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Overall Task List

From MIKE2 Methodology

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Phase 1 - Business Assessment and Strategy Definition Blueprint

Activity 1.1 Strategic Mobilisation

Task 1.1.1 Conduct Initial Direction Setting with Sponsor
Task 1.1.2 Meet with Key Stakeholders
Task 1.1.3 Begin Collection of Artefacts
Task 1.1.4 Understand Current State of Project Activity
Task 1.1.5 Establish Charter for Information Management Programme
Task 1.1.6 Introduce Overall MIKE2.0 Programme Plan

Activity 1.2 Enterprise Information Management Awareness

Task 1.2.1 Assess Team's Understanding of Information Management Concepts
Task 1.2.2 Develop and Initiate Information Management Orientation

Activity 1.3 Overall Business Strategy for Information Development

Task 1.3.1 Define Strategic Business Vision
Task 1.3.2 Define Strategic Critical Success Factors (CSFs)
Task 1.3.3 Define Strategic Key Performance Indicators (KPIs)
Task 1.3.4 Define Strategic Success Measures
Task 1.3.5 Define Strategic Change Drivers
Task 1.3.6 Define High-Level Information Requirements

Activity 1.4 Organisational QuickScan for Information Development

Task 1.4.1 Assess Current-State Application Portfolio
Task 1.4.2 Assess Current-State External Data Sources
Task 1.4.3 Assess Current-State Information Flows
Task 1.4.4 Assess Current-State Information Delivery
Task 1.4.5 Assess Information Maturity
Task 1.4.6 Assess Economic Value of Information
Task 1.4.7 Assess Infrastructure Maturity
Task 1.4.8 Assess Key Current-State Information Processes
Task 1.4.9 Define Current-State Conceptual Architecture
Task 1.4.10 Assess Current-State People Skills
Task 1.4.11 Assess Current-State Organisational Structure
Task 1.4.12 Assemble Findings on People, Organisation and its Capabilities

Activity 1.5 Future State Vision for Information Management

Task 1.5.1 Introduce Leading Business Practices for Information Management
Task 1.5.2 Define Future-State Business Alternatives
Task 1.5.3 Define Information Management Guiding Principles
Task 1.5.4 Define Technology Architecture Guiding Principles
Task 1.5.5 Define IT Guiding Principles (Technology Backplane Delivery Principles)
Task 1.5.6 Define Future-State Information Process Model
Task 1.5.7 Define Future-State Conceptual Data Model
Task 1.5.8 Define Future-State Strategic Component Architecture
Task 1.5.9 Define Source-to-Target Matrix
Task 1.5.10 Define High-Level Recommendations for Solution Architecture

Activity 1.6 Data Governance Sponsorship and Scope

Acivity 1.7 Initial Data Governance Organisation

Task 1.7.1 Establish Data Governance Council
Task 1.7.2 Assign Roles and Responsibilities for Data Governance
Task 1.7.3 Assign Individuals to Data Governance Organisation
Task 1.7.4 Define Communications Model
Task 1.7.5 Define Tracking Mechanism for Data Governance Issues
Task 1.7.6 Map Data Governance Strategy to Business Strategy

Activity 1.8 Return on Investment of Information Assets

Task 1.8.1 Determine Current Cost of Information Assets
Task 1.8.2 Define Planned Expenditures on Information Assets
Task 1.8.1 Define Financial Benefits Model on Improved Information Assets
Task 1.8.2 Information Assets Competitive Analysis

Activity 1.9 Business Blueprint Completion

Task 1.9.1 Prioritise Requirements and Identify Immediate Work Opportunities
Task 1.9.2 Define High-Level Programme Plan
Task 1.9.3 Develop High-Level Business Case
Task 1.9.4 Assemble Key Messages to Complete Business Blueprint

Activity 1.10 Programme Review

Task 1.10.1 Assess Alignment with Strategy
Task 1.10.2 Assess People
Task 1.10.3 Assess Organisation
Task 1.10.4 Assess Methodology Processes
Task 1.10.5 Assess Technology
Task 1.10.6 Review and Act on Recommendations

Phase 2 - Technology Assessment and Selection Blueprint

Activity 2.1 Strategic Requirements for BI Application Development

Task 2.1.1 Define Key Business Requirements of BI Application
Task 2.1.2 Develop Business Function End-User Matrix
Task 2.1.3 Develop Organisation/Location/Association Matrix

Activity 2.2 Strategic Requirements for Technology Backplane Development

Task 2.2.1 Define Foundation Capabilities for Information Development
Task 2.2.2 Define Foundation Capabilities for Infrastructure Development
Task 2.2.3 Define Advanced Capabilities for Information Development
Task 2.2.4 Define Advanced Capabilities for Infrastructure Development

Activity 2.3 Strategic Non-Functional Requirements

Task 2.3.1 Define Non-Functional Requirements for BI Application Development
Task 2.3.2 Define Non-Functional Requirements for Infrastructure Development
Task 2.3.3 Define Non-Functional Requirements for Information Development

Activity 2.4 Current-State Logical Architecture

Task 2.4.1 Define Current-State Business (BI Application) Architecture
Task 2.4.2 Define Current-State Information Development Logical Architecture
Task 2.4.3 Define Current-State Infrastructure Development Logical Architecture
Task 2.4.4 Assess Current-State Standards and Infrastructure Management Processes
Task 2.4.4 Assess Current-State Capabilities of Supporting Tools for the SDLC

Activity 2.5 Future-State Logical Architecture and Gap Analysis

Activity 2.6 Future-State Physical Architecture and Vendor Selection

Task 2.6.1 Map Future-State Logical Architecture to Physical Architecture Options
Task 2.6.2 Define Vendor Options for Infrastructure Management and SDLC Tools
Task 2.6.3 Develop RFP for Candidate Technology and Tool Components
Task 2.6.4 Conduct Technology and Tool Selection

Activity 2.7 Data Governance Policies

Task 2.7.1 Define Data Governance Policy Requirements
Task 2.7.2 Define Data Governance Policies
Task 2.7.3 Approve and Distribute Data Governance Policies

Activity 2.8 Data Standards

Task 2.8.1 Define Data Specification Standards
Task 2.8.2 Define Data Modelling Standards
Task 2.8.3 Define Data Capture Standards
Task 2.8.4 Define Data Security Standards
Task 2.8.5 Define Data Reporting Standards

Activity 2.9 Software Development Lifecycle Preparation

Task 2.9.1 Define Team Workstation Environment
Task 2.9.2 Procure Hardware and Software
Task 2.9.3 Define SDLC Procedures
Task 2.9.4 Define Testing Strategy
Task 2.9.5 Define Development and Test Environment Technical Architecture
Task 2.9.6 Install and Configure Development and Testing Baseline Infrastructure
Task 2.9.7 Evaluate New Baseline Infrastructure

Activity 2.10 Metadata Driven Architecture

Task 2.10.1 Introduce Metadata Reference Model
Task 2.10.2 Define Scope for Initial Implementation
Task 2.10.3 Define SDLC Process for Metadata Management
Task 2.10.4 Populate Repository with Metadata Assets
Task 2.10.4 Define Process to Transition to Metadata-Driven Architecture

Activity 2.11 Technology Blueprint Completion

Task 2.11.1 Revise Blueprint Architecture Models
Task 2.11.2 Define Major Technology Risks and Constraints
Task 2.11.3 Define Business and Technology Capability Deployment Timeline
Task 2.11.4 Revise Business Case
Task 2.11.5 Define Roadmap Mission Statements
Task 2.11.6 Assemble Key Messages to Complete Technology Blueprint

Phase 3 - Information Management Roadmap and Foundation Activities

Activity 3.1 Information Management Roadmap Overview

Task 3.1.1: Define Overall Release Functionality
Task 3.1.2: Identify and Prioritise Project Risks
Task 3.1.3: Identify Infrastructure Dependencies
Task 3.1.4: Identify Design Dependencies
Task 3.1.4: Define Acceptance Procedures
Task 3.1.5: Define Detailed Project Plan

Activity 3.2: Testing and Deployment Plan

Task 3.2.1 Define Test Plan for Applications
Task 3.2.2 Define Test Plan for Infrastructure
Task 3.2.3 Define Test Plan for Information Development
Task 3.2.4 Acquire Test Data
Task 3.2.5 Define Deployment Plan

Activity 3.3 Software Development Readiness

Task 3.3.1 Establish or Upgrade Development Environment as Necessary
Task 3.3.2 Establish Configuration Management Baseline
Task 3.3.3 Send Staff to Vendor Training Classes

Activity 3.4 Detailed Business Requirements

Task 3.4.1 Validate Strategic Business Requirements
Task 3.4.2 Refine Strategic Business Requirements to Detailed Requirements
Task 3.4.3 Categorise Detailed Business Requirements
Task 3.4.4 Prioritise Detailed Business Requirements
Task 3.4.5 Determine Detailed Analytical Requirements

Activity 3.5 Business Scope for Improved Data Governance

Task 3.5.1 Define Business Process Scope for Increment
Task 3.5.2 Determine KDEs and Prioritize by Business Impact
Task 3.5.3 Capture Recommend Business Process Changes

Activity 3.6 Enterprise Information Architecture

Task 3.6.1 Define Enterprise Data Model
Task 3.6.2 Overlay System Architecture on Enterprise Data Model
Task 3.6.3 Define Master Data Management Architecture
Task 3.6.4 Define BusinessTime Model for KDEs
Task 3.6.5 Define Data Definitions and Business Rules

Activity 3.7 Root Cause Analysis of Data Governance Issues

Task 3.7.1 Prevent Issues related to Source System Edits
Task 3.7.2 Prevent Issues related to Business Process
Task 3.7.3 Prevent Issues related to Technology Architecture
Task 3.7.4 Summarise Root Cause Issues and Recommend Changes

Activity 3.8 Data Governance Metrics

Task 3.8.1 Define Metric Categories and Measurement Techniques
Task 3.8.2 Gather Current-State Metrics on each KDE
Task 3.8.3 Define Target Metrics on each KDE

Activity 3.9 Database Design

Task 3.9.1 Design Logical Data Model
Task 3.9.2 Develop Physical Data Model

Activity 3.10 Taxonomy Design

Task 3.10.1 Define Lexicon of Terms
Task 3.10.2 Define Taxonomy Stylel
Task 3.10.3 Define Taxonomy Relationships
Task 3.10.4 Design Logical Taxonomy Model
Task 3.10.5 Define Techniques to Populate Taxonomy
Task 3.10.6 Define Techniques to Populate Taxonomy Model

Activity 3.11 Metadata Development

Task 3.11.1 Develop Metadata Models|Develop Metadata Models
Task 3.11.2 Develop Metadata Definitions|Develop Metadata Definitions
Task 3.11.3 Classify Information Assets|Classify Information Assets
Task 3.11.4 Information Services Metadata (Interface)|Information Services Metadata (Interface)
Task 3.11.5 Develop Business Intelligence Metadata|Develop Business Intelligence Metadata)
Task 3.11.6 Integrate Metadata Artifacts|Integrate Metadata Artifacts

Activity 3.12 Message Modelling

Activity 3.13 Data Profiling

Task 3.13.1 Prepare for Assessment
Task 3.13.2 Perform Column Profiling
Task 3.13.3 Perform Table Profiling
Task 3.13.4 Perform Multi-Table Profiling
Task 3.13.5 Finalise Data Quality Report

Activity 3.14 Data Re-Engineering

Task 3.14.1 Prepare for Re-Engineering
Task 3.14.2 Perform Data Standardisation
Task 3.14.3 Perform Data Correction
Task 3.14.4 Perform Data Matching and Consolidation
Task 3.14.5 Perform Data Enrichment
Task 3.14.6 Finalise Business Summary of Data Quality Impacts

Activity 3.15 Business Intelligence Initial Design and Prototype

Task 3.15.1 Define Information Presentation Standards
Task 3.15.2 Define Data Requirements for Reports
Task 3.15.3 Develop Initial Reporting Prototypes

Activity 3.16 Solution Architecture Definition/Revision

Task 3.16.1 Define Data Quality Management Processes
Task 3.16.2 Define ETL Conceptual Design
Task 3.16.3 Define Metadata Management Conceptual Design
Task 3.16.4 Define Security Conceptual Design
Task 3.16.5 Define Infrastructure Management Conceptual Design
Task 3.16.6 Define SDLC Processes Conceptual Design

Activity 3.17 Prototype the Solution Architecture

Task 3.17.1 Build Initial Prototype
Task 3.17.2 Extend Prototype to Identify Single-Producer Data Quality Issues
Task 3.17.3 Extend Prototype to Incorporate Multiple Data Producers
Task 3.17.4 Extend Prototype to Identify Multi-Producer Data Quality Issues
Task 3.17.5 Extend Prototype to Include Automation and Monitoring
Task 3.17.6 Extend Prototype for Performance Tuning and Sizing
Task 3.17.7 Prototype Metadata Management Processes

Phase 4 - Design Increment

Activity 4.1 User Support & Operational Procedures Design

Task 4.1.1 Identify Audiences
Task 4.1.2 Identify Training and Administration Guide Requirements
Task 4.1.3 Develop Outlines for Operational Manuals
Task 4.1.4 Develop Help and Tutorial Styles for End Users

Activity 4.2 Business Intelligence Design

Task 4.2.1 Design Reports
Task 4.2.2 Design Model for Ad-Hoc Access
Task 4.2.3 Design OLAP Model
Task 4.2.4 Design Data Mining Procedures

Activity 4.3 Information Security Design

Task 4.3.1 Design Network Infrastructure Security Controls
Task 4.3.2 Design Host Security Controls
Task 4.3.3 Design Database Security Controls
Task 4.3.4 Design Identity and Access Management Controls
Task 4.3.5 Design Identity and Access Management Controls
Task 4.3.6 Design Cryptographic Controls
Task 4.3.7 Design Security Monitoring Processes

Activity 4.4 Infrastructure Management Process Design

Task 4.4.1 Finalise Physical Database Design
Task 4.4.2 Design Backup and Recovery Procedures
Task 4.4.3 Design Data Archival and Restoration Procedures
Task 4.4.4 Design Disaster Recovery and Failure Procedures
Task 4.4.5 Design Access Control, Auditing and Security Procedures
Task 4.4.6 Design Operations and Monitoring Procedures

Activity 4.5. Data Integration Logical Design

Task 4.5.1 Prepare for ETL Design
Task 4.5.2 Define Overall Process Flow
Task 4.5.3 Define Producer Acquisition Processes
Task 4.5.4 Define Data Mapping of Producer to Consumer
Task 4.5.5 Define Data Mediation and Quality Processes
Task 4.5.6 Define Data Consumer Update Processes
Task 4.5.7 Define Metadata Integration Process

Activity 4.6 Data Integration Physical Design

Task 4.6.1 Define Overall ETL Architecture Standards and Environment
Task 4.6.2 Define ETL Job Design Standards
Task 4.6.3 Design Producer Interfaces
Task 4.6.4 Design Transformations
Task 4.6.5 Design Data Mediation and Quality Processes
Task 4.6.6 Design Consumer Interfaces
Task 4.6.6 Design Automation and Monitoring Process
Task 4.6.7 Review ETL Design

Activity 4.7 User Collaboration Design

Task 4.7.1 User Collaboration Conceptual Design
Task 4.7.2 User Driven Content Design
Task 4.7.3 Corporate Driven Content Design
Task 4.7.4 Content Integration Design
Task 4.7.4 User Signaling Design
Task 4.7.5 Social Networking Design
Task 4.7.6 Content Integration Design
Task 4.7.6 User Driven Classification Design
Task 4.7.6 Prototyping and Usability Improvements

Activity 4.8 User Interface Design

Task 4.8.1 User Interface Layout
Task 4.8.2 Website User Interface Design
Task 4.8.3 Web Content Design
Task 4.8.4 Information Access Design
Task 4.8.5 Site Optimisation Design
Task 4.8.6 Site Analytics Design

Activity 4.9 Services Oriented Architecture Design

Task 4.9.1 Identify Common Services
Task 4.9.2 Identify and Design Interface Services
Task 4.9.3 Identify and Design Business Services
Task 4.9.4 Identify and Design Data Management Services

Activity 4.10 Test Design

Task 4.10.1 Define Test Requirements
Task 4.10.2 Design Test Cases for Application Development
Task 4.10.3 Design Test Cases for Infrastructure Development
Task 4.10.4 Design Test Cases for Information Development
Task 4.10.5 Check Availability of Test Data and Testing Environment

Phase 5 - Incremental Development, Testing, Deployment and Improvement

Activity 5.1 User Support & Operational Procedure Guides

Task 5.1.1 Develop User Support Documentation
Task 5.1.2 Develop Operations Support Guides
Task 5.1.3 Develop Desk Procedures
Task 5.1.4 Develop Help and Tutorial Guides

Activity 5.2 Technology Backplane Development

Task 5.2.1 Implement Target Database
Task 5.2.2 Develop ETL Interface Components
Task 5.2.3 Develop ETL Mediation Components
Task 5.2.4 Develop Automation Components
Task 5.2.5 Develop Operationalised Data Re-Engineering Processes
Task 5.2.6 Develop Metadata Management Integration
Task 5.2.7 Develop Infrastructure Management Processes

Activity 5.3 BI Application Development

Task 5.3.1 Develop Reporting Components
Task 5.3.2 Develop Ad Hoc Analytical Components
Task 5.3.3 Develop Reporting Components
Task 5.3.4 Develop Operations Facing User Tools
Task 5.3.5 Develop Data Mining Components

Activity 5.4 Functional Testing

Task 5.4.1 Migrate Software to Functional Testing Environment
Task 5.4.2 Test BI Application Work Products
Task 5.4.3 Test Integration Work Products
Task 5.4.4 Test Information Development Work Products
Task 5.4.5 Resolve Defects and Re-Test

Activity 5.5 System Integration Testing

Task 5.5.1 Migrate Software to SIT Testing Environment
Task 5.5.2 Test BI Application Work Products
Task 5.5.3 Test Integration Work Products
Task 5.5.4 Test Information Development Work Products
Task 5.5.5 Resolve Defects and Re-Test

Activity 5.6 End-to-End Testing

Task 5.6.1 Migrate Software to E2E Testing Environment
Task 5.6.2 Test BI Application Work Products
Task 5.6.3 Test Integration Work Products
Task 5.6.4 Test Information Development Work Products
Task 5.6.5 Test Infrastructure Management Processes
Task 5.6.6 Resolve Defects and Re-Test

Activity 5.7 Stress and Volume Testing

Task 5.7.1 Migrate Software to SVT Testing Environment
Task 5.7.2 Test BI Application Work Products
Task 5.7.3 Test Integration Work Products
Task 5.7.4 Test Information Development Work Products
Task 5.7.5 Test Infrastructure Management Processes
Task 5.7.6 Resolve Defects and Re-Test

Activity 5.8 User & Operations Training

Activity 5.9 Production Deployment

Task 5.9.1 Define Distribution and Installation Method
Task 5.9.2 Deploy Baseline Production Environment
Task 5.9.3 Deploy Software to Production

Activity 5.10 Evaluation and Launch

Task 5.10.1 Conduct Final User Acceptance Test (UAT)
Task 5.10.2 Prepare Staff for Cut-Over
Task 5.10.3 Load Historical Data
Task 5.10.4 Activate Automation Components and Load Incremental Data
Task 5.10.5 Conduct Production Verification Testing (PVT)
Task 5.10.6 Launch New System
Task 5.10.7 Support the Transition
Task 5.10.8 Assess Compliance with Project Objectives
Task 5.10.9 Perform Post-Implementation Systems Performance Review

Activity 5.11 Continuous Improvement - Compliance Auditing

Task 5.11.1 Attain Sponsorship of Data Governance Board
Task 5.11.2 Define Compliance Auditing Processes
Task 5.11.3 Train Staff on Compliance Standards
Task 5.11.4 Conduct Auditing Processes

Activity 5.12 Continuous Improvement - Standards, Policies and Processes

Task 5.12.1 Review and Revise Data Governance Policies
Task 5.12.2 Review and Revise Data Governance Metrics
Task 5.12.3 Review and Revise Data Governance Standards
Task 5.12.4 Review and Revise Data Governance Processes
Task 5.12.5 Implement Changes as Required

Activity 5.13 Continuous Improvement - Data Quality

Task 5.13.1 Conduct Ongoing Data Quality Monitoring
Task 5.13.2 Associate Data Quality Issues with Root Causes
Task 5.13.3 Execute Issue Prevention Process

Activity 5.14 Continuous Improvement - Infrastructure

Task 5.14.1 Re-factor Integration Infrastructure
Task 5.14.2 Progressively Automate Processes
Task 5.14.3 Review and Recommend Physical Infrastructure Changes
Task 5.14.4 Move to a Metadata-Driven Architecture

Activity 5.15 Continuous Improvement - Information Development Organisation

Task 5.15.1 Move to a Common Architecture and Delivery Model
Task 5.15.2 Develop Staff and their Skills
Task 5.15.3 Implement Data Governance Incentives
Task 5.15.4 Review and Revise Communications Model

Activity 5.16 Project Closeout

Task 5.16.1 Complete Project Case Study
Task 5.16.2 Complete Project Lessons Learned
Task 5.16.3 Recommend Revisions or Extensions to MIKE2.0 Methodology

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Category: Overall Implementation Guide

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Overall Task List

From MIKE2 Methodology