DARTS : Power BI Governance Team

Mission Statement

The Power BI Governance Team serves as the champion for the UMS Power BI installation by establishing policies governing the varying aspects of the UMS implementation, fostering a data-informed culture. This team supports the sustainable expansion of the UMS Power BI implementation through advocacy and development of documentation and training resources. The ultimate goal of the Power BI Governance Team is to expand access to data and analytics while encouraging a culture of data literacy and ethical data use throughout the University of Maine System.

Members

Todd Berry (Lead)	UMS:IT / Power BI Service Administrator
Lisa Applegate	UM Institutional Research
Bill Elsemore	UM Bursar
Jacob Foster	HRIS
Stephen Hodson	UMA Institutional Research
Valli Vel	UMS:IT
Miki Yanagi	UMS:IT

Guiding Principles

Ensure the security of institutional data, with emphasis on data segregation and access control, while reinforcing UMS data classification standards.
Work in close coordination with UMS Data Governance to ensure consistency in data management and stewardship practices.
Maintain a manageable expansion rate for Power BI access and resources.
Make policy, access, and management recommendations to leadership and parties of interest based on equitable access to resources throughout the UMS.

Detailed Activities of the PBI Governance Group

Activities	Brief Description
Access	Determine access criteria to Power BI licenses and resources.
Access	Manage tenant settings and associated groups.
Communication	Communicate with UMS Data Governance and other UMS groups as necessary to make sure PBI aligns with existing initiatives and to make sure DG and the wider community receives important updates and communications regarding the Power BI project.
Dataset Management	Prioritize datasets to be certified in Power BI to assist the widest audience in building reports.
	Coordinate representation of functional and technical staff for the creation, testing, and certification of datasets managed centrally.
	Recommend security settings for roles and datasets.
Group Management	Assign membership to subgroups as needed. Some potential subgroups include standing groups for documentation and standardized data sets.
PBI User Support	Create and maintain a template for documentation of the Power BI service, datasets, and workflows.
	Create and maintain a template for a support structure.
	Create and maintain a template for education and training.
Resource Management	Monitor usage of the system through defined key performance indicators (KPIs), user metrics, and resource allocation reports to aid resource management decisions.
Resource Management	Analyze the resources necessary for management, support, training, and documentation of the Power BI system, and advocate for additional resources as appropriate.

Deliverables

Deliverables	Brief Description	Who is Responsible?
Analysis of Power BI Governance Activities	Development and distribution of reports based on defined KPIs and resource usage to support resource advocacy discussions.	Entire team
Documentation	Create and maintain documents specific to decisions and communications with stakeholders.	Documentation subcommittee
Educational Materials	Development, collection, and maintenance of training and educational resources for report writers, viewers, and administrators.	Training subcommittee
KPI Report	Develop and document Key Performance Indicators. Ensure relevant KPI data is available and communicated to the appropriate audience.	Entire team
Standardized Datasets	Development and prioritization of shared and certified datasets. The prioritization will be based, at least in part, on prospective development of UMS Data Governance certified reports. Development and ongoing review of criteria for certified datasets.	Dataset prioritization subcommittee
Usage Data Delivery	IT brings usage reports to PBI Governance Team meetings.	IT
Workflow Support	Development and maintenance of workflow processes in service of resource usage and access control.	Entire team

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Questions?

Contact the UMS PBI Governance Team at ums-power-bi-governance-group@maine.edu