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www.tdwi.org/onsite

TDWI Onsite Education World-Class Business Intelligence and Data Warehousing Education in Your Environment

Cost-Effective. High-Impact. Convenient. Flexible.

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TDWI Onsite delivers the highest

quality business intelligence (BI) and

data warehousing (DW) education to your

location. For more than 10 years, TDWI

has offered onsite training for all levels in

your organization, so everyone involved in a

project shares a common knowledge base

and learns in support of the same corporate

objectives. Every TDWI Onsite course is

rich with business and technical concepts

as well as techniques that are proven in

practice. And every TDWI instructor is a

business intelligence and data warehousing

practitioner with real-world experience.

Benefits� Cost-Effective—Eliminate travel-related

expenses and get more for your training dollar

� High-Impact—Advance project goals

by giving your team an equivalent

understanding of core concepts

� Convenient—Schedule training when it

best accommodates your workload

� Flexible—Tailor training to your specific

needs and incorporate organization-

specific information

Our CoursesWe are committed to delivering a high-quality training experience. By carefully selecting, managing, and maintaining our course materials, we ensure consistent messages, common learning objectives, and up-to-date content. In addition to our core curriculum, we offer a range of special-skills, advanced topics, and hands-on training. Our course offerings are updated frequently to ensure that we offer the most current materials from the industry’s best instructors. Visit our Web site for recent additions: www.tdwi.org/onsite.

Our WorkshopsMake your training even more valuable with a workshop. Many of TDWI’s popular courses are available in this format. We set aside case study exercises and extend the course length to work hands-on with your projects and problems. Intermixing workshop activities with a traditional lecture format means you do more than hear about skills and techniques; you practice them. A team working together on your projects and problems gives the course material real meaning, improves teamwork, enhances communication, and produces results that are useful as the project moves forward.

Hands-On CoursesWe have expanded TDWI Onsite to offer hands-on courses. Formal lab exercises are conducted between lecture components in order to provide participants an opportunity to experience the fundamental features of leading technology tools. These labs are designed to allow participants to compare how each tool generally functions, its best features, and how well it integrates with your business intelligence and data warehousing solution.

CertificationThe Certified Business Intelligence Professional (CBIP) credential is a recognized professional achievement in business intelligence and data warehousing. This test-based certification is offered in five key specialties: Leadership and Management, Business Analytics, Data Analysis and Design, Data Integration, and Administration and Technology. To learn more, please visit www.cbipro.com.

BI Executive BriefingLeading companies of the future will include those that are best able to make the transition from data warehousing to business intelligence. For the greatest success, this important next step must be undertaken as a business initiative, not as an IT project. TDWI’s Business Intelligence Executive Briefing is designed to help both business leaders who want to get in the driver’s seat of BI and IT managers who are challenged to get the sponsorship and business participation that they need. For more information, see page 4.

Put TDWI’s Expertise to Work for You

TDWI Onsite Includes• Learning needs assessment and tailored training plans

• Pre-class discussion with a TDWI-certified instructor to ensure content is aligned with your training objectives

• Instructor-led training at your workplace or location of your choosing

• All course materials

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Our InstructorsOur instructors undergo rigorous selection and certification processes. All have distinguished themselves as leading business intelligence and data warehousing practitioners who bring real-world experience and expertise to every class.

TDWI Onsite InstructorsDean Abbott, Senior Consultant, The Modeling Agency

Maureen Clarry, CEO/President, CONNECT: The Knowledge Network

Jonathan Geiger, Executive Vice President, Intelligent Solutions, Inc.

Michael Gonzales, CBIP, President, HandsOn-BI, LLC

Karolyn Hepp, CBIP, Principal Consultant, Toguchi, LLC, and TDWI Fellow

Steve Hoberman, CBIP, Data Explorer, Steve Hoberman & Associates

Claudia Imhoff, President, Intelligent Solutions, Inc.

Charles Kaplan, CBIP, Director, DecisionPath Consulting

Deanne Larson, President, Larson & Associates

Lisa Loftis, Senior Vice President, Intelligent Solutions, Inc.

David Loshin, President, Knowledge Integrity, Inc.

Dan Merriman, President, Chapin Consulting Group, Inc.

Larissa Moss, President, Method Focus, Inc.

John O’Brien, CBIP, President and Executive Architect, Zukeran Technologies

Mark Peco, CBIP, Managing Partner, Camar Solutions, Inc.

Tony Rathburn, Senior Consultant, The Modeling Agency

Lorna Rickard, Chief Workforce Architect, CONNECT: The Knowledge Network

Paul Sheets, CBIP, Principal DW Consultant, DecisionPath Consulting

James Thomann, Ph.D., CBIP, Principal Consultant, DecisionPath Consulting, and TDWI Fellow

David Wells, CBIP, Director of Education, TDWI

Nancy Williams, CBIP, Vice President and Principal Consultant, DecisionPath Consulting

Onsite Course Offerings

Core Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 4· TDWI Data Warehousing Concepts and Principles

· TDWI Business Intelligence Fundamentals

· TDWI Data Warehousing Architectures

· TDWI Testing Techniques for Business Intelligence and Data Warehousing Systems

Leadership and Management . . . . . . . . . . . . . . . . . . . . 4 – 5· TDWI Business Intelligence Executive Briefing

· TDWI Program Assessment Workshop for Business Intelligence and Data Warehousing

· TDWI Quality Management Workshop

· Project Management for Data Warehousing

· Bringing Business and IT Together

· Program Management for Business Intelligence

Business Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 – 8· TDWI Business Basics for IT Professionals

· TDWI Enterprise Business Metrics

· Enterprise Business Metrics in Practice

· Fundamentals of Business Analytics

· CRM: Fundamentals, Strategy, and Implementation

· Predictive Analytics

· Data Mining Techniques, Tools, and Tactics

· Data Mining Application Workshop

Development Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . 9· Business Intelligence Roadmap

· Six Steps to a Sustainable Corporate Information Factory

· The BI Pathway Approach

Data Analysis and Design . . . . . . . . . . . . . . . . . . . . . . 9 – 10· TDWI Data Modeling

· TDWI Dimensional Data Modeling Primer

· Enterprise Data Modeling for Business Intelligence

· Data Modeling in Practice

· Intermediate and Advanced Techniques for Effective Data Modeling

· Data Profiling for Reingineering, Knowledge Discovery, and Information Quality

Data Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11· TDWI Data Integration Techniques

· TDWI Data Cleansing

· Architecture and Design of the Operational Data Store

· One Thing at a Time—An Evolutionary Approach to Metadata Management

Administration and Technology . . . . . . . . . . . . . . . . . 12 – 13· HandsOn-ETL™

· HandsOn-Data Integration™

· HandsOn-OLAP™

· HandsOn-Business Analytics™

· HandsOn-Advanced Analytics™

· HandsOn-Data Mining™

· HandsOn-Technology Architecture Workshop™

Certified Business Intelligence Professional . . . . . . . . . . . 14· TDWI Exam Prep for the Certified Business Intelligence Professional (CBIP)

For in-depth course descriptions, please visit: www.tdwi.org/onsite

FOR MORE INFORMATION, PLEASE CONTACT:

Yvonne M. Baho

Director, Onsite Education, TDWI

64 Prospect Street, Lunenburg, MA 01462

Phone: 978.582.7105

Fax: 978.582.0184

E-mail: [email protected]

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Onsite Course OfferingsCore SkillsCore Skills include the fundamental

knowledge and abilities that are essential

to every member of a business intelligence

or data warehousing team. The body

of knowledge for this area ranges from

business drivers and value to strategies

for technology implementation. Common

applications, architectures, and approaches

are within the core set of knowledge.

For individuals, this knowledge is the

foundation upon which more advanced

skills are developed. For teams, shared

concepts, common terminology, and mutual

understanding are among the basics of

effective teamwork.

TDWI Data Warehousing Concepts and Principles: An Introduction to the Field of Data Warehousing

One-Day Course

YOU WILL LEARN:• Basic concepts of data warehousing

• Common language, terminology, and definitions in data warehousing

• Key factors that contribute to data warehousing success

• Risk factors for data warehousing projects

• Common approaches to data warehousing architecture

• Data warehousing roles and responsibilities

• Data warehousing development concepts and best practices

• Data warehousing operations and administration considerations

GEARED TO:• Anyone new to data warehousing; data

warehousing teams that need to develop a common base of concepts and terminology; and data warehousing team members who need to understand the roles and responsibilities of others on their team

TDWI Business Intelligence Fundamentals: From Data Warehousing to Business Impact

One-Day Course

YOU WILL LEARN:• The factors that contribute to maximum

business value

• Six common kinds of BI/DW business applications

• Key elements and common applications of business analytics

• The roles of dashboards, scorecards, and analytic applications

• The relationships between business intelligence and data warehousing

• Components of the business intelligence infrastructure—people, processes, and technologies

• Best practices and common mistakes in business intelligence programs

GEARED TO:• Anyone with a role in business intelligence

programs; data warehousing managers and leaders who are seeking to increase the value delivered from the data warehouse; business and technical people who need to work together to implement business intelligence; and teams who need to develop a common base of concepts and terminology for business intelligence

TDWI Data Warehousing Architectures: Choosing the Right Data Warehousing Approach

This course assumes basic understanding of data warehousing concepts.

One-Day Course or Two-Day Workshop

YOU WILL LEARN:• Various data warehousing architectures

• To distinguish between top-down, bottom-up, and hybrid methodologies

• The dependencies between architectures and methodology

• To assess cost, value, and time-to-delivery implications of various approaches

• A systematic approach to determine the best-fit architecture and methodology for your data warehousing program

GEARED TO:• BI/DW program and project managers; data

architects; anyone who participates in making architecture and methodology decisions; anyone who needs to understand the differences between the various approaches

EXTENDED WORKSHOP By taking this course as a two-day workshop, you will learn through practice:

• Architecture perceptions

• Defining the scope of architecture

• Assessing your current architecture

• Evaluating the factors that drive architecture decisions

• Describing and contrasting architectural alternatives

• Quantifying architecture strengths and weaknesses based on your needs

• Choosing the right data warehousing approach for your organization

(For a description of TDWI’s workshop approach, see page 1.)

4For in-depth course descriptions, please visit: www.tdwi.org/onsite

TDWI Testing Techniques for Business Intelligence and Data Warehousing Systems: A Foundation for Quality

This course assumes basic understanding of business intelligence and data warehousing.


YOU WILL LEARN:• The difference between quality assurance (QA)

and quality control (QC)

• How QA and QC apply to quality management for business intelligence and data warehousing

• The role of testing in quality management—what it does and doesn’t do

• The differences between business intelligence testing and conventional software testing

• More than 80 distinct kinds of business intelligence deliverables that can be tested

• Seven classes of testing techniques

• Methods to determine what, when, and how to test

• How to apply testing throughout the business intelligence lifecycle

• Techniques for pragmatic testing, including test planning, test case management, risk-based testing, computer-assisted testing, and time-boxed testing

GEARED TO:• Program managers and project managers;

BI/DW architects, designers, and developers; and BI/DW technical and support staff

EXTENDED WORKSHOP By taking this course as a two-day workshop, you will learn through practice:

• Determining the scope of testing

• Deciding what and when to test

• Choosing testing techniques

• Defining the test environment

• Building test cases


Leadership and ManagementLeadership and Management is a key

success factor for business intelligence

programs and projects, with a strong

focus on effectively integrating people,

processes, and technology to deliver

business value. The field requires in-depth

process knowledge, including development

methodology, program management,

and project management, as well as

organizational and team-building skills. An

understanding of business topics such as

business performance management (BPM),

customer relationship management (CRM),

and supply chain management (SCM) is also

needed. High-level technical understanding

of BI applications and data warehousing

concepts is part of the Leadership and

Management body of knowledge.

TDWI Business Intelligence Executive Briefing

Three-Hour Briefing

This survey of the BI landscape provides a business-oriented, non-technical explanation of all facets of BI from data integration to business application. Starting from a business perspective, and based on the premise that value is realized only through positive business results, the briefing discusses many application areas for BI analytics including CRM, BPM, SCM, and more. Data warehousing is discussed briefly, primarily as an enabler of business intelligence. Critical processes and disciplines for effective business intelligence are described, including program management, governance, change management, and information quality. The many roles of business intelligence are described and discussed as they relate to optimal organization structures. Value realization and data warehousing to business intelligence transition are prominent themes throughout. Key topics include differences between data warehousing and BI, understanding the BI business case, and BI best practices.

TDWI Program Assessment Workshop for Business Intelligence and Data Warehousing

This workshop assumes you have one or more roles in a business intelligence or data warehousing program.

Two-Day Workshop

YOU WILL LEARN:• The similarities and differences between

assessment for readiness, audit, and review

• Tools and techniques for business intelligence assessment

• Tools and techniques for data warehousing assessment

• Tools and techniques for organization and skills (OAS) assessment

• Tools and techniques for quality, service, and value (QSV) assessment

• How to analyze assessment results to identify strength, weakness, and risk

• Ways to leverage strength, remediate weakness, and mitigate risk

• The what, why, and how of periodic assessment as a part of program management

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GEARED TO:• Business intelligence and data warehousing

program sponsors; business intelligence and data warehousing program and project managers; business managers who depend on business intelligence and data warehousing solutions; business analysts and knowledge workers; and business intelligence and data warehousing technical staff

TDWI Quality Management Workshop: Total Quality Management for Data Warehousing

This workshop assumes basic understanding of data warehousing concepts.

One-Day Workshop

PARTICIPANTS IN THIS WORKSHOP WILL DEVELOP:• An understanding of dimensions of data

warehousing quality, business quality, information quality, and technical quality

• Knowledge of the factors that contribute to quality for each dimension

• An appreciation for the role of measures and metrics in quality management

• A priority-sequenced list of the areas needing active quality management

• Defined measures and metrics for the highest-priority quality management areas

• A plan for continuous quality improvement

GEARED TO:• IT managers; technical support staff; data/

database administrators; help desk personnel; and data analysts

Project Management for Data Warehousing


Two-Day Course

YOU WILL LEARN:• The differences between traditional projects

and data warehousing projects

• How to create a scope for a data warehousing project

• The roles of the participants in a data warehousing project and their required skills

• The methodology for building the different components of the environment

• The business benefits, ROI, and organizational implications of managing data as a resource

• How to develop a detailed data warehousing project plan

GEARED TO:• Data warehousing program and project

managers; data warehousing developers

Bringing Business and IT Together: Pitfalls and Paths to Organizational Partnership

Two-Day Course

YOU WILL LEARN:• How to address issues systemically rather

than personally

• The multiplicity of roles each of us plays in business intelligence, and more effective behavior for each role

• Why cross-functional involvement is critical in business intelligence

• Concrete strategies for working more constructively across organizational silos

• A unique framework for seeing roles and accountabilities in more effective ways

• How to overcome organizational barriers for effective governance and prioritization

GEARED TO:• Business people who want to improve

IT’s ability to deliver

• IT people who want to increase the business intelligence initiative’s success rate

• Business intelligence project or program managers

• Business intelligence participants who want to make a solid relationship even better

• Technical staff struggling to make sense of organizational dynamics

Program Management for Business Intelligence NEW!

This course assumes basic knowledge and understanding of business intelligence concepts.

Two-Day Course

YOU WILL LEARN:• The importance of program management

for effective BI development, deployment, operation, and administration

• Major functions of environment management including governance, infrastructure management, centers of excellence, quality management, application management, and metadata management

• How to develop and manage to service- level agreements

• How to manage growth and change throughout the BI lifecycle

• How to enhance the business value of BI systems

GEARED TO:• BI and data warehousing program sponsors;

program and project managers; and business managers involved in BI and data warehousing programs and projects


Business AnalyticsBusiness Analytics focuses on the

effective use of data and information to

drive positive business actions. The body

of knowledge for this area includes both

business and technical topics, including

concepts of performance management,

definition and delivery of business metrics,

data visualization, and deployment and

use of technology solutions such as

OLAP, dashboards, scorecards, analytic

applications, and data mining.

TDWI Business Basics for IT Professionals: Essentials for Business Literacy NEW!

TDWI CRM Basics for IT Professionals NEW!

Half-Day Module

YOU WILL LEARN:• The business role of CRM and the components

of a comprehensive CRM strategy

• Terminology and metrics common to CRM

• Common CRM activities, both non-technical and technical

• How to manage factors that can throw your CRM program off track

• Roles and uses of technology in an integrated customer information environment

• Characteristics of CRM culture

TDWI BPM Basics for IT Professionals NEW!

Half-Day Module

YOU WILL LEARN:• Terminology and definitions used to describe

business process management (BPM)

• Two common forms of BPM and how they are related

• The business roles and importance of BPM

• How BPM is related to business intelligence

• Approaches and strategies for implementation

• Organizational considerations for achieving success

TDWI SCM Basics for IT Professionals NEW!

Half-Day Module

YOU WILL LEARN:• The business purpose and components of

supply chains

• Activities used to design, implement, and manage supply chains

• How supply chain management (SCM) is related to other business strategies such as BPM and CRM

• About the SCOR reference model

TDWI Workforce and Operations Basics for IT Professionals NEW!

Half-Day Module

YOU WILL LEARN:• The strategic and tactical roles of workforce

and operations analytics

• Terminology, activities, and metrics of workforce management

• Terminology, activities, and metrics common to operations management

• How workforce and operations analytics fit with BPM, CRM, and other performance management disciplines

• How business intelligence relates to and supports workforce management and operations management

TDWI Business Basics for IT Professionals is available as a two-day course. Alternatively, for shorter duration or to focus on specific areas of business basics, you may choose any combination of the following half-day modules.

Two-Day Course

YOU WILL LEARN:• Concepts, terminology, and business considerations of:

– BPM (both as business process management and as business performance management)– Customer relationship management (CRM)– Supply chain management (SCM)– Workforce management (also known as human capital management or HCM)– Operations management

• Who in the business practices each of these management disciplines and why

• How business analytics and BI technology support these management disciplines

GEARED TO:• IT people with an interest in business management and business analytics

• BI and DW team members who need to know more about business

• BI and DW consultants who bridge business needs with technology solutions

• Data architects and data modelers who need new skills to design for business analytics

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TDWI Enterprise Business Metrics: Designing Integrated Business Metrics for the Enterprise NEW!

This course works well with Enterprise Business Metrics in Practice.

One-Day Course

YOU WILL LEARN:• How and why metrics bring new challenges to

data integration

• How to identify and manage classes of metrics that span an enterprise

• How to define a comprehensive collection of business metrics that serve diverse information needs, communities of interest, and management approaches

• How to design for cohesion, assure consistency, and avoid conflict of metrics while serving a variety of business measurement needs

• How to use communities of interest, management disciplines, business domains, external drivers, internal perspectives, and measurement subjects to manage a catalog of business metrics

GEARED TO:• BI program and project managers; business

managers who depend on metrics; developers of dashboards and scorecards; data stewards and data administrators; and data modelers

Enterprise Business Metrics in Practice: Using Metrics to Maximize Business Performance NEW!

This course works well with TDWI Enterprise Business Metrics.

One-Day Interactive Course or Two-Day Workshop

YOU WILL LEARN:• How to define and use business metrics to

improve business performance via major business and IT initiatives

• How to quantify and continually improve the business value enabled by DW/BI

• Best practices that can be used by joint business and IT teams to define business metrics, processes, and mechanisms (e.g., dashboards, scorecards, reports)

• Techniques for defining an integrated set of core “value metrics” that quantify bottom-line impact and “analysis metrics” that provide critical insight for identifying and diagnosing potential problems

• Methods for integrating new business metrics and processes with existing business performance management methodologies such as Balanced Scorecard and Six Sigma

GEARED TO:• BI program and project managers; business

managers who utilize business metrics; business analysts; developers of dashboards and scorecards; data stewards and data administrators; and finance professionals who support business performance programs

Note: It is recommended, but not required, that representatives from the business organizations that will be using the metrics participate in the session.

Fundamentals of Business Analytics

This course assumes understanding of relational database terms.

One-Day Course

YOU WILL LEARN:• Best practices, in both data and technical

architectures, for implementing a successful BI strategy

• The core components to effective query and reporting, OLAP, BI portals, data mining, metadata, spatial analysis, real-time DW, and more

• The right application of atomic-level data, star schemas, and the following OLAP structures and techniques:

— MOLAP

— HOLAP

— ROLAP

• How to effectively apply leading BI tools, including Hyperion Essbase, Cognos, MicroStrategy Intelligence Server, and Microsoft Analysis Services

• The application of data mining, including pure-play technologies like SAS as well as in-database data mining from Oracle, Microsoft, and DB2

• The application of advanced visualization tools and techniques

• The application and importance of spatial data and spatial analysis

• Understanding the implications of zero-latency (ZLE) and real-time data warehousing

GEARED TO:• DW project planners; data architects;

and anyone involved in the design and construction of a BI solution for an enterprise

CRM: Fundamentals, Strategy, and Implementation

Two-Day Course

YOU WILL LEARN:• The nature of the extended enterprise and

the forces shaping it

• A comprehensive, product-independent definition of customer relationship management (CRM)

• How the consumer and the enterprise interact in the customer lifecycle

• How to align business functions for CRM

• Current issues surrounding consumer privacy and how permission marketing addresses these concerns

• How to apply technology in support of CRM in business operations, business intelligence, and business management

• How enterprises in a variety of industries are benefiting from CRM

• How to get started with CRM in your business

• CRM best practices, strategies, tactics, and techniques

• Common pitfalls to avoid

• CRM critical success factors

GEARED TO:• Business leaders considering or deploying a

CRM program; CIOs; business intelligence and data warehousing program and project managers; and data warehousing and information technology professionals involved in CRM initiatives


Predictive Analytics: An Intensive Overview of Strategy, Application, and Best Practices for Data Mining

Two-Day Course

YOU WILL LEARN:• Basic principles and terminology for

predictive analytics

• Who is utilizing predictive analytics and why

• Common project pitfalls and how to avoid them

• Project deployment, performance, and maintenance issues

• How to define business objectives for a decision-support system

• How to get started

GEARED TO:• IT/IS executives and managers: CIOs, CKOs,

CTOs, functional officers, technical directors, and project managers

• Line-of-business executives and functional managers: risk managers, customer relationship managers, business forecasters, inventory flow analysts, financial forecasters, direct marketing analysts, medical diagnostic analysts, and e-commerce company executives

• Technology planners who survey emerging technologies in order to prioritize corporate investment

• Consultants whose competitive environment is intensifying and whose success requires competency with data mining and related emerging information technologies

Data Mining Techniques, Tools, and Tactics

Prerequisite: Predictive Analytics (recommended)

Two-Day Course

YOU WILL LEARN:• The data mining process and

general implementation

• How to prepare raw data and benefit from visualization

• Various data mining methods and how they compare

• Advanced model-building techniques

• Results analysis and validation

• Technology and product selection

• Solution integration, ongoing performance, and maintenance

• Where to begin and how to obtain resources and support

GEARED TO:• IT professionals who wish to expand their skills

in this increasingly visible area within the corporate IT agenda

• Project leaders who must report on developmental progress, resource requirements, and system performance

• Decision-support system architects who require a solid understanding of the infrastructures required for supporting a data mining solution

• Business analysts who must develop and interpret the models, communicate the results, and make actionable recommendations

• Functional analysts: customer relationship managers, risk analysts, business forecasters, statistical analysts, inventory flow analysts, direct marketing analysts, medical diagnostic analysts, market timers, e-commerce system architects, and Web data analysts

Data Mining Application Workshop

Prerequisite: Predictive Analytics (recommended); Data Mining Techniques, Tools, and Tactics (required)

One-Day Workshop

YOU WILL LEARN:• Hands-on experience through the data mining

process via a staged progression of exercises using application data

• First-hand, vendor-neutral exposure to various data mining tools

• Real-world perspective of data preparation for data mining, model optimization, and results interpretation

• Cross-learning through team exercise comparisons to reveal what worked, what didn’t, and why

• Development processes

GEARED TO:• Data mining techniques, tools, and tactics

participants with an interest in applying first-hand the methods and techniques presented and illustrated in the course

• Data mining practitioners who wish to expand their skills and analytical toolbox as well as hone proficiencies in maneuvering around data mining obstacles that stand in the way of superior model accuracy

• Business analysts who must develop and interpret models, communicate results, and make actionable recommendations

• Functional analysts: customer relationship managers, risk analysts, business forecasters, statistical analysts, inventory flow analysts, direct marketing analysts, medical diagnostic analysts, market timers, e-commerce systems architects, and Web data analysts

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Development ProcessesDevelopment Processes are the learnable

and repeatable approaches to building

and deploying BI and data warehousing

systems. Activities, techniques, and results

from planning through implementation

are important elements of development

processes. Teamwork, quality, and speed

of development all benefit from shared

processes throughout a BI program.

Business Intelligence Roadmap: The Complete Project Lifecycle for Decision-Support Applications

This course assumes basic understanding of business intelligence and data warehousing.

Two-Day Course

YOU WILL LEARN:• Why traditional “waterfall” methodologies do

not work for business intelligence and data warehousing projects

• Project activities, deliverables, roles, and responsibilities for 16 development steps specifically designed for business intelligence and data warehousing projects

• How to deploy applications in incremental software releases

• How to create an appropriate work breakdown structure

• How to maximize the skills and talents of the project team members through self-organizing team structures

GEARED TO:• Managers and developers

Six Steps to a Sustainable Corporate Information Factory

One-Day Course

YOU WILL LEARN:• Methodology for developing a successful

corporate information factory

• Roles and responsibilities for the implementation team

• Project planning activities and resource estimate considerations

GEARED TO:• Project leaders and data warehousing

practitioners

The BI Pathway Approach: Delivering BI for Business Value

This course assumes basic understanding of business intelligence and data warehousing fundamentals.

Two-Day Course

YOU WILL LEARN:• Straightforward, business-oriented

methods for identifying high-impact business intelligence and data warehousing opportunities and the associated business information requirements

• How to use BI-focused architectures to align and integrate business intelligence and data warehousing information delivery with strategic, tactical, and operational business processes that drive business value

• How to use the BI Pathway approach to guide business intelligence and data warehousing development, deployment, and integration with key, high-impact business processes

• How to manage rapid data mart delivery within overarching BI-focused architectures and the BI Pathway

• How to approach key topics and techniques such as the use of prototypes, achieving sponsor/business user commitment, and evolving the business intelligence and data warehousing environment over time to maintain business value

GEARED TO:• Program managers; project managers;

business analysts; data designers and architects; business managers and knowledge workers; ETL designers and developers; and business intelligence application designers and developers

Data Analysis and DesignData Analysis and Design provides the

foundation for delivery of BI applications.

Analysis concentrates on understanding

business needs for data and information.

Design focuses on translating business

information needs into data structures that

are adaptable, extensible, and sustainable.

Core skills include information needs

analysis, specification of business metrics,

and data modeling. Solid understanding of

data warehousing concepts, architectures,

and processes is also essential.

TDWI Data Modeling: Data Analysis and Design for BI and Data Warehousing Systems NEW!

This course assumes basic understanding of data warehousing fundamentals.

Two-Day Course or Four-Day Workshop

YOU WILL LEARN:• Modeling techniques to gather

business requirements

• Differences in modeling approaches for business transactions, business events, and business metrics

• Semantic and subject modeling techniques for the big-picture view

• Relational modeling skills and when to apply them

• Dimensional modeling skills and when to apply them

• State-transition modeling skills and when to apply them

• The role of normalization in data warehousing and business intelligence systems

• How time-variant data is represented in data models

• Optimization techniques for warehousing data stores

• Applied data modeling for data warehouses, data marts, and analytic applications


GEARED TO:• Data architects; data modelers; project

and program managers; DSS and analytics developers; and business people with data warehousing and business intelligence roles

EXTENDED WORKSHOP:By taking this course as a four-day workshop, you will learn through practice:

• Business domain modeling

• Subject area modeling

• Fact/qualifier analysis

• Business metrics modeling

• Dimensional data modeling

• Developing data cleansing rules

• Star-schema design


TDWI Dimensional Data Modeling Primer: From Requirements to Business Analytics

One-Day Course

YOU WILL LEARN:• Concepts of dimensional data modeling

• The relationship between business metrics and dimensional data

• Similarities and differences between relational and dimensional data models

• Requirements-gathering techniques for business metrics and dimensional data

• How to build a logical dimensional model

• How to translate a logical dimensional model to a star-schema design

• How dimensional data is used to deliver business analytics and OLAP capabilities

GEARED TO:• Data architects; data mart developers; business

analysts; and business intelligence and data warehousing program and project managers

Enterprise Data Modeling for Business Intelligence NEW!

One-Day Course

YOU WILL LEARN:• Why so many EDM efforts failed in the past

and why they are more successful today

• How data quality, master data management, and data warehouse initiatives are leveraging EDMs for big-picture understanding and planning

• How the level of detail, abstraction, time, and function influence the EDM

• Top 10 ingredients for success and top 10 pitfalls to avoid

• Three approaches to building an EDM, and the roles and skills required for each approach

GEARED TO:• Program and project managers; business and

functional analysts; architects; developers; and data modelers

Data Modeling in Practice

This workshop assumes a working knowledge of common data modeling techniques.

Two-Day Case Study–Based Workshop

YOU WILL LEARN:• What assumptions to make when

working with incomplete requirements or unrealistic timelines

• How to leverage the strengths of fellow team members

• How to validate requirements without a data model

• Which modeling shortcuts work and which shortcuts rapidly turn into nightmares

• How to balance ease of maintenance versus user friendliness in your data mart design

GEARED TO:• Data architects; analysts; modelers; and

project managers

Intermediate and Advanced Techniques for Effective Data Modeling

This course assumes understanding of entity-relationship and dimensional modeling basics.

Two-Day Course

YOU WILL LEARN:• How to build subject area models that

communicate how the business works, how information will be used to answer key business questions, and how proposed data marts fit within an existing data warehousing architecture

• Ten practical steps to normalize your logical data model to identify key business rules

• A proven technique for determining where in your physical data model you should denormalize,

and which of several denormalization options would be most appropriate

• Where it is most beneficial to accommodate extra flexibility into your model

• Ways to leverage universal models

• How to build and where to apply several templates to capture and validate data requirements

• A “Top 10” list of criteria to apply against your model to ensure its high quality

• A number of challenging design situations, including when to use surrogate keys and variations of slowly changing dimensions

GEARED TO:• Data architects; analysts; modelers; and

analysts, designers, and developers who validate and implement the logical and physical data models

Data Profiling for Reengineering, Knowledge Discovery, and Information Quality

One-Day Course

YOU WILL LEARN:• Exposing embedded information secrets—

how data domains, business rules, implicit tables, and relational structure are buried inside your data

• Data profiling methods—attribute analysis, dependency analysis, and redundancy analysis

• The underlying technology that makes it work; complexity and performance issues

• Embedded structure—how data profiling can expose embedded tables, identify relationships across tables, and validate referential integrity

• Extracting and documenting discovered business rules

• Data validation—using the results of data profiling to validate data

• Ongoing monitoring—using profiling to define metrics for continuous information quality monitoring

• What to look for in data profiling tools

GEARED TO:• Anyone with a role in a DW, BI, data

reengineering, data integration, or information quality projects

11

Data IntegrationData Integration is fundamental to data

warehousing and is a vital process for a

rich and robust data resource to deliver BI

solutions. Integration includes all of the

activities necessary to acquire data from

sources and to transform and cleanse

the data. The body of knowledge includes

concepts and skills for source data analysis

and source qualification, data profiling,

source/target mapping, data cleansing and

transformation, and ETL development.

TDWI Data Integration Techniques: ETL and Alternatives for Data Consolidation NEW!

One-Day Course

YOU WILL LEARN:• Analysis techniques to capture data integration

requirements, including those for source data, data consolidation, data quality, data granularity, data currency, and historical data

• How the alphabet soup of integration technologies—ETL, EII, EAI, MDM, and CDI—fits into overall data integration architecture

• Design techniques for the mainstream of data integration, including source-to-target mapping, source data capture, data transformation and cleansing, and database loading

• Techniques to enrich the data integration design with processes for automated scheduling, execution monitoring, metadata capture, restart and recovery, and more

• Tips to design for the complex issues of data integration, including detecting data changes, identifying data quality defects, managing complex schedule dependencies, meeting real-time data demands, and more

GEARED TO:• BI and data warehousing architects;

data integration process designers and developers; and BI and data warehousing program and project managers

TDWI Data Cleansing: Delivering High-Quality Warehouse Data

This course assumes basic understanding of data warehousing fundamentals.


YOU WILL LEARN:• The components of a data quality plan

• Rules for data integrity and data correctness

• The roles of defect detection, correction, and prevention

• To make informed choices between source data cleansing and target data cleansing

• To customize a data quality plan to your needs and environment

GEARED TO:• Data warehousing designers and

developers; data warehousing program and project managers; and data warehousing administrators

EXTENDED WORKSHOP:By taking this course as a two-day workshop, you will learn through practice:

• Data quality perceptions

• Setting the scope of effort for data cleansing

• Understanding data quality rules

• Identifying data quality rules

• Expressing data quality rules

• Developing data cleansing rules

• Developing a data quality plan


Architecture and Design of the Operational Data Store (Architecture for Near Real Time)


Two-Day Course

YOU WILL LEARN:• Architectural differences between legacy

systems, operational data stores (ODS), data warehouses, and data marts

• Classes of the operational data store

• How organizations are implementing the ODS for business management solutions

• Methodology, including data and process modeling approaches, for building the ODS

• Architectural approaches for the ODS

• Quality issues in the ODS

• Industry examples

• To avoid architectural chaos surrounding the ODS

GEARED TO:• Data warehousing program and project

managers; data warehousing architects; and data warehousing developers

One Thing at a Time—An Evolutionary Approach to Metadata Management

This course assumes basic knowledge of data warehousing fundamentals.

One-Day Course

YOU WILL LEARN:• The role of metadata in supporting

data warehousing

• A phased approach for a metadata management strategy, using existing tools in its initial iteration

• How to develop a pragmatic metadata program around specific business/technical uses for metadata

GEARED TO:• Managers and analysts responsible for

data warehousing efforts or metadata management programs


Administration and TechnologyAdministration and Technology covers

those areas related to managing the

infrastructure and ensuring continuous

operation of business intelligence and

data warehousing solutions. Technology

architecture, technology planning and

configuration, system and network

administration, capacity planning, growth

management, database administration,

system and network administration, and

access and security administration are

essential skills in this area.

HandsOn-ETL™

This course assumes understanding of relational database and DW terms and concepts.

One-Day Course

YOU WILL LEARN:• Best practices, in both data and technical

architectures, for implementing a successful extraction, transformation, and loading process

• The core components to effective ETL processes

• Through extensive lab exercises, you will gain hands-on experience with leading ETL tools, including:– Ascential Software DataStage– Microsoft SQL Server Integration Services– Syncsort’s DMExpress High

Performance Program– Oracle Warehouse Builder– DFD-Pro Data Flow Diagramming Utility– Other (the combination of products is based

on availability)

• How and when to effectively apply leading ETL tools

• How to compare and contrast ETL features in order to make the best decision for your organization

GEARED TO:• Anyone involved in the selection of ETL

technology; those involved in the design and construction of extraction, transformation, and loading of a DW

HandsOn-Data Integration™ NEW!

One-Day Course

YOU WILL LEARN:• The best practices for designing data integration

solutions to address modern BI solutions

• Core components to modern data integration technologies and techniques, including in-flight enrichment, Web services, data quality, and master data management

• Through extensive lab exercises, you will gain hands-on experience with leading BI tools, including:– Microsoft SQL Server Integration Services– DMExpress from SyncSort

- Oracle Warehouse Builder- IBM’s Ascential Data Stage- Hyperion Master Data Management- Trillium Data Quality

• How and when to effectively apply these tools

GEARED TO:• Anyone involved in the product selection,

design, and implementation of data integration technology

HandsOn-OLAP™

This course assumes basic understanding of relational database and data warehousing terms and concepts.

One-Day Course

YOU WILL LEARN:• The best practices, in both data and technical

architectures, for implementing an OLAP strategy

• The core components to effective OLAP and more

• Through extensive lab exercises, you will gain hands-on experience with leading OLAP tools such as: – MOLAP: using Hyperion Essbase and

Cognos PowerPlay – HOLAP: using MS Analysis Services– ROLAP: using MicroStrategy

Intelligence Server

• The right application of atomic-level data, star schemas, and MOLAP cubes

• How to effectively apply leading OLAP tools, including MS Analysis Services, Hyperion Essbase, MicroStrategy, and Cognos

• OLAP Exploratory Data Mining with PolyVista

• To compare and contrast OLAP features in order to make the best decision for your organization

GEARED TO:• Anyone involved in the product selection,

design, and/or construction of multidimensional data access methods for the organization

Hands-On CoursesThese labs are designed to allow participants to compare how each tool generally functions, its best features, and how well it integrates with your business intelligence and data warehousing solution. Formal lab exercises are conducted between lecture components in order to provide participants an opportunity to experience the fundamental features of leading technology tools.

13

HandsOn-Business Analytics™ NEW!

This course assumes understanding of relational database and data warehouse terms and concepts.

One-Day Course

YOU WILL LEARN:• The best practices for blending data

mining, dashboards, scorecards, advanced visualization, and spatial data technology into your BI environments

• The core components to effective spatial analysis, data mining, dashboards/scorecards, and visualization applications

• Through extensive lab exercises, you will gain hands-on experience with leading BI tools, including: – Microsoft Data Mining – Microsoft Scorecard– ESRI Business Analyst– PolyVista – Tableau

• How and when to effectively apply advanced BI technology in order to enhance your information content and analytical landscape

GEARED TO:• Anyone involved in the sponsorship,

management, design, and construction of BI solutions for an enterprise

HandsOn-Advanced Analytics™ UPDATED!

This course assumes basic understanding of the roles and uses of business intelligence and data warehousing technologies.

One-Day Course

YOU WILL LEARN:• Real-time analytics

– Human-machine intelligence– Establishing business rules engines– XML as an enabler

• Data mining– Enhancing the warehouse with in-database

data mining– Exploiting SQL data mining extensions– Exploratory OLAP mining– Advanced ETL transformation with mining

algorithms

• Spatial analysis– Enhancing the warehouse with in-database

spatial data– Exploiting SQL spatial extensions– Blending spatial analysis into typical BI

technology– Incorporating Web services

• Application development environment– Understanding the workbench

technology trends

GEARED TO:• Solution strategists; data architects;

consultants; BI/DW managers; and anyone who influences the decisions regarding the BI platform and/or those involved in its implementation

HandsOn-Data Mining™

This course assumes knowledge of data warehouse and BI terminology and concepts.

One-Day Course

YOU WILL LEARN:• How to establish data mining as an integral

component of the DW effort and BI solutions

• Why and when to implement data mining applications

• How to recognize data mining opportunities

• Technology/techniques that must be considered for effective data mining

• Through extensive lab exercises, you will gain hands-on experience with leading data mining tools, including: – PolyVista (Text Mining)– Microsoft SQL Server 2005 Data Mining– Teradata Warehouse Miner– SAS Enterprise Miner

GEARED TO:• Project managers; project sponsors; data

architects; and anyone who wants to understand (1) how data mining advances BI, (2) how to make mining a natural part of the warehouse effort, and (3) how to recognize a mining opportunity in your organization

HandsOn-Technology Architecture Workshop™ NEW!

This course assumes working knowledge of business intelligence and data warehousing; and a role in business intelligence or data warehousing program or project.

One-Day Course

YOU WILL LEARN:• The many dimensions of BI architecture and

techniques to approach them systemically

• How to choose between integrated- suite and best-of-breed approaches to technology selection

• How to separate “must-have” from “nice-to-have” technology

• How to distinguish between fact and fantasy in vendor product marketing

• Techniques to define roles, relationships, dependency, and compatibility among tools and technologies

• How to ensure that your technology architecture supports the business and data architectures for your program or project

GEARED TO:• The workshop is specifically oriented to

BI and DW teams who need to confidently define technology architecture that meets short-term needs and will scale to satisfy long-term requirements


CBIP Now Offered Onsite

The Certified Business Intelligence

Professional (CBIP) program is designed for

those who have knowledge and experience

within a particular specialty and need a

respected credential that communicates

that expertise to others. This exam-based

certification program tests industry

knowledge, skills, and experience within

five areas of specialization, providing the

most meaningful and credible certification

available in the industry. TDWI offers a course

that can be brought onsite, titled “TDWI Exam

Prep for the Certified Business Intelligence

Professional,” for those who are preparing to

take the examinations. Onsite testing is also

available by request. For more information

on CBIP, please visit www.cbipro.com.

TDWI Exam Prep for the Certified Business Intelligence Professional (CBIP)

One-Day Course

YOU WILL LEARN:• What makes CBIP a meaningful certification

• How to prepare for the exams

• The body of knowledge for each exam

• How to evaluate your readiness to take the exams

• How to use the exam software

• CBIP roles: yours, TDWI’s, and ICCP’s

GEARED TO:• Those who plan to take the exams

• Those who want to learn more before taking the exams

What Your Peers are Saying about TDWI Onsite

“Thank you again for all of your help in arranging this session…especially on such a quick

turnaround. I have been very impressed with the experience of arranging training through

TDWI. I have worked with several other vendors to arrange in-house training sessions, and

based on the customer service I received, will definitely consider TDWI again.”L. Hilbert-Trice, Director, CRM Training

American Cancer Society

“By bringing a customized version of a TDWI course in-house, we were able to take full

advantage of the deep expertise of the TDWI instructor while at the same time complementing

that with an internal perspective by some of our senior practitioners. Our participants not

only learned the content; they learned how the content will be applied in our company’s

context. Highly valuable!”R. Stern, Director of Training

Parson Consulting

“The TDWI Onsite training was outstanding. It allowed us the opportunity to provide our

data warehousing staff with a solid conceptual understanding of data warehousing

concepts, while at the same time allowing us to involve a broad range of campus

constituents, who gained from the class not only an appreciation of the benefits provided

by a data warehouse, but also the solid level of organizational commitment required to

make it successful.”D. Ross, Director, Application & Information Mgmt—ITS

California Polytechnic State University

“Training was excellent, and the instructor was outstanding! He was not only

knowledgeable about the subject matter but his industry insights

were invaluable.

He was also quite flexible about tailoring the TDWI material to our needs,

which made it all the more relevant to us. Overall, a successful two days

from our point of view.”U. Thakrar, Software Architect

Openwave Systems Inc.

FOR MORE INFORMATION

ABOUT TDWI ONSITE, CONTACT:

Yvonne M. BahoDirector, Onsite Education64 Prospect Street Lunenburg, MA 01462

Phone: 978.582.7105Fax: 978.582.0184E-mail: [email protected]/onsite

(07-2006)

Why choose TDWI Onsite?You need…1. Training tailored to your organization and environment

2. To train many employees at the same time without incurring travel expenses

3. To provide consistent training for your entire project team

4. Just-in-time training matched to your project and work schedules

5. Cohesion, continuity, and consistency among multiple courses

6. Consistent training for multiple, geographically dispersed work groups

7. Training to align with your objectives for workforce and skills development

8. A program that leads to certification of business intelligence professionals

9. To blend classroom training with workshops based on your

organization’s projects

10. An environment where open discussion of your organization’s projects and

issues is protected by TDWI’s commitment to privacy and non-disclosure

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