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Prepared by:
ESAC
Reporting & Business Intelligence Work Team

Page
1

Date: February 14, 2011


Executive Summary


Reporting and
Business Intelligence (
BI
)

Strategy

Report


Fe
bruary 16
, 2011

The

Reporting and Business Intelligence

(BI)
Strategy Report

is broken down into three
separate sections:
reporting

utilities
, data sources, and business
intelligence.

W
ork
team r
ecommendations are made with the acknowledgement

that
several
fiscal,
practical and
political realities

will need to be taken into account before

determining how
and when
to move forward.

Reporting Utilities

The University of Memphis
is heavily invested in the
Oracle Hyperion
reporting utility.
The Campus Report Advis
ory Group (CRAG), formed in

2007, has created a Master
Report Inventory (MRI)
of
over 55
0 reports, the vast majority
based on Hyperion.
Many
admi
nistrative staff members
have developed a strong working knowledge of Hyperion,
and are now able to produce complex reports in relatively short time periods.
R
eports

in the Master Report Inventory
can be
quickly
adapted and repurposed to address new

reporting needs. As a result, it would be ill
-
advised to
fully
drop Hyperion at this time.

At the same time, most of the other TBR institutions have been using eVisions Argos for
reporting since Banner system implementations began in 2005. Therefore,

the
University of Memphis is unable to directly use reports developed by the other
i
nstitutions. A
s long as generic SQL queries are supplied by the TBR central offices,
our technical staff should be able to continue to produce the required reports in a
timely
manner.
However,
s
ome University staff members, especially in the IT EAS and OIR
office areas,
would benefit from
develop
ing

a working knowledge of eVisions Argos in
order to fully evaluate the packages being created and release
d
by TBR offices.

The
work team

recommends
that we
keep Oracle Hyperion to support existing reports and
power users, but add
a limited use eVisions Argos

license to provide
an alternative
reporting utility

and take advantage of TBR initiatives.

Data Sources

T
he home gro
wn University of Memphis Data Warehouse (UOMDW) has
been in
development since 20
01, and is maintained
using
superior

ut
ilities such as the IBM
Datastage ETL (Extract
-
Transform
-
Load) utility.

Our data warehouse is supplemented
by several
Banner
system
reporti
ng instances such as
RPTS
(
snapshot of Banner
database refreshed every night for acce
ss by campus functional offices), PCENSUS
(
snapshot of Banner database created each term containing 14
th

day census data for
Prepared by:
ESAC
Reporting & Business Intelligence Work Team

Page
2

Date: February 14, 2011


a
ccess by Institutional Research) and F
INEOY (
snapshot of Banner database created
each fiscal year containing finance end
-
of
-
year data for accounting and finance offices
)
.

SGHE sells a product called the ODS/EDW (Operation Data Store/Enterprise Data
Warehouse)
, intended

to serve as the primar
y
Banner reporting source,

that only t
he
U
ofM and MTSU chose not to license.

A
ctual usage of the ODS/EDW by the TBR
instit
utions
has been
limited,
but
a
new Key Performance Indic
ator (KPI) reporting
initiative has a heavy dependency on ODS/EDW.


So far, it
has been possible to
reverse engineer

TBR
supplied packages
.

The work group recommends that the
U
O
MDW
be extended
to include tables and columns needed to run the TBR KPI
reports,
but recognize that
it may be necessary for the UofM to license

ODS/EDW
in the
future
in spite of its c
onsiderable expense. If the ODS/EDW is purchase
d and
implemented by the Univer
sity of Memphis
,

it would

be extended to
include
the existing
U
O
MDW tables and data.


Business Intelligence

(BI)

The University of
Memphis does not have any significant BI capabilities at this time.
Efforts have been made to create some homegrown executive dashboards, but with
only very limited success.

Implementation of the SGHE Advancement Performance
Management utility could star
t the University down the road to a campus
-
wide
understanding and appr
eciation of

the power of information obtained from business
intelligence uti
lities
. The initial focus on Advancement would corr
espond with the
upcoming
Centennial Campaign initiative
.

The work team re
commends that the UofM
consider
the purchase of the SGHE
Advancement

Performance Management suite

since the Centennial Campaign initiative
would immediately and directly benefit from the information provided.
At the same time,
technical staff in central IT and other areas across campus could take advantage of the
training opportunities to gain a practical working knowledge of IBM Cognos and
a
subset of
the SGHE Enterprise Data Warehouse (EDW). Cognos training
includes the
Query Studio, Framework Manager, Transformer, and Report Studio utilities. EDW
training includes the Oracle Warehouse Builder ETL utility.

Expanded Cognos
licensing could be purchased

in the future if funds are available.

At the same time,
free,
open source
and low cost SaaS
BI alternatives
should be
evaluated
to
determine the amount of effort needed to
create
homegrown
dashboards
and analytics for the non
-
Advancement areas. The University should embrace
the
adoption

of self
-
service BI
tools that are geared toward use by non
-
technical users.