Business Intelligence Self Service Consolidation ... · Discoverer users don’t require the...

Discoverer Decommissioning

Business Intelligence Self Service Consolidation

Contents

Project Overview and Drivers

Reference Group

BI at the University

• BI User Community

• What is Self Service Reporting?

Transition Approach

• Fast Track

• Delta Sessions

• Full Training

Questions

University of Adelaide 2

Overview


BISCC Project Overview • Business Intelligence Self Service Consolidation

• Joint IIP funded project between Technology Services and Planning & Performance Reporting

• Consolidate self-service reporting to a single BI platform


Project Structure and Governance

Project Executive Mark Gregory (CIO)

Project Board CBS/BI Board

Business Lead Adam Gardner (P&PR)

Project Manager David Stoward (TS)

Business Analyst Don Telford (P&PR)

Project Officer Mary Rezvani (TS)

Trainer Terry Hall (TS)

Reference Group To be introduced

Integrated

Data Warehouse

External Data

Peoplesoft

Financials

Supply Chain

Management

Peoplesoft

Human Resources

Management System

Peoplesoft Campus

Solutions

Cognos

Business

Intelligence

Data Warehouse


Project Drivers


Technical Drivers Business Drivers

• Oracle BI Discoverer tool is old technology and there is no upgrade path

• Discoverer is essentially a redundant component as the Cognos BI platform can replace all if its functionality and more

• There are significant costs involved supporting two BI platforms

• Discoverer is a stand alone ad-hoc querying tool with a ‘one-size fits all approach’

• Cognos BI is a modern platform with multiple integrated capabilities and ongoing Vendor enhancements

• Survey results and usage statistics indicate a large number of Discoverer users don’t require the ability to develop their own reports if there was an alternative

• A significant number of users have been trained in Discoverer but rarely use it to potential, if at all

• If available a majority of Discoverer users would only require access to standard ‘Professional’ Reports

• There is still a business requirement for appropriately trained and skilled staff to use an ad-hoc reporting tool

• Minimise training with a consistent tools set

• Free up resources for data integration projects

What this means for you?

• You will be transitioned to a Cognos BI capability that best suits your requirements

• There will be no automated migration of Discoverer users workbooks to a Cognos equivalent

• Rebuild as required and reconfirm required filters and calculations – ‘clean house’

• Support from the project team to assist you through the transition process

• High usage Discoverer templates will be developed as Cognos Professional ‘parameterised’ reports

• Discoverer will be switched off at the end of February 2015.


Reference Group


Reference Group

Representatives from each faculty and central student related business units, they will provide feedback to you on project progress, outcomes and changes in business procedures.


Name Faculty/Division Position Title

Julie Reeves Faculty of Sciences Acting Manager Student Services, Faculty of Sciences

Ryan Rosner Faculty of Health Sciences Acting Student Services Coordinator, Faculty of Health Sciences

Jessica Raeburn Division of Deputy Vice Chancellor (Academic)

Learning & Quality Support Officer, Learning and Quality Support

Margaret Schiller Faculty of Engineering, Computer & Mathematical Sciences

School Manager, School of Mechanical Engineering

Velice Wennan Faculty of the Professions School Manager, School of Architecture & Built Environment

Abhinay Katakam Faculty of Humanities and Social Sciences

Deputy Business Manager, Faculty of Humanities and Social Sciences

Daniel Moore Division of Deputy Vice Chancellor (Academic)

Team Leader, Student System Solutions

Terry Hall Services and Resources Training Officer, Technology Services

Jodie Butler Division of Deputy Vice Chancellor (Academic)

Manager, Performance Reporting

Rob Davies Division of Deputy Vice Chancellor (Academic)

Senior Business Intelligence Analyst, Business Intelligence Team

BI at the University


BI User Community

• 197 Active Users (was 350+)

• Survey of Active Users Results (76 responses)

• Frequency of Use – Daily 12%

– Weekly 25%

– Monthly 30%

– Rarely 33%

• Business Area Usage – Course Enrolments 90%

– Award Progress 56%

• How to access information preferences – 52.9% want to develop their own reports and queries

– 47.1% want simple parameter driven reports - no training


What is Self Service Reporting?

• Professional Reports

– Pre-Built parameter driven – Faculty, School, Enrolment Year, Head count and Load

– Online analysis

– Exportable to Excel

– No Class Room Training

– Authorised Access still required

• Ad-Hoc Reports

– User created with a Reporting Tool – Cognos Workspace Advanced

– Drag and Drop fields, add filters and sort

– Exportable to Excel

– Class Room Training Required (new users)

– Authorised Access


What will you see in Cognos?

• Professional Reports (Everyone) – Existing Cognos Student Reports

– An initial set of reports based on the following templates from Discoverer: • Enrolment Tracking

• Timetabling Aid

• StudentProfilingRegularReports

• Student Profiling Course Enrolments (training exercises)

– Reports will be progressively rolled out during the project

• Further reporting requirements to be determine by the Reference Group – Please feedback any requirements to your representative

• Cognos Workspace Advanced (where appropriate)


Data to be included in Self Service Reporting?

• Student

– Course Enrolments

– Award Progress

• Finance

– General Ledger Account Balances (separate authorisation required)

• Data no longer available through ad-hoc reporting tool:

– CEQ/GDS

– DEST Enrolments

– DEST Load

– Data is available on request from Performance Reporting team


Your Transition Options


Transition Approach


• Existing Users - 3 Options

– Fast Track

– Delta - Presentation and Hands on Session

– Full Training

• New Users – Full Training Available in October

• Nominate your preferred approach via email

Transition Options – Fast Track


• You can request access now to be provisioned from 11 August

• Do you need Professional Reports or Ad-Hoc Reports?

• Professional Reports

– Access to Cognos granted

– Discoverer access removed immediately

• Ad-Hoc Reports

– Access to Cognos: Workspace Advanced granted

– Discoverer access in parallel for 2 months

– Support is available:

• Project Officer to assist with report development and usage

Transition Options - Delta


• Only where ad-hoc reports access is required

• Attend One Hour lecture style demonstration

• 2 hours Hands-on sessions available:

– Assistance with recreating queries in Cognos from Discoverer workbooks

• Access to Cognos: Workspace Advanced granted

• Discoverer access in parallel for 2 months

• Support is available: • Project Officer to assist with report development and usage

Delta Sessions


Delta One Delta Two Delta Three

Wed 6 August Thu 14 August Monday 18 August

2:00pm – 5:00pm 2:00pm – 5:00pm 2:00pm – 5:00pm

ITS – Meeting Room 2 ITS – Meeting Room 2 ITS – Meeting Room 2

Delta Four Delta Five Delta Six

Wed 27 August Fri 5 September Mon 8 September

1:00pm – 4:00pm 2:00pm – 5:00pm 2:00pm – 5:00pm

ITS – Meeting Room 2 ITS – Meeting Room 2 ITS – Meeting Room 2

Transition Options – Full Training


• Full Training (only for ad-hoc reports) – Instructor Lead

• Attend three hour Instructor-lead training

– Commencing October 2014

• Access to Cognos Workspace Advanced granted

• Discoverer access removed (clean slate) – on training date

• Support is available: • Project Officer to assist with report development and usage

Transition Timeline


July Aug Sept Oct Nov Dec Jan Feb

Fast Track

Discoverer Access Removed

Delta Sessions


Full Training


Discoverer Decommissioned

New User Training Ongoing BAU after February 2015

Immediately after training

What data will you have access to?

• All Discoverer users who transition to Cognos will have access to:

– Student Professional Reports

– Student Ad Hoc reporting (where appropriate)

• Course Enrolments

• Award Progress


Your Preferred Approach


• Contact the Project Team

– [email protected]

– Nominate your preferred transition option

• Complete the access request form

mailto:[email protected]

Further Information

• Report Suggestions

– Discuss with your reference group representative

• Cognos Support

– Website:

http://www.adelaide.edu.au/planning/data-warehouse/

– Email:

[email protected]

– Assistance with Cognos:

• Mary Rezvani - ext 30552

• Don Telford - ext 32007






mailto:[email protected]

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