How to bid milestones and deliverables for a data warehousing project

  • Has anyone a template or workbook that isolates milestones and deliverables for a data warehousing project?

    At the beginning, with no documentation yet and no feasibility study, its hard to know

    how many transactional entities will be involved

    how difficult data integration will be

    how dirty the data will be, what to do with irrational dates, mistaken quantities and amounts or other source system errors

    how long will it take to load data

    should the warehouse be rebuilt from the ground up every x time periods (kill and fill)

    should the warehouse be rebuilt incrementally and how to account for the added complexity

    what dimensions should be role played

    what dimensions should be bridged (as in many to many)

    what complexity of MDX will be needed beyond out of the box functions

    what reports will look like

    what front ends will look like (SSRS or Excel or something else)

    (can you tell ive been burned before?)

    How is it possible to bid on a project without these details in hand?

    What client in their right mind would go hourly with so much unknown?

    What consultant in their right mind would go fixed price under the same conditions?

    thanks a lot

  • Run away unless this is hourly. Just run.

    Personally, I'd offer a semi-realistic plan based on their lack of data. Start with quoting them a 2 week period to examine their environment and intentions, to give you a baseline to quote a real system examination and a planning and research period contract.

    From those two weeks, draft up a contract to finish research and create technical documents and specifications from which to work on. At the end of the contract, they own the tech specs, and thus must pay you for your work. Based on the previous event, they should know if they want to purchase that.

    After THAT, and only after that, offer your services to build it.

    If they're not open to an iterative contract expectation and re-approval, I'd bail, quickly and without remorse.


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  • I appreciate the guidance

    Thanks a ton.

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