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Information Management Roles

Improve accountability with David Bowman’s guidelines for information management roles

This site is designed for Information Technology managers who need  to improve accountability and require guidance and direction to help establish roles and responsibilities.

It provides guidelines for information management roles and responsibilities and tasks and deliverables.

What is Information Management?

Information management is a discipline that governs accountability for the structure and design, storage, movement, security, quality, delivery and usage of information required for management and business intelligence purposes.

What is Information Management

What are Information Management Roles?


Data Warehouse Program Management
  • Should be responsible for overall warehouse planning including short and longer-term plans, budgeting, and staff allocation;
  • Should ensure data warehouse direction is aligned with business and Information Technology priorities; and
  • Should provide leadership and be accountable for all aspects of the data warehouse organization.
Project Manager
Technical Writer
Data Warehouse Solution Architect
  • Should have overall responsibility for the entire data warehouse technical solution;
  • Should provide technical direction to the data warehouse team to ensure integrity of the data warehouse; and
  • Should have responsibility for the quality of all data warehouse solution architect roles and responsibilities.
Data Architect
  • Should have overall responsibility for the data architecture solution and all data architecture deliverables including data modeling;
  • Should define data architecture requirements as part of requirements specification;
  • Should define source to target mapping and data transformation rules;
  • Should provide technical direction to assigned data architects and data base administrators; and
  • Should be accountable to the solution architect for the quality of all data architecture deliverables and includes data warehouse architect and data architect roles and responsibilities.
Data Modeler
  • Should develop application logical data models;
  • Should work with database administrators to create and maintain physical data models;
  • Should work with data analysts to understand data requirements;
  • Should work with data integration developers to map sources to targets; and
  • Should be accountable to the data architect for the quality of all  data modeler roles and responsibilities and tasks and deliverables
Data Analyst
  • Should be responsible for analyzing source data quality;
  • Should develop source to target mapping documents, including data business transformation rules; and
  • Should be accountable to the data architect for the quality of all data analyst roles and responsibilities and tasks and deliverables
Database Administration
  • Should be responsible for creating the various environments required for development, test and production;
  • Should perform query optimization reviews as a measure of prevention and when performance incidents occurs that require immediate remedial action;
  • Should manage performance, database utilization and growth monitoring and tuning, backup and recovery;
  • Should establish database clustering and partitioning strategies;
  • Should promote test databases to the production environment;
  • Should implement and monitor backup and restore procedures;
  • Should implement appropriate security scheme for the data warehouse;
  • Should be dedicated to the data warehouse development project, as opposed to being part of a pool of online transaction processing database administrators; and
  • Should include database administrator roles and responsibilities.
Metadata Management
  • Should manage a metadata repository; and
  • Should be accountable to the data architect for the implementation of a metadata repository management function.
Data Integration Architect
  • Should have overall responsibility for the data integration solution and all data integration deliverables including data flow diagrams and source system inventory;
  • Should include designing the extract, transform and load solution, leading system and integration testing and defining standards and architecture toolkits;
  • Should provide technical direction to the data warehouse team to ensure the integrity of the data warehouse; and
  • Should be accountable to the solution architect for the quality of all data integration architect roles and responsibilities and tasks and deliverables,
Data Integration Developers
  • Should be responsible for creating software code that will extract data from source systems, transform it as necessary and load it into data warehouses and/or into data marts;
  • Should be primarily required during the development, quality assurance and transition to production phases;
  • Should help data analysts run data profiling scripts and documenting the results;
  • Should create detail design specifications based on architecture and design specifications;
  • Should document satisfaction of requirements in design specifications to help with requirements traceability;
  • Should participate in design specification quality assurance reviews involving a data integration architect and data integration designer.
  • Should create unit test data to ensure that the code performs under all expected conditions;
  • Should develop data integration software using common tools such as Informatica, Ab Initio, and Ascential DataStage;
  • Should conduct unit tests in a personal schema to ensure that the code meets specification;
  • Should document test results and store test data and results in a project documentation repository;
  • Should participate in code reviews with data architects, lead developers and other developers; and
  • Should be accountable to the data integration architect for the quality of data warehouse developer deliverables.
Business Intelligence Architect
  • Should have overall responsibility for the business intelligence  solution and all deliverables;
  • Should define business intelligence reporting and analytic requirements as part of requirements specification;
  • Should provide technical direction to assigned business intelligence developers; and
  • Should be accountable to the solution architect for the quality of all business intelligence deliverables.
Business Analyst
Business Intelligence Developer
  • Should create unit test plans;
  • Should develop business intelligence code;
  • Should perform unit testing;
  • Should document unit test results;
  • Should compile business intelligence object migration inventory;
  • Should respond to defects identified during testing; and
  • Should be accountable to the business intelligence architect for the detailed design and development of business intelligence reporting and analytics components.
Quality Assurance Test Manager
  • Should ensure quality of data warehouse functionality prior to production cut-over;
  • Should work with, or be assigned to, the project team to develop testing scenarios to ensure expected performance, reliability, and functionality;
  • Should assist production support in creating scenarios to diagnose problems and assists in testing resolutions;
  • Should maintain test script library for regression testing; and
  • Should be accountable to the program manager for the quality of all test deliverables as described in test manager roles and responsibilities.
Quality Assurance Tester
  • Should be responsible for creating quality assurance test cases and test steps;
  • Should document all test results;
  • Should identify test defects; and
  • Should be accountable to the test manager for quality assurance roles and responsibilities.
Quality Assurance Defect Manager
  • Should track and report defects;
  • Should communicate defect status; and
  • Should be accountable to the test manager for defect management.
Information Management Roles for Release Management
  • Should provide a single point of control to coordinate new hardware and software releases into the EDW environment;
  • Should provide coordination among various teams e.g. database administrators, data integration technical services, business intelligence technical services, etc. to ensure compatibility of all configuration items and that coordination of installs takes place; and
  • Should be accountable to the program manager for release management.
Information Management Roles for Change Management
  • Should provide a formalized team process to manage change in the hardware and software environments;
  • Should provide the capability to assess all changes and recommend  how, when or if to proceed with changes;
  • Should plan the change;
  • Should plan the change back out the event of unexpected results; and
  • Should be accountable to the program manager for change management.
Information Management Roles for Security and Administration   
  • Should provide a centralized function to administrator user ids, passwords, roles, etc;
  • Should ensure that LDAP, or an equivalent standard, is used to manage a centralized directory of security and authorization information; and
  • Should be accountable to the program manager for security.
Information Management Roles for Service Desk    
  • Should provide single contact point for reporting of user issues;
  • Should create tracking tickets, report on status and service level performance of the data warehouse team;
  • Should provide predefined, first level, issue resolution;
  • Should provide centralized problem resolution information communications; and
  • Should be accountable to the program manager for help desk support.
Business Intelligence Technical Services   
  • Should fix business intelligence incidents and problems that cannot be handled by the service desk;
  • Should have trouble shooting skills combined with extensive business intelligence tool experience; and
  • Should be accountable to the program manager for technical services.
Business Intelligence Software Administrator   
  • Should administer the business intelligence technology; and
  • Should migrate approved business intelligence code objects from the quality assurance environment to production environment
Data Integration Technical Services
  • Should fix data integration incidents and problems that cannot be handled by the service desk;
  • Should have trouble shooting skills combined with extensive data integration tool experience; and
  • Should be accountable to the program manager for technical services.
Information Management Roles for Software Support
  • Should maintain the software infrastructure in the environment; and
  • Should manage software upgrades and patches to operating systems, databases, etc.
Data Warehouse Data Stewardship
  • Should be responsible for data quality within the data warehouse;
  • Should work with source system owners to correct data quality issues; and
  • Should assist business owners with understanding the data warehouse data, quality and load status.
Information Management Roles for Training
  • Should be responsible for determining the training strategy and requirements;
  • Should create training materials; and
  • Should host training sessions for technical, support and end users.
Summary...

Information management is a discipline that governs accountability for the structure and design, storage, movement, security, quality, delivery and usage of information required for management and business intelligence purposes.

This site provided information management guidelines for information management roles and responsibilities and tasks and deliverables.