Course Description:

Project management is especially critical for a data warehouse project. Without good management, projects are prone to being short on required resources. They are late, over budget, low quality and, most importantly, they don’t meet expectations.
The data warehouse project manager must embrace new tasks and deliverables, develop a different working relationship with the users, and work in an environment that is far less defined than with traditional operational systems.

The project management course helps managers develop the skills they need to usher their projects through all phases of planning and implementation. It provides a solid basis on: test data, metadata planning, data stewardship, governance, backup planning, ROI measurement, documentation, support preparation, user training, communications planning, and other elements of a successful data warehouse.

What you will learn:

  • How to identify business and technical drivers for the project.
  • How to gather and prioritize business and technical requirements.
  • How to scope out current and future project phases.
  • The organizational and cultural issues, including staffing, roles, and responsibilities.
  • How to manage user expectations for function, schedules, performance, and availability.
  • How to identify critical success factors and mitigate risk.
  • Data warehouse methodology, project planning, and project control.
  • Effective change control.
  • How to prepare for success in deployment, rollout and ongoing support.
  • Best practices.

Who Should Attend:

This course is for business and technical managers who may be planning or managing a business intelligence application or data warehouse project, but is also suitable for anyone who wants to understand what is involved in managing either a business intelligence or data warehouse project. Typical attendees are:

  • Data warehouse or business intelligence project managers, directors, and technical leads.
  • Business sponsors, business users.
  • Data warehouse architects.


Two day classroom instruction. Optional one-day workshop (see below).

Prerequisite Education or Experience

Introductory course for data warehousing or basic exposure to business intelligence or data warehousing projects.

Course Outline:


  • Instructor & class introductions.
  • Survey.

Section 1: What is BI & DW
(optional: if attendees need)

  • Brief History Of Accessing, Reporting And Analyzing Data.
  • Data to Information Lifecycle.
  • Business Intelligence (BI) defined.
  • Data Warehousing (DW) defined.

Section 2: DW Methodology

  • Project methodologies.
  • DW methodology.
  • Differences between DW and traditional IT projects.

Section 3: DW Processes

  • Sponsorship & Governance.
  • Program Management.
  • Project Management.
  • Change Management.
  • Data Quality & Data Management.
  • Ongoing Administration & Support.

Section 4: DW Roles & Responsibilities

  • Organizations.
  • IT And Business Interaction.
  • Context Of Roles & Responsibilities.
  • IT And Business Roles.
  • Skills And Training.

Section 5: DW Project Planning]

  • DW Project Phases.
  • Major DW Project Activities.
  • Developing Scope & Building Business Case.
  • Assembling Team.

Section 6: DW Project Planning

  • DW Project Phases
  • Major Activities & Deliverables
  • Developing Scope & Building Business Case
  • Staffing & Management

Section 7: DW Assessment Activities

  • Requirements Gathering.
  • Source Systems Analysis.
  • Data Quality & Integrity Metrics.

Section 8: DW Data Design Activities

  • Data Architecture.
  • Data Staging.
  • Data Modeling.
  • Database Design.

Section 9: DW Data Preparation Activities

  • Data Souring & Quality Requirements.
  • ETL Architecture.
  • Designing & Creating ETL Processes.

Section 10: DW BI Activities

  • BI, Reporting & Analysis Requirements.
  • BI Architecture.
  • BI Tool Selection.
  • Design & Build BI Processes.
  • Business User Involvement.

Section 11: DW Testing, Deployment & Roll-out

  • Testing.
  • Deployment.
  • Roll-out.
  • Ongoing Administration & Maintenance

Section 12: Conclusions

  • Highlights.
  • References & Resources.

Section 13: Optional One-Day Workshop

You may choose to add an additional, custom, one-day consulting workshop in which the instructor will work with your team on a particular issue you are facing. This option will add one day of training plus up-front consulting work to prepare for the workshop.

Workshop Sessions:

  • Review Course Materials in your Context.
  • Plan by Exercise Different Portions of your Project.
  • Discuss Best Practices and Factors Impacting your Project.