Monday, October 25, 2010

Pushing OBIEE Reports or Dashboards to an FTP Server

Pushing reports with Oracle BI Publisher to an FTP server is built into its bursting capability. However, pushing OBIEE Answers reports to an FTP server requires a few customizations. One approach for accomplishing this functionality in OBIEE Answers is to create two iBots: The first iBot will save the report file to local disk and the second iBot will push the file to the FTP server.

Here are the step-by-step instructions for how to accomplish this task.

1) Create the following Java script file in the {OracleBI}\server\Scripts\Common folder. For this demonstration's sake, let’s call this file Testing.js.

Content for Testing.js:
var fileName
var filesysobj = new ActiveXObject(['Scripting.FileSystemObject']);
fileName = ['D:\\public\\data\\OBI\\Reports\\'] + Parameter(1) + ['.PDF'];
var fooFile = filesysobj.CopyFile(Parameter(0), fileName, true);
This script expects the filename as in input parameter (Parameter(1)). In this example, the script adds the extension ’.PDF’ and writes the file to D:\public\data\OBI\Reports\. This can be customized to meet your needs.

2) Now we have to create an iBot that executes the Testing.js script. In order to do that, go to Delivers and create a new iBot. Select an existing Answers report or a dashboard page and specify the delivery format such as HTML, PDF or CSV.



Now, click on the Advanced tab. In the Filename textbox, enter the name of the script to execute (Testing.js) and select Java Script as the file type. Under Results, choose “Pass delivery content to script”. Under Other Parameters, enter the filename of the report output file. This value will be passed into the Parameter (1) in the Testing.js script.


3) The iBot in step 2 wrote the report file to local disk. Before we can create the iBot that pushes the file from local disk to an FTP server we first have to create several files in the {OracleBI}\server\Scripts\Common folder:


The first file (ftp_mht.js) is a Java Script that executes a Windows batch file ftp_mht.cmd.


ftp_mht.js:

var wshShell = new ActiveXObject("WScript.Shell");
var sdsdsds =
"D:\\Public\\server\\apps\\OracleBI\\server\\Scripts\\Common\\ftp_mht.cmd";
wshShell.Run(sdsdsds, 0, true);

The Windows batch file ftp_mht.cmd executes the FTP batch command. In our example, the control file ftp_mht.txt provides the input parameters for the FTP command as outlined below.
ftp_mht.cmd:

ftp -n -i -s:C:\OracleBI\server\Scripts\Common\ftp_mht.txt

ftp_mht.txt:
open {Hostname}
user {username} {password}
cd {target_directory_on_FTP_server}
binary
mput C:\TEMP\*.PDF
bye
4) Now we can create an iBot to execute the ftp_mht.js script. Since the script does not expect any input parameters, we will have to select the “Pass no results to script” option in the Advanced tab.


5) When scheduling the FTP delivery of this particular OBIEE report or dashboard, these two iBots will have to be chained.

Please drop us a comment if you have any questions!

Friday, October 22, 2010

Why are there so many definitions of Project Portfolio Management?

Several years ago when Project Portfolio Management was starting to get more attention and recognition, I worked for a Project Management software company. Those of us in the industry recognized the need to offer a Portfolio Management solution. So we claimed we had that because we gave organizations a view of their projects across the organization. This was a great capability but missed the major value of Portfolio Management. Portfolio Management (PfM) should bring maximum ROI from the organization's investments. Project Portfolio Management is focused on aligning projects to corporate strategic to achieve the business goals. So Project Portfolio Management does look across all the projects of an organization (so does the PMO) but the definition doesn't stop there, the key is the value that the PPM process brings to the business.

Wednesday, October 20, 2010

Toward Ensuring Project Success

Is there any way to guarantee project success? Absolutely not, however, examining lessons learned from past projects can reveal valuable information to help ensure project success. Here we will look at processes, procedures and people to determine how to optimize project performances. Best practice project management procedures require that planning takes time and attention. Most seasoned project managers can recall a project that failed due to rushed (or no) planning. The project manager and project team are also important to project success. What makes a good project manager or project team? Corporate culture plays a strong role in aiding or hindering quality project management. It is important to keep in mind what has and hasn’t worked in the past as you plan and implement the project.

I once lead a project which was viewed as easy by the management and as very risky by the project team. Management continuously told us this was a piece of cake (of course they wanted to believe this!). As a good project team, we conducted risk analysis and believed this to be very risky. Amazing that those of us who were going to be working on the project knew from the start that it would be one of the hardest things we ever did. All the scary facts were there: lean staffing and a late start, the team had absolutely no experience in some aspects of the project and the requirements on our statement of work did not match the signed customer contract. In addition, morale was low because we were short of resources and upper level management reminded often that our performance was poor. We weren’t meeting project budgets or timelines



The project issues got worse as time went on. A key team member quit when the project had just one month left to go and some of the team members did NOT get along. Management continued to ignore the project issues, still seeing the project as an easy win.
Some very interesting things happened on this project which resulted in its eventual success. To improve team attitude, we attended an inspiring seminar that helped us build an improved team attitude. The seminar reminded the team that you own the results of what you do. The attitude changed from “we are doomed” to “we will make this successful.” The fact that we were seen as performing poorly was both good and bad for us. This brought morale down but motivated us to “show leadership that we could succeed”. In an effort toward motivating the team, I did something I don’t think I would recommend to others but it worked for the project. I arrived at work very early and left when the last team member left. This made for very long hours and included weekends and holidays. I learned to test and run the equipment we were building. The team appreciated my hands-on approach and this helped grow a good team relationship.
All the team’s efforts were worth it in the end as the project succeeded. We had happy stakeholders – the customer, our management and our suppliers (as part of our team). We had the satisfaction of knowing we had done well despite all obstacles.

Lessons Learned
What caused this project’s success? First we had a strong commitment to project goals. The Project goals were simple: 1. Customer satisfaction (providing the equipment they needed on time and working to spec) and 2. Turn around our poor performance record. Customer satisfaction is always a goal but this was also our first external (outside our own organization) customer, promising a good deal of future business if we succeeded. Satisfying management would change the corporate culture as they recognized our competence and learned how to improve the culture to support project management. The team was very committed to the goals. Second, the team learned the power of teamwork and the power of strong commitment to doing things right to achieve project objectives. People understood that they could get beyond their issues with other team members by concentrating on the target – to make the project succeed. We had a good amount of discussion on the effect of dependent tasks on each other. Prior to this project, the team members focused on their own tasks without paying attention to the entire project plan. Third, we included the key stakeholders on the team. We worked with the customer both in showing the project progress as time went on as well as helping the customer in tasks they needed to complete for the project. We negotiated a mutually beneficial relationship with our vendors and included them on the project team. The vendors promised their quickest turnaround when we encountered sudden specialized needs (such as quick build of custom parts). We promised a good amount of future business to the vendors. This stakeholder participation lowered risk, lowered scope creep, and ensure that what we produced was what the customer needed.

What could we have done better? We didn’t have the resources available to start the project when we first received the contract so we had to start 2 months later. This required some rushing of the planning phase. In addition, we needed a more supportive corporate culture and improved team effort and attitude.

What are other ways to ensure project success? First we take a look at the elements of project management that are very important to project success. Next, we take a look at the people and the organization. What qualities do the Project Manager, Project Team and the organization need to promote eh best project management?
Working toward Successful Projects

At Project start: Defining Success Criteria, Considering Stakeholders and Project Planning
The first phase of a project’s lifecycle is very critical to its success. It is always important to complete a project in the timeliest manner but skimping on planning can lead to project failure. Once the project has been proven to be valuable to the organization, careful planning is needed. The stakeholders should be identified and analyzed. The key stakeholders define the project’s success criteria. Rather than rushing the planning to get on with the project and complete faster, in planning, you will find areas to trim time in implementation.

How many times have you heard people say “we never have time to plan but we always have time to do it over”? For a project to succeed, the planning must be well thought out, thorough, documented and agreed upon. It is human nature to want to rush in and get started on a project, rather than spending considerable time planning. Yet it is well known that careful planning and project estimation is key to success of the project. Good planning can actually reduce the time required for the implementation phase. Important elements of project planning are stakeholder analysis, definition of success factors, team input and risk management planning.

Stakeholder analysis requires time and thought as there are the obvious stakeholders and the not so obvious stakeholders. There are stakeholders that determine if the project has succeeded and those that do not want the project to succeed. Among the stakeholders are people competing for your resources or with agendas that oppose your project. The Project Manager needs to formulate strategy for dealing with all stakeholders, ensuring key stakeholders participate as team members and negotiating with stakeholders that are competing for the same resources.
While the project manager and project team must bring the project in on time and in budget, this does not define success. In the end, the customer declares the project successful or failed. For this reason, the first step in Project Management is in understanding the project’s objectives. The Project Manager and team must work very closely with the customer and all stakeholders to ensure clear understanding of the critical success factors as well as understanding stakeholder issues . From the success factors, metrics should be defined to ensure the success factors can be demonstrated at the conclusion of the project.

As part of the stakeholder analysis, identify the Executive sponsor and determine the level of support provided by this project champion. If the project does not have good executive sponsorship, it is not likely to succeed. I once directed a project for a client to solve a problem identified in an audit. In a mid-project review, the client informed me that they did not agree with the audit finding and, therefore, did not see the value of the project. They allowed the project to complete through the pilot phase but not to production.

Sometimes the stakeholders have unrealistic expectations. Customers almost always want it yesterday, cheap and perfect! The project’s schedule, budget or scope, as defined by the client, may not be reasonable. When we were designing custom equipment for our own company the schedule was set by the customer with no regard to how long it should take, the budget was set by the customer based on what the customer could pay and, of course, the technical specification was set by the customer. Therefore, the budget, schedule, specification and stakeholder expectations were unrealistic. An example of both unrealistic expectations and improper customer strategy involved a project I was handed on my first day with a company. The project team was to design a machine that would automate work that was currently done manually. When it was transferred to me, the project was several months into its timeline with no design or concept developed. Yet, the customer was informed that the project was still on track. I recovered the situation by explaining the issue (while begging forgiveness) and bringing the customer onto the design team. As the customer had design concepts of his own, this plan worked out.

Throughout the Project: Managing Risk and Change
Scope creep is a big issue in project management. The project plan works for the scope of the project agreed to in the planning stage. As the project progresses, stakeholders, customers and even project team members can see opportunities to make the solution even better than originally planned. While this improvement sounds good, it will lead to cost overrun and schedule slippage. The Change Management process must be well established and must be adhered to by all involved with the project. Each change needs to be clearly documented, providing the impact to budget, schedule, resources, and risk and project results. The decision to include the change belongs to the project’s customer. On one project I managed, we decided that we should go forward with most of the customer out-of-scope changes simply to ensure customer satisfaction. This backfired on us. When the project was late and over budget, the customer saw this as project failure despite all the “free” changes we provided.

While the risk taker may not see the value to risk management planning, this is very important in project management. The risk management plan is not a document to be filed away once the planning is complete. The risks must be analyzed, documented and reviewed on a regular, ongoing basis. As the project progresses, risk mitigation activities will need to be completed as the issues occur and new risks will be discovered and included in the plan. Think of risk management planning as always having a plan A, plan B, and plan C.

What makes a good Project Manager?
As leader of the project team, the Project Manager takes care of obstacles that get in the way of the project team. This attitude motivates the team and ensures the project is run efficiently. As a good leader, the project manager will build the trust and confidence of the project team members, listening to team member views and seeking their expert advice. As leader, the project manager should acknowledge and recognize team members for their contribution. The type of project manager that a project team does not like is the project manager who is hands-off on the project, expects the team to do all the work and take all the responsibility and risk. This type of project manager is usually known for finger pointing (all errors are made by a team member) and stealing credit when things go right.

The Project Manager must help promote efficiency. I came into an organization consisting mostly of engineers and quickly discovered that they did not appreciated project management. I soon discovered that this attitude resulted from their current project manage processes. The project management meetings took up a great deal of the team’s time. Furthermore, they did not see value in attending the meetings. The project manager conducted the meetings to update project status reports, not to hear from the team about current issues. Thanks to the previous project managers, I learned a valuable lesson: one way to show respect is to not waste that person’s time and never forget the value of listening. A meeting needs a purpose, an agenda and a chance for each team member to discuss what he or she feels is important to the purpose of the meeting. Attendees need to walk away from the meeting knowing that they gained something from attending.

Enthusiasm spreads; therefore, if the Project Manager is enthusiastic, the team is more likely to be enthusiastic. The attitude of ownership of the project and its results works much the same way. If the project manager believes that the team owns the results of the project, the chances of success are much higher. The Project Manager can influence the team to understand the importance of owning the results.

A very difficult task of a project manager is staying on top of project details while, at the same time, being able to see the big picture. The project manager must be aware of how the project relates to the business and how it fits in with other projects. On the other hand, the project manager must be close enough to the details to deal with issues as they occur.

Even with a carefully planned project, things change constantly as the project progresses and the project manager must make appropriate, quick decisions. A project manager cannot pass all decision making up the chain of management or push all decisions down to the team. There will be many decisions that need to be made to keep the project on course. In some cases, the project team can take time to analyze the situation and determine the best action and this is the best course if schedule will not be affected. Good Project Managers can judge which is appropriate – a quick decision or more thorough analysis of the issue.

The project manager must negotiate with the client, the stakeholders, vendors, the project team members and the organization’s management. Good skill in negotiating can result in customer and stakeholder satisfaction, optimized pricing from suppliers and optimized efficiency from the team members.

What makes a good project team?
A good project team recognizes its ownership of the results of its efforts. Projects don’t just happen; they are planned and implemented – by the project team, the “owners” of the project. Characteristics of good project teams include: cooperation, collaboration, communication, strong interest in the project and strong interest in achieving the project goals. Just like a sports team, the project team must be more strongly concerned with the results from the team’s effort than with individual achievements. We see the struggle to achieve this team attitude in sports and it is not easier for a project team member in a society where individual career success is typically dependent on individual achievement. The project manager and the corporate culture can promote the importance of team effort by balancing rewards for team effort as well as individual efforts.

One element of cooperation involves clearly understanding the affect of each team member’s tasks on the other tasks as well as the overall schedule. One PMO I worked in had very aggressive project schedules. Rather than raising flags that the schedules were unreasonable, the project teams would develop schedules that they could not meet. Trying to keep to the overall schedule always meant that the last tasks were done on an extremely short and unrealistic timeline, putting a great deal of stress on the team members who had to wait until the end to complete his/ her tasks. After completing a project where this occurred, the team had a lessons learned session and this issue was brought up. After much discussion, the team members who had the earlier tasks agreed to determine ways to bring in their task schedules to avoid this problem on the next project.

Open team communication is important. It is very detrimental to a project if team members are adverse to bringing up issues, concerns or anything that may be seen as a mistake. Finger pointing does not make for good teamwork. Team members should bring up issues and problems and should not feel they have to hide mistakes.

The Project Management Organization
The organization keeps the project management system optimized through: 1. A proactive, customer- driven culture that puts emphasis on planning and monitoring, 2. High level support of project management, 3. Fostering innovation through allowing mistakes and encouraging open communication, and 4. Well defined and understood processes.

Project management processes and procedures need to be adaptable. The process should never be the same for a large complex project and for a small, quick straight forward project. Yet some organizations do not have flexibilities in their project management system.

Increasingly, businesses are seeing the value of project management as it brings efficiency and order to an organization. As globalization increases, strategy and planning are more important to keeping a business competitive. Because good Project Management helps an organization achieves its goals, the leadership needs to foster and support an environment that promotes Project Management disciplines. To support good project management, the business needs to promote innovation. This requires taking chances, which can lead to mistakes but can also lead to great discoveries. Communication, cooperation and collaboration are important both up and down the chain of command.

Toward Project Success
Best practices in Project Management require looking to the past, present and future:
· Look to the past –remembering what has worked and what hasn’t worked.
· In the Present - the project manager and project team must pay careful attention to all that is happening on the project t each day.
· Look to the future - through careful planning, adjusting as required and carrying out risk mitigation activities.

There are no easy answers to ensuring project success as there are many elements of the business as well as the project itself which can contribute to a project’s success or failure. It is important for the project manager and project team to have the characteristics and disciplines that lead to winning projects, however, the team needs proper organizational and cultural support for project success. On the other hand, if the processes and procedures aren’t optimized, using best practices, the project is more likely to fail.

Optimizing the Portfolio of Investments with Scoring Models

The Business Need for Prioritizing Investments
How can your business maximize return on its investment? How can you balance resource capacity and demand? How can you ensure you are achieving your strategic goals? Can you provide clear justification for your portfolio of investments? These major business concerns drive the need for organizations to develop Portfolio Management to ensure the business is making the best investments.

The Solution: A Scoring Model for your Investments
Portfolio Management is a structured and disciplined process for selecting the portfolio of investments that best meet the strategic goals of the organization, delivering true competitive benefit to the business. This process requires evaluating each requested investment against specific criteria, the scoring model, which reflect the business’ definition of value. The investments are prioritized based on these evaluations and analyzed against budget and resource constraints and other factors.
Formulating the scoring model that reflects the organization’s view of value is the key to ensuring optimized prioritization of investments. For this reason, the task of developing the scoring model should not be taken lightly. Leadership can work with scoring model subject matter experts to determine the requirements for the model.

Scoring Model Benefits
· Provides objective and quantifiable criteria for evaluating and selecting investments
· Provides quantifiable information for optimized investment decisions
· Funding decisions no longer based on intuition, politics or the concept that all ideas are acceptable
· Ties investments to strategic objectives to help ensure strategic goals are achieved
· Balances short and long term gain
· Maintains benefit to risk ratio that best fits the business
· Takes into account the health of projects and programs to lower the loss from failing projects
· Maximizes return on investment



Developing a Scoring Model
Developing a scoring model for investment prioritization ensures the portfolio of investments provides maximum value to the business. Because each organization is unique, every scoring model should be different; however, there are common elements to be addressed across organizations. Guident has developed a basic scoring framework that can be adapted and modified as needed. The model looks at six areas for scoring: Strategic Alignment, Value/ Benefit, Compliance, Capability, Health/ Performance and Risk. Establishing the scoring model that works for an organization begins with defining value for the business based on review and analysis of these six areas.

Scoring model development process:
1. Define specific business drivers in each of the six areas based on the definition of value for the business.
2. Prioritize the business drivers and weight them.
3. Determine survey questions and answers to make up the model based on these drivers.
4. Assign numeric values to each possible answer.
5. Sum the weight multiplied by the value for each answer to provide the total score.
The organization evaluates the new and existing investment candidates using the defined scoring model, basing prioritization and funding decisions on the final scores.

The Six Elements
The Strategic Alignment element addresses how the investment aligns to the overall strategy of the organization. Strategic Alignment is measured against the strategic objectives defined by the leadership of the organization. This establishes a clear view of how the investments contribute to achieving corporate strategy thus identifying the portfolio of investments to enable the organization to meet its objectives. This also provides a view of the level of investment for each objective.

The Compliance element addresses how an investment aligns to the corporate governance requirements. This includes compliance with internal and external mandated regulations, initiatives, and architecture. Initiatives tied to federal and corporate mandates receive highest priority.

The Capability dimension addresses how the investment supports the mission of the organization. The mission provides the course of action that the organization needs to take in order to meet its operational requirements. The mission breaks down further into capabilities or competencies focused on the required systems, products and processes to meet customer needs and provide competitive advantage. Capabilities should be documented and prioritized so that the capability dimension returns the highest scores for investments aligned to the most important capabilities. Gap analysis can determine which capabilities already exist and which are still needed. An investment’s Capability score rewards investments that provide new capabilities required by the organization. If an investment offers a redundant capability, its capability score will be lower unless it is determined to be the most effective in providing the capability.

The Risk element addresses the likelihood of a risk event and the impact if that risk event were to occur. Defined risk categories can significantly improve the identification of risk events. The Risk dimension seeks to establish measurable data that focuses on factors that can adversely affect an investment’s ability to deliver its intended result.

The Value/ Benefit element addresses either the qualitative or quantitative value of the investment. Quantitative Values are financial calculations such as Return on Investment (ROI), or Cost Benefit Analysis (CBA) etc. Qualitative Value relates to intangible benefits that are meaningful to the organization. These values might classify projects as maintenance, transformation or regulatory. Further examples include efficiency improvement, cost savings, cost avoidance etc.

The Performance/Health element can be qualitative or quantitative as well. Health information is typically pulled from project management or operations data to indicate whether the investment is on schedule and on budget. Performance/ Health can be measured using standard earned value calculations for cost and schedule indicators in a strict quantitative approach or simpler variances from plan to highlight trouble areas. Performance analysis also needs to include benefits realization metrics and measures against requirements.

To read the full article, click on the following link:
http://www.guident.com/index.php?page=download&target=Investment_Scoring_Model.pdf

From Concept to Benefit: Achieving Corporate Strategy

The Business Need
Sound strategic planning is fundamental to achieving business objectives. Execution of the strategy is difficult and the complexities created by out of sync and competing activities, processes, functional groups and systems across the organization create many obstacles on the road to success. Constant change, corporate politics, functional silos and many other factors affect progress toward business objectives.

A sound business plan and clearly defined goals are essential, but the key to successful execution is understanding how to accomplish those goals. This paper looks at process relationships and
information flow across the business from strategic planning to achievement of the strategy, from great ideas to benefits realization. To ensure the business efficiently and effectively achieves its strategy, the organization must optimize the outcomes from their processes across the entire lifecycle.



While organizations put emphasis on improvement of individual processes, improvement across
processes and systems is often neglected. This big picture transformation is more difficult to tackle.

Over time, standalone systems, functional stovepipes and constant change cause issues around
data, communication, processes, systems and performance. While this task of analyzing and
improving the full lifecycle is difficult, the results are very valuable to the organization.

The Business Issues
Virtually every organization has information fragmented in multiple repositories and enterprise
applications. Many obstacles keep organizations from meeting their basic needs for efficient operations, strategic alignment and profitability. Common business issues include:
Process Issues:
o Inefficient
o Duplication of effort and disconnected
processes
o No standardization, documentation or understanding of process
o Poor metrics and poor performance
Data Issues:
o Insufficient or bad data
o Difficulty in obtaining data
o No authoritative source of data, duplicate entry
Technical Issues:
o Insufficient applications and infrastructure to support best practice processes
o Disparate applications and systems

Strategic Planning, Portfolio Management, Project Management
and Operations processes contribute to achievement of strategy, thus are critical to
business success.

Weaknesses in Strategic Planning, Portfolio Management, Project Management or Operations will result in problems in the other areas as there are information feeds and dependencies between these functions. In addition, the processes in each of these major areas must be efficient and must provide quality information to the other areas.

The strategic goals are meaningless to the organization unless they are clear, understood by all and interpreted into the activities required to achieve the goals. This means that executives should not throw high‐level strategic goals out to the organization with the directive to make it happen. Instead, they should have a clear idea of the major activities designed to meet the strategic objectives to ensure the organization is headed in the right direction. Leaders in Strategic Planning and Portfolio Management can work together to clearly connect the strategy with the required tactical activity.

Portfolio Management will determine the optimized Portfolio of investments based on
analysis, valuation and prioritization of the business needs. To prioritize investments, a
scoring model is developed based on the organization’s definition of value. The model will provide
strategic alignment and will represent the benefit provided by the investment.

Portfolio reviews and analysis require up‐to‐date information from Strategic Planning, Finance, Enterprise Architecture, IT Governance and Project Management. Finance provides available budget information to be used in determining how many items in the portfolio can be funded. Enterprise Architecture provides capabilities and Enterprise Architect requirements used in Portfolio Management selection process while Portfolio Management provides portfolio performance to capabilities and requirements to Enterprise Architecture. In some organizations, IT Governance will utilize the investment scores to prioritize and grant funding to investments.

When funding decisions are complete, approved projects move to the Project Management process in the lifecycle. Project Management is complex and key to achievement of the business needs. Therefore, best practice processes are key to achievement of the corporate plans.

Performance Management
Performance Management is an element in each of the processes as metrics and analysis are required to ensure each area is achieving its goals and to ensure benefits realization from the system as a whole. For decision makers, Portfolio Management will provide benefits realization metrics including financial benefits. Portfolio Management measures progress toward corporate goals based on the metrics for each goal and reports this information to Strategic Planning/Executives. For each Project, metrics will be established to ensure the project team is meeting the project goals. Project Performance is measured and analyzed to develop corrective actions and ensure risks are managed. This Performance information is reviewed in Project and Program reviews to ensure Project Management performance is optimized. Performance information is fed from the Project Management system to the Portfolio Management system (and/ or the Program Management system) to allow decision making for the portfolio and programs. In Portfolio reviews, project performance is taken into consideration and failing projects may be stopped.

Where Has This Solution Been Applied and What Were the Results?
A division of a government agency required an analysis of all applications, systems, processes and data across lifecycle management. The analysis showed they had legacy systems that were no longer supported, high maintenance homemade tools (requiring frequent coding), applications that only had a handful of users, standalone applications for each process, data entered manually in more than one application and manual processes. The analysis led to corrective actions to
eliminate or retire systems, automate and streamline processes and data feeds and implement a
more robust infrastructure. An IT/ Process Roadmap was developed to provide the needed solution concept and plan. A large company had merged many other companies into the organization. There were many scattered databases, duplication of effort, re‐packaging of information for different levels of the organization, different databases, processes, and reports across the same functions. Excessive time was spent manually generating reports in preparation for management decision‐making meetings. There were no standard project performance metrics across the enterprise. Portfolio management had been developed using a very complex process involving numerous Excel spreadsheets. A new lifecycle was designed to standardize and automate Project Management, Portfolio Management, IT Governance and Financial Management across the merged businesses. This solution brought all the data for these processes into a centralized database, providing greatly improved efficiency, improved data accuracy, cost and labor savings and elimination of non‐value added work.

Building the Holistic Lifecycle Solution
How do you build the holistic lifecycle process to optimize sharing information across processes,
eliminate duplication of tasks, and improve each process while optimizing across all processes?
To see the full article, click on the link. http://www.guident.com/index.php?page=download&target=Achieving_Corporate_Strategy.pdfpage=download&target=Achieving_Corporate_Strategy.pdf

Achieving Corporate Strategy

Scoring Models: Optimizing the Portfolio

Scoring Model: Optimizing the Porttfolio

Friday, October 8, 2010

Best Practices for Maintaining a Data Dictionary

Maintaining an up-to-date Data Dictionary is an important but often neglected task of data modelers. The most critical success factor for maintaining an up-to-date Data Dictionary is the ability to associate data elements to their corresponding business description within the data modeling tool itself. We will demonstrate how this can easily be accomplished with Computer Associate’s ERwin Data Modeler.

Step 1: Open your data model in CA ERwin Data Modeler and switch from the Logical view to Physical or Dimensional view. Enter the business description for each column into the corresponding “Comment” column property as shown below.

Step 2: If your target database server supports comments, ERwin can generate comments in the schema DDL script. In order to demonstrate this functionality, we will use ERwin’s Forward Engineer functionality to push our data model to an Oracle 11g database server. Make sure to check the “Comments” check-box under “Other Options” in the Forward Engineer Schema Generation wizard.

Step 3: The comments are now available in the database. The screenshot below shows that the comments are visible in Oracle’s SQL Developer. Thus, the data dictionary and all its business descriptions are now fully integrated into the meta data of the database objects.

Step 4: Use ERwin’s Report Builder to create a Data Dictionary document. Report Builder queries the ERwin data model to create high quality PDF, Word, XML, or HTML documents that can be used as client deliverables. The screenshots below show the basic steps and a sample RTF output file.


In summary, maintaining the business descriptions for data elements within the data modeling tool has the following advantages:
  • The business descriptions will only have to be maintained in one place (i.e. in the data modeling tool).
  • The data dictionary is fully integrated into the meta data for database objects (if supported by the RDBMS).
  • An official data dictionary document or web page can easily be created by the data modeling tool.