Overall Task List

Overall Task List - expanded view

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 Targets
• 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

• Task 1.6.1 Designate Executive Sponsor
• Task 1.6.2 Define Data Scope
• Task 1.6.3 Assign Data Stewards

Activity 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 1.8.3 Define Financial Benefits Model on Improved Information Assets
• Task 1.8.4 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

• Task 2.5.1 Map Strategic Requirements to Business (BI Application) Architecture
• Task 2.5.2 Map Strategic Requirements to Logical Architecture for Infrastructure Development
• Task 2.5.3 Map Strategic Requirements to Logical Architecture for Information Development
• Task 2.5.4 Revise Future-State Conceptual Architecture
• Task 2.5.5 Conduct Gap Analysis of Current-State and Future-State Logical Architecture

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
• Task 2.8.6 Define Information Receipt Standards
• Task 2.8.7 Define Information Delivery Standards
• Task 2.8.8 Define Web Content Standards
• Task 2.8.9 Define Documentation Standardss

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 2.10.5 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 Style
• 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

• Task 3.12.1 Define Common Data Elements
• Task 3.12.2 Develop CMM Subjects
• Task 3.12.3 Develop CMM Messages

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

• Task 5.8.1 Create Training Environment
• Task 5.8.2 Finalise Training Courses
• Task 5.8.3 Develop Training Materials
• Task 5.8.4 Conduct User Training
• Task 5.8.5 Conduct Operational 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