Fiscal Administrators Meeting 20-Apr-2016 April 20, 2016 UBI Rollout UBI Rollout – Fiscal Admins Fiscal Administrators Meeting 20-Apr-2016

What is UBI? University Business Intelligence Enterprise Reporting Environment made up of 3 key components Data Warehouse Data Governance and Stewardship Reporting Tools April 20, 2016 UBI Rollout – Fiscal Admins

WIFM? Ultimately, integration of data from various data sets (e.g. Financial, Student, HR, local, etc…) Faster Interactive No plug-ins required User driven data-discovery Advanced visualizations Customized reporting April 20, 2016 UBI Rollout – Fiscal Admins

Phased Release Approach April 20, 2016 UBI Rollout – Fiscal Admins

Training Approach Experience UBI Introduction to UBI UBI Workshops Demo by department, as requested Opportunity to develop awareness Introduction to UBI Required training for access to UBI Face-to-face training 3 hr session – navigation, activities, workshop “come to you” UBI Workshops Real world questions and answers Focused topics Face-to-face As requested Advanced UBI Advanced use of tools Advanced analytics topics Cross-functional Growing library Just-in-Time Training resources April 20, 2016 UBI Rollout – Fiscal Admins

Support Approach HelpDesk UBI Online Community Tier 1 and Tier 2 Support UBI Online Community Robust online community Engagement on tool Subject Matter Experts Training resources and content April 20, 2016 UBI Rollout – Fiscal Admins

UBI Rollout Timeline April 20, 2016 UBI UAT and SME UBI Pilot May Jun Jul Aug … April 20, 2016 UBI UAT and SME 50 participants 29 areas represented Training Testing Feedback UBI Pilot ~50 participants (different from SMEs) Pilot training, processes, tools UBI Community Configuration and Setup Content population Intro to UBI Face to Face Training 600 active Discoverer users of GA reports # Additional users – GA data ~60 sessions “Bring it to you” model UBI Community - Live Provide support Drive user engagement Populate content Leverage SMEs and Project Team for support UBI Workshops Follow up to Intro to UBI and real-world use Answer real questions Focused topics, tips/tricks UBI Community Grow and expand UBI Rollout – Fiscal Admins Experience UBI Hands on demo sessions Expand awareness Advanced UBI Advanced topics for using the tools Cross-functional engagement on financial analytics UBI Community Grow and expand