Update on Data Management for the CIO Council November 14, 2016 Monday 2:15 – 3:30 pm HLS, Wasserstein B034

Agenda HUIT Data Management Organization Harvard’s Data Management Gap The Duplication Problem More data than ever – and growing Strategic Initiative #6: Access to Institutional Data and Systems Integration What we have been working on FY17 Timeline Next Steps Objective of the meeting is to provide an update on Data Management Data Management = CIO Council Initiative #6: Access to Institutional Data and Systems Integration Launch in FY17 According to the CIO Council Roadmap

HUIT Data Management Organization Before and After CADM IT Pre 7/1/16: HDW and FSS HUIT Harvard Data Warehouse (14) “Keep the Lights On” Harvard Data Warehouse CREW, Qlikview, OBIEE, BRIO/IR Informatica Development Services (limited) HR, Finance, Research Admin, Alumni Affairs & Dev Ad Hoc data access University Data Services Project FAD “Keep the Lights On” CREW, Interactive Reporting Finance and Research Administration MFR Project Financial Systems Solutions (9) Data Management Services HUIT Data Management Services (23) Creation of DMS is Step 1 Step 1 = put the right people in the right place Creates a focused set of responsibilities with a senior level leader, elevating the function Create an environment with a dedicated team to address the larger DMS challenges Opportunities Established a centralized team to focus on Data Management, reporting to UCIO Better positioned to address some of the Data Management challenges we all see Doesn’t mean it’s perfect – need new skills, more capacity, strategy Keep the Lights On 25 Operational Projects in FY16 5 ITCRB Projects: Modernization of Financial Reporting University Data Services Enterprise Intelligence PeopleSoft Upgrade Oracle Financials Upgrade

Harvard’s Data Management Gap The Duplication Problem What are the larger challenges? One of our biggest issues is “The Duplication Problem” Dilbert usually gets it pretty right We have not made great progress yet on The Duplication Problem

Harvard’s Data Management Gap The Duplication Problem: Data Integration And it results in what you see here… Extreme complexity Many of these lines represent the same data – over and over again Lack of standards – many different technologies and protocols * This is an incomplete mapping of point-to-point interfaces.

Harvard’s Data Management Gap The Duplication Problem Duplication of Effort Duplication of Data Integration Duplication of Infrastructure Providers and consumers Spreadsheets and reports Point-to-point interfaces 1000’s of feeds Same data over and over Disparate latency and logic Multiple protocols Reporting tools DI Tools Databases Licensing Infrastructure Support Three main categories: Effort, Data Integration, Infrastructure Within Central Administration we are beginning to address these Extreme Resource Inefficiency (Financial and People) Impaired Decision Making (All Levels)

Harvard’s Data Management Gap More data than ever – and growing Tremendous Progress with Recent UCIO Initiatives: my.harvard Identity and Access Management Other Rich Data Sources on the Horizon: Position Management Buy-to-Pay Contingent Workforce The problem is going to continue to get worse as we get more robust data and better systems of record (alternate view: The opportunities to add value will be more abundant!)

Data Management Services Strategic Initiative #6: What we’ve been working on Discovery and Planning Business Case for Data Management, Strategy, Plan, and Roadmap POC’s for Business Glossary (Collibra) and API (Mulesoft, RabbitMQ) tools People Data Service Pilot (Salesforce) Cloud Strategy and Roadmap UDS Discovery Kickoff UDS Planning Kickoff DM Implementation Kickoff 10/15 9/16 7/17 2015 Oct Dec 2016 Apr Jun Aug Oct Dec 2017 Apr Jun 2017 Today 7/16 1/17 6/17 Planned Complete Proposed Mulesoft POC Complete Data Management Exec Committee DM Strategy Complete 7/16 5/17 Grants Management Business Glossary Pilot Complete People Data Service Pilot Complete 5/17 7/16 OBI, Mulesoft in AWS Cloud DMS Established 3/17 5/16 DM Cloud Strategy Complete Collibra POC Complete 2/17 1/16 DM FY17 Proposal to ITCRB Data Management Architectural Assessment Complete

Data Management Services Next Steps Continue development of Business Case, Strategy, Plan, and Roadmap Further engagement with the CIO Council – Jan ‘17? ITCRB proposal due 12/1; revisions due mid-January; Present to ITCRB 2/22 Continue work on FY17 Deliverables Cloud Strategy and Roadmap OBI, Mulesoft, Collibra to Cloud by 6/2017 Complete People Data Service Pilot Final DM Strategy, Plan, and Roadmap The key takeaways are: We are better organized than ever to deliver improved data management services We’re learning a lot! We’re going to need you! We’ll be back in January with more details

Discussion