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From Data Warehouse to

Business Intelligence:

The Michigan Journey

Presenters:
John Gohsman Sean Mallin
University of Michigan iStrategy Solutions
Michigan Facts
• Three campuses
– Ann Arbor (40,000 students, 23,000 faculty/staff)
– Dearborn & Flint (12,000 students, 1,800 faculty/staff)
• Health System
– Includes: Medical School, 3 hospitals, 30 health centers and
120 outpatient clinics (13,000 total employees)
• Financial Picture
– Annual Budget >$4 Billion (10% from State of Michigan)
– $823M research funding per year (NIH 47%, NSF 9%, DOD
8%)
– Endowment: $6 billion
• Michigan values its highly decentralized nature
– “Coordinated autonomy”
iStrategy Facts

• Sean to complete…
Presentation Outline

• The Data Warehouse Foundation


• Moving to Business Intelligence
• Demonstrations
• What’s Next
The
80s
I
N
F Exec Source: OTLP
O
R
M
A
T
Decision
I Support Tools: PL/1,
O
N ASI/Inquiry
M
A
Management
T
Users:
U
R
Operational Programmers,
I
T
FIN
STU
PUR Power (10’s)
DEVL HR
Y

1980s
The
90s
• Established Data Administration
– Strategic Data Planning Source: Oracle
– Policy, Guidelines (Data as an Data Warehouse
Asset)
– Governance (Stewards/Managers,
not Owners) Tools: GQL
– Data Modeling Services, Naming
Conventions
• Built Data Warehouse
– Financials, Human Resources, Users: Power
Student, Fundraising (100’s)
– Relational approach for flexibility

Early 1980s
1990s
• Strategic Data Plan Source: Oracle
published Data Warehouse
–Replace all legacy
systems
Tools: GQL
–Need new technical
platform
• Bought PeopleSoft ERP Users: Power
• Commit to replace each (~ 1,000)
data set

1980s
1995
• 1998
– Developed DW principles and Source: ODS
vision and Oracle Data
– Student Recruiting and Admissions Warehouse
– Financials
• Financials delivers majority of Tools: PS Query
reports via DW and Business
• 2000 Objects
– Rest of Student Administration
• 2001 Users: Power
– Human Resource Management and Casual
System (~2000)

1998-2001
1980s
2000
and
Beyond
• Execs wonder about ERP ROI?
– Operational efficiency but… Source: ODS
• Are we leveraging data for and Oracle Data
improved decision-making Warehouse
• Units making progress
– M-Dash and M-Stat in Medical Tools: PS Query
School (Xcelsius) and
– UHR defines and delivers metrics; BusinessObjects
also pushes key info via
email/Excel
Users: Power
• Establish Advisors on Information and Casual
Management Strategy (AIMS)
(~2000)
– Develop strategy

1980s
2005
Presentation Outline

• The Data Warehouse Foundation


• Moving to Business Intelligence
• Demonstrations
• What’s Next
• AIMS delivers BI Strategy
– Leverage BI Framework Source: ODS
and Oracle Data
– (use framework slide?)
Warehouse
– Issues
• Lack of campus readiness or
awareness Tools: PS Query
and
• Silo approach
BusinessObjects
• Lack of applications
• Complicated data structures
Users: Power
• Limited tools
and Casual
• Missing infrastructure (~2000)

1980s
2006
UM BI Framework Adapted from Gartner
Users

Strategy

Organization Process
Skills, BI Competency Performance mgt, methodology,
Community education

Applications and Functionality


Ad hoc query/reporting, standard/canned reporting, statistical analysis,
data mining, predictive modeling, presentation/alert/push technology

Tools
BI end user tools, BI developer tools, XCelsius, OutlookSoft Everest

Infrastructure
Data Warehouse, ODS, ETL, Data Quality, Metadata, Data Marts

Data Unit-
FIN Student HR Devl Research
Sources specific
• AIMS recommendations
Advisors on
– Build awareness via BI Community Information
• BI Council Management Strategy
– BI Community of Experts, (AIMS)
Communications, Data,
Training/Methods
Business
– Address user segments; increase market Intelligence Council
• Power (1500), operational (8000), (BIC)
casual/guided analysis (>10,000)
– Increase tools portfolio, infrastructure Training & Communi-
• Browser-based, solutions for execs, Methods
Subgroup
cations
Subgroup
managers, etc.
– Improve data structures
• Aggregate, derive = dimensional, OLAP Data BI Community
Subgroup of Experts
• Incorporate into Administrative Systems (BICE)
Strategic Plan

1980s
2006
Web Reporting
Operational Data from Multiple Sources Power Tools

Entry Points
Vision

Three Gateways for Reporting


User Group 1
(~10,000 users)
User Group 2 User Group 3
(~5000 users) (~3000 users)

Application Web-Based
Business
Specific (e.g. Reporting for
Objects
PeopleSoft) Predefined
Reporting
Reporting Reports
• Create BI Council and subgroups
• Created annual BI Awards Source: ODS,
• Parallel progress while campus Oracle DW, SQL
readiness improves Server
– Decision to upgrade Business
Objects and acquire site license
Tools: PS Query,
– Decision to build web reporting Business Objects,
solution for guided analysis (internal Proclarity, .Net
controls, PI reports)
– Decision to acquire cubes for
Financials and partner to develop Users: Power
HR metrics cube and Casual
– Research archive/purge, ETL/CDC (~2000)
tools

2007-2008
1980s
Presentation Outline

• The Data Warehouse Foundation


• Moving to Business Intelligence
• Demonstrations
• What’s Next
iStrategy: HR Metrics
M-Reports
M-Reports Vision

M-Reports will deliver business intelligence to users


in a customizable user interface
• Alerts, metrics and personalized reports based
on user profile, preferences and role based
security
• Guided analysis through data
• Data sourced from multiple underlying
databases (production, ODS, Data Warehouse,
unit data)
• MAIS and University units can develop and
publish content
Presentation Outline

• The Data Warehouse Foundation


• Moving to Business Intelligence
• Demonstrations
• What’s Next
Creating a BI Organization

• Increase size of team


• Expand mission, increase functions
– Add Analytical skills
– Increase Application Development
– Enhance BI Community
– Increase Consulting and Training
– Enhance Data Administration
– Improve Data Set Development
– Increase Tools Support
Deliver More Solutions

• More cubes, dimensional models


• Broad content in M-Reports
• Dashboards (KPIs, personalized thresholds)
• Push (reports, alerts)
• Predictive Analytics
• Workflow
• Process Management
• Build a solid foundation
• Deliver to campus Source: ODS,
Oracle DW, SQL
– Provide different data structures Server
and a portfolio of tools to meet
different needs
• Engage campus Tools: PS Query,
Business Objects,
– Executive leadership Proclarity, .Net
– Community awareness and
understanding
Users: Power
• Make progress at all levels of and Casual
framework (15,000)

Summary
1980s
For More Information

Visit:
• www.bi.umich.edu
• http://www.mais.umich.edu/stratplan/index.html
• http://www.mais.umich.edu/reporting/index.html
• http://spg.umich.edu/pdf/601.12.pdf

Or contact:
jgohsman@umich.edu
smallin@istrategysolutions.com
U-M Business Intelligence Overview
Enterprise Data Warehouse BI Tools

Oracle
HE
(PeopleSoft) Fin HR
BusinessObjects

FIN
(PeopleSoft) ETL GL Stu

Development Devl PR

M-Reports
eResearch
Microsoft
ETL
iStrategy Internal
Reporting Cubes
HR
Copy Proclarity
(PeopleSoft) iStrategy
FIN
Relational Data Warehouse
Environment

M-Pathways
Oracle 10g

BI Tools
HE Data Warehouse BusinessObjects XIR2
PeopleSoft (Ver. 9) Oracle 10g WebI and Infoview

Legacy
data sets
FIN
PeopleSoft (Ver. 8.8) Predefined
Business Reports
Objects
Extract/Transform
Load M-Pathways
using SQR data sets
Ad Hoc
Queries
U-M Star Schemas/Cubes: M-Reports
Single
Internal Controls
Sources Purpose Star
Schemas

Staging BI Tools

iStrategy
Sources Multi Purpose
Star Schemas

Staging BI Tools
M-Reports Design Schema
(Temp Pay Example)
M- Security Web Business Data Access Data Bases
Pathways Layer Services Logic Layer Layer

M-Reports
M-Reports M-Reports DAL
Portal BLL
Build General
Parms
Assumption: No Get Distinct
direct access to LCC Campus Select Distinct
Security from outside an Campus
Component application
(including UI)
(written
External in-house)
Customers Future
Temp Pay BLL Temp Pay
DAL
Get Temp Pay
Temp Pay
Get Temp Pay By Select Temp
Future
Non Funding Dept Pay
M-Reports Get Temp Pay
UI
Get Temp Pay
By Funding
Using MS Reporting Dept BLL Components DAL Components Cubes vs. Relational
Services for Grids contain all business build and pass
and Graphs. logic
Web services are SQL/MDX
Need to decide
very simplistic Commands
about additional sw.

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