UBC IT

Integrated Reporting Governance Committee

Sept 8th, 2011

Follow-up from last meeting (10 min, Ian Burgess, Walter Sudmant, David Truong)

Program Updates (20 min, David Truong)

Budget Confirmation (30 min, David Truong)

Master Data Management (20 min, David Truong)

Next Steps (10 min, David Truong)

Agenda

Follow-up from last meeting:

Oliver Gruter-Andrew to send out IT Governance material to committee

Anna Kindler to follow-up on adding a Dean or academic representative to the committee

Include Robert Boudreau to represent HR in the next meeting

Remove Wes Pue from committee

David Truong to follow-up with Jackie Podger on additional UBCO attendees

David Truong to update architecture diagram and roadmap to consider Academic systems

Program Updates:

The program team has been focused on the following activities:

Completed mobilization activities including Oracle BI training and establishing program organization

Completed initial assessment of the current-state reporting environment within Finance, Student, RISe, Learning Apps, and PAIR as input into the IR solution blueprint

Assessing the data analysis, reports and dashboard functionality provided by the Oracle Finance & Student Data Warehouse solutions

Confirmed the scope of work against the approved budget

International Student Initiative pilot underway

Initiated the build of the Oracle BI environment

Program Updates:

Program Updates:

Budget Confirmation:

Master Data Management

The Identity and Access Management (IAM) program has raised several data challenges that impact the Integrated Reporting program:

Unclear System of Record and defined owners/stewards of master data (e.g. Student, Employees, Location, Assets, Vendors)

No proper governance organization - Lack of authority or responsibility to make master data decisions

Fragmented and inconsistent Systems of Record exists within UBC (e.g. several systems of record for identifying a person)

Significant resources are spent on finding, understanding, cleansing and reconciling data

Systems lack flexibility to handle growing data needs/requirements

“Master Data Management is a workflow-driven process in which business units and IT collaborate to harmonize, cleanse, publish and protect common information assets that must be shared across the enterprise. MDM ensures the consistency, accuracy, stewardship and accountability for the core information of the enterprise. " Gartner1

1Gartner, Inc; "Mastering Master Data Management" by Andrew White, David Newman, Debra Logan, John Radcliffe; 25 January 2006

Master Data Management

People:•Data Owners•Data Stewards•Data Producers•Data Consumers

Process:•Master Data lifecycle processes (CRUD: create, read, update, delete)•Data decision processes•Data profiling, cleansing and monitoring processes•Data policies

Technology:•Master Data Management Tools•Data Quality Applications•Metadata Management Tools•System Integration Technologies

Master Data ManagementMaster Data Management is more than a technology solution…

Next Steps

Discovery phases to install and assess the Finance and Student DW functionality with key SMEs and Stakeholders to assess and prioritize packaged reports and dashboards

Complete International Student Initiative and conduct early assessment of the usability of the Oracle BI toolset

Initiate Working Committee meetings

Continue to work with PAIR resources to identify opportunity to conduct OBIEE pilot

Further Assess Master Data Management solutions with IAM program

The key activities for the program over the next few months include: