Cracking the code to successful conversions - review or define standards

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It is important to review any existing documents (maybe from previous projects) before re-inventing the wheel (standards and guidelines). My preference is to review existing standards with my customer and recommend any enhancements or additions that may be required for the conversion project. Consider locating the following:

1. Infrastructure guidelines - Usually found via the technical staff (systems personnel). Review for any gotchas, and include a report on usage of the intended platforms.

2. Database guidelines - Usually found via the database administrators or keepers of the production databases. This could be internal or external people.

3. Data modeling standards and guidelines - Usually found by talking with the enterprise data modeler or the manager of data management, and should include naming standards and entity/attribute definitions.

4. Change management standards and guidelines -  If this customer is in an "out-sourced" environment, find the person in charge of program/job execution.

5. Corporate best practices - Usually found in the data management group.

After reviewing all the above mentioned document, analyze for gaps. A gap could be any of the following:

1. They don't have any of these standards or guidelines, and need to include a few based on corporate requirements for this conversion project.

2. Just a few tweaks to existing documents may be all this project has to be in compliance.

3. Best practices may need to use industry examples.

Standards always seems like a waste of time, but are truly worth their weight in gold as the project progresses.

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About Author

Joyce Norris-Montanari

President of DBTech Solutions, Inc

Joyce Norris-Montanari, CBIP-CDMP, is president of DBTech Solutions, Inc. Joyce advises clients on all aspects of architectural integration, business intelligence and data management. Joyce advises clients about technology, including tools like ETL, profiling, database, quality and metadata. Joyce speaks frequently at data warehouse conferences and is a contributor to several trade publications. She co-authored Data Warehousing and E-Business (Wiley & Sons) with William H. Inmon and others. Joyce has managed and implemented data integrations, data warehouses and operational data stores in industries like education, pharmaceutical, restaurants, telecommunications, government, health care, financial, oil and gas, insurance, research and development and retail. She can be reached at jmontanari@earthlink.net.

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