BI Tools Upgrade Project Scope

Role Title/Group(s) Responsibility

Project Director George Yelland Manage project Develop and maintain project plans Track progress of tasks Identify and insure issues are resolved

Keep key stakeholders appraised of project status and significant issues

Work closely with consultants in all aspects of development, testing, validation and delivery

Ensure all testing and validation activities are performed and successful

Project Lead – Finance Team

Debbie Brothwell Manage finance components of project Develop and maintain project plans Track progress of tasks Identify and insure issues are resolved

Project Lead – Data Warehouse Team

Theresa May Manage data warehouse components of project Develop and maintain project plans Track progress of tasks Identify and insure issues are resolved

Project Administrator Amy Stets Set up project tracking Set up issues list in JIRA Administer project tracking tools and issues list

Planning and Design Consultants

BI Consulting Group Project planning for OBIEE implementation Assistance with architectural design decisions

o hardware/OS choices and sizing

o environment/instance choices

o security design and implementation

Installation, configuration and tuning of BI Server. Best practices for administration and support of all

facets of OBIEE and BI Publisher.

System Support Scott Smith – Design

David Knapp – Install/Config

Participate in architecture design sessions Install server hardware (if necessary) Install and configure VMware/OS

Identity Management Design, Account Provisioning, and Security

Dan Malone Participate in architecture design sessions Provisioning Engine integration Security Model

BI Server Administrator David K. Grant Participate in architecture design sessions Install and configure BI Server software Install and configure Web server Maintain and support BI server software including

upgrading with patches and releases Administer BI Server Provisioning Integration

Data Base Administration

DBA Group Supported as needed for DW and BI Server table set up and SQL tuning

ETL Support Data Warehouse Group Develop or modify ETL scripts as necessary to pull in new Fin GL data to the warehouse and to create dimensional modeled data structures

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BI Tools Upgrade Project Scope

Role Title/Group(s) Responsibility

ETL Consultant Not Needed Assist with any ETL development necessary to support the dimensional model implementation

Data Architect Danny Grieb Develop strategy to deploy data warehouse content to support dashboard development and reporting (i.e, reporting tables, dimensional models, spreadsheet containing mapping between budget managers, budget specialists and depts., etc.)

Data Modeler Danny Grieb (lead)

Lori Silvestri

Develop and implement dimensional models for Enrollment Management data and Finance General Ledger data

BI Architect Melinda Rojo Develop strategy to implement enterprise-wide dashboards

Develop enterprise dashboard development standards

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BI Tools Upgrade Project Scope

Metadata Repository Administrator

Kathy Kimball

Peggy Rodriguez

Define data warehouse tables to the repository via the OBIEE Physical Layer

Define OBIEE Business Layer, adding drills and measure aggregates where appropriate

Define OBIEE Presentation Layer, organizing data for ease of use by End User

Maintain and support the OBIEE Metadata Repository

Query Developers Melinda Rojo (lead)

Kathy Kimball

Peggy Rodriguez

Convert existing Brio Repository queries to Oracle Answers Requests

Update and maintain Polydata Website

Interactive Dashboard Developers

Melinda Rojo (lead)

Kathy Kimball

Peggy Rodriguez

Develop Pilot Oracle Interactive Dashboards for Finance

Training Consultants Not Used Develop Functional Staff and End User training materials for Oracle Answers and Oracle Delivers.

Develop Web based training for basic Answers and Delivers tasks

Assist with development of End User support materials

End User Support Ali Beug

Amy Stets

Develop support materials such as FAQ and Answers/Delivers “How To” documentation

Deliver End User Training on Oracle Answers and Oracle Delivers

Provide one on one informal training/assistance with end users as needed

Assist Functional Staff and End Users in using the Oracle Answers and Oracle Delivers toolsets

Provide Level II Support

Service Desk Service Desk Staff Provide Level I Support (top 10 questions asked) using documentation provided by End User Support

Last Revised: 11/24/08 Page 3 of 3