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<channel>
	<title>Bob Lambert</title>
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	<link>http://robertlambert.net</link>
	<description>on business-aligned information technology</description>
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		<title>Use conceptual data modeling in requirements definition</title>
		<link>http://robertlambert.net/2010/07/use-conceptual-data-modeling-in-requirements-definition/</link>
		<comments>http://robertlambert.net/2010/07/use-conceptual-data-modeling-in-requirements-definition/#comments</comments>
		<pubDate>Fri, 16 Jul 2010 16:24:50 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[Analysis]]></category>
		<category><![CDATA[App Dev]]></category>
		<category><![CDATA[IT]]></category>
		<category><![CDATA[Project Management]]></category>
		<category><![CDATA[Business Analysis]]></category>
		<category><![CDATA[Data Modeling]]></category>
		<category><![CDATA[Database Design]]></category>
		<category><![CDATA[Requirements]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=979</guid>
		<description><![CDATA[I’ve often thought that conceptual data modeling was an underused tool in the arsenal available to requirements analysts, and in a recent conversation I found that many were surprised that it would be used in the requirements phase at all.  Checking the Business Analysis Body of Knowledge (BABOK) I found data modeling listed among the [...]]]></description>
			<content:encoded><![CDATA[<p>I’ve often thought that conceptual data modeling was an underused tool in the arsenal available to requirements analysts, and in a recent conversation I found that many were surprised that it would be used in the requirements phase at all.  Checking the <a title="The DMBOK" href="http://www.theiiba.org/AM/Template.cfm?Section=Body_of_Knowledge" target="_blank">Business Analysis Body of Knowledge</a> (BABOK) I found data modeling listed among the tools available to requirements analysts to “to describe the concepts relevant to a domain, the relationships between those concepts, and information associated with them.”  There’s also Steve Hoberman’s excellent book on the topic, <em><a title="Data Modeling for the Business" href="http://www.amazon.com/Data-Modeling-Business-Handbook-High-Level/dp/0977140075" target="_blank">Data Modeling for the Business</a></em>, an introduction to data modeling aimed at a business audience<em>.</em></p>
<p>Data modeling has long been one of my requirements analysis tools of choice for custom operational applications.  To me, using data modeling techniques in requirements analysis reduces errors by improving requirements completeness, consistency, and communication, and provides unique continuity between analysis and design.   As David Elliott told me in conversation, “development of a data model uncovers many opportunities for clarification of existing requirements, or uncovering of additional detail.  At the very least, it confirms to one’s business customer that the BSA understands and can graphically demonstrate many business rules and relationships.”</p>
<p>I’ll hasten to add a these caveats.  (1) Perhaps strangely, conceptual data modeling is not useful in the same way in requirements for informational systems like data warehouses and marts (I’ll save that discussion for another post).  (2) Requirements definition for commercial off-the-shelf (COTS) applications follows a different methodology in which data modeling might be less applicable.  (3) This post is <em>not</em> about database design, but rather about use of conceptual data modeling as a tool for organizing and validating requirements.</p>
<p><strong> </strong></p>
<p><strong>Conceptual vs. logical data modeling</strong></p>
<p>It is easy to see why in practice there are varying definitions of the different types of data models.  The Wikipedia entry on <a title="Data Modeling at Wikipedia" href="http://en.wikipedia.org/wiki/Data_modeling" target="_blank">data modeling</a> reflects the standard terminology based on the ANSI four-level database architecture, but features a confusing diagram that to me blurs the distinction between conceptual and logical models. The entries on <a title="Logical data modeling at Wikipedia" href="http://en.wikipedia.org/wiki/Logical_data_model" target="_blank">Logical Data Model</a> and <a title="Conceptual data modeling at Wikipedia" href="http://en.wikipedia.org/wiki/Conceptual_schema" target="_blank">Conceptual Data Model</a> make them sound like the same thing: implementation-independent representations of business data.  Then, the entry on <a title="Database design at Wikipedia" href="http://en.wikipedia.org/wiki/Database_design" target="_blank">Database Design</a> contradicts them by stating that the logical model “contains all the needed logical and physical design choices and physical storage parameters needed to … create a database.”</p>
<p>For this post I’ll follow the definitions offered in Simison and Witt’s <a title="Data Modeling Essentials" href="http://www.google.com/search?q=data+modeling+essentials&amp;rls=com.microsoft:en-us:IE-Address&amp;ie=UTF-8&amp;oe=UTF-8&amp;sourceid=ie7&amp;rlz=1I7HPNN_en" target="_blank"><em>Data Modeling Essentials</em></a>:</p>
<ul>
<li>Conceptual      data modeling identifies a set of data structures that will meet      requirements, focusing on business and not on technical or DBMS-specific      concerns</li>
<li>Subsequent      logical data modeling maps the conceptual model to structures supported by      the particular DBMS, finalizing the design in DBMS-appropriate constructs      but not yet optimizing for performance, which comes next in physical      modeling</li>
</ul>
<p><strong>Use of data modeling in requirements definition</strong></p>
<p>Conceptual data modeling is hardly an outlier technique in requirements definition:</p>
<ul>
<li>Perhaps in reaction to problems experienced by adopters of <a title="Structured techniques at Wikipedia" href="http://en.wikipedia.org/wiki/Structured_analysis" target="_blank">Structured techniques</a> in the 80s, data modeling was the cornerstone analytical technique in Clive Finkelstein’s and James Martin’s widely-adopted <a title="Information engineering at Wikipedia" href="http://en.wikipedia.org/wiki/Information_engineering" target="_blank">Information Engineering</a> methodology.</li>
<li> The BABOK includes class modeling, data modeling’s object-oriented cousin, in its chapter on data modeling.  Class modeling is a core technique of object-oriented analysis.</li>
<li>Scott Ambler’s <a title="Agile Modeling" href="http://www.agilemodeling.com/essays/initialRequirementsModeling.htm" target="_blank">Agile Modeling site</a> offers conceptual (or “slim”) data modeling as an option in the initial envisioning stage.</li>
<li>Informally searching requirements definition templates available on the web, I found that about a third recommend including conceptual data models.</li>
</ul>
<p><strong>Benefits of data modeling in requirements analysis</strong></p>
<p>The BABOK separates requirements gathering from requirements analysis, defining requirements analysis as an essential step to organize, prioritize, and validate elicited requirements. Elicited requirements are the business objectives of the system. The analysis step organizes those objectives in a way that both makes sense to the business and guides subsequent application design.  Conceptual data modeling in this stage helps ensure requirements completeness, consistency, and communications:</p>
<p><strong>Completeness:</strong> In my experience most requirements analysis is process-based, and the most common tool the “swim lane” activity diagram.  While such techniques are essential for understanding complex processes, they can miss requirements that aren’t directly involved in the process itself.  For example, a complex process might reference federal, state, and local tax rates by zip code.  Analysts who are heads-down in defining the process might neglect the need for at least annual refresh of the tax rate tables.  Data modelers thinking in terms of business objects and events and their life cycles would be less likely to miss that one.  This kind of review is formalized in the “CRUD Matrix” a table identifying which business activities create, read, update, or delete which business entities.</p>
<p><strong>Consistency:</strong> Another challenge with process-oriented techniques is, for large systems, the risk of inconsistency in definition of business objects and events.  For example, I worked on requirements definition of a specialized order processing system.  Separate sub-teams defined field and headquarters processes, and as a result there were incompatible definitions of critical concepts like “customer” and “order”.  Time pressures made it difficult for the two sub-teams to work together to make their work consistent.  A separate data modeling sub-team can provide a reference point for object and event definitions and promote consistency between separate process analysis teams (on COTS installations the product database itself serves as the reference data model for separate process definition teams).</p>
<p><strong>Communications: </strong>Data management professional Peter Carr recounted to me his experience as a consultant on a large project: “the Conceptual Diagram helped us think about all the current state situations, and broadly about the relationships between entities in the organization.  It helped us to ask questions of the business when they were looking to enhance or build new systems to solve business requirements.  Paraphrasing executive colleague Rich Hartt, “the enterprise data model is like a piece of art, it provides a picture into the business that offers new insight through its drawing and interpretation&#8217;.  He went on to tell the key business leaders that the enterprise data model will continually be changing, but that it helped them gain understanding of their business in a different way than written business rules”.</p>
<p>For relational database applications, data modeling applies the same conceptual tool throughout the development cycle.  A conceptual data model used to define the problem domain uses the same structure and symbols as a physical database design, although of course it uses fewer.  On the other hand, activity diagrams and data flow diagrams are fundamentally different in nature from the software that they describe.  In effect, process designers need to translate analysis artifacts into a different language.  Logical and physical data modelers use exactly the same language as the business analysts who complete the conceptual data model.</p>
<p>My colleague Grayson Gorman cites “<a title="Key reasons for project failure" href="http://blogs.captechconsulting.com/blog/grayson-gorman/key-reasons-project-failure" target="_blank">Poorly Defined / Missed Requirements</a>” as a key contributor to IT project failure.  In my view making data modeling a more prevalent part of requirements definition could help by improving requirements completeness, consistency, and communication with business participants, and promote a seamless transition from requirements to design.</p>
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		<title>Richmond Code Camp 2010.1: The Business End of Data Modeling</title>
		<link>http://robertlambert.net/2010/05/richmond-code-camp-2010-1-the-business-end-of-data-modeling/</link>
		<comments>http://robertlambert.net/2010/05/richmond-code-camp-2010-1-the-business-end-of-data-modeling/#comments</comments>
		<pubDate>Sat, 22 May 2010 12:23:38 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[IT]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=933</guid>
		<description><![CDATA[Thanks to all who attended my presentation at Richmond Code Camp 2010.1 on May 22.  Here&#8217;s a link to the PowerPoint presentation:  The Business End of Data Modeling (2.5m) The presentation was about what to expect before you start database design and what to do if you don&#8217;t get it. Software development  professionals apply technology solutions [...]]]></description>
			<content:encoded><![CDATA[<p>Thanks to all who attended my presentation at Richmond Code Camp 2010.1 on May 22.  Here&#8217;s a link to the PowerPoint presentation:  <a style="color: #1155aa; text-decoration: none;" href="http://robertlambert.net/wp-content/uploads/2010/04/BusinessEndOfDataModeling20100410.pps">The Business End of Data Modeling</a> (2.5m)</p>
<p>The presentation was about what to expect before you start database design and what to do if you don&#8217;t get it. Software development  professionals apply technology solutions to meet business needs. The problem is that sometimes we&#8217;re expected to meet business needs that aren&#8217;t well defined, or not defined at all. The presentation reviewed the requirements side of data modeling and how it prepares a developer to design and build the right solution. Then, it covered typical scenarios where critical business definition elements are missing and what the app dev professional can do make up for the missing requirements pieces and produce a successful result.</p>
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		<title>Thoughts on the Jazz Process</title>
		<link>http://robertlambert.net/2010/04/thoughts-on-the-jazz-process/</link>
		<comments>http://robertlambert.net/2010/04/thoughts-on-the-jazz-process/#comments</comments>
		<pubDate>Wed, 21 Apr 2010 21:56:54 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[App Dev]]></category>
		<category><![CDATA[IT]]></category>
		<category><![CDATA[Project Management]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=913</guid>
		<description><![CDATA[I always thought the analogy would be cheesy, but Adrian Cho&#8217;s &#8220;Jazz Process&#8221; is a carefully researched and well presented &#8220;framework for improving collaboration, innovation and agility inspired by the way in which jazz musicians deliver strong, innovative performances.&#8221;  Mr. Cho, with deep roots in both jazz and application development, presents a method for app dev [...]]]></description>
			<content:encoded><![CDATA[<p>I always thought the analogy would be cheesy, but <a title="Jazz Process site" href="http://www.jazzprocess.com/" target="_blank">Adrian Cho&#8217;s &#8220;Jazz Process&#8221;</a> is a carefully researched and well presented &#8220;framework for improving collaboration, innovation and agility inspired by the way in which jazz musicians deliver strong, innovative performances.&#8221;  Mr. Cho, with deep roots in both jazz and application development, presents a method for app dev teams to work together the way jazz musicians do to &#8220;deliver on-time, high-quality performances that will attract and retain customers and do it all in real-time under continuous scrutiny.&#8221;</p>
<p>To put cards on the table, while Mr. Cho is a dedicated dual-career professional who plays jazz at the highest level, I&#8217;m a dedicated IT professional who spends some evenings as a <a title="Super64: Cool Jazz for All Occasions" href="http://super64band.com">serious amateur</a> at local watering holes and private parties.  To me, Mr Cho really nails it.  He groups 14 principles into four categories on how teams can effectively work, collaborate, execute, and innovate together, bringing honed skills, &#8220;big ears&#8221;, trust, and commitment to deliver successful outcomes.</p>
<p>Does the Jazz Process work?  Only time will tell if it catches on in the business world, but from my experience the Jazz Process does describe how musicians work together.  The two concepts I particularly like are the<a title="Learn to execute before you innovate" href="http://www.jazzprocess.com/2010/03/learn-to-execute-before-you-inovate/" target="_blank"> importance of developing a technical base</a> and the <a title="The Jazz Process: Collaboration, Be humble. Always seek to improve." href="http://www.jazzprocess.com/2010/02/be-humble-always-seek-to-improve/" target="_blank">need for humility</a>.  Mr. Cho quotes Vijay Govindarajan, who wrote: <em>“The more humble you are, the more you know what you don’t know; you seek to learn” </em>- something <a title="John Coltrane" href="http://johncoltrane.com/" target="_blank">John Coltrane</a> might have said.</p>
<p>From the point of view of a jazz-playing IT guy, however, two important topics seem to be de-emphasized in the Jazz Process:</p>
<h3>Those who don&#8217;t know history don&#8217;t know how to repeat it</h3>
<p><strong></strong>Every jazz player I know is also a jazz historian, and knows that <a title="Body and Soul by Coleman Hawkins" href="http://www.google.com/url?q=http://popup.lala.com/popup/5116370677825930719&amp;ei=xU7PS9iNC5LENp6lzdoP&amp;sa=X&amp;oi=music_play_track&amp;resnum=3&amp;ct=result&amp;cd=2&amp;ved=0CBEQ0wQoAjAA&amp;usg=AFQjCNHlS5kvHGbY_1vEaNw4ajBsezNCUw" target="_blank">Coleman Hawkins&#8217; version of &#8220;Body and Soul&#8221;</a> is a landmark of harmonic improvisation, and if they heard <a title="Pentangle, I've Got a Feeling" href="http://www.youtube.com/watch?v=ssuORKxPHG4" target="_blank">Pentangle&#8217;s song &#8220;I&#8217;ve Got a Feeling&#8221;</a> they would know it as <a title="All Blues by Miles Davis" href="http://www.youtube.com/watch?v=vFTp2O0ywyw" target="_blank">Mile&#8217;s Davis&#8217;s &#8220;All Blues.&#8221;</a> An accomplished jazz improviser might weave into a solo phrasing or melodic fragments borrowed from jazz greats of the past, which jazz <em>aficionados </em>would recognize and applaud.</p>
<p>How many application developers know that during the early &#8217;70s Larry Constantine first conceived the concepts basic to Object Oriented design, and how many know the (perhaps apocryphal) story that he borrowed them from the social sciences?  How many know about <a title="Dijkstra's page on Wikipedia" href="http://en.wikipedia.org/wiki/Edsger_Dijkstra#Writings_by_E.W._Dijkstra" target="_blank">Edsger Dijkstra&#8217;s</a> landmark article called &#8220;Go To Statement Considered Harmful&#8221;?</p>
<p>If I&#8217;ve stumped you, don&#8217;t worry, you could probably stump me just as easily.  The point is that, unlike jazz musicians, we in app development have a culture that tends not to respect and build upon the past.  As we gain new tools and methods we seem to discard the old ones (does anyone remember <a title="Warnier/Orr Diagrams" href="http://en.wikipedia.org/wiki/Warnier/Orr_diagram" target="_blank">Warnier-Orr diagrams?</a>), and we often forget the hard-won lessons of the past (how many process analysis and redesign projects skip <a title="Anne Marie Smith, Business Processes and Logical Process Modeling - An Overview" href="http://www.tdan.com/view-articles/4854/" target="_blank">logical modeling</a>, causing the new process to retain unnecessary steps related to old systems?)</p>
<h3><strong>Play it for the people</strong></h3>
<p>In a very real and direct way, the audience is a huge part of any musical performance.  The jazz player is not only aware of the style needed for the gig (background, dance, concert, etc) but also of the &#8220;feeling in the room&#8221;.  There&#8217;s a <em><a style="color: #1155aa; text-decoration: none;" title="Gestalt Psychology" href="http://en.wikipedia.org/wiki/Gestalt_psychology" target="_blank">gestalt</a> </em>in the performance space that is difficult to explain but very apparent to a musician.  Jazz musicians not only constantly listen and  interact with each other, but also constantly feel and feed the vibe in the room.</p>
<p>Similarly, excellent development teams are constantly aware of and constantly cultivate good feeling in their organizational community.  I was fortunate enough to be involved in a development effort where key business people we were building the application for worked overtime so they could be involved as testers, in part because the system was critical to their process but also because it was a really dedicated and energized group.</p>
<p style="text-align: center;">&#8211;</p>
<p style="text-align: left; "><a title="The Jazz Process: Collaboration, Innovation, and Agility (Paperback)" href="http://www.amazon.com/exec/obidos/ASIN/0321636457/adrcho-20/" target="_blank">Mr. Cho&#8217;s book</a> is not yet available at the time of this writing, but there&#8217;s a wealth of information at <a title="Jazz Process site" href="http://www.jazzprocess.com/" target="_blank">www.jazzprocess.com</a>.  I&#8217;ll look forward to learning more and applying this method at work.</p>
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		<title>SQL Saturday #30, Richmond Virginia, April 10, 2010</title>
		<link>http://robertlambert.net/2010/04/sql-saturday-30-richmond-virginia-april-10-2010/</link>
		<comments>http://robertlambert.net/2010/04/sql-saturday-30-richmond-virginia-april-10-2010/#comments</comments>
		<pubDate>Fri, 09 Apr 2010 16:44:06 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[IT]]></category>
		<category><![CDATA[Business Analysis]]></category>
		<category><![CDATA[Data Management]]></category>
		<category><![CDATA[Data Modeling]]></category>
		<category><![CDATA[Database Design]]></category>
		<category><![CDATA[Requirements]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=900</guid>
		<description><![CDATA[Thanks to all who attended my presentations at SQL Saturday on April 10.  Here are the materials from my two presentations: - The Business End of Data Modeling (2.5m powerpoint presentation) - Normalize Metadata For Data Integration Analysis (5.5m full version, zip including presentation and code samples) - Normalize Metadata For Data Integration Analysis (small) [...]]]></description>
			<content:encoded><![CDATA[<p>Thanks to all who attended my presentations at SQL Saturday on April 10.  Here are the materials from my two presentations:</p>
<p>- <a href="http://robertlambert.net/wp-content/uploads/2010/04/BusinessEndOfDataModeling20100410.pps">The Business End of Data Modeling</a> (2.5m powerpoint presentation)</p>
<p>- <a href="http://robertlambert.net/wp-content/uploads/2010/04/NormalizeMetadataForDataIntegrationAnalysis.zip">Normalize Metadata For Data Integration Analysis</a> (5.5m full version, zip including presentation and code samples)</p>
<p>- <a href="http://robertlambert.net/wp-content/uploads/2010/04/NormalizeMetadataForDataIntegrationAnalysissmall.zip">Normalize Metadata For Data Integration Analysis (small)</a> (2m reduced size version, graphics removed from ppt file)</p>
<p>Here are some quick notes for those looking to run the Metadata prototype:</p>
<p>The prototype metadata database includes SQL Server 2008 data definition language and data manipulation language (DDL and DML) needed to create the database and populate it with tables and columns from Microsoft’s AdventureWorksDW sample database. It also includes a sample requirements spreadsheet and source-to-target map, and SSIS jobs to load the spreadsheets to corresponding metadata tables. These define fictional requirements and mappings to populate the AdventureWorksDW FACTInternetSales table from tables in the AdventureWorks sample database.</p>
<p>AdventureWorks and AdventureWorksDW are available here: <a title="AdventureWorks DB and DW downloads" href="http://msftdbprodsamples.codeplex.com/Wikipage" target="_blank">http://msftdbprodsamples.codeplex.com/Wikipage</a> (accessed 4/14/2010)</p>
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		<title>Business requirements up front</title>
		<link>http://robertlambert.net/2010/03/plan-decide-ac/</link>
		<comments>http://robertlambert.net/2010/03/plan-decide-ac/#comments</comments>
		<pubDate>Wed, 31 Mar 2010 20:38:03 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[IT]]></category>
		<category><![CDATA[Alignment]]></category>
		<category><![CDATA[Business Analysis]]></category>
		<category><![CDATA[Business Case]]></category>
		<category><![CDATA[Project Management]]></category>
		<category><![CDATA[Requirements]]></category>
		<category><![CDATA[Strategy]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=866</guid>
		<description><![CDATA[&#8220;Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.&#8221; &#8211; Pablo Picasso It is an old story: about 30% of IT application projects succeed, 45% are &#8220;challenged,&#8221; and the other quarter fail [...]]]></description>
			<content:encoded><![CDATA[<p style="padding-left: 30px;"><em>&#8220;Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.&#8221; &#8211; Pablo Picasso<br />
</em></p>
<p>It is an old story: about 30% of IT application projects succeed, 45% are &#8220;challenged,&#8221; and the other quarter fail altogether.   That&#8217;s the consistent result over the years of the Standish Group Study of Project Outcomes.  Jorge Dominguez, <a title="The Curious Case of the CHAOS Report 2009" href="http://www.projectsmart.co.uk/the-curious-case-of-the-chaos-report-2009.html" target="_blank">here</a>, displays a chart of the remarkably similar results since 1994.  Not a pretty picture, right?  Some question the validity of the Standish studies, but Scott Ambler parallels the Standish story in a recent Dr Dobbs column called &#8220;<a title="Lies, Great Lies, and Software Development Project Plans" href="http://www.drdobbs.com/architecture-and-design/218700176;jsessionid=LGGO4SWIVFMNZQE1GHPSKH4ATMY32JVN" target="_blank">Lies, Great Lies, and Software Development Project Plans</a>,&#8221; which itemizes the strategies commonly used by IT project managers to &#8220;stay out of trouble&#8221; when schedule/budget results don&#8217;t match initial estimates.  For example, &#8220;18% change the original schedule to reflect the actual results&#8221;.</p>
<p>The frequent reaction to stats like these is to scapegoat the IT folks by finding fault with their tools, processes, or skills.  If we just had a more efficient methodology, or a slick development suite, or a more highly skilled team, or a better project process, were more agile, or whatever, then application projects would be on time, resulting systems would be faultless, and we could drive down outrageous IT costs.</p>
<p>Mr. Ambler plays out the IT perspective in <a title="Estimating on Agile Projects" href="http://www.drdobbs.com/architecture-and-design/223100694;jsessionid=YY1DVF1KVSAFVQE1GHPSKH4ATMY32JVN?cid=RSSfeed_DDJ_All" target="_blank">this column</a> about Agile  project estimation.  Here&#8217;s how I paraphrase the gist of his logic: you can&#8217;t accurately estimate early on due to normal uncertainty of high level requirements; you <em>will</em> get new requirements that <em>will</em> expand scope.  If you offer a range of predicted outcomes, management will hold you to the most optimistic, which will turn out to be a gross underestimate. Your best strategy is to use an accurate estimation method (net or average velocity, described in the article), and be straight with management even if they &#8220;don&#8217;t like what they are hearing&#8221;.</p>
<p>Based on my experience that sequence of events can be distressingly true to life.  But I&#8217;ve been on the other kind of IT project as well, the kind that ends on time, stays on budget, and satisfies the business. The scope of Mr. Ambler&#8217;s article doesn&#8217;t include asking <em>why</em> the requirements are changing so drastically, but if it had, maybe he would have asked questions like these:</p>
<ul>
<li>Does the business unit involved have defined objectives and processes?</li>
<li>Are strategic and tactical business objectives of the project defined, and do they support the business unit&#8217;s objectives?</li>
<li>Are the critical business success factors of the project defined?</li>
<li>Does the new project change business processes and if so have the new ones been defined yet?</li>
<li>Are there documented business requirements and a process for evaluating/approving changes?</li>
</ul>
<p>Based on what I&#8217;ve seen requirements shifts that nearly double the cost of an IT project, like the ones Mr. Ambler describes, result from inadequate business definition and business requirements analysis.  Of course it is true that the &#8220;initial high-level requirements and architecture envisioning&#8221; early in a typical project only enables an estimate &#8220;in the +/- 30% range&#8221;.  But effective requirements and architecture definition, when based on effective business definition, can enable a much closer estimate.  Further, it is possible to accurately estimate how long it will take to provide the more accurate estimate.</p>
<p>In some cases the business definition prerequisites clearly don&#8217;t yet exist at the outset of an application development effort.  One thing I&#8217;ve seen work in such cases is to divide the project into two separate projects: one to closely define the effort, and if needed make up for any lacking business definition, and another to build, test, and install the application. In between the two phases management will have the opportunity to review the costs/benefits of the project and evaluate whether to continue or not.  <a title="Big project coming up? Learn to  two-step." href="../2009/03/big-project-two-step/" target="_blank">This post</a> describes one project that successfully used that strategy.</p>
<p>Please don&#8217;t read this as repudiation of Agile methods and advocation of &#8220;big requirements up front&#8221;.  Agile methods work well whether or not business prerequisites are defined, but they <em>seem</em> not to work well when (1) the project&#8217;s goals shift with evolving business definition and (2) the plan and budget aren&#8217;t adjusted accordingly.</p>
<p>Business definition, completed as part of a discrete requirements phase, that leads to a management decision to continue or not, gives the team the opportunity to build on a solid business foundation.  It also gives management a reasonable estimate and a chance to bail if the project isn&#8217;t worth it.</p>
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		<title>We like databases</title>
		<link>http://robertlambert.net/2010/03/we-like-databases/</link>
		<comments>http://robertlambert.net/2010/03/we-like-databases/#comments</comments>
		<pubDate>Thu, 25 Mar 2010 12:48:12 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[IT]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=893</guid>
		<description><![CDATA[I was preparing a presentation about databases and thought of a Dilbert strip I&#8217;d seen years ago.  Easily distracted, I searched for it.  I didn&#8217;t find the strip itself, but here&#8217;s the transcript I found: Boss: I just got our consultant report and he has identified our biggest problem Wally: I recommend that we build [...]]]></description>
			<content:encoded><![CDATA[<p>I was preparing a presentation about databases and thought of a <a title="Dilbert" href="http://www.dilbert.com/" target="_blank">Dilbert</a> strip I&#8217;d seen years ago.  Easily distracted, I searched for it.  I didn&#8217;t find the strip itself, but here&#8217;s the transcript <a title="Steven Chen's blog" href="http://stevenchencloud.spaces.live.com/blog/cns!98FC7431F7C350EE!151.trak" target="_blank">I found</a>:</p>
<p style="padding-left: 30px;">Boss: I just got our consultant report and he has identified our biggest problem</p>
<p style="padding-left: 30px;">Wally: I recommend that we build a tracking database</p>
<p style="padding-left: 30px;">Dilbert: We can put it on the network</p>
<p style="padding-left: 30px;">Boss: Would you like to hear what the problem is first?</p>
<p style="padding-left: 30px;">Wally: I hate to dwell on the negative</p>
<p style="padding-left: 30px;">Dilbert: We like databases</p>
<p style="padding-left: 30px;">Boss: You haven&#8217;t heard what the problem is yet, how could you recommend building a database to resolve it?</p>
<p style="padding-left: 30px;">Wally: We always build a database</p>
<p style="padding-left: 30px;">Dilbert: And we will need coffee mugs for the project team.</p>
<p style="padding-left: 30px;">Boss: The problem is that we have poor process</p>
<p style="padding-left: 30px;">Wally: That could be the slogan on our mugs.</p>
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		<title>The Grateful Dead as strategic managers</title>
		<link>http://robertlambert.net/2010/02/the-grateful-dead-as-strategic-managers/</link>
		<comments>http://robertlambert.net/2010/02/the-grateful-dead-as-strategic-managers/#comments</comments>
		<pubDate>Wed, 24 Feb 2010 21:21:16 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[Business]]></category>
		<category><![CDATA[Leading & Following]]></category>
		<category><![CDATA[Strategy]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=831</guid>
		<description><![CDATA[The March 2010 issue of The Atlantic features an article called &#8220;Management Secrets of the Grateful Dead.&#8221; It&#8217;s a great read, especially the second half, which tells of the band&#8217;s innovations in organization, fan loyalty, and, perhaps counterintuitively, creating value by freely giving away their product. The success of these measures seems self evident: the [...]]]></description>
			<content:encoded><![CDATA[<p>The March 2010 issue of The Atlantic features an article called &#8220;<a title="Management Secrets of the Grateful Dead" href="http://www.theatlantic.com/doc/201003/grateful-dead-archives" target="_blank">Management Secrets of the Grateful Dead</a>.&#8221; It&#8217;s a great read, especially the second half, which tells of the band&#8217;s innovations in organization, fan loyalty, and, perhaps counterintuitively, creating value by freely giving away their product.  The success of these measures seems self evident: the Dead were &#8220;one of the most profitable bands of all time&#8221; and almost singlehandedly created an entire product category, jam bands.  As a result, the article recounts, the Dead are replacing companies like Southwest Airlines and GE as management training examples of strategic innovators.</p>
<p>As good as it is, to me the article conjured an unlikely vision of the Dead as business men in hippie drag self-consciously making strategy decisions that altered the marketing landscape. I agree that the Dead took the actions cited on purpose, but I believe core product, not marketing strategy, consumed the band&#8217;s energies during its formative and peak years.   Could it be that their innovative market strategies grew organically from a quality product, where quality included the entire fan experience?</p>
<p>I hope those teaching Grateful Dead management include this:</p>
<ul>
<li>Develop and maintain a strong product</li>
<li>Risk everything to make the product top quality</li>
<li>Perfect every detail of the customers&#8217; experience</li>
</ul>
<h3><strong>Develop and maintain a strong product</strong></h3>
<p>Given their image, it is easy for non-fans to lose sight of the fact that the Dead were good at what they did.  While one could argue aimlessly about <em>how</em> good they were, they certainly didn&#8217;t suffer the unevenness of musicality of some rock &#8216;n&#8217; roll bands, and they proved it live most days of any given year.  <a title="Searching for the Sound: My Life with the Grateful Dead" href="http://www.amazon.com/Searching-Sound-Life-Grateful-Dead/dp/0316009989" target="_blank">Phil Lesh&#8217;s memoir</a> recalls the words of Dizzy Gillespie, passing by an outdoor concert in the late &#8217;60s: &#8220;Those cats can swing!&#8221;  Lesh himself was a student of jazz and then <em>avant garde </em>composers like <a title="Karlheinz Stockhausen" href="http://en.wikipedia.org/wiki/Stockhausen" target="_blank">Stockhausen </a>before joining the Warlocks, as they were first named.  Mickey Hart was and remains a student of primitive percussion. According to Lesh, Jerry Garcia learned to play the pedal steel guitar in a matter of weeks, quite an accomplishment for an instrument that requires both hands, both feet, and knees to control.</p>
<p>They applied these skills in a joyous, educated, and well-crafted way that reflected musical practice, discipline, and breadth, gluing songs of separate genres together with rocking transitions that frequently dissolved into organic free jams, only to come back together somewhere entirely unexpected.  Even beyond their widely varying originals, their diverse covers were an encyclopedia of mid-twentieth century folk/pop, including <a title="Women are Smarter" href="http://www.dead.net/features/october-5-october-11-2009" target="_blank">Harry Belafonte</a>, <a title="Momma Tried" href="http://www.youtube.com/watch?v=-eYnn6TufdU" target="_blank">Merle Haggard</a>, <a title="Not Fade Away" href="http://www.youtube.com/watch?v=S7sNSduf7Gc" target="_blank">Buddy Holly</a>, <a title="El Paso" href="http://www.youtube.com/watch?v=Z3z-SK-1ukg" target="_blank">Marty Robbins</a>, and many others.</p>
<h3>Risk everything for top quality</h3>
<p>Early on the members of the Grateful Dead were steadily less satisfied with the quality of the then-prevailing live sound technology.  Their dissatisfaction peaked in the early seventies, when, <a title=" Dan Healy: Sound mix master for the Grateful Dead" href="http://www.marinij.com/lifestyles/ci_7363416" target="_blank">according to soundman Dan Healy</a>, they sunk &#8220;90 percent of their total earnings&#8221; toward building a sound system so that their faithful could &#8220;go to the show and hear the heavenly choir, so to speak, through the heavenly sound system.&#8221;  Their sacrifice to quality was such that &#8220;there were times when we spent the money on speakers and nobody got paychecks, from Jerry on down.&#8221;</p>
<p>The dream emerged as the <a title="Wall of Sound (Grateful Dead)" href="http://en.wikipedia.org/wiki/Wall_of_Sound_(Grateful_Dead)" target="_blank">Wall of Sound</a>, a behemoth sound system that &#8220;took four semi-trailer trucks and more than 20 crew members to haul and set up.&#8221; While the wall of sound itself became too costly to lug around with the fuel crisis of the mid seventies, the Dead retained top notch sound quality after its demise, and its technical innovation remains with us today.  For example, the wall of sound introduced the practice of mic-ing each instrument separately, enabling the sound engineer to deliver a live show with the balance of a recording &#8211; standard practice today but revolutionary at the time.</p>
<h3>Perfect every detail of the customer&#8217;s experience</h3>
<p>The Grateful Dead were central to the Haight-Ashbury hippie scene in the sixties, a culture that embraced &#8220;Eastern philosophy, championed sexual liberation, promoted the use of psychedelic drugs which they felt expanded one&#8217;s consciousness, [and] used alternative arts, street theatre, folk music, and psychedelic rock as a part of their lifestyle and as a way of expressing their feelings.&#8221; (<a title="Hippies at Wikipedia" href="http://en.wikipedia.org/wiki/Hippie" target="_blank">here</a>)  Hippie culture came together in &#8220;happenings&#8221;, free form gatherings &#8220;during which music, psychedelic experimentation, a unique sense of personal style and &#8230; light shows combined to create a new sense of community&#8221;.   The focus of the happening was on the totality of the experience, bringing all elements together to join the participants and spectators (in as much as there was such a distinction) into a single mind.</p>
<p>As freaky as all this sounds, the happening&#8217;s focus on the shared <em><a title="Gestalt Psychology" href="http://en.wikipedia.org/wiki/Gestalt_psychology" target="_blank">gestalt</a> </em> surely fostered the Grateful Dead&#8217;s attention to audience experience.  I saw the Dead only once, but it was an outstanding show. Every detail seemed to have been choreographed for the experience of the listener.  The sound was big but not loud and every nuance was clearly audible. Stage and house lighting were perfect. Security was ubiquitous, proactive, and polite.  No detail interfered with band/audience community. Needless to say the Dead rocked the house.</p>
<p style="text-align: center;">&#8212;</p>
<p>Sadly, it couldn&#8217;t last forever.  <a title="Reviewer at Amazon.com" href="http://www.amazon.com/gp/pdp/profile/A1C4PZDQ84I9MA/ref=cm_cr_dp_pdp" target="_blank">A reviewer</a> of Lesh&#8217;s book recounts the decline that started during the late eighties as drug-related health problems, constant touring, the changing nature of their fan base, and the sheer weight of their growing organization bore down on the band. It seems every long, strange, trip has its long strange decline &#8211; and perhaps there are management secrets there as well.</p>
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		<title>Groupthink and the Agile Architect</title>
		<link>http://robertlambert.net/2010/02/groupthink-and-the-agile-architect/</link>
		<comments>http://robertlambert.net/2010/02/groupthink-and-the-agile-architect/#comments</comments>
		<pubDate>Mon, 15 Feb 2010 15:26:47 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[IT]]></category>
		<category><![CDATA[Project Management]]></category>
		<category><![CDATA[Architecture]]></category>
		<category><![CDATA[CapTech]]></category>
		<category><![CDATA[Leading & Following]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=734</guid>
		<description><![CDATA[Need uber-guru types who are willing to challenge the existing groupthink on design and architecture, especially on TDD and emergent design and pair programming anti-pattern&#8221; &#8211; job post at Monster.com 2/9/2010 I stumbled upon that quote following links on the role of the architect on an agile project. Maybe one important role of the architect [...]]]></description>
			<content:encoded><![CDATA[<p style="TEXT-ALIGN: center; PADDING-LEFT: 30px"><em>Need uber-guru types who are willing to challenge the existing groupthink on design and architecture, especially on TDD and emergent design and pair programming anti-pattern&#8221; &#8211; </em><a title="job post at Monster.com" href="http://jobview.monster.com/JAVA-J2EE-Developer-HIBERNATE-SPRING-Job-Atlanta-GA-US-85898854.aspx" target="_blank">job post at Monster.com</a> 2/9/2010</p>
<p>I stumbled upon that quote following links on the role of the architect on an agile project. Maybe one important role of the architect is to help the team avoid groupthink.</p>
<p>Groupthink is a situation where a team&#8217;s decision process breaks down and the team reaches decisions that aren&#8217;t fully vetted and evaluated.  Both Watergate and the Bay of Pigs fiasco are cited as examples (<a title="What is Groupthink?" href="http://www.psysr.org/about/pubs_resources/groupthink%20overview.htm" target="_blank">here</a>).  I&#8217;ve seen groupthink operate on IT projects, and to me the agile method&#8217;s effectiveness in enabling groups to work together means agile projects are particularly susceptible.</p>
<p>This post reviews groupthink then discusses how the architect on an agile project might help prevent it.</p>
<h2>Groupthink</p>
<table style="margin-left:1.4em;" border="0" align="right">
<tbody>
<tr>
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</h2>
<p>From the <a title="Wikipedia article on groupthink" href="http://en.wikipedia.org/wiki/Groupthink">Wikipedia article on groupthink</a>, &#8220;groupthink is a type of thought exhibited by group members who try to minimize conflict and reach consensus without critically testing, analyzing, and evaluating ideas. Individual creativity, uniqueness, and independent thinking are lost in the pursuit of group cohesiveness. During groupthink, members of the group avoid promoting viewpoints outside the comfort zone of consensus thinking&#8230;Highly cohesive groups are much more likely to engage in groupthink, because their cohesiveness often correlates with unspoken understanding and the ability to work together with minimal explanations.&#8221;</p>
<p>In my experience risk of groupthink can manifest in several ways on IT projects:</p>
<ul>
<li><strong>Not Invented Here: </strong>Successful teams that work through conflict can settle into a shared culture that resists new ideas from outside the team.</li>
<li><strong>The Know It All: </strong>Less successfully integrated teams can be dominated by a single strong-willed individual, and can habitually avoid conflict by accepting without question the ideas of that one dominant team member.</li>
<li><strong><a title="The Abilene Paradox: The Management of Agreement" href="http://www.xecu.net/schaller/management/abilene.pdf" target="_blank">The Abilene Paradox</a>: </strong>Team members sometimes collectively decide on a course of action that no one on the team likes, when each member actually disagrees with the decision but mistakenly believes that their own preferences are counter to the group&#8217;s.</li>
</ul>
<h2>The Agile Architect</h2>
<p>According to the Psychologists for Social Responsibility, the <a title="What is Groupthink?" href="http://www.psysr.org/about/pubs_resources/groupthink%20overview.htm" target="_blank">standard remedies for groupthink</a> include this: &#8220;At least one articulate and knowledgeable member should be given the role of devil&#8217;s advocate (to question assumptions and plans)&#8221;. Of course the architect is an integral part of the overall project, but the skilled practitioner participates with the Agile team while maintaining separateness in order to remain a source of ideas from outside the team, and therefore provide a counterweight to groupthink by recognizing it and taking measures to prevent it.  Andrew Johnston&#8217;s site <a title="Agile Architect" href="http://agilearchitect.org" target="_blank">agilearchitect.org </a>describes some of the ways the architect is in but not totally of the team (<a title="The Role of the Agile Architect" href="http://www.agilearchitect.org/agile/role.htm" target="_blank">here</a>). Among the architect&#8217;s responsibilities, he or she:</p>
<ul>
<li>Ensures &#8220;the delivered system is consistent with the agreed architecture, and will meet the requirements&#8221;</li>
<li>&#8220;Is frequently an evangelist for new or different technologies, processes or solutions&#8221;</li>
<li>&#8220;Acts as a bridge between developers, managers and other communities, and spends much of his time translating and mediating between them&#8221;</li>
<li>&#8220;Recognizes the wide range of stakeholders, and their needs and concerns.&#8221;</li>
</ul>
<p>While core agile team members are immersed in the scope and design that defines the current sprint, the architect retains a larger perspective that encompasses alternative designs, emerging technologies, business fit, stakeholder concerns, and more. The architect is therefore uniquely positioned to recognize groupthink effects on the team&#8217;s technical activities. Here are two examples of how that works on agile projects:</p>
<ul>
<li><strong>Estimations and retrospectives: </strong>Mark Needham, <a title="The Wisdom of Crowds and groupthink in Agile Software Development" href="http://www.markhneedham.com/blog/2008/09/03/the-wisdom-of-crowds-and-groupthink-in-agile-software-development/" target="_blank">in this post</a>, cites risk of groupthink in agile estimation sessions and retrospectives.  The architect can address both of these risks. In estimation, the architect brings the diverse perspective that Mr. Needham says is important when team members estimate incorrectly due to incorrect team-shared assumptions. In retrospectives, the architect can be the one to increase the &#8220;safety&#8221; of different perspectives by raising or encouraging others to raise &#8220;things that have gone well, not gone well, and things that are confusing&#8221;.</li>
<li><strong>Work product reviews: </strong>I&#8217;m an advocate of code walkthroughs and design reviews, and making them explicit sprint tasks. The team can set aside an hour or two a week to review one or two representative work products in order to share ideas, ensure quality, and uncover overlooked errors or opportunities. In this forum the architect has the opportunity to reinforce quality work that is aligned with the requriements and architecture, or supportively correct deficiencies.</li>
</ul>
<p>Of course there are risks:</p>
<ul>
<li><strong>The architect shouldn&#8217;t be the know it all: </strong>In some cases the architect can be the strong-willed individual who stifles creativity and causes the team to avoid conflict.  Strong teamwork and interpersonal skills are core to the agile method, and those who staff the project must include those skills in selection and evaluation of the architect.</li>
<li><strong>Keep the architect different: </strong>If the architect is a core member of the team, he or she can become integrated into the group and therefore part of a groupthink dynamic.  For this reason, I advocate architects being assigned part-time to agile efforts. Otherwise, the architect risks becoming the extra developer, as near term sprint tasks expand to fill the available team bandwidth.  Consider sharing the architect among two or three projects, or assigning him or her responsibility for technical strategy and planning.</li>
</ul>
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		<title>SQL Saturday Richmond, coming Saturday 1/30</title>
		<link>http://robertlambert.net/2010/01/sql-saturday-richmond-coming-saturday-130/</link>
		<comments>http://robertlambert.net/2010/01/sql-saturday-richmond-coming-saturday-130/#comments</comments>
		<pubDate>Mon, 18 Jan 2010 02:40:47 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[IT]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=722</guid>
		<description><![CDATA[Update 1/28/2010: Saturday&#8217;s event postponed to April 10 due to threat of inclement weather I just received this from the SQL Saturday crew: &#8220;We regret to inform you we&#8217;re postponing SQL Saturday #30 until 10 April 2010 due to the weather forecast for Friday and Saturday in Richmond VA.  We contacted the Hilton Garden Inn [...]]]></description>
			<content:encoded><![CDATA[<p><strong>Update 1/28/2010: Saturday&#8217;s event postponed to April 10 due to threat of inclement weather</strong></p>
<p>I just received this from the SQL Saturday crew: &#8220;We regret to inform you we&#8217;re postponing SQL Saturday #30 until 10 April 2010 due to the weather forecast for Friday and Saturday in Richmond VA.  We contacted the Hilton Garden Inn at 804-521-2900 to discuss reservations, but you will need to contact them about your reservation individually. (Apologies &#8211; we tried!)</p>
<p>&#8220;If you know you will not be able to make the new date, please cancel your registration on the SQLSaturday website.&#8221;</p>
<p><strong>&#8212;&#8212;</strong> </p>
<p>On Saturday 1/30 the local SQL Server community will host an event surely of interest to anyone in the Central Virginia who works with SQL Server databases.  Review the program and sign up here: <a title="SQL Saturday Richmond Va Saturday 1/30" href="http://www.sqlsaturday.com/eventhome.aspx?eventid=34" target="_blank">http://www.sqlsaturday.com/eventhome.aspx?eventid=34</a>.  I&#8217;ll be hosting two sessions, &#8220;The Business End of Data Modeling&#8221; and &#8220;Normalize Metadata for Data Integration Analysis.&#8221;  After those two morning presentations I&#8217;ll look forward to seeing many of the other presentations.  I&#8217;ll see you there, and watch this space for future posts on both topics.</p>
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		<title>On DW federation, whac-a-mole, and integrating business data</title>
		<link>http://robertlambert.net/2010/01/on-dw-federation-whac-a-mole-integrating-business-data/</link>
		<comments>http://robertlambert.net/2010/01/on-dw-federation-whac-a-mole-integrating-business-data/#comments</comments>
		<pubDate>Sat, 02 Jan 2010 17:39:10 +0000</pubDate>
		<dc:creator>Bob</dc:creator>
				<category><![CDATA[Data Management]]></category>
		<category><![CDATA[IT]]></category>
		<category><![CDATA[Alignment]]></category>
		<category><![CDATA[Architecture]]></category>
		<category><![CDATA[CapTech]]></category>
		<category><![CDATA[Data Quality]]></category>

		<guid isPermaLink="false">http://robertlambert.net/?p=691</guid>
		<description><![CDATA[Information Management recently sent around their pick of best IM blog articles of 2009.  Among them was Forrester’s James Kobelius’s reaction to Bill Inmon’s “incineration of a straw man concept that he refers to as ‘virtual data warehousing (DW).’”  According to Mr. Inmon, virtual data warehousing reminds him of the carnival game called whac-a-mole.  He [...]]]></description>
			<content:encoded><![CDATA[<p><a title="Information Management" href="http://www.information-management.com/" target="_blank">Information Management</a> recently sent around their pick of best IM blog articles of 2009.  Among them  was <a title="Inmon’s Vitriolic Slap At “Virtual Data Warehousing” Does Not Withstand Scrutiny - James Kobelius" href="http://www.information-management.com/blogs/inmon_kobielus_virtual_data_warehousing_challenge-10015212-1.html?ET=informationmgmt:e1275:1038858a:&amp;st=email" target="_blank">Forrester’s  James Kobelius’s reaction</a> to Bill Inmon’s “incineration of a straw man  concept that he refers to as ‘virtual data warehousing (DW).’”  <a title="The Elusive Virtual Data Warehouse - Bill Inmon" href="http://www.b-eye-network.com/view/9956/" target="_blank"></a></p>
<p><a title="The Elusive Virtual Data Warehouse - Bill Inmon" href="http://www.b-eye-network.com/view/9956/" target="_blank">According to Mr. Inmon</a>,  virtual data warehousing reminds him of the carnival game called <a title="Whac-a-mole at wikipedia" href="http://en.wikipedia.org/wiki/Whac-A-Mole" target="_blank">whac-a-mole</a>.  He says  “just when you think this incredibly inane idea has died and just when someone  has delivered what should have been a deathly blow, out it pops again from  another hole.” There’s just a very informal definition of virtual DW in Mr.  Inmon’s post (remember, he says he’s whacked this mole before), but, as I  interpret, he’s talking about a system built after a decision to avoid all the  expense of building a data warehouse by just having a query engine that pulls  the data from wherever it lives. Mr. Inmon argues that a query accessing diverse  databases would leave data integration to the user, and there’s no guarantee  that two users would integrate data the same way.  He cites virtual database  query inefficiency risks and, on the assumption that the query is trolling  operations focused databases, says that source data would be “tuned” to  operational rather than informational specifications for history retention and  completeness.</p>
<p>Mr. Inmon’s ideas drew quick reaction from Mr. Kobelius and <a title=" Time to Rexamine the &quot;Virtual&quot; Data Warehouse" href="http://www.b-eye-network.com/blogs/raden/archives/federated_data_warehouse/" target="_blank">Neil  Raden</a>.  Each in his own measured way stresses that integration can be  compatible with distributed architectures, and that there is a DW solution  architected for efficiency that includes effective data integration from diverse  sources: the Federated Data Warehouse.</p>
<p>Experience and emerging tools reinforce their point.  According to a colleague at CapTech, for smaller organizations &#8220;you can deal with this issue using a BI tool with a metadata layer that has joins predefined: the data integration is done by the BI metadata modeler.&#8221;  Another CapTech&#8217;er cites mashup as a potential quick and dirty approach.  Check out &#8220;7 Mashups Every Company Needs&#8221; <a title="7 Mashups Every Company Needs" href="http://www.jackbe.com/mashups/7mashups.php" target="_blank">here</a>.</p>
<p>A  well-architected federated warehouse certainly can integrate and deliver data,  maintain history, and enable a “single version of the truth”, perhaps in a more  timely manner than a “traditional” DW architecture.  On this question the devil  is in the specifics of the situation.  It is difficult to argue  one way or another out of the context of a real project in a real  organization.</p>
<p>However, even though it certainly has a technical side, data integration is  first a <em>business </em>activity.  Sometimes when we apply terms like  “semantic rationalization” to software components, we in IT start believing you  can actually build a machine that does the things you need to do to rationalize  data semantics, like figure out the corporate definition of a customer.  Of  course all we can do in IT is to build the empty shell.  The real work happens  when business people from departments whose data is being integrated sit down  and decide how they are going to define “staff member”, “customer”, and so on.   Only business professionals can say, for example, whether they want to include  contractors in staffing reports or whether the term “customer” includes  homebuyers under contract but not yet closed.</p>
<p>Integration tools that support data warehouses, whether centralized or  federated, are only as good as the business consensus behind them. The consensus  behind integrated data is arguably more rewarding to the business that the tools  because with consensus on critical objects and events come non-IT-specific  improvements like reduction of repetitive and conflicting business processes,  reduced communication breakdown due to terminology disconnects, and more.</p>
<p>To me the beauty of the Inmon DW model is that it provides a mechanism that  can assist an organization in evolving toward improved <a title=" Guage your Data Warehousing Maturity" href="http://www.information-management.com/issues/20041101/1012391-1.html" target="_blank">information  maturity</a>.  Organizations achieve some benefit by simply integrating data  into a single data warehouse.  However, the data warehouse also makes source  data quality problems obvious and blatantly reveals differences in data meaning  from one operational source to another.  So the warehouse delivers some benefit  early and also shows how much better it would be if data were integrated.  It  therefore becomes a tool for identifying, assessing, prioritizing, and  motivating correction of data deficiencies.</p>
<p>For organizations not so far along on the maturity curve, the additional  complexity of the federated warehouse tends to obscure this data quality  feedback loop. Federation based on drawing from operational sources integrates  data from a set of different databases built toward different architectural  goals.  On the other hand, the logical data model for the enterprise warehouse  is the enterprise data model, and its architectural objective is to integrate  enterprise data to provide a single source of truth.  Therefore, the enterprise  data warehouse provides an architectural focal point for integration.  It  isolates responsibility for improving data integration crisply at either the  source or the warehouse, and — within the framework of solid information  management strategy, management, and facilitation — motivates diverse business  players to work toward consensus definition of enterprise data.</p>
<p>Federation, or virtual data warehousing if you will, can be the best strategy  for the mature organization that has already integrated business data to a  consistent enterprise view.  For the rest of us, the single centralized  warehouse with its unambiguous architectural goals and borders seems the  shortest distance to achieving the business benefits of data integration.</p>
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