TBR Open BI Project Status
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Transcript of TBR Open BI Project Status
Originally Presented to the President’s Council (August 2010)
Data Warehousing - BusinessData Warehousing Business Intelligence InitiativeTennessee Board of Regents andTennessee State University
Participating Developers:Motlow State Community CollegeDyersburg State Community CollegeColumbia State Community College
Business Intelligence Reporting and Analytics
Columbia State Community CollegeAustin Peay State University
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Agenda
• Overview – 3 Phases of a DW/BI ProjectPh #1 TSU & D l itt• Phase #1 – TSU & Deloitte
• Objective and Approach – Phase #1• KPI Repository MethodologyKPI Repository Methodology• Who Will Performance Metrics Serve?• Phase #2 – TSU & TBR• KPI Examples• Phase #3 (& Completion of Phase #2)• Credits• Questions & Discussion
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Developing a Data Warehouse (A Phased Approach)
Architecting &
Phase 1 Phase 2 Phase 3
BusinessRequirements
gImplementation
Planning
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BusinessImplementation
Data
Legend
On going Governance
ValueRoadmap
ImplementationRoadmap
Applications
Technology
Business/process
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Phase #1 – Partnership in Strategic Planning
BusinessRequirements
InitiateProject
andStrategy
BusinessValue
Roadmap
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Objective and Approach – Phase #1Objective: Enhance TSU’s current operational and management reporting capability
by identifying executive and departmental key performance indicators (KPIs)
High Level As-Is Analysis To-Be Vision Gap Analysis & Roadmap
ActivitiesDefine key initiatives to achieve desired future state capabilities
ActivitiesConduct Visioning Workshop with Executive Leadership
ActivitiesRefine data collection approach and schedule interviews with Executive Leadership (pre-kickoff) p
Finalize KPI and reporting priorities
Identify interdependencies and required implementation sequencing
Determine impact of future state KPI and reporting requirements and desired timing on current organization processes technology and
Establish Executive Dashboard Vision and priorities
Develop initiative write-ups including:
– Key metric definition, calculation, and ownership
D di i d f
Submit data collection request (pre-kickoff)
Organize and kick-off project
Conduct key stakeholder alignment meeting
Meet with and interview TBU President and University Executive Leadership
current organization, processes, technology and data
Present consolidated roadmap, metrics design and related definitions to TSU executives
DeliverablesR fi d F S KPI i h l d
– Data dimensions and frequency
– Currently being used or future use metric
Document overall changes to process, technology and data
Finalize framework for prioritizing KPIs and related initiatives
Identify current KPIs by department/function
Establish current and desired requirements/priorities
Identify pain points and critical path
Refined Future State KPIs with related definitions, measures, ownership and data mappings
Executive dashboard design
Future State strategic roadmap containing:
– Implementation considerations and high level
related initiatives
DeliverablesFuture State Capability Vision
Future State KPIs with related definitions, measures, ownership and data mappings
Review existing reports and documentation
DeliverablesCurrent State assessment (KPIs , gap analysis and process capability)
Interview key findings and observations
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Implementation considerations and high level plan
– Critical reporting requirements definition
Information and data assessment
Initial Reporting Requirements
KPI Repository Methodology
2008-2028 Academic Master Plan2005-2010 Strategic Plan
Facilities Master Plan
Other University DashboardsSACS – 2008 Principles of AccreditationNACUBO – Performance Measurement
PresidentVice PresidentsAssociate VPs
DeansDepartment Chairs
Directors
TSU Leadership Interviews TSU Documents/Plans Research
Facilities Master PlanAcademic Integrity Committee Report
Departmental SLAsDiversity Plan
Low-Producing Programs StatusExternal Report Listing
Departmental Strategic PlansUniversity website
NACUBO Performance Measurement Toolkit
NCAA.comUS News & World Reports
IPEDSTennessee Higher Education – Profile and
Trends
Associate VPsInstitutional
Research
Directors
y
Key Performance Indicator Repository
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Through this process, over 180 key performance metrics were identified
Who Will Performance Metrics Serve?
• Information needs to reach all levels of campus• Data from lower levels must be transformed to upper levels
LEADERSHIP:Need visibility into progress
Performance data Need visibility into progress
towards goals and objectivesdata
MANAGEMENT:Need timely trends, summaries, analytics of operations
Trend, summary data
STAFF:Need detailed reports in many formats and ad-hoc access
Detailed data
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formats and ad hoc access
Phase #2 – Partnership in Architecting
Architecting & gImplementation
Planning
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Tennessee Board of Regents
ImplementationImplementationRoadmap
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Business Intelligence Initiative - Web-Delivery
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BI Folder Access - Permissions at Folder Level
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BI Security – Internal Folder Permissions
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BI – Report Level Access
Data that changes frequently can be made interactive so that the most recent information is displayed.
Annual and Quarterly reported metrics can be presented as PDF documents as content changes infrequently.q y
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Sample KPIsSample KPIs
Please Refer to file: “Sample KPIs.PDF”
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Level of Effort is Enormous
Identified Performance Metrics KPI Modeling Project
ScopingStaff and Resource
Identification
Business Analysis
Project & Infrastructure Planning
Data Mapping Security Roles
Analysis
DB Architecture Data Mapping Tools Argos Reporting Security Roles
Requirement
Implementation & Testing
DB D i
Data Structure
and Management
gDB Design
Reporting & Analytics
Architecture
Reporting & Analytics Design (KPIs, Dashboards,
Al t Et )
Implementation Testing Deployment & Support
ArchitectureReporting and Analytics
Development
Alerts, Etc.)
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Phase #3 (& Completion of Phase #2)
. . .
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CreditsTennessee State University
Rehan Chaudhary, Database Analyst Sharon Morris, Systems Analyst IIS a o o s, Syste s a ystBeth Smith, Systems Analyst IIICindy Donnelly, Systems Analyst IIIKevin McGee, Database AdministratorTracy Jennette, Web DeveloperEric Reed, Luminis AdministratorMr. Ed Wisdom, Director of Information SystemsDr Dennis Gendron Vice President of Technology and Administrative ServicesDr. Dennis Gendron, Vice President of Technology and Administrative Services
Tennessee Board of RegentsPamela Clippard, Sr. Data ArchitectBob Coon, Luminis Senior Technical ConsultantThomas Danford, Chief Information Officer
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Questions & Discussion
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