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ETIS10 - BI Business Requirements - Presentation
1.
BI Business Requirements
David M Walker ETIS Stockholm 14th-15th October 2010
2.
70 How Valuable
Are Your Requirements? % • Why? – Written but never referred to of all documented + (Shelf-ware) – Out of date before they are built – Cover the wrong requirements things – Can’t be tested are worthless And then there are the projects that just don’t document them! Friday, 15 October 2010 ©2010 Data Management & Warehousing 2
3.
What Makes Requirements
Useful? • Understandable & Accessible – Business requirements should be written in such a way that anyone in the business can understand them – Business requirements should be easily accessible by anyone in the business Friday, 15 October 2010 ©2010 Data Management & Warehousing 3
4.
What Makes Requirements
Useful? • Revisions – It must be quick and easy to update the requirements and possible to track the changes – Developers must have a stable set of requirements whilst the business must be free to innovate and create new requirements Friday, 15 October 2010 ©2010 Data Management & Warehousing 4
5.
What Makes Requirements
Useful? • Testable – It must be possible to test both that the requirements are achievable within themselves and that the developed solution meets the requirements when it is delivered Friday, 15 October 2010 ©2010 Data Management & Warehousing 5
6.
An essential piece
of the puzzle Good requirements are part of your end-to-end methodology: If you don’t know when and how you are going to use the requirements it is unlikely you will get any value from them If you don’t meet the business’ expectation that is created by the gathering requirements process then it is unlikely that your project will be regarded as successful whatever you deliver Friday, 15 October 2010 ©2010 Data Management & Warehousing 6
7.
Requirements & Testing •
Ensure the requirements are achievable within themselves • Test that the developed solution meets the requirements when it is delivered • Every methodology will be different • What follows is how we do it … Friday, 15 October 2010 ©2010 Data Management & Warehousing 7
8.
Creating achievable requirements •
Three step process: – Business Requirements – Data Requirements – Query Requirements • Additional Collateral – Technical Requirements – Interface Requirements • By-products – Business Definition Dictionary Friday, 15 October 2010 ©2010 Data Management & Warehousing 8
9.
Step 1: Business
Requirements • These detail the requirements from a business point of view, using language which is meaningful to Business Requirements Data Requirements business users • The business requirements must be clear and precise Query Requirements – Any business terms used must be defined so that the business and the BI team have a shared, unambiguous, understanding of each requirement. • A business value must be associated with each requirement Friday, 15 October 2010 ©2010 Data Management & Warehousing 9
10.
Step 2: Data
Requirements • Detail the requirements for business information from the data Business Data perspective Requirements Requirements • Identify specific data structures and data items Query Requirements • Still written from the business perspective, but map-able to actual database tables and columns • Many data requirements for each business requirement and each data requirement may help satisfy may business requirement Friday, 15 October 2010 ©2010 Data Management & Warehousing 10
11.
Step 3: Query
Requirements • These requirements provides acceptance criteria so that the BI team can test that each Business Requirements Data Requirements requirement has been met • They lists a number of potential queries that the solution should be Query Requirements able to provide answers to • They illustrate how the business requirements can be satisfied from the data requirements • Many query requirements use many data requirements to satisfy many business requirements Friday, 15 October 2010 ©2010 Data Management & Warehousing 11
12.
How the requirements
fit together Query Data Requirement Requirement Query Business Data Requirement Requirement Requirement Query is defined are Data Requirement by the uIlised Requirement by the Query data in the Business Data Requirement Requirement Requirement Query Data Requirement Requirement Query Requirement which demonstrate that it is possible to saIsfy the Friday, 15 October 2010 ©2010 Data Management & Warehousing 12
13.
Creating Useful Requirements •
Business Requirements – Understood by the business • Data Requirements – Informs the analysis and design • Query Requirements – Provides the acceptance criteria for delivery Friday, 15 October 2010 ©2010 Data Management & Warehousing 13
14.
Does the process
support the delivery? Acceptance Requirements Did we deliver what we promised? Test IntegraIon Analysis Does the system hang together? TesIng System Design Have we build what was designed? TesIng Unit Build Does the code we’ve wriWen work? TesIng Friday, 15 October 2010 ©2010 Data Management & Warehousing 14
15.
What does it
take to do this? • European Fixed Line Operator – At start: 15 BRQ; 50 DRQ; 100 QRQ • BRQ/DRQ took 3 weeks, QRQ took another 3 weeks – At 5 years: 19 BRQ; 72 DRQ; 225+ QRQ • Effort incremental over time – Business Definition Dictionary (BDD) built as part of the process • European Mobile Operator – At start: 18 BRQ; 100 DRQ • BRQ took 3 weeks – At 1 year: 18 BRQ; 150+ DRQ Friday, 15 October 2010 ©2010 Data Management & Warehousing 15
16.
How Do We
Implement This? • Project Services – Integrated Environment based on free open source software Trac – Web Based solution with: • Wiki / Ticketing / Version Control / Test Management / Security – More Info: http://projects.datamgmt.com/ Friday, 15 October 2010 ©2010 Data Management & Warehousing 16
17.
Can we have
your templates? • No! But not • Templates are an ‘aide memoir’ for methodology for the reason practitioners not a substitute you think • People who just take the templates rarely follow the methodology and then blame the methodology for their failures • Our consultancy services and white papers are more useful to you in developing your own successful BI methodology Friday, 15 October 2010 ©2010 Data Management & Warehousing 17
18.
Things to watch
out for … • Success is Cultural • Which Methodology? • Mix & Match • Supplier Divorce • Where Metadata Starts Friday, 15 October 2010 ©2010 Data Management & Warehousing 18
19.
Success Is Cultural •
Results are about: – Your company culture – Then the methodologies • Are you adversarial? templates and data • Are you willing to models adapt? – Then the technology • Do you have a “can do” attitude? – The people you engage • The individuals • Not the supplier company Friday, 15 October 2010 ©2010 Data Management & Warehousing 19
20.
Which Methodology? • No
evidence that any particular approach is “the best” • Vendors & Systems Integrators market their successes but not their failures • The right one is the • Anecdotally smaller one that you can and truly agile make function inside projects are also very your organisation successfully over many years Friday, 15 October 2010 ©2010 Data Management & Warehousing 20
21.
Mix and Match
• One provider is unlikely to successfully work with the deliverables from another provider – Different methodologies put information and steps in different places so trying to marry them up always has overlaps and gaps – The price of vendor review and re-use is often larger than allowing the vendor to just do it their way and then internally ensure that everything is carried over from other projects, this also avoids the “blame game” Friday, 15 October 2010 ©2010 Data Management & Warehousing 21
22.
Supplier Divorce • BI
Projects are long-term – Typically 10-15 years • DWH Development Contracts are shorter – Typically 2-5 years • There will come a time when the developer leaves – It’s not always amicable – Plan for succession – Internalise critical parts of the methodology/ process and information Friday, 15 October 2010 ©2010 Data Management & Warehousing 22
23.
This is where
Metadata your starts • Business & Data Requirements are the core of your Metadata • Spine around which to build: – Business Definitions, Data Models, ETL Loads, Universes • There isn’t a single tool to do this • You need several tools and an integrated approach Friday, 15 October 2010 ©2010 Data Management & Warehousing 23
24.
In summary • Useful
Requirements: • Watch out for: – Understandable & – Success is Cultural Accessible – Which Methodology? – Revisions – Mix & Match Solutions – Testable – Supplier Divorce – An integrated part of – Where Metadata Starts the development process Friday, 15 October 2010 ©2010 Data Management & Warehousing 24
25.
BI Business Requirements
Thank You ETIS Stockholm 14th-15th October 2010
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