# Presentation: 670974

## Report User Training – Use Case Examples

- Sample Use Cases of How DEAR Reporting assists
- MBT Architect  - 15 minutes
- Capital Planner – 10 minutes
- Security – 10 minutes
- Procurement – 20 minutes
- Director - Inventory Request – 10 minutes
- Business Owner – 10 minutes

## Sample Use Case #1 – 15 minutes

- An **architect** needing to conduct Methodology for Business Transformation (MBT) Analysis to discover opportunities for improvement and recommendations for the blueprint would use their enterprise-view reports to easily navigate in a web browser to see what outcome, function, service, technology, data, etc. is used by what system, investment, across the enterprise via what organizations, blueprints, etc.
- Choose a FEA Line-of-Business
- Discover Systems using Functions in the Line of Business
- Discover Entity impacted by those functions
- Capture in Powerpoint a draft high-level information value chain of those functions

## Sample Use Case #2 – 10 minutes

- A **capital planner** wanting to update of the Business Case EA Section could print out that investment panel which is setup like just like the Exhibist 300 EA section, in their language.
- Select an Investment Panel
- Suggested Investment where System has an Existing 300
- NOTE: Start at INVENTORY-REASON panel (* has Ex. 300)
- Open in Word and note the EA sections
- Open the Nightly Investment Portfolio report – Invesment to *RM (DEAR Input to the 300) which contains that investment –
- Capture updates in Word
- NOTE: Future, this will be automatic view in Panel reports

## Sample Use Case #3 – 10 minutes

**Security** is looking to save time on creating/maintaining the Asset Valuation Guide (AVG). An AVG Appendix Panel was created to pull down in word and attach to their document along with a Data Quality Status Panel with status on the accuracy and completeness of the information.
- Security has requested updates to their current Asset Valuation Guide for a system
- Open the SYSTEM_ Panel for a system
- Open the AVG Appendix View
- Open in word
- Review where sections are not populated and set plane to collect more data
- NOTE: Actual process for this still in works

## Sample Use Case #4 – 20 minutes

**Procurement** teams are looking for enterprise license agreement opportunities and can use the TRM panels in DEAR that show which technologies under what standards are being used by how many systems and organizations.
- Procurement is looking to consolidate specifications within a single standard to the “preferred” technology(ies)
- Select a TECHNOLOGY-SERVICE-STANDARD
- Note the Preferred products – Open in Word or excel
- Open the DEAR Nightly Report “TRM to system” or open each TECHNOLOGY-SERVICE-SPECIFICATION panel
- If nightly, open in excel and filter only for that STANDARD
- Create Pivot Table of specifications to systems showing counts

## Sample Use Case #5 – 10 minutes

**Directors** needing to report inventories to their OCIO or Federal Agencies such as FISMA, OMB, Trust, etc. via many different views including by organization, business-focus-area/blueprint, inventory reason, status, and more views as they are requested.
- Director requests Portfolio view of inventory for your organization
- Specifically, systems that are operational (not in design)
- Open the Current System Inventory
- Open in excel
- Filter on where Operational Status is “Operational”
- Select data, copy to new workbook, and save file

## Sample Use Case #6 – 10 minutes

**Business Owner** needs to understand and model how the line of sight is captured. Tracking Performance objectives to what functions are being performed to what information is impacted.
- From Use Case #1, discover which PRM Outcomes are supported using Panel Reports – captured notes in Powerpoint
- Capture MAPPABLE key entities impacted by line-of-business and create conceptual data model in Powerpoint of KEY entities only
- Make slide showing
- Outcomes to (top)
- Value Chain to (middle)
- Key Entities (bottom)

## Where to find DEAR Training info

- DOI.gov
- _[http://www.doi.gov/ocio/architecture/deartools.htm](http://www.doi.gov/ocio/architecture/deartools.htm)_
- Training Section
- Training Materials
- Power User
- Report User
- MBT User
- CPIC User
- NOTE: MBT Guidance, Templates, and Examples can be found at:
- _[http://](http://www.doi.gov/ocio/architecture/mbt)__[www.doi.gov/ocio/architecture/mbt](http://www.doi.gov/ocio/architecture/mbt)_

## Document Abstract

| Doc Status | Rev. Date | Author/Editor | Description of edit | Filename/lineage |
| --- | --- | --- | --- | --- |
| Initial | 02.13.2004 | M. Tricomi | Presented to Jim B | doi_cpic_training_02132004.ppt |
| Draft | 02.16.2004
 | J. Barrett | Added sections to 3 and 5 | doi_cpic_training_02182004_jb.ppt |
| Final | 02.17.2004 | M. Tricomi | QA/final | doi_cpic_training_02182004_final.ppt |
| Revision 1 | 04.05.2004 | K. Tallentire | Minor formatting changes | 5doi_cpic_training_04052004_r1.ppt |

| Key Words:
Application Technology Architecture | CPIC Training | FEAF Area:
Subject Function Code: | 
1230 | Contract #:  NBD020221
Task Number: 4 |
| --- | --- | --- | --- | --- |
| Used for Training CPIC members – Bureau and DOI |  |  |  |  |

**Revision History**