1. 1 Getting Started with Business Intelligence at Michigan Shane Fortune, Ross School of Business and MAIS John Gohsman, MAIS November 19, 2008 MAIS Connection Conference 10:15 session

2. 2 ■ BI at U-M What is BI? What’s Happening on Campus? ■ BI at MAIS Organization Products Services Agenda:

3. 3 What is Business Intelligence? Dave Wells (TDWI): Business Intelligence is the ability of an organization or business to reason, plan, predict, solve problems, think abstractly, comprehend, innovate, and learn in ways that increase organizational knowledge, inform decision processes, enable effective actions, and help to establish and achieve business goals. University of Michigan BI is also referred to as academic analytics (at U-M) or institutional intelligence. BI is an IT term that refers to the collecting, structuring, analyzing and leveraging of data to turn it into easy-to-understand information. This enables the leaders to use their expertise to make data-driven decisions.

4. 4 Various Business Drivers of BI Investments Operational Efficiency Internal/External compliance Self-service model of information delivery Timely response to data needs Strategic Business Transformation Align with and track against strategy and objectives To speed up and improve decision-making ability To share information with customers and partners Lower TCO Higher Business Agility and Scale Enabling Contributing Technology Information Based on Gartner Research

5. 5 Examples Operational Efficiency Internal Control Reports Pre-defined Reports and Queries Data Sets in the Data Warehouse Strategic Business Transformation LSA Key Performance Indicators M-Dash M-Marketsite Lower TCO Higher Business Agility and Scale Enabling Contributing Technology Information

6. 6 Information Hierarchy/Maturity Information Maturity Strategy Mapping Decision Support Management Reporting Operational Reporting

7. 7 BI on Campus Educate and build awareness via BI Community

8. 8 ■ BICE Community Events Networking opportunities ■ BI Website www.bi.umich.edu ■ Online Tutorial Case studies, testimonials ■ BI Wiki Projects, Tools, Training Resources on Campus

9. 9 ■ BI at U-M What is BI? What’s Happening on Campus? ■ BI at MAIS Organization Products Services Agenda:

10. 10 ■ Partner Understand business need Leverage data for decision-making ■ Expertise Competency center ■ Solutions Information, Content, Tools, Analysis MAIS BI Division: Mission

11. 11 MAIS BI Division: Organizational Structure John Gohsman, Director Holly Nielsen, BI Products & Services Analysts Tools BI Community Rapid Deployment Team Data Sets Data Administration Peggy Bennett, Data Admin, Research & Strategy Applications

12. 12 Everyone has Different Information Needs I am a…I want to… Faculty MemberMake sure I’m not over-budget on my sponsored research project Academic Unit Administrator Monitor enrollment trends Dean’s Office AnalystDetermine what the revenue from increased enrollment versus the cost of instruction HR SpecialistExplore years of service by age and gender for succession planning, equity analysis

13. 13 Just as you choose a channel for personal information needs…. Business news programming In-depth analysis of current events Most popular national and international stories in just 30 minutes

14. 14 … you choose a channel for U-M information needs Power Tools (e.g., Business Objects Webl, Proclarity) M-Reports Operational Applications (e.g., M-Pathways, eResearch) Operational Users (~5,000) Power Users (~3,000) Leadership, Faculty & Managers (Guided Analysis) (~10,000 Users) “CNBC” “Headline News” “News Hour”

15. 15 Content comes from different locations with appropriately-designed content Operational Data ■ Online Transaction Databases (OLTP) Real Time Designed for transaction processing Used for operational reporting ■ Operational Data Stores (ODS) Day old copy of OLTP Created for performance purposes HE Prod, HE ODS, Fin Prod, Fin ODS

16. 16 ■ Dimensional Models Designed to answer known business questions ■ Cubes Designed for analysis (slice/dice, drill down) Content comes from different locations with appropriately-designed content Data Warehouse Different refresh schedules Fed from OLTP and… ■ Traditional Datasets Designed for maximum flexibility PersonSpaceOrg HR Metrics

17. 17 …and delivers information to the right location Power Tools (e.g., Business Objects Webl Proclarity) M-Reports Operational Applications (e.g., M-Pathways, eResearch) PersonSpaceOrg HR Metrics HE Prod, HE ODS, Fin Prod, Fin ODS HE Prod, HE ODS, Fin Prod, Fin ODS Local Data

18. 18 Grids and graphs (guided analysis) Data into info Predefined reports M-Reports: Easy-to-Use Information Application exposed FinProd nVision DW BusObjs HEProd PSQuery Dept Crystal future Dept Crystal future HEODS SQR HEODS SQR HEODS HEProd FinODS FinProd Data into info DW

19. 19 Ad hoc reporting Data Predefined reports BusinessObjects: Powerful Tool for Ad Hoc Reporting DW

20. 20 Data Administration Services ■ Policy: Data as an asset that must be managed ■ Governance model: Stewards, managers ■ Strategic Use: Enterprise data model ■ Management: Information Life Cycle ■ Data Modeling Service: Data Warehouse and operational administrative data

21. 21 Business Intelligence Services ■ Consulting and support of data and tools ■ Analytical support for small schools ■ Build data sets for data warehouse ■ Deliver application solutions via M-Reports ■ Provide beginning and advanced training and education ■ Support BI community efforts

22. 22 Recognition… And Outreach. Speaking engagements at: iStrategy Conference, Educause, Educause Enterprise, HEUG, NCIC, National Consortium for Continuous Improvement in HE, American Strategic Management Institute Winner of U-M’s BI Award for M-Reports 2 nd place in TDWI’s Award for BI Community Work Finalist for Microsoft’s Pervasive BI Award for M-Reports U-M BI Website is top Google search result and highlighted by CUPA-HR