Mason Microstrategy user group kick-off ITS Business Intelligence Group February 21, 2017

Business Intelligence Group team introductions User Group purpose agenda Business Intelligence Group team introductions User Group purpose MicroStrategy Shared Reports Change Process Topic of the day: Training Proposed next steps Survey

Business intelligence group

Business Intelligence Group MicroStrategy Reporting Team Chris Gay introductions Business Intelligence Group MicroStrategy Reporting Team Chris Gay Judy Fortin Teresa Allen Karen Savell Lakshmi Maruwada Francesca Brunner-Kennedy Karen Lalicker Subin Paul Data Mart Group Roopa Hemanth Asawari Raut Alex Yun

User Group purpose

User Group Draft Charter User group purpose User Group Draft Charter Mission - The mission of the Mason MicroStrategy User Group (MMUG) is to educate and enlighten members from across the university by sharing MicroStrategy best practices, strategies, and tips in order to achieve academic and business unit goals. Scope The MMUG will support the Mason MicroStrategy user community. It will: Have regular meetings - frequency TBD Discuss an in-depth topic at each meeting as identified by users Collaborate and discuss analytical and reporting topics Communication The MMUG meetings and all supporting documentation will be promoted and shared on reporting.gmu.edu -> MicroStrategy -> MicroStrategy User Group Participation Any MicroStrategy user with access privileges is welcome New members may join by attending MMUG meetings Leadership Group We are looking for volunteers to serve on the MMUG Leadership Group The MMUG Leadership Group would finalize the Charter and Scope, arrange meetings, determine topics, and communicate with the Business Intelligence Group and users

Microstrategy reports change process

MicroStrategy as a whole Guided by a Steering Committee Microstrategy reports change process MicroStrategy as a whole Guided by a Steering Committee Sets the high-level priorities Manages major change requests MicroStrategy Shared Reports Created by the Business Intelligence Group Managed by the Business Liaison Group To request a change to a Shared Report Create an SDE ticket using the form on the Business Intelligence Group website reporting.gmu.edu  Support Business Intelligence Group contacts the Business Liaisons Business Liaisons review, coordinate, and approve changes and enhancements

Current MicroStrategy Business Liaisons Unit Liaison Provost Rupa Mehta Enrollment Management Matt Boyce, Sharon O’Boyle, Rupa Mehta Budget Reporting Kim Dight INTO Angela Detlev, Kim Dight IRR Angela Detlev, John Dooris Registrar Laurie Miller, Tim Corbett Budget Office Barbara Clark Finance Lisa Kemp Central Finance Karina Mizrahi HR Patricia Coray OSP Kimberly Maze Purchasing/AP Chris Gerner ITS Brian Gannt

Topic of the day: training

Mason resources and onsite training options Review: Librarian Training

Business Intelligence Group training resources Mason resources and onsite training options Self Training Business Intelligence Group training resources Self-Start Training Guide Quick Guides Available on reporting.gmu.edu  Training & Workshops In-person Training Workshops.gmu.edu – search MicroStrategy MicroStrategy Report Consumer Training Taught by Business Intelligence Group Basic training offered once monthly

Specialty Training – workshops.gmu.edu – search MicroStrategy Mason resources and onsite training options Specialty Training – workshops.gmu.edu – search MicroStrategy PI Training – Pat Sperry, Amanda Fucci-Bartoszek, Kimberly Maze Reconciliation Training – Heather Strange Student – Rupa Mehta Admissions –Sharon O’Boyle Advanced Training by topic MicroStrategy-led Advanced training All day, onsite, how to build reports from scratch Email bigroup@gmu.edu if interested Specialized topic-by-topic training TBD by Business Intelligence Group Office Hours Contact bigroup@gmu.edu to set-up a one hour session with our team

What is a MicroStrategy Librarian? Librarian training What is a MicroStrategy Librarian? Within the Shared Reports area of each MicroStrategy project academic units and administrative departments may have a unique folder to collaborate on reports It is the Librarian’s task to manage this folder and all subfolders for his/her unit This includes completing the following tasks: Manage reports, add, remove Manage users Grant access to folders Remove access to folders Creating new subfolders, deleting subfolders Move reports from one subfolder to another subfolder Sharing MicroStrategy best practices with their unit Draft document emailed to User Group invitees Business Intelligence Group will begin offering Librarian Training

User group next steps

Development of the MMUG Leadership Group Mason resources and onsite training options Development of the MMUG Leadership Group Leadership group will meet before the next user group meeting to finalize charter and topics Proposed Meeting Schedule and Structure Once every other month Meet as a whole or break-out user group by type – Academic, Administrative, etc. Format Welcome, announcements of MicroStrategy updates Topic of the Month Users vote on topic for next meeting Q&A

At the end of today’s meeting, please answer the survey Survey results will determine the topic for the next meeting Survey available Paper copy at the meeting Online copy on reporting.gmu.edu  MicroStrategy  MicroStrategy User Group