UBC IT Integrated Reporting Governance Committee June 13 th, 2011.

UBC IT

Integrated Reporting Governance Committee

June 13th, 2011

Introductions (10 min, Ian Burgess)

UBC IT Governance Update (10 min, Oliver Gruter-Andrew)

Terms of Reference (30 min, David Truong) Confirm Terms of Reference Confirm IR Governance Committee membership

Program Overview (30 min, David Truong) Background Conceptual Solution Integrated Reporting Roadmap (draft)

Next Steps (10 min, David Truong)

Agenda

Introductions

Name

Role at UBC

Familiarity with Reporting/Analytics and Data Management

Expectations for the IR Program

UBC IT Governance Update

What Where Who

Institutional:University PolicyStrategic DirectionInstitutional FundingGovernance Stewardship

VPs/AVPsDeans

ExecutiveSteering

Committee

Why

• Collaboration on ‘big nuts’

• Optimized use of common resources

Academic:Teaching ExcellenceGreat Learning EnvironmentResearch EnablementStudent Experience

AVPsAssoc. Deans

Directors

Learning Technology

Advisory Council

• Integrated learning technologies

• Shared research resources

Administrative:Admin Systems ProjectsChange PrioritisationInstitutional ReportingERP System Strategy

AVPsAssoc. Deans

Directors

HR/Finance Systems Governance Committee

• Seamless experience for students, faculty and staff

• Data consistency

Infrastructure:Streamlined TechnologiesCommon ProcessesSystems UsabilityData IntegrityResource SharingOperational Effectiveness

Assoc. DeansHeads

DirectorsManagers

Information Security Task

Force

• Stable systems• Community

collaboration• Information

sharing• Public access• Cost control• Brand

protection

SIS Governance Committee

Research IT Support Advisory

Group

Policy, Strategy, Compliance Guidance

Identity & Access

Governance Committee

Digital Channels Governance Committee

Enterprise IT Architecture Committee

Integrated Reporting Governance Committee

Terms of Reference

Refer to Word document handout:

Microsoft Word Document

Program Overview: Background

Multiple departmental BI solutions

Varied landscape of licensed tools including Oracle, IBM, MSFT, SAP, Jaspersoft, MSTR, SPSS, Custom, Open Source

Spaghetti of interconnections for data integration with many point to point interfaces that are manual, incomplete, and of uncertain quality

Early “Data Warehouses” in PAIR and in Enrolment Services

Critical stakeholder needs not fully met for integrated information and query/reporting access

Data governance is distributed

Data Model and Dictionary lacking or non-existent in some areas

Based on the current state of reporting and data management solutions at UBC, there is significant benefits that can be gained through a central IR platform.

Program Overview: Conceptual Solution (1 of 5) The program will seek to establish a standard information management framework to service the broader University community.

Data AccessData ManagementData Integration

Governance

Data Security

Data Sources

Metadata

Operations

Program Overview: Conceptual Solution (2 of 5)

Data AccessData Management

Governance

Data Security

Metadata

Operations

Data IntegrationData Sources

Data Quality

Extract, Transform, Load

Data Enrichment

Batch

Near Real-time

Cleansing

Profiling

• Harmonization• Demographic• Lineage• Etc.

The Data Integration layer will extract key operational data, apply transformation logic, cleanse and conforming the data; typically 60% to 80% of effort spent here.

Finance

Student

HR

External

Research

Land & Building

Academic


Data Access

Governance

Data Security

Metadata

Operations

Data Management

Data Warehouse

AtomicData Warehouse

Subject Specific Data Marts

Source Data Sets

UnstructuredInformation

MasterData

OperationalData Store

Business Views

Enterprise Data Warehouse


Data Quality


Data Enrichment

Batch

Near Real-time

Cleansing

Profiling


The Data Management layer contains the different data stores of operational and enriched data; key here is properly documented data model and dictionaries.

Finance

Student

HR

External

Research

Land & Building

Academic


Governance

Data Security

Metadata

Operations

Data AccessReporting /

Analysis

Data Mining

Ad-hoc Analysis

Reports

En

terprise P

ortal

Dashboards

Publish / Alerts

Mobile

PerformanceManagement

Data Management

Data Warehouse



Source Data Sets


MasterData


Business Views



Data Quality


Data Enrichment

Batch

Near Real-time

Cleansing

Profiling


The Data Access layer is where the various information delivery channels are used depending on the type of analysis being done.

Finance

Student

HR

External

Research

Land & Building

Academic


Governance

Metadata

Methodology

Technical Business

Strategy/Vision Demand Planning Capability Definition Release Management Standards Skills/Training

Metadata

Data Security Data Privacy Authentication Authorization

Operations Audit Error-HandlingData Retention

Single Sign-on ID & Access Mgmt

Capacity Schedule Backup/Archive Performance

Data AccessReporting /

Analysis

Data Mining

Ad-hoc Analysis

Reports

En

terprise P

ortal

Dashboards

Publish / Alerts

Mobile

PerformanceManagement

Data Management

Data Warehouse



Source Data Sets


MasterData


Business Views



Data Quality


Data Enrichment

Finance

Batch

Near Real-timeStudent

HR

External

Research

Land & Building

Cleansing

Profiling


Governance, Metadata, Security, and Operations provide important supporting processes.

Academic

Roadmap (1 of 4)The IR Roadmap provides a blueprint to achieve the desired target state over the next 5 years.

2

OBIEE Training (Power Users)

Establish Program Governance

Establish Program Organization

ISI Dashboard

Dashboard, Ad-hoc, Standard Reporting

BICC/Shared Services ModelEstablish OBIEE Development

StandardsUnstructured Data

Mobile BI

Sauder

Legend

Arts ISIT ETL

Planned Initiative

Opportunity Assessment

Establish BI/DW Target Architecture

Master Data Management

Metadata Management

Establish BI Methodology

Performance Mgmt/Scorecards

Establish Program Charter

Build Demo Environment Conduct Proof of Concept

EMC Reports

Build Development Environments

Build Production Environment

Establish IR Roadmap

Data Store & ETLDashboard & Reports

In-Flight Initiative

Standardize Data Integration (SOA, CDC)

HR

Data Quality (Profiling, Cleansing)Data Quality (Manual, ETL)

Standardize Data Integration (ETL)

BI Tools Standardization

Assess Current Capabilities

Establish Data Governance

Prioritize Initiatives

FY 13/14 to FY 15/16FY 11/12

Q2 Q3 Q4

FY 12/13Q2 Q3 Q4Q1Q1

Research/Grants

Land & Building Services

Classroom Services

G/L

Journal Voucher

Recruitment

Admissions

Account Payable

Purchase Order

Budget

Data Security Standards

Geospatial

Data Mining (Basic)

Collaboration

Registration

Graduation

Alumni

IAM Integration Place & Promise

Student AnalyticsFuture Analytics

Establish OBIEE Environment

PAIR Analytics

Other Analytics

Mobilize

Finance & Procurement Analytics

Capability Development

Roadmap (2 of 4)

Mobilize

2




ISI Dashboard




Mobile BI

Sauder

Legend

Arts ISIT ETL

Planned Initiative




Metadata Management




EMC Reports





HR







FY 13/14 to FY 15/16FY 11/12

Q2 Q3 Q4

FY 12/13Q2 Q3 Q4Q1Q1

Research/Grants


Classroom Services

G/L

Journal Voucher

Recruitment

Admissions

Account Payable

Purchase Order

Budget


Geospatial

Data Mining (Basic)

Collaboration

Registration

Graduation

Alumni


Student AnalyticsFuture Analytics

PAIR Analytics

Other Analytics







Initial focus is to mobilize the program and understanding the Oracle BI packaged solution.

Roadmap (3 of 4)

Other Analytics

PAIR Analytics

Future Analytics


Student Analytics

Mobilize

2




ISI Dashboard




Mobile BI

Sauder

Legend

Arts ISIT ETL

Planned Initiative




Metadata Management




EMC Reports





HR







FY 13/14 to FY 15/16FY 11/12

Q2 Q3 Q4

FY 12/13Q2 Q3 Q4Q1Q1

Research/Grants


Classroom Services

G/L

Journal Voucher

Recruitment

Admissions

Account Payable

Purchase Order

Budget


Geospatial

Data Mining (Basic)

Collaboration

Registration

Graduation

Alumni







Finance & Procurement, Student, and PAIR have initially been identified as key areas of focus.

Roadmap (4 of 4)


Other Analytics

PAIR Analytics

Future Analytics


Student Analytics

Mobilize

2




ISI Dashboard




Mobile BI

Sauder

Legend

Arts ISIT ETL

Planned Initiative




Metadata Management




EMC Reports





HR







FY 13/14 to FY 15/16FY 11/12

Q2 Q3 Q4

FY 12/13Q2 Q3 Q4Q1Q1

Research/Grants


Classroom Services

G/L

Journal Voucher

Recruitment

Admissions

Account Payable

Purchase Order

Budget


Geospatial

Data Mining (Basic)

Collaboration

Registration

Graduation

Alumni






The program will focus on growing the maturity of reporting/analytics and enterprise data management.

Next Steps

Continue to mobilize the program Evolve and confirm the roadmap Establish the Program Organization including the working committee Train key resources

Establish the Oracle BI Environment Install and demo the Oracle BI solution Identify a meaningful proof of concept

Confirm the scope of work against the approved budget

Identify quick win initiative(s) to begin leveraging Oracle BI platform

Over the next couple of months, the program will focus on:

UBC IT Integrated Reporting Governance Committee June 13 th, 2011.

Documents

Transcript of UBC IT Integrated Reporting Governance Committee June 13 th, 2011.