Standard Courses

Data Warehouse Data Modeling: The Key to Business Intelligence Success

Course Description

This in-depth course covers all aspects of data modeling for a data warehouse – from the need for a subject area diagram and logical data model, to the design steps used to create the data warehouse model and data mart models.  The different types of decision support models – normalized, star schema, snowflake, etc., are covered in detail. In addition, hands-on workshops are provided to help the students get “real world” experience translating the end users’ requirements into the physical models needed to support their decision support environments.

Key Objectives

  • Understand the Corporate Information Factory and its component parts
  • Understand the differences among the models and where each model is appropriate
  • The enterprise, fully normalized model
  • The data warehouse data model
  • The data mart models
  • Understand the methodology for gathering end user requirements
  • Be able to transform the corporate data model into the various decision support models
  • Data warehouse physical model
  • Data mart physical models
  • Understand the need for capturing metadata and the types of metadata that are critical to the success of the environment
  • Understand the issues and architecture necessary to implement the models
  • Understand how and where to use many of the tools available.

Duration:  3 Days

Prerequisities:  Logical data modeling

Optional Prerequisites:  Knowledge of database design, particularly for relational databases, and the data warehouse.

Course Format:  Lecture and workshops

 

Project Management for the CIF

Course Description

This course explains the significant differences between a traditional software development project and the iterative nature of the strategic support environment.  The participants will learn the importance of developing a scope document and its key components.  The skills needed for a data warehouse project also differ from those needed for traditional projects.  The project roles and required skills will also be described, including the roles necessary for Operations and Administration of the CIF.  During workshops, students will develop a project scope document and an initial project plan.

Key Objectives

  • Understand the differences between traditional projects and data warehouse projects
  • Be able to create scope for a data warehouse project
  • Understand the roles of the participants in a data warehouse project and their required skills
  • Understand the methodology for building the different components of the environment
  • Understand the business benefits, ROI and organizational implications of managing data as a resource
  • Be able to develop a detailed data warehouse project plan.

Duration:  3 Days

Prerequisities:  Data warehouse concepts understanding

Optional Prerequisites:  Prior client/server GUI experience, data design for a data warehouse or decision support/executive information system development.

Course Format:  Lecture and workshops

 

Designing the Operational Data Store

Course Description

This course addresses the design of the Operational Data Store (ODS) in the context of an enterprise-wide, integrated, current architecture.   The relationship to the strategic decision support constructs (data warehouse and data mart) and the differences with them will be explained.  Practical examples of ODS will be discussed as well as the different classes and the methodology used to build the ODS. Workshops will be used to help the students understand the issues and steps needed to construct an ODS.

Key Objectives

  • Understand the Information Ecosystem and its components:
    • Corporate Information Factory
    • People & Process
    • Information Services
  • Understand when to use an ODS and the various types that can be built
  • Understand the differences among the corporate, fully normalized model, the data warehouse data model, and the ODS data model
  • Understand the methodology for building the ODS
    • The need for and methodology for a process model
    • The need for and methodology for the data model
  • Understand how to manage the ODS’s growth and how to incorporate new requirements.

Duration:  3 Days

Prerequisites:  Logical data modeling understanding

Option Prerequisities:  Knowledge of database design, particularly for relational databases.

Course Format:  Lecture and workshops

 

Corporate Information Factory – The Basics

Course Description

This course will provide a clear understanding of the business drivers for data warehousing and important steps in successfully implementing this valuable environment. As with all new technological implementations, new issues arise – Do you build an Enterprise Data Warehouse? A Data Mart only? A set of Data marts? Where does the Operational Data Store fit in? What skills and resources will you need? What is the methodology used? What are the rights types of models to use for the various components of the Corporate Information Factory? What are the different types of users, and how do their needs differ? This course has been carefully designed to answer your questions and to provide your entire team with the best practices and technologies for successful implementation.

Key Objectives

  • Understand the business drivers of informational processing
  • Learn about the Business Intelligence components – The Data Warehouse and Data Marts
  • Understand the role of Meta Data
  • Learn about Best Practices for Designing the Data Warehouse
  • Learn about Best Practices for Designing the Data Mart
  • Learn about the Business Management component – The Operational Data Store
  • Learn about the different types of Corporate Information Factory users and their specific needs
  • Understand techniques for accessing and using business intelligence information, including data mining and on-line analytical processing
  • Learn about CIF technologies and vendors
  • Understand migration pathways from Data Mart chaos

Duration:  3 Days (A shorter, two-day version of this course is also available)

Prerequisites:  None

Optional Prerequisities:  None

Course Format:  Lecture and group discussions

 

Logical Data Modeling

Course Description

This in-depth course describes the relational data model and techniques for developing it.  Techniques for gathering end user requirements are described and then applied for development of the data model.  Methods for developing the subject area model are provided.  The components of the data model – entities, attributes and relationships – are defined, and then brought together to develop a third-normal form data model.  Physical data model considerations are then described.

Key Objectives

  • Understand the importance of data models
  • Understand the importance of end user involvement during analysis and modeling activities
  • Understand the basic modeling concepts and terms
  • Understand the differences among the different types of models
  • Understand how to create the subject area model, logical model and physical model
  • Understand normalization and denormalization
  • Understand the basics of data warehouse data modeling

Duration:  2 Days

Prerequisities:  None

Course Format:  Lecture and workshops

 

Data Warehouse Methodology

Course Description

This course describes the Corporate Information Factory and why its development needs to be approached as a program. A methodology for developing the data warehouse is described in three major sections. 

  • The program section describes the coordinating forces that are designed to ensure an enterprise perspective and extensibility.
  • The project section describes the steps needed to define and scope individual projects, to develop the associated data warehouse and data mart(s), and to deploy the result into production.
  • The administration and operation section describes the activities needed to ensure that the data warehouse and data mart(s) are effectively applied and maintained.

Key Objectives

  • Understand the Corporate Information Factory architecture and its components
  • Understand the importance of approaching the Corporate Information Factory as a program
  • Learn the critical steps needed to develop and manage the data warehouse and data marts

Duration:  2 Days

Prerequisites:  None

Course Format:  Lecture and workshops

 

Corporate Information Factory Administration

Course Description

The first implementation of the Corporate Information Factory is complete, users are on-line and are happily productive. Your job is finished – right? Wrong!  Your job is just starting. Now you need to focus on the operations and maintenance activities needed to promote the healthy growth of your Corporate Information Factory environment.  In this course, we will talk about the factors affecting growth and the functions needed to administer this evolving environment. Workshops are included throughout the course to reinforce the lessons learned.

Key Objectives

  • Understand the need for Corporate Information Factory administration
    • Factors that affect growth
    • Implications of the growth
  • Understand the major functions CIF Management and Administration and their benefits
    • Systems Management
    • Data Acquisition Management
    • Enterprise Data Management
    • Service Management
    • Change Management
  • Understand how to create and monitor service level objectives
  • Understand how to manage changes in the CIF
  • Understand the need to capture and use administrative meta data
    • Content Management
    • Usage Tracking
    • Refreshment Tracking
  • Understand the need for audit and control procedures
  • Understand the roles and responsibilities in a mature CIF environment

Duration:  2 Days

Prerequisities:  Understanding the Corporate Information Factory

Course Format:  Lecture and workshops

 

CRM: Fundamentals, Strategy, and Implementation

Course Description

This in-depth course covers all aspects of customer relationship management (CRM), beginning with the fundamental of what CRM is, how it is evolving, and the value of this key business strategy.  Using the Customer Life Cycle, students learn how customer relationship management fosters an increasingly intimate, mutually beneficial relationship between each the customer and the enterprise.  The scope of coverage includes CRM’s place in the global economy, permission marketing, one-to-one marketing, lead management, and sales through all channels.  With emphasis on the entire life cycle, the role of fulfillment, mass customization, and service and support are covered.  Risk management is considered throughout the life cycle.

By exploring the Customer Life Cycle from a functional, channel, and strategy perspective, attendees leave prepared to assess the readiness of their business for customer relationship management and create a prioritized action plan focused on maximizing both short-term and long-term return on investment.  By understanding the roles and benefits of information technology as a CRM enabler, students learn best practices for deploying information technology in a controlled manner within a cohesive, enterprise wide architecture.

Throughout the course, the attendees are engaged in several case studies with exercises that allow them to walk through the challenges of aligning business strategy, organizational structure and culture; customer information, and supporting technology.  Faced with real world challenges, attendees walk through the challenges necessary to reap the profits and competitive advantages resulting from true customer relationship management.

Key Objectives

  • Understand the nature of the extended enterprise and the forces shaping it
  • Learn a comprehensive, product independent definition of customer relationship management
  • Understand how the consumer and the enterprise interact in the Customer Life Cycle
  • Understand how to align and business functions for CRM
  • Understand current issues surrounding consumer privacy and how permission marketing addresses these concerns
  • Learn how to apply technology in support of CRM in business operations, business intelligence, and business management
  • Learn how enterprises in a variety of industries are benefiting from CRM
  • Learn how to get started with CRM in your business
  • Understand CRM best practices, strategies, tactics, and techniques
  • Learn to identify common pitfalls
  • Learn CRM critical success factors

Duration:  3 Days

Prerequisities:  None

Course Format:  Lecture and workshops