October 2004 DecisionPoint DataWarehouse

Background Oracle Financial Applications implemented in FY00 Transaction processing system Custom Reports developed for each module, primarily by Financial Systems team and/or ACIS Advanced reporting challenges Need for analysis across modules More timely information Ease of use for entire user community

Solution – a Data Warehouse “A subject-oriented, integrated, non-volatile, time- variant collection of data used in support of management decisions” – Bill Inmon A business-relevant collection of data from various sources Contains all of the items needed to satisfy reporting requirements, regardless of their source Separate database from the transaction systems Read-only Data is updated only in the source system Refreshed/updated regularly Designed for reporting Enable easy review of summary information with drill to additional details

Current Data Warehouse Initiatives Existing data warehouse containing Employee and Appointment information Updated nightly from HRIS Uses Oracle Discoverer as the end user tool Delivers 6 canned queries for users Financials data warehouse being implemented Data design (called a Star Schema) and development tools from Decision Point Software Will include nightly update of data from Oracle Financials –PO, AP, AR, GL, GM, LD Uses Decision Point DecisionCast as end user tool Will deliver a number of canned queries, reports, alerts & dashboards

Decision Point Implementation Schedule MAY - JULY Demos with Central Administration and ABMC Requirements Gathering Central Admin GM, LD, PO Plugs ABMC AUGUST - OCTOBER Development Testing NOVEMBER - APRIL Training Rollout

Financials Data Warehouse – Training Plans Various hands-on courses geared to user needs DecisionCast for Business Managers Designed for individuals who oversee all modules –Overview of the Carnegie Mellon Financials Data Warehouse & the DecisionCast reporting tool – all modules –Navigation & Terminology in the Decision Cast Tool –Viewing broadcast reports, dashboards and alerts –Running “canned” reports and queries –Using drill-down/drill-across functionality –Exporting data to excel –Overview of all “canned” reports that are available – all modules Offered by college/division in November/December

Training Plans (continued) Module-Specific Decision Cast Classes Overview of the Carnegie Mellon Financials Data Warehouse & the DecisionCast reporting tool – all modules Navigation & Terminology in the DecisionCast Tool Viewing broadcast reports, dashboards and alerts Running “canned” reports and queries Exporting data to excel Review of all “canned” reports that are available for the specific module Decision Cast Brown Bag Updates Intended to provide an update on additional reports, user tips, etc. as new items become available after the initial series of training sessions are completed

Training Plans (continued) Custom Classes for Specific User Groups Classes for non-Oracle application users, principal investigators, managers, SPA, etc. can be arranged with HR Learning & Development once the initial series of data warehouse training classes has been completed. Trainers will be available to attend departmental meetings and assist business managers to deliver short presentations.

Future Data Warehouse Plans Continue to add reports, dashboards, queries on existing data in the warehouse Ultimate goal to move most reporting out of the transaction applications and into the warehouse Continue to add new data sets to the warehouse Procurement Card transactions, Expense Reports, Purchase Requisitions, Labor Schedules Supporting financial information from feeder systems – e.g. Telecom, FMS Work Orders, Bookstore, etc. Student, alumni, benefits, applicant, property data Move the existing HR data from the Discoverer data warehouse into the Decision Point data warehouse so that all data is available from one warehouse using one end user tool. Evaluate available end user tools

Contacts for Additional Info/Questions Linda Schmidt Deanne Weaver Len Stellitano ABMC Representatives