OIM Forum Update, May 21st, 2008

1. Office of Information Management Data Management Committee & Enterprise Information Services OIM Forum Update, May 21st, 2008

2. Agenda • Data Management Committee (DMC) Update • Mike Eisenberg • Enterprise Information Services Update • Information Management Roadmap Action Plans • Bill Yock • Decision Support Services - Work Plans • Anja Canfield-Budde • Application Integration Services - Work Plans • Gary Prohaska

3. DMC Agenda • Background • Tasks - establishing • Definitions • Policies • UW Data Map • Roles and Responsibilities • Processes & Procedures • Security Roles and Access Policies • Seminal project – “Top 5” Questions • Future

4. Background • Data Management Committee (DMC) … • Established • In December 2006 by the Provost • Accountable to Sara Gomez, Vice Provost of Office Information Management / CIO. • With • UW-wide scope • Mike Eisenberg, Chair, Dean Emeritus of Information School • Web Site http://www.washington.edu/provost/oim/dmc/ . • Meets • Biweekly • To get things done.

5. Tasks • DMC establishes definitions of assets including… • Institutional Data • Institutional Metadata • Systems of Record • Institutional Data Repositories • Department / Unit / Local Data Repositories

6. Tasks • DMC establishes policies around the usage, access and meaning of Institutional Data… • Institutional Data shall be managed as a key asset! • Institutional Data shall be accessible according to defined needs and roles. • Unnecessary duplication & maintenance of Institutional Data is discouraged. • Institutional data shall be protected. • Institutional metadata shall be recorded, managed, and utilized. • Quality standards for institutional Data shall be defined and monitored. • Institutional employees have clearly designated and accountable roles and responsibilities.

7. Tasks • DMC establishes the UW Data Map, a business and data classification created for… • Identifying and Assigning “Data Owners” and “Data Custodians” • Organizing and planning data management projects • Identifying “Master Data” (touch points across all systems)

8. Tasks • DMC establishes roles and responsibilities defined to… • Provide Authority • Provide Accountability • Increase Efficiencies • Improve Quality & Integrity

9. Tasks • DMC establishes processes and procedures for … • Defining and Documenting Assets • Communication of Changes • Educating and Training • Issue Resolution & Escalation

10. Tasks • DMC establishes security roles and access policies for… • Role Based Access to Institutional Data • Security Classifications (i.e. Confidential, Restricted, Public) • Defining Access Principles like “Access of Least Privilege” & “Separation of Duties” • Controlling Access to Institutional Analytics

11. Seminal Project • Deans’ Top 5 Questions • Collaborative effort among Deans, Chancellors, staff and faculty across the entire UW… • 17 issues identified; 9 resolved; 6 in progress; 2 not started • Created 10 new short term reports (Currently being tested by 50 Deans’ and Chancellors’ “Go To” people) • Documented 34 “Institutional Definitions” • Created new institutional report standards & guidelines • Established initial framework of a repeatable process for dealing with complex definitional issues • Developed plans for short, mid and long term recommendations

12. Future • Continue - work on data management tasks • Coordinate - with Roadmap and other data and systems efforts • Communicate - widely and in various forms • Culminate – as a valued institutional asset for identifying and resolving data management problems and concerns.

13. Reflections On a note card take 2 minutes to write down an anonymous reflection on … What is the single most important “Information Management” goal OIM should strive for?

14. Information for Decision Making 25 Information Management Action Plans Identified! Redesign Processes Enhance & Renew Systems Information for Decision Making Stakeholder Success Replace the Base

15. IM Action Plans Classified into 5 Main Areas Business Performance & Reporting Business Goals, Business Intelligence Development, etc. Business Process Facilitation Business Web Services, Enterprise Workflow, Portals, etc. Enterprise Middleware Services Service Registries & Repositories, Authorization & Authentication, etc. Data Integration & Management Enterprise Data Warehouse, Master Data Management, Metadata, etc. Technology & Infrastructure Monitoring, Server Virtualization, Storage, Developer Desktops, etc.

16. Information Management Maturity 2009 - 20011 2012 - 2015 2016-2017 Knowledge Management & Business Agility Preparation for Replace the Base Implementations Support for Near Term, High-Value Application Systems Action Plans Information Management & Business Fundamentals Replace the Base Conversions Knowledge Based Decision Making! Support for Mid Term Application Systems Action Plans Data Management & Infrastructure Fundamentals

17. Enterprise Information Services (EIS) New Division Working to Provide Three Types of Services! • Future? • Facilitates Consistency & Quality • Data Security & Integrity • Metadata & Data Definitions • Master Data Management Data Management Services Decision Support Services Application Integration Services • Anja Canfield-Budde • Senior Manager • Facilitates Analysis & Access • Enterprise Data Warehouse • Data Marts • Business Intelligence Tools • Gary Prohaska • Senior Manager • Facilitates Business Services & Integration Processes • Resource Oriented Architecture • Web Services Infrastructure • Business Service Development

18. Decision Support Services (DSS) Data Management Services Decision Support Services Anja Canfield-Budde Ann Wunderlin BK Chen John Mobley Glenn Pittenger Gordon Moll Alexis Chin Nancy McQuillen Sr. Comp. Specialist (Open) ETL Engineer (Open) Application Integration Services

19. Decision Support Services

20. DSS 2008 Work Plan

21. DSS 2008 Work Plan cont’d

22. Security Process Flow

23. Security Process Flow cont’d

24. Security Process Flow cont’d

25. Top 5 Reports Human Resources Financial Academic Executive summary Drilldown capability Uniform, in-depth report detail

26. Application Integration Services (AIS) Data Management Services Decision Support Services Application Integration Services Gary Prohaska Scott Stephenson Paul Schurr Jaewha Lee Jeani Wells Steve Gauthier Rupert Berk

27. in·te·gra·tion [ ìntə gráysh'n ]noun [circa 1620]Definitions:equal access for all: the process of opening a group, community, place, or organization to all, regardless of race, ethnicity, religion, gender, or social class acceptance into community: the process of becoming an accepted member of a group or communitycombination: a combination of parts or objects that work together well Synonym: disambiguation Wikipedia: Enterprise Application Integration (EAI) is defined as the uses of software and computer systems architectural principles to integrate a set of enterprise computer applications.

28. Integration Challenges How we improve integration depends upon how well the following concerns are addressed:

29. Dilbert on Enterprise Application Integration

30. AIS 2008 Work Plan

31. Project Links Web Grades Submission Project RESTful Student Services Design Document - Student Data Web Services - UW Technology Wiki Web Services SIG https://sig.washington.edu/itsigs/SIG_WebServices Registry https://sig.washington.edu/itsigs/Application_Registry_Phase_1_Informal_Specificationv2 Workflow https://wiki.cac.washington.edu/display/workflow/Enterprise+Workflow+Investigation Kuali RICE https://test.kuali.org/confluence/display/KULRICE/Roadmap Nirvana https://www.nirvana.net

32. Dilbert does The Internet