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© Redwing Business Intelligence Ltd 2002 - 2015 Methodology
Evolutionary Development Methodology®
for Business Intelligence
Introduction
Slide 1
What’s a Methodology?• Alistair Cockburn describes a methodology as:
“everything you regularly do to get your software out. It includes who you hire, what you hire them for, how they work together, what they produce, and how they share. It is the combined job descriptions, procedures, and conventions of everyone on your team. It is the product of your particular ecosystem and is therefore a unique construction of your organization.”
• Very differently, Redwing describes EDM® as:
“this is how we do things around here, to deliver value to the business”
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 2
BI is not OLTP
• Transaction Processing systems are typically marked by a large development, followed by implementation into production and a much smaller maintenance effort
• Business Intelligence is utterly different: it is a never-ending story, with continuing evolution and no differentiation between development and maintenance
• BI needs a radically different methodology© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 3
Methodology Roundup
• Traditional Waterfall: the SDLC– Pride, Spectrum, SDM/70, PRINCE 2
• ‘The Agile Manifesto’ 2001– Extreme Programming, Scrum
• Spiral– Boehm, Du Pont, EDM®
• The Release is the outer spiral of EDM®
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 4
1988 – Christmas in TorontoNational Congress Canadian Information Processing Society
'Twas the night before implementation and all
through the house
Not a program was working not even a browse.
- - -
And the user exclaimed with a snarl and a taunt,
It's just what I asked for, but not what I want!
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 5
Principles of EDM®
• Evolutionary
• Incremental
• Collaborative
• Iterative
• Agile?
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 6
Processes: the heart of the business
• Business run on processes• Processes generate measureable data• Measuring that data means turning raw data
into information• Good information is actionable information• Actionable information lets the business
improve its processes
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 7
Releases:the heart of EDM®
• The focus is delivering value to the business• Value is delivered in chunks• Chunks are prioritised by business value• Each chunk is called a Release • Typically, one Release corresponds to one
business process• Knowing how we’re doing for the process,
is the goal of delivering the Release
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 8
EDM® is end-to-end complete
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 9
Release Strategy
Release n Plan
Steering Group
Review,Assess,
Prioritise,Approve
Iterative Development
Release n
Assessment
Initiation(6 Steps)
Executive
Executive createsSteering Group
Is there a business case for a business intelligence programme?
If so, then create a Release Strategy and put the governance in place
Major Components
Reporting/KPI/
dashboarddevelopment
Project Management
Infrastructure Planning
Business Needsand
Analytic Themes
Project Planning
Governance
PrioritisationWorkshop
ReleaseStrategy
Planning theWorkstreams
Infrastructure Planning Fix the order
Release nBusiness
RequirementsDefinition
-what does the business need?
TechnicalAnalysis
Verify the data is available
Define/sketch/
prototype the business I͛view of the information
Define/sketch/
prototype the business I͛view of the information
Validate that the proposed information will address the business need
Knowledge Transfer as required / agreed
Define/sketch/
prototype the business I͛view of the information
Analysis/design/
buildDimensional model in SQL Server andAnalysis Services
Get a static copy of the necessary source data and build K͛scaffolding I͛to get it into
the data warehouse
Define/sketch/
prototype the business I͛view of the information
Define/sketch/
prototype the business I͛view of the information
Validate that the proposed information will address the business need
Define/sketch/
prototype the business I͛view of the information
Analysis/design/
builddimensional model in SQL Server andAnalysis Services
Get a static copy of the necessary source data and build K͛scaffolding I͛to get it into
the data warehouse
Iterative development hand-in-hand with the business
Define/sketch/
prototype the business I͛view of the information
Refinement of dimensional model
in the physical database and
K͛hypercube I͛data warehouse
Formal Extract, Transport, Transform, and Load process using Integration Services
Release nImplementation
-Quality
Assurance-
UserAcceptance
Testing
Infrastructure Build
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 10
Layered Architecture
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 11
Technology (Specific Product)
Technology (Hardware, Networks, Infrastructure)
Application (Systems, Components, Services)
Data (Business Entities, Databases, Schemas)
Information System (Data and Application)
Business (Strategy, Priorities, Organisation)
Technology (specific product layer)
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 12
Extract, Transport, Transform, Load (ETTL)
SQL Server Integration Services(SSIS)
SQL Server Agent
SQL Server Reporting Services(SSRS)
Relational Database
Relational Database & T-SQL
Hypercube
SQL Server Analysis Services(SSAS)
Data Warehousedimensional modelling
physical build
MDX
KPIs
Windows (e.g. authentication, Kerberos, Active Directory)
SharePoint
PerformancePoint Services for SharePoint
Dashboard Designer
PowerPivot Services for SharePoint
SharePoint Designer
Excel Services for SharePoint
Total Solution Architecture (Business, System, Technical, and Product Architectures)
Methodology and Governance
Infrastructure Design and Build – SQL Server and SharePoint Install and Administer
Programme Management
PowerView for Cubes
Organisation and Staffing
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 13
Architecture
Warehouse Development
User Liaison
Help Desk
Infrastructure Support
Reports Development
Acceptance Test
Summary• EDM® is a methodology dedicated to BI• The principles of EDM® are
– Evolution– Iteration– Collaboration– Incrementalism
• EDM® delivers functionality in Releases• Why use EDM®?
It works . . . a proven track record © Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 14
Discussion
© Redwing Business Intelligence Ltd 2002 - 2015 Methodology Slide 15
Donna Kelly
0(781) 380-0181
www.redwing-bi.com