Report User Training Use Case Examples

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Report User Training Use Case Examples

• Sample Use Cases of How DEAR Reporting assists
• MBT Architect - 15 minutes
• Capital Planner 10 minutes
• Security 10 minutes
• Procurement 20 minutes
• Director - Inventory Request 10 minutes
• Business Owner 10 minutes

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Sample Use Case 1 15 minutes

• An architect needing to conduct Methodology for
  Business Transformation (MBT) Analysis to
  discover opportunities for improvement and
  recommendations for the blueprint would use their
  enterprise-view reports to easily navigate in a
  web browser to see what outcome, function,
  service, technology, data, etc. is used by what
  system, investment, across the enterprise via
  what organizations, blueprints, etc.
• Choose a FEA Line-of-Business
• Discover Systems using Functions in the Line of
  Business
• Discover Entity impacted by those functions
• Capture in Powerpoint a draft high-level
  information value chain of those functions

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Sample Use Case 2 10 minutes

• A capital planner wanting to update of the
  Business Case EA Section could print out that
  investment panel which is setup like just like
  the Exhibist 300 EA section, in their language.
• Select an Investment Panel
• Suggested Investment where System has an Existing
  300
• NOTE Start at INVENTORY-REASON panel ( has Ex.
  300)
• Open in Word and note the EA sections
• Open the Nightly Investment Portfolio report
  Invesment to RM (DEAR Input to the 300) which
  contains that investment
• Capture updates in Word
• NOTE Future, this will be automatic view in
  Panel reports

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Sample Use Case 3 10 minutes

• Security is looking to save time on
  creating/maintaining the Asset Valuation Guide
  (AVG). An AVG Appendix Panel was created to pull
  down in word and attach to their document along
  with a Data Quality Status Panel with status on
  the accuracy and completeness of the information.
  
• Security has requested updates to their current
  Asset Valuation Guide for a system
• Open the SYSTEM_ Panel for a system
• Open the AVG Appendix View
• Open in word
• Review where sections are not populated and set
  plane to collect more data
• NOTE Actual process for this still in works

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Sample Use Case 4 20 minutes

• Procurement teams are looking for enterprise
  license agreement opportunities and can use the
  TRM panels in DEAR that show which technologies
  under what standards are being used by how many
  systems and organizations.
• Procurement is looking to consolidate
  specifications within a single standard to the
  preferred technology(ies)
• Select a TECHNOLOGY-SERVICE-STANDARD
• Note the Preferred products Open in Word or
  excel
• Open the DEAR Nightly Report TRM to system or
  open each TECHNOLOGY-SERVICE-SPECIFICATION panel
• If nightly, open in excel and filter only for
  that STANDARD
• Create Pivot Table of specifications to systems
  showing counts

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Sample Use Case 5 10 minutes

• Directors needing to report inventories to their
  OCIO or Federal Agencies such as FISMA, OMB,
  Trust, etc. via many different views including by
  organization, business-focus-area/blueprint,
  inventory reason, status, and more views as they
  are requested.
• Director requests Portfolio view of inventory for
  your organization
• Specifically, systems that are operational (not
  in design)
• Open the Current System Inventory
• Open in excel
• Filter on where Operational Status is
  Operational
• Select data, copy to new workbook, and save file

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Sample Use Case 6 10 minutes

• Business Owner needs to understand and model how
  the line of sight is captured. Tracking
  Performance objectives to what functions are
  being performed to what information is impacted.
• From Use Case 1, discover which PRM Outcomes are
  supported using Panel Reports captured notes in
  Powerpoint
• Capture MAPPABLE key entities impacted by
  line-of-business and create conceptual data model
  in Powerpoint of KEY entities only
• Make slide showing
• Outcomes to (top)
• Value Chain to (middle)
• Key Entities (bottom)

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Where to find DEAR Training info

• DOI.gov
• http//www.doi.gov/ocio/architecture/deartools.htm
  
• Training Section
• Training Materials
• Power User
• Report User
• MBT User
• CPIC User
• NOTE MBT Guidance, Templates, and Examples can
  be found at
• http//www.doi.gov/ocio/architecture/mbt

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