{"id":157,"date":"2025-12-05T12:19:06","date_gmt":"2025-12-05T12:19:06","guid":{"rendered":"http:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/?page_id=157"},"modified":"2025-12-05T12:19:06","modified_gmt":"2025-12-05T12:19:06","slug":"planning-and-resourcing-a-bi-data-analytics-project","status":"publish","type":"page","link":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/planning-and-resourcing-a-bi-data-analytics-project\/","title":{"rendered":"PLANNING AND RESOURCING A BI \/ DATA ANALYTICS PROJECT"},"content":{"rendered":"\n

1. OBJECTIVE OF THE EXERCISE<\/h2>\n\n\n\n

Your group plays the role of a small consulting team hired to plan a Business Intelligence (BI) \/ data analytics project.

At the end of the exercise, you should be able to:
– Identify the main phases and tasks of a BI \/ data analytics project.
– Distribute roles and responsibilities according to team members\u2019 skills.
– Estimate costs, including person-hours, infrastructure, and maintenance.

Project duration: ca.<\/em> 4 months<\/p>\n\n\n\n

2. SCENARIO: BI ANALYTICS PROJECT<\/h2>\n\n\n\n

A hypothetical scenario to be adapted to your project.<\/strong><\/p>\n\n\n\n

UrbanFresh is a mid-sized company with 30 grocery stores. Management wants a BI solution to:
– Monitor daily sales and margins per store and product category.
– Analyse stock levels and wastage.
– Track customer behaviour via loyalty cards (frequency of visits, basket size, preferred categories).

Your team must propose:
1. A project plan (phases and main tasks).
2. A team structure and task distribution according to expertise.
3. A cost estimate (person-hours, infrastructure, and maintenance for the first year after go-live).<\/p>\n\n\n\n

3. ROLES AND DAILY RATES (REFERENCE)<\/h2>\n\n\n\n

Assume 1 working day = 8 hours.<\/p>\n\n\n\n

– Project Manager (PM)
  Responsibilities: planning, coordination, communication with stakeholders
  Daily rate: 800 \u20ac

– Data Engineer (DE)
  Responsibilities: data ingestion, ETL\/ELT, data warehouse \/ data lake implementation
  Daily rate: 700 \u20ac

– Data Analyst (DA)
  Responsibilities: requirements, KPIs, dashboard design, data analysis
  Daily rate: 600 \u20ac

– BI Developer (BI Dev)
  Responsibilities: dashboard implementation, reports, user training
  Daily rate: 600 \u20ac

– DevOps \/ Infrastructure Engineer (Infra)
  Responsibilities: cloud\/on-prem setup, monitoring, performance, security
  Daily rate: 700 \u20ac

You may combine roles (for example, one person can be both DE and BI Dev).<\/p>\n\n\n\n

4. INFRASTRUCTURE OPTIONS (REFERENCE)<\/h2>\n\n\n\n

Assume a cloud-fog-edge-based solution. Below are the estimates for cloud resource provisioning. You should estimate edge and fog costs based on the estimated resource consumption from the deployment exercise.

Option A (smaller):
– Cloud data warehouse: 800 \u20ac\/month
– Object storage (data lake): 200 \u20ac\/month
– BI tool licenses (10 users): 1,000 \u20ac\/month
– Monitoring and backup services: 300 \u20ac\/month

Option B (larger):
– Cloud data warehouse: 1,500 \u20ac\/month
– Object storage (data lake): 400 \u20ac\/month
– BI tool licenses (10 users): 1,800 \u20ac\/month
– Monitoring and backup services: 500 \u20ac\/month

Project duration: 4 months.
Maintenance period: 1 year after go-live.

Rule of thumb for maintenance person-hours:
Maintenance person-hours per year = 20% of initial project person-hours.<\/p>\n\n\n\n

5. TASK 1 \u2013 PROJECT PHASES AND MAIN TASKS<\/h2>\n\n\n\n

Define the main phases of the BI project and the key tasks in each phase.

Example phases (you can adapt):
– Project scoping and requirements
– Data architecture and infrastructure design
– Data integration (ETL \/ ELT)
– Analytics and dashboard development
– Deployment, training, and handover
– Operations and maintenance (post go-live)
<\/p>\n\n\n\n

Phase 1: _______________________________________________<\/p>\n\n\n\n

Main tasks:<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

Phase 2: _______________________________________________<\/p>\n\n\n\n

Main tasks:<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

Phase 3: _______________________________________________<\/p>\n\n\n\n

Main tasks:<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

Phase 4: _______________________________________________<\/p>\n\n\n\n

Main tasks:<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

Phase 5: _______________________________________________<\/p>\n\n\n\n

Main tasks:<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

Phase 6: _______________________________________________<\/p>\n\n\n\n

Main tasks:<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

– _____________________________________________________<\/p>\n\n\n\n

6. TASK 2 \u2013 TEAM, ROLES, AND RESPONSIBILITIES<\/h2>\n\n\n\n

6.1. Team skills and roles<\/em><\/h4>\n\n\n\n

For each group member, describe main skills and assigned role(s).
<\/p>\n\n\n\n

Person 1<\/p>\n\n\n\n

Name: _________________________________________________<\/p>\n\n\n\n

Main skills (technical, organisational, communication, etc.):<\/p>\n\n\n\n

_______________________________________________________<\/p>\n\n\n\n

Assigned role(s): ______________________________________<\/p>\n\n\n\n

Person 2<\/p>\n\n\n\n

Name: _________________________________________________<\/p>\n\n\n\n

Main skills (technical, organisational, communication, etc.):<\/p>\n\n\n\n

_______________________________________________________<\/p>\n\n\n\n

Assigned role(s): ______________________________________<\/p>\n\n\n\n

Person 3<\/p>\n\n\n\n

Name: _________________________________________________<\/p>\n\n\n\n

Main skills (technical, organisational, communication, etc.):<\/p>\n\n\n\n

_______________________________________________________<\/p>\n\n\n\n

Assigned role(s): ______________________________________<\/p>\n\n\n\n

Person 4<\/p>\n\n\n\n

Name: _________________________________________________<\/p>\n\n\n\n

Main skills (technical, organisational, communication, etc.):<\/p>\n\n\n\n

_______________________________________________________<\/p>\n\n\n\n

Assigned role(s): ______________________________________<\/p>\n\n\n\n

Person 5<\/p>\n\n\n\n

Name: _________________________________________________<\/p>\n\n\n\n

Main skills (technical, organisational, communication, etc.):<\/p>\n\n\n\n

_______________________________________________________<\/p>\n\n\n\n

Assigned role(s): ______________________________________<\/p>\n\n\n\n

6.2. Responsibilities per phase<\/em>
<\/h4>\n\n\n\n

For each phase, indicate which role is mainly responsible (R) and which roles support (S).
Example format (fill in):
<\/p>\n\n\n\n

Phase 1: _______________________________________________<\/p>\n\n\n\n

– PM: __________________ (R \/ S \/ not involved)<\/p>\n\n\n\n

– DE: __________________<\/p>\n\n\n\n

– DA: __________________<\/p>\n\n\n\n

– BI Dev: ______________<\/p>\n\n\n\n

– Infra: _______________<\/p>\n\n\n\n

Phase 2: _______________________________________________<\/p>\n\n\n\n

– PM: __________________ (R \/ S \/ not involved)<\/p>\n\n\n\n

– DE: __________________<\/p>\n\n\n\n

– DA: __________________<\/p>\n\n\n\n

– BI Dev: ______________<\/p>\n\n\n\n

– Infra: _______________<\/p>\n\n\n\n

Phase 3: _______________________________________________<\/p>\n\n\n\n

– PM: __________________ (R \/ S \/ not involved)<\/p>\n\n\n\n

– DE: __________________<\/p>\n\n\n\n

– DA: __________________<\/p>\n\n\n\n

– BI Dev: ______________<\/p>\n\n\n\n

– Infra: _______________<\/p>\n\n\n\n

Phase 4: _______________________________________________<\/p>\n\n\n\n

– PM: __________________ (R \/ S \/ not involved)<\/p>\n\n\n\n

– DE: __________________<\/p>\n\n\n\n

– DA: __________________<\/p>\n\n\n\n

– BI Dev: ______________<\/p>\n\n\n\n

– Infra: _______________<\/p>\n\n\n\n

Phase 5: _______________________________________________<\/p>\n\n\n\n

– PM: __________________ (R \/ S \/ not involved)<\/p>\n\n\n\n

– DE: __________________<\/p>\n\n\n\n

– DA: __________________<\/p>\n\n\n\n

– BI Dev: ______________<\/p>\n\n\n\n

– Infra: _______________<\/p>\n\n\n\n

Phase 6: _______________________________________________<\/p>\n\n\n\n

– PM: __________________ (R \/ S \/ not involved)<\/p>\n\n\n\n

– DE: __________________<\/p>\n\n\n\n

– DA: __________________<\/p>\n\n\n\n

– BI Dev: ______________<\/p>\n\n\n\n

– Infra: _______________<\/p>\n\n\n\n

7. TASK 3 \u2013 PERSON-HOURS AND PROJECT COST (4 MONTHS)<\/h2>\n\n\n\n

For each phase, estimate the effort per role.

For each phase and each role you use:
– Estimated number of days: ______
– Person-hours (days \u00d7 8): ______
– Cost (days \u00d7 daily rate): ______ \u20ac
<\/p>\n\n\n\n

Phase 1: _______________________________________________<\/p>\n\n\n\n

PM \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DE \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DA \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

BI Dev \u2013 days: ___  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Infra \u2013 days: ____  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Phase 2: _______________________________________________<\/p>\n\n\n\n

PM \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DE \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DA \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

BI Dev \u2013 days: ___  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Infra \u2013 days: ____  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Phase 3: _______________________________________________<\/p>\n\n\n\n

PM \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DE \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DA \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

BI Dev \u2013 days: ___  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Infra \u2013 days: ____  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Phase 4: _______________________________________________<\/p>\n\n\n\n

PM \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DE \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DA \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

BI Dev \u2013 days: ___  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Infra \u2013 days: ____  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Phase 5: _______________________________________________<\/p>\n\n\n\n

PM \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DE \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DA \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

BI Dev \u2013 days: ___  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Infra \u2013 days: ____  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Phase 6: _______________________________________________<\/p>\n\n\n\n

PM \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DE \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

DA \u2013 days: ______  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

BI Dev \u2013 days: ___  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Infra \u2013 days: ____  hours: ______  cost: ______ \u20ac<\/p>\n\n\n\n

Totals (all phases, all roles):<\/p>\n\n\n\n

Total person-days: ___________________________ days<\/p>\n\n\n\n

Total person-hours: __________________________ hours<\/p>\n\n\n\n

Total person-cost: ___________________________ \u20ac<\/p>\n\n\n\n

8. TASK 4 \u2013 INFRASTRUCTURE AND MAINTENANCE COSTS<\/h2>\n\n\n\n

8.1. Choice of infrastructure options (A or B)<\/em>

Data warehouse: Option ______ (A \/ B)
Justification: _________________________________________
_______________________________________________________

Object storage: Option ______ (A \/ B)
Justification: _________________________________________
_______________________________________________________

BI tool licenses: Option ______ (A \/ B)
Justification: _________________________________________
_______________________________________________________

Monitoring and backup: Option ______ (A \/ B)
Justification: _________________________________________
_______________________________________________________

8.2. Infrastructure cost for 4 months<\/em>

Total monthly infrastructure cost: ______ \u20ac
Total infra cost for 4 months: ______ \u20ac

8.3. Maintenance (1 year after go-live)

Total project person-hours: ______ hours

Maintenance person-hours (20% of project hours):
______ \u00d7 0.20 = ______ hours

Maintenance person-days (hours \u00f7 8): ______ days

Estimated maintenance person-cost (explain how you distribute days across roles and apply daily rates):
_______________________________________________________
Total maintenance person-cost: ______ \u20ac

Infrastructure cost for 12 months of maintenance:
Monthly infra cost: ______ \u20ac
12 months total: ______ \u20ac

Summary of costs:

Project person-cost (4 months): ______ \u20ac
Infrastructure cost (4 months): ______ \u20ac
Maintenance person-cost (1 year): ______ \u20ac
Maintenance infrastructure cost (1 year): ______ \u20ac

Total first-year cost (project + 1 year maintenance): ______ \u20ac<\/p>\n\n\n\n

9. REFLECTION (SHORT ANSWERS)<\/h2>\n\n\n\n

1. Which phases or tasks do you consider essential for this BI project? Why?
   _________________________________________________________________
   _________________________________________________________________

2. How did you decide the distribution of roles and responsibilities in your team?
   _________________________________________________________________
   _________________________________________________________________

3. Where do you see trade-offs between cost, quality, and risk in your plan?
   _________________________________________________________________
   _________________________________________________________________

4. Which assumptions would you need to check with the real client before starting the project?
   _________________________________________________________________
   _________________________________________________________________
<\/p>\n","protected":false},"excerpt":{"rendered":"

1. OBJECTIVE OF THE EXERCISE Your group plays the role of a small consulting team hired to plan a Business Intelligence (BI) \/ data analytics project. At the end of the exercise, you should be able to:– Identify the main … Continue reading →<\/span><\/a><\/p>\n","protected":false},"author":11,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-157","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/pages\/157","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/comments?post=157"}],"version-history":[{"count":1,"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/pages\/157\/revisions"}],"predecessor-version":[{"id":159,"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/pages\/157\/revisions\/159"}],"wp:attachment":[{"href":"https:\/\/vargas-solar.com\/data-ware-lake-houses-bi\/wp-json\/wp\/v2\/media?parent=157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}