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Introduction

Business intelligence and data warehouse projects have a lot of information and artifacts, once the project wraps up. It is important to identify which of these need to be transferred to production support and which can be archived. Most of the documentation that was used and useful during the project should not be transferred. The key documents and information that should be transferred are as follows:

  1. Business information, such as:
    • Project Charter
    • Metadata and Conceptual Data Model
    • Frequently asked questions (derived from defect and enhancement register)
  2. Technical information, such as:
    • Technical architecture overview and design
    • Design standards
    • Security overview
    • Runbook for ETL
    • Data lineage from report to source data
    • Software support manual
    • Code repository
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