UBC IT Integrated Reporting Governance Committee December 7 th, 2011

 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)  Program Updates (15 min, David Truong)  Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)  Budget Update (20 min, David Truong) Agenda

 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)  Program Updates (15 min, David Truong)  Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)  Budget Update (20 min, David Truong) Agenda

Key Follow-up Items from last meeting:  Membership Changes:  Faculty Representation – Ian Cavers  Ian Cull will sit in place of Wes Pue  Informed members of CFBA and NUBO committees of IR program  Representatives identified to sit on IR Working committee  Present Findings from Student DW ISI Pilot  Present budget from source of funding perspective  Deferred Item:  Endorse Finance DW and Student DW detailed scope

 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)  Program Updates (15 min, David Truong)  Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)  Budget Update (20 min, David Truong) Agenda

Program Updates

Successes:  Student DW Pilot - Successfully built out Student DW ISI pilot solution  Finance Discovery - Successfully built out Finance DW environment with a year of financial data  Engaging input from broader campus (especially faculty) and initiating Working committee Challenges:  Dedicated resources and proper backfill  Overcoming learning curve for Oracle BI technology and adopting BI/DW methodology  Confirming Student DW Scope

 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)  Program Updates (15 min, David Truong)  Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)  Budget Update (20 min, David Truong) Agenda

Goals of the Student DW ISI Pilot  Understand the ISI business challenges and build a meaningful solution that addresses a common data management and reporting challenge on campus  Familiarize the IT team with the Oracle Business Intelligence Enterprise Edition (OBIEE) tools  Assess the feasibility of a self-service reporting model  Apply and grow the use of our BI development methodology

Business Challenges  Inefficient use of resources to compile data  Availability of performance indicators not in sync with timelines required for decision support  Multiple points of failure exposing unit to unnecessary risk  Resource diverted to substantiate data  Knowledge silos

Business Challenges  There is a large amount of effort required to compile data leading to inefficient use of resources.

Business Challenges  Availability of performance indicators not in sync with timelines required for decision support

Business Challenges  Multiple points of failure exposing unit to unnecessary risk

Business Challenges  Resource diverted to substantiate data  Knowledge silos Applied Science Arts Commerce Forestry Kinesiology Land & Food Science ES enrolment management PAIR Admissions Domestic Recruitment Student Development ISI Finance Classroom Services Housing Student Finance & Awards

Business Opportunities  Visibility into recruitment funnel  Competitive recruitment advantage  Application of levers  Remote access to information

Pilot Solution: IR Framework Governance Metadata Methodology Technical Business Strategy/Vision Demand Planning Capability Definition Release Management StandardsSkills/Training Metadata Data Security Data Privacy Authentication Authorization Operations AuditError-Handling Data Retention Single Sign-on ID & Access Mgmt Capacity Schedule Backup/ArchivePerformance Data Access Reporting / Analysis Data Mining Ad-hoc Analysis Reports Enterprise Portal Dashboards Publish / Alerts Mobile Performance Management Data Management Data Warehouse Atomic Data Warehouse Subject Specific Data Marts Source Data Sets Unstructured Information Master Data Operational Data Store Business Views Enterprise Data Warehouse Data Integration Data Sources Data Quality Extract, Transform, Load Data Enrichment Finance Batch Near Real-time Student HR External Research Land & Building Cleansing Profiling Harmonization Demographic Lineage Etc. Academic

Pilot Solution: IR Framework Governance Metadata Methodology Technical Business Strategy/Vision Demand Planning Capability Definition Release Management StandardsSkills/Training Metadata Data Security Data Privacy Authentication Authorization Operations AuditError-Handling Data Retention Single Sign-on ID & Access Mgmt Capacity Schedule Backup/ArchivePerformance Data Access Reporting / Analysis Data Mining Ad-hoc Analysis Reports Enterprise Portal Dashboards Publish / Alerts Mobile Performance Management Data Management Data Warehouse Subject Specific Data Marts Source Data Sets Unstructured Information Master Data Enterprise Data Warehouse Data Integration Data Sources Data Quality Extract, Transform, Load Data Enrichment Finance Near Real-time Student HR External Research Land & Building Cleansing Profiling Harmonization Demographic Lineage Etc. Academic Atomic Data Warehouse Batch Business Views Operational Data Store

Pilot Solution: Data Architecture  Designed and documented a data model for effective data analysis

Pilot Solution: Demonstration  We will demonstrate the following analysis scenario that would typically be conducted by a power user:  Select the distinct count of students  Who have applied during the W session  Include both UBC and UBC-O campuses  Grouped by Campus, Session, Administering Faculty, Degree

 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)  Program Updates (15 min, David Truong)  Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)  Budget Update (20 min, David Truong) Agenda

Budget Update: Confirmation of the sources of funding for the IR program