April 20, 2016
Fiscal Administrators Meeting
20-Apr-2016
UBI Rollout – Fiscal Admins
UBI Rollout
1
UBI Rollout – Fiscal Admins
• University Business Intelligence
• Enterprise Reporting Environment made up of 3
key components
• Data Warehouse
• Data Governance and Stewardship
• Reporting Tools
April 20, 2016
What is UBI?
2
UBI Rollout – Fiscal Admins
• Ultimately, integration of data from various data sets (e.g.
Financial, Student, HR, local, etc…)
• Faster
• Interactive
• No plug-ins required
• User driven data-discovery
• Advanced visualizations
• Customized reporting
April 20, 2016
WIFM?
3
UBI Rollout – Fiscal Admins
April 20, 2016
Phased Release Approach
4
Training Approach
• Introduction to UBI
•
•
•
•
Required training for access to UBI
Face-to-face training
3 hr session – navigation, activities, workshop
“come to you”
• UBI Workshops
•
•
•
•
Real world questions and answers
Focused topics
Face-to-face
As requested
UBI Rollout – Fiscal Admins
• Demo by department, as requested
• Opportunity to develop awareness
April 20, 2016
• Experience UBI
• Advanced UBI
•
•
•
•
Advanced use of tools
Advanced analytics topics
Face-to-face
Cross-functional
• Growing library Just-in-Time Training resources
5
Support Approach
• UBI Online Community
•
•
•
•
Robust online community
Engagement on tool
Subject Matter Experts
Training resources and content
UBI Rollout – Fiscal Admins
• Tier 1 and Tier 2 Support
April 20, 2016
• HelpDesk
6
UBI Rollout Timeline
•
•
•
•
•
50
participants
29 areas
represented
Training
Testing
Feedback
UBI Pilot
•
•
~50
participants
(different from
SMEs)
Pilot training,
processes,
tools
UBI
Community
•
•
Configuration
and Setup
Content
population
Jun
Jul
…
Intro to UBI Face to Face Training
•
•
•
•
600 active Discoverer users of GA reports
# Additional users – GA data
~60 sessions
“Bring it to you” model
UBI Community - Live
•
•
•
•
Provide support
Drive user engagement
Populate content
Leverage SMEs and Project Team for support
UBI Workshops
Experience UBI
•
•
•
•
•
UBI Community
Hands on demo sessions
Expand awareness
Aug
April 20, 2016
UBI UAT and
SME
May
•
Follow up to Intro to UBI and real-world use
Answer real questions
Focused topics, tips/tricks
UBI Rollout – Fiscal Admins
…Apr
Grow and expand
Advanced UBI
•
•
Advanced topics for using the
tools
Cross-functional engagement on
financial analytics
UBI Community
•
Grow and expand
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