Development of data

analysis/analytics projects

IN1002B GUSTAVO A. SANTANA T.

MODULE I
 Gustavo A. Santana Torrellas

• Matemático con amplia experiencia en Cyberseguridad y desarrollo de Modelos Matemáticos en Sistemas Administrativos y
Tecnológicos. Su investigación abarca muchas disciplinas relacionadas y ha publicado mas de 120 artículos de investigación.
• Los antecedentes de Gustavo son tan multidimensionales como las visiones que él ayuda a crear.
• Gustavo Santana ha participado en proyectos de Estrategia de TI, Desarrollo de modelos y soluciones de Administración de Riesgos de
Información y Riesgo Tecnológico con énfasis en cumplimiento de estándares. Cuenta con amplia experiencia en la administración de
proyectos de Innovación e Integración Tecnológica para la Administración de la Continuidad del Negocio, Seguridad de la Información.
• En los últimos 15 años ha participado en proyectos de Análisis, Diseño e Implementación de Modelos de Innovacion en la Banca
Comercial y de Desarrollo en México.
• Gustavo Santana, fue Director Ejecutivo de la práctica de Consultoría Sector Financiero de EY (2017-2019); fue Director de PwC (2012-
2017); también desarrolló actividades de consultoría tecnológica en Accenture, (2008 – 2012).
• Es professor investigador de los programas de posgrado de Facultad de Negocios de la Universidad La Salle y profesor invitado en
instituciones como: Tecnológico de Monterrey, UDLAP Jenkins Graduate Schools, el Instituto Tecnológico Autónomo de México
(ITAM), Instituto Politécnico Nacional (IPN) , CINVESTAV, entre otras.
Su profesor:
cómo
comunicarse
con él
Espacio de
comunicacion via WA
Distintas notificaciones sobre las clases, asignaciones,
entrega de trabajos
Envio de contenidos suplementarios y otros temas de
interes
Solicitud de espacios de consulta
Lineamientos generales de la
materia
Revisar lineamientos
 Semana 1 Semana 2 Semana 3 Semana 4 Semana 5
Lun 19- Mie Jue Vie Lun 26- Mie Jue Vie 10- Mie Jue Vie 17- Mie Jue Vie
Lun 2 3-Mar Mie 4 Jue 5 Vie 6 Lun 9 Lun 16
18 Mar 20 21 22 25 Mar 27 28 29 Mar 11 12 13 Mar 18 19 20

RC GS GS GS GS GS RC GS RC RC RC RC RETO GS RC RC
11:00 12:00
RC GS GS GS GS GS RC GS RC RC RC RC RETO GS RC RC
12:00 13:00

Calendario Sesiones
 Semana 6 Semana 7 Semana 8 Semana 9 Semana 10
Lun 30- Lun 13- Mie Jue Vie Lun 20- Jue Vie Lun 27- Mie Jue Vie
29 Mar Mie 31 Jue 1 Vie 2 Lun 5 6-Mar Mie 7 Jue 8 Vie 9 12 Mar 14 15 16 19 Mar Mie 21 22 23 26 Mar 28 29 30

RC RETO GS RC RC RC RC RC RC RC RC RETO GS RC RC RC RC
11:00 12:00
RC RETO GS RC RC RC RC RC RC RC RC RETO GS RC RC RC RC
12:00 13:00

Calendario Sesiones
Developing solid planning and
procedure is a crucial first step in
getting your project off the ground…

We should always stick to a well-defined process when

creating a data model
…are data
Analysis and data
Analytics the same
concept?
Data analysis involves extracting meaning from data in a way that's useful to a
decision-maker…

Data analytics is broader in scope. It refers to the process of using data and analytical tools and
techniques to find new insights and make predictions, often for the benefit of an organization.
Data Analysis vs Data Analytics
What is data analytics
project?
Data analytics projects involve using statistical and
computational techniques to analyse large datasets
with the aim of uncovering patterns, trends, and
insights…
These projects can range from
…complex predictive modelling and
simple descriptive analysis machine learning algorithms
to more…
It’s never easy to determine where to start
data analytics projects…
End
Introductory
Class
Project &
program
management
practices
Session Sept 25th
 …about calendar for next two weeks

Semana 2 Semana 3
Lun 25 26- Mie 27 Jue 28 Vie 29 Lun 2 3-Mar Mie 4 Jue 5 Vie 6
Mar
GS GS/MIT GS RC GS PC RC
GS GS/MIT GS RC GS PC RC
 At their most basic
level,…
What is a data analytics
data projects involve
using historical and
analytics present project
project? data to enable
efficient project
delivery decisions…
Do you constantly confront several questions at the start of a
project, such as

• What are the project’s goals?

• How can I become more familiar with the information?
• What are the issues you’re attempting to address?
• What are the possibilities for a solution?
• What abilities are required?
• How will you assess your model, and most importantly, where will you
start?
Class Objectives
Identify and understand some of the tools used in the Project
Definition and Planning stage.
• SMART Objective
• Reach of the Project
• Work Breakdown Structure (WBS)
• Responsibility Matrix

Recognize the importance of the specifications and the

reach for planning.
What is data Data analytics projects involve using statistical and
computational techniques to analyse large
datasets with the aim of uncovering patterns,
analytics project? trends, and insights…
Project
Management
Project Definition and Planning
Project Management Principles
Adopt these five project management principles to deliver successful projects…
 Last week we saw the 4 stages of a projects life-
cycle. Let us review them:
Resource level

Time
Stage 1 Stage 2 Stage 3 Stage 4
Formulating, Planning Execution Finishing
selecting and and team and control and delivery
identifying forming
needs
Importance of Planning a Project

“Doing the right project

vs.
Doing the project right”.

Project planning demands major attention to any other aspect of project

management.

In fact, it is the most important responsibility of any project manager.

First Stage of a Project
The reach and the organizations commitments are defined.

Limit the reach of the project based on assumptions.

SMART Objective

https://tribescale.com/es/blog/objetivos-smart-redactar-un-objetivo/
Reach of the Project

Another important element of project planning is the definition of the

Reach of the project.

The Reach of the project is important because it specifies:

What is included?
What is not included?
Intermediate goals.
Final products.
Clear reach, lasting friendships
29
Project Charter in Depth

Watch:

How to create a Project Charter

https://www.youtube.com/watch?v=43dZqT5H3BM
 Second Stage of the Project
The reach and the organizations commitments are defined.

Laura Luis José

1 Machine
Reach Assigning
Planning 1.1 Design
1.2
1.3 Testing personnel
Manufacture

Timetable
Third stage of the Project
Execution and project control.

Check that the activities are being carried out:

A C E

B
1 Laura

1.1 Luis

1.2 José
Fourth stage of the Project
Finishing and Delivery.

Conditions for the closure of the project:

▪ Normal
▪ Premature
▪ Failed project
▪ Change in priorities
Activity

Watch :
This is the Scandinavian bridge that is amazing the internet
http://economia.elpais.com/economia/2016/02/10/actualidad/1455099888_010337.html
A bridge under the sea, the fantastic engineering feat that joins Denmark and Sweden
https://www.youtube.com/watch?v=0vwXkhqNcQY
Stages in Project Management
Stage 1 Stage 2

Stage 3 Stage 4
To summarize we have the following table:
Session 3
WBS/Gantt Chart
Responsibility Matrix/Project
Success Factors
 Class Calendar and Follow Up
Semana 1 Semana 2 Semana 3
Lun 18 19-Mar Mie 20 Jue 21 Vie 22 Lun 25 26-Mar Mie 27 Jue 28 Vie 29 Lun 2 3-Mar Mie 4 Jue 5 Vie 6
RC GS GS GS GS GS RC GS RC
RC GS GS GS GS GS RC GS RC

Semana 1 Semana 2 Semana 3

Lun 18 19-Mar Mie 20 Jue 21 Vie 22 Lun 25 26-Mar Mie 27 Jue 28 Vie 29 Lun 2 3-Mar Mie 4 Jue 5 Vie 6
RC GS GS/MIT T GS GS/MIT GS RC GS/PC RC
RC GS GS/MIT T GS GS/MI GS RC GS/PC RC

Change Request (project charter will deliver by Oct 9th)

Semana 1 Semana 2 Semana 3

Lun 18 19-Mar Mie 20 Jue 21 Vie 22 Lun 25 26-Mar Mie 27 Jue 28 Vie 29 Lun 2 3-Mar Mie 4 Jue 5 Vie 6
RC GS GS/MIT T GS GS GS RC GS RC
RC GS GS/MIT T GS GS GS RC GS RC
Project Follow-up
Follow-up Concept

• We understand follow-up to be the

process by which project reports are
presented on the general state of
the project (physical advances and
costs), as well as the analysis and
solution of problems within the
project.

• Process by which a project is led

down the right path without straying
from what was planned.
 Follow-up
• What is it?
• Draw up a plan, review the plan and
follow the plan.

• What is it not?
• Draw up a plan, ignore the plan.
Follow up
Regarding our LIFT LAB
MITT
Today follow up
WBS – Work
Breakdown
Structure
Now that we have seen the importance of
identifying the need for a project, and we
defined the Goals/Objective using SMART
we will move on to the second stage.

One of the planning tools is the Work

Breakdown Structure (WBS).
WBS
The WBS es is a hierarchy that starts with the final product or
products and shows how these can be divided into tasks or basic
work packages.

The final product or products (which represent the projects goal)

are indicated in the first level or the highest level of the WBS. The
following levels provide a detailed identification of the individual
tasks.
WBS
WBS in Depth

Watch:

Create a WBS Work Breakdown Structure

https://www.youtube.com/watch?v=KH1-tq5A00c&t=163s
Practicing the WBS
1. complete a WBS for the project following the alignment with MIT/LIFT LAB – Innovating the retail traditional
channel in Latin America
2. Draw up a Responsibilities Matrix, only include the person responsible for the activity
Gantt Chart
What is a Gantt
Chart?
A Gantt chart is a project management tool that
illustrates work completed over a period of time
in relation to the time planned for the work…
A Gantt chart can include the start and end dates
of tasks, milestones, dependencies between
tasks, assignees, and more.
Another planning tool
is the Responsibility
Matrix.
Responsibility Matrix

Method used to show, in a

tabular format, the people
responsible for the
activities of the project.

It is a tools that shows, on

paper, each persons
activities.
 Equipo del proyecto
Tarea Richard Dan Dave Linda Elizabeth
Identificar quiénes son los clientes objetivo R A A
Desarrollar un borrador de cuestionario R A A
Hacerle pruebas piloto al cuestionario R A
Terminar el cuestionario R A A A
Imprimirlo R
Preparar etiquetas para el envío por correo ordinario R
Enviarlos por correo R
Recibir y monitorear los cuestionarios devueltos R A
Ingresar datos de respuesta R
Analiza resultados R A A
Preparar un borrador del reporte A R A A
Preparar el reporte final R A

R = Responsable
A = Apoya/Ayuda
Project
Success
Factors
Project Success Factors

Performance
Quality Time

Cost
How do they relate and where must we
“move towards”?
The Devil’s triangle Excellence square
Cost Satisfaction Cost

Communication
+
Participation
Communication

Quality Time
Quality Time
Project Follow-up
Today follow up
Follow-up Concept

• We understand follow-up to be the

process by which project reports are
presented on the general state of
the project (physical advances and
costs), as well as the analysis and
solution of problems within the
project.

• Process by which a project is led

down the right path without straying
from what was planned.
 Follow-up
• What is it?
• Draw up a plan, review the plan and
follow the plan.

• What is it not?
• Draw up a plan, ignore the plan.
 How can I do the Follow-up?
• Communication Plan
The purpose of a communication
plan is to achieve an effective
communication among the
people involved in a project and
assures the opportune and
appropriate generation,
collection, distribution, filing and
final provision of the project
information.
• The communication plan establishes:
• What information is needed,
• Who needs certain information,
• When do they need it, and
• How will they receive it.
• This plan is made up of:
• Communication matrix,
• Events calendar,
• Follow-up meetings,
• Work reports (detailed and executive),
• Problems reports, among others.
Communication Matrix

64
Events Calendar
• Tool which allows a complete graphic vision of the most important
events throughout the project, facilitating the integration of its
objectives.

• This tool includes the dates of relevant repetitive events of the project,
such as: meetings, invoice paperwork, due dates, key events, report
due dates, etc.

• Tool developed during the planning stage and constantly updated

throughout the project.
 Importance of Meetings
• They are an opportunity to :
o Meet other members of the project and create a
synergy within the team
o Favor the communication and the exchange of
ideas
o Share information
o Make a conjoined decision
o All are involved, are committed and are
accountable for the project
o Resolve conflicts and look for a better solution
o Provide follow-up for the project
Types of Meetings
Types of Meetings Primary purpose

Information Share and discuss important news.

Examine problems.
Problem solving Establish preventive and corrective
actions.

Identify criteria for decisions, and

Decision making
Choose alternatives.
Agree on and reinforce common
Team building
objectives.
Gather information and
Feedback
Provide support.
 Before the meeting During the meeting After the meeting

Planning Start Conduct Finish Follow-up

• Clarify the purpose of the • Sympathize • Group • Briefly review the • Write and distribute
meeting and the desired with he integration. achievement of the the meeting minutes as
results. participants. • Cover each point meeting. son as possible.
• Identify the participants. • Describe the in the agenda. • Summarize any • File the meeting
• Identify their role. objective and • Group topics decision made. minutes, agenda and
• Assign a date for the expected that come up • Agreements on: other key documents.
meeting. results of the and that are not what is needed, by • Follow-up on the tasks.
• Develop the agenda and meeting. on the agenda. whom, when, etc. • Determine a certain
follow the times set for • Review the • Establish a • Obtain data for the time to have a pre-
Meeting each topic.
• Define the methods to
agenda: verify
proprieties.
balance between
the complexity
logistics and
preliminary agenda
meeting planning.

Structure obtain the objective and

results of the meeting.
• Communicate the
• Establish the
rules of the
meeting.
of the topics and
the comfort of
the group.
for the next
meeting.
• Meeting
objective, duration, • Clarify the • Summarize the evaluation: what
place, proposed agenda. participants discussion of was good, what can
• Determine arrangements roles: each point. improve.
for the location and secretary, • Carry out • Assign follow-up
necessary equipment. guests, leader, consensus and tasks and dates.
etc. clarifications for • Thank each
each point seen. participant for
taking part in the
meeting.

© Adán López Miranda y Carlos A. Chee González

Project Documentation
 Importance of a Meeting Agenda
• It is common to see the following situations:

• “The meeting objective is not clear to anyone”

• “We don’t know what we’re supposed to do”
• “I didn’t know what information to bring to the
meeting”

• An agenda must be planned and distributed to

the participants at least 2 days before the
meeting.
Agenda Structure
Project XYZ
Agenda
P LE Motive for
M the Meeting objective:
E XA
meeting

Date: Guests: Meeting Leader:

Meeting Time: Secretary:
logistics Place: Enabler:

Who Who requested the meeting:

requested Telephone / Ext.:
the
Topics Process Time Who is responsible
meeting

Body of
the
meeting
Meeting Minutes Structure
Project XYZ
Agenda

P LE Meeting objective:
A M
EX
Date: Who requested Meeting Leader:
Time: the meeting: Secretary:
Place: Enabler:

Topics Comment/actions Due date Who is responsible

Conclusions/agreements
Project & program
management practices

Project
Management
Principles
Derechos Reservados 2018
Tecnológico de Monterrey
Prohibida la reproducción total o
parcial de esta obra sin expresa
autorización del Tecnológico de
Monterrey.