1. Welcome! BI Executive Sponsors November 17, 2015
Business Intelligence
@ University of Wisconsin
Wisconsin
Welcome!
BI Executive Sponsors
November 17, 2015

2. Agenda Status Update for new BI Solution Proposed New BI Tool Day
Contract negotiations tomorrow
Project structure update
Proposed New BI Tool Day
January 13
Action Items from Executive Sponsors
Message to Chancellors
Responses to
Please list any risks that could keep the project from being successful on your campus.
What do you feel UW System could do to help campuses in this effort?
Staffing resources assessment What needed in new tool

3. Agenda Project Resource Needs Next steps after contract On Campuses
Shared?
Next steps after contract

4. Updated Project Structure

5. New BI Tool Day What When/Where Who
Full day session with vendor – demo, Q/A
When/Where
January 13, Pyle Center (hopefully) with video links to the campuses
Who
See next slide

6. Audiences for New BI Tool Day
Overview for Executive Sponsors and other Executives
Preview for Consumers
Semantic Data Layer Developers
Report/Dashboard Authors
Overview for ‘Ad Hoc’ Report Developers
Nuts and Bolts for Campus Admins
Others?

7. Executive Sponsors’ Action Items
DRAFT Message to Chancellors from President Cross
Each campus is expected to fund their part of the overall project.
Campus Provosts and CBO’s have named Executive Sponsors for the project.
Being an Executive Sponsor means providing resources for the project.
Many Executive Sponsors have indicated they will need to have conversations with campus leadership on how to provide the funding.
This is NOT an optional project. There will be NO access to data without completing this project.
Status Update Delivery of Message to Chancellors

8. Executive Sponsors Responses to Risks, UW System Support

9. Reporting Today  Tomorrow
Current: Use query Language  data tables
Future: Use Semantic Layer
Madison Student Data Model
Interactive Reporting
Platteville Subject Area
From Semantic Layer
Oracle’s OBIEE

10. Semantic Layer is . . .
Key component in successful BI Tool Implementation
Business representation of transaction data where users
Are insulated from technical details, e.g., creating data models
Create queries using familiar terms
Can include computed items
See data not as a collection of tables (needing joins) but rather a single organized list of business fields from multiple sources
Specify query by selecting fields
Point and click to customize report appearance . . .
Tables, crosstabs, graphs
Enables ‘self service’
Implements ‘single version of truth’

11. 9/16/2018

12. Executive Sponsors’ Action Items
Staffing Resources Assessment
What I have now (% FTE)
Develop cross-walk
What I need in new BI Tool

13. Current Roles/Staffing and FTE Related to Campus Solutions Reporting and Interactive Reporting
Enter Your Campus Name: __________________________________________________
Interactive Reporting Manager/Facilitator
FTE: _______
_____________________
Campus Solutions
Subject Matter Expert(s)
FTE: _______
_________________________________________________________________________________________________________
Campus Solutions
Business Requirements Analyst(s)
FTE: _______
_________________________________________________________________________________________________________
Interactive Reporting
Campus Administrator
FTE: _______
_____________________
Interactive Reporting Development Team Manager
_____________________
FTE: _______
Reporting Trainer
FTE: _______
_____________________
Campus Solutions (Source)
Application Manager/Lead(s)
FTE: _______
____________________________________________________________
Interactive Reporting
Report Requirements Analyst(s)/
Developer(s)
FTE: _______
____________________________________________________________________________________
Campus Solutions (Source)
Application Developer(s)
FTE: _______
_________________________________________________________________________________________________________
Campus Solutions Infrastructure
FTE: _______
_________________________________________________________________________________________________________
Campus Solutions Data Warehouse
Data Modeler(s), ETL Developer(s)
FTE: _______
_________________________________________________________________________________________________________
Interactive Reporting
Ad Hoc Report Developer(s)
FTE: _______
_________________________________________________________________________________________________________
9/16/2018

14. Current Roles/Staffing and FTE Related to Campus Solutions Reporting and Interactive Reporting
Enter Your Campus Name: __________________________________________________
Please provide any additional comments or explanations necessary to explain the information provide on page 1.
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
9/16/2018

15. Current Campus Solutions Reporting and IR Reporting Role Definitions:
Campus Solutions Subject Matter Experts: Individuals who exhibit the highest level of expertise in performing a specialized job, task, or skill within campus solutions.
Campus Solutions Business Requirements Analysts: Individuals who serve as liaisons with campus solutions stakeholders who understand the structure, policies, and operations of the institution, and can recommend solutions that enable the campus to achieve its goals.  Facilitates the analysis of campus solutions reporting.
Campus Solutions (Source) Application Manager/Leads: Individuals who lead, manage and direct the operational, financial, and personnel activities of the Student Applications (Campus Solutions) Group whose mission is to acquire, develop, and maintain data systems that pertain to a student's academic relationship with the University. The scope of these applications systems includes admissions, credential tracking, course articulation, student demographics and address information, registration, academic advising, housing, degree audits, grade reporting, and alumni data. Examples are registration, undergraduate admissions processing, Housing Assignment and Billing System (ABS), Degree Audit Reporting System (DARS), and the Student and Exchange Visitor Information System (SEVIS), and reports and dashboards for the Interactive Reporting Workspace (a secure web-based repository of student queries and reports).
Campus Solutions (Source) Application Developers: Individuals who recommend application solutions and write programs to meet chosen campus solutions needs, including hands-on coding within PeopleTools, implementing changes to ISIS code and bolt-ons.
Campus Solutions Infrastructure – Testing, Migration and Batch: Individuals responsible for the overall implementation and management and support of hardware, software, network resources and services required for the existence, operation and management of the campus solutions IT environment.
Data Warehouse Data Modeler(s), ETL Developer(s): Individuals responsible for the overall implementation, management and support of Campus Solutions data warehouse, including data modeling and extract-transform-load processes from campus solutions source data; requiring in-depth knowledge of the complex technical environment of ORACLE and data delivery tools, integration of data from many sources, and the complex coordination of information from many platforms and databases.
9/16/2018

16. Current Campus Solutions Reporting and IR Reporting Role Definitions (continued):
Interactive Reporting Campus Administrator: Individual responsible for administration of the campus Interactive Reporting Workspace content and user/group/role set-up and security.
Interactive Reporting Manager/Facilitator: Individual who manages and coordinates the campus Interactive Reporting Workspace student query content as well as access to such data on campus.
Interactive Reporting Development Team Manager: Individual who leads and manages the work of the Interactive Reporting analysts and developers who are supporting the student query content of the campus Interactive Reporting workspace.
Interactive Reporting Report Requirements Analysts/Developers: Individuals who work with student data end users to identify business objectives and requirements for new query documents or programs and enhancements; create dashboards and reports for use by student data consumers. Plan, design and develop complex queries and/or programs using the Interactive Reporting Studio desktop client tool, customized with specialized programming languages or custom code. This position has extensive technical knowledge and functional and business knowledge of the data and data warehouse sources being reported.
Interactive Reporting Ad Hoc Report Developers: Individuals who have knowledge of student data and the ability to create data warehouse data models, ad hoc dashboards and reporting for personal and college/departmental use.
Reporting Trainer: Individual responsible for training campus solutions users of the reporting system.
9/16/2018

17. Map/Crosswalk: What Roles Needed for New BI Tool

18. Functional and Technical
Transitional Roles Related to Campus Solutions - Business Intelligence Reporting
Functional and Technical
Grey = existing roles
BI Executive Sponsor
% FTE
______
Campus Solutions
Subject Matter Expert(s)
% FTE
______
BI Trainer
% FTE
______
BI Project
Coordinator
% FTE
______
BI Project Manager
% FTE
______
Campus Solutions
BI Sponsor
% FTE
______
Campus Solutions
BI Reporting Manager
% FTE
______
BI Data Warehouse
Dimensional Data Modeler
% FTE
______
BI Campus
Administrator
% FTE
______
Campus Solutions
Business Requirements
Analyst(s)
% FTE
______
BI Semantic Layer Developer(s)
% FTE
______
Data Warehouse Data Modeler(s)/
ETL Developer(s)
Campus Solutions (Source)
Application Manager/Lead(s)
Application Developer(s)
Campus Solutions Infrastructure (Data Warehouse, Testing, Migration, Batch)
% FTE
______
BI Dashboard/Report
Author(s)
% FTE
______
BI Ad Hoc
Report Author(s)
% FTE
______
9/16/2018

19. BI Functional Role Definitions:
Campus Solutions Subject Matter Expert: Individuals who exhibit the highest level of expertise in performing a specialized job, task, or skill within campus solutions.
Campus Solutions BI Sponsor: The campus executive who can set the BI priorities and drive investment for the BI project.
Campus Solutions BI Reporting Manager: Person responsible for leading the BI reporting project from the functional side. Includes planning, execution and managing the people, resources and scope of the BI reporting effort. Works closely with the technical BI Project Manager.
Campus Solutions Business Requirements Analyst: Liaisons among stakeholders who understand the structure, policies, and operations of the institution, and can recommend solutions that enable the campus to achieve its goals.  Facilitates the analysis of existing query library reports in order to determine the requirements for how those reports will be converted into the new environment; collaborates with the BI Coordinator and BI Project Manager and others to prioritize the order of conversion.
9/16/2018

20. BI Technical Role Definitions:
BI Executive Sponsor: Manager with demonstrable interest in the outcome of the project who is ultimately responsible for securing spending authority and resources for the project. Ideally, the Executive Sponsor should be the highest-ranking manager possible, in proportion to the project size and scope. The Executive Sponsor acts as a vocal and visible champion, legitimizes the project’s goals and objectives, keeps abreast of major project activities, and is the ultimate decision-maker for the project.
BI Project Coordinator: Ensures that the Project Team completes the project. He or she will participate in project planning (high level) and the development of the Project Initiation Plan.  The Project Coordinator also will work to secure acceptance and approval of deliverables from the Project Sponsor and Stakeholders. The Project Coordinator is responsible for communication, including status reporting, risk management, escalation of issues that cannot be resolved in the team, and, in general, making sure the project is delivered in budget, on schedule, and within scope.
BI Project Manager: Develops the Project Plan with the team and manages the team’s performance of project tasks. The Project Manager assists in securing acceptance and approval of deliverables from the Project Sponsor and Stakeholders. The Project Manager is responsible for monitoring successful completions of all tasks within the project plan, communicating task status to the Project Coordinator, schedules and facilitates team meetings, etc.
BI Campus Administrator: Set up campus infrastructure and apply security-similar to today’s role in IR.
BI Trainer: Responsible for creating all training and educational content in order to educate the campus BI community on BI tool use, catalog of existing reports / dashboards, data structures and data definitions.
BI Data Warehouse Dimensional Data Modeler: Define dimensional models from HRS-EPM data (built on a star-like schema), with dimensions surrounding fact table(s). Dimensional modeling always uses the concepts of facts (measures), and dimensions (context). Facts are typically (but not always) numeric values that can be aggregated, and dimensions are groups of hierarchies and descriptors that define the facts.
BI Semantic Layer Developer: Translate the HRS-EPM data mart structure into the semantic layer of the BI tool. (A semantic layer is a business representation of data that helps consumers access data using common business terms. The aim is to insulate users from the technical details of the dimensional model and allow them to create queries in terms that are familiar and meaningful.)
BI Dashboard/Report Author: Build analyses, create dashboards and reports for use by consumers. This position is similar to today’s “developer” role in IR. This position has technical knowledge and extensive functional and business knowledge of the data being reported.
BI Ad Hoc Report Author: Create ad hoc dashboards and reports for use by consumers. This position has extensive functional and business knowledge of the data being reported.
9/16/2018

21. Project Resources – FY16 UW-System’s Funding (CSRG)
Tool software replacement
Conversion of System-wide shared queries
Limited training of selected roles at campuses
Campus Admins
Two developers per campus
Responsibilities of Campuses
Assessment/conversion of queries/reports/jobs
Embedded in conversion is creation of semantic layer
Training of ad hoc query writers
Training of users of new system

22. Securing Project Resources – FY 17
After contract
Work with BI Project Coordinators on communication plan
Work with vendor, implementation partner to
Develop milestones
Develop timeline
Understand initial training who, on what, when . . .
Develop BI CSRG budget request

23. FY 17 Resources - CSRG

24. Good-bye!
Next Meeting
December 17, 2015
12-1
Wisline Web