Transcript Meeting Presentation

UBC IT
Integrated Reporting Governance Committee
December 7th, 2011
Agenda
 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)
 Program Updates (15 min, David Truong)
 Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)
 Budget Update (20 min, David Truong)
Agenda
 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)
 Program Updates (15 min, David Truong)
 Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)
 Budget Update (20 min, David Truong)
Key Follow-up Items from last meeting:
 Membership Changes:
 Faculty Representation – Ian Cavers
 Ian Cull will sit in place of Wes Pue
 Informed members of CFBA and NUBO committees of IR program
 Representatives identified to sit on IR Working committee
 Present Findings from Student DW ISI Pilot
 Present budget from source of funding perspective
 Deferred Item:
 Endorse Finance DW and Student DW detailed scope
Agenda
 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)
 Program Updates (15 min, David Truong)
 Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)
 Budget Update (20 min, David Truong)
Program Updates
2011
Apr
May
Jun
Jul
Aug
2012
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
2013
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Program Organization
Finance Discovery
Program Charter
Mobilization
IR Roadmap
Procurement DW
Financial Reporting Foundation
Program Governance
Student Revenue Analytics
Finance & Procurement Data Warehouse
Student Revenue Reconcilliation
Solution Architecture
Campus Solutions Fit/Gap
Solution Blueprint
Student DW Foundation
TBC
ISI Dashboard Pilot
Student Data Warehouse
PAIR Datamart
PAIR Dashboard
PAIR Datamart
DEV
VERF
UAT/PERF
Environment Design & Strategy
PROD
Environment Support
Technical Architecture
Test Approach
Test Planning & Execution
Program Test Strategy
OBIEE
BI App / Campus
Solutions
Train-the-Trainer
Preparation
End User
Training
Training & Change Management
Today
Program 2 Yr
Check Point
Program Updates
Successes:
 Student DW Pilot - Successfully built out Student DW ISI pilot solution
 Finance Discovery - Successfully built out Finance DW environment with a
year of financial data
 Engaging input from broader campus (especially faculty) and initiating
Working committee
Challenges:
 Dedicated resources and proper backfill
 Overcoming learning curve for Oracle BI technology and adopting BI/DW
methodology
 Confirming Student DW Scope
Agenda
 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)
 Program Updates (15 min, David Truong)
 Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)
 Budget Update (20 min, David Truong)
Goals of the Student DW ISI Pilot
 Understand the ISI business challenges and build a meaningful solution that
addresses a common data management and reporting challenge on campus
 Familiarize the IT team with the Oracle Business Intelligence Enterprise
Edition (OBIEE) tools
 Assess the feasibility of a self-service reporting model
 Apply and grow the use of our BI development methodology
Business Challenges
 Inefficient use of resources to compile data
 Availability of performance indicators not in sync with timelines required for
decision support
 Multiple points of failure exposing unit to unnecessary risk
 Resource diverted to substantiate data
 Knowledge silos
Business Challenges
 There is a large amount of effort required to compile data leading to
inefficient use of resources.
Business Challenges
 Availability of performance indicators not in sync with timelines
required for decision support
Business Challenges
 Multiple points of failure exposing unit to unnecessary risk
PAIR
Admissions
Housing
Classroom Services
Student Finance & Awards
ISI
Student Development
Domestic Recruitment
ES enrolment management
Science
Land & Food
Kinesiology
Forestry
Commerce
Arts
Applied Science
Business Challenges
 Resource diverted to substantiate data
 Knowledge silos
Finance
Business Opportunities
 Visibility into recruitment funnel
 Competitive recruitment advantage
 Application of levers
 Remote access to information
Pilot Solution: IR Framework
Governance
Strategy/Vision
Demand Planning
Metadata
Technical
Extract, Transform,
Load
Skills/Training
Data Access
Reporting /
Analysis
Master
Data
Reports
Profiling
Research
Dashboards
Operational
Data Store
Business Views
Cleansing
Atomic
Data Warehouse
Data Enrichment
Land &
Building
•
•
•
•
Harmonization
Demographic
Lineage
Etc.
Mobile
Unstructured
Information
Data Mining
Publish /
Alerts
Enterprise Data Warehouse
Performance
Management
External
Data Security
Operations
Data Privacy
Capacity
Data Retention
Authentication
Schedule
Authorization
Audit
Single Sign-on
Error-Handling
ID & Access Mgmt
Backup/Archive
Performance
Enterprise Portal
Ad-hoc
Analysis
Subject Specific Data Marts
Data Quality
HR
Methodology
Business
Data Warehouse
Source Data Sets
Batch
Academic
Standards
Data Management
Near Real-time
Student
Release Management
Metadata
Data Integration
Data Sources
Finance
Capability Definition
Pilot Solution: IR Framework
Governance
Strategy/Vision
Demand Planning
Metadata
Technical
Extract, Transform,
Load
Near Real-time
Student
Standards
Skills/Training
Data Access
Reporting /
Analysis
Data Warehouse
Source Data Sets
Master
Data
Reports
Profiling
Research
Dashboards
Operational
Data Store
Business Views
Cleansing
Atomic
Data Warehouse
Data Enrichment
Land &
Building
•
•
•
•
Harmonization
Demographic
Lineage
Etc.
Mobile
Unstructured
Information
Data Mining
Publish /
Alerts
Enterprise Data Warehouse
Performance
Management
External
Data Security
Operations
Data Privacy
Capacity
Data Retention
Authentication
Schedule
Authorization
Audit
Single Sign-on
Error-Handling
ID & Access Mgmt
Backup/Archive
Performance
Enterprise Portal
Ad-hoc
Analysis
Subject Specific Data Marts
Data Quality
HR
Methodology
Business
Data Management
Batch
Academic
Release Management
Metadata
Data Integration
Data Sources
Finance
Capability Definition
Pilot Solution: Data Architecture
 Designed and documented a data model for effective data analysis
Pilot Solution: Demonstration
 We will demonstrate the following analysis scenario that would typically be
conducted by a power user:




Select the distinct count of students
Who have applied during the 2010-2012W session
Include both UBC and UBC-O campuses
Grouped by Campus, Session, Administering Faculty, Degree
Agenda
 Follow-up (10 min, Ian Burgess, Walter Sudmant, David Truong)
 Program Updates (15 min, David Truong)
 Student DW ISI Pilot (45 min, David Truong, Carleton Ng, Tony Gill)
 Budget Update (20 min, David Truong)
Budget Update:
Confirmation of the sources of funding for the IR program
2011 Actual
Finance
Staff Salaries
Training & Development
Professional Fees
Capital
Total Finance Funding
UBC - IT
SW Maintenance
HW Rental
Staff Salaries
Total UBC IT Funding
$
$
$
$
$
$
2012 Plan
30,417 $ 440,000
$ 120,000
262,029 $ 250,000
967,966 $ 400,000
1,260,412 $ 1,210,000
$
3,439 $
$
3,439 $
210,000
75,000
285,000
2013 Plan
2014 Plan
2015 Plan
2016 Plan
$ 440,000
$
$ 350,000
$ 430,000
$ 1,220,000
$
$
$
$
$
120,000
50,000
250,000
530,000
950,000
$
$
$
$
$
100,000
100,000
$
$
$
$
$
$
$
$
$
$
$
$
$
440,000
100,000
150,000
690,000
$
$
$
$
440,000
100,000
150,000
690,000
$
$
$
$
440,000
100,000
150,000
690,000
320,000
75,000
150,000
545,000
-
Enrollment Services
Staff Salaries (3 FTE)
$
288,000 $
288,000 $
288,000 $
288,000 $
288,000
PAIR
Staff Salaries (0.25 FTE)
$
24,000 $
24,000 $
24,000 $
24,000 $
24,000
ISI
Staff Salaries (1-time JV)
$
50,000 $
Total
$
-
$
1,263,851 $ 1,857,000 $ 2,077,000 $
-
$
-
$
-
1,952,000 $ 1,102,000 $ 1,002,000