views you can use: data visualization | lsc technology initiative grant conference 2015

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Views You Can Use - Making Data

Visualization Accessible With Tools

Available Now

TIG 2015 - San Antonio

Introductions

Joan Kleinberg - Northwest Justice Project (joank@nwjustice.org)

Kristin Verrill - Atlanta Legal Aid Society (knverrill@atlantalegalaid.org)

Christina Sanabria - Legal Services Corporation (sanabriac@lsc.gov)

Jeff Hogue - Legal Server (jhogue@legalserver.org)

JOAN - NJP

Goals of project

- Incorporate business intelligence into routine

operation

- Identify need for strategic advocacy

Yes business intelligence is relevant

to legal services..

BI helps us understand:

● Who and where our clients are

● What problems clients bring to us

● What levels of service we provide

● Who is doing what work

And whether these are in line with strategic goals.

First Step: Engaging People

Introduce the (alien) idea to staff:

Just because you can doesn’t mean

you should...

TMI

Data Visualizations -

● At-a-glance views of data

● Communicate quickly and clearly

● Show key performance indicators (data that

is important to you)

Why Create Dashboards?

This?

Or this?

Outliers

BI as a Strategic Tool

Office Work Plan Reality

Excerpt from Caseload Guidelines

New

Experienced

Supervisor

Trials and Tribulations

● Engaging staff

● Staff understanding of appropriate

dashboard contents

Triumphs

● Creating tools useful to staff

● Supporting strategic objectives

Atlanta Legal Aid Society’s Data Visualization Project

Kristin Verrill

• Promotion– Demonstrate the value of our work/economic impact

of our work to traditional and nontraditional funders

• Insight– Client feedback

– Management and supervision

• Integrated with CMS– Collecting data for economic impact study = time

consuming

– Support!

TIG Project

Gathering input/interest = Fail– “She has no need for any specific data on a GIS

scale and could not see a use on a day-to-day

basis.”

– “Asked to be left off the email going to all manager

emails regarding the project.”

– “While she does not anticipate using the system too

often, she would be interested in looking at

‘demographic’ data.”

TIG Project

Sometimes….

But, stay tuned!

Goal 1: Promotion

Our Statewide Presence For Statewide Funders

Here They Come!

Don’t show up empty handed

Our Regional Presence ForNon-traditional Regional Funders

Data Viz Hand-Outs

● CMS connection =

data viz on the fly

● Help solidify new

relationships

● Demonstrate ability

to address funder’s

area of interest

Goal 2: Insight

Visualizing Our Work

Apples to Apples & Apples to Oranges

Visualizing Our Volume

Visualizing Our Time

Drill Down and Find Out Why

Visualizing (and Spot-checking) Outcomes

Visualizing Financial Outcomes(Compare Results to Priorities)

From Our Client’s Point of View

Visualizing How Our Work is Funded

Data Visualization for Supervision(Timekeeping Outliers)

Don’t look too closely at this one!

Goal 3: CMS Integration Gravy

Making CMS Information Accessible

Accessible Informationfor Intake

Accessible Information for Volunteers

Some Data Viz Efforts by LSC

Christina Sanabria

● LSC By the Numbers

● The “Data Portal”

● GIS mapping

LSC’s Data Visualization Initiatives

LSC By the Numbers

● Formerly “The Fact Book”

● Since 1979

1979

2007

2013

LSC By the Numbers

● “Makeover” started in 2012

● Take info that’s already available, make it

more accessible and readable

LSC By the Numbers

● Positive feedback - “It’s great you’re doing

this now!”

● Led to corrections in data

● Recognition of multiple audiences

● Being asked about by Congressional

committee staff

LSC’s Data Visualization Initiatives

The “Data Portal”

● Vision: an integrated data/ doc mgmt system

● One system for all grants-related data

● Will make data easier to find, streamline

data collection, improve reporting capacities

● Built on Salesforce

The “Data Portal”

Currently: 3 major systems + many minor ones

Future: Integration!

Among LSC’s systems, plus should be ready to

integrate with external systems

What we have now: Grantee Profile

What we have now: Grantee Profile

● Not exportable to Excel/ CSV

● Many clicks

● Not visual/ no graphs

● Not dynamic/ interactive

● Not attractive

One model we have... Trend

Analysis

Trend Analysis

Trend Analysis

● Built on javascript

● Slow to load :(○ currently available on our LSC intraweb for staff

○ used in meetings, screenshots used in reports

○ we hope to eventually make it public to grantees/ the

public

● Being used as a model/ guidepost

Trend Analysis

We hope to make it

● Interactive

● Lets you see big picture and

deep dive

● Export to Excel/ CSV

● Visual

The “Data Portal”

When?

● Functional beta for internal use - summer ’15

● Replace LSC Grants grants management

system in 2016

LSC’s Data Visualization Initiatives

GIS Mapping

● Since 2011

● Using QGIS (free open-source software)

● Maps created in advance of each Program

Quality Visit (PQV)○ Demographic data from ACS/Census

○ Case data provided by grantees

GIS Mapping

Data Viz Trends, Issues,

and Opportunities -Jeff Hogue

Trends I see…

● people want to see under/overserved areas

● time on CASES vs. other time spent

● after the learning curve, enthusiasm and data revelations

● danger in easily accessible bad data

● possibilities for integration

Data Privacy

Personally Identifiable

Information (PII)

Personally Identifiable Information

leaks may lead to required

disclosure and other

consequences.

PII may include:"any information about an individual

maintained by an agency, including (1) any

information that can be used to distinguish

or trace an individual‘s identity, such as

name, social security number, date and

place of birth, mother‘s maiden name, or

biometric records; and (2) any other

information that is linked or linkable to an

individual, such as medical, educational,

financial, and employment information.

Don’t even include PII in the source

report that contains your data unless

needed for the report.

Data Privacy - Location

Latitude and

Longitude

If your software uses lat/long,

exclude those from any tabular data,

data you use in non-secure

locations.

What is the smallest geographic area you can share without

leaking info about your clients? That depends...

Aggregation Opportunities

● Aggregation can tell a story

about service delivery for a

whole state/region

● Aggregated data could reveal

real-time trends in client

needs

● Possible drivers:

IOLTAs,

Forward thinking funders

Protecting program and client

interests in data

● Security and privacy

● Info you’d rather not share

with funders/others

Mapping Challenges

Garbage In,

Garbage OutCensus Tracts

and Shape

Problems

Non-standard

Data Choices

CMS and outside the CMS

Advantage of Inside CMS data viz:

● security

● convenience

● real-time

Outside CMS advantages:

● purpose-built for prettiness

● interactivity with public data sources

Data Viz Tools Outside the CMS

Examples:

Fusion Tables

Tableau

Considerations:

Cost, Time, Privacy

Questions?

Contact Info

Joan Kleinberg - Northwest Justice Project (joank@nwjustice.org)

Kristin Verrill - Atlanta Legal Aid Society (knverrill@atlantalegalaid.org)

Christina Sanabria - Legal Services Corporation (sanabriac@lsc.gov)

Jeff Hogue - Legal Server (jhogue@legalserver.org)

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