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Active Data Warehouse Checklist

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Get started with an Active Data Warehousing checklist. …

Get started with an Active Data Warehousing checklist.

http://www.teradata.com/t/AEI-Starter-Kit/Getting-Started/

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  • 1. Checklist ‐‐ Getting Started with Active Data Warehousing         How to Get an Active Data Warehouse Project StartedMany of us see the vision and the business value of Active Data Warehousingtm. Yet many ofour peers are unable to see beyond the everyday problems and tasks that challenge them. Sohow can we help our organization get more value out of the data warehouse? This checklistsummarizes key points for getting started with an Active Data Warehousetm (ADW). It isintentionally not comprehensive or complete. It is a high level list of tasks to consider doing toget the first project started.Some tasks in this checklist can be done by a programmer while other tasks must be done byan IT Director. An IT Director with good negotiation skills is needed to persuade seniormanagers in IT and the line of business that this new strategy can produce business benefitswithout high costs or high risk.Recruiting Line of Business Managers SupportTypically line-of-business management embraces Active Data Warehousingtm quickly. Theyhave often wanted to use "todays data today" instead of "yesterdays data today". Performingsome or all of these tasks will help teach what is possible with an ADW. The goal is to getexecutive support for a few Active projects. Here are some of the ways to get started: Task Description Educate yourself on Collect Active Data Warehouse business examples in your industry ADW business value and some from outside your industry. This will help provide money examples. making ideas for your peers. Send magazine articles or case studies to line of business managers Send Active articles to so they can see themselves what others have accomplished. Send several line of an article every few weeks since they cannot absorb it all at once. business decision Its a bad choice to send all the articles all at once -- information makers. Do this every overload will get ignored. When sending articles, it always helps to 3-4 weeks. ask questions like "Would this be useful in our company? Why or why not?" These organizations are often the first adopters of active applications. Its often useful to simply watch these organizations do their work for a few hours to understand their challenges. Consistently, there areas Visit the Call Center, where data from the data warehouse can help make their job easier Marketing, or Web site or more productive. Look for new uses of data that is already in the Manager data warehouse. Probe the business managers for their ideas on ways near real time analytic or integrated information could increase the value of their operations. Teradata has business consultants that specialize by industry and know what others are doing with Active Data Warehouses. They can spend half a day with your business executives and directors Put the Teradata explaining the kinds of applications and payback they have seen. Industry Consultant to These workshops are best done in a round table white board work discussion, not with presentations. Executives may not always let the sales person in their office, but they are eager to learn from Industry Consultants. Contact your Teradata representative to get a list of companies in Collect a few Active your industry with Active Data Warehouses. Dig into the details on a Data Warehouse couple of these examples. Also look on Teradata.com and Teradata  Page 1  
  • 2. Checklist ‐‐ Getting Started with Active Data Warehousing          References Magazine http://www.teradata.com/tdmo/ For the skeptics regarding data warehouses in real time applications, an easy demo is to use Travelocity at Show Travelocity low http://www.travelocity.com/flights and select the low fare alert. fare alert “demo” The displayed deals come directly from a Teradata system. If you login to Travelocity, most of the personalized advertizing is also sourced from a Teradata system. Theres a trend in the BI/DW industry thats been brewing for a few years called "pervasive BI" or "operational BI". Many companies, including the competition, are connecting their data warehouse into operational systems and applications. They deliver facts and analytics to front line employees, partners, and even customers. Elevator conversation Everyone gets facts and insights in seconds to help them make the (memorize) right business decisions. Thats why they call it pervasive BI -- it gets embedded in all kinds of business processes to help hundreds, maybe thousands of employees make 3-5 smarter decisions every day. We already have most of the data to make this happen in our data warehouse. I suggest a few proof of concept small projects. Active projects dont have to be expensive. Some amazing projects have been done with as little as 3 weeks of programming, testing, and Active applications roll out. Of course huge projects can be done if executives want to dont have to be spend the money. But in general, there are dozens of easy, low cost expensive projects that can payback handsomely. Even big active applications cost < 1% of the system to run tactical queries and 4-8% of the system for near real time loading. This is always a key milestone for any project. This executive must End Goal: be visionary and willing to grasp new concepts. They normally look to Find an executive others in the business team for recommendations so several people sponsor must be convinced before the executive will support these projects.  Page 2  
  • 3. Checklist ‐‐ Getting Started with Active Data Warehousing         Recruiting IT SupportConvincing IT managers the data warehouse is more than a reporting subsystem will betougher than getting line of business support. The people responsible to make it workare often the toughest skeptics. The IT group will split into two camps: a) those whoresist change and have too much to do already; b) those who embrace newtechnologies. The first group is vital to the day-to-day success of the company so dontget dismayed with their resistance. Its more important to rally the visionary types andthose who the CIO trusts to the possibilities of an Active Data Warehousetm. Here aresome of the ways to get started: Task Description Educate yourself on Develop a good understanding of the technologies and integration the 6 Active Elements points for an ADW first. An ADW becomes a useful peer subsystem to the overall IT architecture. This means fitting in with your architecture councils strategy, tools, and middleware selections.  What message queuing/ESB/EAI middleware is used?  Are there standards for object oriented relational mapping Learn the companys (ORM) such as Hibernate, JPA, or iBATIS? middleware and  What portal and web application server technologies are in overall IT architecture use (WebSphere, Tomcat, WebLogic, IIS, etc.)  What Integrated Development Environment (IDE) tools do the programmers user? i.e. Visual Studio, Eclipse, NetBeans, Rational, etc.  Do the architects emphasize portlets, SOA, REST, federation, or other design patterns? Sit in on the CTO For the data warehouse to fit into the overall IT architecture, it helps architecture council to know more about the current architecture, its goals, strategies, meetings data flow, and limitations. Workload management is the mandatory technology that makes "active" possible. Every data warehouse gains significant benefits from workload management by setting priorities, filters, and throttles. Turn on TASM TASM was built for data warehousing and was later used by smart DBAs to enable active applications. Consider hiring Teradata Professional Services to tune your system and set up TASM. The DBA staff and enterprise architects need to learn many of the same active concepts as the line of business management. Find ways to teach them the Active vision: what are the active applications, how can we make money doing this, what have others Communicate Active done in our industry, etc. This is a multi-step process since there are applications business many things to learn and the concepts have to be learned in steps, value not all at once. Consider involving IT managers in the line of business recruiting. Also consider having a Teradata Solution Architect visit 3-4 times to discuss Active Data Warehouse tm concepts and success stories. Start on a small Once TASM is running, the smallest, easiest project to do is to add project: Active Access high speed ADW access to a portal, an application, or any browser  Page 3  
  • 4. Checklist ‐‐ Getting Started with Active Data Warehousing          based display. This requires some Java or .NET programming to do simple database look-ups. The data warehouse is just another database, so programmers who write OLTP applications already know how to build data access logic. Writing SQL and passing it to JDBC or ODBC is not difficult. These kinds of projects can often be done in 2-4 weeks and demonstrate value quickly. A larger project than Active Access is to build mini-batch data loading. The DBA staff can do it with minimal external dependencies AND the line of business always has needs for near real time reports. Start Start on a small small with scheduled loads every few hours and increase the project: mini-batch frequency once its stable in production. Be sure to build in and prove the recovery processes. Do not start with 1-5 minute latencies or streaming data (aka TPump) as the first project if there is a choice. Its common for the line of business and IT to fast forward their thinking to large projects with a lot of complexity, risk, and cost. If the Executive sponsors wants this, get it done. Usually, big projects will Minimize cost and halt Active Data Warehousing tm funding and support. Its much better complexity for the first to start with small incremental pervasive BI projects that do not take active projects six months and a dozen laborers. Its also less risky since your organization can learn, make mistakes, and regroup quicker. Once there are a few low cost low risk projects in production, there is a foundation of knowledge and infrastructure to build on in the future. Resistance to change is a universal human trait so a plan is needed to help the front line users learn and use the active application. The Getting the end users programming staff must build self-service easy to use ways for the to use the active front line users to submit tactical queries or near real time reports. application Writing portlets for the employee portal are ideal for this as are near real time dashboards. Avoid complexity and emphasize ease of use. An Active Data Warehouse contains integrated data and runs mixed workloads. That means many data marts and operational data stores can be consolidated into the ADW. Typically, moving an ODS workload into the data warehouse is what creates an Active Data Do more with less Warehouse tm. It takes labor to migrate data marts and ODSs but over time, the cost savings can run from $100K to $500K per year for each repository. Think of an ADW as the equivalent of virtualization software that enables server consolidation projects. If IT is permitted to travel, schedule a full day in Teradata Labs San End Goal: Schedule an Diego. Focus several of the agenda topics on Active Data Active briefing at Warehouse technologies, best practices, and reference stories. Teradata Labs in San Talking direct to the developers about TASM, mini-batch versus Diego replication, tactical queries, and so on helps get the tough questions solved.For More Information: http://www.teradata.com/t/AEI-Starter-Kit/Getting-Started/  Page 4