ENTERPRISE DATA WAREHOUSE
Name of ProjectEDW Customer/Equipment Daily
(CED)
PROJECT CHARTER
PMT ID:
Prepared by:
Orlando Moreno
omoreno@hotmail.com
408.656.2498
Draft 0.2Baselined 1.0
Date:

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Page 2

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Table of Contents
Enterprise Data Warehouse
........................................................................................................................
1
WWWaWateWaWarehouse
........................................................................................................................
1
High Level Project Description
........................................................................................................................
7
Project Objectives
........................................................................................................................
7
1.Business Problem
..............................................................................................................................................................
7
2.Project Objectives
..............................................................................................................................................................
7
Users
........................................................................................................................
7
Client/Sponsor/Budget Information
........................................................................................................................
7
Project Tracking Information
........................................................................................................................
7
Source of Record IT Contacts
........................................................................................................................
7
Project Scopes/Dependencies
Page 3

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
........................................................................................................................
7
1.In Scope
..............................................................................................................................................................
7
2.Out of Scope
..............................................................................................................................................................
7
Proposed Solution
........................................................................................................................
7
1.Proposed Design Solution
..............................................................................................................................................................
7
2.Proposed Implementation Approach
..............................................................................................................................................................
8
3.Modeling
..............................................................................................................................................................
8
4.Metadata
..............................................................................................................................................................
8
5.Testing/Validation
..............................................................................................................................................................
8
6.Project Tracking and Oversighting
..............................................................................................................................................................
8
7.Project Related Publication/Reference
..............................................................................................................................................................
8
8.Communication Plan
..............................................................................................................................................................
8
Project Assumptions, Risks and Constraints
........................................................................................................................
8
1.Assumptions
..............................................................................................................................................................
9
2.Risks
..............................................................................................................................................................
9
Page 4

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Related Projects Matrix
........................................................................................................................
9
High Level Project Estimates
........................................................................................................................
10
1.Resources and Hours Estimate
..............................................................................................................................................................
10
2.Teradata Capacity Estimate
..............................................................................................................................................................
11
High level Project Timeline* by Phase
........................................................................................................................
12
KEY OPEN ISSUES
........................................................................................................................
13
Attachment I - Organization, Responsibility and Resources
........................................................................................................................
14
Attachment II - Project Change Management Plan
........................................................................................................................
14
Introduction
..............................................................................................................................................................
14
The Change Management Process
..............................................................................................................................................................
14
Change Request
..............................................................................................................................................................
15
CMR Log Sheet
..............................................................................................................................................................
17
Attachment III - Project Issue Management Plan
Page 5

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
........................................................................................................................
17
Executive Summary
..............................................................................................................................................................
18
The Method and Procedures
..............................................................................................................................................................
18
Issue Management
..............................................................................................................................................................
18
Issue
..............................................................................................................................................................
18
Evaluation
..............................................................................................................................................................
18
Escalation Procedure
..............................................................................................................................................................
19
Document History
........................................................................................................................
20
Page 6

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
High Level Project Description
Project Objectives
1. Business Problem
2. Project Objectives
Users
Client/Sponsor/Budget Information
Client:
Sponsor:
Budget:
← Non-labor expense (Teradata space) –
← Labor expense for employees will be .
Project Tracking Information
EDW PMT ID:
AIT INIT Code:
Source of Record IT Contacts
Project Scopes/Dependencies
Merger – Cross Dependency
1. In Scope
EDW Subject Area:
2. Out of Scope
Proposed Solution
1. Proposed Design Solution
• Tables -
• Processes -
Page 7

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
2. Proposed Implementation Approach
3. Modeling
Note: This work effort will depend on the outcome of AIT Merger Project analysis that is currently
underway. Fran MacDonald is coordinating the PM from AIT to work with this project team. The
purpose is to evaluate if the integrated table structure will support this project. It is expected that
decision will be made within two weeks.
4. Metadata
5. Testing/Validation
6. Project Tracking and Oversighting
• This charter contains multiple work efforts for each subject area and each of the efforts has
funding and approval and will be resourced and charged appropriately using available PMT ID in
the Corporate CMPM time management tool.
• Project Status Review meetings will be held regularly starting on. Team deliverables and timelines
will be observed; issues and jeopardies discovered/discussed will be administered according to the
communication plan defined in section 8.
← Frequency: BI-weekly status review during requirement phase. Weekly status review after
requirements are completed
↑ Time - (PT)/ (CT).- (PT)/ (CT)
→ Kick-off Meeting - The team kick-off meeting will be held on (PT)/ (CT).
7. Project Related Publication/Reference
A project control folder has been established on the EDW shared server to house project
documents. All team members will have the accessibility to these documents. Primary
communication vehicles are electronic mail and the project control folder. The EDW shared server
is located at: prism01EDWprojectsCustomer Equipment Daily
8. Communication Plan
← Change Management Plan
Provides procedures on how change to the project’s Charter, budget, schedule, and
deliverables are processed. See Attachment II
↑ Issues Management Plan
Provides Procedures for the timely identification and resolution of project level issues. See
Attachment III.
C:UsersomorenoAppDataLocalTempTemp1_Charter.zipIssue
ManagementIssues Management Plan.doc
Project Assumptions, Risks and Constraints
Page 8

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
1. Assumptions
2. Risks
Related Projects Matrix
Dependent Projects (There are no dependent projects as of now unless we are required to build
integrated tables as specified with the AIT Merger.)
EDW Application Name Specs Contact Remarks
Page 9

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
High Level Project Estimates
1. Resources and Hours Estimate
The EDW Project team for the ??? Project includes a Lead Architect, a Team Lead, a Project Manager,
Data Specialists, a Data Quality Analyst, an Application Developer, a Lead DBA, a DBA, and a Modeler.
Lead Architect
The Lead Architect will have the major responsibility for approval of the architecture strategy for this
project. Provides advice and guidance to the project team on the project implementation direction.
Roles/Resources Task Estimated
hours
Project Manager- / Provide project charter, and project definition report
Team Leader- Identify resources PM: ???
Perform project tracking and Oversighting function Team Leader:
???
Conduct a project team kick off meeting
Conduct project status review meetings
Manage escalations and jeopardy issues
Maintain project schedule and monitor project progress
SPOC for Client community
As the Lead Data Specialist, the Team Leader also
conducts design walk through
Data Specialists: Provide Consultation on project deliverables, schedule DS –???
and design issues through out the SDLC DS – ???
Data Analysis
Requirements
Document Design Specs
Develop test plans
Support unit and system testing
Conduct data validation
Assist clients with end user acceptance testing.
Data Modeler- Logical data model ???
(TBD) Document Metadata
(Approx. Estimate. Modelers will modify the estimate
as requirements are completed.)
Data Quality Analyst – Data Analysis Reporting (Evoke, SAS frequency, ???
pattern analysis, etc)
Assist test plans and data validation
Developer: Extract program logic ???
Document Design
Conduct unit and system testing.
Make code changes where necessary
Document SIA
Schedule release into production.
Page 10

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
DBAs: Physical data model Lead
Develop program logic for loading tables DBA ???
Document EDW Teradata Design DBA ???
Conduct unit and system testing.
Make code changes where necessary
Schedule release into production.
Total ???
Note: estimate does not include time and cost for end user participation.
2. Teradata Capacity Estimate
Currently, the T81A22_EQUIPMENT_EOM_CURR requires 88 gigabytes of storage capacity. It is
estimated that the daily update table will require a minimum of 88 gigabytes (w/o fallback).
The T82A08_CUSTOMER_EOM_CURR requires 8 gigabytes of EDW storage. It is estimated that
the daily update tables would require a minimum of 8 gigabytes (w/o fallback).
Detail:
EDW Functional Areas Estimated Capacity W/Fallback
PSOD
T82A08_CUSTOMER_EOM_CU 8 gig 16 gig
RR
T81A22_EQUIPMENT_EOM_CU 88 gig 176 gig
RR
Reference
Others Apps (ECM/Contact…)
Total
Page 11

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
High level Project Timeline* by Phase
TASK START DATE END DATE
Project Duration 9/7/00 12/15/00
Requirements / 9/7/00 10/13/00
Validate if AIT structures will support CED project requirements
Identify business rules for deriving daily updates to product and services
Identify business rules for updating customer account data
Create data acquisition design documents (ongoing) 9/7/00 12/1/003/30/00
Modeling 9/7/00 9/29/0010/19/00
Define data elements and definitions
Create logical model (TBD- based on use of AIT integrated tables
Design 10/13/00 11/3/00
Finalize design include plans for reconciliation,
Program development / Coding 9/3010/23/00 11/8/0012/4/00
Build Prototype tables in EDW development
Build program logic for updating billing account information
Build program logic for updating product and services
Unit test
System Test
Data validation and testing 11/8/0012/4/00 11/1512/15/01
Validate with requirements
User acceptance
Checkpoint revisit requirements / adjust program development 11/15/0012/15/00 11/30/002/2/01
Integration testing
User acceptance testing
Production Implementation 11/302/2/01 12/152/16/01
(Propose limited access view until Dec. journal processing in January )
Checkpoint – Client and EDW approval for GA Release 12/272/16/01 1/3/20012/28/01
EDW General Release 1/1/3/1/2001 1/13/1//2001
Project documentation complete: 12/153/1/01 1/30/20013/30/01
EDW Meta data , design documentation, logical model, physical model
* This Timeline is subject to Change
Page 12

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
KEY OPEN ISSUES
Issue # Originator Issue Description Possible Resolution(s) Issue Owner Targeted Due Actual Sataus
Date Due Date
01
Page 13

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Attachment I - Organization, Responsibility and Resources
Name Responsibility Area Telephone E-Mail Address
Number
Attachment II - Project Change Management Plan
Introduction
The purpose of this Change Management Plan is to have an organized approach with which to
maintain control of changes during the project’s life cycle in order to minimize potential adverse
impacts to the quality. This plan describes the process flow from change origination to
completion, which will be used to manage change to the project schedule baseline. The following
are the procedures when administer changes.
The Change Management Process
1. Timing of Change Management
The change management process is to start at the baseline of the schedule. The EDW project team
must agree to deviations to the baseline, then and only then will the baseline schedule be revised and
approved changes implemented. It is recognized that in order to be effective and to mitigate risk as
much as possible, the change management process must be responsive. Because of this, team meetings
will be called to consider all changes to the project baseline. If an emergency exists and decisions
concerning change must be made on the fly, the request should be submitted to the team lead or the
project manager as an emergency request to be decided on.
2. Process
The following Flow Chart depicts the change management process scenario. The Change Request (CR)
Form and the CMR log are included following the flow chart.
•Authorized Change Process
Page 14

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
The requesting client functional organization project manager is responsible for preparing and
issuing a Change Request (CR) to the EDW project manager. Once this is completed, the EDW
project manager will perform initial preliminary impact analysis of the proposed change on time
lines, budgets and other resources that could affect the baseline of the project. The EDW team lead
will provide formal assessment result back to the requesting organization project manager.
CR WORK PROCESS FLOW CHARTS
C o m m u n it e C h a n g e D e s c r ip t io n / S t a t u s
R e c o rd C h a n g e
S ta tu s
(E D W P M )
I m p a c t e d S u b je c t C hange R equest
g e n e ra te s
A re a P M (C R )
No
S u b m it s C R
P r e lim in a r y Im p le m e n t
EDW A p p ro v e
R e v ie w C h a n g e Y es C hange
(T e a m L e a d /P M ) C hange?
(E D W T e a m ) (E D W T e a m )
Change Request
Page 15
Change Request Report
Project Name: Customer/Equipment Daily Update Project ID:
Prepared By : UUID/SBCUID: Phone #:
Date Created: Document Version:
Last Updated By: Last Date Updated:
Page 15

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Change Raised By: _________________ Phone #: _________ Date Raised: _________
Change #: _______
Change Summary:
Detailed Description:
Project Manager/Work Effort Owner Initial Evaluation:
Status: To be determined Type of Change: To be determined Priority: To be determined Target Date:
________
Evaluation Summary:
Total Cost:
Impact:
Comments:
Sub-Project/Work Effort Cost/Schedule Impacts and Comments
Implementation:
Status: To be determined Phase/Release: ______ Contract Change TBD Contract #: _______
Incorporated into plan by: __________________________ Implemented by: _______
Additional Implementation Detail:
Approved By/Signed: _________________________________________________________________________
(print name here)
Approved By/Signed: _________________________________________________________________________
(print name here)
Page 16

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
CMR Log Sheet
Page 17
Change Request Log
Project Name: Project ID:
Prepared By: UUID/SBCUID: Phone #:
Date Created: Document Version:
Last Updated By: Last Date Updated:
Change Summary Date Raised Status Type of Total Close Date
# Change Cost
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
Attachment III - Project Issue Management Plan
Page 17

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Executive Summary
Definition –
• An ISSUE is a circumstance or question that if left unresolved will most likely result in a risk
event occurring.
• ISSUE MANAGEMENT is the process concerned with identifying and resolving problems that affect
a project and to minimize negative impacts.
Objective - This document provides the method and procedures used to timely identify and to resolve
issues that threaten the completion of tasks on the Customer/Equipment Daily Project Implementation
timeline.
The Method and Procedures
At a high level, the process for managing issues can be illustrated as follows:
Issue Management
Issue Issue Issue
Identification Issue Documentation Tracking and
Reporting
The process involves the following roles:
• Originator: The person who initially identifies the issue. Any member of the project team can raise an
issue
• Owner: The person best equipped to determine the resolution to an issue from a content
perspective based on knowledge, skills, and relationships will own the issue identified. In this project,
the issue owner will be the person who owns the EDW subject area.
• Facilitator: Acts as a process “quality gate” to ensure that complete and appropriate issues are being
entered (i.e. documented). The PM/ the project team leader will perform this duty
Issue identification
Issue identification involves constantly monitoring the progress of the project in an effort to isolate those
situations that negatively impact its progress. Issues can be identified at any time when they arise.
Issue Evaluation
Issue evaluation involves assessing its nature and impact. The purpose of evaluating an issue is to assist the
team to prioritize the order in which issues will be resolved. All issues will be identified /evaluated
/assigned ownership during the team status review meeting.
Page 18

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Issue documentation
All issues will be documented in an accurate and timely fashion so that they can be tracked and shared with
team members. Following information will be documented once the meeting is adjourned:
Id#: Numerical code representing the sequence of the issue.
Originator: Person responsible for surfacing the issue
Issue description: The description will capture the basic component needing res resolution. It
should be descriptive enough so that any one reading the document can understand the issue.
Possible Solution: Dated comments describing activity related to issue resolution. Each time status
is obtained on the issue it should be documented here. This field should also contain the resolution
decision.
Owner: Person responsible for issue resolution.
Targeted Due date: Date issue is targeted to be resolved
Actual Due date: Date issue is actually being resolved
Status: This should reflect whether the item is open or closed. If item is closed, the date
should be listed here also.
Issue tracking and reporting
After the issue has been properly documented, regular status updates will be obtained at each team meeting
or via email/telephone contact and documented in the project management folder on the shared server. The
Team Lead/Project Manager will be responsible for working with the content owner to facilitate issue
resolution and for ensuring that the issue log is updated with new status information.
If at any point during the process, the project Team Lead/PM believes that an issue prevents work from
moving forward, it will be escalated to the Upper Management.
Escalation Procedure
If an issue should require escalation to the upper management in order to be resolved, The PM will be
responsible for the coordination of the escalation to the next level of management and for inclusion on the
project open issue log. The Team Leader is to be included in the entire process. The Team leader will be
responsible for reassess the timeline against deliverables with the assistance from the team.
Page 19

ENTERPRISE DATA WAREHOUSE
Name of Project
Project Charter
Work Effort Name: PMT ID/INIT Code:
Prepared By: Orlando Moreno UUID: ME1984 Phone: 408-656-2498
Date Created: Document Version: 1.0
Last Updated By: Orlando Moreno Date Updated:
Document History
DOCUMENT SECTION VERSION # BY DATE SYNOPSIS OF CHANGES
??? Project Charter Draft Initial outline for review.
Timeline Draft Initial outline for review
Page 11 – Key Open Draft 0.2 Added Key open issue for project
Issues implementation.
Timeline Baselined 1.0 Team Updated/Baselined Timeline
Page 20