Transcript Document

Alliance for Strategic Technology (AST)
SUNY Business Intelligence Initiative
January 8, 2009
The Issues:
Information in SUNY that is critical to strategic and
operational decision-makers (on campuses and
System Office) exists in multiple, disparate campus and
University-wide locations.
This information is accessed and presented in differing
ways, and, often, is not readily accessible.
Many campuses have not taken full advantage of some
investments (e.g., Banner ODS) made previously.
Decisions are being made without sufficient supporting
information. (Gut feeling decisions are being made.)
The resolution:
Initiate the SUNY Business Intelligence Initiative (SBII) with the
following characteristics:
• Incorporates the needs and involvement of campus and System
Office constituencies
• Follows a project structure and process in phases with timelines
• Partnership with major vendors - Oracle and SunGard initially
• Builds on existing investments
• Makes Oracle Business Intelligence Enterprise Edition (OBIEE)
the cornerstone of information access and presentation
• Makes targeted new investments as necessary
• Positions SUNY as a leader in business intelligence in higher
education
Information
“Perspectives”
Human Resources
Facilities
Grants
Finances
Courses
Students
Federal
State
SUNY
System
Campus
Senior Mgt.
Middle Mgt.
Dept. Mgt.
Faculty/Staff
Students
Community
The Vision
• The SUNY Business Intelligence Initiative (SBII) will
help create a atmosphere where decision makers at all
levels, including front-line academic units to senior
management, are empowered with the information they
need to analyze and manage their administrative tasks
related to information.
• The SUNY Business Intelligence Initiative (SBII) will
serve as a knowledge resource in the areas of data
warehousing and business intelligence for the
University. We will maintain our knowledge of trends
and new techniques to adapt the best of these for the
University environment
The Goals
The fundamental goal of the SUNY Business Intelligence
Initiative (SBII) is to:
• Integrate administrative data into a accurate,
consistent, and reliable information resource
• Support planning, forecasting, and decision-making
processes at campuses and System Administration
SBII Mission Statement
The SUNY Business Intelligence Initiative will facilitate strategic and
operational decision-making at the campuses and System Administration by
making information available in a timely, consistent and mission-driven
manner. This is accomplished through excellence in business intelligence
practices, striving to be a leader among higher education institutions. Our
specialty is information integration. Integration means:
• Integration of delivery
Creating solutions for customers that are
appropriate to their needs and skill levels
• Integration of requirements
Understanding diverse customer needs
and driving all activities in those terms
• Integration of subject expertise
Partnering with functional experts to
understand data in many subject areas
• Integration of data
Understanding, gathering and relating
data from disparate technical systems
Steering
Committee
Project Director
Technical Teams
Functional Groups
Steering
Committee
Project Director
Infrastructure
Data
and
And
Architecture
Presentation
Technical Teams
User Support
Steering
Committee
Project Director
Banner
Student and
Financial Aid
UniversityWide
Library
University-Wide
Institutional
Community
College
Research
Finances
Functional Groups – Phase I
Steering
Committee
Project Director
Technical Teams
Functional Groups
Infrastructure and
Architecture
Banner – Student and
Financial Aid
Data and Presentation
Library
User Support
University-Wide
Institutional Research
University-Wide
Community College
Finances
Steering Committee:
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provide oversight of the SBII
market / communicate the value and status of the SBII
ensure proper implementation of the overall strategy
establish priorities for project phases
nominate and monitor implementation groups and teams
• review development, implementation, and support plans
• resolve or elevate policy issues
• manage project scope
• resolve problems and issues
manage project budget
recommend / identify resource support as necessary
make policy recommendations regarding data access, security, and
confidentiality
promote partnerships with SUNY’s Preferred Vendors
Functional Groups
• Banner ODS
• Student
• Financial Aid
• University-Wide Institutional Research
• Library Services
• Community College Financial
• RF – POC Phase
Functional Groups
• Lead
• responsible for the overall project management, direction, planning,
documenting, etc. of the Functional Group they are assigned.
• Functional Data Expert
• are experts in knowing the data relative to the Functional Group's
assignment.
Functional Groups
• communications / marketing to the constituency functional staff
• data specifications, analytics, and modeling requirements
• dashboards development, data analysis, and report specification and
development
• testing of dashboards and analytics - regression testing
• development of standards and best practices with respect to use and
interruption of results
• providing training recommendations for the constituency functional users
• on coordinating shared reporting across SUNY
Infrastructure and Architecture Team
• communications / marketing to the constituency technical staff
• establish policies and standards relating to the technical aspects of SBII
• develop and implement standards and best practices related to technical
infrastructure
• provide technical support and services for other groups and teams
• develop a common source to maintain metadata and documentation
• implement SUNY's Identity Management framework
• implement SUNY's Security framework
• recommend architecture options for local campus implementations
• recommend architecture options for hosted campus implementations
• establish standards and processes for documentation, sharing of
resources, etc.
Data and Presentation Team
•Communications / marketing to the constituency technical staff
•Recommend University-wide policies relating to data
• Front End Development
 establish best practices and standards for presentation/dashboard
development
 coordinate dashboard/report development with the functional groups
 develop and administer the OBIEE Plus front-end data analysis tools
• Data Structures / Warehousing
 establish SUNY-wide data warehouse vision allowing for the integration of
campus-based and University-wide data sources
 manage design & development of University-wide data warehouses
 oversee data design and modeling by functional groups
 identify opportunities for relating data across sources
 establish processes to ensure data quality, retention, and archiving
• Repository Development
 coordinate design, modeling, and development of common OBIEE Plus
repositories
User Support Team
•Training
•communications / marketing to the constituency technical staff
•establish framework for delivering training and documentation
•identify / coordinate training / educational needs with Functional
Groups and Technical Teams
•administer training related to the project
•assess effectiveness of training
•Help Desk
•communications / marketing to the constituency technical staff
•TBD
•coordinate help desk services for various user communities
•Documentation
•communications / marketing to the constituency technical staff
•TBD
•coordinate appropriate documentation
Phase I
• Deliver initial reports/dashboards for:
 Banner Student and Financial Aid
 Library (Target date TBD)
 University-wide Institutional Research
 University-wide Community College Finances
• Target date of January, 2009
• Rollout reports and analytics as available
• Partner with Oracle and SunGard
 Student and Financial Aid sub-project will rely on SunGard’s Operational Data Store
(ODS) – 18 campuses currently own this product
 Oracle provides technical support on the OBIEE software and underlying
technologies
 SunGard provides expertise on Banner and the ODS product
 Encourage partners to make investments
 Identify campus participants for Banner Student and Financial Aid data
• Targeted investments by SUNY will be necessary
• Establish technical infrastructure to support future phases
• Develop dashboards / reports with OBIEE
• Significant data modeling / design for library data will most likely be necessary
• Promote Phase I deliverables to the campuses to reinforce support for future phases
Possible Functional Areas for Future Phases
• Banner
 Finance
 Human Resources
Advancement
• University-wide
 Finance
 Human Resources
Application Services
• Research Foundation
• On-line Learning (course management systems)
• Other Campus systems
 PeopleSoft, Datatel, etc.
 Related Entities (foundations, ASCs, etc.)
 Parking, housing, etc.
Sample Presentations/Dashboards
Developed During the Proof of Concept