friday, 10 December 2010
Prototype
Sales Fact
Prototype
Product
Dimension
Re-aligning OBIEE
physical layer
Presentation Layer
Common Enterprise Information Layer
Prototype
Actual
Customer
Dimension
Friday, 10 December 2010
Prototype
Sales Fact
Prototype
Product
Dimension
Re-aligning OBIEE
physical layer
Presentation Layer
Common Enterprise Information Layer
Prototype
Actual
Customer
Dimension
Friday, 10 December 2010
Prototype
Sales Fact
Prototype
Actual
Product
Dimension
Automated Testing
• Test-driven development
• Automation and smoke testing
• Regression testing
• Volume testing
• Test driven development
Friday, 10 December 2010
Training
• Ensuring developers are up to speed
• Ensuring end-user and tester are up to speed
• Post implementation support
Friday, 10 December 2010
What is this about?
Methodology
Project
Management techniques
Best practices
Friday, 10 December 2010
Conclusion
• Look at approaches to projects
• Unpinned by management techniques
• Aided by best practices
Friday, 10 December 2010
Questions?
Friday, 10 December 2010