from data warehouse to business intelligence: the michigan journey
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From Data Warehouse to Business Intelligence: The Michigan Journey. John Gohsman University of Michigan. Presenters:. Sean Mallin iStrategy Solutions. Michigan Facts. Three campuses Ann Arbor (40,000 students, 23,000 faculty/staff) - PowerPoint PPT PresentationTRANSCRIPT
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From Data Warehouse to Business Intelligence:
The Michigan Journey
John Gohsman University of Michigan
Sean Mallin iStrategy Solutions
Presenters:
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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 and120 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”
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iStrategy Facts• Sean to complete…
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Presentation Outline
• The Data Warehouse Foundation
• Moving to Business Intelligence• Demonstrations• What’s Next
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The
80s
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1980s
Source: OTLP
Tools: PL/1, ASI/Inquiry
Users: Programmers, Power (10’s)
Exec
Decision Support
Management
Operational
INFORMATION
MATURITY
FINDEV
L HR STU PUR
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The
90s
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• Established Data Administration– Strategic Data Planning– Policy, Guidelines (Data as an
Asset)– Governance
(Stewards/Managers, not Owners)
– Data Modeling Services, Naming Conventions
• Built Data Warehouse– Financials, Human Resources,
Student, Fundraising– Relational approach for
flexibility
1980sEarly 1990s
Source: Oracle Data Warehouse
Tools: GQL
Users: Power (100’s)
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• Strategic Data Plan published–Replace all legacy
systems–Need new technical
platform• Bought PeopleSoft
ERP• Commit to replace
each data set
1980s1995
Source: Oracle Data Warehouse
Tools: GQL
Users: Power(~ 1,000)
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• 1998– Developed DW principles and
vision– Student Recruiting and
Admissions– Financials
• Financials delivers majority of reports via DW
• 2000– Rest of Student Administration
• 2001– Human Resource Management
System
1980s1998-2001
Source: ODS and Oracle Data Warehouse
Tools: PS Query and Business Objects
Users: Power and Casual (~2000)
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2000and
Beyond
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• Execs wonder about ERP ROI?– Operational efficiency but…
• Are we leveraging data for improved decision-making
• Units making progress– M-Dash and M-Stat in Medical
School (Xcelsius)– UHR defines and delivers
metrics; also pushes key info via email/Excel
• Establish Advisors on Information Management Strategy (AIMS)– Develop strategy
1980s2005
Source: ODS and Oracle Data Warehouse
Tools: PS Query and BusinessObjects
Users: Power and Casual (~2000)
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Presentation Outline
• The Data Warehouse Foundation• Moving to Business
Intelligence• Demonstrations• What’s Next
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• AIMS delivers BI Strategy– Leverage BI Framework– (use framework slide?)– Issues
• Lack of campus readiness or awareness
• Silo approach• Lack of applications• Complicated data
structures• Limited tools• Missing infrastructure
1980s2006
Source: ODS and Oracle Data Warehouse
Tools: PS Query and BusinessObjects
Users: Power and Casual (~2000)
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UM BI Framework Adapted from Gartner
ResearchData Sources FIN Student HR Devl Unit-
specific
InfrastructureData Warehouse, ODS, ETL, Data Quality, Metadata, Data Marts
Applications and FunctionalityAd hoc query/reporting, standard/canned reporting, statistical analysis,data mining, predictive modeling, presentation/alert/push technology
Process Performance mgt, methodology,
education
Strategy
Tools BI end user tools, BI developer tools, XCelsius, OutlookSoft Everest
Users
OrganizationSkills, BI Competency
Community
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• AIMS recommendations– Build awareness via BI Community
• BI Council– BI Community of Experts,
Communications, Data, Training/Methods
– Address user segments; increase market
• Power (1500), operational (8000), casual/guided analysis (>10,000)
– Increase tools portfolio, infrastructure
• Browser-based, solutions for execs, managers, etc.
– Improve data structures• Aggregate, derive = dimensional,
OLAP• Incorporate into Administrative Systems
Strategic Plan 1980s2006
Advisors on Information
Management Strategy (AIMS)
Business Intelligence Council
(BIC)
Training & Methods
Subgroup
Communi-cations
Subgroup
DataSubgroup
BI Community of Experts
(BICE)
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Web ReportingOperational Power ToolsData from Multiple
Sources
Entry Points
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Vision
Application Specific (e.g. PeopleSoft) Reporting
Web-Based Reporting for Predefined
Reports
Business Objects
Reporting
User Group 1(~10,000 users)
User Group 2 (~5000 users)
User Group 3(~3000 users)
Three Gateways for Reporting
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• Create BI Council and subgroups• Created annual BI Awards• Parallel progress while campus
readiness improves– Decision to upgrade Business
Objects and acquire site license– Decision to build web reporting
solution for guided analysis (internal controls, PI reports)
– Decision to acquire cubes for Financials and partner to develop HR metrics cube
– Research archive/purge, ETL/CDC tools
1980s2007-2008
Source: ODS, Oracle DW, SQL Server
Tools: PS Query, Business Objects, Proclarity, .Net
Users: Power and Casual (~2000)
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Presentation Outline
• The Data Warehouse Foundation• Moving to Business Intelligence• Demonstrations• What’s Next
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iStrategy: HR Metrics
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M-Reports
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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
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Presentation Outline
• The Data Warehouse Foundation• Moving to Business Intelligence• Demonstrations• What’s Next
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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
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Deliver More Solutions
• More cubes, dimensional models• Broad content in M-Reports• Dashboards (KPIs, personalized
thresholds)• Push (reports, alerts)• Predictive Analytics• Workflow• Process Management
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• Build a solid foundation• Deliver to campus
– Provide different data structures and a portfolio of tools to meet different needs
• Engage campus– Executive leadership– Community awareness and
understanding• Make progress at all levels of
framework
1980sSummary
Source: ODS, Oracle DW, SQL Server
Tools: PS Query, Business Objects, Proclarity, .Net
Users: Power and Casual (15,000)
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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:[email protected]@istrategysolutions.com
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Microsoft
M-Reports
Proclarity
BusinessObjects
ETL
HE (PeopleSoft)
FIN (PeopleSoft)
Development
eResearch
Reporting Copy
(PeopleSoft)
Enterprise Data Warehouse
OracleHRFin
GL Stu
Devl PR
BI Tools
ETL
iStrategy
FIN
iStrategyHR
InternalCubes
U-M Business Intelligence Overview
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Legacy data sets
M-Pathwaysdata sets
Business
Objects
M-PathwaysOracle 10g
Data WarehouseOracle 10g
Predefined Reports
Ad Hoc Queries
Extract/Transform using
SQR
HEPeopleSoft (Ver. 9)
FINPeopleSoft (Ver.
8.8)
Load
BI ToolsBusinessObjects XIR2
WebI and Infoview
Relational Data Warehouse Environment
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U-M Star Schemas/Cubes: M-Reports
Single
Purpose Star Schemas
Internal Controls
Staging BI Tools
Sources
Multi Purpose Star
Schemas
iStrategy
Staging BI Tools
Sources
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M-Pathways
M-Reports Design Schema (Temp Pay Example)
Using MS Reporting
Services for Grids and Graphs.
Need to decide about additional
sw.
Assumption: No direct access to
LCC from outside an application (including UI)
Web services are very simplistic
BLL Components contain all
business logic
DAL Components build and pass
SQL/MDX Commands
Cubes vs. Relational
Security Layer
Web Services
Business Logic Layer
Data Access Layer
Data Bases
M-Reports Portal
Non M-
Reports UI
External Customer
s
Security Component
(written in-house)
Temp Pay
Get Temp Pay
Get Temp Pay By Funding
Dept
M-Reports BLL
Get Distinct Campus
Temp Pay BLL
Get Temp Pay
Get Temp Pay By Funding
Dept
M-Reports DAL
Build General Parms
Select Distinct Campus
Temp Pay DAL
Select Temp Pay
Future
Future