TechForum2011 Presentation

Transcription

1 TechForum2011 Presentation Information session on the BI Governance Wednesday October 10, 2011 Presented by Peter Radcliffe and Joe Sullivan

2 University of Minnesota Founded Campuses 29 Colleges/Schools 43,000+ undergraduates 14,000+ graduate students 3,600+ professional students 4,100+ faculty 21,000+ staff 8th largest public in NSF R&D $8.6 billion annual economic impact on Minnesota

3 Reporting Ecosystem Centrally provided Data Warehouse (Oracle) Web based reports (Home-grown) Ad hoc querying capability (Home-grown) Decentralized/Locally provided Data Marts (Many technologies) Web based reporting (Many technologies)

4 Program Motivation more than a dozen institutional reports have investigated and reported on the need for validated data, tools and dashboards, metrics and measurements, and increased analytic capacity. PEL 2009 Academic Analytics Report

5 Driving institutional performance through analytics

6 Program Vision Shared governance central and local participation Shared understanding consistent data definitions and usage Shared data common home for institutional and unit data Shared tools a common suite of reporting tools for central, unit, or blended data Shared development units can develop and share their reports without waiting for central resources to be identified and assigned

7 Program Timetable Fall 2010 Winter/Spring 2011 Summer/Fall 2011 Winter 2012 Spring 2012 Planning and needs identification Analysis and design including Finance pilot Implementation of Finance Pilot, establishment of governance and collaboration groups Production rollout and training Expansion of content and distributed development

8 Creating the settled West Shared governance Office of Planning and Analysis Business sponsor and coordinator Office of Information Technology Technology sponsor and service provider Council of Data Custodians Also serve as BI Oversight Committee Executive Technology Oversight Group In development, an executive-level committee providing direction and coordination between multiple enterprise technology initiatives

9 Creating the settled West Shared understanding Data Governance Council of Data Custodians Surface and decide questions spanning functional areas (e.g. security, key linchpin variables, common dimensions) Data Governance Team Investigate issues on behalf of Council of Data Custodians and research solutions Metadata management Current system is home-grown, difficult to access, and has thin documentation Exploring ongoing metadata management approach

10 Shared data Creating the settled West Enterprise Data Warehouse Peoplesoft EPM Non-PS dimensional data Non-dimensional data store Combining data traditionally managed by local units with central data

11 Shared tools Creating the settled West UMAnalytics Oracle Business Intelligence Enterprise Edition Dashboards, Answers, BI Publisher Local developer installations Working with shared repository, check-out slices for development and resubmit ETL Tools Current: variety of tools Future: exploring adoption of standard tool

12 Creating the settled West Shared development Centrally Managed Platform Three Environments: Development, Test, Production Each contains an Enterprise Data Warehouse and UM Analytics (OBIEE) application server Analytics Collaborative Strategic guidance and prioritization through Enterprise BI Steering Committee and network of reporting administrators Communication hub and single point of entry for University reporting efforts to improve collaboration and increase awareness Knowledge Management Facilitate identification of training options

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14 The Sheriff: The Sheriff and the Law University Data Custodian and Director of the Analytics Collaborative The Law: Creation of project and migration processes Technology Governance Data Governance Report Certification

15 Data and Report Development Roles Centrally Provided Roles Analytics Collaborative Web Catalog Admin Data Governance OBIEE Admin OIT/ITG management Data Architect Locally Provided Roles Project Sponsor BA, OBI Developer Project Stakeholder BI Analyst, Repository Developer Project Manager DA, ETL Developer

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17 The Victories Interest and enthusiasm across institution Units embracing distributed development concept Broad agreement on need for coordination and standards Financial Pilot Developing new reports in close collaboration with end users Building new data architecture and dimensional models Distributed development partners Early adopters already building reports

18 The Challenges Resources Struggling to keep desired pace with finite staff Relying heavily on volunteer partners Coordination Project has many parts and many partners Building the plane in the air Establishing rules and structures while gathering requirements and implementing tools

19 The Future Implementation in early 2012 Establishing structures now Data Governance University Data Custodian Council of Data Custodians Analytics Collaborative Technology governance processes Populating the Enterprise Data Warehouse Ongoing management of the system

20 Thank you Peter M. Radcliffe Joe Sullivan Executive Director Office of Planning and Analysis Director, BI Group Office of Information Technology