Data Warehouse Toolkit

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Evaluate and implement emerging technology as Cloud Data Warehouse appliances, real time streaming, predictive/prescriptive/diagnostic and descriptive analytics, Data Visualization, and Cloud based Big Data.

More Uses of the Data Warehouse Toolkit:

  • Drive: conduct full Data Lifecycle analysis; engaging the business in Requirements Gathering, performing analysis and collection of data, subsequently developing and implementing a solution.

  • Formulate: work closely with the engineering and Development Teams to identify non functional requirements, build out Data Visualizations and Data Access capabilities in support of Business Requirements.

  • Manage work with BI development and the office of information technology to support complex Data Models and a robust semantic layer that produces easily understood data sets for functional users.

  • Establish that your organization develops, implements, maintains, and executes extract/transform/load scripts and applications in support of the Data Warehouse.

  • Manage work with application developers and other stakeholders to determine business need and apply Industry Standards to all database solutions created.

  • Drive: design, development, Unit Testing, System Testing and Change Management for development, enhancements and fixes related to enterprise reports and processes.

  • Ensure all employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

  • Make sure that your project demonstrates continuing professional growth in knowledge and skills through education, Goal setting and personal development.

  • Collaborate and lead conversations with business and technology partners to identify and understand analytic / Business Needs.

  • Adhere to Data Strategy, policies, controls, and programs to ensure the enterprise data is accurate, complete, secure, and reliable.

  • Determine patterns and approach to evolve your Warehouses in line with your organizations processes, standards, and procedures.

  • Manage work with various customer groups to develop the business Data Collection and access layer across various Business Intelligence products.

  • Make sure that your organization establishes standards and guidelines for coding, performance optimization, documentation, Quality Assurance and Production Support.

  • Create and maintain Data Governance discipline across your organization to ensure a consistent view of data across your organization.

  • Secure that your group complies; awareness of Data Governance practices, business and technology issues related to management of enterprise information assets and approaches related to Data Protection.

  • Be accountable for taking data from multiple disparate data sources and leading design and implementation of a scalable enterprise reporting model.

  • Manage work with Data Engineering to implement auditing and monitoring framework and ensure appropriate documentation of implemented solutions.

  • Drive integration of organization wide data into a centralized Data Warehouse and modeled to support Data Analysis requirements from all functional groups.

  • Drive: design, build and own Data Models, Data Flows, and integration patterns for the Data Lake, Data Warehouse, and consumption data layers.

  • Be accountable for leading the analysis, architecture, design, and development of large scale Data Management and Business Intelligence solutions.

  • Develop and implement technical designs of Data Collection and integration processes, through the utilization of online forms.

  • Establish that your strategy complies; solutions support enterprise Information Management, Master Data management, Business Intelligence, Machine Learning, Data Science, and other business interests.

  • Develop and implement approaches, policies, and standards to ensure Data Quality and integrity is maintained and that any inaccurate data is uncovered and corrected.

  • Pilot: after data is migrated to a new cloud environment, the architecture ensures the information is complete, accurate, and accessible.

  • Confirm your enterprise complies; plans, designs, develops, and performs quality assessments on data elements and structures to document and evaluate integrity, completeness, quality, and appropriateness of formats, records, and structures.

  • Keep abreast of new Data Storage, delivery, analysis, visualization, reporting techniques and software to develop more powerful data infrastructure.

  • Ensure your mission to satisfy your customers by providing the expertise, technology, and resources necessary to build better networks.

  • Manage work with Data Architects to build models that conform to Data Modeling and design standards, tools, best practices, and related development for enterprise Data Models.

  • Manage work on extract, transform, and load (ETL) processes/projects, individually or as part of or in conjunction with a database/Data Warehouse team.

  • Ensure you collaborate; build out and maintain your data pipeline architecture, and optimize Data Flow and collection for cross functional teams.


Save time, empower your teams and effectively upgrade your processes with access to this practical Data Warehouse Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Data Warehouse related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Data Warehouse specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Warehouse Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Data Warehouse improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is your decision requirements diagram?

  2. How do you make it meaningful in connecting Data Warehouse with what users do day-to-day?

  3. What is in the scope and what is not in scope?

  4. Do you all define Data Warehouse in the same way?

  5. How do you implement and manage your work processes to ensure that they meet design requirements?

  6. Where is it measured?

  7. What are the success criteria that will indicate that Data Warehouse objectives have been met and the benefits delivered?

  8. What do employees need in the short term?

  9. Are you making progress, and are you making progress as Data Warehouse leaders?

  10. What are the clients issues and concerns?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Data Warehouse book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Data Warehouse self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Data Warehouse Self-Assessment and Scorecard you will develop a clear picture of which Data Warehouse areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Data Warehouse Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Data Warehouse projects with the 62 implementation resources:

  • 62 step-by-step Data Warehouse Project Management Form Templates covering over 1500 Data Warehouse project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Data Warehouse project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Data Warehouse Project Team have enough people to execute the Data Warehouse project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Data Warehouse project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Data Warehouse Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Data Warehouse Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Data Warehouse project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Data Warehouse project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Data Warehouse project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Data Warehouse project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Data Warehouse project with this in-depth Data Warehouse Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Warehouse projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Data Warehouse and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Data Warehouse investments work better.

This Data Warehouse All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.