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Organizational Structure and Design

Improve roadmap planning process with David Bowman’s information management guidelines for
organizational structure and design assessment


This site is designed for Information Technology professionals who need to improve roadmap planning process and require guidance and direction to help teams consistently produce error free results.

It provides a checklist of information management guidelines for organizational assessment.

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



Organizational Assessment Process

Should determine what, if any, changes are required to ensure that organizational structure and design can support strategic recommendations by comparing the current situation with the following checklist of information management guidelines.

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 should be accountable for all aspects of the data warehouse organization.
Data Warehouse Project Management
  • Should manage data warehouse projects; and
  • Should have data warehouse specific skills.
Data Warehouse Solution Architect
  • Should have overall responsibility for the entire data warehouse solution;
  • Should provide technical/management direction to the data warehouse team to ensure the integrity of the data warehouse; and
  • Should have overall responsibility for the quality of all data architecture deliverables.
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.
Data Warehouse Data Modeling
  • Should develop application logical data models;
  • Should work with database administrators to create and maintain physical data model;
  • Should work with data analysts to understand data requirements; and
  • Should work with data integration developers to map sources to targets.
Data Analyst
  • Should be responsible for analyzing source data quality; and
  • Should develop source to target mapping documents, including data business transformation rules
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 occur 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; and
  • Should be dedicated to the data warehouse development project, as opposed to being part of a pool of online transaction processing database administrators.
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 have overall responsibility for the quality of all data integration 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 document 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; and
  • Should participate in code reviews with data architects, lead developers and other developers
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 responsible to the solution architect for the quality of all business intelligence deliverables.
Business Analyst
  • Should interface directly with business users to establish requirements;
  • Should specify information delivery requirements; and
  • Should participate in user acceptance testing.
Business Intelligence Developer
  • Should be accountable to the Business Intelligence Architect for the detailed design and development of business intelligence reporting and analytics components;
  • 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; and
  • Should respond to defects identified during testing.
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.
Quality Assurance Tester
  • Should be responsible for creating quality assurance test cases and test steps;
  • Should document all test results; and
  • Should identify test defects.
Defect Manager
  • Should track and report defects; and
  • Should communicate defect status.
Release Management
  • Should provide a single point of control to coordinate new hardware and software releases into the EDW environment; and
  • 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 releases are coordinated
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; and
  • Should plan the change back out the event of unexpected results.
Security and Administration   
  • Should provide a centralized function to administrator user ids, passwords, roles, etc; and
  • Should ensure that LDAP, or an equivalent standard, is used to manage a centralized directory of security and authorization information
Service Desk    
  • Should provide assistance to business end users in using analytic applications and accessing the business intelligence environment; and
  • Should ensure that end users do not get direct access to business intelligence developers without some form of triage through a service desk function.
BI Technical Services   
  • Should fix business intelligence incidents and problems that cannot be handled by the service desk; and
  • Should have trouble shooting skills combined with extensive business intelligence tool experience.
Data Integration Technical Services
  • Should fix data integration incidents and problems that cannot be handled by the service desk; and
  • Should have trouble shooting skills combined with extensive data integration tool experience.
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 defining, integrating, cleansing and synchronizing data from multiple sources;
  • Should monitor data quality and take corrective action when necessary; and
  • Should be responsible for intervening in, and facilitating the resolution of customer data management issues, such as conflicting data definitions, ownership, usage, etc.
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 a checklist of information management guidelines for organizational assessment.