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SQL Power Consulting:
Enterprise Data Warehouse
Methodology
©2010 SQL Power Group Inc.
www.sqlpowerconsulting.com
March 2010 www.sqlpowerconsulting.com 2
INTRODUCTION
Who is SQL Power?
• Toronto-based Canadian consulting
firm, founded in 1988
• Leading Data Warehousing and
Business Intelligence solution
provider since 1993
• Offers professional services and
innovative products that support the
end-to-end deployment of BI solutions
• Driven by leading edge innovation and
the need to perfect data warehousing efforts
• Successful track record in implementing
DW & BI solutions (on-time & within budget)
March 2010 www.sqlpowerconsulting.com 3
INTRODUCTION
Our Mission
We strive to be the leading provider of
Business Intelligence & Data Warehousing
Solutions to value-oriented organizations
around the world.
March 2010 www.sqlpowerconsulting.com 4
INTRODUCTION
Consulting Services
• BI Assessment
• BI Strategic Planning
• BI/DW Architecture
• Data Warehouse & Data Mart Project delivery
• Data Migration & Data Conversion
• Data Quality Improvement (Data Cleansing)
• Business Intelligence Reporting
• Performance Measurement
• Dashboarding
• Data Mining
March 2010 www.sqlpowerconsulting.com 5
INTRODUCTION
Some of our clients…
March 2010 www.sqlpowerconsulting.com 6
SQL Power DW MethodologyBI Readiness Assessment
BI Business Case
Required Infrastructure
BI Steering Committee
BI Evolution Roadmap
Project Charter
Business Assessment
Project Team
BI Requirements
Project Schedule
Technology Assessment
Metadata Repository
DW Design Specifications
Data Quality Assessment
Source Data Models
DW Data Models
ETL Application Architecture
Reporting Prototype
DW Database Schema
Unit Tested ETL Code
BI Reports & Cubes
System Integration Test Plan
User Acceptance Test Plan
Capacity & Support Plan
System Integration Test Results
Tested BI Reports & Cubes
Load Test Results
Quality Checking Results
User Acceptance Results
Trained Users
Physical Data Warehouse
ETL Application
BI Reports & Cubes
Ad-hoc Reporting Environment
Metadata Repository
Volume & Usage Monitoring Report
Change Management Report
Project Initiation & Planning
Execution & Control
Progress Monitoring & Reporting
Project Closing
March 2010 www.sqlpowerconsulting.com 7
SQL POWER METHODOLOGY
Our approach
• A dedicated and highly experienced SQL Power team
will be assigned to successfully analyze, architect
and deliver every component of the EDW
• SQL Power will partner with your organization to
successfully delivery every aspect of the EDW
March 2010 www.sqlpowerconsulting.com 8
SQL POWER METHODOLOGY
Our approach (continued)
1. EDW/BI Vision phase will review the high-level EDW Architecture.
A key deliverable for this phase is the EDW Roadmap detailing the
phased approach and the priorities and timing of the delivery the
various EDW sub-projects (phases).
2. Scope phase is intended to firm up high level business requirements
and to prepare detailed plans for the individual sub-projects.
3. Architect phase addresses the detailed design of the EDW solution,
including the target data models, ETL mappings, data integration
challenges, data quality plans and the design of the BI reporting layer.
March 2010 www.sqlpowerconsulting.com 9
SQL POWER METHODOLOGY
Our approach (continued)
4. Build phase - We will provide a team of highly qualified DW experts
to develop all the required EDW components including: ETL
processes, Data Cleansing/De-Duping processes, Data Auditing
processes and all BI Reporting deliverables
5. Test/QA phase - is intended to test every component of the EDW
platform by executing detailed test plans throughout the SIT and UAT
phases
6. Deploy phase - we will manage the phased rollout of the various EDW
sub-projects to the production environment (obtaining end-user signoff
on each phase)
7. Support phase – SQL Power will ensure you have on-going access to
key EDW design/development resources for on-going support, trouble-
shooting, training and knowledge transfer
March 2010 www.sqlpowerconsulting.com 10
SQL POWER METHODOLOGY
EDW Project Phases
Requirements Review
Architecture Design
Confirm Project Plan
ETL Design & Build
Reporting/Cube Design & Build
Warranty Period
• Review existing requirements
documentation
• Gather requirements from key
business users (10 - 12 current
users)
• Review future plans for the
Enterprise Data Warehouse
• Document requirements and
assess impact to proposed
design; revise where
necessary
March 2010 www.sqlpowerconsulting.com 11
SQL POWER METHODOLOGY
EDW Project Phases
Requirements Review
Architecture Design
Confirm Project Plan
ETL Design & Build
Reporting/Cube Design & Build
Warranty Period
• Review existing architecture
documentation
• Confirm proposed architecture
• Translate architecture
requirements to hardware and
software requirements
• Document final architecture
and corresponding hardware
and software requirements
• Suggest any additional
software to augment or replace
the proposed Microsoft
platform
March 2010 www.sqlpowerconsulting.com 12
SQL POWER METHODOLOGY
EDW Project Phases
Requirements Review
Architecture Design
Confirm Project Plan
ETL Design & Build
Reporting/Cube Design & Build
Warranty Period
• Validate timelines
• Confirm project team members
• Confirm project steering team
• Document reporting and
escalation processes
• Determine status reporting
requirements
• Initiate project kick off
March 2010 www.sqlpowerconsulting.com 13
SQL POWER METHODOLOGY
EDW Project Phases
Requirements Review
Architecture Design
Confirm Project Plan
ETL Design & Build
Reporting/Cube Design & Build
Warranty Period
• Specify and document data
transformations:
– Source Data
– Target data
– Cleansing
– Audit
– Error Handling and Notification
• Confirm service levels
• Implement target data model
• Build and test data
transformations
• Rollout into production
environment
March 2010 www.sqlpowerconsulting.com 14
SQL POWER METHODOLOGY
EDW Project Phases
Requirements Review
Architecture Design
Confirm Project Plan
ETL Design & Build
Reporting/Cube Design & Build
Warranty Period
• Confirm reporting and cube
requirements
• Document report and cube
design
• Assist your team with Building of
defined ‘operational’ reports
• Assist your team with
development of all required
cubes
• Test and confirm results
• Rollout into production
environment
March 2010 www.sqlpowerconsulting.com 15
SQL POWER METHODOLOGY
EDW Project Phases
Requirements Review
Architecture Design
Confirm Project Plan
ETL Design & Build
Reporting/Cube Design & Build
Warranty Period
• Three month warranty period
once the solution is accepted
• Remote support with onsite
service if required
March 2010 www.sqlpowerconsulting.com 16
SQL POWER METHODOLOGY
EDW Critical Success Factors
1. Commitment (not just involvement) of the business users and key
stakeholders to EDW’s ongoing evolution and the ongoing business-IT
partnership
2. Flexible DW foundation and efficient BI Architecture
3. Use of high-end DW productivity tools to expedite every aspect of EDW
development and maintenance
4. High performance and highly scalable EDW solution
5. Sustainable and measurable business case (realized ROI)
6. Reliable, timely and relevant high quality data
7. Integrated data governance processes
8. Effective and easy to use tools for end-user reporting and analytics
9. Incorporate knowledge discovery findings into BT process re-engineering
March 2010 www.sqlpowerconsulting.com 17
THE SQL POWER ADVANTAGE
Why choose SQL Power?
• Proven track record of successfully delivering
BI & DW projects on time
• Proven ability to think outside the box and
to deliver true business value to our clients
• Provide BI experts at affordable prices
• Supplement our clients’ BI software investment
with proven DW productivity tools
• SQL Power team can work on-site or utilize
SQL Power’s development facility (in Toronto)
• One-stop-shop for all your DW needs
March 2010 www.sqlpowerconsulting.com 18
THE SQL POWER ADVANTAGE
Unique Value Proposition
• We utilize proven DW productivity tools to shorten the
consulting assignment and reduce associated costs
• Our seasoned professionals, being both subject matter
experts and product experts, will ensure successful project
completion on time and within budget
• Our objective is to deliver successful BI Solutions to
our clients and knowledge transfer to their staff
March 2010 www.sqlpowerconsulting.com 19
THE SQL POWER ADVANTAGE
Unique Value Proposition (continued)
SQL Power delivers much more for far less
• Exceptional Consulting Resources
• Value-add DW Productivity Tools
• Unparalleled Track Record
• Affordable Pricing
March 2010 www.sqlpowerconsulting.com 20
FOR MORE INFORMATION
Contact Us
SQL Power Group Inc.
4950 Yonge St., Suite 2110
Toronto, Ontario, M2N 6K1
Tel: (416) 221-4220
Fax: (416) 221-5898
www.sqlpowerconsulting.com
WE NEVER FAIL & NEITHER WILL YOU

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Data Warehouse Methodology

  • 1. SQL Power Consulting: Enterprise Data Warehouse Methodology ©2010 SQL Power Group Inc. www.sqlpowerconsulting.com
  • 2. March 2010 www.sqlpowerconsulting.com 2 INTRODUCTION Who is SQL Power? • Toronto-based Canadian consulting firm, founded in 1988 • Leading Data Warehousing and Business Intelligence solution provider since 1993 • Offers professional services and innovative products that support the end-to-end deployment of BI solutions • Driven by leading edge innovation and the need to perfect data warehousing efforts • Successful track record in implementing DW & BI solutions (on-time & within budget)
  • 3. March 2010 www.sqlpowerconsulting.com 3 INTRODUCTION Our Mission We strive to be the leading provider of Business Intelligence & Data Warehousing Solutions to value-oriented organizations around the world.
  • 4. March 2010 www.sqlpowerconsulting.com 4 INTRODUCTION Consulting Services • BI Assessment • BI Strategic Planning • BI/DW Architecture • Data Warehouse & Data Mart Project delivery • Data Migration & Data Conversion • Data Quality Improvement (Data Cleansing) • Business Intelligence Reporting • Performance Measurement • Dashboarding • Data Mining
  • 5. March 2010 www.sqlpowerconsulting.com 5 INTRODUCTION Some of our clients…
  • 6. March 2010 www.sqlpowerconsulting.com 6 SQL Power DW MethodologyBI Readiness Assessment BI Business Case Required Infrastructure BI Steering Committee BI Evolution Roadmap Project Charter Business Assessment Project Team BI Requirements Project Schedule Technology Assessment Metadata Repository DW Design Specifications Data Quality Assessment Source Data Models DW Data Models ETL Application Architecture Reporting Prototype DW Database Schema Unit Tested ETL Code BI Reports & Cubes System Integration Test Plan User Acceptance Test Plan Capacity & Support Plan System Integration Test Results Tested BI Reports & Cubes Load Test Results Quality Checking Results User Acceptance Results Trained Users Physical Data Warehouse ETL Application BI Reports & Cubes Ad-hoc Reporting Environment Metadata Repository Volume & Usage Monitoring Report Change Management Report Project Initiation & Planning Execution & Control Progress Monitoring & Reporting Project Closing
  • 7. March 2010 www.sqlpowerconsulting.com 7 SQL POWER METHODOLOGY Our approach • A dedicated and highly experienced SQL Power team will be assigned to successfully analyze, architect and deliver every component of the EDW • SQL Power will partner with your organization to successfully delivery every aspect of the EDW
  • 8. March 2010 www.sqlpowerconsulting.com 8 SQL POWER METHODOLOGY Our approach (continued) 1. EDW/BI Vision phase will review the high-level EDW Architecture. A key deliverable for this phase is the EDW Roadmap detailing the phased approach and the priorities and timing of the delivery the various EDW sub-projects (phases). 2. Scope phase is intended to firm up high level business requirements and to prepare detailed plans for the individual sub-projects. 3. Architect phase addresses the detailed design of the EDW solution, including the target data models, ETL mappings, data integration challenges, data quality plans and the design of the BI reporting layer.
  • 9. March 2010 www.sqlpowerconsulting.com 9 SQL POWER METHODOLOGY Our approach (continued) 4. Build phase - We will provide a team of highly qualified DW experts to develop all the required EDW components including: ETL processes, Data Cleansing/De-Duping processes, Data Auditing processes and all BI Reporting deliverables 5. Test/QA phase - is intended to test every component of the EDW platform by executing detailed test plans throughout the SIT and UAT phases 6. Deploy phase - we will manage the phased rollout of the various EDW sub-projects to the production environment (obtaining end-user signoff on each phase) 7. Support phase – SQL Power will ensure you have on-going access to key EDW design/development resources for on-going support, trouble- shooting, training and knowledge transfer
  • 10. March 2010 www.sqlpowerconsulting.com 10 SQL POWER METHODOLOGY EDW Project Phases Requirements Review Architecture Design Confirm Project Plan ETL Design & Build Reporting/Cube Design & Build Warranty Period • Review existing requirements documentation • Gather requirements from key business users (10 - 12 current users) • Review future plans for the Enterprise Data Warehouse • Document requirements and assess impact to proposed design; revise where necessary
  • 11. March 2010 www.sqlpowerconsulting.com 11 SQL POWER METHODOLOGY EDW Project Phases Requirements Review Architecture Design Confirm Project Plan ETL Design & Build Reporting/Cube Design & Build Warranty Period • Review existing architecture documentation • Confirm proposed architecture • Translate architecture requirements to hardware and software requirements • Document final architecture and corresponding hardware and software requirements • Suggest any additional software to augment or replace the proposed Microsoft platform
  • 12. March 2010 www.sqlpowerconsulting.com 12 SQL POWER METHODOLOGY EDW Project Phases Requirements Review Architecture Design Confirm Project Plan ETL Design & Build Reporting/Cube Design & Build Warranty Period • Validate timelines • Confirm project team members • Confirm project steering team • Document reporting and escalation processes • Determine status reporting requirements • Initiate project kick off
  • 13. March 2010 www.sqlpowerconsulting.com 13 SQL POWER METHODOLOGY EDW Project Phases Requirements Review Architecture Design Confirm Project Plan ETL Design & Build Reporting/Cube Design & Build Warranty Period • Specify and document data transformations: – Source Data – Target data – Cleansing – Audit – Error Handling and Notification • Confirm service levels • Implement target data model • Build and test data transformations • Rollout into production environment
  • 14. March 2010 www.sqlpowerconsulting.com 14 SQL POWER METHODOLOGY EDW Project Phases Requirements Review Architecture Design Confirm Project Plan ETL Design & Build Reporting/Cube Design & Build Warranty Period • Confirm reporting and cube requirements • Document report and cube design • Assist your team with Building of defined ‘operational’ reports • Assist your team with development of all required cubes • Test and confirm results • Rollout into production environment
  • 15. March 2010 www.sqlpowerconsulting.com 15 SQL POWER METHODOLOGY EDW Project Phases Requirements Review Architecture Design Confirm Project Plan ETL Design & Build Reporting/Cube Design & Build Warranty Period • Three month warranty period once the solution is accepted • Remote support with onsite service if required
  • 16. March 2010 www.sqlpowerconsulting.com 16 SQL POWER METHODOLOGY EDW Critical Success Factors 1. Commitment (not just involvement) of the business users and key stakeholders to EDW’s ongoing evolution and the ongoing business-IT partnership 2. Flexible DW foundation and efficient BI Architecture 3. Use of high-end DW productivity tools to expedite every aspect of EDW development and maintenance 4. High performance and highly scalable EDW solution 5. Sustainable and measurable business case (realized ROI) 6. Reliable, timely and relevant high quality data 7. Integrated data governance processes 8. Effective and easy to use tools for end-user reporting and analytics 9. Incorporate knowledge discovery findings into BT process re-engineering
  • 17. March 2010 www.sqlpowerconsulting.com 17 THE SQL POWER ADVANTAGE Why choose SQL Power? • Proven track record of successfully delivering BI & DW projects on time • Proven ability to think outside the box and to deliver true business value to our clients • Provide BI experts at affordable prices • Supplement our clients’ BI software investment with proven DW productivity tools • SQL Power team can work on-site or utilize SQL Power’s development facility (in Toronto) • One-stop-shop for all your DW needs
  • 18. March 2010 www.sqlpowerconsulting.com 18 THE SQL POWER ADVANTAGE Unique Value Proposition • We utilize proven DW productivity tools to shorten the consulting assignment and reduce associated costs • Our seasoned professionals, being both subject matter experts and product experts, will ensure successful project completion on time and within budget • Our objective is to deliver successful BI Solutions to our clients and knowledge transfer to their staff
  • 19. March 2010 www.sqlpowerconsulting.com 19 THE SQL POWER ADVANTAGE Unique Value Proposition (continued) SQL Power delivers much more for far less • Exceptional Consulting Resources • Value-add DW Productivity Tools • Unparalleled Track Record • Affordable Pricing
  • 20. March 2010 www.sqlpowerconsulting.com 20 FOR MORE INFORMATION Contact Us SQL Power Group Inc. 4950 Yonge St., Suite 2110 Toronto, Ontario, M2N 6K1 Tel: (416) 221-4220 Fax: (416) 221-5898 www.sqlpowerconsulting.com WE NEVER FAIL & NEITHER WILL YOU