Using Universal Data Models 3 Day Course Outline

SESSION 1 - Jump Starting the Data Modeling Effort: Using Universal Data Models

Session 1 covers effective data models that are common to most enterprises. This includes models for people/organizations, products, orders, agreements, delivery of products/services, invoicing, work efforts, accounting, budgeting, human resources and Internet based data models. Although the terms may differ, data model constructs such as these have been used effectively across many industries.

Session 2 focuses on step-by-step instructions to transform logical or corporate data models into an architecturally sound data warehouse design. You will participate in using template or “Universal Data Models” to develop actual data warehouse and data mart designs that can be applied to your organization.

Session 1 - Jump Starting the Data Modeling Effort
(Days 1 & 2)
Using Universal Data Models


  • Data modeling fundamentals and conventions
  • Introduction to the concept of Universal Data Models
  • Why and how to use Universal Data Models for corporate data modeling, database design efforts, quality assurance, and re-engineering modifications

The following sections include modeling techniques, pitfalls, “war stories” of incorrect modeling, and “best practice” techniques. Each section also includes a workshop in which you customize models for your organization.

1. People and Organization Data Models

  • Organizations
  • People
  • Relationships between parties
  • Addresses and other contact management information

2. Product Data Models

  • Product definition and classification
  • Product features
  • Suppliers and manufacturer information
  • Inventory item storage
  • Product pricing and costing
  • Product components, substitution, and obsolescence

3. Order Data Models

  • Order header and items
  • Order header information such as status and terms
  • Orders and adjustments
  • Order dependencies (such as backorders or related purchase orders)
  • Order relationships such as bill to, ship to, taken by, placing party, etc.
  • Agreements and/or contractual terms

4. Delivery and Invoicing Data Models

  • Shipment header and detail information
  • Shipment method such as types of vehicles used in shipments
  • Order and shipment associations
  • Invoice header and detail
  • Invoice and shipment association
  • Billing accounts and other invoicing information

5. Work Effort Data Models

  • Work efforts and project management
  • Work tasks and scheduling resources
  • Time entries

6. Accounting and Budgeting Data Models

  • Chart of accounts
  • Accounting transactions and detailed entries
  • Budgeting
  • Commitments against budget
  • Budgeting relationships to general ledger

7. Human Resources Data Models

  • Position fulfillment
  • Position reporting relationships
  • Positions, authorizations, and responsibilities
  • Position types

8. Universal Data Models for the Web          

  • Parties and party relationships on the web
  • User Login Information
  • Web Content Management
  • Web Visits (and visitors)
  • Server Hits

9. Summary—Using the Models in the Real World

  • Notes on physically implementing the models

Session 2 - Jump Starting the Data Warehouse Effort
From Data Models to the Data Warehouse and Data Mart

1. Progressing from the Corporate Data Model to the Data Warehouse

  • Data warehouse architecture—discussion of various options
  • Moving the corporate data model to the data warehouse design
  • Moving from the data warehouse design to the data mart

2. Using Universal Data Models to Create the Data Warehouse Design

  • Transformation rules and steps to convert the corporate data model to the data warehouse design
  • Detailed transformation examples
  • Explain sample data warehouse design

3. Workshop Exercise #1

  • Enhancing an Existing Data Warehouse Design

4. Using Universal Data Models to Create Data Marts

  • Data mart method—a practical approach to designing data mart
  • Learn how to gather requirements, define scope and design effective data marts

5. Universal Data Model Applications for Data Marts

  • How to use Universal Data Models to design a sales analysis data mart
  • How to use Universal Data Models to design a human resources data mart

6. Workshop Exercise #2

  • Creating a Financial Analysis Data Mart using a Universal Model

 7. Course conclusion