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Getting Started with Business Intelligence at MichiganShane Fortune, Ross School of Business and MAIS

John Gohsman, MAIS

November 19, 2008

MAIS Connection Conference

10:15 session

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■ BI at U-M

• What is BI?

• What’s Happening on Campus?

■ BI at MAIS

• Organization

• Products

• Services

Agenda:

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What is Business Intelligence?Dave Wells (TDWI):Business Intelligence is the ability of an organization or business to reason, plan, predict, solve problems, think abstractly, comprehend, innovate, and learn in ways that increase organizational knowledge, inform decision processes, enable effective actions, and help to establish and achieve business goals.

University of MichiganBI is also referred to as academic analytics (at U-M) or institutional intelligence. BI is an IT term that refers to the collecting, structuring, analyzing and leveraging of data to turn it into easy-to-understand information. This enables the leaders to use their expertise to make data-driven decisions.

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Various Business Drivers of BI Investments

Lower TCO Higher Business Agility and Scale

Enabling Contributing

Technology

Information

Based on Gartner Research

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Examples

Lower TCO Higher Business Agility and Scale

Enabling Contributing

Technology

Information

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Information Hierarchy/Maturity

Info

rmat

ion

Mat

uri

ty

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BI on CampusEducate and build awareness via BI Community

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■BICE Community Events• Networking opportunities

■BI Website• www.bi.umich.edu

■Online Tutorial• Case studies, testimonials

■BI Wiki• Projects, Tools, Training

Resources on Campus

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■ BI at U-M

• What is BI?

• What’s Happening on Campus?

■ BI at MAIS

• Organization

• Products

• Services

Agenda:

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■Partner• Understand business need

• Leverage data for decision-making

■Expertise• Competency center

■Solutions• Information, Content, Tools, Analysis

MAIS BI Division: Mission

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MAIS BI Division: Organizational Structure

John Gohsman, Director

Holly Nielsen, BI Products &

Services

Analysts

Tools

BI Community

Rapid Deployment

Team

Data Sets

Data Administration

Peggy Bennett, Data Admin,

Research & Strategy

Applications

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Everyone has Different Information Needs

I am a… I want to…Faculty Member Make sure I’m not over-budget

on my sponsored research project

Academic Unit Administrator

Monitor enrollment trends

Dean’s Office Analyst Determine what the revenue from increased enrollment versus the cost of instruction

HR Specialist Explore years of service by age and gender for succession planning, equity analysis

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Just as you choose a channel for personal information needs….

Business news programming

In-depth analysis of current events

Most popular national and international stories

in just 30 minutes

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… you choose a channel for U-M information needs

Power Tools(e.g., Business Objects Webl,

Proclarity)M-Reports

Operational Applications(e.g., M-Pathways,

eResearch)

Operational Users(~5,000)

Power Users(~3,000)

Leadership, Faculty & Managers(Guided Analysis)

(~10,000 Users)

“CNBC”

“Headline News”

“News Hour”

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Content comes from different locations with appropriately-designed contentOperational Data

■ Online Transaction Databases (OLTP)• Real Time

• Designed for transaction processing

• Used for operational reporting

■ Operational Data Stores (ODS)• Day old copy of OLTP

• Created for performance purposes

HE Prod, HE ODS , Fin

Prod, Fin ODS

HE Prod, HE ODS , Fin

Prod, Fin ODS

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■ Dimensional Models• Designed to answer

known business questions

■ Cubes• Designed for analysis

(slice/dice, drill down)

Content comes from different locationswith appropriately-designed contentData Warehouse

• Different refresh schedules

• Fed from OLTP and…

■ Traditional Datasets• Designed for maximum

flexibility

HR Metrics

HR Metrics

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…and delivers information to the right location

Power Tools(e.g., Business Objects Webl

Proclarity)

M-ReportsOperational Applications(e.g., M-Pathways,

eResearch)

HR Metrics

HR Metrics

HE Prod, HE ODS,

Fin Prod, Fin ODS

HE Prod, HE ODS,

Fin Prod, Fin ODS

Local DataLocal Data

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Grids and graphs (guided analysis)Grids and graphs (guided analysis)

Data into info

Data into info

Predefined reportsPredefined reports

M-Reports: Easy-to-Use Information Application

exposed

exposed

FinProd nVisionFinProd nVisionDW

BusObjsDW

BusObjs HEProd PSQueryHEProd

PSQueryDept Crystalfuture

Dept Crystalfuture

HEODSSQR

HEODSSQRHEODS

HEProd FinODS

FinProdData into info

Data into info

DW

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Ad hoc reportingAd hoc reporting

DataData

Predefined reportsPredefined reports

BusinessObjects: Powerful Tool for Ad Hoc Reporting

DW

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Data Administration Services

■ Policy: Data as an asset that must be managed

■ Governance model: Stewards, managers

■ Strategic Use: Enterprise data model

■ Management: Information Life Cycle

■ Data Modeling Service: Data Warehouse and operational administrative data

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Business Intelligence Services

■ Consulting and support of

data and tools

■ Analytical support for small schools

■ Build data sets for data warehouse

■ Deliver application solutions via M-Reports

■ Provide beginning and advanced training and education

■ Support BI community efforts

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Recognition…

And Outreach. Speaking engagements at:

• iStrategy Conference, Educause, Educause Enterprise, HEUG, NCIC, National Consortium for Continuous Improvement in HE, American Strategic Management Institute

Winner of U-M’s BI

Award for M-Reports

Winner of U-M’s BI

Award for M-Reports

2nd place in TDWI’s

Award for BI Community

Work

2nd place in TDWI’s

Award for BI Community

Work

Finalist for Microsoft’s Pervasive BI Award for M-Reports

Finalist for Microsoft’s Pervasive BI Award for M-Reports

U-M BI Website is top Google search

result and highlighted by

CUPA-HR

U-M BI Website is top Google search

result and highlighted by

CUPA-HR