TDWI Project Management for Business Intelligence

Transcription

1 TDWI Project Management for Business Intelligence Format : C3 Education Course Course Length : 9am to 5pm, 2 consecutive days Date : February, 2012 Venue : Syd / Melb - TBC Cost : Early bird rate $1,998 (exgst) per participant : Regular rate $2,200 (exgst) per participant : Discounts available for team attendance Inclusions : Morning tea, lunch & afternoon tea both days : Course workbook & presentation notes Day 1: Project Management for Business Intelligence Overview Managing BI projects is a difficult responsibility that challenges even the most experienced IT project managers. Source system dependencies, uncertain data quality, volatile business requirements, and business urgency are but a few examples among a multitude of challenges. Many kinds of BI projects, ranging from data integration to predictive analytics, add to the complexities and multiple technologies such as data warehousing and data mining compound the problem. With BI projects, there is no project management silver bullet no "one size fits all" approach to project management. Learn how to choose among traditional, agile, and other project management methods. Then find out how to apply the chosen method for project planning, execution, monitoring, control, completion, and closure. Learn > Why and how managing BI projects is more difficult than managing traditional IT projects > How to define a manageable BI project > How to choose among traditional, agile, and rational unified project management methods > How to combine methods to create a hybrid approach to BI project management > How to plan a project with each project management method > How to apply each method in project execution > How each method supports project monitoring and control > How to apply each method at project completion Ideal for > BI and data warehousing project managers; business and IT managers with BI roles and responsibilities Day 2: Business Intelligence Program Management Overview A BI program is a large and complex undertaking with many interests, activities, and dimensions that must all be managed simultaneously. Program management encompasses the disciplines and activities necessary to coordinate multiple, overlapping, and interdependent projects.

2 Yet program management reaches beyond project activities to ensure quality and availability of business-critical information services and continuous support of vital business decision-making processes. Using a combination of lecture, discussion, and exercises, this course teaches techniques and provides tools to address six crucial areas of BI program management: portfolios, processes, quality, change, service, and value. Learn > Three frameworks that help to see the big picture when managing BI programs > Six critical areas of BI program management: portfolio management, process management, quality management, change management, service management, and value management > How the BI maturity model is used to manage evolution through multiple stages of BI growth and development > Tools and techniques to assess your BI program > Tools and techniques for quality measurement and management Ideal for > BI program managers, directors, and sponsors > Anyone with leadership and management responsibilities in business intelligence, information services, data warehousing, or data integration Presenter The TDWI presenter will be confirmed closer to the course date. Registration Please register your interest on the Education page to secure your place and receive date confirmation notifications. About TDWI TDWI, a division of 1105 Media, is the premier provider of in-depth, high-quality education and research in the business intelligence and data warehousing industry. Starting in 1995 with a single conference, TDWI is now a comprehensive resource for industry information and professional development opportunities. TDWI sponsors and promotes quarterly World Conferences, topical seminars, onsite education, a worldwide Membership program, business intelligence certification, resourceful publications, industry news, an in-depth research program, and a comprehensive website, 2

3 Course Detail: TDWI Project Management for Business Intelligence Day 1: Project Management for Business Intelligence Module One Project Management Fundamentals Project Management Basics Project Management Defined Project Management Responsibilities Project Management Terminology Project Management Tools and Technology Architecture and Methodology Compatibility and Dependency Project Management Success The Right Balance Deliver Results On Time and within Budget Meeting Expectations With Happy Customers Project Management Failures Missing Success Criteria High Stress Bad Feelings and Damaged Relationships Module Two Challenges of BI Projects BI Projects vs. IT Projects Lifecycle Differences Methodology Differences Different Requirements Different Stakeholders Business Scope and Visibility External Dependencies Different Skills Kinds of BI Projects Data Integration and Data Warehousing Query and Reporting Business Analytics Monitoring and Management Systems Data Mining Decision Automation Operational Integration Technology and Infrastructure Project Management Methods Project Management Institute (PMI) PMI in Greater Detail Rational Unified Process (RUP) RUP in Greater Detail Agile Project Management Hybrid Methods A Checklist for High-Quality Requirements Systems Development Tools 3

4 Software Configuration Management (SCM) Maintenance Requirements Service Oriented Module Three - Defining a BI Project Project Definition Questions What Will You Deliver? To Whom Will You Deliver? With What Interested Parties? With What Participants? Using What Resources? At What Cost? By When Will You Deliver? For What Purpose or Value? With What Success Criteria? The Project Charter Forman Project Definition Sponsors Description Statement of Scope Top-Level Business Requirements Business Rationale and Priority Project Dependencies Stakeholders Staffing: Roles, Skills, and Responsibilities Top-Level Schedule Budget and Resource Allocation Success Criteria and Measures Assumptions and Constraints Readiness and Risk Assessment Module Four - Choosing the Project Approach Fitting to the Organization A CMMI View Project Size and Duration Kind of Project Level of Readiness Level of Risk Fitting to the Project Level of Readiness Level of Risk Degree of Formality Traditional, Rational, Agile, or Hybrid? Defining the Project Structure o Lifecycle and Methodology Project Governance Organizations and Teams Change Control Issues Management Document Management 4

5 Communication and Reporting Module Five - Running the Project Planning the Project PMI Planning Rational Planning Agile Planning Executing the Project PMI Execution Rational Execution Agile Execution Monitoring and Controlling the Project PMI Project Control Rational Project Control Agile Project Control Completing the Project PMI Project Closure Rational Project Closure Agile Project Closure Module Six - Summary and Conclusion Summary of Key Points A Quick Review References and Resources More Project Management Information Day 2: Program Management for Business Intelligence Module One - Overview of BI Programs Business Intelligence Defined Business Intelligence Frameworks BI Components Framework BI Organizational Framework BI Technology Framework Program vs. Project Program Management Roles and Responsibilities Module Two - Activities of BI Program Management Scope of Responsibilities BI Portfolio Management Analytic Services Information Services BI Systems BI Projects BI Process Management Development Processes Operations Processes Service Processes Quality Management Technical Quality Data Quality 5

6 Information Quality Business Quality Services Quality Decision Process Quality Learning and Growth Quality Change Management BI and the Rate of Change The Challenges Practices and Techniques Service The BI Services Catalog Service Level Agreements Value Management The BI Business Case Managing the Value Chain Related Disciplines Module Three - Assessment of BI Programs Assessment Concepts What is Assessment? Readiness Defined Assessment and Readiness Principles of BI Assessment The Dimensions of Assessment Why Assess? What to Assess? When to Assess? How to Assess? Performing a BI Program Assessment The BI Maturity Model Self-Assessment Scale Self-Assessment Technique BI Assessment Survey Scoring the Survey Results Understanding the Results Using the Results Module Four - Complementary Assessment Techniques Data Warehousing Assessment The Dimensions of Assessment Self-Assessment Scale Self-Assessment Measurement Technique Data Warehousing Assessment Survey Scoring the Survey Results Understanding the Results Using the Results Quality, Service, and Value (QSV) Assessment Dimensions of Quality Impacts of Quality Dimensions of Service 6

7 Dimensions of Value QSV Assessment Survey Scoring the Survey Results Understanding the Results Using the Results Module Five - Measuring and Managing Quality Principles of Quality Definitions The Source of Product Defects Responding to Defects Quality Economics Quality in BI Systems Business Quality Information Quality Technical Quality Quality Management Factors Measuring the Quality of BI Systems Measurement Concepts Levels of Measurement Measurement Concepts Types and Techniques Measurement Concepts Comparative Measurement The Goal-Question-Metric Approach Measurement Process From Goals to Data Using Measurement Data Managing the Quality of BI Systems Continuous Attention to Value Growth Management Putting the Pieces Together Module Six - Summary and Conclusion Ongoing Assessment Best Practices in BI Program Management References and Resources Appendix A - Quality Management Workshop Workshop 1: Defining Quality Workshop 2: Setting Quality Goals Workshop 3: Applying GQMM for BI Quality Workshop 4: Developing Quality Questions Workshop 5: Understanding Metric Structures Workshop 6: Developing Quality Metrics Workshop 7: From Metrics to Measures Appendix B - A Sample Framework of Quality Metrics Business Quality Examples Information Quality Examples Technical Quality Examples Appendix C - Quality Toolkit Toolkit Content Toolkit Roadmap 7

8 Goals Worksheet Questions Worksheet Metrics Specification Worksheet Measurement Needs Summary Worksheet Measurement Specification Worksheet Appendix D - Program Assessment Workshop Workshop 1: BI Program Questionnaire Workshop 2: BI Assessment Survey Workshop 3: Data Warehousing Assessment Workshop 4: QSV Assessment Appendix E - Additional Reading Ten Best Practices in Business Intelligence The Keys to the Data Warehouse Beyond Information Delivery Total Cost of Ownership 8