Download The methodogical integration between business and technology skills in a data warehouse

Daniele Vanzanelli
The Methodological Integration
between Business and Technology
Skills in a Data Warehouse project: the
Fondigest case
© 1998 Arthur Andersen. All rights reserved.
Agenda
•Objective of the presentation
•Approach
Business issues
Functional and Technology issues
•The case
© 1998 Arthur Andersen. All rights reserved.
Objective of the presentation
To show how to:
integrate
combine
link
business analysis and technology skills in a data
warehousing project.
© 1998 Arthur Andersen. All rights reserved.
The approach - Underlying assumptions
•A data warehouse isn’t just an information providing
architecture but a business support system
•Understanding and translating needs in tools makes the
difference
•The success of a data warehouse heavily depends on the
technology it is based upon in terms of scalability and
flexibility
© 1998 Arthur Andersen. All rights reserved.
The approach - Questions
•Business issues: which are the most relevant trends and
changes in company’s business and in the way the company
faces it ?
•Functional issues: which are the functions to be supported
by the system?
•Technology issues: how can we support functional and
business needs with an information system ?
© 1998 Arthur Andersen. All rights reserved.
The approach - Steps
0
Assess
1
2
Imagine Understand
3
4
Build
Choose
5
Plan
Implementation plan
Technology selection
Logical data model design
System functional requirements
To-be business analysis
As-is business analysis
© 1998 Arthur Andersen. All rights reserved.
The Approach - Links
0
1
Assess
Imagine
© 1998 Arthur Andersen. All rights reserved.
2
5
Understand
Plan
3
4
Build
Choose
The Approach - Links
•0 to 1: the Evolution link
•1 to 2: the Business Support link
•1 to 3: the Business Model Implication link
•1 to 5: the Business Priority link
© 1998 Arthur Andersen. All rights reserved.
The Approach - Links (cont’d)
•2 to 3: the Functional Model Implication link
•2 to 4: the Functional Support link
•2 to 5: the Function Priority link
•3 to 4: the Rightsizing link
•4 to 5: the Technology Sequence link
© 1998 Arthur Andersen. All rights reserved.
Implementation phase - Steps
6
7
8
9
Prepare
Structure
Feed
Create
10
Start
System rollout
Apps prototyping and development
Interfaces design and development
Data Warehouse creation
Technology Infrastructure
© 1998 Arthur Andersen. All rights reserved.
THE CASE
© 1998 Arthur Andersen. All rights reserved.
The client
•Fondigest S.p.A. (Cariplo group)
•Financial markets: asset management
•1st by performance on the Italian market
•5th by assets managed on the Italian market
© 1998 Arthur Andersen. All rights reserved.
Project Objectives and Benefits
•Primary objective of this project is the construction of a sales and marketing
support information system
•The system will
reduce output preparation time and effort, manual work,
use of paper
allow analysis, simulations, non-structured querying
be user-friendly
make information available to external entities
© 1998 Arthur Andersen. All rights reserved.
Project objectives and benefits (cont’d)
•Benefits:
Strategic use of information
Quality and quick available informations
Higher work efficiency
© 1998 Arthur Andersen. All rights reserved.
New organizational aspects
Products
Managed saving products
Product Company
Managing products’ assets
Asset Management
© 1998 Arthur Andersen. All rights reserved.
New organizational aspects
Products
•Product Company implies the following activities:
Institution
Sellling
Asset management
•Asset Management implies the following activities:
Selling
Asset management
© 1998 Arthur Andersen. All rights reserved.
New organizational aspects
Products
SEEKING
SOLUTION
Fondigest
Fondigest
PRODUCTS/
SERVICES
OFFERING
DISTRIBUT
OR NEEDS
CLIENT
NEEDS
Distributor
Distributor
SALE
or
USE
PURCHASE
New analytical perspective:
INTERMEDIATE
CLIENT
© 1998 Arthur Andersen. All rights reserved.
S.I.M.C.
END
CLIENT
New organizational aspects
Clients’ classification
Total clients
Institutional clients
Institutional investors
No profit
Retail clients
Companies
Government
Job code 21
job code 22
Banking
Foundations
Snc
Local
...
Insurance
Associations
Sas
SIM
...
SpA
Central
Job code 00
...
Soc. Coop.
...
© 1998 Arthur Andersen. All rights reserved.
New organizational aspects
Distributors’ classification
Distributors
Banking
Direct distribution
SIM
Group
Third parties
Fondigest
Intercassa
Distr. area
Distr. area
Area manager
Area manager
Locations
Locations
Field promoters
Field promoters
Field promoters
Field promoters
© 1998 Arthur Andersen. All rights reserved.
Users’ functional needs
Areas
•Budgeting (Budget, Forecast, Scenarios)
•Simulations (what-if, break even analysis)
•Data analysis (performances, benchmarks, stats)
•Reporting (periodic reports and data navigation)
•Data Mining
•Document management
•Tracking
© 1998 Arthur Andersen. All rights reserved.
Users’ functional needs
Areas
Budget Simulation
Marketing
Clients’ online help
Marketing/Analysis/Development
Communication
Forms management
Institutional relationships
Mailing
Inquiry & Survey
Budget/Forecast/Reporting
Simulation
80%
Sales
Distributors’ relationships
Training
Institutional clients management
Fiels promoters
20%
20%
© 1998 Arthur Andersen. All rights reserved.
100%
FUNCTIONAL AREAS
Data
Data
Query
Reporting
Mining analysis
100% 70%
60%
50%
20%
100%
35%
10%
25%
20%
25%
Document
mngmt
65%
20%
15%
10%
Tracking
60%
30%
20%
10%
10%
20%
80%
35%
100%
0%
0%
30%
10%
40%
15%
50%
20%
20%
20%
5%
25%
5%
35%
10%
10%
10%
5%
40%
15%
20%
5%
Users’ functional needs
The present and the future
Current situation
Budget
Excel
Paper
New information system
Calculation models for:
- budget
- forecast
Integrated management with actual data
Simulation
-
Simulation models for:
- what-if analysis
- new variables and entity introduction
New models development tools
Data Mining
-
Data mining tool
Analisi Dati
Excel
OLAP environment for:
Paper
- data navigation
- drill-down analysis
- drill-across analysis
-…
Query
AS/400
Enduser tool for ad-hoc query
Reporting
AS/400 printouts
Predefined automatic reports
Hystorical data availability
Document management
Paper, Excel, Word
Document database integrated with relational Data Warehouse
Tracking
Paper
Non-structured information tracking tool
© 1998 Arthur Andersen. All rights reserved.
System Architecture
USERS
View & Print
Sharing & Distribution
OLAP
Data Analysis
Budget
Data Mining
Internet/Intranet
Document
management
Inquiry
Simulation
E - Mail
Tracking
Inquiry and
survey
Reporting
DATA WAREHOUSE
Scheduling / Security
MDB
DOC DB
RDB
HDB
DW
OLTP
Interfacce
External info
providers
AM apps
Carifondo
Mutual Funds
© 1998 Arthur Andersen. All rights reserved.
Contabilità
Fondigest
Asset Management
Fondigest
Other internal
sources
Other apps
eg. Money Mate