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Leveraging Data for Strategic AdvantageSharon Blanton, Hawaii Pacific University
Stephen Landry, Seton Hall University
Jon Phillips, DellFred Richards, Ellucian
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Agenda
1. Introductions
2. Challenges
3. Best Practices
4. Solutions
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Facilitators
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What is the current state of BI on your
campus?
a. We don’t have a BI initiative
b. We are actively planning a BI initiativec. We are in the process of implementing BI
d. We have a mature BI implementation
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BI Maturity Model
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BI Maturity Model
Level 1: Ad hoc BI:
BI initiatives at this level are undocumented and tend to be ad hoc, uncontrolled and
reactive. At this level, expectations for the BI initiative are rarely met, and when they are, it
is only through heroic efforts.
Level 2: Repeatable BI:
BI initiatives at this level consistently deliver rudimentary information to businesspeople.The information is aggregated periodically from multiple production systems. BI reports and
information can be delivered with some regularity and predictability, but the information is
generally untrustworthy for use by the business because the data quality is unmeasured
and unknown, and therefore unreliable.
Level 3: Defined BI:
BI initiatives at this level have instituted a structured approach and use BI to systematicallyimprove business results, as defined in the Gartner overview "The Business Intelligence
Investment: Realizing the Benefits.” The results of BI initiatives at this level of maturity are
that BI output is delivered consistently, and some of it is actually useful to the business.
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BI Maturity Model
Level 4: Managed BI:
BI initiatives at this level effectively control the BI processes and work to produce
consistent, predictable results. The results of BI initiatives at this level of maturity are that BI
outputs are consistent, useful to the business and ever-improving.
Level 5: Optimized BI:
Businesspeople routinely and easily obtain information that they easily customize, whichhelps them run and continually improve the business. BI initiatives at this level produce
results that bring profound business improvements and transformation of the entire
organization to new and ever-higher levels of success.
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Where on the Gartner BI Maturity Model
does your campus lie?a. Level 1: Adhoc
b. Level 2: Repeatable
c. Level 3: Defined
d. Level 4: Managed
e. Level 5: Optimized
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What does BI look like on your campus?
a. Canned reports are distributed on a regular basis
b. Reports portal where users can run canned reports at their
convenience
c. Parameteratized reports where users can run reports with
different variablesd. Datamart where users can create and run their own basic
queries
e. Summary reports with “drill down” capability to show detail
as appropriate
f. Ability of areas to develop and run sophisticated queries
against institutional data
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Which is the most important function
currently addressed by your BI solution?
a. Monitoring admissions targets
b. Managing the financial aid budget/analyzing discount
ramifications
c. Managing revenues/net tuition
d. Managing program expenses and/or ROI
e. Managing retention/identifying at risk students
f. Managing overall institutional budget
g. Managing institutional performance against strategic goals
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Who is the leader or champion of your
BI implementation?
a. We don’t have a single BI leader or champion
b. IT/CIO
c. Enrollment Services/Registrard. Finance/CFO
e. Institutional Research
f. Academic Affairs/Provost
g. President/Chancellor
h. Other
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What is the greatest current challenge
for BI on your campus?
a. Lack of technology standards for reporting
b. Too many inconsistent data sources/lack of data consistency
c. Lack of a clear championd. Lack of trust between functional areas
e. Desire to control or limit data sharing across the institution
f. Lack of resources for BI
g. Other
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Typical Challenges to BI
Operational/Organizational
Strategic Vision for Institution Data
Executive Sponsorship
Governance: Alignment between IT (keepers of the data) and the
lines of business (owners of the data/responsible for the data)
Budget (how are BI projects funded? ) End-user Training
Role of IR? Role of Chief Operating Officer?
Technical
Data Quality
Service Levels for Business Intelligence
Data movement (extraction, transformation, loading (ETL) process)
How to deliver self-service?
BI Tool Selection and training
Cost/value structure of a BI Project, where is the effort? Where is the
value?
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Best Practices
Operational/Organizational
Strategic Vision: run the institution/manage the institution view
Transaction processing: ERP, CRM applications
Ask & Answer Questions: business analytics
Executive Sponsorship
Top-Down Approach
Bottom Up Approach
Role of data in decision-making
How to justify a BI project?
Governance
Gartner’s BI Competency Center as guide.
Who are consumers of data? (from line-of-business)
How often to the line of business people get together to discuss data(access to data? quality of data? Harmonization between offices? Define
the key performance indicators? metrics?
How often does the IT team get together with the lines-of-business offices?
How are conflicts identified? How are conflicts resolved?
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Best Practices continued…
Technical
Data Quality
Service Levels for Business Intelligence
Data movement (extraction, transformation, loading
(ETL) process) How to deliver self-service?
BI Tool Selection and training
Cost/value structure of a BI Project, where is the effort?
where is the value?
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Findings and Recommendations
Post the findings and recommendations of your
table discussion as part of your reporting out to
the group.
Text: 1234 Recommendation
to: 315-636-0905Example: 1234 Our table thinks that …
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