Open Forum Presentation

BI Tools Upgrade Project

July 25, 2008

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Agenda
■ Project Goals and Objectives
■ What’s In Scope
■ Roles and Assigned Staff
■ High Level Timeline
■ Why Dashboards ?
■ BI Tools Capability Demo
■ Q&A

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Project Goals
■ The primary goal of the Business Intelligence
(BI) Tools Upgrade project is to replace Brio
Query with the Web enabled Oracle Business
Intelligence Enterprise Edition (OBIEE) toolset
by no later than December 31, 2008.
■ Secondary goals:
– Establish strategy, funding and capability for
ongoing ITS support for Business Intelligence
– Establish strategy and plan for rolling out and
supporting additional Business Intelligence
analytics capability

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Primary Objectives
■ Convert all ITS delivered Brio Query
“repository” queries to equivalent OBIEE
requests
■ Implement Business Process Oriented
Dashboards which provide interactive as
well as simple report content

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Secondary Objectives
■ Establish end user support capability to insure
successful implementation and ongoing use
■ Provide tool training and support to all users.
■ Integrate the OBIEE application with the
existing environment
– Authentication - CAS/LDAP
– Account Provisioning
– PolyData (Enterprise Data Warehouse)

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Roll Out Strategy
■ Reach out to the existing user base to make sure we understand
current uses of Brio Query
■ Arrange content based on support for related common business
processes (e.g.. Financial Budget Analysis, Class Enrollment
Analysis or Salary Analysis)
■ Based on “value added”, deliver content via an interactive
dashboard or simplified report dashboard for each common
business process
■ Base security on need for access to perform a particular
business process with underlying value based security (such as
dept) where needed.
■ Develop and Release Dashboards via a Phased, Iterative
approach using planned, regularly scheduled releases

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Project Team Roles
Role Assigned Staff
Project Lead George Yelland
Project Administrator Amy Stets
Consultants BI Consulting Group and Maverick Solutions
Central System Support Scott Smith, David Knapp, Doug Scheel and Steve Evans
Identity Management Design and Provisioning Dan Malone and Lara Nichols
BI Server Administration David K. Grant and Jason Flathers
Data Base Administration DBA Group
Data Warehouse Development Data Warehouse Group
Data Architect Danny Grieb
BI Architect Melinda Rojo
Query and Metadata Repository Development Kathy Kimball and Peggy Rodriguez
Interactive Dashboard Development Melinda Rojo (lead), Kathy Kimball and Peggy Rodriguez
End User Outreach Ali Beug and Amy Stets
End User Technical Support and Training Ali Beug, Amy Stets and George Yelland
Service Desk Service Desk Staff

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Functional Staff Roles
Role Assigned Staff
Finance Data Steward Debbie Brothwell

Human Resources Data Steward Joyce Haratani

Student Administration Data Steward Kimi Ikeda

Student Financials Data Steward Lorlie Leetham

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High Level Time Table
Target Dates Deliverable/Activity
July and August 2008 Outreach with existing Brio Query users

September 2008 Establish Pilot Group to Assist with Testing of Dashboards and Associated End
User Support Documentation

Early October 2008 through ■ End User Tools Training

November/December 2008 ■ End User Finance Data Training

Mid October 2008 ■ Release Finance Transactional and Labor Cost Dashboards
■ Probable Release Course Enrollment Dashboard

November 2008 Probable Release Student Enrollment Dashboard

December 2008 Release Initial Job and/or Personnel Dashboard

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Why Dashboards ?
■ Ease of Use!
– Intuitive
– Flexible
» Adapt to various working styles
» Easy download to desktop software (e.g. Excel)
– Fast
■ Content organized (and secured) based on
business process
■ “Peel the onion” approach
– Provide summarized views that progressively drill
down to appropriate detail but also provide single
click drill down to full detail

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OBIEE Demo

■ Tool Capability Demo

11
Questions & Answers
■ Q&A

■ Web: http://polydata.calpoly.edu
■ Email Contacts:
– General Questions/Concerns:
polydata@calpoly.edu
– Specific Feedback on Brio Query Migration:
astets@calpoly.edu

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Demo Screen Shots

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Dashboard Terminology
■ Dashboard – content separated by Functional Areas
■ Dashboard Page Prompt – controls requests on dashboard page
■ Narrative text – allows static and variable text
■ Request – query
■ Hyperlinks - hierarchical drills, drill to detail options, and links to
related information
■ Filter – request selection criteria appears below the display
■ Column Selector – view different columns of data
■ View Selector – select different reports
■ Conditional formatting using green, yellow, red symbols
■ Presentation Catalog Folder – list of content related requests

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