Strategy, Planning & Management of an Enterprise Data Management and Reporting Program

A non-profit, academic medical center was facing multiple challenges with its antiquated data warehouse and reporting applications and was in need of implementing a new, enterprise-wide ERP application (EPIC).

Business Challenge

  • The current reporting and analytical environment of the client had many limitations and constraints. The redesign of the current DW/ BI environment had to be coordinated with the implementation of EPIC, which had its own reporting requirements and was highly dependent on the successful redesign and rebuild of the DW/ BI applications.

Technology Components

  • Oracle, Business Objects, Clarity, EPIC and Crystal Reports


  • Trianz assisted the client’s project team in the overall planning, strategy and management of the engagement. This included defining the work plans, business and technical requirements with multiple iterative releases; and overseeing the design of the ETL, data and application architectures and management of the engagement.

    • Education on best-of-breed data warehousing tools, techniques and architectures while developing an enterprise strategy and implementation plan

    • Identification and recommendation of a data warehouse scope, data architecture and technical architecture

    • Development of data warehouse information requirements to meet the goals of the enterprise and the pilot

    • Assisted in development of the conceptual, logical and physical databases

    • High-level design and review of the data extract, load and transform procedures and programs

    • Performed the upgrade of Business Objects to XI R2

    • Facilitated the creation of a User Group and Advisory Board, and created an implementation and roll-out plan

Transformational Effects

  • Implemented EPIC reporting and the new DW/ BI environments successfully on time.

  • The key successes included:

    • Appropriate end user self-service

    • Adherence to HIPAA regulations

    • Standards for report templates and data presentation

    • Online/paperless reporting

    • Enterprise reporting strategy and tool

    • Fewer custom-developed reports

    • Report library catalog (user documentation)

    • Reliable, accurate, timely data available to meet end user requirements

    • Meaningful integration of data to meet end user needs across all areas

    • IT support for complex reports and analytics

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