Alliance for Strategic Technology (AST) SUNY Business Intelligence Initiative

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Alliance for Strategic Technology (AST)SUNY
Business Intelligence Initiative

• January 8, 2009

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The Issues Information in SUNY that is critical
to strategic and operational decision-makers (on
campuses and System Office) exists in multiple,
disparate campus and University-wide locations.
This information is accessed and presented in
differing ways, and, often, is not readily
accessible. Many campuses have not taken full
advantage of some investments (e.g., Banner ODS)
made previously. Decisions are being made without
sufficient supporting information. (Gut feeling
decisions are being made.)
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• The resolution
• Initiate the SUNY Business Intelligence
  Initiative (SBII) with the following
  characteristics
• Incorporates the needs and involvement of campus
  and System Office constituencies
• Follows a project structure and process in phases
  with timelines
• Partnership with major vendors - Oracle and
  SunGard initially
• Builds on existing investments
• Makes Oracle Business Intelligence Enterprise
  Edition (OBIEE) the cornerstone of information
  access and presentation
• Makes targeted new investments as necessary
• Positions SUNY as a leader in business
  intelligence in higher education

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• The Vision
• The SUNY Business Intelligence Initiative (SBII)
  will help create a atmosphere where decision
  makers at all levels, including front-line
  academic units to senior management, are
  empowered with the information they need to
  analyze and manage their administrative tasks
  related to information.
• The SUNY Business Intelligence Initiative (SBII)
  will serve as a knowledge resource in the areas
  of data warehousing and business intelligence for
  the University. We will maintain our knowledge of
  trends and new techniques to adapt the best of
  these for the University environment

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• The Goals
• The fundamental goal of the SUNY Business
  Intelligence Initiative (SBII) is to
• Integrate administrative data into a accurate,
  consistent, and reliable information resource
• Support planning, forecasting, and
  decision-making processes at campuses and System
  Administration

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• SBII Mission Statement
• The SUNY Business Intelligence Initiative will
  facilitate strategic and operational
  decision-making at the campuses and System
  Administration by making information available in
  a timely, consistent and mission-driven manner.
  This is accomplished through excellence in
  business intelligence practices, striving to be a
  leader among higher education institutions. Our
  specialty is information integration. Integration
  means
• Integration of delivery Creating solutions for
  customers that are appropriate to their
  needs and skill levels
• Integration of requirements Understanding
  diverse customer needs and driving all
  activities in those terms
• Integration of subject expertise Partnering
  with functional experts to understand data
  in many subject areas
• Integration of data Understanding, gathering
  and relating data from disparate
  technical systems

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Steering Committee
Project Director
Technical Teams
Functional Groups
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Steering Committee
Project Director
University-Wide Community College Finances
Library
University-Wide Institutional Research
Banner Student and Financial Aid
Functional Groups Phase I
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Steering Committee
Project Director
Technical Teams Infrastructure and
Architecture Data and Presentation User Support
Functional Groups Banner Student and Financial
Aid Library University-Wide Institutional
Research University-Wide Community College
Finances
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• Steering Committee
• provide oversight of the SBII
• market / communicate the value and status of the
  SBII
• ensure proper implementation of the overall
  strategy
• establish priorities for project phases
• nominate and monitor implementation groups and
  teams
• review development, implementation, and support
  plans
• resolve or elevate policy issues
• manage project scope
• resolve problems and issues
• manage project budget
• recommend / identify resource support as
  necessary
• make policy recommendations regarding data
  access, security, and confidentiality
• promote partnerships with SUNYs Preferred
  Vendors

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• Functional Groups
• Banner ODS
• Student
• Financial Aid
• University-Wide Institutional Research
• Library Services
• Community College Financial
• RF POC Phase

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• Functional Groups
• Lead
• responsible for the overall project management,
  direction, planning, documenting, etc. of the
  Functional Group they are assigned.
• Functional Data Expert
• are experts in knowing the data relative to the
  Functional Group's assignment.

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• Functional Groups
• communications / marketing to the constituency
  functional staff
• data specifications, analytics, and modeling
  requirements
• dashboards development, data analysis, and report
  specification and development
• testing of dashboards and analytics - regression
  testing
• development of standards and best practices with
  respect to use and interruption of results
• providing training recommendations for the
  constituency functional users
• on coordinating shared reporting across SUNY

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• Infrastructure and Architecture Team
• communications / marketing to the constituency
  technical staff
• establish policies and standards relating to the
  technical aspects of SBII
• develop and implement standards and best
  practices related to technical infrastructure
• provide technical support and services for other
  groups and teams
• develop a common source to maintain metadata and
  documentation
• implement SUNY's Identity Management framework
• implement SUNY's Security framework
• recommend architecture options for local campus
  implementations
• recommend architecture options for hosted campus
  implementations
• establish standards and processes for
  documentation, sharing of resources, etc.

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• Data and Presentation Team
• Communications / marketing to the constituency
  technical staff
• Recommend University-wide policies relating to
  data
• Front End Development
• establish best practices and standards for
  presentation/dashboard development
• coordinate dashboard/report development with the
  functional groups
• develop and administer the OBIEE Plus front-end
  data analysis tools
• Data Structures / Warehousing
• establish SUNY-wide data warehouse vision
  allowing for the integration of campus-based and
  University-wide data sources
• manage design development of University-wide
  data warehouses
• oversee data design and modeling by functional
  groups
• identify opportunities for relating data across
  sources
• establish processes to ensure data quality,
  retention, and archiving
• Repository Development
• coordinate design, modeling, and development of
  common OBIEE Plus repositories

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• User Support Team
• Training
• communications / marketing to the constituency
  technical staff
• establish framework for delivering training and
  documentation
• identify / coordinate training / educational
  needs with Functional Groups and Technical Teams
• administer training related to the project
• assess effectiveness of training
• Help Desk
• communications / marketing to the constituency
  technical staff
• TBD
• coordinate help desk services for various user
  communities
• Documentation
• communications / marketing to the constituency
  technical staff
• TBD
• coordinate appropriate documentation

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• Phase I
• Deliver initial reports/dashboards for
• Banner Student and Financial Aid
• Library (Target date TBD)
• University-wide Institutional Research
• University-wide Community College Finances
• Target date of January, 2009
• Rollout reports and analytics as available
• Partner with Oracle and SunGard
• Student and Financial Aid sub-project will rely
  on SunGards Operational Data Store (ODS) 18
  campuses currently own this product
• Oracle provides technical support on the OBIEE
  software and underlying technologies
• SunGard provides expertise on Banner and the ODS
  product
• Encourage partners to make investments
• Identify campus participants for Banner Student
  and Financial Aid data
• Targeted investments by SUNY will be necessary
• Establish technical infrastructure to support
  future phases
• Develop dashboards / reports with OBIEE
• Significant data modeling / design for library
  data will most likely be necessary
• Promote Phase I deliverables to the campuses to
  reinforce support for future phases

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• Possible Functional Areas for Future Phases
• Banner
• Finance
• Human Resources
• Advancement
• University-wide
• Finance
• Human Resources
• Application Services
• Research Foundation
• On-line Learning (course management systems)
• Other Campus systems
• PeopleSoft, Datatel, etc.
• Related Entities (foundations, ASCs, etc.)
• Parking, housing, etc.

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Sample Presentations/Dashboards Developed
During the Proof of Concept
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