Projects

Prioritized Projects

BI Finance using Evisions/ARGOS

Goal

Right information to the right people at the right time, financial information to support budget manager decision-making, leverage ODS/EDW.

 

Tasks

  1. Successfully implement and launch 3-5 key reports/visualizations as part of ARGOS implementation engagement
  2. Optimize data architecture with ODS/EDW
  3. Validate data against current reports
  4. Use/expand data cookbook
  5. Review business processes & adapt (i.e., monthly cycles)
  6. Information to include drill down capability
  7. Assure information available to right people at right time in right format through a variety of communications channels (mobile, e-mail, triggers, web portal)
  8. Implement web portal (multi-use/purpose for future needs)
  9. Identify responsible steward/team for continued implementation of additional reports/visualizations including procurement, labor, trends, etc.

  

Responsible Parties

  • Ked Black
  • Dave Tobler
  • BI Finance
  • Implementation Team

 

ODS Consolidation

Goal

Build trust (one version of the truth), reduce workload (systems & people), leverage for EDW use.

 

Tasks

  1. Move from ODS8 to UVU ODS
    • Notes:
      • *ETL & Reporting objects on UVUODS. Use UVUODS only. Only WebFOCUS User and Report catalog/repository is still on UVUODS8. Discussion must follow on migrating WebFOCUS reports to Argos and determine date when WebFOCUS can be turned off. (CC) *IRI using UVUODS, discovered some errors,sent for correction. Continuing our validation of UVUODS with ODS8, testing for another month. (RL)
  2. Ellucian consulting during transition
  3. Ellucian training for broad audience on ODS & EDW
  4. Identify reports to move
  5. Move identified reports

  

Responsible Parties

  • BI Group

 

Project Notes

  • Need decisions & prioritize resources

Conversion of ODS8 freezes to EDW with goal of producing Fall 2015 3rd week from EDW

Goal

Leverage EDW to optimize systems and reporting, build trust (one version of the truth), reduce workload (systems & people).

 

Tasks

  1. Identify 3rd week/EOT data in EDW
    • Notes:
      • *EDW training/help address issues have. Working on gap analysis of ODS to EDW, what data elements missing? See Tab "Conversion of ODS8 update" (CM&DV) *Behind in 3rd week conversion to EDW, in process of determining if star report content is complete, defined several missing dimensions for state & internal reporting. Work with Consultant helpful (conclude end of March), then decisions & gaps implemented & filled. May be more practical to use EDW for Fall EOT reporting than 3rd week given where we are in implementation and testing of EDW. (RL)
  2. Run reports in ODS & EDW beg. with Summer 2015
  3. Validation of data including changes to business process and system controls to reduce errors
  4. Use/expand data cookbook
  5. Fix business process & system controls to reduce errors
  6. Run Fall 2015 from EDW - Maybe move to Spring 2015

 

Project Target Date

NA

 

Responsible Parties

  • Denise Vandevanter
  • Tim Stanley
  • Geoff Matthews
  • Mark Leany
  • BI Group

 

Project Notes

  • Laura help test

Utilize reporting & BI capabilities of EDW for SRP

Goal

Leverage EDW to optimize systems and reporting, build trust (one version of the truth), reduce workload (systems & people).

 

Tasks

  1. Demo to help determine committee and end users
    • Notes:
      • *Received WebEx from Ellucian in Dec. 2014. Need to review documentation & to determine to go forward with it and to receive training from Ellucian on SRP/RAP. Need to follow up with stake holders Brett Tolman, Marcy Glassford, and etc (Ray was in contact)(CM) *After 1st EDW training, Student module reps and IRI met (2/17) to discuss first stages of star implementation, identifying gaps between existing stars and needs for operational AND official reporting. I would change first task due date to March given EDW training timeline. (LB) *Attended deom on topic. Other steps to be taken. Discussed some implications with Admissions. (RL)
  2. Identify lead/team as well as on-going SRP steward
  3. Identify end users
  4. Hold demonstration for users, leaders, & project team
  5. Identify top information (data & visualizations) needs
  6. Launch SRP data & visualizations (including role-based access through a BI platform)

 

Project Target Date

NA

 

Responsible Parties

  • BI Group
  • Brett Tolman
  • Marcy Glassford

 

Project Notes

BI Portal Page

Goal

Communication, launching pad for BI access.

 

Tasks

  1. Identify audience(s) and key messages/information
  2. Build pages with appropriate links (& links from other pages)
  3. Identify page owner for future update responsibility

 

Project Target Date

NA

 

Responsible Parties

  • BI Group

 

Project Notes

ARGOS Implementation beyond Finance

Goal

Leverage reporting through common tool & knowledge share.

 

Tasks

  1. Build on initial internal training with "come and do" opportunities
    • Notes:
      • *Steve R. is converting most-used Academic Crystal reports to Argos. Has three completed with existing REPORTS queries; now converting to ODS source. (LB)
  2. Implement "channels" in new web portal to provide cohesive access and platform for report builders/publishers/users
  3. Identify areas beyond Finance for possible consulting with ARGOS/Evisions
  4. Move web focus & crystal reports

 

Project Target Date

NA

 

Responsible Parties

  • Wayne Wilson
  • Wendy Rosenlof

 

Project Notes

Develop security/access strategy

Goal

Facilitate reporting access, provide the right people with the right information at the right time.

 

Tasks

  1. Assess current security access by type (role-based, fund/org) and across various "sign-on" platforms (Tableau, Insight, TIMS, etc.)
    • Notes:
      • *Banner security team met in regards to setting up role-based security settings within Argos, Finance Dept. is currently in set up and testing phase. Other Data Stewards are currently defining their individual Users and Roles to be established in Argos. I think one of the goals is to transition these similar setups and settings for all Departments with Argos and when it is time to implement the Tableau Server and other reporting tools. (SP) *UVU Banner Security Team identified groups/roles for each area that can be automatically populated using ODS or other data to identify members. Chris Jones implementing. Security team members who have report development responsibilities will be responsible to create/maintain groups that cannot be populated automatically. (LB)
  2. Establish, publish, and implement a UVU security strategy for operations and reporting
  3. Identify appropriate individual(s) for maintaining UVU's security strategy
  4. Move web focus & crystal reports

 

Project Target Date

NA

 

Responsible Parties

  • Shane Peterson

 

Project Notes

Tableau Server

Goal

Optimize existing resources, reduce workload, facilitate reporting access, provide the right people with the right information at the right time.

 

Tasks

  1. Conduct thorough review of pros/cons of continuing with UEN, continuing with UEN but implementing a UVU Server, or discontinuing with UEN and implementing a UVU Server; decision should have a three-year minimum lifespan; identify resources needed
    • Notes:
      • *Purchasing Tableau Server. Will solve several concerns the Security team had regarding the shared UEN Server. (SP) *Ray, Laura, Robert, and Geoff met before 2014 year-end to discuss, and determined PBA request for Server and for an IT admin position to support BI systems and development tools. PBA request allocation was done 10/21/2014 for both the Server licensing and the staff position. (LB) *Complete. Waiting for system admin to be hired to install Tableau. Tableau has been purchased. (RL)

 

Project Target Date

NA

 

Responsible Parties

  • Laura Busby
  • Geoff Matthews
  • Shane Peterson
  • BI Group

 

Project Notes

  • Laura help
  • Opportunity during 14-15 to obtain resources
  • Support from Academic leaders

Fully Implement Data Cookbook

Goal

Fully Implement Data Cookbook

 

Tasks

  1. myUVU/ Single sign-on
  2. Imbed into reports
  3. Define Specifications/reports
  4. Define Terms

 

Project Target Date

NA

 

Responsible Parties

  • NA

 

Project Notes

 

Unprioritized Projects

Identify and prioritize additional stars/DataMart's for development

Goal

Leverage EDW to optimize systems and reporting, build trust (one version of the truth), reduce workload (systems & people).

 

Tasks

  1. Learn from other institutions (BYU), implement existing opportunities (RAP), identify and support key Tableau and ad hoc reporting (SRI, faculty workload)

 

Project Target Date

 NA

 

Responsible Parties

  • BI Team

 

Project Notes

 

Align human resources supporting reporting toward strategic BI needs.

Goal

Optimize existing resources, reduce workload, build trust (1 version of & access to the truth), ensure reporting is not "eaten" by operations.

 

Tasks

  1. Assess strengths and weaknesses of existing structures, engage an external consultant. (Ellucian gave us feedback).

 

Project Target Date

 NA

 

Responsible Parties

  •  BI Team

 

Project Notes

 

Build user interface to ensure user needs are understood and met

Goal

Improve understanding of user needs, ensure usability and access as well as priorities aligned with business needs.

 

Tasks

  1. Develop a model; identify individuals to train and implement model. Role based security could help this. Built in user groups.

 

Project Target Date

 NA

 

Responsible Parties

  •  BI Team

 

Project Notes

 

Data cleansing including review/adaptation of business and data processes

Goal

Optimize existing resources, reduce workload, build trust (one version of the truth).

 

Tasks

  1. Develop a model; identify individuals to train and implement model. Role based security could help this. Built in user groups.

 

Project Target Date

 NA

 

Responsible Parties

  •  BI Team

 

Project Notes

 

Close loops on various assessments including identifying changes resulting from assessments

Goal

Close loops on various assessments including identifying changes resulting from assessments.

 

Tasks

  1.  

 

Project Target Date

 

 

Responsible Parties

  •  

 

Project Notes

 

Create feedback loops for BI initiatives to ensure goals are being achieved

Goal

Create feedback loops for BI initiatives to ensure goals are being achieved.

 

Tasks

  1.  

 

Project Target Date

 

 

Responsible Parties

  •  

 

Project Notes

 

Identify top 10 resources

Goal

Identify top 10 resources.

 

Tasks

  1.  

 

Project Target Date

 

 

Responsible Parties

  •  

 

Project Notes

 

Ensure each project has an appropriate project team and ongoing project steward

Goal

Ensure each project has an appropriate project team and ongoing project steward.

 

Tasks

  1.  

 

Project Target Date

 

 

Responsible Parties

  •  

 

Project Notes

 

Path

Goal

Path

 

Tasks

  1.  

 

Project Target Date

 

 

Responsible Parties

  •  

 

Project Notes

 

Maintain an ongoing, prioritized, & updated task list

Goal

Maintain an ongoing, prioritized, & updated task list.

 

Tasks

  1.  

 

Project Target Date

 

 

Responsible Parties

  •  

 

Project Notes