BI Coordinators and Executive Sponsors March 3, 2017 University of Wisconsin Business Intelligence BI Coordinators and Executive Sponsors March 3, 2017

Agenda AGENDA MEETING OBJECTIVES BI Coordinators… Have a chance to share their progress. Understand opportunities for collaboration and peer coaching. Learn more about successes at a peer university. Executive Sponsors… Understand the current status of the campus efforts. Have an opportunity to ask questions and discuss transition of UW to OBIEE. Gather feedback on the information needed about this BI effort --- for a Dashboard. AGENDA Welcome, Objectives, Agenda (David Stack) Learnings from U. Wyoming (Kathy Luker) Conference update UWBI effort (David) Your feedback on a progress dashboard – in – progress. Budget information: what information do you need? Campus progress (Kathy) Go-around of campus updates (each BI Coordinator) Collaboration among campuses (Mark Treiber) The BI wiki Questions and discussion (All)

Learnings from University of Wyoming The University of Wyoming’s new cloud-based finance, administrative, research support, and reporting system Videos Introducing WyoCloud -- UW's Software Solution WyoCloud Business Intelligence: Student Reporting

Drafting a dashboard for BI leaders Areas of focus: Progress at the campus level Roadmap of work streams (color-coded to show if they are on track or not) Involvement Budget Roadblocks What other information --- or what aspects of the information --- do you need to steer the project from where you sit? And, what BUDGET information would be useful to you? “How much has UW spent so far?” “How much did UW plan to have spent so far?” “How much will the whole transition to BI cost UW?”

UNDER CONSTRUCTION Campus progress Eau Claire Green Bay Milwaukee KEY Complete On track to meet deadline Minorly delayed Seriously delayed Future activity N/A Eau Claire Green Bay Milwaukee Platteville Stout Whitewater Madison Superior River Falls Stevens Point Oshkosh Parkside La Crosse Participating in UWBI effort Y Clean up and Analyze IR Workspace Content   Develop project implementation plan for student data Develop local rollout plan for shared queries work Develop rollout plan for all other IR reports Develop approach for enabling ad hoc query users Map/define security roles Identify OBIEE resources Train OBIEE resources Define OBIEE Support process Request Funding Obtain Funding Percent IR queries: Designed Built Tested Deployed Training UNDER CONSTRUCTION

Wiki showcase https://wiki. doit. wisc. edu/confluence/pages/viewpage

Discussion & Questions What remains unclear? What help does your campus need? What could the UW system do to help?

Good-bye! Next Update: March 31 Wisline Web

PROGRESS DASHBOARD UW Business Intelligence Effort UNDER CONSTRUCTION Status update on the effort of UW to begin work towards enabling business intelligence. UNDER CONSTRUCTION KEY (PRIMARILY MOCK DATA) Complete On track Minor delay Seriously delay Future activity Campus Progress Eau Claire Green Bay Milwaukee Platteville Stout Whitewater Madison Superior River Falls Stevens Point Oshkosh Parkside La Crosse UW BI Roadmap Roadmap Notes Operational Governance --- Falling behind (needed: more subject matter experts from the campuses for process work, more clarity on roles) Migration --- Falling behind (need Merge Manager) Merge Catalog Management --- Falling behind (need Merge Manager) HR/SFS --- On hold (Lack of funding decision by CSRG) Student data reporting (status TBD; awaiting analysis of campus status) Number of groups involved Original Budget For details behind tthese charts, see remainder of deck. If you have questions, contact Kathy Luker and Mark Treiber.