Document 6535446

Appendix B: Sample Project Plan Outline and Role Responsibilities
DW QA Analyst
Data Steward
Staging
Data
Programmer
Tech Support Specialist
Tech/Security Architect
Data Staging Designer
E/U Appl'n Developer
DW DBA
DW Educator
Data Modeler
PROJECT PLANNING & MANAGEMENT
Establish Project Identity
Identify Project Resources
Prepare Draft Project Plan
Conduct Project Team Kick-Off & Planning
Revise Project Plan
Develop Project Communication Plan
Develop Program to Measure Success
Develop Process to Manage Scope
Ongoing Project Management
Business Sys. Analyst
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Business Project Lead
PROJECT DEFINITION
Assess Data Warehousing Readiness
Develop Preliminary Project Scope
Build Business Justification
Business Driver
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IS Sponsor
PROJECT
MANAGEMENT
REQUIREMENTS
Business Sponsor
Project Task
Project Manager
Business End Users
LEGEND:
Primary Responsibility for the Task =
Involved in the Task =
Provides Input to the Task =
Informed Task Results =
Optional Involvement in the Task =
AND
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USER REQUIREMENT DEFINITION
Identify and Prepare Interview Team
Select Interviewees
Schedule Interviews
Conduct User Kick-Off & Prepare Interviewees
Conduct Business User Interviews
Conduct IS Data Discovery Interviews
Analyze Interview Findings
Document Findings and Review
Publish Requirements Deliverables
Prioritize and Revise Project Scope
User Acceptance/Project Review
DATA DESIGN
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DIMENSIONAL MODELING
Build Matrix
Choose Data Mart
Declare Grain
Choose Dimensions
Develop Fact Table Diagram
Document Fact Table Detail
Design Dimension Detail
Develop Derived Fact Worksheet
User Review & Acceptance
Review DB Design Recommendations for E/U Tool
Review DB Design Recommendations for DBMS
Complete Logical Database Design
Identify Candidate Prestored Aggregates
Develop Aggregation Table Design Strategy
Review Logical Database Design w/Team
Certify DB Design with DSS Tool Vendor
User Acceptance/Project Review
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ANALYZE DATA SOURCES
Identify Candidate Data Sources
Browse Data Content
Develop Source to Target Data Map
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5
Estimate Number of Rows
User Acceptance/Project Review
ARCHITECTURE
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TECHNICAL ARCHITECTURE DESIGN
Create Architecture Task Force
Gather & Document Technical Requirements
Review Current Technical Environment
Create Architecture Plan
Determine Phased Implementation Approach
Create Infrastructure Plan
Develop Configuration Recommendations
User Acceptance/Project Review
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IMPLEMENT TACTICAL SECURITY MEASURES
Develop Tactical Security Plan
Secure Physical Environment
Install Virus Checking Software
Secure Access into Environment
Secure Access out of Environment
Implement Rigorous Password Scheme
Implement Controls for Software Installation
Audit Security Violations
Monitor Security Privileges by Individual
User Acceptance/Project Review
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DEVELOP STRATEGIC SECURITY PLAN
Design Security Architecture
Implement Access Tokens (Elim. Passwords)
Implement Public/Private Keys for Authentication
Implement Secure Tunneling for Remote Access
Centralize Authentication & Access Control
Impl. Signed Certificates for Software Downloads
User Acceptance/Project Review
PRODUCT SELECTION
(Repeat for each selection area)
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Develop Evaluation Matrix
Research Candidate Products
Develop Product Short List
Evaluate Product Options
Optional Prototype (May repeat for diff. products)
Select Business Process / Data for Evaluation
Define Completion Criteria
Acquire Resources (Internal/Vendor)
Determine Test Configuration
Install Evaluation Prerequisites & Components
Train the Evaluation Team
Develop & Tune Prototype
Conduct Tests
Analyze & Document Results
Determine Product Recommendation
Present Findings / Results To Management
Negotiate Contract
User Acceptance/Project Review
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PRODUCT INSTALLATION
(Repeat for each product)
Installation Planning
Meet Prerequisites
Install Hardware / Software
Test Hardware / Software
User Acceptance/Project Review
IMPLEMENTATION
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PHYSICAL DATABASE DESIGN
Define Standards
Design Physical Tables & Columns
Estimate Database Size
Develop Initial Index Plan
Develop Initial Aggregation Plan
Develop Initial Partitioning Plan
User Acceptance/Project Review
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PHYSICAL DATABASE IMPLEMENTATION
Determine DBMS Fixed Parameters
Install DBMS
Optimize DBMS Changeable Parameters
Build Physical Storage Structure
Setup RAID
Complete Table and Index Sizing
Create Tables and Indexes
User Acceptance/Project Review
DATA STAGING DESIGN & DEVELOPMENT
Design High Level Staging Process
Develop Detailed Staging Plan by Table
Set Up Development Environment
Define & Implement Staging Metadata
Develop 1st Static Dimension Table Process
(Extract, Transformation & Load)
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Develop 1st Dimension Maintenance Process
Develop Remaining Dimension Table Processes
Develop
Fact
Table
Process
(Extract,
Transformation & Load)
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Develop Incremental Fact Table Process
Design & Implement Data Cleansing
Design & Develop Aggregation Process
Automate Entire Process
Develop Data Quality Assurance Processes
Implement DB Administration (Archive, Backup &
Recovery)
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User Acceptance/Project Review
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POPULATE & VALIDATE DATABASE
Set Up Production Environment
Load Initial Test Data
Initial Data Validation/Quality Assurance
Load Historical Data
Perform Data Validation/Quality Assurance
User Acceptance/Project Review
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PERFORMANCE TUNING
Set Up Benchmark Queries
Review Indexing & Aggregation
Review Tool Specific Tuning
Conduct Ongoing Database Monitoring
User Acceptance/Project Review
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END USER (E/U) APPLICATION SPECIFICATION
Identify & Prioritize Candidate Reports
Design Template Navigation Approach
Develop E/U Application Standards
Document Detailed Template Specifications
Review End User Application Specs w/Users
Revise End User Application Specs
Revise Project Scope
User Acceptance/Project Review
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END USER (E/U) APPLICATION DEVELOPMENT
Select Implementation Approach
Review Application Specifications
Review Application Standards
Populate E/U Tool Metadata
Develop E/U Applications
Provide Data Accuracy & Cleanliness Feedback
Develop E/U Navigation
Review w/Users
Document E/U Applications
Develop E/U Application Maint. Procedures
Develop E/U Application Release Procedures
User Acceptance/Project Review
DEPLOYMENT & GROWTH
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DEPLOYMENT PLANNING
Develop Desktop Infrastructure Checklist
Develop Initial User Education Strategy
Define User Support Strategy
Define Release Plan
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Review Deployment Strategies & Release Plan
Develop User Course Materials
Develop Support Procedures
User Acceptance/Project Review
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COMPLETE SYSTEM TEST
Run Complete Data Staging Process
Perform Standard QA Procedures
Run Core End User Applications
Review Overall Process
User Acceptance/Project Review
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DEPLOYMENT (ALPHA, BETA & PROD'N)
Assess Deployment Readiness
Configure & Test Desktop Infrastructure
Set Up Security Privileges
Educate Users
User Acceptance/Project Review
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DATA WAREHOUSE MAINTENANCE
Provide Ongoing User Support
Provide Ongoing User Education
Maintain Technical Infrastructure
Monitor End User Query Performance
Monitor Data Staging Performance
Monitor Ongoing Success
Communicate Continuously and Market Success
User Acceptance/Project Review
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DATA WAREHOUSE GROWTH
Establish Data Warehouse Steering Committee
Establish Enhancement Prioritization Strategy
Iteratively Use Business Dimensional Lifecycle
Kimball, Ralph, et al, The Data Warehouse Lifecycle Toolkit, New York, NY:Wiley, 1998