Summary of Steps to a CRM Data Architecture
STAGE
STEP
TASK
COMMENT
1
Design the Logical Layer
1
Create an Inventory of the Applications
Start the Data Dictionary here
2
Identify Data Sources and Data Owners
Discuss with Vendors
3
Obtain Vendors Data Models
Discuss with Vendors
4
Design Top-Level Data Architecture
Carry out Design Review
5
Design Data Models for each Application or Function
Use Data Modelling Tool
6
Design Integrated Database
Create Data Model and Sub-Models
7
Review Data Dictionary
Ensure Consistency and Completeness
2
Design Physical Layer
1
Define Data islands and Interfaces
2
Produce a CRUD Matrix
Add to the Data Dictionary
3
Create Data Flow Diagrams
4
Translate UML Model to ERD
Design Review with Developers
3
Design Implementation Layer
1
Choose Tools for Data Migration
Review against Corporate Standards
2
Carry out a Design Review
With Users and Developers
3
Agree User Scenarios
Requires User Commitment
4
Produce Database Sizing Estimates
Figures will be vendor-specific
5
Agree Terms of Reference for the Pilot Project
Identify a User Sponsor or Champion
6
Agree Conditions for Success for the Pilot Project
Lay the ground for the future
