Implementing a New Vision for Comprehensive Reporting & Analysis

1. Implementing a New Vision for Comprehensive Reporting & Analysis BroncoData Warehouse Retreat August 25, 2006 8:00 – 2:00

2. 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

3. 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

4. Morning Break Out Sessions

5. 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

6. BroncoData Vision FRAMEWORK Every 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 STANDARD Convenient access to timely and accurate information is the hallmark of the data warehouse

7. 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

8. 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

9. 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

10. 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

12. Steering Committee • Provides shared oversight • High level planning, resource identification & project prioritization • Responsible for the development of and compliance with policies and procedures

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. Morning Break Out Sessions