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Business Intelligence
Dr. Mahdi Esmaeili
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Step 4: Project Requirements Definition
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Deliverable Resulting
Application requirements document - Technical infrastructure requirements - Nontechnical infrastructure requirements - Reporting requirements - Ad hoc and canned query requirements - Requirements for source data, including history - High-level logical data model - Data-cleansing requirements - Security requirements - Preliminary SLAs
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Roles Involved in This Step
Application lead developer Business representative Data administrator Data quality analyst Meta data administrator Subject matter expert
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Step 5: Data Analysis Data analysis are geared toward understanding and correcting the existing discrepancies in the business data, irrespective of any system design or implementation method. Data analysis is therefore a business-focused activity, not a system-focused activity.
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Complementary Data Analysis Techniques
integration and consistency standardization and quality
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Process Independence of Logical Data Models
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Creating an Enterprise Logical Data Model
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Data-Specific Business Meta Data Components
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Bottom-Up Source Data Analysis
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are all business responsibilities—not IT responsibilities.
Data archeology (the process of finding bad data) Data cleansing (the process of correcting bad data) Data quality enforcement (the process of preventing data defects at the source) are all business responsibilities—not IT responsibilities.
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Deliverable Resulting
Normalized and fully attributed logical data model Business meta data Data-cleansing specifications Expanded enterprise logical data model
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Roles Involved in This Step
Business representative Data administrator Data quality analyst ETL lead developer Meta data administrator Stakeholders (including data owners) Subject matter expert
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Step 6: Application Prototyping
There is nothing business people like more than to see their requirements turn into a tangible deliverable they can "touch and feel" very quickly. A prototype accomplishes that goal
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Best Practices for Prototyping
Limit the scope Understand database requirements early Choose the right data Test tool usability Involve the business people
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Types of Prototypes Show-and-Tell Prototype
serves as a demo for management and business people Mock-Up Prototype The purpose is to understand the access and analysis requirements and the business activities behind them Proof-of-Concept Prototype The purpose is to explore implementation uncertainties Visual-Design Prototype Understand the design of visual interfaces & Develop specifications for visual interfaces and displays Demo Prototype Convey the vision of the BI application to the business people or to external groups. Test the market for the viability of a full-scale BI application Operational Prototype Create an almost fully functioning pilot for alpha or beta use of the access and analysis portion of the BI application
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Building Successful Prototypes
Prototype Charter The primary purpose of the prototype The prototype objectives A list of business people The Data The hardware and software platforms The measures of success An application interface agreement Guidelines for Prototyping Skills Survey
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Prototyping Guidelines
Do not deviate from the basic purpose for which the prototype is being developed. Develop a working prototype quickly; therefore, keep the scope small. Acknowledge that the first iteration will have problems. Frequently demonstrate the prototype to stakeholders. Solicit and document top-down as well as bottom-up feedback on the prototype. Ask for ongoing validation of the prototype results. Continue to cycle between demonstrating and revising the prototype until its functionality is satisfactory to all parties. Review your prototyping approach and modify it if necessary before proceeding with the next prototype iteration
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Skills Matrix Computer Skill Business Functions knowledge
Beginning (B) Advanced (A) Expert (X) BB BA BX AB AA AX XB XA XX
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Deliverable Resulting
Prototype charter Completed prototype Revised application requirements document Skills survey matrix Issues log
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Roles Involved in This Step
Application lead developer Business representative Database administrator Stakeholders Subject matter expert Web master
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a sale of a product to a customer by an employee.
Step 7: Meta Data Repository Analysis Meta data describes an organization in terms of its business activities and the business objects on which the business activities are performed. a sale of a product to a customer by an employee.
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Meta Data Categories Business meta data Technical meta data
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Using a Meta Data Repository as a Navigation Tool
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Meta Data Classifications
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Meta Data Usage by Business People
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Meta Data Usage by Technicians
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Meta Data Mandatory Important Optional
Owner Business data name Technical data name Definition Type and length Content (domain) Relationships Business rules and policies Security Cleanliness Applicability Timeliness Origin (source) Physical location (BI databases) Transformation Derivation Aggregation Summarization Volume and growth Notes
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Meta Data Repository Challenges
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Example of Meta Data in a BI Query
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Entity-Relationship Meta Model
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Deliverable Resulting
Logical meta model Meta-meta data Roles Involved in This Step Data administrator Meta data administrator Subject matter expert
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