Common Data Repository(Data Warehouse)

Tennessee IT Symposium 2013April 22nd 10:25a

Thomas DanfordGreg TurmelPamela Clippard

TBR Common Data Repository (CDR)Agenda• CDR History & General Overview (Thomas Danford)• Technologies Employed & Mechanics of the CDR (Greg Turmel)• Functional Overview & Governance (Pamela Clippard)

Our Phased Approach

Phase1 - Project Concept

Phase 2- Project Design

Phase 3 - Project Development

Phase 4 - Quality Assurance

Phase 5 - Beta

Phase 6 - Release

Phase 7 - General Availability

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CDR History & General Overview

• Complete College Tennessee Act of 2010 (CCTA) TCA 49-8-101(c)

• The National Center for Higher Education Management Systems (NCHEMS) Report

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NCHEMS Recommendations to TBR (Accepted at June 20th 2010 Board Meeting)

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Basic Objectives

• Leverage Existing Investments/Projects Wherever Possible– Open BI Project– ODS/EDW– Argos

• Implement as Quickly as Possible

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6

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CDR

UMWSCCVSCCTTUTSU

STCCRSCCPSCC

NeSCCNaSCCMSCCMTSUJSCCETSUDSCC

CoSCCClSCCChSCCAPSU

Board OfficeBI Development

What’s Common in the CDR?Si

ngle

Dat

abas

e (O

racl

e)

Multiple Entities (MEP)

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9

10

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TBR Common Data Repository

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Phase 1 - Project Concept

Phase 1 - Project Concept

Where are we?

Shortfalls – time to move on – technology is now available to do better Not timely Not consistent Very costly

Where do we need to be as a system?

What is available from our technology infrastructureWhat we currently have – what do we need to addOther – and Future system Initiatives

Platforms Vendors

– Software– Hardware

TBR Common Data RepositoryPhase 2 - Project DesignEach design point takes advantage of known technology strengths - minimizing modifications to underlying infrastructure

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[---------------- Identify Core Team Members from the Central Office and Campuses ---------------- ]

TBR Common Data RepositoryEllucian Operational Data Store & Enterprise Data Warehouse

TBR EDW

TBRODS

Each TBR Campus’ Data Loaded into a Pre-Stage Database Using Oracle Golden Gate

RSCC

WSCC

TSU

Etc.

Each Banner Data Module Transformed Using Ellucian software (Oracle Materialized Views)

Accounts Receivable Student Financial

Aid Etc.

Phase 1 – Project Design

TBR Common Data Repository

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Phase 3 – Project Development

Phase 3 - Project Development

Information Technology Integration of the hardware and the software to implement CDR system as designed.

Strategy Development (TBR IT, AA and OESI)) Works in all areas of the organization to ensure the project focuses on the user and

that the CDR is provides value added to the executive decision makers.

Project Manager Ensures that local and remote technical & development staff understand the their

interdependencies, facilitates communication among the departments, and resolves issues surrounding slipping deadlines.

Quality Assurance Responsible for defining, designing, developing, and implementing a test plan. Begins

initial documentation.

Help Desk Responsible for designing, defining, developing a detailed plan that articulates how

the project will be supported after release.

TBR Common Data RepositoryPhase 3 - Project DevelopmentIT integrates project hardware and software; users and work with IT to QA the project building out sample test procedures; testing and user documentation begins

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[---------------- Identify Core Team Members from the Central Office and Campuses ---------------- ]

TBR Common Data RepositoryEllucian Operational Data Store & Enterprise Data Warehouse

TBR EDW

TBRODS

Each TBR Campus’ Data Loaded into a Pre-Stage Database Using Oracle Golden Gate (February 2012)

RSCC

WSCC

TSU

Etc.

Each Banner Data Module Transformed Using Oracle Materialized Views (March 2013)

Accounts Receivable Student Financial

Aid Etc.

Phase 3 – Project Development

TBR

UOM

TTU

TSU

MTSU

ETSU

APSU

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TBR Common Data Repository

WSCC

VSCC

SwSCC

RSCC

PSCC

NeSCC

NaSCC

MSCC

JSCC

DSCC

CoSCC

ClSCC

ChSCC

UOM

TTU

TSU

MTSU

ETSU

APSU

WSCC

VSCC

SWCC

RSCC

PSCC

NeSCC

NaSCC

MSCC

JSCC

DSCC

CoSCC

ClSCC

ChSCC

Banner Pre-Stage

Extract using Oracle Golden Gate into a single Banner database which has no SSB, no INB, and no other access other than the Ellucian ODS/EDW application for mapping the required Banner tables into the materialized views (and/or any additional Banner tables necessary to complete custom applications.

Ellucian ODS/EDW

Ellucian ODS/EDW Mappings

VPDI is OPEIDVPDI is OPEID

The Banner Pre-Stage and the ODS/EDW use FICE code to populate the VPDI code for each record from the campus.

The VPDI (FICE) code is used to partition each schools’ data into individual Oracle partitions.

TBR

UOM

TTU

TSU

MTSU

ETSU

APSU

WSCC

VSCC

SWCC

RSCC

PSCC

NeSCC

NaSCC

MSCC

JSCC

DSCC

CoSCC

ClSCC

ChSCC

TBR

UOM

TTU

TSU

MTSU

ETSU

APSU

WSCC

VSCC

SWCC

RSCC

PSCC

NeSCC

NaSCC

MSCC

JSCC

DSCC

CoSCC

ClSCC

ChSCC

TBR

UOM

TTU

TSU

MTSU

ETSU

APSU

WSCC

VSCC

SWCC

RSCC

PSCC

NeSCC

NaSCC

MSCC

JSCC

DSCC

CoSCC

ClSCC

ChSCC

Phase 3 – Project Development - Integration of Hardware and Software

TBR Common Data Repository

TBR

UOM

TTU

TSU

MTSU

ETSU

APSU

WSCC

VSCC

SWCC

RSCC

PSCC

NeSCC

NaSCC

MSCC

JSCC

DSCC

CoSCC

ClSCC

ChSCC

Ellucian ODS/EDW Mappings

EDW

Dimension

Dimension Dimension

Dimension

Fact Table

TBR Operational Data Store and Enterprise Data warehouse

CDRODS/EDW

Phase 3 – Project Development

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TBR Common Data RepositoryPhase 4 - Quality Assurance

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Quality Assurance of the Project – IT Largely IT oriented to encompass physical operating specifications are met. This will

include data synchronization, user response times, source system impact at data replication, and that appropriate disaster recovery plans are in place.

Documentation of the technical system is created, and test plans are share with functional users.

Quality Assurance of the Project - Functional PM/IT work with governance teams to identify functional offices who will test the

project at their location, recruit help desk for each test site, prepare sign-off procedures and secure release dates for data modules.

PM develops initial release plan using technical and functional QA feedback.

Phase 4 – Quality Assurance Sample Test Design and User Documentation

RSCCAccounts ReceivableAlumniFinanceFinancial AidHuman ResourcesStudentBaselineCommon Data DefinitionsTennessee Mods

WSCCAccounts ReceivableAlumniFinanceFinancial AidHuman ResourcesStudentBaselineCommon Data DefinitionsTennessee Mods

VSCCAccounts ReceivableAlumniFinanceFinancial AidHuman ResourcesStudentBaselineCommon Data DefinitionsTennessee Mods

Sub-System Load One School at a Time

ODSLoad Schools as One Integrated Data Store

EDWLoad Schools as One

Integrated Data Warehouse

Data Extract Validation

Transform and Load Validation

Integrated Reports and KPI Validation

. . . etc.

CDR Validation *

*includes security and data discovery validations

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Phase 4 – Quality Assurance Sample Test Design and User Documentation

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Common Data Repository Campus Load Schedule – Central Office and Campus IT/OIR

Load Order Wave #1 Wave #2 Wave #3 Wave #4 Wave #5

February OIR Infrastructure Validation

May

JuneJuly

August

September

Testing Campus & System security, network, capacity and benchmark testing. Initial data loads.

TBR DSCC ChSCC STCC TTU CoSCC MSCC NeSCC NSCC ETSU

WSCC JSCC PSCC TSU MTSU

RSCC ClSCC VSCC APSU UoM

Testing Campus & System security, network, capacity and benchmark testing. Initial data loads.

Data Verification and Quality Assurance Schedules

JuneJuly

August

September

October

Testing Campus & System security, network, capacity and benchmark testing. Initial data loads.

IT/Functional Offi ces - Quality Assurance for data validation, common data definitions, etc,

TBR DSCC ChSCC STCC TTU

CoSCC MSCC NeSCC NSCC ETSU WSCC JSCC PSCC TSU MTSURSCC ClSCC VSCC APSU UoM

IT/Functional Offi ces - Quality Assurance for data validation, common data definitions, etc,

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Phase 4 – Quality Assurance Sample Test Design and User Documentation

TBR Common Data RepositoryPhase 5 - Beta Testing

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Beta Testing Takes place after the Quality Assurance group agrees that the project, user

documentation, help desk procedures, and are functional and meet the design specifications.

Beta Sites The project is sent to a select group of users who have agreed to test the project to

confirm that its features work in a campus environment. The quality Assurance group takes the lead in monitoring the user test process. IT continues to fix bugs. If the project will be available to campuses, the CDU is focused on actualizing the

Project launch plan

Phase 5 – Beta Testing

Test Schools Selected• Hosted• Non-Hosted• Community College• University

Banner Data Modules • Alumni• Student• Financial Aid• Finance• Receivables• HR & Payroll

TBR Common Data Repository

Phase 5 – Beta Testing

Four Reporting Profiles for Security: 1. Institution 2. Executive Key Performance Metrics 3. Management Aggregated Data 4. Staff Detailed Reporting

Common Data Repository – ODS/EDW

Shared Library of Dashboards and Reports

TBR Central Office Business Intelligence

Degree CompletionCampus

Executive Dashboards

8%17%

42%13%

11%5%6%

Degrees Awarded by

College

Campus Operational Reporting

New Graduates

R. Jones, MBA

D. Smith, AA, AS

A. Neville, MA

P. West, BSBA

Campus Banner Transaction

Campus Banner Transaction

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TBR Common Data RepositoryPhase 6 – Release

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IT as Key Member Provides technical information and support

CDR Communications Interacts with campuses and Central Office

TBR IT, AA & OESI Leads analysis and user focus

Project Manager Communicates & supports the interdependencies

Quality Assurance Responsible for designing test plans

Helpdesk Creates plan for support after release

Documentation Installation, support, interfacing contacts and controls

Training Provides training courses for internal & external staff

Phase 6 – Release

TBR Common Data Repository

Phase 7 – General Availability

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Helpdesk Ongoing support to answer questions

End-user training Ongoing training for technical and functional users

Scheduled Upgrades/Installs Software and hardware upgrades and patching

Daily IT Application Support Maintains and repairs software and hardware

Ongoing System and Campus Integration Continued focus groups for future development

Phase 7 – General Availability

Four Reporting Profiles for Security: 1. Institution 2. Executive Key Performance Metrics 3. Management Aggregated Data 4. Staff Detailed Reporting

Common Data Repository – ODS/EDW

Shared Library of Dashboards and Reports

TBR Central Office Business IntelligenceDegree Completion

Campus Executive Dashboards

8%

17%

42%13%

11%5%6%

Degrees Awarded by

College

Campus Operational Reporting

New Graduates

R. Jones, MBA

D. Smith, AA, AS

A. Neville, MA

P. West, BSBA

Campus Banner Transaction

Campus Banner Transaction

Campus Banner Transaction

Campus Banner Transaction

TBR Common Data Repository

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Phase 7 – General Availability

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TBR Common Data Repository

Executive Leadership

Dashboards and Scorecards with performance metrics toward established goals and objectives

Management Reporting

Trend, summaries, operations analytics. front line for implementation of business rules, verification of business processes, complex interdependencies and application integration

Staff Reporting

Detailed and ad-hoc reports, front line of data quality assurance, verify reporting result set

CDR Supports Reporting and Business Intelligence at All Levels of System and Campus Management

Why Measure Our Progress in a New Way?Bill Gates Says There Is Something Perverse In College RatingsThere is a perverse metric rating system for U.S. colleges, says Bill Gates, the world’s most generous and influential philanthropist. The problem is that it gives credit to schools that attract the best students rather than schools that take poorly prepared students and help them get ready for the next stage. View full story at http://www.forbes.com/sites/luisakroll/2013/01/31/bill-gates-says-there-is-something-perverse-in-college-ratings/

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Supporting Student Success

“You can’t manage what you can’t measure.” 2025 65,000 42,000

What is our mission? What is our focus?

Move from reporting how well we have done?

Reporting how well are we doing?

TO

Leading IndicatorsLagging Indicators

Why Change?

Common Data Repository

Questions and Discussion

Thomas Danford, Thomas.Danford@tbr.edu Greg Turmel, Greg.Turmel@tbr.edu Pamela Clippard, Pamela.Clippard@tbr.edu