Project Planning

Any system implementation requires planning, but careful preparation and understanding of the “moving parts” is especially critical when installing a client/server-based application. A sample Project Plan is shown below; this should serve as a starting point and guide for planning your Data Mart implementation and is not meant to be complete.

Sample Project Plan

Task #	Task Description	Duration
0	Installation Prerequisites	4d
	Establish Initial Environment
	Set Up DBMS
	Other (See Attached List)
1	Project Management	8w
2	Assemble Client Project Team	1d
	Team Leader, Application Administrator, System/Network Administrator, Database Administrator, Report Designer, Trainers, Source System Experts, Performance Specialist
3	Initial Product Delivery & Installation	1d
	Install Data Mart sample reports and sample database
	Establish 3-5 Users & Test Accounts
4	Conduct Acceptance Test on sample data	2d
5	Training	1w
	Admin. & Technical Training (3 Days)
	User Training
	Other (As Required), e.g., Data Mart Advanced Reports, Oracle DBMS, Data Mart Data Steward, Data Mart Uploaders.
6	ETL Design & analysis	3w
	Investment data requirement analysis	3d
	Data mapping from 1 accounting system to Data Mart	3d
	Data transformation	2d
	Performance Data Requirements Analysis	2d
	Data Conversion Requirement Analysis	2d
	Detailed Specification	3d
	Development	4d
7	ETL Programming & Testing	2w
	Portfolios	1d
	Security Master	2d
	Positions	1d
	Lots	2d
	Cash Activities	1d
	Transactions	1d
	Portfolio Composites	1d
	Develop Ops Procedures & Unit Test	1d
	Low Volume Test	2d
	Full Volume Test	2d
8	Reports & Queries	3w
	Analysis, Design & Development; e.g., Management Reports, Account Folder Set up, Start-up Folder Definitions, etc.
	RDL report design	0.5d per report
	Proclarity Data Analytics Report	1d per report
	Client report assembly	1w
9	Create Live Production Environment	2d
	Network Configuration & Set Up
	Data Mart "Server" Configuration & Set Up
	Data Mart Database Setup
10	Integrated Production Test	2d
	Low Volume Integrated Test
	Volume Production Test
11	Conversion	3d
	Extract data from older system	2d
	Extract data from older system	1d

Data Mapping

A key element of the installation process is the “mapping” of data from the source system(s) to Data Mart table formats. Data Mart provides a large number of user-definable fields in addition to those explicitly defined in the database.

Prior to beginning the data mapping exercise, it is necessary for your installation team to study and become familiar with the data models of source data systems.

The data mapping team should consist of the Team Leader, Application Administrator, a business-line participant, and at least one Source System Expert. Once they become familiar with the Data Model, they should compare the structure and contents of the Data Model against the model in Data Mart by using the data mapping spreadsheet. These spreadsheets contain the names and formats of the target tables which will be filled via interface with the source systems.

The Data Mart Environments

One of the tasks during the planning phase for the installation is deciding how many versions or copies of the Data Mart database to install and at what times. In a typical installation, three separate databases are installed at the client site:

• Test (Initial Test)
• Pilot (Production Test)
• Production

Moving meta-data between Data Mart environments is a complex process. Data Agent has developed our own custom stored procedure to move meta-data for Data Mart loaders, Data Mart report components, business calendars and custom data fields from one Data Mart environment to another.