BI Overcoming Challenges

Transcription

1 BI Overcoming Challenges Mary Woodman Communication & Training Lead, BI Systems Phidias Burnell BI Project Manager Danny Lim BI Systems Manager 1

2 Victoria University Profile Located in Melbourne Multi sector, HE & VE &FE 10 onshore campuses Circa 2500 EFT staff 2011 Circa 50,000 students new VC and Strategic Plan 2

3 1999 3

4 1999 -VU launches Data Warehouse IBM Redbrick, Informix, BusinessObjects (BO) Main data sources SMS, Govt. files, VTAC, Surveys DW team = 4 Users: BusinessObjects grew to circa 300 Non-tool users 1000s Served VU well, providing operational & strategic reporting capability 4

5 2007 5

6 2007 Decision to Upgrade BusinessObjects Version of BO soon to be out of life and maintenance Possible conflicts with latter versions of Windows OS Decision to upgrade BO to a web based version Provision of better reporting capability and deployment options Project sponsor, scope and budget organised 6

7 2008 Yes we Can 7

8 2008 Project to upgrade BusinessObjects BO Upgrade Project in full swing What needs to be converted? Consultants engaged to assist with technical conversion process Communication to user community commences 8

9 2009 9

10 2009 New SMS and Data Warehouse VU announces plans for new Student Management System (SMS) - Callista Senior management changes Tender process for new BI toolset takes place [Oracle] OBIEE & ODI selected Data Warehouse Conversion Project announced New DW to source student data from new SMS 10

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12 2010 Change of Plans! Various stops and starts: Changes to DW Conversion Project scope 3 different project managers in less than 12 months More changes to senior management Team morale low 12

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14 2011 BI Project announced 2 different executive sponsors Team resourced and consultants engaged Project scope established and strategy papers written Governance steering committee established Deliver strategic BI solution to VU Business engagement begins Prototype development completed 14

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16 2012 BI Project continues BI Project engages with key stakeholders to gather business requirements Development continues May 2012 new SMS is launched New (3 rd ) executive sponsor engaged Maintenance of legacy systems continues Pilot group of users engaged and trained 16

17 Success factors Engagement Requirements & Scope Design & Development The Team

18 Steps taken so far Engagement Proof of concept Project Approach Project Governance High level Requirements Detailed Requirements Pilot Group Sep Oct Nov Dec Jan Feb Mar Apr May Jun Ways of working Data Migration Environment configuration Advanced Project Users First release Internal Project On boarded resources

19 Requirements and Business Engagement Requirement Type Project starts with loose scope Themes/Concepts Summarised High level Requirements High level requirements Strategy Development Strategy execution planning Strategic Management Detailed requirements Function specific Daily Management & Operational Planning Operational Management Detailed requirements Role specific Operational Execution Team Members

20 BI Team Team Structure Business Steering Committee Executive Leadership Team Business Requirements Application Design and Development Business Deployment Business Analyst (x1) SME (x5) Data Warehouse/ Business Intelligence Analysts (x4) System Administrator (x1) Architect (x1) Report Writers (x6) Training & Comms (x1) Release Manager (x1) Pilot Group Change Advocates (x30) Senior Management Management Team Members

21 Oracle OBIEE Queries, Dashboards Metadata Model Decision Support Strategic Reporting Queries, Dashboards 3 layer Metadata Model Presentation Layer Logical Business Semantic Layer Physical layer BI Architecture Stack Integration Integration Area Presentation Business Physical Oracle ODI Staging ETL Processes extract, load, transform, cleanse data Staging Area extracted data, DW reference data Source System Source systems SMS, VTAC, (Finance, HR )

22 Development and Deployment Process Development Life-Cycle Requirements 1-3 Wks Development 3-6 Wks Testing 2 Wks UA Testing 2 Wk Deployment Training Queries, Dashboards Queries, Dashboards Queries, Dashboards Queries, Dashboards Metadata Model Metadata Model Metadata Model Metadata Model Metadata Model ETL, DB Structures ETL, DB Structures ETL, DB Structures ETL, DB Structures ETL, DB Structures Dev Test UAT Prod & DR Train SVN Package Monthly Releases

23 Where to from here. SEP 2011 FEB 2012 FEB JUN 2012 JUN DEC 2012 JAN Onwards Building awareness. Understanding how it works New ways of working Maximising the benefits Defining approach Setup the project and team Proof of concept Information sessions Obtain high level requirements (User stories & Themes) Trial the new process Using BI to support decision making Remove uncertainties from decision making Proactive ways of working Optimise the solution