A BUMPY ROAD TO BI SUCCESS SESSION 5058

A BUMPY ROAD TO BI SUCCESS SESSION 5058 November 7, 2017 CANADA ALLIANCE 5 -7 NOVEMBER 2017

PRESENTER Kris Sochacki Decision Support Analyst, Business Intelligence Mac. Ewan University sochackik@macewan. com CANADA ALLIANCE 5 -7 NOVEMBER 2017

Me on a pie chart My Past 19 Years as a Percentage Food Processing/Mfg. 26% Higher Education 26% Mining, Products, Equipment, Service & Supplies 5% Health Insurance 32% Health Services (Hospital) 11% CANADA ALLIANCE 5 -7 NOVEMBER 2017

BI TEAM Report to the CIO Four members: §Senior Manager BI §Business Analyst §OBIEE Specialist §ETL System Administrator Shared OBIEE System Administrator role CANADA ALLIANCE 5 -7 NOVEMBER 2017

Edmonton, Alberta, Canada Founded 1971 Four-year institution FLE enrolment 12, 581 CANADA ALLIANCE 5 -7 NOVEMBER 2017

MACEWAN UNIVERSITY Young as universities go – 46 years Started as a community college offering certificates and diplomas Degree granting in 2006, university designation in 2009 65% of students are degree seeking – nine degrees with 23 majors More degrees and majors in development CANADA ALLIANCE 5 -7 NOVEMBER 2017

ORGANIZATI ON & ORACLE • OBIEE 12 C • IBM-DATASTAGE 8. 5 • EPM DATA WAREHOUSE 9. 1 EMEA ALLIANCE 11 -12 OCTOBER 2016

1. Road Map… 2. On the Road… 3. Fork in the Road 4. Pit Stop 5. Demo/Questions OVERVI EW CANADA ALLIANCE 5 -7 NOVEMBER 2017

ROADMAP… CANADA ALLIANCE 5 -7 NOVEMBER 2017

ROADMAP… EPM warehouse was purchased 2012 BI team created Campus Solutions warehouse focused – delivered Admissions dashboard was Mac. Ewanized Quick wins with delivered content BI Authors group established BI workshops CANADA ALLIANCE 5 -7 NOVEMBER 2017

WHAT WORKED Successful deployment of the campus solutions warehouse Deployed a Mac. Ewanized Admissions dashboard Grassroots beginning BI knowledge and competencies – data validation

LESSONS LEARNED Manage your expectations around BI uptake Not everyone may/will be as excited about BI as you and your BI team

ROADMAP… CANADA ALLIANCE 5 -7 NOVEMBER 2017

ADMISSION FUNNEL CANADA ALLIANCE 5 -7 NOVEMBER 2017

DIVERSITY ANALYSIS CANADA ALLIANCE 5 -7 NOVEMBER 2017

ADMISSIONS TREND ANALYSIS CANADA ALLIANCE 5 -7 NOVEMBER 2017

APPLICATION COMPARISON CANADA ALLIANCE 5 -7 NOVEMBER 2017

ON THE ROAD… CANADA ALLIANCE 5 -7 NOVEMBER 2017

ON THE ROAD… Continued technical driver but a start of business interest Senior business position created – focused on Enrolment Management BI team focuses on interpreting extract logic New warehouse - Finance business area engages in data exploration (in UAT) CANADA ALLIANCE 5 -7 NOVEMBER 2017

WHAT WORKED Slow but continued BI adoption BI teams progress of building their business knowledge BI teams improved knowledge of the reverse engineering of the delivered subject area content CANADA ALLIANCE 5 -7 NOVEMBER 2017

LESSONS LEARNED The enrolment management never came to true fruition Technical Go Live Finance warehouse - limited resources and operational/project priorities stunted the BI effort Challenge that the BI team had was limited business knowledge and a big learning curve BI adoption slower than anticipated CANADA ALLIANCE 5 -7 NOVEMBER 2017

FORK IN THE ROAD CANADA ALLIANCE 5 -7 NOVEMBER 2017

FORK IN THE ROAD Capital Planning & Asset Management business team requests a custom warehouse build Institutional Analysis and Planning (IAP) – campus warehouse owner IAP and BI team collaborates on institutional Data Needs Office of Communication and Marketing (OCM) CANADA ALLIANCE 5 -7 NOVEMBER 2017

TODAY’S BI LANDSCAPE EMEA ALLIANCE 11 -12 OCTOBER 2016

DASHBOARDS EMEA ALLIANCE 11 -12 OCTOBER 2016

WHAT WORKED Asset Management warehouse built BI team energy and business knowledge growth New BI authors joined the community (Finance, Asset Mgm’t, IAP & OCM) Additional BI position Data Needs strategy Government Reporting warehouse

LESSONS LEARNED Dashboard usage is low and slow BI consumer user base included department chairs and administration Custom builds are successful Where there is a business need, BI is highly successful

PIT STOP CANADA ALLIANCE 5 -7 NOVEMBER 2017

PIT STOP… BI team maturity - formal documentation and standards, MUDE IAP & BI team synergy - mini HEUG, planning and priorities, OBIEE training Full Load Equivalent (FLE) Headcount – snapshots Electronic Curriculum Vitae (e. CV) Scholarships and Bursaries warehouse Admissions/Student Profile dashboard rebuild CANADA ALLIANCE 5 -7 NOVEMBER 2017

EPM End-of-Life = BI rebuild/redesign, new technology New university president – new strategic direction and needs Data governance BI team re-organization ROADMAP PT. 2 CANADA ALLIANCE 5 -7 NOVEMBER 2017

DEMO CANADA ALLIANCE 5 -7 NOVEMBER 2017

PRESENTER Kris Sochacki Decision Support Analyst, Business Intelligence Mac. Ewan University sochackik@macewan. com ALLIANCE PRESENTATIONS WILL BE AVAILABLE FOR DOWNLOAD FROM THE CONFERENCE SITE CANADA ALLIANCE 5 -7 NOVEMBER 2017