Overview

 

The BI/MI Programme is the continuation of the work to foster an ongoing BI capability, with a three year budget outlined under the Digital Transformation portfolio ( for 18/19, 19/20 and 20/21) . 

The budget for 19/20 and 20/21 is largely committed to funding the dedicated BI team to build the HR and Finance datamarts within the UoE Enterprise Data Warehouse.

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The current scope of this programme is to develop new HR and Finance integrated datamarts to meet the expected strategic reporting and data analysis needs of the UoE wider staff community.

The build of the new HR datamart has started , the build of the new Finance datamart is expected to start in April 2020

This programme builds on recent DTI projects which focused on firstly, development of in-house Enterprise Data Warehouse (EDW) technology (which is being used to deliver the strategic datamarts) and secondly, procurement of a wider range of corporately supported data visualisation BI tools (which will be used to get data out of the datamarts and to produce and publish dashboards).

 

Development of strategic datamarts within the EDW has begun with HR, and will proceed to include Payroll, Finance, Procurement and HR recruitment. The delivery of the datamarts will  be scheduled around the go-live dates for each phase of the SEP Core systems programme

Governance

  • Work with existing DTI , ISG  and Service Excellence (SEP) Governance structures and processes
  • Work as part of the SEP "Virtual Programme for Coordination of Reporting &

    BI/MI Delivery" that is lead by Lynda Hutchison

  • Direct governance and decision making on Scope, Quality, Budget and Timescales  is via the DTI BI/MI Programme Board / Steering Group to monitor and guide the programme.
    • DTI BI/MI Programme board membership:
      • Jennifer Milne (Programme Owner and chair of DTI BI/MI Programme board) 
      • Lynda Hutchison ( UoE BI/MI Lead) 
      • Stephen Roy (DTI Portfolio Manager) 
      • Daniel Emerson (ISG BI Lead)
      • Alex Carter (ISG EDW Service owner) 
      • Jamie Thin ( DTI BI/MI Programme Manager)
  • Responsibilities of the DTI BI/MI Programme board:
    • Initiate new projects as required
    • Identify key stakeholders from each business area for each of the HR, Finance, Payroll, Procurement and HR recruitment datamarts
    • Use the Gasp MI Analyst engagement model  for effective stakeholder management  and gathering of business requirements
    • Deliver a Communications Plan
    • Bid for new funding / Request new resources - as required 

K:\ISAPPS\dsg\Projects\DTI - BI MI Programme

Approach

  • Agree Vision & Goals
  • Understand why people need to use HR and Finance data and identify what data, how this is defined, seeking agreement on data definitions and how to join HR & Finance data together and dimensional modelling
  • Develop the required HR, Finance, Payroll, Procurement and HR recruitment datamarts
  • Define what data is to be brought in and how it is to be defined
  • Develop a high-level plan and roadmap with timescales for implementation of strategic reporting and analytics for HR and Finance

Scope

  • Dedicated team tasked to design, build and test the HR, Finance, Payroll, Procurement and HR recruitment datamarts
  • Managed end-to-end integration testing with UoE centrally supported BI Tools - SAP BI Suite, Qliksense and MS Power BI
  • Manage User engagement through a User group , and manage structured User Acceptance testing by the user community for each new datamart

Out of Scope

 Any other datamart development for other business areas including Student, Applicant and Research.

 Responsive BI Service Development.

SEP Core systems Historic Data Storage service.

Funding

Funding & Budget : The funding bids for this work were originally split into a ‘BI Responsive Service’ and ‘Key Strategic Information’ bid.  Broadly helps to delineate the new ongoing Service Management costs to run the tools and applications that will be created (effectively a permanent ongoing cost to maintain the new offerings); from the desire to fund some ongoing work to bring in key areas of information, allowing us create meaningful BI outputs without seeking sponsor funding. Therefore the funding streams have been combined and are treated jointly for the practical management of the programme.

At a later stage an indication will need to be given of the likely ongoing permanent commitment needed to continue running the service and responding to small changes. 

Ongoing Funding Requirements - Seek reassurances from ISC and through university planning processes that the ongoing costs will be met.

Resourcing

IS Apps is resourcing the Programme with a dedicated team using fixed term appointments and/or backfilling seconded roles. 

 

 

Code RAG Manager Status Stage
DTI049 HR Strategic Reporting AMBER James Thin In Progress Plan
DTI050 Finance Strategic Reporting RED James Thin In Progress Plan