SCDOR Sometime in 2008

Transcription

1 Terry Garber South Carolina Department of Revenue FTA Technology Conference 2011 SCDOR Sometime in 2008 The day before a Governor s Cabinet meeting. 1

2 Compiling Data to Prepare Our Agency Director Now at SCDOR The day before a Governor s Cabinet meeting 2

3 3

4 Getting Started Selected SAP Business Objects suite Brought in several BI vendors for Proof of Concept Business Objects allowed SCDOR business users to be productive more quickly and easily State was implementing SAP for statewide accounting Brought in contracted Project Manager Experience in reporting, data cleansing, and data mining Good people person for working with business users Built technical team Data analyst from Data Warehouse team Contracted systems administrator and developer 4

5 Rapid Deployment Strategy Goal to provide something useful for every division Replicated Reports Based on existing reports from legacy or new system Grabbed pre- print report files Re- created reports in Business Objects Low Risk Avoided need for database navigation Easy to know when it was correct High Benefits Users could sort, group, and filter Combined summary and detail reports for drill- down 5

6 6

7 Dashboards Easy to create graphs from existing reports Replaced manual/excel efforts At a- glance performance monitoring for agency management Shared with the rank and file by each agency division Loaded onto division Sharepoint pages Default pages for morning log on Key measures displayed on agency intranet 7

8 8

9 9

10 10

11 Results: Highly Successful Business users liked the tools Ability to merge data from multiple systems Ability to automate manual reporting, especially compilations from multiple reports Operational reporting stays with Applications Services Needed to complete an operational process Often time critical Management reporting moves to Business Objects Backlog of reports from new tax system New requests, often from outside the agency New Challenges Need for native data navigation and extract More difficult to test how to tell when it s right Need for Business Analyst with tax system knowledge Evolution from Project to Working Unit Standards Quality Assurance Full system development life cycle Documentation standards Backlog and priority management Added second data analyst and second developer 11

12 Roles: IT vs Business Users Technology management in IT Server and storage administration Product releases and patches Security administration Performance monitoring and tuning Data administration Report creation shared High complexity/accuracy/performance reporting in IT What- if/how- many/show- me querying by users In many cases, a well- structured universe and a few well- designed templates can allow business users to replace an inventory of developed reports It s All About the Data Tier One or golden data From legacy or new processing systems More likely to be accurate to start with Tier Two or Data Warehouse data Intended for statistical or trending usage May not include anomalies or exception data May include data from external sources Tier Three or user- maintained data Multiple formats: MS Excel, MS Access,.csv Garbage in, garbage out! 12

13 Data Management Need to build inventory of denormalized tables Selection of data elements that may be used for reporting How to flatten data without losing key relationships Creating and scheduling extract packages Designing universes as needed Logical views Data objects that can be reused Combining data from multiple sources Making sure that combined on a common dimension Apples and oranges Determining aggregation table, universe, or report New Composite Applications Automate not just manual reports, but also manual business processes Example: Debtor s Corner Starts with extract from legacy Collections system Splits by district office, converts to MS Excel, and s spreadsheets to the districts all automatically District managers review for taxpayers that should be removed from the lists, and them to main office Main office coordinator does final pass and saves data Business Objects imports and combines spreadsheets, creates final list, and formats for web posting 13

14 Summary Business Intelligence doesn t just happen automatically when you install a BI product suite You need an introductory strategy, strong sponsorship, and technically competent core team As BI evolves, data management becomes the key challenge it can make or break the effort Enable the business users wherever possible but be prepared for complex development by core team Encourage creativity! Some of the best BI apps start with a here s what I would like sketch Questions?? 14