Establishing an Enterprise-wide Data Warehousing Strategy

1
Establishing an Enterprise-wide Data
Warehousing Strategy

• By Michael G. Miller
• National Director - Enterprise Intelligence
  Butler Technology Solutions
• mgmiller_at_butler.com

2
Agenda

• Introduction
• Current State of Data Warehousing
• Current Problems / Potential Solution
• Establishing the EDW Strategy
• Utilizing the Zachman Framework
• Questions (hopefully) Answers

3
Butler International

• Today, through our 50 offices,
• 6200 Butler employees serve
• over 1600 client companies
• worldwide.

4
Butler Awards

• Arthur Andersens 1998 International Best
  Practices Award, one of top three companies
  worldwide in Exceeding Customer Expectations, and
  number one regionally.
• New Jersey Technology Council Award for Customer
  Service Company of the Year in 1998
• Internet Business Network Award, ranked as one of
  the top 6 Third Party Recruiting Web Sites in
  1998

5
Butler Technology Solutions Areas of Expertise

• Enterprise Applications Solutions
• Enterprise Relationship Management
• E-Commerce
• Enterprise Intelligence
• Enterprise Network Solutions
• Network Design, Construction, Operation,
  Assessment, etc.
• Quality Assurance Solutions
• Testing Automated, Manual, Performance, etc.
• Staff Augmentation Solutions

6
Butler Technology Solutions Clients

• American Re-Insurance
• Avon
• Banc One
• Bell South/RAM
• Citigroup
• Chase
• Estee Lauder
• First Data

• IBM
• JP Morgan
• John Hancock
• MCI
• Merrill Lynch
• Prudential
• Solomon Smith Barney
• UPS

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Current State of Data Warehousing

• Good news bad news
• The good news
• Data Warehouse is no longer considered bleeding
  edge or leading edge technology.
• It is now considered a main stream technology and
  in many cases, a mission critical technology.
• The bad news
• Data Warehouse is no longer considered bleeding
  edge or leading edge technology.
• It is now considered a main stream technology and
  in many cases, a mission critical technology.

8
Current State of Data Warehousing

• More bad news
• In many organizations,
• Data Warehouse is thought of as just another
  application development effort,
• rather than,
• as a whole new platform or whole new
  environment, separate distinct from the
  operational systems.

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Enterprise Data Warehouse Construction...
...the toughest data warehousing problems have
nothing to do with the technology-they have to do
with delivering value to the users, maintaining
the data warehouse, and shifting from a
transaction-processing to a decision support
mindset.
- Larry Greenfield Datamation, 3/1/96
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Original ProblemOperational System Stovepipes
M a r k e t i n g
A c c o u n t i n g
M a i n t e n a n c e
P r o d u c t i o n
I n v e n t o r y
H u m a n R e s o u r c e s
S a l e s
F i n a n c e
T r a n s p o r t a t i o n
R D
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Data Warehouse Stovepipes
90 Day Data Warehouse
30 Day ODS
M a r k e t i n g
A c c o u n t i n g
M a i n t e n a n c e
P r o d u c t i o n
I n v e n t o r y
H u m a n R e s o u r c e s
S a l e s
F i n a n c e
T r a n s p o r t a t i o n
R D
15 min. Data Mart
12
Current Problems

• Stove Pipe Data Warehouses
• Stove Pipe Data Marts
• Stove Pipe ODSs
• Results in Islands of Information

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Islands of Information
Marketing DM ISLAND
Financial DM Island
Customer ODS Island
Product DW Island
14
3 Stages of Data Warehousing

• Stage 1 Reporting
• Stage 2 OLAP
• Stage 3 Data Mining

15
Strategy Architecture

• Microsoft says Where do you want to go today?
  I say
• Where are you today?
• Where do you want to be tomorrow?
• What is the gap between where you are today
  where you want to be tomorrow?
• Can you bridge that gap in the time allotted?

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Utilizing the Zachman Framework

• Now..
• Identify a Enterprise Data Warehouse strategy to
  successfully bridge the gap set your direction,
  
• Using the Zachman Enterprise Architecture
  Framework as a vehicle for communication.

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Enterprise Architecture A Framework
TM
18
Enterprise Architecture A Framework
TM
19
Column 6 Motivation (Why?)

• List of Major Business Goals/Strategies/
  Critical Success Factors
• John A. Zachman

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Column 6 Motivation (Why?)

• What are the current major
• Business Goals?
• Business Strategies?
• Critical Success Factors?
• Compensation Methods?

21
Column 6 Motivation (Why?)

• What are the future major
• Business Goals?
• Business Strategies?
• Critical Success Factors?
• Compensation Methods?

22
Column 6 Motivation (Why?)

• What is the gap between the current future
  major
• Business Goals?
• Business Strategies?
• Critical Success Factors?
• Compensation Methods?

23
Column 6 Motivation (Why?)

• Can you bridge the gap between today's
  tomorrows business goals, strategies, critical
  success factors in the time allotted?

24
Column 2 Function (How?)
25
Column 2 Function (How?)

• How do you do what you do?
• Current Functions
• Current Processes

26
Column 2 Function (How?)

• How do you intend to do what you do? (future)
• Future Functions
• Future Processes

27
Column 2 Function (How?)

• What is the gap between today's tomorrows
  functions and processes?

28
Column 2 Function (How?)

• Can you bridge the gap between today's
  tomorrows functions processes in the time
  allotted?

29
Column 4 - People (Who?)

• List of Organizations important to the Business
  
• John A. Zachman

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Column 4 - People (Who?)

• Who are todays organizations for EDW?
• Who are the current
• EDW champions?
• EDW opponents?
• EDW customers (users)?
• EDW general management?
• EDW consultants?
• EDW product vendors?
• EDW other parties?
• Ex. Stockholders, Investors, Venture Capitalists,
  etc.

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Column 4 - People (Who?)

• Who are tomorrows organizations for EDW?
• Who are the future
• EDW champions?
• EDW opponents?
• EDW customers (users)?
• EDW general management?
• EDW consultants?
• EDW product vendors?
• EDW other parties?
• Ex. Stockholders, Investors, Venture Capitalists,
  etc.

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Column 4 - People (Who?)

• What is the gap between today's tomorrows
  organizations for EDW?
• What is the gap between current future
• EDW champions?
• EDW opponents?
• EDW customers (users)?
• EDW general management?
• EDW consultants?
• EDW product vendors?
• EDW other parties?

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Column 4 - People (Who?)

• Can you bridge the gap between today's
  tomorrows organizations for EDW in the allotted
  time?

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Column 4 -Who is your Customer?
Executive Management Focus Long Range (1 year
) Perspective External Future
STRATEGIC
Middle Management Focus Mid Range (30days to
1yr.) Perspective External/Internal Recent
Past
TACTICAL
Operations Focus Short Range (1-30
days) Perspective Internal Now
OPERATIONAL
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Column 1 Data (What?)

• List of Things Important to the Business
• John A. Zachman

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Column 1 Data (What?)

• What current things are important to the
  business?
• Customers/Markets
• Products/Services
• Suppliers
• Money
• Employees

37
Column 1 Data (What?)

• What future things are important to the business?
• Customers/Markets
• Products/Services
• Suppliers
• Money
• Employees

38
Column 1 Data (What?)

• What is the gap between today's tomorrows
  data?

39
Column 1 Data (What?)

• Can you bridge the gap between today's
  tomorrows data in the time allotted?

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Column 5 Time (When?)

• List of Events Significant
• John A. Zachman

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Column 5 Time (When?)

• When do significant events/cycles currently
  occur?
• Ex. Data created, process occurs, location
  becomes operational, person hired, customer
  cancels order
• Ex. Merger, Acquisition, Divestiture, Web Site
  crash, Reorganization, Downsizing, Rightsizing,
  etc.
• Ex. Earthquake, hurricane, other acts of God.

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Column 5 Time (When?)

• When will significant events/cycles occur in the
  future? (Faster, slower, not at all)
• Ex. Data created, process occurs, location
  becomes operational, person hired, customer
  cancels order
• Ex. Merger, Acquisition, Divestiture, Web site
  crash, Reorganization, Downsizing, Rightsizing,
  etc.
• Ex. Earthquake, hurricane, other Acts of Nature.

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Column 5 Time (When?)

• What is the gap between current future
  significant events/cycles? (Rate of Change)

44
Column 5 Time (When?)

• Can you bridge the gap between today's
  tomorrows events / cycles in the time allotted?

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Column 3 Network (Where?)

• List of Locations in which the Business
  Operates
• John A. Zachman

46
Column 3 Network (Where?)

• Where are todays
• Operations currently conducted?
• Operations managed (from)? Tactical Level
• Operations directed (from)? Strategic Level
• Customers located?
• Other stakeholders located?
• Ex. Regulators, Stockholders, EDW Consultants,
  etc.

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Column 3 Network (Where?)

• Where are tomorrows
• Operations to be conducted?
• Operations to be managed (from)? Tactical Level
• Operations to be directed (from)? Strategic
  Level
• Customers located?
• Other stakeholders located?
• Ex. Regulators, Stockholders, EDW Consultants,
  etc.

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Column 3 Network (Where?)

• What is the gap between today's tomorrows
  locations?

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Column 3 Network (Where?)

• Can you bridge the gap between today's
  tomorrows locations in the time allotted?

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E.D.W. - S.W.O.T Analysis

• Internal View
• Strengths
• Weaknesses
• External View
• Opportunities
• Threats

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Determine EDW Strategy

• JAD Strategy Sessions
• Document Strategy
• Begin to develop architecture

52
Enterprise Data Warehouse Architecture
TM
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Future Direction

• Think Business Information Portal
• Think XML
• Think Wireless (any time, any where)

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The End Thank You

• Any further questions contact
• Michael G. Miller
• National Director - Enterprise Intelligence
• Butler Technology Solutions
• 3601 Algonquin Road 323
• Rolling Meadows, IL 60008
• 847-506-7456
• mgmiller_at_butler.com