1 Open Forum Presentation BI Tools Upgrade Project July 25, 2008

2 Agenda ■ Project Goals and Objectives ■ What’s In Scope ■ Roles and Assigned Staff ■ High Level Timeline ■ Why Dashboards ? ■ BI Tools Capability Demo ■ Q & A

3 Project Goals ■ The primary goal of the Business Intelligence (BI) Tools Upgrade project is to replace Brio Query with the Web enabled Oracle Business Intelligence Enterprise Edition (OBIEE) toolset by no later than December 31, ■ Secondary goals: – Establish strategy, funding and capability for ongoing ITS support for Business Intelligence – Establish strategy and plan for rolling out and supporting additional Business Intelligence analytics capability

4 Primary Objectives ■ Convert all ITS delivered Brio Query “repository” queries to equivalent OBIEE requests ■ Implement Business Process Oriented Dashboards which provide interactive as well as simple report content

5 Secondary Objectives ■ Establish end user support capability to insure successful implementation and ongoing use ■ Provide tool training and support to all users. ■ Integrate the OBIEE application with the existing environment – Authentication - CAS/LDAP – Account Provisioning – PolyData (Enterprise Data Warehouse)

6 Roll Out Strategy ■ Reach out to the existing user base to make sure we understand current uses of Brio Query ■ Arrange content based on support for related common business processes (e.g.. Financial Budget Analysis, Class Enrollment Analysis or Salary Analysis) ■ Based on “value added”, deliver content via an interactive dashboard or simplified report dashboard for each common business process ■ Base security on need for access to perform a particular business process with underlying value based security (such as dept) where needed. ■ Develop and Release Dashboards via a Phased, Iterative approach using planned, regularly scheduled releases

7 Project Team Roles RoleAssigned Staff Project LeadGeorge Yelland Project AdministratorAmy Stets ConsultantsBI Consulting Group and Maverick Solutions Central System SupportScott Smith, David Knapp, Doug Scheel and Steve Evans Identity Management Design and ProvisioningDan Malone and Lara Nichols BI Server AdministrationDavid K. Grant and Jason Flathers Data Base AdministrationDBA Group Data Warehouse DevelopmentData Warehouse Group Data ArchitectDanny Grieb BI ArchitectMelinda Rojo Query and Metadata Repository DevelopmentKathy Kimball and Peggy Rodriguez Interactive Dashboard DevelopmentMelinda Rojo (lead), Kathy Kimball and Peggy Rodriguez End User OutreachAli Beug and Amy Stets End User Technical Support and TrainingAli Beug, Amy Stets and George Yelland Service DeskService Desk Staff

8 Functional Staff Roles RoleAssigned Staff Finance Data StewardDebbie Brothwell Human Resources Data StewardJoyce Haratani Student Administration Data StewardKimi Ikeda Student Financials Data StewardLorlie Leetham

9 High Level Time Table Target DatesDeliverable/Activity July and August 2008Outreach with existing Brio Query users September 2008Establish Pilot Group to Assist with Testing of Dashboards and Associated End User Support Documentation Early October 2008 through November/December 2008 ■ End User Tools Training ■ End User Finance Data Training Mid October 2008 ■ Release Finance Transactional and Labor Cost Dashboards ■ Probable Release Course Enrollment Dashboard November 2008Probable Release Student Enrollment Dashboard December 2008Release Initial Job and/or Personnel Dashboard

10 Why Dashboards ? ■ Ease of Use! – Intuitive – Flexible » Adapt to various working styles » Easy download to desktop software (e.g. Excel) – Fast ■ Content organized (and secured) based on business process ■ “Peel the onion” approach – Provide summarized views that progressively drill down to appropriate detail but also provide single click drill down to full detail

11 OBIEE Demo ■ Tool Capability Demo

12 Questions & Answers ■ Q & A ■ Web: ■ Contacts: – General Questions/Concerns: – Specific Feedback on Brio Query Migration:

13 Demo Screen Shots

14 Dashboard Terminology ■ Dashboard – content separated by Functional Areas ■ Dashboard Page Prompt – controls requests on dashboard page ■ Narrative text – allows static and variable text ■ Request – query ■ Hyperlinks - hierarchical drills, drill to detail options, and links to related information ■ Filter – request selection criteria appears below the display ■ Column Selector – view different columns of data ■ View Selector – select different reports ■ Conditional formatting using green, yellow, red symbols ■ Presentation Catalog Folder – list of content related requests