System and method for planning and implementing a data warehouse solution

• US 7,092,968 B1
• Filed: 12/06/2002
• Issued: 08/15/2006
• Est. Priority Date: 12/06/2002
• Status: Active Grant

• Current Assignee: Teradata US, Inc. (Teradata Corporation)
• Original Assignee: NCR Corporation
• Inventors: Fowler, Richard L., Patriarca, Daniel, Naik, Ojustwin A., Ebel, Douglas H.
• Primary Examiner(s): Robinson, Greta
• Assistant Examiner(s): Veillard, Jacques
• Application Number:
  US10/313,562
• Time in Patent Office: 1,348 Days
• Field of Search: 707 1- 3, 707/9, 707/10, 707100-102, 707/103.R, 707/201, 707/104.1, 707/203, 707/103.Y, 707/103.Z
• US Class Current: 1/1
• CPC Class Codes: G06F 16/254 Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface
• CPC Class Codes: Y10S 707/99944 Object-oriented database structure
• CPC Class Codes: Y10S 707/99945 Object-oriented database structure processing
• CPC Class Codes: Y10S 707/99948 Application of database or data structure, e.g. distributed, multimedia, or image

Abstract

A system and method for planning, developing and implementing data warehouse solutions. A methodology including a plurality of tasks associated with the design and implementation of a data warehouse solution is represented by a visual model that identifies relationships between the tasks, and includes links between the tasks and content contained within a methodology database. The visual model is displayed within a visual modeling program, and can be customized for a particular data warehouse engagement through the selection of tasks displayed in the visual model for inclusion in the particular data warehouse engagement. Additionally, a customized methodology plan, statement of work, and project methodology guide for a particular data warehouse engagement can be automatically generated from content extracted from the visual model and methodology database.

Claims

1. A system for planning, developing and implementing data warehouse solutions, said system comprising:

a methodology defining a plurality of tasks associated with planning, developing and implementing a data warehouse solution;

a database residing within a computer system containing content associated with said tasks; and

a visual model of said methodology for display and customization within a visual modeling program operating within said computer system;

and wherein;

said visual model identifies relationships between said tasks, and including links between said tasks and content contained within said database related to said tasks;

said methodology is customized for a particular data warehouse engagement through the selection of tasks displayed in said visual model for inclusion in said particular data warehouse engagement; and

said content associated with the tasks included in said customized methodology is extracted from said database to produce a statement of work for said particular data warehouse engagement.

2. The system in accordance with claim 1, wherein:

said plurality of tasks are organized into a plurality of services displayed in said visual model, each one of said services having defined inputs and work products.

3. The system in accordance with claim 2, wherein:

said plurality of services are organized into a plurality of phases displayed in said visual model, each one of said phases representing a general phase in the planning, development and implementation of a database system.

4. The system in accordance with claim 3, wherein said phases include at least one of the following:

a strategy phase including services that clarify the scope of a data warehouse engagement;

a research phase including services that identify and rank issues and opportunities based on potential value, difficulty of execution, and information requirement needed to support said data warehouse engagement;

an analyze phase including services for identifying specific application requirements and a logical data model to support said data warehouse engagement;

a design phase including services for transforming requirements into a solution design for said data warehouse engagement;

an equip phase including services for installing and supporting hardware and software needed for the building and operation of a data warehouse;

a build phase including services for transforming said solution design into working applications for said data warehouse engagement;

an integrate phase including services for assembling components into a system, testing said system, and performing initial data loads of current and historical data; and

a manage phase including services for system performance management and capacity planning.

5. A system for planning, developing and implementing data warehouse solutions, said system comprising:

a methodology defining a plurality of tasks associated with planning, developing and implementing a data warehouse solution;

a database residing within a computer system containing content associated with said tasks; and

a visual model of said methodology for display and customization within a visual modeling program operating within said computer system;

and wherein;

said visual model identifies relationships between said tasks, and including links between said tasks and content contained within said database related to said tasks;

said methodology is customized for a particular data warehouse engagement through the de-selection of tasks displayed in said visual model for exclusion from said particular data warehouse engagement; and

said content associated with the tasks included in said customized methodology is extracted from said database to produce a statement of work for said particular data warehouse engagement.

6. The system in accordance with claim 5, wherein:

said plurality of tasks are organized into a plurality of services displayed in said visual model, each one of said services having defined inputs and work products.

7. A tool for aiding project managers in planning, developing and implementing a data warehouse solution;

said tool comprising;

a visual model providing a visual representation of a plurality of tasks associated with planning, developing and implementing a data warehouse solution, said visual model capable of being displayed and customized within a visual modeling program operating on a computer system; and

a database residing within said computer system containing content associated with said tasks;

and wherein;

said visual model identifies relationships between said tasks, and including links between said tasks and content contained within said database related to said tasks;

said visual model is customized for a particular data warehouse engagement through the selection of tasks displayed in said visual model for inclusion in said particular data warehouse engagement; and

said content associated with the tasks included in said customized methodology is extracted from said database to produce a statement of work for said particular data warehouse engagement.

8. A tool for aiding project managers in planning, developing and implementing a data warehouse solution;

said tool comprising;

a visual model providing a visual representation of a plurality of tasks associated with planning, developing, and implementing a data warehouse solution, said visual model capable of being displayed and customized within a visual modeling program on a computer system; and

a database residing within said computer system containing content associated with said tasks;

and wherein;

said visual model identifies relationships between said tasks and including links between said tasks and content contained within said database related to said tasks;

said visual model is customized for a particular data warehouse engagement through the selection of tasks displayed in said visual model for inclusion in said particular data warehouse engagement; and

said content associated with the tasks included in said customized methodology is extracted from said database to produce a project methodology guide for said particular data warehouse engagement.

9. A customizable methodology plan for the planning, development and implementation of a data warehouse solution;

said customizable methodology plan comprising;

a plurality of tasks associated with planning, developing and implementing a data warehouse solution,

a visual model displaying a sequencing of said tasks and identifying relationships between said tasks and including links between said tasks and content contained within a database related to said tasks, said visual model capable of being displayed and customized within a visual modeling program operating on a computer system; and

wherein said visual model is customized for a particular data warehouse engagement through the selection of tasks displayed in said visual model for inclusion in said particular data warehouse engagement; and

wherein said content associated with the tasks included in said customizable methodology plan is extracted from said database to produce a statement of work for a particular data warehouse solution.

10. A method for planning, developing and implementing data warehouse solutions, said method comprising the steps of:

defining a methodology including a plurality of tasks associated with planning, developing and implementing a data warehouse solution;

establishing a database within a computer system containing content associated with said tasks;

creating a visual model of said methodology for display and customization within a visual modeling program operating on said computer system, said visual model identifying relationships between said tasks, and including links between said tasks and content contained within said database related to said tasks;

customizing said methodology for a particular data warehouse engagement through the selection of tasks displayed in said visual model for inclusion in said particular data warehouse engagement; and

automatically generating a statement of work for said particular data warehouse engagement from content extracted from said database.

11. The method in accordance with claim 10, wherein:

said plurality of tasks are organized into a plurality of services displayed in said visual model, each one of said services having defined inputs and work products; and

said methodology is customized for a particular data warehouse engagement through the selection of services displayed in said visual model for inclusion in said particular data warehouse engagement.

12. A method for planning, developing and implementing data warehouse solutions, said method comprising the steps of:

defining a methodology including a plurality of tasks associated with planning, developing and implementing a data warehouse solution;

establishing a database within a computer system containing content associated with said tasks;

creating a visual model of said methodology for display and customization within a visual modeling program operating on said computer system said visual model identifying relationships between said tasks, and including links between said tasks and content contained within said database related to said tasks;

customizing said methodology for a particular data warehouse engagement through the selection of tasks displayed in said visual model for inclusion in said particular data warehouse engagement, and

automatically generating a project methodology guide for said particular data warehouse engagement from content extracted from said database.