Originally Presented to the President’s Council (August 2010)

Data Warehousing - BusinessData Warehousing Business Intelligence InitiativeTennessee Board of Regents andTennessee State University

Participating Developers:Motlow State Community CollegeDyersburg State Community CollegeColumbia State Community College

Business Intelligence Reporting and Analytics

Columbia State Community CollegeAustin Peay State University

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Agenda

• Overview – 3 Phases of a DW/BI ProjectPh #1 TSU & D l itt• Phase #1 – TSU & Deloitte

• Objective and Approach – Phase #1• KPI Repository MethodologyKPI Repository Methodology• Who Will Performance Metrics Serve?• Phase #2 – TSU & TBR• KPI Examples• Phase #3 (& Completion of Phase #2)• Credits• Questions & Discussion

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Developing a Data Warehouse (A Phased Approach)

Architecting &

Phase 1 Phase 2 Phase 3

BusinessRequirements

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Planning

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BusinessImplementation

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Legend

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ValueRoadmap

ImplementationRoadmap

Applications

Technology

Business/process

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Phase #1 – Partnership in Strategic Planning

BusinessRequirements

InitiateProject

andStrategy

BusinessValue

Roadmap

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Objective and Approach – Phase #1Objective: Enhance TSU’s current operational and management reporting capability

by identifying executive and departmental key performance indicators (KPIs)

High Level As-Is Analysis To-Be Vision Gap Analysis & Roadmap

ActivitiesDefine key initiatives to achieve desired future state capabilities

ActivitiesConduct Visioning Workshop with Executive Leadership

ActivitiesRefine data collection approach and schedule interviews with Executive Leadership (pre-kickoff) p

Finalize KPI and reporting priorities

Identify interdependencies and required implementation sequencing

Determine impact of future state KPI and reporting requirements and desired timing on current organization processes technology and

Establish Executive Dashboard Vision and priorities

Develop initiative write-ups including:

– Key metric definition, calculation, and ownership

D di i d f

Submit data collection request (pre-kickoff)

Organize and kick-off project

Conduct key stakeholder alignment meeting

Meet with and interview TBU President and University Executive Leadership

current organization, processes, technology and data

Present consolidated roadmap, metrics design and related definitions to TSU executives

DeliverablesR fi d F S KPI i h l d

– Data dimensions and frequency

– Currently being used or future use metric

Document overall changes to process, technology and data

Finalize framework for prioritizing KPIs and related initiatives

Identify current KPIs by department/function

Establish current and desired requirements/priorities

Identify pain points and critical path

Refined Future State KPIs with related definitions, measures, ownership and data mappings

Executive dashboard design

Future State strategic roadmap containing:

– Implementation considerations and high level

related initiatives

DeliverablesFuture State Capability Vision

Future State KPIs with related definitions, measures, ownership and data mappings

Review existing reports and documentation

DeliverablesCurrent State assessment (KPIs , gap analysis and process capability)

Interview key findings and observations

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Implementation considerations and high level plan

– Critical reporting requirements definition

Information and data assessment

Initial Reporting Requirements

KPI Repository Methodology

2008-2028 Academic Master Plan2005-2010 Strategic Plan

Facilities Master Plan

Other University DashboardsSACS – 2008 Principles of AccreditationNACUBO – Performance Measurement

PresidentVice PresidentsAssociate VPs

DeansDepartment Chairs

Directors

TSU Leadership Interviews TSU Documents/Plans Research

Facilities Master PlanAcademic Integrity Committee Report

Departmental SLAsDiversity Plan

Low-Producing Programs StatusExternal Report Listing

Departmental Strategic PlansUniversity website

NACUBO Performance Measurement Toolkit

NCAA.comUS News & World Reports

IPEDSTennessee Higher Education – Profile and

Trends

Associate VPsInstitutional

Research

Directors

y

Key Performance Indicator Repository

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Through this process, over 180 key performance metrics were identified

Who Will Performance Metrics Serve?

• Information needs to reach all levels of campus• Data from lower levels must be transformed to upper levels

LEADERSHIP:Need visibility into progress

Performance data Need visibility into progress

towards goals and objectivesdata

MANAGEMENT:Need timely trends, summaries, analytics of operations

Trend, summary data

STAFF:Need detailed reports in many formats and ad-hoc access

Detailed data

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formats and ad hoc access

Phase #2 – Partnership in Architecting

Architecting & gImplementation

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Tennessee Board of Regents

ImplementationImplementationRoadmap

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Business Intelligence Initiative - Web-Delivery

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BI Folder Access - Permissions at Folder Level

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BI Security – Internal Folder Permissions

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BI – Report Level Access

Data that changes frequently can be made interactive so that the most recent information is displayed.

Annual and Quarterly reported metrics can be presented as PDF documents as content changes infrequently.q y

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Sample KPIsSample KPIs

Please Refer to file: “Sample KPIs.PDF”

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Level of Effort is Enormous

Identified Performance Metrics KPI Modeling Project

ScopingStaff and Resource

Identification

Business Analysis

Project & Infrastructure Planning

Data Mapping Security Roles

Analysis

DB Architecture Data Mapping Tools Argos Reporting Security Roles

Requirement

Implementation & Testing

DB D i

Data Structure

and Management

gDB Design

Reporting & Analytics

Architecture

Reporting & Analytics Design (KPIs, Dashboards,

Al t Et )

Implementation Testing Deployment & Support

ArchitectureReporting and Analytics

Development

Alerts, Etc.)

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Phase #3 (& Completion of Phase #2)

. . .

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CreditsTennessee State University

Rehan Chaudhary, Database Analyst Sharon Morris, Systems Analyst IIS a o o s, Syste s a ystBeth Smith, Systems Analyst IIICindy Donnelly, Systems Analyst IIIKevin McGee, Database AdministratorTracy Jennette, Web DeveloperEric Reed, Luminis AdministratorMr. Ed Wisdom, Director of Information SystemsDr Dennis Gendron Vice President of Technology and Administrative ServicesDr. Dennis Gendron, Vice President of Technology and Administrative Services

Tennessee Board of RegentsPamela Clippard, Sr. Data ArchitectBob Coon, Luminis Senior Technical ConsultantThomas Danford, Chief Information Officer

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Questions & Discussion

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