This curriculum spans the technical and operational breadth of a multi-workshop data platform rollout, covering the design, governance, and optimization of data systems as practiced in large-scale internal capability programs.
Module 1: Defining Data Requirements for Business Alignment
- Collaborate with business stakeholders to translate KPIs into measurable data entities and attributes, ensuring traceability from metric to source system.
- Document lineage of critical business metrics by mapping them to source systems, transformation logic, and reporting layers.
- Negotiate data freshness requirements (e.g., real-time vs. daily batch) based on operational impact and technical feasibility.
- Identify and classify data domains (e.g., customer, product, transaction) to establish ownership and stewardship boundaries.
- Specify data quality thresholds (completeness, accuracy, timeliness) per use case and integrate them into ingestion validation rules.
- Resolve conflicting data definitions across departments by facilitating cross-functional data governance workshops.
- Design metadata capture processes to record business context, definitions, and usage patterns alongside technical metadata.
- Establish versioning policies for business metrics to manage changes without breaking historical reporting.
Module 2: Data Sourcing and Ingestion Architecture
- Select ingestion patterns (batch, micro-batch, CDC, streaming) based on source system capabilities and downstream latency needs.
- Implement change data capture using log-based tools (e.g., Debezium) for transactional databases while managing performance impact.
- Configure retry and backpressure mechanisms in streaming pipelines to handle downstream system outages.
- Design schema evolution strategies for incoming data using schema registries and backward-compatible formats (e.g., Avro).
- Encrypt sensitive data in transit and at rest during ingestion, applying key management policies aligned with compliance standards.
- Handle API rate limits and pagination when extracting from third-party SaaS platforms using exponential backoff and queuing.
- Implement idempotent ingestion logic to prevent data duplication during retries or pipeline restarts.
- Monitor ingestion pipeline lag and throughput to detect performance degradation or source system issues.
Module 3: Data Modeling for Analytical Workloads
- Choose between normalized, dimensional, and data vault modeling based on query patterns, auditability, and change frequency.
- Design slowly changing dimensions (SCD Type 2) with effective dating and hash keys to track historical attribute changes.
- Partition large fact tables by time and filter frequently used dimensions to optimize query performance.
- Denormalize specific dimensions selectively to reduce join complexity in high-latency reporting environments.
- Implement surrogate key generation strategies that support scalability and integration across multiple source systems.
- Balance granularity of fact tables against storage costs and query performance for common analytical use cases.
- Model semi-structured data (e.g., JSON logs) using flattening, nested types, or external tables based on access patterns.
- Define conformed dimensions to enable consistent reporting across business units and data marts.
Module 4: Pipeline Orchestration and Workflow Management
- Structure DAGs to reflect data dependencies while minimizing cross-workflow coupling and runtime bottlenecks.
- Implement dynamic pipeline generation for repetitive tasks (e.g., per-region loads) using templating and configuration files.
- Configure alerting and notification rules for failed tasks, missed SLAs, and unexpected data volume shifts.
- Integrate pipeline testing into CI/CD workflows using synthetic data and mock dependencies.
- Manage execution priority and resource allocation for critical vs. non-critical pipelines in shared environments.
- Version control pipeline definitions and coordinate deployments across development, staging, and production environments.
- Handle backfilling historical data without disrupting ongoing scheduled runs or overloading downstream systems.
- Monitor task duration trends to detect performance regressions or infrastructure constraints.
Module 5: Data Quality and Observability
- Embed data validation checks (e.g., null counts, value ranges, referential integrity) at ingestion and transformation stages.
- Define and track freshness SLAs for datasets, triggering alerts when expected updates are delayed.
- Implement automated anomaly detection on data distributions using statistical baselines and threshold rules.
- Log data quality rule outcomes to a central observability platform for audit and trend analysis.
- Design quarantine zones for suspect data to prevent contamination of downstream analytics while enabling investigation.
- Correlate data pipeline failures with upstream system outages or schema changes using integrated monitoring tools.
- Generate data health dashboards that expose quality metrics to both technical and business stakeholders.
- Respond to data incidents with root cause analysis and implement preventive controls to avoid recurrence.
Module 6: Data Storage and Platform Selection
- Evaluate cloud data warehouse options (e.g., Snowflake, BigQuery, Redshift) based on concurrency, cost model, and integration needs.
- Design data lake zone architecture (raw, curated, trusted) with access controls and lifecycle policies.
- Select file formats (Parquet, ORC, Delta Lake) based on compression, schema evolution, and transaction support requirements.
- Implement data partitioning and clustering strategies to reduce query scan costs in large datasets.
- Configure storage tiering (hot, cold, archive) and lifecycle rules to manage cost for historical data.
- Balance compute-storage separation benefits against data locality needs for high-throughput workloads.
- Apply object storage encryption and bucket policies to enforce compliance with data residency regulations.
- Plan for cross-region replication and disaster recovery for mission-critical datasets.
Module 7: Metadata Management and Data Discovery
- Integrate technical metadata (schema, lineage, usage) from ingestion, transformation, and query layers into a central catalog.
- Automate metadata extraction using hooks in orchestration tools and query engines (e.g., parsing Airflow DAGs, BigQuery audit logs).
- Implement business metadata tagging to link datasets to owners, domains, and governed metrics.
- Design search and discovery interfaces that support filtering by data sensitivity, freshness, and usage frequency.
- Track data lineage across transformations, including column-level lineage for regulatory compliance.
- Enforce metadata completeness as a gate in deployment pipelines to prevent undocumented datasets from reaching production.
- Manage metadata retention policies to avoid performance degradation in large-scale catalogs.
- Integrate data catalog with access control systems to dynamically filter discoverable datasets based on user permissions.
Module 8: Data Governance and Access Control
- Define data classification levels (public, internal, confidential, restricted) and apply labels consistently across platforms.
- Implement attribute-based or role-based access controls in data warehouses and lakes to enforce least-privilege principles.
- Automate provisioning and deprovisioning of data access through integration with identity providers (e.g., Okta, Azure AD).
- Conduct access reviews for sensitive datasets on a regular cadence to remove stale permissions.
- Log and audit all data access and query activities for compliance and forensic analysis.
- Enforce data masking and row-level security policies based on user roles or department affiliations.
- Establish data stewardship roles and workflows for approving access requests and resolving quality issues.
- Align data governance policies with regulatory frameworks (e.g., GDPR, CCPA) and conduct gap assessments.
Module 9: Performance Optimization and Cost Management
- Right-size compute clusters or virtual warehouses based on historical workload patterns and peak demand.
- Implement materialized views or summary tables for frequently accessed aggregations to reduce query load.
- Optimize query plans by analyzing execution profiles and rewriting inefficient SQL or DataFrame operations.
- Monitor and control runaway queries using time and resource limits enforced at the platform level.
- Track cost attribution by team, project, or workload using tagging and usage reporting tools.
- Negotiate reserved capacity or flat-rate pricing models for predictable workloads to reduce variable costs.
- Automate suspension of development environments during non-business hours to reduce idle spend.
- Conduct regular cost reviews to identify underutilized datasets, redundant pipelines, or inefficient storage patterns.