Enterprise Business Intelligence Consolidated Business Intelligence Project Management

Enterprise Business Intelligence Consolidated Business Intelligence Project Management Overview February 2014

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Intent and Scope of Project Original Intent for the CBI and Scope of Project • Implement solution delivered by Microsoft. – Provide central reports catalog for new reporting services – Exploratory in nature "Proof“ - http: //go. iu. edu/ai 8 • Microsoft SOW Section 1. 1 – “Planning and a pilot implementation of the CBI Portal with primary features of consolidating and cataloging reporting artifacts.

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Intent and Scope of Project…cont Current Intent for the CBI and Scope of Project • Further refine solution (Scrum) √ • Integrations CAS SSO (ADFS) √ • Integrations with EIG √ • Integrations with Kuali Workflow √ • Continued Performance Tuning • Agile Scrum • Automated Compliance Implementation • Automated Audit Implementation • Tableau and SSRS Security Integrations • SUDS • History (Internal Audit of Reports) • Changes Request UI (DM Approval) • Security Group Owners Assignment

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Timeline Original CBI Timeline • Phase I CBI Pilot Implementation – October 29, 2012 to January 16, 2013 • Phase II CAS implementation (ADFS by IMS Team) – January 2013 to March 2013 Current CBI Timeline • Phase III CBI Rapid Application Design modifications underway – March 2013 to June 2013 (Non-EDSS Staff) – May 2013 Brad Shannon added as staff resource • Agile Scrum Underway – October 2013 to Current • Performance Tuning

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence CBI Deliverables Intent for the CBI SOW • Implement solution delivered by Microsoft. – Provides one destination for viewing all BI reports from disparate sources with a single and consistent user interface √ – Enable consumers to organize and catalog the reports into logical structures √ – Enables users to personalize the reports using favorites and thumbnails, docking/undocking of the report panes √ – Supports built-in authentication and authorization model using Windows AD Groups √ – Provides admin Module to perform CRUD operations on Environment, Catalog and Report Metadata √ – Provides ability to list reports which user cannot access and configure a report as public report (accessible to all) √

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence CBI Scope Defined • Microsoft provide a Pilot/POC implementation of CBI Portal Intellectual Property. (Refer to SOW section 1. 2. 2 for “Capabilities and Limitations”) • Create a vision and develop an IU specific high level architecture plan. Microsoft and IU Lead Architect will provide high level guidance on possible approaches in implementation of the CBI. Explore delivered features as result of Pilot implementation and discover feasibility through analysis. • Microsoft provide a knowledge transfer by the means of architecture and design document, meetings and collaboration with Indiana University Technical team. Excludes any specific training on Microsoft Technologies and/or documentation/samples of extensibility of Microsoft CBI pilot.

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Roadmap CBI Scope Defined • Continued design alignment guided by external factors – SQR, IUIE strategy • IU POC Reports – Create Dimensional Model and Reports and Publish in CBI

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Milestones CBI Milestones • CAS Implemented – March 2013 • Enterprise Information Governance (EIG) Integrations Begin – May 2013 (EIG now available for production use) • Kuali Rice Integrations Begin – September 2013 to February 2014 • Automated Compliance Implementation – TBD • Automated Audit Implementation – TBD • Tableau and SSRS Security Integrations – TBD

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence CBI Integrations CBI Enterprise Integrations • Data Provisioning (EIG) – Provides KR routing for reports and security approvals • Kuali Rice Workflow – Provides workflow for all CBI routing services

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence CBI Perception Misconceptions • Perception – Gaps Issues Challenges – What doesn't work and why – Dependencies – Aspects of IUIE not to be delivered in CBI – IUIE What Ifs – SQR – Row Level Security

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Team and Collaborative Groups Stakeholders * Consumers * Data Managers * Reports Publishers/Developers * CDS * Decision makers

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Change Management • CBI Steering group or other committees – UA • Managers from Schools and Departments • Data Managers, Modern Developers and Users • Risk, group legacy requirements

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence Communications Plan Going Forward Communication plan going forward * Infoshare for Data managers * List Serve * Next info share is April 15 th during the monthly IUSPUG presentation.

2014 : Enterprise Business Intelligence – Consolidated Business Intelligence CBI Document Resources Project Plans • CBI Project Plan details – http: //go. iu. edu/aia • CBI Statement of Work – http: //go. iu. edu/ai 8