From Data Warehouse to
Business Intelligence:
The Michigan Journey
Presenters:
John Gohsman
Sean Mallin
University of Michigan
iStrategy Solutions
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 and
120 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”
iStrategy Facts
• Sean to complete…
Presentation Outline
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The Data Warehouse Foundation
Moving to Business Intelligence
Demonstrations
What’s Next
The
80s
I
N
F
O
R
M
A
T
I
O
N
M
A
T
U
R
I
T
Y
Exec
Source: OTLP
Decision
Support
Tools: PL/1,
ASI/Inquiry
Management
Operational
FIN
DEVL
HR
STU
PUR
Users:
Programmers,
Power (10’s)
1980s
The
90s
• 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
Source: Oracle
Data Warehouse
Tools: GQL
Users: Power
(100’s)
Early 1990s
1980s
• Strategic Data Plan
published
–Replace all legacy
systems
–Need new technical
platform
• Bought PeopleSoft ERP
• Commit to replace each
data set
Source: Oracle
Data Warehouse
Tools: GQL
Users: Power
(~ 1,000)
1980s
1995
• 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
Source: ODS
and Oracle Data
Warehouse
Tools: PS Query
and Business
Objects
Users: Power
and Casual
(~2000)
1998-2001
1980s
2000
and
Beyond
• 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
Source: ODS
and Oracle Data
Warehouse
Tools: PS Query
and
BusinessObjects
Users: Power
and Casual
(~2000)
1980s
2005
Presentation Outline
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The Data Warehouse Foundation
Moving to Business Intelligence
Demonstrations
What’s Next
• 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
Source: ODS
and Oracle Data
Warehouse
Tools: PS Query
and
BusinessObjects
Users: Power
and Casual
(~2000)
1980s
2006
UM BI Framework Adapted from Gartner
Users
Strategy
Process
Organization
Skills, BI Competency
Community
Performance mgt, methodology,
education
Applications and Functionality
Ad hoc query/reporting, standard/canned reporting, statistical analysis,
data mining, predictive modeling, presentation/alert/push technology
Tools
BI end user tools, BI developer tools, XCelsius, OutlookSoft Everest
Infrastructure
Data Warehouse, ODS, ETL, Data Quality, Metadata, Data Marts
Data
Sources
FIN
Student
HR
Devl
Research
Unitspecific
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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
Advisors on
Information
Management Strategy
(AIMS)
Business
Intelligence Council
(BIC)
Training &
Methods
Subgroup
Communications
Subgroup
Data
Subgroup
BI Community
of Experts
(BICE)
1980s
2006
Web Reporting
Operational
Data from Multiple Sources
Entry Points
Power Tools
Vision
Three Gateways for Reporting
User Group 1
(~10,000 users)
User Group 2
(~5000 users)
Application
Specific (e.g.
PeopleSoft)
Reporting
User Group 3
(~3000 users)
Web-Based
Reporting for
Predefined
Reports
Business
Objects
Reporting
• 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
Source: ODS,
Oracle DW, SQL
Server
Tools: PS Query,
Business Objects,
Proclarity, .Net
Users: Power
and Casual
(~2000)
2007-2008
1980s
Presentation Outline
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The Data Warehouse Foundation
Moving to Business Intelligence
Demonstrations
What’s Next
iStrategy: HR Metrics
M-Reports
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
Presentation Outline
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The Data Warehouse Foundation
Moving to Business Intelligence
Demonstrations
What’s Next
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
Deliver More Solutions
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More cubes, dimensional models
Broad content in M-Reports
Dashboards (KPIs, personalized thresholds)
Push (reports, alerts)
Predictive Analytics
Workflow
Process Management
• 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
Source: ODS,
Oracle DW, SQL
Server
Tools: PS Query,
Business Objects,
Proclarity, .Net
Users: Power
and Casual
(15,000)
Summary
1980s
For More Information
Visit:
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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:
jgohsman@umich.edu
smallin@istrategysolutions.com
U-M Business Intelligence Overview
Enterprise Data Warehouse
BI Tools
Oracle
HE
(PeopleSoft)
HR
Fin
BusinessObjects
FIN
(PeopleSoft)
ETL
GL
Development
Stu
Devl
PR
M-Reports
eResearch
Microsoft
ETL
Reporting
Copy
(PeopleSoft)
iStrategy
HR
Internal
Cubes
iStrategy
FIN
Proclarity
Relational Data Warehouse
Environment
M-Pathways
Oracle 10g
Data Warehouse
HE
Oracle 10g
PeopleSoft (Ver. 9)
BusinessObjects XIR2
WebI and Infoview
Legacy
data sets
FIN
PeopleSoft (Ver. 8.8)
Extract/Transform
using SQR
BI Tools
Business
Objects
Load
M-Pathways
data sets
Predefined
Reports
Ad Hoc
Queries
U-M Star Schemas/Cubes: M-Reports
Single
Internal Controls
Purpose Star
Schemas
Sources
Staging
BI Tools
iStrategy
Multi Purpose
Star Schemas
Sources
Staging
BI Tools
M-Reports Design Schema
(Temp Pay Example)
MPathways
Security
Layer
Web
Services
M-Reports
Portal
M-Reports
BLL
Security
Component
External
Customers
Business
Logic Layer
Assumption: No
direct access to LCC
from outside an
application
(including UI)
Get Distinct
Campus
Data Access
Layer
Data Bases
M-Reports
DAL
Build General
Parms
Select Distinct
Campus
(written
in-house)
Future
Temp Pay BLL
Temp Pay
Non
M-Reports
UI
Using MS Reporting
Services for Grids
and Graphs.
Need to decide
about additional sw.
Get Temp Pay
Get Temp Pay By
Funding Dept
Future
Temp Pay
DAL
Select Temp
Pay
Get Temp Pay
Get Temp Pay
By Funding
Dept
Web services are
very simplistic
BLL Components
contain all business
logic
DAL Components
build and pass
SQL/MDX
Commands
Cubes vs. Relational