Implementing a New Vision for Comprehensive Reporting & Analysis

BroncoData Warehouse Retreat

August 25, 20068:00 – 2:00

Retreat Outcomes

The campus data warehouse vision will be shared by all those involved in BroncoData

Roles and responsibilities of those involved in BroncoData will be clear

Methods for assessing progress and communicating to the campus community will be identified

Session Tracks

Track A – for those who are BOTH Data Architects & Report Developers

Track B – for those who are Report Developers only

Track C – for those who are Data Architects only

Track D – for those who are Other Stakeholders

Morning Break Out SessionsTrack A Track B Track C Track D

9:15 to

9:40

Data ArchitectsMeeting

HiltonRoom 1235

End-User Experience

PandaRoom 1230

Data ArchitectsMeeting

HiltonRoom 1235

End-User Experience

PandaRoom 1230

9:45 to

10:15

TechnicalDemoPanda

Room 1230

DashboardDemoFrank

Room1243

10:20to

11:20

Report Developers

MeetingHilton

Room 1235

Report Developers Meeting

HiltonRoom 1235

Assessing, Communicating, Brainstorming

FrankRoom1243

Assessing, Communicating, Brainstorming

FrankRoom1243

Lunch – Informal Discussions 11:30 - 12:20 Kellogg West

Afternoon Sessions

Results of the Assessing, Communicating, Brainstorming Session……………12:30 - 1:15 Hilton

Bringing it all together Discussion of next steps……….…1:15 - 2:00 Hilton

Adjourn……………………………………….2:00 Bonus Session – Further In-Depth

Discussion of Dashboards with Hyperion………………………. 2:10 - 3:30 Frank

BroncoData Vision

FRAMEWORKEvery division, college, department and program on campus shares a common requirement and reasonable expectation that the information necessary to perform its mission and function should be readily available

STANDARDConvenient access to timely and accurate information is the hallmark of the data warehouse

BroncoData Vision

BUILDING FROM AN EXISTING FOUNDATION

BroncoData began as a project within IRAP; its vision and value are recognized and reinforced by this new model

The growing importance of BroncoData exceeded the existing resource model

The new model builds upon the existing infrastructure, enhancing its effectiveness by providing an organizational structure distributed across the divisions

Guiding Principles

Success is the endpoint – assuming the request is consistent with a valid business need and appropriate use, a request will be honored

Timeliness is essential

Requests will have a champion – either a data architect or report writer will work with the requestor to get the right data, possibly refining the request or output

Processes are clear, simple and effective– Communication is effective and proactive– Security guidelines and procedures are clear

BroncoData – New Model

The data warehouse is a decentralized, yet integrated system

Its organizational structure is distributed across divisions

Contributions from both functional and technical experts are essential

BroncoData – New Model

Responsibilities must be clearly defined; processes & guidelines will be developed

Coordination and collaboration are ensured through well defined structures

DW Administrator – A new role that will provide centralized leadership

Steering Committee

Provides shared oversight

High level planning, resource identification & project prioritization

Responsible for the development of and compliance with policies and procedures

Steering Committee

Cathy Bates, Associate Director, SAITS Ken Bonner, Coordinator of Advancement Information Technology Services Debra Brum, Vice President of I&IT and CIO Mauricio Calderon, Director of I&IT Applications / CMS Technical Director Diane Cuneo, Executive Director, IRAP Charles Gossett, Chair, Political Science Ray Inge, AVP, Diversity, Human Resources & Employee Services Darwin Labordo, AVP, Finance & Administrative Services, Associate CFO Kevin Morningstar, Executive Director, SAITS Lisa Rotunni, Director, Academic Resources Mandayam Srinivas, Associate Dean, College of Science Kathy Street, AVP, Enrollment Services Glendy Yeh, Executive Director, AAIS

Data Warehouse Administrator

New Position – Reports to the VP for I⁢ recruitment to begin shortly

Advocate, focal point, & facilitator

Coordinates Data Architect & Report Developer Meetings

Primary responsibility for tracking projects, timelines, building reporting library and data dictionary

Data Architects

Technical staff from all divisions

Translate information needs into an integrated set of tables

Maintain the integrity of and design the logical structure of the DW

Work with Report Developers to research data elements and determine appropriate additions

Data Architects

Cathy Bates, Associate Director, SAITS Mauricio Calderon, Director of I&IT Applications / CMS Technical Director Sui Cheung, I&IT Applications Beverly Geuting, I&IT Applications Saraswathi Kumathi, I&IT Applications Tim Raymond, I&IT Applications Mohammad Rehman, Financial Aid Lincoln Shumate, University Advancement Information Systems May Tang, Administrative Affairs Information Systems Karen Walker, I&IT Applications Betty Wu, I&IT Applications Adeline Yoshioka, Institutional Research, Assessment & Planning Abel Zamora, I&IT Applications

Report Developers

Functional and technical staff from all divisions

An online community (listserve) used to notify developers of report requests; developers pick up assignments by area of expertise

Regular group meetings to track assignments, prioritize requests, share expertise, problem solve

May recommend policy, procedure and guidelines to the Steering Committee

Collaboration among report developers and between report developers and data architects is essential to success

Report Developers

Academic Affairs - Diane Carter, Christine Coleman, Adeline Yoshioka

Administrative Affairs – Ly Hang, Debbie Lau, Khang Nguyen, May Tang

I&IT – James Caplette, Sui Cheung, Saraswathi Kumathi, Karen Walker, Abel Zamora

Student Affairs – Jacquelyn Almonte, Cathy Bates, David Chen, Eric Emerson, Lee Anne Ma, Louis Mills, Richard Mou, Mohammad Rehman, Isabel Sam, Darwin Sypinero, Carla Torrence, Muriel Young

University Advancement – Dung Quach, Lincoln Shumate

Local Report Coordinators

Designated "go to" people in colleges and other units; the most immediate resource for basic DW help

Assist users in identifying existing reports and arranging access and training

Keep up-to-date on reports and features through regular communications

Discover unmet data needs and coordinate requests for new reports or enhancements

Server & Application Support

I&IT provides hardware and software support

Primary DW support functions: server management, database administration, application software support, front-end application administration, and technical user support

Coordinates the implementation of security

Morning Break Out SessionsTrack A Track B Track C Track D

9:15 to

9:40

Data ArchitectsMeeting

HiltonRoom 1235

End-User Experience

PandaRoom 1230

Data ArchitectsMeeting

HiltonRoom 1235

End-User Experience

PandaRoom 1230

9:45 to

10:15

TechnicalDemoPanda

Room 1230

DashboardDemoFrank

Room1243

10:20to

11:20

Report Developers

MeetingHilton

Room 1235

Report Developers Meeting

HiltonRoom 1235

Assessing, Communicating, Brainstorming

FrankRoom1243

Assessing, Communicating, Brainstorming

FrankRoom1243

Lunch – Informal Discussions 11:30 - 12:20 Kellogg West