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Are there any good resources to assist in writing a business case for a customer data integration project or data warehousing project?

Q: Are there any good resources that you could recommend to assist in writing a business case for a customer data integration project or data warehousing project?

Sid Adelman's Answer:

The book Data Strategy, has a chapter on "Business Value of Data and ROI" and the Appendix has templates on the ROI calculation process along with cost templates and intangible benefits templates. In the name of full disclosure, I, along with Larissa Moss and Majid Abai are the authors of this book.

Clay Rehm's Answer:

I have used this as an answer before, but the book Data Warehouse Project Management by Sid Adelman and Larrisa Moss provides the assistance you are looking for.

Anne Marie Smith's Answer:

There are many resources for writing a business case, starting with some business management textbooks, but the best resources can be found in the business case chapters of some good project management texts. (Information Technology Project Management, by K. Schweibein from Course Technology is excellent for IT projects.) Data Warehousing Project Management, a wonderful reference book by Sid Adelman, contains much good material on business case development, as does The Essential Guide to Data Warehousing by Lou Agosta.Finally, some Web searches for online articles should give you some good additional materials ("Real-World Decision Support" newsletter is one source).


Anne Marie Smith is a highly acclaimed author and speaker in the fields of data stewardship, data governance, data warehousing, data modeling and metadata management. She holds a doctorate in Management Information Systems and has taught at LaSalle University. Smith serves on the board of directors of DAMA International and is an expert advisor to DM Review's Ask the Experts. Smith is the director of education at EWSolutions, a GSA schedule partner and systems integrator dedicated to providing companies and government agencies with best-in-class business intelligence solutions using data warehousing, enterprise architecture and managed metadata environment technologies (www.EWSolutions.com). She may be reached directly via email at AMSmith@EWSolutions.com.

Sid Adelman is a principal in Sid Adelman & Associates, an organization specializing in planning and implementing data warehouses, in data warehouse and BI assessments, and in establishing effective data architectures and strategies. He is a regular speaker at DW conferences. Adelman chairs the "Ask the Experts" column on www.dmreview.com. He is a frequent contributor to journals that focus on data warehousing. He co-authored Data Warehouse Project Management and is the principal author on Impossible Data Warehouse Situations with Solutions from the Experts and Data Strategy. He can be reached at (818) 783-9634 or visit his Web site at www.sidadelman.com.

Clay Rehm, CCP, PMP, is president of Rehm Technology (www.rehmtech.com), a consulting firm specializing in data integration solutions. Rehm provides hands-on expertise in project management, assessments, methodologies, data modeling, database design, metadata and systems analysis, design and development. He has worked in multiple platforms and his experience spans operational and data warehouse environments. Rehm is a technical book editor and is a co-author of the book, Impossible Data Warehouse Situations with Solutions from the Experts. In addition, he is a Certified Computing Professional (CCP), a certified Project Management Professional (PMP), holds a Bachelors of Science degree in Computer Science and a Masters Degree in Software Engineering from Carroll College. He can be reached at clay.rehm@rehmtech.com.

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