1. University of Wisconsin Business Intelligence
UWBI Project Coordinators
August 25, 2017

2. Agenda AGENDA MEETING OBJECTIVES Welcome, Objectives, Agenda
UWBI Coordinators…
Review Project Timeline
Understand migration to central environment(s) process
Learn status of Training/Communication
Have a chance to ask questions/share concerns.
AGENDA
Welcome, Objectives, Agenda
Sept. Answers and Dashboards Training Class Full
Staffing Updates – Merge Manager, Shared Queries Developer
UWBI Configuration Changes
Review Updated Project Deployment Timeline
Status of Campuses Move to Central Dev.
Status of Central Production Environment
Review Migration Checklist
Project Training/Communication
Search Status
Proposed interim steps
Questions

3. September 6-8 Reports and Dashboards Class
Full at 20
Attendees have received class logistics
Any questions?

4. Staffing Updates
Merge Manager
Shared Queries Developer

5. UWBI Configuration Changes
UWBI Operational Governance Recommends:
Change Control Working Group ( (published on the wiki)
Mark Treiber
Robert Flum
Tim Lehman
Andy Cunningham
Jon Allen
Requests for configuration changes should be submitted to the list
If the requested change is purely technical (that is, the change will not affect how the application behaves or is formatted), the Working Group may authorize the change and document on the Wiki
The Working Group will review configuration changes that may possibly affect the behavior or formatting of UWBI and will document a recommendation for consideration by UWBI Operational Governance.
All configuration changes will be maintained on the Wiki.

6. Review Updated Project Deployment Timeline – Discuss August/Sept

7. Review Migration (to production) Checklist

8. Project Training/Communication
Trainer Search Status
Search Committee Members
Renee Pfeifer-Luckett, Director, Learning Technology Development, UW System
Lorie Docken, Assoc. Director, UW System Service Center
Jennifer Chapek, Enterprise Information Systems, UW-Stout
Stephanie Warner, Data Warehouse Administrator, UW-Milwaukee
Robert Flum (Chair), Director, Information Systems & Reporting, UW-Platteville
Position Description being developed
UW System HR
Timeline

9. Training and Communication Plan
Proposed effort to build out both the Training and Communication plans
Training Plan Development
Communication Plan Development
Training Curriculum
Training Delivery Timeline by Phase
Training Development Standards Style Guide
Training Delivery Logistics Template
Train the Trainer Plan
Training Support Plan
Training Repository Plan
Audience (Stakeholders)
Delivery Methods
Sender
Communication Templates
Timing by Phase
Key Messages
Frequency 9

10. Training SCOPE
Incorporate Feedback from Summer Meeting
Develop generic, standard training materials by target audience: written, on-line version, special topics, train the trainer
Introduction to OBIEE
Short course for authors
Consumers
Provide training – Instructor Lead Training – for end users
Regionally 10

11. Training SCOPE Develop Resource Library of Useful Information
Incorporate Feedback from Summer Meeting
Develop Resource Library of Useful Information
Training on best practices and new features
Self-paced training on OBIEE
Maintain central document portal(LMS)?
Develop videos of merge process
Develop videos for end users
Provide 11g to 12c transition training (Platteville) 11

12. Questions?

13. Next Update: to be scheduled
Good-bye!
Next Update: to be scheduled
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