Training

Training is a priority for the Managerial Reporting Team. As new reports and dashboards become available, modular training will be created to support them. A library of topical resources will provide ongoing, just-in-time support to users. Current plans for initial rollout and access training will include:

Experience UBI
Intro to UBI
UBI Workshops
Advanced UBI

Experience UBI

More than 100 stakeholders have received UBI fundamentals through classroom training in recent months. Now, the MRP team wants to bring the same training directly to you. 

Course Description
A one hour introductory session to the reporting tool with the primary objectives of driving awareness and engagement with the user community. This session includes a presentation, demonstration, and hands on activities to introduce users to the high level goals and basic functionality of the new toolset. It is intended to serve as good first exposure to the tool and those who attend will be better positioned to maximize the benefits of the subsequent training classes. 

Course Objectives
1. The student will be able to describe why the University is implementing UBI.
2. The student will be able to describe how the UBI implementation will impact him/her and on what timeline.
3. The student will be able to list expected benefits of the UBI implementation.
4. The student will experience hands on use of the new toolset.
5. The student’s anxiety about the upcoming changes will be minimized.

Format
In-person, hands-on demonstration. At your location.

Audience
Anyone inerested in learning more about UBI.

Prerequisites
None

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Intro to UBI

An instructor led, face-to-face course with planned exercises where users can begin to setup their dashboards. Required for access to UBI.

Course Description
An introduction to UBI including: access, navigation, introduction to the data dictionary, and review of the Dashboards available and of interest to the audience (BBA, Actuals, Commitments, Budget). The course will bridge the gap between the Discoverer reports and the UBI dashboards that present similar information. Additionally, it  will introduce some basic data governance and data analytics concepts. The course includes a series of hands-on training exercises. This course will be required prior to Production access to the system.

Course Objectives
1. Describe why the University is implementing UBI.
2. Describe data stewardship, how it impacts them, and how they contribute.
3. List expected benefits of the UBI implementation for the University and for themselves.
4. Know the steps necessary to get access to UBI.
5. Navigate within UBI.
6. Use the basic tool functionality.
7. Access all of the data in UBI that they currently access in Discoverer (for the available data points).
8. Demonstrate to others how to access data from bookmark instead of distributing “static reports.”
9. Describe some of the functionality available in UBI that extends beyond Discoverer replacement.
10. Find available support resources.

Format
During implementation this course will be offered as instructor-led, face-to-face and will be 3 hours in duration.

Audience
Anyone seeking access to UBI. Initial rollout for summer 2016 is for users of GA data. Future data set phased release plan

Prerequisites
None

Register
Intro to UBI is being rolled out by school/unit, and initial attendees have been identified by their leadership. If you use GA data and have not received instructions for registration by July 1, 2016, email ubi@virginia.edu.  

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UBI Workshops

Hands on, face-to-face, structured support for users after that have completed Intro to UBI, and spent some using the reporting environment.

Course Description
The intent of the UBI Workshops is to offer hands on support to users. The trainer can come with specific topics to be covered or open sessions may also be offered for attendance by anyone with business specific questions who needs support.

Course Objectives
1. The student will be able to get tool, dashboard, report, business case questions answered
2. The students will be increasingly comfortable using the tool.
3. The students will know where to find additional support resources.

Format
Scheduled by a Department for attendance by their staff only, in a location convenient to the staff, to focus on Department specific questions, data, reports and dashboards.

Audience
Current UBI users

Prerequisites
Complete Intro to UBI
Have spent some time in UBI, using it to complete work

Register
Information available soon.

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Advanced UBI

A deeper into the functionality of UBI, and encourage attendees to collaborate around the University.

Course Description 
This course will expand upon the Intro to UBI course and dive deeper into the functionality available in QlikView.  It will present more complicated scenarios and use cases and focus on using QlikView formore in-depth data analysis beyond the replacement of existing reporting mechanisms.  It is expected that attendees will be those who want to become more advanced users of the toolset and who want to expand their data analysis abilities.

Course Objectives
TBD

Format
TBD

Audience
Any UBI user

Prerequisites
Complete Intro to UBI

Register
Information available soon.

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Feb-Apr 2016 UAT

Nearly 50 representatives from 29 areas of the University participated in our Qlik User Acceptance Testing sessions, where they learned to use the new reporting tool. We will be taking their feedback into account when preparing for our larger scale rollout.

   


MRP @ the Organizational Excellence Project Alliance SHOWCASE

May 10, 2016 @ Carruthers Hall (Info available soon)
May 26, 2016 @ UVA Forward Conference (Info available soon)

Past:
Feb 2016 @ McIntire School of Commerce
Dec 2015 @ JPJ


VIDEO TUTORIALS 

Expenditure Type Definitions in iProcurement Data Governance
(part 1)
Data Governance
(part 2)***NEW***

 


EXCEL TIPS & TRICKS 

Every two weeks a new 'Excel Tips & Tricks' is published in the AVP-Finance Blog. Past issues can be found in the blog archive. If you have a topic you would like to see covered in a future issue, click below to send me your request.

Thanks,
Mark Anderson

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