| Baseline
Consulting regularly publishes articles and develops white
papers. These documents are designed to give executives
and practitioners insight to substantially improve the effectiveness
of their strategic information systems for business analytics,
data warehousing, data management, and data integration.
You can browse the complete list of articles and white papers below.
» View Business Analytics articles
and white papers
» View Data Warehousing articles
and white papers
» View Data Management articles
and white papers
» View Data Integration articles
and white papers
Business Analytics
2006 White Papers
Governance: A BI Best Practice. Use a very practical framework as a tool to design and communicate
the BI program governance. Establish BI guiding principles,
align decision-making bodies with decision areas, and define
oversight mechanisms. As business leaders work through the
steps of the framework, they build consensus on the need
for BI Governance, and develop a sense of ownership and
commitment.
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a copy
2006 Articles
Customer Management: A Matter
of Perspective. Are you sure your CRM investment
yields customer satisfaction? Find out why customer experience
realities are turning conventional CRM thinking inside out.
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a copy
Let’s Play Post Office! This paper describes the big difference data quality can
make to your business results. Learn how to engage and educate
end users about data quality using a scenario which aligns
customer record address data with USPS standards.
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a copy
Back to the Future: BI Governance. Not sure how your companies relies on BI? Discover how BI
governance can yield high-value returns from your BI investment.
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a copy
2005 Articles
Do-It-Yourself Tune-Up for
Your BI Environment. Is getting answers taking longer
than anticipated? Learn what you can do to rev up your sluggish
Bi environment.
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a copy
There’s More BI Behind
Your Credit Cards Than Customer Loyalty. Want more
profitable customer relationship? Learn how credit cards
could offer greater insight into driving customer profitability.
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a copy
Ten Mistakes to Avoid When
Estimating ROI for Business Intelligence. As the
ROI discussion grows louder, the mistakes also become more
apparent. This article outlines what we’ve seen to
be the most common missteps managers make in financially
justifying their business intelligence (BI) and data warehouse
programs. Article originally appeared in TDWI Quarterly,
Q1 2004.
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a copy
2004 White Papers
The Bottom Line on Bad Customer
Data. Do you know your data? Get insight into how
bad data is impacting your company and what you can do about
it. Learn how to identify where the bad data is and quantify
its impact. Discover approaches in determining the sources
and causes of bad data.
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a copy
E-mail Campaign Management:
Ten Best Practices. The ten best practices –
many of which apply to all marketing channels – will
help maximize intended results of using e-mail while minimizing
unintended consequences.
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a copy
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2004 Interviews
Finding the Vein of Pain:
Quantifying ROI for IT Initiatives. Evan Levy, Baseline
President and Co-Founder, focuses on the financial payback
of IT investments in his radio interview on SkyRadio.
» Listen
here
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2003 White Papers
Find ROI: Justifying –
and Re-justifying – Strategic IT Programs.
To find ROI, managers must understand that creating a protracted
business case is no longer enough. They must quantify the
projected payback of their proposed project and back up
their assertions with factual data. Only then can they –
and their companies – move forward with the confidence
that the project will be worth the investment.
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a copy
Customer Management: Whose
Line Is It? CRM is delivering on its sales and marketing
promise, but customers still defect. Why? The customer has
no real voice in the “relationship” and the
company is not looking for ways to walk a mile in the customer’s
shoes.
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a copy
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2002 White Papers
Turning CRM Project Lemons
into Lemonade. Learn the variables that push CRM
initiatives towards success or failure, the tactics used
to minimize the risks, and what you can do to re-align,
refocus, and reenergize CRM projects that have gone awry
by positioning CRM for success.
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a copy
Integrating CRM with ERP.
Understand how to evaluate proposals from ERP vendors against
“best of breed” CRM approaches. We include the
strategic criteria management should use when evaluating
these CRM solutions, and we present a best practices approach
to CRM implementation, with an emphasis on CRM – ERP
integration.
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a copy
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2002 Articles
Top Down or Bottom Up? One
Company’s CRM Roadmap. Find out: Where to start
with your CRM deployment; how to map CRM objectives to end
user and data requirements; and, lessons learned from a
CRM deployment case study. Originally appeared in DMReview,
October 2002.
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a copy
CRM Resurrection. The
five golden rules for revitalizing moribund initiatives
in a glacial economy. Article originally appeared in Intelligent
Enterprise, January 14, 2002.
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a copy
How to Choose CRM Software.
Don’t let vendor hype or the CFO’s golf buddy
drive your CRM decision. You need a plan based on business
requirements. Article originally appeared in ComputerWorld,
February 18, 2002.
» Request
a copy
Clickstreams Downstream: What’s
next for Clickstream Analysis. The business action
taken as a result of data analysis is imperative to derive
the benefit of BI. Article originally appeared in Teradata
Magazine, Spring 2002.
» Request
a copy
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Pre-2002 White Papers
The Lowdown on Data Mining.
Data mining is a high-yield but complex form of knowledge
discovery. Before you even think about using this technology,
make sure you know what it is, and what you need.
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a copy
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Data Warehousing
2006 White Papers
Data Warehouse Best Practices—An
Implementation Framework. Data warehousing implementation
projects can end up being highly complex and costly if you’re
not careful. While the platforms and technologies have evolved
over the years, some fundamental best practices have emerged
that can mean the difference between another legacy system
and a business solution. At Baseline, we use a simple implementation
framework to keep projects on track and accelerate delivery.
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a copy
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2006 Articles
Your Data: Right or Wrong. Do you think of your data warehouse as just another corporate
database? Find out why there’s more to database implementation
than designing physical data models and database administration.
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a copy
Give Me What I Mean –
Not What I Say. Are you delivering against requirements,
yet end users are still unsatisfied? Discover how to give
end users what they really need from their data warehouse.
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a copy
Outsource, Rightsource, or
Offshore? Managing Outsourced Development of Your
Data Warehouse. What are the real impacts of outsourcing
your data warehouse? Find out how to right-source your IT
organization and resources.
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a copy
Mr. Outsourcer? The Subsequent
Backlash Is Here to See You. IT departments often
assume that outsourced projects are less complex than in-house
projects. Baseline finds that management and people issues
actually render outsourced projects more complex, requiring
a higher degree of management and oversight. And data warehouses,
which are frequently viewed as strategic, up the ante in
terms of the need for rigor and expertise. Article originally
appeared in DMReview, Problem Solved column, March 2006.
» Request
a copy
Baseline on Data Warehouse
Appliances. Data warehouse out-of-the-box impossible
you say? Discover why a data warehouse appliance may be
the pre-fab way for you to deploy applications faster.
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a copy
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2005 White Papers
The Data Warehouse RFP. Understanding how to submit an RFP will not only guide your
vendors in delivering optimal responses, but will save you
a lot of work in evaluating the resulting proposals. This
report shows you: Why there is more to RFP preparation and
review than price comparisons; key metrics to consider when
comparing vendor solutions and technologies; a proven approach
and outline for an effective RFP.
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a copy
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2005 Articles
Earning the Grade: One Score-at-a-Time. Confident you’re on top of all aspects about your
business intelligence (BI) capabilities? Find out how to
monitor and measure to know for sure.
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a copy
5 Signs of an Aging Data Warehouse. Many of our data warehouses and marts have been in production
so long that we take them for granted. So, how do you know
when it’s time for a make over? Find out how to detect
the early signs of aging.
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a copy
A Nip and Tuck for Your Aging
Data Warehouse. Are you losing your competitive advantage
because of an aging data warehouse? Find out how to rejuvenate
your warehouse and breathe new life into ailing Bi implementations.
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a copy
Ten
Mistakes to Avoid When Considering Data Warehouse Alternatives. During the last couple of years, a number of new technologies
have attempted to attack the data deluge head-on: web services;
Enterprise Information Integration (EII); tool-based data
integration solutions; and enterprise service buses. This
10 Mistakes issue outlines what we’ve seen to be the
most common missteps technical teams make in the review
and selection of data warehouse alternatives. Article originally
appeared in TDWI Quarterly, April 2005.
» Request
a copy
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Pre-2002 Articles
Data Warehouse, Metadata,
and Middleware. This is a brief review of the fundamental
technologies that are comprised in a data warehouse. Understanding
these basics can help you sound intelligent with your colleagues
and vendors, and prevent some of the inevitable doubletalk
that occurs when technology staff and business people meet
to discuss business solutions.
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a copy
Questions to Ask Your Data
Warehouse Vendors. Even if you have a production
data warehouse, the constant of change is ever present.
So it’s a good thing to know who’s who. That
way, when it comes time to re-engineer, re-design, re-architect,
or re-vamp your data warehouse infrastructure, you’ll
know where to turn for help. Excerpted from e-Data by Jill
Dyche.
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a copy
Beating the Data Mart Blues.
Some companies that have paid distributed data dues are
thinking about consolidating onto centralized warehouses.
Here’s why you should.
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a copy
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Data Management
2006 Articles
MDM: The Year in Review. 2006 has been a big year for Master Data Management. We
thought we’d dedicate our year-end Problem Solved
column to some of the lessons we’ve learned from our
MDM customer projects. Article originally published in DMReview,
Problem Solved column, December 2006.
» Read
DMReview article
Enterprise View: Face to Face
with MDM. Baseline Consulting’s partners discuss
the impact of master data management and customer data integration
on data warehousing. This interview originally appeared
in Teradata Magazine, November 2006.
» Request
a copy
The Next Wave in Customer
Data Management. Without new practices, roles, handoffs,
and even language around data management, promising customer
data integration initiatives are headed for failure. Article
originally published in Intelligent Enterprise, July 2006.
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a copy
What People Are Asking About
Master Data Management. Is Master Data Management
a panacea or a Pandora’s box? Find out more about
what MDM can and can’t do for you.
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a copy
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2005 White Papers
Measuring the Value of Metadata. Ignoring the warning signs of missing metadata? This report
shows you: An approach to arriving at a value metric for
your company; a model to help predict metadata return; criteria
and techniques to use for measuring return and performance.
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a copy
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2005 Articles
Bigger Than the Data Warehouse:
Launching Your Information Center of Excellence. How’s your BI Competency Center doing? Could it be
delivering more? Explore why you may need the Information
Center of Excellence.
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a copy
When Data Models Are Not Enough. Consider your enterprise data model the holy grail? Discover
why data models may not be the panacea for all your data
maladies.
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a copy
Dial 411: Where is the Data? Not sure where to find your data or if it even exists? Find
out how metadata can ensure everyone is reading from the
same page.
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a copy
“Productionalizing”
Data Quality. Are you sure all that data you’re
provisioning is accurate? Learn why data quality is a process
and not a one-time project.
» Request
a copy
Are We There Yet? Quantifying
Data Management for BI. Have you checked under the
hood of your BI framework lately? Discover why there’s
more to delivering BI than your favorite reporting tool.
» Request
a copy
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Data Integration
2006 White Papers
The Challenges of Customer
Data Integration (CDI). The need to clean, manage,
process, and maintain customer data in a sustained and deliberate
way is emerging as more than a best practice, but a business
imperative. CDI projects, while technically complex, should
deliver meaningful customer data to the business at large.
It could mean nothing less than competitive advantage. Originally
published by DataFlux, 2006.
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a copy
A Taxonomy of Data Integration
Alternatives. Data integration has traditionally
been a challenge for IT practitioners who must support the
business’ need to analyze and process cross-functional
and heterogeneous data. As new data integration solutions
like CDI emerge, it’s a good time to take a look at
some classic and emerging solutions for data integration.
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a copy
Launching Your CDI Program:
The Pitch, the Plan, the People. Marrying incumbent
technologies, available skill sets, and business processes
with a new paradigm of “integration on demand”
means that launching a CDI effort is different, arguably
more specialized than other strategic IT programs. In this
paper, we describe the critical success factors to consider
when starting up CDI, involving larger master data management
(MDM) principles, but delivering business value incrementally
and quickly. White paper, sponsored by DataFlux, originally
published in 2006.
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a copy
Identity
Resolution: A Key to CDI Value. Customer Data Integration
(CDI) is rapidly becoming a key combination of practices,
techniques, and tools to effectively consolidate and manage
a unique view of your organization’s customers. Yet
how are these CDI applications able to handle the many possible
errors, variations, and anomalies in customer data? A powerful
concept called identity resolution provides an answer. White
paper, sponsored by Identity Systems, originally published
in October 2006.
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a copy
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2006 Articles
Synergy with SOA: What Data
Warehouse Professionals Should Know. A 2006 InformationWeek
survey of 120 business and technology professionals found
that 82 percent of respondents hoped to achieve increased
flexibility by moving to a service-oriented architecture
(SOA) framework. With the pervasiveness and promise of SOA,
it’s certain to affect not only operational but also
analytical systems. Here’s a compendium of SOA basics
that BI and data warehouse managers and practitioners should
know. Article originally appeared in TDWI Flashpoint, October
19, 2006.
» Request
a copy
Ten Mistakes to Avoid When
Planning Your CDI/MDM Project. Companies like Amgen,
Intuit, XO Communications, and Royal Bank of Canada have
all delivered early wins with customer master data, achieving
quantifiable and high-profile business breakthroughs. In
this Ten Mistakes to Avoid, we’ll outline what we’ve
seen to be the biggest barriers to successful customer data
integration and master data management (MDM) programs. Article
originally appeared in TDWI Quarterly, Q3 2006.
» Request
a copy
Building a Different CDI Team. Staffing your CDI project like your data warehouse, CRM,
or ERP teams? Discover why your CDI team should be different
from your traditional project development teams.
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a copy
Making CDI Work: An Implementation
Process. Believe in the promise of CDI but don’t
know where to start? Learn where to start and how to approach
your CDI implementation.
» Request
a copy
The Challenges of CDI: Data
Quality. Confident your customer data is integrated
across systems and organizations? Discover why it may not
be after all and what you can do about it.
» Request
a copy
EII and Your Data Warehouse:
Peaceful Coexistence. Do EII and Data Warehousing
compete or complement one another? Discover the possible
data integration alternatives you may have.
» Request
a copy
BI Without a Warehouse? Architectural
Alternatives for Data Integration. Does a lower-cost
alternative to data warehousing for data access sound like
nirvana to you? Discover the possible data integration alternatives
you may have.
» Request
a copy
Beyond the Data Warehouse:
Architectural Options for Data Integration. These
days the presumption that integrating data requires a centralized
platform is an increasingly debatable one. So where does
this leave the data warehouse? Discover the possible alternatives
you may have.
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a copy
Making the Case for CDI. As important as CDI is from a data integration standpoint,
its real value may be in automating and enforcing key processes
and job responsibilities that will enable a company to fund
and sustain the management of both customer and non-customer
data on behalf of the enterprise. Article originally appeared
in DMReview, 2006.
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a copy
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2005 White Papers
What Managers Need to Know
About CDI. End users are wild about their dashboards
but suspect of the data? This report shows you: What CDI
is and how it works; what critical success factors you should
consider in delivering effective CDI; how to approach CRM
from a fresh CDI perspective.
» Request
a copy
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