BI-Driven Social and Cultural Change and the Building Blocks of Game-Changing BI - PowerPoint Presentation

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BI-Driven Social and Cultural Change and the Building Blocks of Game-Changing BI

Jelena RoljevicRonald LayneMargaret Roldan

Lois BrooksMichael Hansen

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Presentation OutlineBI Driven  

Social/Cultural Change  Data Availability Open Source Interoperability Policy and Social ChangeOperational StrategiesData Governance and Stewardship Organizational StructureInformation delivery strategySummarizeSuccess Stories / Lessons Learned

Q/A   1

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1995 - 2013 Data Warehouse and Self Service Reporting

time

maturity

2010

- 2012 Implementation of Vendors BI Solution

OSU’s BI History

anticipated

reality

reporting

solution

OSU BI

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project completion

user satisfaction levels

project cost

Analysis of an Unsuccessful Implementation

y

ear 1

year 2

year 3

y

ear 1

year 2

year 3

y

ear 1

year 2 year 3highlowneutraltechnical challenges

y

ear 1 year 2 year 3highlow0100%02.0 m1.0 m50%mediumProject terminated

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“Data is a strategic asset of the University, but only to the extent that it is available, true and actionable.“

Lois BrooksThe OSU CORE Initiative for a Data Driven University

the re-starting point for OSU

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solution lifecycle

effort

BI Implementation Lifecycle

Agile Development

s

ocial change

technology

implementation

(iterative cycles)

1

st

year

2

nd

year

3

rd year4th yearIntegratedcurrent state

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Social Change Strategies

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Social Change

Strategies

communication

t

rust

our

employees

d

ata is part of strategic

p

lan

champions

responsiveness

v

iew data as an

a

sset

data stewardship

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Technology Strategies

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Technology Strategies

n

o local mods

data architecture

Open Source

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OSU CORE Technology

ETL

Report Development

Open Source

Existing Site License

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OSU Data Warehouse Logical Architecture

Banner Source Systems

Other Systems of Record

Oracle Streams

t

alend

ETL

ODS/EDW

CORE

DataWarehouse

OSU CORE

xPlorer

Super ACL Security

ACL Group

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Technology Strategies

role based security

n

o local mods

data architecture

Open Source

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Position/Role Based Security

Data SourceClassAccess Levels

Student STU1

2

3

4

5

Finance

FIN

1

2

34 Human ResourcesHR123

4

 

Grants/ResearchRES1234 Office ManagerDeanTrades Maintenance Workeraggregatedetail

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Technology Strategies

align people

role based security

n

o local mods

data architecture

Open Source

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Aligning People and Resources

database analyst

student worker

2

etl

programmer

project manager

s

ystems analyst

director

Finance & Administration

Enterprise Computing Services

Colleges and Departments

sme

p

rogrammer analyst

BIC

business intelligence center

b

usiness analyst

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OSU CORE

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Operational Strategies

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Building Blocks of Game Changing BI

Data

Governance

Certification

Prioritization &

Sponsorship

Self-service

Product Tree

Pruning

Agile

PEOPLE FOCUS

Leading BI

strategy development &

roadmap implementation

Development of BI infrastructure and solutionsIncreasing shared data and reporting consistency and trust2OUR ROLEGW BIOPERATIONALIZING CHANGE

Training

NEW WAYOLD WAYChange ManagementPEOPLE FOCUSDELIVERING BI CAPABILITIESHostingUsage MetricsIntegrated, consistent data & reporting TECHNOLOGY FOCUSSecurity AccessDashboardsReportsCubesDataWarehouseExtractTransformLoadData sources

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Organizational Structure

Business Intelligence Advisory Committee (BIAC) - Composed of upper management from various university functions and departments who have vested interest in guiding the BI strategy direction, prioritization of BI projects and institutionalization of BI policies and processesData Governance Committee - Composed of GW data stewards responsible for identification and resolution of data quality, data integrity, and governance of shared dataBI DeliveryCentral Business Intelligence Services

– provides strategic leadership, delivery of university-wide data infrastructure and BI capabilities, operations and support Self-Service - Cross-functional BI power users extending BI capabilities

GW BI

BIAC

DGC

3

GW BI

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Information Delivery Strategy

BI Ready DataFinancial dataEnrollment data

Student dataFaculty data

Data

Data

Integration &

Governance

Actionable

Insight

4

Reports

DashboardsAnalytics CubesSelf-service

GW BI

Share

GovernIntegrateOrganizeDescribe

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Going Agile: Scrum

2 Week Sprints5

GW BI

- A set

of principles and practices that help teams deliver products in short cycles, enabling fast feedback, continual improvement, and rapid adaptation to change

.

scrumalliance.org

Week 1&2

Week 3&4

Week 5&6

Week 7&8AnalysisDesign

DevelopmentTesting

Demo

Sprint 1Sprint 2Sprint 3Sprint 4Sprint n

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Data Quality

Allows us to assess the integrity of data and resolve Data Quality issuesAnalytics and Reporting Enables portfolios to define reports and visualizationsProvides workflow to share dataProvides

workflow to certify reports and visualizationsProvides metrics and KPIs to track progress and maturityData Governance CenterTechnology is helping us to achieve our vision of commonly understood, consistent, trusted and high-quality data throughout

GWU.Making

data

transparent

Serves as single source of truth of all our

data governance and stewardship activities

Makes business terms visible an searchable by all

Common

agreed upon business terms and data

assetsProvides traceability between business and technical assets, policies and rules6Orchestration of – within GWU to derive optimal value from enterprise data.Data Governance @ GWU

Treating

GWU data as an asset!

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Everyone has a seat at the table

Academics Research Advancement Finance Human Resources

Services &ResourcesThe Data Governance Committee meets once a month to review data quality issues, discuss proposed business terms, review policies and discuss other institutional data related topics. This committee is comprised of functional data stewards from across all functions and departments of the university.

7

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GW Data Governance RolesNo one person, department, division, school or group "owns" data, even though specific units bear some responsibility for certain data. Several roles and responsibilities govern the management of, access to and accountability for institutional data.

Data StewardResponsibleA Data Steward is a person that defines, produces or uses data as part of their job and has a defined level of responsibility for assuring quality in the definition, production or usage of that data. Data Stewards responsibilities include:Developing and maintaining data classification policies.

Developing, implementing, and managing data access policies.Ensuring that data quality and data definition standards are developed and implemented.Resolving stewardship issues and data definitions of data elements that cross multiple functional units.Data TrusteeAccountableData Trustees are defined as institutional officers, (i.e. Vice Presidents, Vice Provosts, Deans, Chancellors, etc.) who have authority over policies and procedures regarding business definitions of data, and the access and usage of that data, within their delegations of authority. Each Data Trustee appoints Data Stewards for their specific Subject Area Domains.

Data Custodian

S

upportive

Data Custodians are system administrators responsible for the operation and management of systems and servers which collect, manage, and provide access to institutional data. Data Custodian responsibilities include:

Maintaining physical and system security and safeguards appropriate to the classification level of the data in their custody.

Maintaining Disaster Recovery plans and facilities appropriate to business needs and adequate to maintain or restart operations in the event systems or facilities are impaired, inaccessible, or destroyed. 

Managing Data User access as prescribed and authorized by appropriate Data Stewards. 

Following data handling and protection policies and procedures established by appropriate Data Stewards.

Subject Matter ExpertConsultedA subject-matter expert (SME) are those individuals that support and consult the business and the technical professionals with their knowledge of business operations and the data that is necessary to operate and perform analysis. These people can be Business Analysts, Reporting Analysts, Data Architects, Data Modelers, and Project Management.Data UsersInformedData users are university units or individual university community members who have been granted access to institutional data in order to perform assigned duties or in fulfillment of assigned roles or functions within the university; this access is granted solely for the conduct of university business8

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GWU BI Roadmap & Success Stories

Institutionalized BI and Data Governance

PI DashboardTravel & Expense Dashboard

Enrollment DashboardExecutive Dashboard

Advancement Decision Center

Missing Grades Dashboard

Diversity Dashboard

Veterans Dashboard

Manual Registration Dashboard

Finance Directors/Deans Dashboard

General Ledger Decision Center

HR Decision CenterActionable insightQ2/Q3 FY 13Q4 FY13 / Q1 FY14 Q2 FY 14Q3/Q4 FY 14Q1/Q2 2015

GW BI

9

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Lessons Learned

Expect resistance to change from those who are performing same work todayEngage them early, and often; add value with new features they do not have today or can’t easily get otherwiseFind a top level executive(s) who will actively and visibly champion the change“Its not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change”-Charles Darwin

GW BI

10

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OSU Lessons Learned

Common VisionDevelop a Data ArchitectureRole Based Security ModelFollow Brooks Law Agile Development isn’t Everyone’s Cup of TeaCreate an Interactive Work EnvironmentFace to Face Communication

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Backup Slide

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Our University and Role

Jelena Roljevic AVP Business Intelligenceroljevic@gwu.eduMargaret Roldan Senior Business Intelligence Analyst/Developermfroldan@gwu.edu

Ronald LayneManager, Data Governance and Data Qualityrlayne@gwu.edu

GW Business Intelligence

-turning GW data into actionable insight-

2

Largest higher-

ed

institution in DC; 20,000 +students from

all 50 states,

DC & 130+ countries

Rich range of disciplines-from forensic science and creative writing to international affairs and computer engineering, as well as medicine, public health, law and public policyCurrently ranked in the top 100 universities in the USAThree campuses-Foggy Bottom, Mt. Vernon, VSTCOur RoleBusiness Intelligence Services reports in to the GW Division of Information TechnologyResponsible for the development of business intelligence solutions and data governance university-wide For more information visithttps://it.gwu.edu/business-intelligence https://it.gwu.edu/data-governance

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Questions

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