Ad-Hoc Reporting Project Update

August 16, 2018

Data Management Services is working with representation from around the university on the Ad-Hoc Reporting Project (ARP).  The ARP’s mission is to improve the ad-hoc reporting capabilities for Harvard data citizens by providing a tool option(s) and a migration strategy for BRIO / Hyperion IR users. 

The identification of the tools occurs in Phase 1, which runs from February 2018 through March 2019.  Needs Assessment sessions were held in April to determine the functionality important to Harvard’s ad-hoc reporting community.  The project team and Ad-Hoc Reporting Project Focus Group then narrowed down the tools/vendors to a final four: Microsoft Power BI, Oracle, Qlik, and Tableau.  Currently the project team is working with the vendors on several “use cases,” actual ad-hoc queries that cover the most important functionalities identified in the Needs Assessment.  From mid-August through early November, the project team will be holding a “bake-off” for the four final vendors to show how they would address the use cases.  Based on input from the project team, Focus Group, and participants across the university during that “bake-off”, the project team will identify the tool(s) to replace BRIO / Hyperion IR.

Phase 2 will include the implementation of the tool(s) across Harvard and the training on those tool(s).

For more information about the project including the timeline, updates on deliverables, please visit the Ad-Hoc Reporting Project wiki page or contact Kathy Genovese, Peter Bristol, or Alison Wellman Smith.