Mason Microstrategy user group kick-off

1. Mason Microstrategy user group kick-off ITS Business Intelligence GroupFebruary 21, 2017

2. agenda • Business Intelligence Group team introductions • User Group purpose • MicroStrategy Shared Reports Change Process • Topic of the day: Training • Proposed next steps • Survey

3. Business intelligence group

4. introductions • Business Intelligence Group • MicroStrategy Reporting Team • Chris Gay • Judy Fortin • Teresa Allen • Karen Savell • Lakshmi Maruwada • Francesca Brunner-Kennedy • Karen Lalicker • Subin Paul • Data Mart Group • Roopa Hemanth • Asawari Raut • Alex Yun

5. User Group purpose

6. User group purpose • User Group Draft Charter • Mission - The mission of the Mason MicroStrategy User Group (MMUG) is to educate and enlighten members from across the university by sharing MicroStrategy best practices, strategies, and tips in order to achieve academic and business unit goals. • Scope • The MMUG will support the Mason MicroStrategy user community. It will: • Have regular meetings - frequency TBD • Discuss an in-depth topic at each meeting as identified by users • Collaborate and discuss analytical and reporting topics • Communication • The MMUG meetings and all supporting documentation will be promoted and shared on reporting.gmu.edu -> MicroStrategy -> MicroStrategy User Group • Participation • Any MicroStrategy user with access privileges is welcome • New members may join by attending MMUG meetings • Leadership Group • We are looking for volunteers to serve on the MMUG Leadership Group • The MMUG Leadership Group would finalize the Charter and Scope, arrange meetings, determine topics, and communicate with the Business Intelligence Group and users

7. Microstrategy reports change process

8. Microstrategy reports change process • MicroStrategy as a whole • Guided by a Steering Committee • Sets the high-level priorities • Manages major change requests • MicroStrategy Shared Reports • Created by the Business Intelligence Group • Managed by the Business Liaison Group • To request a change to a Shared Report • Create an SDE ticket using the form on the Business Intelligence Group website reporting.gmu.edu  Support • Business Intelligence Group contacts the Business Liaisons • Business Liaisons review, coordinate, and approve changes and enhancements

9. Current MicroStrategy Business Liaisons

10. Topic of the day: training

11. training • Mason resources and onsite training options • Review: Librarian Training

12. Mason resources and onsite training options • Self Training • Business Intelligence Group training resources • Self-Start Training Guide • Quick Guides • Available on reporting.gmu.edu  Training & Workshops • In-person Training • Workshops.gmu.edu – search MicroStrategy • MicroStrategy Report Consumer Training • Taught by Business Intelligence Group • Basic training offered once monthly

13. Mason resources and onsite training options • Specialty Training – workshops.gmu.edu – search MicroStrategy • PI Training – Pat Sperry, Amanda Fucci-Bartoszek, Kimberly Maze • Reconciliation Training – Heather Strange • Student – Rupa Mehta • Admissions –Sharon O’Boyle • Advanced Training by topic • MicroStrategy-led Advanced training • All day, onsite, how to build reports from scratch • Email bigroup@gmu.edu if interested • Specialized topic-by-topic training • TBD by Business Intelligence Group • Office Hours • Contact bigroup@gmu.edu to set-up a one hour session with our team

14. Librarian training • What is a MicroStrategy Librarian? • Within the Shared Reports area of each MicroStrategy project academic units and administrative departments may have a unique folder to collaborate on reports • It is the Librarian’s task to manage this folder and all subfolders for his/her unit • This includes completing the following tasks: • Manage reports, add, remove • Manage users • Grant access to folders • Remove access to folders • Creating new subfolders, deleting subfolders • Move reports from one subfolder to another subfolder • Sharing MicroStrategy best practices with their unit • Draft document emailed to User Group invitees • Business Intelligence Group will begin offering Librarian Training

15. User group next steps

16. Mason resources and onsite training options • Development of the MMUG Leadership Group • Leadership group will meet before the next user group meeting to finalize charter and topics • Proposed Meeting Schedule and Structure • Once every other month • Meet as a whole or break-out user group by type – Academic, Administrative, etc. • Format • Welcome, announcements of MicroStrategy updates • Topic of the Month • Users vote on topic for next meeting • Q&A

17. Survey • At the end of today’s meeting, please answer the survey • Survey results will determine the topic for the next meeting • Survey available • Paper copy at the meeting • Online copy on reporting.gmu.edu  MicroStrategy  MicroStrategy User Group