Survey of use of Data Warehousing and Business Intelligence at Australasian Universities 2008

Transcription

1 Data Warehousing Survey results (Jan ) Australasian Association for Institutional Research (AAIR) Data Warehouse Special Interest Group (SIG) Survey of use of Data Warehousing and Business Intelligence at Australasian Universities Note: For the puposes of this survey, the term Business Intelligence refers to the use of for the production of reports, statistics, analysis or other information for the purpose of management, planning and decision making. Q1. Which institution are you from? Responses received from 3 Australian and New Zealand Universities Q. What is the name of your department or unit? Results available for list members upon request. Q3. Would you describe your role as: Role Responses Business Technical 1 Both Role of Respondent Both Technical Business 1 1 Q. What form of governance does your organisation have for reporting, business intelligence and warehousing? Governance High level steering committee 1 1 High level sponsor 13 3 Reference group 1 3 Dedicated unit, department or group Project team No official governance 1 1 Governance for both BI & DW in progress BI is a new unit, working to establish a advisory/focus/priority setting group to direct future BI&DW activities Governance of BI/DW 1 1 High level steering committee High level sponsor Reference group Dedicated Project team No official unit, governance department or group 1/1

2 Data Warehousing Survey results (Jan ) Q. What other support or critical success factors have you found useful for reporting, business intelligence and warehousing? Support and Critical Success Factors Strategic Plan 1 3 Location of resources 11 1 Pay market loading 1 User group 7 Policies 1 Data Quality framework 7 BI Competancy Centre Other success factors (please 7 Competent and Enthusiastic Staff Vendor Support Support from Senior Management Formal Methodology - applies to both Use of expert external consultants on a knowledge transfer basis Internal Marketing and Promotion; Cultural and Change Management Yet to implement Data Quality Framework, BI Competency Centre Support and Critical Success Factors for BI/DW Strategic Plan Location of resources Pay market loading User group Policies Data Quality framework BI Competancy Centre Other success factors (please... Business Intelligence only Q. Which unit / area has primary responsibility for your reporting, business intelligence / warehouse functions? Unit with Primary Responsibility Planning and/or Statistics, Management Information Information Technology 1 Student Administration 1 1 Finance External consultants 1 1 Data warehouse project just starting, no primary responsibility established yet Unit with Primary Responsibility for BI/DW 1 1 Planning and/or Statistics, Management Information Information Technology Student Administration Finance External consultants /1

3 Data Warehousing Survey results (Jan ) Q7. What is the size (in FTE) of your core reporting, business intelligence / warehouse team? (core team includes those full-time or mostly full time resources involved in developing and supporting the DW/BI initiative). FTE of Core BI/DW Team FTE FTE 3 - FTE FTE >1 FTE 1 1 FTE of Core BI/DW Team FTE 1 - FTE 3 - FTE - 1 FTE >1 FTE Q. Indicate the main units / areas that provide resources to your reporting, BI/DW functions (with approx FTE) : FTE of Units Providing Resources to BI/DW Planning and/or Statistics, Management Information 1 9. Information Technology Student Administration 1.1. Finance.7 External consultants FTE of Units Providing Resources to BI/DW 1 1 Planning and/or Statistics, Management Information Information Technology Student Administration Finance External consultants 3/1

4 Data Warehousing Survey results (Jan ) Q9. How many staff at your institution make use of the reports, statistics and analyses produced? Number of Staff Using BI/DW > Testing Phase Number of Staff Using BI/DW at the University > Q1. What stage of development is your reporting, business intelligence / warehouse implementation? Stage of Development of BI/DW Implementation Attempting to initiate / obtaining support 1 Seeking funding Development of first stage 3 Development of subsequent phases Mature ongoing with some development 1 Major upgrade in progress or planned 1 Support activites only (no development) 1 1 DW will probably be a minor upgrade Stage of Development of BI/DW Implementation 3 1 Attempting to initiate / obtaining... Seeking funding Development of first stage Development of subsequent phases Mature ongoing with some devel... Major upgrade in progress or pla... Support activites only (no develo... /1

5 Data Warehousing Survey results (Jan ) Q11. If funding has been obtained for initial development, indicate approximate level of funding obtained Funding for Initial Development $ $1 - $1, 3 $1,1 - $, 1 1 $,1 - $, 3 $,1 - $1mill 3 1 >$1mill 1 1 Major tools upgrade planned for business intelligence Minor tools upgrade planned for warehouse FTE obtained for business intelligence Funding for Initial Development of BI/DW $ $1 - $1, $1,1 - $, $,1 - $, $,1 - $1mill >$1mill Q1. If funding has been obtained for ongoing support, indicate approximate level of funding Funding for Ongoing Support $ 3 $1 - $1, $1,1 - $, 3 1 $,1 - $, 1 $,1 - $1mill 1 1 >$1mill 1 Funding for Ongoing Support of BI/DW $ $1 - $1, $1,1 - $, $,1 - $, $,1 - $1mill >$1mill /1

6 Data Warehousing Survey results (Jan ) Q13. What year did you implement or most recently significantly upgrade your reporting, BI/DW environment? Year of Implementation or Significant Upgrade before DWH under development Have not commenced any significant upgrade or development. As staffing increases, greater output required, consider major development in 9-1 HESA Reforms for DW 1 Year of Implementation or Significant Upgrade before - 7 Q1. What areas of do you currently produce regular reports and statistics for? (e.g. DEST student, staff (live), research, etc.) Areas of Data Currently Included DEST Student 3 DEST Staff 3 DEST Research 1 DEST Finance 1 DEST Equity 3 DEST National Benchmarking 1 3 AGS Survey Other DEST (please 3 3 Student live 3 Staff live 3 3 Research live 3 Finance live 1 1 Load Management Budgets and Forecasts 1 Key Performance Indicators 7 Student Applications 3 External ABS Other external Course & Teaching Evaluations Many miscellaneous university systems Currently under development Admissions Centre. Internal survey Buildings, Grounds, Facilities; Environmental Sustainability; Utilities Usage (Electricity, Gas & Water); IT live ; Web Content Management Areas of Data Currently Included in BI/DW DEST Student DEST Staff DEST Research DEST Finance DEST Equity DEST National Benchmarking AGS Survey Other DEST (please Student live Staff live Research live Finance live Load Management Budgets and Forecasts Key Performance Student Applications External ABS Other external /1

7 Data Warehousing Survey results (Jan ) DEST Student DEST Staff DEST Research DEST Finance DEST Equity DEST National Benchmarking AGS Survey Other DEST (please Student live Staff live Research live Finance live Load Management Budgets and Forecasts Key Performance Student Applications External ABS Other external 7/1

8 Data Warehousing Survey results (Jan ) Q1. What areas of do you currently combine within the warehouse from more than one source system? Areas of Data Currently Combined Student Only to date. HR & Finance scheduled this year International Student Data School Pupil Populations We don't do this currently but plan to combine Student, HR and Finance mainly student and HR Student only at present Student, Research, Finance, HR Student, Staff, Finance and Research Student, HR, Research Master combined in the DW but reported using a non-bi tool. DW is used more as an Operational Store in this instance. Most is done outside the warehouse. Some salary reporting is combined with HR. Enrolment and HR system to provide Student:Staff ratios 1.Research, Staff, Student and Finance. Applications and Enrolments limited student and finance currently. Finance and Students; Finance and Staff; Students and Staff; Research and Staff; Buildings and Staff; IT and Staff; Student Q1. What reporting, business intelligence or warehouse components does your institution currently have? BI/DW Components Currently Implemented Responses Data staging area (mainly normalised) 11 Data warehouse (mainly denormalised / dimensionally modelled) 1 Data marts (separated subject areas / dimensionally modelled) Extract, Transform and Load (ETL) functions 1 Operational store (containing current transactional ) 11 Functional Silos 3 Reporting layer 1 Online Transactional Reporting (OLTP) 7 Online Analytic Processing (OLAP) 1 Dashboards or Scorecards Alerts or Notifications Budgeting or Forecasting 9 Meta or Search Facility 3 Data Quality Data Mining or Predictive Analysis 1 Pilot dashboards delivered in Data staging area (mainly normal... Data marts (separated subject a... Data warehouse (mainly denorma... Operational store (containin... Extract, Transform and Load (ETL)... BI/DW Components Currently Implemented Functional Silos Reporting layer Online Analytic Processing (OLAP) Online Transactional Reporting (... Alerts or Notifications Dashboards or Scorecards Budgeting or Forecasting Meta or Search Facility Data Quality Data Mining or Predictive Analysis /1

9 Data Warehousing Survey results (Jan ) Q17. What reporting, warehouse or business intelligence components does your institution plan to implement in the near future? BI/DW Components Planned to be Implemented Responses Data staging area (mainly normalised) Data warehouse (mainly denormalised / dimensionally modelled) Data marts (separated subject areas / dimensionally modelled) 7 Extract, Transform and Load (ETL) functions 9 Operational store (containing current transactional ) Functional Silos 1 Reporting layer 1 Online Transactional Reporting (OLTP) 3 Online Analytic Processing (OLAP) Dashboards or Scorecards 1 Alerts or Notifications Budgeting or Forecasting 11 Meta or Search Facility 7 Data Quality Data Mining or Predictive Analysis 1 Geographical Intelligence & Analysis; Advance Statistical Analysis; Non-Financial Planning; Data Profiling; Data staging area (mainly norm... Data warehouse (mainly denor... Extract, Transform and Load (ET.. Data marts (separated subject... BI/DW Components Planned to be Implemented Operational store (containi.. Functional Silos Reporting layer Online Analytic Processing (OLAP) Online Transactional Reporting... Alerts or Notifications Dashboards or Scorecards Budgeting or Forecasting Meta or Search Facility Data Quality Data Mining or Predictive Analysis Q1. What tools or products do you use to deliver your reporting, business intelligence / warehouse functions? Products and Tools Used for BI/DW IBM / Cognos Oracle / Hyperion Business Objects 3 1 SAS Microsoft Reporting Services 1 1 Microsoft general only (Excel, Word) 3 Inhouse system 1 DW:Data Integrator BI:PLSQL Web Reports We use Oracle Warehouse Builder for DW & Oracle Discoverer for BI Microsoft Analysis Services Products and Tools Used for BI/DW IBM / Cognos Oracle / Hyperion Business Objects SAS Microsoft Reporting Services Microsoft general only (Excel, Word) Inhouse system 9/1

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11 Data Warehousing Survey results (Jan ) Q19. What type of bases do you use to gather and store the information? (e.g. Oracle, MS SQL Server, Access, Excel, etc.) Databases Used for BI/DW Oracle 9 MS SQL Server Access 3 3 Excel 3 Foxpro 1 1 Inhouse system 1 Informix Databases Used for BI/DW Oracle MS SQL Server Access Excel Foxpro Inhouse system Q. Please list any recently evaluated tool(s) or product(s) used for business intelligence / warehousing. Recently Evaluated Products and Tools COGNOS evaluated and selected SAS - Enterprise Intelligence Platform (Evaluated) Oracle Discoverer (Evaluated) Microsoft DQL Server Enterprise Edition (Evaluated) Cognos (Considered) Business Objects (Considered) SAS Performance Management (SAS SPM) Oracle SAS Business Objects Performance Manager, Business Objects Data Integrator, SAS. Also looked at WherescapeRED Cognos Hyperion Workforce Planning Cognos Data Manager (ETL tool) SAS Cognos Business Intelligence suite Cognos Cognos BI ; Cognos Data Manager; Cognos EP ; SAS; SPSS; Integeo; IBM DataStage; IBM Business Glossary; IBM QualityStage; Informatica ETL, Oracle Q1. Do you intend to change to or use any of those recently evaluated products? If so, which one(s)? Plans to Change Products or Tools No COGNOS in use SAS Enterprise Intelligence Platform SAS Performance Management (SAS SPM) BO Perf Mgt, BODI Currently using Cognos Reporting and Cognos Analysis, looking to implement Cognos Metrics Yes - workforce planning SAS Yes, Migrating to Cognos Have upgraded to Cognos No change from Cognos. Some small tools may be purchased that complement Cognos Just evaluating but ETL the most citical need 11/1

12 Data Warehousing Survey results (Jan ) Q. What area(s) of your institutions reporting, business intelligence or warehousing functions are working most successfully? Areas of BI/DW that are working most successfully Student - long history Data Warehouse, ETL and Modelling functions are working well and at a good stage of identification and development. Reporting Tool Test Phase is progressing well and that and Portal functionality look excellent. Reporting on Student Load (Actuals, Targets and Forecasts) Too early to evaluate. KPI presentation layer Ad hoc reporting Reporting framework OLAP Cubes DW - student until the new student system comes into play BI - Inhouse - pretty much all BI - BO PerfMgt - still in its infancy Reporting Dimensional modelled Student Profiling mart which is refreshed nightly. Finance Reporting Admission Enrolment High Degree Research Financial Actuals HR FTE's Student, Financial Student Load, HR the rest are currenty being finalised but certainly helped greatly in our recent AUQA visit Good reporting is available from nearly all major sources from individual 'marts'. BI Finance and HR Data access and Reporting to university community Q3. What area(s) of your institution's reporting, business intelligence or warehousing functions need improving most? Areas of BI/DW that need improving most Expansion of DW to include HR & Finance Implementation Year - Not Applicable Reporting on Student Load (Actuals, Targets and Forecasts) - seems strange, but true We also need a much greater focus on pure BI, ie. reporting on areas other than the DW. As we only do a small amount of this. Policies and Procedures Evaluations of Courses and Teaching - needs to be removed as it is compliance reporting and not well implemented. IT and training services for reporting were lacking for a long time but has recently greatly improved. It is too early to comment on DWH Integration of disparate sources ETL and Meta HR, Research, and Finance Metrics Data Quality and Integration (conformed dimensions) Combining Student, HR, Finance & Research to simplify Management Performance Reporting on Faculties and Schools. Detailed workforce planning student HR More corporate level reporting combining across systems is required. Data Warehousing needs a tool upgrade and more resources. DWH under development Students, Research and Strategic Planning ETL Data Quality More Support Staff 1/1