Database Reference
In-Depth Information
Outline the Steps in the Process
When you start a solution, it is important to create a simple outline of what you are trying to accomplish. For
example, you may even want to make yourself a flowchart, similar to one shown in Figure
3-1
. We have created
Figure
3-1
using Microsoft's PowerPoint, but you can use Microsoft's Visio or simply draw one with pen and
paper and it will work just as well. What you use to create the outline is not as important as making sure to take
the time to do it before you begin developing.
The planning process typically begins by interviewing the client (or whoever the BI solution is being
developed for) and documenting what they want. In Figure
3-1
, you can see that the interview process has been
included at the top of the flowchart.
Start a Solution
Document
Requirements
Interviews
Locate Data
Can it be
done?
Define the
Team Roles
Define the
Team Members
Define the
Team Schedule
Can it be
done?
Define the IT, Security,
and Licensing
Requirements
Estimate the Cost
Can it be
done?
Document Solution
Plan
Implementation
Figure 3-1.
A typical planning workflow
Next, you need to see whether or not what they are asking for can even be accomplished. A good place to
begin is to look for the data required to build the type of solution they are requesting. It is common for clients to
want your BI solution to produce information for them that is not supported by their data. This is one of the first
things to check for because it is such a common obstacle. If you cannot provide them with the information they
want, letting them know early on will save everyone a lot of wasted effort, and it will allow you to work with the
clients to revise their expectations while helping to avoid disappointment.
Also, keep in mind other important deal breakers that might kill the solution before it begins. These change
for every solution but may include the following:
•
Can you complete the solution with the number of staff you have?
•
Can you complete the solution in the timeframe allotted?
