1. Info-Tech Research Group1 1 Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2014 Info-Tech Research Group Inc. Info-Tech Research Group, Inc. is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2015 Info-Tech Research Group Inc. Build an Agile Data Warehouse Lay a solid yet flexible foundation and run iterations on top to deliver early and frequent value. Executive Brief Info-Tech's products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns.© 1997 - 2015 Info-Tech Research Group

2. Info-Tech Research Group2 2 Run Agile Iterations to Inject Values Agile Data Warehouse (DW) Project Blueprint “We need a data warehouse!” v Section 1 Succeed with an Agile Data Warehouse Section 1 Succeed with an Agile Data Warehouse CIO CMO CFO CIO or Director of Data Warehouse Section 2 Structure the Agile Data Warehouse Project (Process) Section 2 Structure the Agile Data Warehouse Project (Process) Case Study DW Project Charter Business Case My company is ready for Data Warehousing? Data Warehouse Governance Committee v Section 7 Sustain an Agile Data Warehouse Program (Governance) Section 7 Sustain an Agile Data Warehouse Program (Governance) Data Warehouse Roadmap Data Warehouse Measurement Plan Foundation Building Data Warehouse SLA Section 3 Establish Foundational Information Needs (People) Section 3 Establish Foundational Information Needs (People) Information Needs Planning Tool Business Entity Map Section 4 Establish Foundational Data Architecture (Data) Section 4 Establish Foundational Data Architecture (Data) Data Architecture Principles Section 5 Establish Foundational Technology Stack (Technology) Section 5 Establish Foundational Technology Stack (Technology) Agile Data Warehouse Agile DW Program Analytics Business needs more information… Information silos are sprouting quietly… Blaming on lack of decision support… DW Communication Planning Template Technology Capability Map Data Architecture Selection Tool Data Warehouse Requirements Iteration Scorecard Update

3. Info-Tech Research Group3 3 This Research is Designed For:This Research Will Help You: This Research Will Assist:This Research Will Help You: This Research is Designed For:This Research Will Help You: Our understanding of the problem A CIO or Director of Data Warehouse looking to build a compelling business case to socialize the idea of data warehousing and to solicit approval for the project. Data Warehouse Project Manager who wants to deliver early business value to the information consumers through data warehousing. Establish an understanding of data warehousing and create awareness among senior leaders. Realize the value of data warehousing and generate buy-in from senior executives in the organization. Build a framework to facilitate the building of an Agile data warehouse that delivers agility and architecture holistically. Project Managers and Business Analysts in accelerating a data warehousing project by following a best practice data warehousing approach that leverages emerging data modelling patterns and data technologies. Build a systematic Agile approach to execute the data warehousing project. Understand strategic information needs. Find the most suitable data warehousing patterns for your situation. Build a scalable technology stack. Execute Agile iterations to produce early value. Sustain and promote the data warehouse program.

4. Info-Tech Research Group4 4 Key terms used in this blueprint Agile: A development methodology that focuses on the use of collaboration, prototyping, empowerment, and self-organization to develop working deliverables in a fixed time frame. Agile Data Warehouse: A data warehouse that is developed with the Agile methodology. Business Intelligence (BI): Presentation of a data warehouse in the form of a BI portal, reports, dashboards, scorecards, alerts, ad hoc queries, and/or self-service BI. BI and data warehousing are used interchangeably in many situations. Data Warehouse (DW): An analytical data repository that combines, integrates, and organizes data from multiple data sources for analytical purposes. The data is usually reorganized into an easy to digest format. Data Warehousing: The practice of using a data warehouse to fulfill information needs. Data Warehouse Foundation: A foundation laid for subsequent data warehouse development. The foundation is made of foundational information needs, foundational data architecture, and foundational technology stacks. The foundation serves as a knowledgebase that provides the necessary knowledge for later development. Data Warehouse Iteration: Iterations with a fixed time frame that are used to build tangible deliverables to deliver business value. Iterations can also be a pilot project, clean-up measure, and/or maintenance project. Prototyping: The process of creating prototypes. Prototypes are usually developed collaboratively between IT and the business. Prototyping allows effective requirements gathering, visualization of the end product, early and frequent testing, and end-user training.

5. Info-Tech Research Group5 5 Executive summary 1.Iterations on foundation First, build a top-down knowledge foundation that will be the base of your data warehouse. This will consider your information, architecture, and technology needs. 2.Inject agility into iterations After your foundation is established, implement your data warehouse in iterations: starting from the ground up and scaling one department at a time. 3.Requirements gathering framework Follow our requirements gathering framework to ensure efficient and effective processes. Resolution Situation ! Complication ? Data is becoming an essential business asset. Organizations do not know how to properly store and organize data so that it is safe, structured, and can be efficiently accessed. Data is coming from more sources than before and is being stored separately. External data is not adequately utilized. Departments all manage their own data, resulting in disparate data stores with incorrect, duplicate, and incomplete data across the organization. No one has a holistic view or easy access to enterprise data, leading to operational inefficiencies and poor decision making. A data warehouse project is hard to champion since it is complicated and expensive. Building a centralized and integrated data warehouse is the first step in establishing a comprehensive and trustworthy information environment within your organization. Gain a holistic view of your organization through an enterprise-wide data repository, enabling casual business users to perform analytics and increase operational efficiency. Follow Info-Tech’s unique approach to designing and implementing your data warehouse to see early value and increase engagement and buy-in to the warehouse project. Info-Tech Insight

6. Info-Tech Research Group6 6 Table of Contents 1. Succeed with an Agile Data Warehouse 2. Structure the Agile Data Warehouse Project Template: Agile Data Warehouse Business Case Presentation Template: Agile Data Warehouse Project Charter Template Template: Agile Data Warehouse Communication Planning Template 3. Establish Foundational Business Needs Tool: Information Needs Planning Tool 4. Establish Foundational Data Architecture Template: Data Architecture Principles Template: Business Entity Map Template: Business Glossary 5. Establish Foundational Technology Stack Template: Agile Data Warehouse Service Level Agreement Template: Agile Data Warehouse Technology Capability Map 6. Run Agile Iterations to Inject Additional Values Tool: Information Needs Planning Tool Tool: Iteration Scorecard 7. Sustain and Measure an Agile Data Warehouse Template: Agile Data Warehouse Strategy and Roadmap Template: Data Warehouse Governance Committee Template: Agile Data Warehouse Measurement Plan

7. Info-Tech Research Group7 7 Day 1Day 2Day 3Day 4Day 5 PreparationWorkshop Day Working Session Workshop Preparation Facilitator meets with the project manager and reviews the current project plans and information landscape of the organization. A review of scheduled meetings and engaged IT and business staff is performed. Morning Itinerary Facilitation of activities from Launch Your Agile Data Warehouse Project phase, including project scoping and resource planning. Conduct overview of data warehousing; benefits and possibilities. Afternoon Itinerary Plan to address information needs: Establish a requirements gathering mechanism Interview stakeholders Collect information needs and develop them into user stories Morning Itinerary Build a data architecture foundation: Review and identify the most applicable data warehousing patterns Review data assets and data quality Develop a business entity map (BEM) Afternoon Itinerary Plan to build a foundational technology stack: Review emerging technologies and possibilities Establish SLAs Define a future state technical capability map Morning Itinerary Plan for iteration execution: Establish project governance for the iteration Select the most impactful iteration Monitor iteration execution Wrap-up iteration and make essential updates to the foundation Afternoon Itinerary Establish a data warehouse program: Build governance around data warehouse Tune data warehouse Promote the program and train users Workshop Debrief Meet with project manager to discuss results and action items. Wrap-up outstanding items from workshop. Procurement Support The facilitator will support the project team in reviewing data warehouse project documents. Planning of the establishment of the foundation and execution of the iteration. Workshop Overview Call 1-888-670-8889 or email WorkshopBooking@InfoTech.com for more informationWorkshopBooking@InfoTech.com This workshop has the option to be deployed as a 4 or 5 day engagement, dependent on the degree of process mapping performed by the organization prior to the facilitator’s arrival. Use the blue slides at the end of each section to understand the scope of the workshop.

8. Info-Tech Research Group8 8 Three ways to complete this Project: Do-It-Yourself, Guided Implementations, or Onsite Workshop Best Practice Tool Kit Download and customize Info-Tech’s tools and templates to develop your project deliverables. To implement this blueprint yourself, read through and follow the steps described in this DIY guide. Use the facilitation advice on the blue slides at the end of each section to populate the deliverables and conduct the workshop activities as designed by Info-Tech. Guided Implementations Speak to an Info-Tech subject matter expert for advice throughout the project. Arrange to speak to an Info-Tech expert to at key milestones to ensure maximum project value. Watch for this icon at key opportunities to speak with an Info-Tech analyst for additional insight and advice. Call 1-888-670-8889 or email GuidedImplementations@InfoTech.com. GuidedImplementations@InfoTech.com Onsite Workshop Accelerate your project with an onsite, expert Info- Tech facilitator to run a workshop for you. To inquire about or request a workshop: Call 1-888-670-8889 or email WorkshopBooking@InfoTech.com for more information. WorkshopBooking@InfoTech.com Your account rep and workshop coordinator will follow up to help determine the cost, timing, and other details of the workshop.

9. Info-Tech Research Group9 9 Best-Practice Toolkit 1. Make the Case for Data Warehousing 2. Structure the Agile Data Warehouse Project 3. Establish Foundational Business Needs 4. Establish Foundational Data Architecture 5. Establish Foundational Technology Stack 6. Run Agile Iterations to Inject Additional Values 7. Sustain an Agile Data Warehouse Guided Implementations Establish data warehouse awareness Structure the data warehouse project Obtain sponsorship and work with project sponsor to define goals Review information needs Review foundation data architecture, BEM, and data architecture value- add Review SLA and the technology capability map Review pre-iteration check-in Review business, data, technology requirements Discuss sprint practices, pitfalls, and review iteration results Discuss data governance Promote data warehouse Train data warehouse users Onsite Workshop Module 1: Make the case for data warehousing Structure the Agile data warehouse project Module 2: Establish foundational business needs Establish foundational data architecture Establish foundational technology stack Module 3: Pre-iteration check-in Establish detailed data warehouse requirements Execute iteration Post iteration quality review Module 4: Establish data governance and ongoing DW audit Tactics on data warehouse promotion Data warehouse training Phase 1 Results: Awareness of data warehousing Project sponsorship obtained Phase 2 Results: Agile data warehouse foundation Phase 3 Results: Suitable iteration is selected and completed Phase 4 Results: A data warehouse program is established and sustained Launch Your Agile Data Warehouse Project Build an Agile Data Warehouse Foundation Execute Agile Iterations on Foundation Sustain the Agile Data Warehouse Program Build an Agile Data Warehouse – Project Overview

10. Info-Tech Research Group10Info-Tech Research Group10 The DAMA DMBOK Data Management Wheel This wheel is an adaptation of DAMA DMBOK’s Data Management Wheel. Please note: This wheel is made with consideration of the changes expected with DMBOK2. This wheel is an adaptation of DAMA DMBOK’s Data Management Wheel. Please note: This wheel is made with consideration of the changes expected with DMBOK2. This research is created with reference to the Data Asset Management Association’s Book of Knowledge (DAMA DMBOK). Data Management is the planning, execution, and oversight of policies, practices, and projects that acquire, control, protect, deliver, and enhance the value of data and information assets. DAMA’s Definition of Data Management

11. Info-Tech Research Group11Info-Tech Research Group11 Info-Tech Research Group Helps IT Professionals To: Sign up for free trial membership to get practical solutions for your IT challenges www.infotech.com Quickly get up to speed with new technologies Make the right technology purchasing decisions – fast Deliver critical IT projects, on time and within budget Manage business expectations Justify IT spending and prove the value of IT Train IT staff and effectively manage an IT department “Info-Tech helps me to be proactive instead of reactive – a cardinal rule in a stable and leading edge IT environment. - ARCS Commercial Mortgage Co., LP Toll Free: 1-888-670-8889