BI Tools Upgrade Project Scope

Role

Title/Group(s)

Responsibility

Project Director

George Yelland

Project Lead Finance

Team

Debbie Brothwell

Project Lead Data

Warehouse Team

Theresa May

Project Administrator

Amy Stets

Planning and Design

Consultants

BI Consulting Group

Manage project

Develop and maintain project plans

Track progress of tasks

Identify and insure issues are resolved

Keep key stakeholders appraised of project status
and significant issues
Work closely with consultants in all aspects of
development, testing, validation and delivery
Ensure all testing and validation activities are
performed and successful
Manage finance components of project

Develop and maintain project plans

Track progress of tasks

Identify and insure issues are resolved

Manage data warehouse components of project

Develop and maintain project plans

Track progress of tasks

Identify and insure issues are resolved

Set up project tracking
Set up issues list in JIRA
Administer project tracking tools and issues list

Project planning for OBIEE implementation

Assistance with architectural design decisions

o

hardware/OS choices and sizing

environment/instance choices

security design and implementation

Installation, configuration and tuning of BI Server.

Best practices for administration and support of all
facets of OBIEE and BI Publisher.
System Support

Scott Smith Design

David Knapp Install/Config

Identity Management
Design, Account
Provisioning, and
Security

Dan Malone

BI Server Administrator

David K. Grant

Data Base
Administration

DBA Group

ETL Support

Data Warehouse Group

Last Revised: 11/24/08

Participate in architecture design sessions

Install server hardware (if necessary)
Install and configure VMware/OS
Participate in architecture design sessions
Provisioning Engine integration
Security Model
Participate in architecture design sessions
Install and configure BI Server software
Install and configure Web server
Maintain and support BI server software including
upgrading with patches and releases
Administer BI Server
Provisioning Integration
Supported as needed for DW and BI Server table
set up and SQL tuning
Develop or modify ETL scripts as necessary to pull
in new Fin GL data to the warehouse and to create
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BI Tools Upgrade Project Scope

Role

Title/Group(s)

Responsibility
dimensional modeled data structures

ETL Consultant

Not Needed

Data Architect

Danny Grieb

Data Modeler

Danny Grieb (lead)

Lori Silvestri
BI Architect

Melinda Rojo

Last Revised: 11/24/08

Assist with any ETL development necessary to

support the dimensional model implementation
Develop strategy to deploy data warehouse
content to support dashboard development and
reporting (i.e, reporting tables, dimensional
models, spreadsheet containing mapping between
budget managers, budget specialists and depts.,
etc.)
Develop and implement dimensional models for
Enrollment Management data and Finance
General Ledger data
Develop strategy to implement enterprise-wide
dashboards
Develop enterprise dashboard development
standards

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BI Tools Upgrade Project Scope

Metadata Repository
Administrator

Kathy Kimball

Peggy Rodriguez

Query Developers

Melinda Rojo (lead)

Kathy Kimball

Define data warehouse tables to the repository via

the OBIEE Physical Layer
Define OBIEE Business Layer, adding drills and
measure aggregates where appropriate
Define OBIEE Presentation Layer, organizing data
for ease of use by End User
Maintain and support the OBIEE Metadata
Repository
Convert existing Brio Repository queries to Oracle
Answers Requests
Update and maintain Polydata Website

Peggy Rodriguez
Interactive Dashboard
Developers

Melinda Rojo (lead)

Develop Pilot Oracle Interactive Dashboards for

Finance

Develop Functional Staff and End User training

materials for Oracle Answers and Oracle Delivers.
Develop Web based training for basic Answers
and Delivers tasks
Assist with development of End User support
materials
Develop support materials such as FAQ and
Answers/Delivers How To documentation
Deliver End User Training on Oracle Answers and
Oracle Delivers
Provide one on one informal training/assistance
with end users as needed
Assist Functional Staff and End Users in using the
Oracle Answers and Oracle Delivers toolsets
Provide Level II Support
Provide Level I Support (top 10 questions asked)
using documentation provided by End User
Support

Kathy Kimball
Peggy Rodriguez

Training Consultants

Not Used

End User Support

Ali Beug

Amy Stets

Service Desk

Last Revised: 11/24/08

Service Desk Staff

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