1. Fiscal Administrators Meeting 20-Apr-2016
April 20, 2016
UBI Rollout
UBI Rollout – Fiscal Admins
Fiscal Administrators Meeting
20-Apr-2016

2. What is UBI? University Business Intelligence
Enterprise Reporting Environment made up of 3 key components
Data Warehouse
Data Governance and Stewardship
Reporting Tools
April 20, 2016
UBI Rollout – Fiscal Admins

3. WIFM?
Ultimately, integration of data from various data sets (e.g. Financial, Student, HR, local, etc…)
Faster
Interactive
No plug-ins required
User driven data-discovery
Advanced visualizations
Customized reporting
April 20, 2016
UBI Rollout – Fiscal Admins

4. Phased Release Approach
April 20, 2016
UBI Rollout – Fiscal Admins

5. Training Approach Experience UBI Introduction to UBI UBI Workshops
Demo by department, as requested
Opportunity to develop awareness
Introduction to UBI
Required training for access to UBI
Face-to-face training
3 hr session – navigation, activities, workshop
“come to you”
UBI Workshops
Real world questions and answers
Focused topics
Face-to-face
As requested
Advanced UBI
Advanced use of tools
Advanced analytics topics
Cross-functional
Growing library Just-in-Time Training resources
April 20, 2016
UBI Rollout – Fiscal Admins

6. Support Approach HelpDesk UBI Online Community
Tier 1 and Tier 2 Support
UBI Online Community
Robust online community
Engagement on tool
Subject Matter Experts
Training resources and content
April 20, 2016
UBI Rollout – Fiscal Admins

7. UBI Rollout Timeline April 20, 2016 UBI UAT and SME UBI Pilot
May
Jun
Jul
Aug …
April 20, 2016
UBI UAT and SME
50 participants
29 areas represented
Training
Testing
Feedback
UBI Pilot
~50 participants (different from SMEs)
Pilot training, processes, tools
UBI Community
Configuration and Setup
Content population
Intro to UBI Face to Face Training
600 active Discoverer users of GA reports
# Additional users – GA data
~60 sessions
“Bring it to you” model
UBI Community - Live
Provide support
Drive user engagement
Populate content
Leverage SMEs and Project Team for support
UBI Workshops
Follow up to Intro to UBI and real-world use
Answer real questions
Focused topics, tips/tricks
UBI Community
Grow and expand
UBI Rollout – Fiscal Admins
Experience UBI
Hands on demo sessions
Expand awareness
Advanced UBI
Advanced topics for using the tools
Cross-functional engagement on financial analytics
UBI Community
Grow and expand