1. Welcome! BI Executive Sponsors December 18, 2015
Business Intelligence
@ University of Wisconsin
Wisconsin
Welcome!
BI Executive Sponsors
December 18, 2015

2. Agenda Welcome and Check-in Refresher BI Software Purchased
Project Goals and Objectives
CSRG Base BI Budget
Team roles/responsibilities
Introduction of New Data Structures
BI Software Purchased
Agenda ‘New BI Tool Day’
Project Planning Status
Results Staffing Resources Assessment
Impacts on Project Plans, Training, Timeline
CSRG Budget Requests
Preview Thoughts on New BI Initiative Budget

3. Refresher – Project Goals and Objectives
Interactive Reporting Out of Support by CSRG 6/2017; Oracle 4/2018 (BTW, IR is ‘fragile”)
Project Goal – ‘migrate’ Workspace content and users from IROBIEE
HRS Shared Queries – Funded by CSRG
Campuses’ Student Queries funded by each campus
FY 16 Budget covers
Software purchase/hardware/maintenance
Shared query conversion
System Admin
Training system/campus admins; two authors/campus
Project Coordination and Management
Number of Users Over Last Year by Campus
Responsibility 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

4. CSRG BI Base Budget – FY17-20
Software
Hardware
Software maintenance
System Administrator
Implementation Consulting
Project Coordination/Management
Conversion shared queries
Training system/campus admins and two technical staff per campus

5. Refresher – Teams Roles and Responsibilities
BI Executive Sponsors
BI Project Coordinators
Ultimately responsible for securing spending authority and resources for the project.
Ideally, should be the highest-ranking manager possible, in proportion to the project size and scope.
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.
Provides support for the Project Coordinator and has final approval of all scope changes, and signs off on approvals to proceed to each succeeding project phase.
Serve as member of BI implementation team
Identification of the campus BI administrator
Identification of two technical developers for training
Communicate with and coordinate training of campus Workspace users to ensure their understanding, support, commitment, and action during this transition
Communicate with and coordinate training of the ad hoc IR users to ensure their understanding, support, commitment, and action regarding their own local/specialized queries.
Review, access convert/consolidate/eliminate campus specific queries/reports to the new BI tool.

6. Refresher - Challenges: UW System Transition from Interactive Reporting to New BI Tool
11/15/201812/

7. New Tool Selected Components - OBIEE 12c - Endeca - BICS Email sent to
- BI Executive Sponsors
- BI Project Coordinators
- BI Core Team

8. 11/15/2018

9. Last meeting identified . . .
Executive Sponsors work with BI Project Coordinators on communication plan
Project Planning Team work with vendor to
Develop project plan including milestones
Develop timeline
Understand initial training who, on what, when . . .
. . .
Develop BI CSRG budget request to mitigate risks identified by Executive Sponsors

10. Project Planning Status
Executive Sponsor – David Stack
Governance Body - BI Executive Committee
Project Coordinator – Kathy Luker
Project Manager – Mark Treiber
Training Partner – Maverick Solutions
Planning Team
Kathy Luker/Dan Koetke
Mark Treiber
Mike Vavrus/Tim Lehman
Bob Turner/Christine Peterson
Robert Flum
Next Steps
Project Charter
Develop Project Plan
Develop Timeline
Benchmark/Best Practices Research

11. Benchmarking Best Practices
Institutions in PeopleSoft, already transitioned from IR  OBIEE
Ohio State University
Cornell University
University of Minnesota
University of Arizona
University of California, Berkeley
Harvard University
Stanford University
University of Pittsburgh
The Pennsylvania State University
Lone Star College System
Florida State University
Emory University
New York University
University of Massachusetts System

12. Risks Identified by Executive Sponsors

15. Mitigating Risk New BI Initiative Funding ? Immediate Need Campuses
Training beyond FY16
Dimensional Data Modeling, Semantic Data Layer Development Expertise
Immediate Need Campuses
Identify Key Technical Staff to be trained
Campus Admin includes repository management
Campus Admins Needed for
Madison
River Falls
Oshkosh
Stevens Point
Early training in February:
Dimensional Modeling (3 day)
OBIEE Repository and Security Management (4 day)

16. Optimum Training Order
Adopting OBIEE for Business Intelligence at The University of Pittsburgh
Training Takeaways
Helped us focus on entire implementation
Able to identify similarities / differences with Brio
Users unfamiliar with Brio found OBIEE easy to use
Helped us understand questions asked by consultants!
Training manuals exceptional
Instructor exceptional
Optimum Training Order
Dimensional Modeling
OBIEE Administration / Repository
Analytics (Answers)
BI Publisher
Different subsets of people in each class – role based
Complete training earlier in the process
Lessons Learned
Understanding roles that will be necessary for implementation and ongoing maintenance
Timing of training – Complete Training Earlier in the Process
Session #33875
March 10, 2014

17. Train Key Roles Early – Considering February

18. CSRG Budget Requests Due 1/4
BI New Initiative
Covers
10% budget ~$100,000
2 FTE?
Training
Dimensional modeling/semantic layer support for campuses
Other???

19. Good-bye!
Next Meeting
January 22, 2015
9:30-10:30
Wisline Web