Our Updated Approach: Migrating Logical Groupings
Badger Analytics, UW-Madison’s data warehouse using the platform Snowflake, officially went live in March 2021. Lessons we have learned in the months following that release have prompted a change in our approach to migrating all data into Badger Analytics so that InfoAccess may be retired. We will be migrating the data from InfoAccess into Badger Analytics through sprints based on logical groupings based upon the number of users, the desire/need to enhance the content, and the change impact. This will allow us to minimize the duplication of efforts to maintain data in both InfoAccess and Badger Analytics, as well as get users up and running with Badger Analytics sooner.
As with any project, changes will need to be made along the way and delays may occur. This represents our best estimate of the duration, timing, and order of the sprints.
Badger Analytics Onboarding
We are currently in the process of reviewing all InfoAccess user accounts. Working with a local implementation manager (LIM) from each unit or division, each account will be evaluated to ensure it meets the criteria for conversion to a Badger Analytics account. The LIM will help determine that account is held by a person whose job responsibilities still require data access, the usage complies with the Institutional Data Policy as well as our security model, the user has the needed skills for using Snowflake, and that the use case is most appropriate for Badger Analytics (as opposed to another solution, such as a Tableau workbook).
Users will be onboarded during the earliest sprint in which all the content area(s) they use are migrated. The needed training, certification, and user support will be provided at that time.
At this time, only a small group of users has access to Badger Analytics, as only a few content areas (DARS, Profit & Loss Report, Lumen, and Academic Structure) are currently in Badger Analytics. We anticipate the first large group of users using student data will be onboarded when the enrollment content is migrated in early-to-mid calendar 2022.
Local Implementation Managers
To facilitate the migration of current InfoAccess users into Badger Analytics, ODMAS has partnered with a LIM from each division. The LIMs are responsible for assessing the use cases for their division, evaluating users’ technical skillsets, identifying needed training and support, and serving as a single point of contact between their unit’s Badger Analytics users and ODMAS.
|APIR – General Education Admin||Clare Huhn|
|Business Services||Lea Erickson|
|College of Agriculture and Life Sciences||Ann Bourque|
|College of Engineering||Sara Hagen|
|Division of Continuing Studies||Alan Ng|
|Division of Student Life||Todd Schwanke|
|Division for Teaching and Learning||Jeff Shokler|
|Facilities Planning & Management||David Gerber|
|General Services||Clare Huhn (DDEEA)
Jennifer Klippel (MBO)
Jon Vander Hill (OHR)
|Information Technology||Mark Field|
|Intercollegiate Athletics||Jim Ekenberg|
|International Division||Csanád Siklós|
|Letters and Science||Anne Gunther|
|Law School||Eric Giefer|
|Nelson Institute of Environmental Study||Tara Mohan|
|OVC for Research and Graduate Education||Ryan Pingel (RSP)
Peter Kinsley (Graduate School)
|School of Business||Nate Kelty|
|School of Education||Elizabeth Jach|
|School of Human Ecology||Jonathan Henkel|
|School of Nursing||Nikki Lemmon|
|School of Pharmacy||Mike Pitterle|
|School of Veterinary Medicine||Clifford W. Bass|
|University Housing||Dave Swiderski|
|Wisconsin Union||Jeff White|
InfoAccess Integrations Migration
We are aware that a large number of campus delivered and custom applications over time were built with InfoAccess as their data source. Since Badger Analytics/Snowflake serves only analysis and reporting use cases, downstream InfoAccess integrations will not be permitted in the Snowflake environment; instead, they will need to be migrated to the new campus Interop infrastructure for system-to-system integrations. We are working directly with DoIT teams in WaMS and AIMS to inventory campus systems with InfoAccess data integration dependencies to develop a migration plan, but also want to hear from our local implementation managers about additional divisional applications not covered under the DoIT umbrella. Once identified, we will work with the divisional application developers to schedule the migration work as Interop delivers the common APIs.
How to Prepare
While the training strategy for Badger Analytics is still being developed, there are several resources available through Snowflake as well as platforms such as LinkedIn Learning that may help users prepare.
Snowflake University offers orientations, trainings, and interactive labs which allow users to gain experience with the platform using a free trial account. They also provide a professional track that allows employees to gain badges and certifications for their career advancement.
Badger Analytics users will need to know SQL, so we encourage prospective users to gain that knowledge and experience so they will have the background necessary to be onboarded at the time their content area becomes available.
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I am a current InfoAccess user. How do I get access to Badger Analytics?
Our approach to onboarding users into Badger Analytics is to first determine that current InfoAccess users have the skills and appropriate use cases for using Badger Analytics effectively. All current InfoAccess accounts are being evaluated by a local implementation manager representative from each unit or division. Once we have determined a Badger Analytics account is appropriate, the user will be onboarded during the earliest sprint for which their needed data is being migrated. Users may expect to be contacted about the next steps for onboarding and training in Badger Analytics during that sprint. If it is determined by ODMAS and a location implementation manager that Badger Analytics is not the best solution for a particular user or use case, we will work with that user to find the best fit for their needs.
I run Hyperion Interactive Reporting (IR) queries against the InfoAccess views, but don’t know how to migrate them to Badger Analytics. What action do I need to take and when?
There are specific readiness actions that you can take now to prepare for the migration to Badger Analytics which will be implemented over the next 18 months:
- Inventory the .bqy files you have saved in Hyperion IR. Are they all still active and in use? If so, you should document what is current and of value: file name, business purpose, audience, timing (e.g., run annually, quarterly, daily, ad hoc), what InfoAccess views and data elements are used, and any pain points associated with using it. For example, a need to join data from multiple campus data warehouses (e.g., EPM, InfoAccess, WISER/SFMRT, etc.), external sources, file extracts, etc.).
- Compare the campus dashboards available in RADAR to your inventory. Are there any existing reports that you can use right now? That means a conversion that you don’t have to do! Any existing reports that might work with some enhancements? Make a note to discuss your requirements with your LIM so that we can track the requirements and work with the Tableau developer to incorporate them now or in future sprints.
- If you and your LIM agree that you will be on a path to Badger Analytics access, you can begin to familiarize yourself with the free SAS Enterprise Guide query tool. Follow the installation instructions available on the Knowledge Base, and practice migrating a few queries. Consider reaching out to peer SAS enthusiasts or ODMAS if you get stuck. Once prospective Badger Analytics users are identified by their LIM, you will be added to the monthly Badger Analytics User Group, where you will get to collaborate with peers on different Snowflake and data architecture training and certification opportunities as we progress through the project sprints.
- Once the new content areas are available in Badger Analytics, you will be able to begin transitioning your inventory of .bqy files to the right BI solution (e.g., Snowsight, Tableau, SAS, R/Python, Stata, etc.) and will be able to participate in group “BAckathons” to exchange ideas and best practices with other users and ODMAS experts in the same room.
I am not a current InfoAccess user, but I would like access to Badger Analytics. What should I do?
Please reach out to your LIM (see table above). They will help determine if Badger Analytics, Tableau, or another solution is best for your needs. If they determine Badger Analytics to be the best fit, ODMAS will add you to the appropriate onboarding group.
I have data/reporting needs, and I am unsure about how to best meet them. What should I do?
Please reach out to us at email@example.com, and we will get you started on the right path!