1. Architecture

1.1 Define and initiate warehouse project

1. Define project scope and purpose
   Project charter: scope statement
   
   
2. Identify major tasks and deliverables
   Project charter: high-level project plan
   
   
3. Identify project participants
   Project charter participants listing
   
   
4. Identify resource requirements
   Project charter: resource requirements listing
   
   
5. Estimate cost and schedule
   Project charter: budget and schedule detail
   
   
6. Secure project resources
   Commitment of resources
   
   
7. Orient and train project team
   Ready team
   

1.2 Evaluate readiness

1. Evaluate business readiness
   Known business strengths, risks, and weaknesses
   Refined project plan
   
   
2. Evaluate technology readiness
   Known technology strengths, risks, and weaknesses
   Refined project plan
   
   
3. Evaluate IT organizational readiness
   Known IT organization strengths, risks, and weaknesses
   Refined project plan
   

1.3 Develop business architecture

1. Identify business drivers
   Project charter: statement of business drivers
   
   
2. Identify information needs
   Project charter: information needs glossary
   
   
3. Prioritize information needs
   Project charter: information needs priorities
   

1.4 Develop data architecture

1. Develop source logical model
   Logical model of source data (E-R model)
   
   
2. Develop target concept model
   Conceptual model of target data (matrix, E-R, and/or dimensional models)
   
   
3. Identify metadata requirements
   Metadata requirements matrix
   

1.5 Develop technology architecture

1. Identify hardware, software, and communications technology
   Specification of hardware, software, and communications technology
   
   
2. Identify warehouse toolset
   Specification of development and warehouse automation tools
   

1.6 Develop project architecture

1. Identify and describe increments
   Project charter: decomposition of implementation into small projects
   
   
2. Scope and estimate each increment
   Project charter: increment scope statements and size estimates
   
   
3. Identify increment dependencies
   Project charter: increment dependency matrix
   
   
4. Sequence the increments
   Project charter: planned sequence of implementation
   
   
5. Schedule development and delivery
   Project charter: implementation schedule
   

1.7 Develop organizational architecture

1. Develop training plan
   Project charter: training plan for all stakeholders
   
   
2. Develop support plan
   Project charter: support standards, procedures and plan
   
   
3. Develop communications plan
   Project charter: communications plan
   

2. Implementation

2.1 Define and initiate increment project

1. Refine the architecture
   Adjustments to architecture resulting from prior increments, business or technical changes
   
   
2. Plan the increment
   Project plan for development and delivery of one increment
   

2.2 Design target data model

1. Develop logical data model
   E-R and/or dimensional model of data within increment scope
   
   
2. Validate logical data model
   Verification that logical design can satisfy information needs
   
   
3. Develop physical data model
   Schema (relational, star, snowflake) describing warehouse database(s)
   

2.3 Design warehouse process model

1. Map source data to target data
   Source/target maps
   
   
2. Specify data transformation
   Specification of data selection, filtering, derivation,translation
   
   
3. Specify metadata responsibility
   Specification of responsibility to capture, store, and deliver metadata
   
   
4. Specify distribution criteria
   Specification of distribution requirements and responsibility
   

4. Establish technology infrastructure

1. Deliver product training
   Skills to use and administer warehouse tools
   
   
2. Install tools
   Installed, ready-to-use warehouse tools
   

5. Build physical warehouse database

Allocated warehouse databases

6. Build extract and transform processes

1. Build source/target mapping and transforms
   Processes to extract data from sources, transform, and format as target data
   
   
2. Build aggregations
   Processes to develop aggregate data sets and format data warehouse summaries
   

7. Build transport and load processes

Processes to move data across platforms and populate warehouse databases

8. Populate the data warehouse

1. Populate start-up data
   Data warehouse populated with initial set of historical and start-up data
   
   
2. Reorganize warehouse data
   Any necessary restructuring of warehouse data populated by previous increments
   

9. Build business analysis applications

DSS, EIS, OLAP applications and/or standard queries and reports

10. Deliver the data warehouse

1. System and acceptance test
   System and acceptance test results
   
   
2. Secure the warehouse acceptance
   Formal acceptance of data warehouse by sponsor and intended users
   
   
3. Migrate to production
   Data warehouse ready-to-use and operate
   
   
4. Roll-out to business community
   Production data warehouse
   

Taken from Data Warehousing Fundamentals: A Roadmap to Success, Parts I & II. Copyright 1998 by The Data Warehousing Institute