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1 | P a g e
Bringing agility to Business
Intelligence
Metadata as key to Agile Data Warehousing
Bringing agility to Business
Intelligence
www.analytixds.com
2 | P a g e
Table of Contents
What is the key to agility in Data Warehousing? ................................................................................... 3
The need to address requirements completely. .................................................................................... 3
Benefits of an agile development approach to Business Intelligence ....................................................... 4
How to build a Business Intelligence solution in an agile way? ................................................................ 4
AnalytiX™ Mapping Manager™ ......................................................................................................... 5
The Benefits of using AnalytiX™ Mapping Manager™ in an agile environment ......................................... 7
© 2010, 2011, 2012 AnalytiX™ Data Services. All rights reserved. The information contained in this document does not constitute a contractual
agreement with AnalytiX™ Data Services and may be modified at any time without advance notice.
www.analytixds.com
3 | P a g e
What is the key to agility in Data Warehousing?
The ability to implement change quickly in any development method is, not only highly desirable, but
necessary as every level of every organization rises to the call for better, faster and more complete
insight into the customer can be heard.
Developers and architects want Business Intelligence solutions which are both high-quality and
high-value, and the only way to develop a high-value Business Intelligence solution is to implement
the highest priority requirements first.
As organizations attempt to do a lot more with a lot less, much faster than before, Business
Intelligence groups everywhere have to adapt and deliver faster results by trying to adapt
existing development methodologies to deliver faster results.
This maximizes Return On Investment and brings the stakeholders quick wins that allow for better and faster
adoption of the Business Intelligence Solution. Because requirements change constantly and quickly, the
ability to manage change is key here – not the ability to prevent it.
Effective change management makes the Business Intelligence Solution more efficient by saving money,
allowing re-use of data, fulfilling the legal and compliance requirements of the Enterprise and by
supporting Enterprise analytics. And all of these have different needs.
The need to address requirements completely.
The primary need that must be satisfied is the ability of any method to manage requirements,
completely.
AnalytiX™ Mapping Manager™ is built from the beginning to accelerate the successful development
and deployment of a successful Business Intelligence Solution. At the heart of its architecture is a
complete requirements management solution; this allows the analysts to capture data, business and
technical requirements and from these requirements, to quickly build an initial architecture model.
Part of the initial architecture model resides in the conceptual design process, which is a
functional Business Intelligence solution model (typically represented by a data flow diagram
that defines the overall solution. The other is the data model, which defines the data related
design issues of the system.
In order to deploy a Business Intelligence solution, you need to be able to translate these data,
business and technical requirements into a complete conceptual and logical data model that can be
physicalized.
The ability to address requirements and adapt to change quickly is a key foundational item in AnalytiX™
Mapping Manager™ that has been built from the early beginning as an integral part of the solution. This allows
the architecture, analysis, development and test teams to deploy the Business Intelligence solution quickly and
www.analytixds.com
4 | P a g e
completely in a cooperative manner while allowing integration team a software solution alternative to the
traditional Microsoft excel based
templates used to cumbersomely address the source to target mapping (STM) problem. This results in
organizations ability to manage the data mapping process and have better insight and visibility into
the data mapping process by storing source to target mappings in a versionable data mapping
repository.
As new requirements are discovered or existing ones are changed in the critical requirements
phase, AnalytiX™ Mapping Manager™ tracks and versions these changes and determines impact to
the existing BI solution.
Benefits of a an agile development approach to Business Intelligence
The success of implementing a Business Intelligence Solution quickly goes well beyond just reducing
cost and time to market. It increases the overall quality of the solution being delivered as it allows
for users and stakeholders to control the delivery process by reviewing the solution as it is actually
built.
Success of the Business Intelligence program is critically dependent upon doing the following:
a) Focusing on the requirements first, then driving the details around them
b) Proving the architecture and solution early
c) Focusing on usability and completeness
d) Organizing the solution in logical building blocks
e) Prioritizing the requirements
f) Allowing the architecture, analysis, development and test teams to cooperate and participate
g) Managing change
Although this all seems relatively easy and straight-forward, how do you achieve success in building a
successful Business Intelligence solution in a non-intrusive and agile way?
Companies that focus on the data and work forward to the reporting and analytic layers of the data
integration architecture are far more likely to succeed in terms of reduced implementation costs and
in exceeding the expectations of users and management as well as being compliant with regulations.
How to build a Business Intelligence solution in an agile way?
On our initial white paper we focused around the use of AnalytiX™ Mapping Manager™ as an enabler for
the data governance program. Today we will focus on using AnalytiX™ Mapping Manager™ as an enabler
for rapid deployment of a Business Intelligence solution.
AnalytiX™ Mapping Manager™ is much more than what the name implies: a data mapping tool or a
mapping management tool. AnalytiX™ Mapping Manager™ is an enterprise-level source to target mapping
www.analytixds.com
5 | P a g e
tool that allows the management of all metadata related to sources, targets and business rules
associated with the data and information reporting needs of the enterprise as well as a centralized
metadata repository capable of improving the speed with which an organization deploys a Business
Intelligence solution.
AnalytiX™ Mapping Manager™
What is AnalytiX™ Mapping Manager™ and how can it help deploy a complex Business
Intelligence solution quickly?
By bringing a requirements traceability matrix and logical data model generator, by generating
source to target maps and data integration scripts from them.
AnalytiX™ Mapping Manager™
Agile process flow
Requirements Analysis
• Conduct business requirements sessions • Perform source data profiling
• Conduct reporting requirements interviews • Perform data and information gap analysis
• Identify metrics and supporting data elements • Collect source data definitions
• Document requirements and traceability matrix • Identify target data elements, relationships,
• Build the conceptual data model hierarchies and build Source to Target maps
• Build the logical data model
DEPLOY
Development Test
• Validate physical data model • Execute integration and usability test cases
• Document database design changes • Verify integration test issues
• Create or change functional specs for data • Verify usability test issues
integration processes • Identify and document required changes
• Generate transform programs from existing • Resubmit to Requirements and reinitiate cycle
source to target maps
• Perform Unit Test
The highly simplified AnalytiX™ Mapping Manager™ process model above demonstrates how a team
of architects, analysts, developers and testers can bring a Business Intelligence Solution to market. In
order to bring agility to the Business Intelligence solution, AnalytiX™ Mapping Manager™ allows for
quick
www.analytixds.com
6 | P a g e
• Documentation of data, business and technical requirements and automatic generation of
a logical data model form these requirements
• Elimination of the excel based mapping templates. Documentation of data
mappings, aggregations and transformation rules
• Change Control and versioning of data mappings and requirements
• Definition, documentation and creation a central repository of data dictionaries, business
terms, rules, data elements, KPI’s and metrics
• Establishment of data and information requirements
• Better insight into the data mapping and integration lifecycle process via repository reports
AnalytiX™ Mapping Manager™ can easily provide, by virtue of its architecture, significant
improvement over traditional methods that use spreadsheets, documents or decoupled
metadata management solutions.
AnalytiX™ Mapping Manager™ improves efficiency in processes, people and solution deployment -
not only in the analysis, design and development phases of integration, but also in downstream work
flow management and regulatory reporting as we have seen in previous articles.
Typically, all metadata management tools provide some sort of repository and can import and export data
definitions from sources and targets. What they typically lack is a set of well defined processes to accelerate
development and deployment and the ability to manage change.
AnalytiX™ Mapping Manager™ is a purpose built tool for governing the data mapping process and
bridges the gap between leveraging metadata, and making the data definition and acquisition
processes automated, disciplined and predictable to all data enterprise stakeholders via its web
enabled portal.
Figure: Governance of the data mapping process
www.analytixds.com
7 | P a g e
The Benefits of using AnalytiX™ Mapping Manager™ in an agile environment
There are varied benefits from using AnalytiX™ Mapping Manager™ to accelerate deployment of a
Business Intelligence solution, by providing the following:
• The ability to accelerate project delivery by automating the source to target data mapping process and
eradicating the hundreds to thousands of excel based mapping templates.
• The ability to give management better insight and visibility into the end to end process
of integration projects
• the ability to create, maintain and consolidate data dictionaries for all enterprise systems,
• the ability to quickly create and version source to target mappings (STM) and use these STM documents to
automatically generate data integration processes with leading ETL tool Providers like Informatica
PowerCenter, IBM DataStage and Microsoft SQL Server SSIS
• the ability to quickly view data lineage, run impact analysis and manage change
www.analytixds.com
8 | P a g e
www.analytixds.com
For further information, please contact Analytix Data Services
Corporate HQ
14175 Sullyfield Circle, Suite #
400 Chantilly, VA 20151 USA
Tel: 1+ (800)-656-9860
Email: info@analytixds.com
SALES
For Sales - Please call (800)-603-4790 (9am-5pm EST) or Email: sales@analytixds.com
SUPPORT
For Product Support - Please call (800)-617-9620 or Email: support@analytixds.com

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White Paper-2-Mapping Manager-Bringing Agility To Business Intelligence

  • 1. www.analytixds.com 1 | P a g e Bringing agility to Business Intelligence Metadata as key to Agile Data Warehousing Bringing agility to Business Intelligence
  • 2. www.analytixds.com 2 | P a g e Table of Contents What is the key to agility in Data Warehousing? ................................................................................... 3 The need to address requirements completely. .................................................................................... 3 Benefits of an agile development approach to Business Intelligence ....................................................... 4 How to build a Business Intelligence solution in an agile way? ................................................................ 4 AnalytiX™ Mapping Manager™ ......................................................................................................... 5 The Benefits of using AnalytiX™ Mapping Manager™ in an agile environment ......................................... 7 © 2010, 2011, 2012 AnalytiX™ Data Services. All rights reserved. The information contained in this document does not constitute a contractual agreement with AnalytiX™ Data Services and may be modified at any time without advance notice.
  • 3. www.analytixds.com 3 | P a g e What is the key to agility in Data Warehousing? The ability to implement change quickly in any development method is, not only highly desirable, but necessary as every level of every organization rises to the call for better, faster and more complete insight into the customer can be heard. Developers and architects want Business Intelligence solutions which are both high-quality and high-value, and the only way to develop a high-value Business Intelligence solution is to implement the highest priority requirements first. As organizations attempt to do a lot more with a lot less, much faster than before, Business Intelligence groups everywhere have to adapt and deliver faster results by trying to adapt existing development methodologies to deliver faster results. This maximizes Return On Investment and brings the stakeholders quick wins that allow for better and faster adoption of the Business Intelligence Solution. Because requirements change constantly and quickly, the ability to manage change is key here – not the ability to prevent it. Effective change management makes the Business Intelligence Solution more efficient by saving money, allowing re-use of data, fulfilling the legal and compliance requirements of the Enterprise and by supporting Enterprise analytics. And all of these have different needs. The need to address requirements completely. The primary need that must be satisfied is the ability of any method to manage requirements, completely. AnalytiX™ Mapping Manager™ is built from the beginning to accelerate the successful development and deployment of a successful Business Intelligence Solution. At the heart of its architecture is a complete requirements management solution; this allows the analysts to capture data, business and technical requirements and from these requirements, to quickly build an initial architecture model. Part of the initial architecture model resides in the conceptual design process, which is a functional Business Intelligence solution model (typically represented by a data flow diagram that defines the overall solution. The other is the data model, which defines the data related design issues of the system. In order to deploy a Business Intelligence solution, you need to be able to translate these data, business and technical requirements into a complete conceptual and logical data model that can be physicalized. The ability to address requirements and adapt to change quickly is a key foundational item in AnalytiX™ Mapping Manager™ that has been built from the early beginning as an integral part of the solution. This allows the architecture, analysis, development and test teams to deploy the Business Intelligence solution quickly and
  • 4. www.analytixds.com 4 | P a g e completely in a cooperative manner while allowing integration team a software solution alternative to the traditional Microsoft excel based templates used to cumbersomely address the source to target mapping (STM) problem. This results in organizations ability to manage the data mapping process and have better insight and visibility into the data mapping process by storing source to target mappings in a versionable data mapping repository. As new requirements are discovered or existing ones are changed in the critical requirements phase, AnalytiX™ Mapping Manager™ tracks and versions these changes and determines impact to the existing BI solution. Benefits of a an agile development approach to Business Intelligence The success of implementing a Business Intelligence Solution quickly goes well beyond just reducing cost and time to market. It increases the overall quality of the solution being delivered as it allows for users and stakeholders to control the delivery process by reviewing the solution as it is actually built. Success of the Business Intelligence program is critically dependent upon doing the following: a) Focusing on the requirements first, then driving the details around them b) Proving the architecture and solution early c) Focusing on usability and completeness d) Organizing the solution in logical building blocks e) Prioritizing the requirements f) Allowing the architecture, analysis, development and test teams to cooperate and participate g) Managing change Although this all seems relatively easy and straight-forward, how do you achieve success in building a successful Business Intelligence solution in a non-intrusive and agile way? Companies that focus on the data and work forward to the reporting and analytic layers of the data integration architecture are far more likely to succeed in terms of reduced implementation costs and in exceeding the expectations of users and management as well as being compliant with regulations. How to build a Business Intelligence solution in an agile way? On our initial white paper we focused around the use of AnalytiX™ Mapping Manager™ as an enabler for the data governance program. Today we will focus on using AnalytiX™ Mapping Manager™ as an enabler for rapid deployment of a Business Intelligence solution. AnalytiX™ Mapping Manager™ is much more than what the name implies: a data mapping tool or a mapping management tool. AnalytiX™ Mapping Manager™ is an enterprise-level source to target mapping
  • 5. www.analytixds.com 5 | P a g e tool that allows the management of all metadata related to sources, targets and business rules associated with the data and information reporting needs of the enterprise as well as a centralized metadata repository capable of improving the speed with which an organization deploys a Business Intelligence solution. AnalytiX™ Mapping Manager™ What is AnalytiX™ Mapping Manager™ and how can it help deploy a complex Business Intelligence solution quickly? By bringing a requirements traceability matrix and logical data model generator, by generating source to target maps and data integration scripts from them. AnalytiX™ Mapping Manager™ Agile process flow Requirements Analysis • Conduct business requirements sessions • Perform source data profiling • Conduct reporting requirements interviews • Perform data and information gap analysis • Identify metrics and supporting data elements • Collect source data definitions • Document requirements and traceability matrix • Identify target data elements, relationships, • Build the conceptual data model hierarchies and build Source to Target maps • Build the logical data model DEPLOY Development Test • Validate physical data model • Execute integration and usability test cases • Document database design changes • Verify integration test issues • Create or change functional specs for data • Verify usability test issues integration processes • Identify and document required changes • Generate transform programs from existing • Resubmit to Requirements and reinitiate cycle source to target maps • Perform Unit Test The highly simplified AnalytiX™ Mapping Manager™ process model above demonstrates how a team of architects, analysts, developers and testers can bring a Business Intelligence Solution to market. In order to bring agility to the Business Intelligence solution, AnalytiX™ Mapping Manager™ allows for quick
  • 6. www.analytixds.com 6 | P a g e • Documentation of data, business and technical requirements and automatic generation of a logical data model form these requirements • Elimination of the excel based mapping templates. Documentation of data mappings, aggregations and transformation rules • Change Control and versioning of data mappings and requirements • Definition, documentation and creation a central repository of data dictionaries, business terms, rules, data elements, KPI’s and metrics • Establishment of data and information requirements • Better insight into the data mapping and integration lifecycle process via repository reports AnalytiX™ Mapping Manager™ can easily provide, by virtue of its architecture, significant improvement over traditional methods that use spreadsheets, documents or decoupled metadata management solutions. AnalytiX™ Mapping Manager™ improves efficiency in processes, people and solution deployment - not only in the analysis, design and development phases of integration, but also in downstream work flow management and regulatory reporting as we have seen in previous articles. Typically, all metadata management tools provide some sort of repository and can import and export data definitions from sources and targets. What they typically lack is a set of well defined processes to accelerate development and deployment and the ability to manage change. AnalytiX™ Mapping Manager™ is a purpose built tool for governing the data mapping process and bridges the gap between leveraging metadata, and making the data definition and acquisition processes automated, disciplined and predictable to all data enterprise stakeholders via its web enabled portal. Figure: Governance of the data mapping process
  • 7. www.analytixds.com 7 | P a g e The Benefits of using AnalytiX™ Mapping Manager™ in an agile environment There are varied benefits from using AnalytiX™ Mapping Manager™ to accelerate deployment of a Business Intelligence solution, by providing the following: • The ability to accelerate project delivery by automating the source to target data mapping process and eradicating the hundreds to thousands of excel based mapping templates. • The ability to give management better insight and visibility into the end to end process of integration projects • the ability to create, maintain and consolidate data dictionaries for all enterprise systems, • the ability to quickly create and version source to target mappings (STM) and use these STM documents to automatically generate data integration processes with leading ETL tool Providers like Informatica PowerCenter, IBM DataStage and Microsoft SQL Server SSIS • the ability to quickly view data lineage, run impact analysis and manage change
  • 8. www.analytixds.com 8 | P a g e www.analytixds.com For further information, please contact Analytix Data Services Corporate HQ 14175 Sullyfield Circle, Suite # 400 Chantilly, VA 20151 USA Tel: 1+ (800)-656-9860 Email: info@analytixds.com SALES For Sales - Please call (800)-603-4790 (9am-5pm EST) or Email: sales@analytixds.com SUPPORT For Product Support - Please call (800)-617-9620 or Email: support@analytixds.com