Development  of  a  Central  Informa0on  Solu0on:  Desktop  to  Enterprise  

“READY-­‐SET-­‐ACTION”    

PNAIRP  -­‐  Victoria,  CA  November  7th  ,  2013  

Jim  DePaepe,  Execu0ve  Director  of  Organiza0onal  Effec0veness  Dan  MaRhews,  OE  Director  for  Analy0cs  and  Research  

Live                  Learn                  Do  

This  Presenta0on  Will  Address:  

How  BI  Design  and  Development  Required  Reorganiza0on  of  IR    

Live                  Learn                  Do  

Reaching  For  New  Heights  in  the  Transi0on  From  IR  to  OE  

Why  Move  To  A  BI  Campus  Solu0on  

How  Repor0ng  Time  was  Transformed  Into  Analy0cs  and  Research  Time  Transforming  Mini-­‐Mart  Desktop  Version  to  BI  Data  Warehouse  

Held  Hostage  by  Repor0ng?  

WHY  Move  To  BI  ?    WA  State  and  Federal  Reports

PCHEES,  NSSE,  FESSE,  COACHES,  NSC,  WSAC,  IPEDS,  Performance  Funding, ad infinitum

Legisla0ve Requests  

Educa0on’s  Annual  Reports  to  WA  Standards  Board  

Demographics/  Degree  Type  PEDS  

Title II Content  Assessment  Data  

Demographics  

Endorsements  

Completer  Table  

Field  Experience  Table  

PEAB  STND  1  Report  

Enrolled  By  Demographics  Clinical  Experiences  Working  In  WA  P.S.  

Internal  AD  HOC  Requests  “another  ad  infinitum”  

AGAIN  ,  WHY  ?    Internal  Reports  

Strategic  Planning  (Budget  Analyses)  

Student  Learning  Outcomes  &  CTL  Annual  Report  Workload  Plans  

Ac0vity  Reports  /  CVs  

Post  Tenure  Submissions  

PTR  Submissions  Sabba0cal  Requests  

WHY  O  WHY  ?  

ACCREDITATIONS  

CEPS   CAH  CWU  COTS   CB  PESB  (ED)  ABET  (Eng)  ACCE  (Const)  AND  (Diet)  ADP  (Nutr)  CoAEMPS  (Para  Med)  FEF  (Foundry)  

ASP   NWCCU  CACREP  ACS  (Chem)  

NASM   AACSB  

CWU    Organiza0onal  Effec0veness  A  New  Beginning  

How  Design  and  Development  of  BI  Required  Reorganiza0on  of  IR  

INSTITUTIONAL  RESEARCH  

OE’s  Two  New  Arms    

I.      CENTRAL  INFORMATION  SOLUTIONS  

IANALYTICS  AND  RESEARCH  I  ANALYTICS  AND  RESEARCH  

I.      CENTRAL  INFORMATION  SOLUTIONS        CENTRAL  INFORMATION  SOLUTIONS  

OE  Mission  To  provide  official  current  and  historical  data  for  the  university  community.  Through  governing,  defining,  and  managing  data,  Organiza0onal  Effec0veness  applies  predic0ve  and  compara0ve  analy0cs  in  repor0ng  key  performance  indicators  to  internal  and  external  cons0tuents  in  support  of  the  university’s  core  ac0vi0es  of  teaching,  research,  and  service.  

OE  Vision  

Organiza0onal  Effec0veness  will  become  the  “go  to”  place  for  fast,  accurate,  and  reliable  university  informa0on.    Students  success  will  be  the  central  focus  for  everything  we  measure.    

One  Truth  -­‐  On  Time  -­‐  Uncompromised    

Context  

Clarity  

Coopera0on  

Control  

Communica0on  

Community  

Achieving  The  Vision  

Organiza0onal  Effec0veness  6C  Philosophy  of  Matrix  Management  

 Crea9ng    new  alignments  and  work  rela9onships.  

Enhancing  Effec9veness  of  the  Organiza9on  

Building  Visibility  And  Service  to  Campus  

Have  to  Empower  People  in  a  Matrix.  Let  go  of  control  Build  Trust  

Technology  aided  communica9on  use  more  IM  &    Texts  have  less  mee9ngs  &  calling  

 Building  Bridges  with  SMS  Across  Campus  

FUNCTIONS  OE  Central  Informa9on  Solu9ons  Team  

These  teams  provide  opera0onal  support  in  assigned  area  of  responsibility.    They  work  independently  from  OE  and  are  not  assigned  to  OE,  but  collaborate  regularly  with  the  CIS  and  AR  teams.  

•  Systems  Analysis  &  Prototyping  of  Reports  

•  Enhancements  &  Customiza0ons  for  Repor0ng    

•  Student  Reten0on  Study  OE  Analy9cs  and  Research  Team  

•  Func0onal  Specifica0ons  for  Repor0ng  

•  Data  Modeling  •  Extrac0on,  Staging,  Transla0ons,  &  Loads  •  Query  Friendly  Technical  Support  •  CIS  Standards  Opera0ng  Procedures  •  CIS    Database  Administra0on  

•  Report  Design  and  Development  

•  Training  •  Data  Valida0on  and  Tes0ng  •  CIS  Data  Quality  &  Security  Services  

•  Summer  Session  Study  •  Resource  Centered  Management  Study  

•  Assis0ng  Units  with  Strategic  Plans  &  Reports    

•  On-­‐line  course  Study  •  Teacher  Time  Study  

•  Document  Business  Process  for  Repor0ng  •  Faculty  Ac0vity,  Workload,  and  PTR  •  All  AD  HOC  Repor0ng  Needs  •  Predic0ve  and  Compara0ve  Analy0cs  

•  Student  Success  

Subject  Specialists  

•  Business  and  Financial  Affairs  •  Financial  Aid  •  Informa0on  Solu0ons  

•  Admissions  &  Enrollment  Management  •  Registrar  •  Colleges’  Associate  Deans    •  Department  Chairs  •  Strategic  Planning  •  Associate  Provost  Office  

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Developing  New  Repor9ng  Tools  

Building  a  New  Founda9on  

•  Student  Reten9on  Model  

•  Teacher  Time  Study  

•  Summer  Sessions  Study  

•  Resource  Centered  Management  Model  

Reaching  New  Heights  in  the  Transi0on  From  IR  to  OE  

Modified  from  R.  Barclay  &  K.  Kodithala  (2013)  

Research    

&  

 Analy9cs  

•  New  Portal    “  My  CWU”  

•  SharePoint  

•  SSRS  

•  ETL  

•  OLAP  

•  Data  Security  

•  Data  Governance  

•  Data  Defini9on    

There  Once  Was  a  Simple  Rela0onal  Mini-­‐Mart  

OSPI  Cedars  

CDMS  

PeopleSoi  /  Safari  

OSPI  S72  

LiveText  Educa0on  Solu0ons  

Qualtrics  

Data  Were  Mined  From  Several  Internal  and  External  Sources  

CDMS  Rela0onal  Data-­‐Mart  

The  CDMS  Desktop        (Program  Coordinator)  

Version  

Pearson  

Drupal  

IPEDS  Title II Completer  Field  Exp.    PEAB    

Strategic  Plan    SLO  Report    CTL  Report    

3  in  1  

7  Accredita9ons  11  PESB  annuals  

 Transforming  Mini-­‐Mart  Desktop  Version  to Business  Intelligence  

OSPI  Cedars  

PeopleSoi  /  Campus    

OSPI  S72  

LiveText  Educa0on  Solu0ons  

Qualtrics  

ODBC  -­‐  ETL  

Student  Data-­‐M

art  

ThCIS  Data  Warehouse  

Pearson  

Drupal  

PeopleSoi  /Finance    

PeopleSoi  /HR    

CE  Data-­‐base  

Faculty  Data-­‐M

art  

Finance  Data-­‐M

art  

Faculty  180  

Dashboards  Center  For  Teaching  

and  Learning  CDM

S  Mini-­‐M

art  

OLAP  Repor0ng  

Data  Staging    

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Extrac9on  Process  

PS/Student  

Data  Loading    

Data  Transforma0on  

 

PS/Faculty  

PS/Financial  

Data  capture  ODBC  w/  SSIS  

 Flat  Files    

Data  capture  ODBC  w/  SSIS  

Data  capture  ODBC  w/  SSIS  

Cubes  Stars  Snowflakes  

SSRS  

Portal   Excel  

SQL  QUERY   OLAP  

SharePoint  

Tradi0onal  Data  Tables  

Tradi0onal  Data  Tables  

Tradi0onal  Data  Tables  

LESSONS  LEARNED  

•  A BI solution is critical for connecting disparate databases in the institution.

•  Data Definitions, Data Governance and Security are critical first steps.

•  Deeper analytics - predictive and comparative modeling provides OE Mission Critical Value

What’s Next? Mobile Dashboards