Extreme Scoping™ - An Agile Approach to Enterprise Data Warehouse and BI Project Management by Larissa Moss

Duration - 2 Days
Availability - On Site at Your Location
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Conducted by BI/DW Expert and Noted Author Larissa Moss
Discover a new approach to DW projects - Extreme Scoping
Can agile methods be effectively applied to data warehouse projects? In this two-day seminar, Larissa Moss presents a proven agile approach that works for data warehouse projects.
There is unanimous agreement among agile authors, experts, and practitioners that agile development works for building small stand-alone systems, including front-end BI applications. However, there is considerable disagreement among the experts whether agile can work for large, complex systems like an enterprise data warehouse, which requires an enterprise perspective for activities like data standardization, data integration, enterprise data modeling, business rules ratification, coordinated ETL data staging, common metadata, collectively architected (designed) databases, and so on. Today’s popular agile methodologies (Scrum, XP) were not designed to address any of these additional EDW/BI-specific complexities and interdependencies.
The Extreme Scoping™ approach presented in this seminar is currently the only agile EDW/BI-specific method, which merges agile principles with a robust EDW/BI project methodology that includes all the time-consuming data management activities so crucial for enterprise-class data integration solutions.
Through exercises and team interactions, participants will receive a clear understanding of how to manage their enterprise data warehouse and business intelligence projects more effectively. They will be equipped with techniques to recognize and to minimize the risk of failure, and to maximize their chances for success.
Benefits of Attending - What You Will Learn
  • How to build your BI applications using software releases based on agile principles
  • Learn about Extreme Scoping™ as an agile project management technique
  • How to organize and empower your project teams, including their roles and responsibilities
  • How to coordinate and manage multiple interdependent DW projects under one BI program
  • How to overcome organizational and cultural barriers to implementing this new approach
What Makes This Seminar Unique
This seminar is packed with new information for both experienced and less experienced project managers. It covers the key issues a project manager will face on a DW project, and it offers solutions to the many challenges a DW project manager faces. Questions you bring to the seminar will be answered, such as:
  • How is agile project management different from a traditional approach?
  • How is Extreme Scoping™ different from other agile project management techniques?
  • What steps must be taken to effectively manage a DW project?
Who Should Attend and What You Will Learn
Data Warehouse Customers (end users) will learn:
  • How your involvement is essential for the success of a DW project
  • How to more accurately plan, estimate and manage your own involvement in the project
  • How to recognize "dirty data" and how to triage data cleansing

Developers will learn:
  • How the data management process differs from the data delivery process
  • How your roles and responsibilities have shifted
  • How to use Extreme Scoping™ and how to manage "refactoring" activities

Project Managers will learn:
  • How to establish a core team and what roles and responsibilities have to be assigned
  • How to create project plans and how to manage to them
  • How to "time-box" weekly activities for controlling the project

Attendees will also learn:
  • What technical and non-technical infrastructure is needed for a DW
  • How to assess the quality of your source data in order to create accurate estimates for the ETL process
  • Best practices and critical success factors
1. Why traditional project management (PM) does not work on DW projects
  • Business Intelligence (BI)
  • Data Warehouse (DW) role in BI
  • From Chaos to architecture
  • Uncoordinated traditional development method
  • Waterfall methodologies
  • Industrial-age mental model
  • The time trap
  • Proliferation of redundancy
2. Software release concept and agile principles
  • Information-Age mental model
  • Coordinated cross-organizational development method
  • Spiral (iterative) methodologies
  • Software release concept
  • Agile development methodologies
  • Principles of agile development
  • Can agile be used for BI?
  • Can agile be used for EDW?
  • Agile principles that work for EDW projects
  • Agile principles that don’t work for EDW projects
  • Extreme Scoping™ release guidelines
3. Extreme Scoping™ 7-Step planning process
  • Speculation and scouting
      - Sixteen EDW/BI development steps (BI Roadmap methodology)
      - Business integration activities
  • Extreme scoping applied (software releases)
      - BDTP Balance™
      - Team organization
      - Project team structure
      - Project team staffing
      - Core team roles
      - Extended team roles
  • Planning the first software release
      - Work breakdown structure
      - EDW/BI development step activities
  • Weekly milestones
      - State of the project
      - Project partitioning
  • Parallel development tracks and assignments
      - Parallel development activities
      - Roles and responsibilities
  • Informal internal micro plan
      - Daily management of project
  • Formal management macro plan
      - Weekly reporting to management
  • Planning the next software release
4. BI program management
  • Project vs. Program
  • Core competencies
      - Enterprise infrastructure management
      - Enterprise information management
      - Enterprise meta data management
  • BI application portfolio management
  • BI steering committee
  • BI program manager
  • TDWI BI maturity model
Larissa Moss is a senior faculty member of PESG and is president of Method Focus Inc., a California corporation specializing in improving the quality of business information systems. In addition to being lead instructor and course author for PESG's data warehouse methodology training curriculum, she frequently presents at conferences in the United States, Canada, Europe, Australia, and Asia on the topics of data warehousing, business intelligence, customer relationship management, information quality, and other enterprise architecture and information asset management topics, such as data integration and cross-organizational development. She lectures worldwide on the topics of business intelligence, data warehouse development processes (methodology), project management, data modeling, and data quality audit and control. She provides consulting services to Fortune 500 companies for their business intelligence projects. These services include business intelligence strategy, data warehouse readiness assessment, application of spiral methodologies, project management, staffing and organizational realignment, data administration, data modeling, data quality assessment, data transformation and cleansing, as well as meta data capture and utilization.
Ms. Moss has written a number of books, white papers, and articles on business intelligence, project management, information asset management, development methodologies, data quality, and organizational realignments. In 1991 she self-published her first methodology RSDM 2000, Relational System Development Methodology, Volumes I & II. Since then, she has co-authored the books Data Warehouse Project Management, Impossible Data Warehouse Situations,  and Business Intelligence Roadmap, and Data Strategy, all published by Addison Wesley. Her articles are frequently published in DM Review, Teradata Magazine, TDWI Journal of Data Warehousing, Cutter IT Journal, The Navigator, Analytic Edge, and in the electronic newsletters Real-World Decision Support and BusinessIntelligence.com. Her white papers include Organizational and Cultural Barriers to Business Intelligence, Developing BI Decision-Support Applications: Not Business As Usual, and Data Quality is Not Optional are published through the Cutter Consortium and The Importance of Data Modeling as a Foundation for Business Insight.