A Single Version of the Truth: Using Business Intelligence to Inform Policy and Decision-Making - PowerPoint PPT Presentation

A single version of the truth using business intelligence to inform policy and decision making l.jpg
Download
1 / 67

A Single Version of the Truth: Using Business Intelligence to Inform Policy and Decision-Making. Presented to TAIR March 2010 by Kristi D. Fisher Associate Vice Provost and Director, Office of Information Management & Analysis The University of Texas at Austin. Overview.

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.

Download Presentation

A Single Version of the Truth: Using Business Intelligence to Inform Policy and Decision-Making

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


A single version of the truth using business intelligence to inform policy and decision making l.jpg

A Single Version of the Truth: Using Business Intelligence to Inform Policy and Decision-Making

Presented to TAIR

March 2010

by Kristi D. Fisher

Associate Vice Provost and Director,

Office of Information Management & Analysis

The University of Texas at Austin


Overview l.jpg

Overview

  • Information Management at UT Austin

  • “Project IQ”

  • Demo Specific Academic Cubes and Reports

    • Course Enrollments

    • Teaching Activities

    • Student Demographics

    • Faculty Demographics

    • Faculty Workload

    • Formula Funding

    • Graduation and Retention Rates


The university of texas at austin l.jpg

The University of Texas at Austin

  • 51,000+ students

  • 12,000 degrees awarded annually

  • 17 colleges

  • 2,500 faculty, 14,000 staff

  • $2+ billion budget

  • $460+ million research funding


Information management analysis ima l.jpg

Information Management & Analysis (IMA)

  • Statutory / Required Reporting

    • Texas Higher Education Coordinating Board (THECB)

    • IPEDS

    • Legislative Budget Board

    • NCAA

  • Accountability Systems

    • THECB

    • UT System

    • NASULGC/VSA

  • Data Sharing Consortia (AAU Data Exchange) for Comparison / Benchmarking Data


Information management analysis ima5 l.jpg

Information Management & Analysis (IMA)

  • Institutional Task Force / Committee Support

    • Formula Funding Task Force

    • First Year Support Programs Working Group

    • Gender Equity Task Force

    • Transfer Student Working Group

    • Task Force on Enrollment Strategy

  • Ad-hoc Data Support to Executive Officers (white papers, speeches, legislative issues)

  • Ad-hoc Requests for Information from Media, General Public, Researchers, etc.

  • Response to Surveys and Rankings

    • USN&WR, NRC Doctoral Programs


Information management analysis ima6 l.jpg

Information Management & Analysis (IMA)

  • Online Information Systems:

    • FaSET 12th Class Day System

    • ISFACL – Facilities Reporting System

    • Faculty Prior Approval Request Document

    • HRMS Faculty Positions

    • Faculty Rosters / Separations / Elections / Credentialing

    • Faculty Workload

  • Faculty Database and Processes

  • *** Extensive Batch Processing and Reporting ***

  • New Web Site (for more self-service information delivery)


Information management analysis ima7 l.jpg

Information Management & Analysis (IMA)

  • Enterprise Data Warehouse Support:

    “IQ/PBIS” – stewardship, business requirements, data sourcing, validation, analysis

    • Course Enrollments Cube

    • Student Demographics Cube

    • Teaching Activities Cube

    • Faculty Demographics Cube

    • Formula Funding Cube

    • Faculty Workload Cube

    • FTIC Retention and Graduation Rates Cube

    • Faculty Instructional Summary Report

    • Simultaneous Majors Report

    • Student Flow / Progression Reports

    • and much, much more….


Slide8 l.jpg

Office of Information Management and AnalysisOrganizational Chart – February 2, 2010

Assoc. Vice Provost and Director, Information Management & Analysis

Associate Director for Reporting

Associate Vice President

Senior Admin. Associate

Assistant Directorfor Research

Assistant Director for IT Services

Assistant Director Faculty Information

Business Analyst

Business Analyst (IQ)

Research Analyst

Research Analyst

Senior Systems Analyst

Senior Systems Analyst

Office Assistant

Research Analyst

Systems Analyst

Systems Analyst

B.I. Developer

Research Analyst

Information Analyst

Information Analyst


Iq information quest is l.jpg

IQ - Information Quest is…

…a business intelligence initiative

that provides accurate and flexible analytical tools and management information to support University leaders in data-driven decision making.

Initiative was started by our VP for Financial Affairs.

Phase I = Financial Information


Why ut austin began iq l.jpg

Why UT Austin Began IQ

  • We are data rich, but information-starved

    • We have reliable transaction systems but weak reporting

    • The information we need to analyze is in transactional databases, which are not usable for analysis

    • Coded data requires interpretation

  • Programmers required to extract and format information

  • Process to retrieve information can be time-intensive


Slide11 l.jpg

IQ …

Gives University leaders the information they need in the way they want it …

  • Tools for reporting and analysis

  • Quick extraction of data without custom programming

  • Systematically updated data

  • Flexible formatting of data

  • Appropriate security


What information goes into iq l.jpg

Financial Info

Student Info

Alumni/Donor Info

Facilities

Human Resources Info

What Information Goes into IQ?

Research Info

Faculty & PBIS info


Benefits for decision makers l.jpg

Benefits for Decision-Makers

  • Easily access trend information

  • Evaluate outcomes for specific populations – vary the characteristics (criteria) that define the population

  • Efficiently answer strategic questions without programmer intervention

  • “Single version of the truth” – consistent definitions across campus facilitate comparison to other colleges

  • Monitor and manage strategic performance initiatives

  • Investigate data to identify trends that have meaning in light of college initiatives


What is cognos l.jpg

What is Cognos?

Cognos Business Intelligence software runs on a series of servers that you access with you internet browser. Cognos lets you:

Analyze your data in many different ways, at many different levels, and create charts and graphs quickly and easily…

…with the click of a mouse!


Iq uses cognos to turn transactional data into management information l.jpg

IQ Uses Cognos to Turn Transactional Data Into Management Information


How does iq work l.jpg

How Does IQ Work?

The products of IQ are “cubes” and reports.


Project process l.jpg

Project Process

  • Requirements Determination – Circle Diagram Session

  • Load all related data

  • Validate

  • Cleanse

  • Develop cubes and reports

  • Validate and cleanse

  • User acceptance testing

  • Develop training curriculum


Iq data integrity l.jpg

IQ Data Integrity

Legacy Systems (original)

  • Four – way data validation:

    • Mainframe to Mainframe

    • Mainframe to Oracle

    • Oracle to Cubes

    • Cubes to Mainframe

Legacy Systems (revised)

COGNOS

Course

Cube

Student Cube

ORACLE (warehouse)

Faculty Cube

Enrollment Report


Information quest iq tools l.jpg

Information Quest (IQ) Tools

  • ETL tools: IBM Data Stage; Treehouse tRelational / DPS

  • RDBMS: Oracle 9i/10g, SQL-Server

  • O/S: Sun Solaris RAC, IBM Z/OS, Windows 2003

  • BI tools: Cognos Powerplay 7.4, Impromptu 7.4, Cognos 8.2/8.3 (new)

  • Named User Accounts: 1,250


Iq pbis process circle diagram l.jpg

IQ / PBIS ProcessCircle Diagram


Iq pbis process translate to cube l.jpg

IQ / PBIS ProcessTranslate to Cube


Iq pbis process business rules l.jpg

IQ / PBIS ProcessBusiness Rules

  • Example of Business Rules (give handout)


Iq pbis process training materials l.jpg

IQ / PBIS ProcessTraining Materials


Project approach l.jpg

Project Approach

  • Focus on business questions to answer

  • Collaboration between IQ team, data stewards and college deans/VP’s

  • Business not IT project

  • Proof of concept must capture essential business questions with actual business data

  • Shorten time-to-market for analytical needs

  • Under-promise and over-deliver


Project iq structure l.jpg

Project IQ Structure

Phase 1 Subcommittee

Phase II Subcommittee


Roles of the b i data steward l.jpg

Roles of the B.I. Data Steward

  • “Owns” the data

  • Maintains source systems & databases

  • Drives /determines business requirements

  • Identifies / developss data sources

  • Determine data definitions, joins

  • Validates data transfer, cubes, reports

  • Develops reports

  • Creates and maintains business rules, FAQ’s, training materials, etc.


Ima iq and cognos l.jpg

IMA, IQ, and Cognos


Phase ii iq pbis l.jpg

Phase II = “IQ/PBIS”

Information to Support the Performance Based Instruction Systemand…

  • Course and Instruction Planning

  • Enrollment Management

  • Strategic Discussions with EVPP/Pres

  • Accountability Systems


Iq pbis process business questions l.jpg

IQ / PBIS ProcessBusiness Questions

  • What percent of our undergraduate courses are taught by professional faculty? By senior lecturers, visiting or clinical faculty, lecturers and specialists?

  • How many TA’s are needed? How are they being used? How many faculty do I have in each department that need TA support?

  • What programs does course “GOV 310" draw students from? What majors is this course serving?

  • How can we best utilize the space we have to offer enough classes? What percent of seats were taken for each course? Were room sizes commiserate with enrollment?

  • How much formula funding is potentially foregone due to class/student level mismatches? Due to repeatability? Excess hours?


Iq pbis process business questions cont l.jpg

IQ / PBIS ProcessBusiness Questions (cont.)

  • How do we effectively evaluate classes? Is there some correlation between evaluation results and class size, the use of technology, faculty rank, etc…?

  • What are our 4-year graduation rates? How do they change if we exclude special classes of students (such as those in 5-year programs)?

  • How can we best manage enrollment? What is the impact of readmissions? SCH in excess of requirements? Admissions under CAP?

  • What is our student/faculty ratio by student level?

  • What are the indicators/predictors of success for students from specific subpopulations? To what extent are our first-year support programs effective in improving student success?

    etc…


Iq pbis subject areas l.jpg

IQ/PBIS Subject Areas

  • Course Enrollments

  • Teaching Activities

  • Faculty Workload

  • Faculty Demographics

  • Student Demographics

    • Graduation and Retention Rates

  • Instructional Cost / Budgeting

    • Affordability

    • Formula Funding

  • Course Completions / Output / Evaluations

  • Progress to Degree / Degrees Awarded

  • Facilities Utilization / Planning

  • Admissions


Cubes and reports under development l.jpg

Cubes and Reports Under Development

Cubes:

  • Transfer Graduation & Retention Rate

  • Graduate Graduation & Retention Rate

  • Affordability

  • Faculty Tenure-Track Progression

  • Degrees Awarded

    Reports:

    • Student Success by Sub-Population (First Gen, etc.)

    • Time to Degree

    • DFW Rates for STEM Courses


Access and security l.jpg

Access and Security

  • Authorizations and training are requested by the IQ/PBIS Dean’s Office Contact for each college.

  • Must have a Cognos account.

  • Each account is put into a user class,and the user class is authorized for reports and cubes.

  • All authorizations are “Institutional” view

  • Must attend training for subject areas to have access

  • Must acknowledge Statement of Appropriate Use to have access…


Statement of appropriate use https utdirect utexas edu iq aboutiq wbx l.jpg

Statement of Appropriate Usehttps://utdirect.utexas.edu/iq/aboutiq.WBX

  • Purpose of IQ/PBIS is to provide academic management information to university administrators

  • Not to be used for personal knowledge or gain

  • Authority to grant access rests with Dean or VP

  • Every user must attend training and acknowledge this Statement of Appropriate Use

  • IMA provides “official” University info to THECB, Legislature, etc.

  • Refer responses to external requests follow university policy (Public Info. Act, FERPA, etc.)

  • Responses to internal requests are at Dean or VP discretion

  • Remember the sensitive nature of individually identifiable data


Deployment l.jpg

Deployment

  • On-site and/or individualized training

  • College information sessions

  • Established dean’s office contacts

  • Incorporating project into established academic performance initiatives (Provost’s and President’s Offices)


More time for decisions l.jpg

Analyze & Interpret

Consider Options

Data

Gathering

BEFORE

Information Gathering

Analyze

Consider

Options

AFTER

More Time For Decisions


Pulse check l.jpg

Pulse Check

  • Is anyone using them?

  • Are you addressing the correct business questions and business questions correctly?

  • Can you show ROI?

  • What is the Single Version of Truth?

  • How is the quality of data ensured?


Slide38 l.jpg

DEMO


Questions l.jpg

Questions?

Kristi D. Fisher

University of Texas at Austin

Office of Information Management and Analysis

kfisher@austin.utexas.edu

(512)471-3833

http://www.utexas.edu/academic/ima/


12 th day course enrollments l.jpg

12th Day Course Enrollments


Question 1 l.jpg

Question #1


Answer seats taken by major l.jpg

Answer: Seats Taken by Major


Question 2 l.jpg

Question #2


Answer trend for acc 311 l.jpg

Answer: Trend for ACC 311


Question 3 l.jpg

Question #3


Answer taught by tn tt l.jpg

Answer: % Taught by TN/TT


Answer taught by tn tt48 l.jpg

Answer: % Taught by TN/TT


Analyze a specific class l.jpg

Analyze a Specific Class


Class profile report l.jpg

Class Profile Report


Outcomes l.jpg

Outcomes


12 th day teaching activities l.jpg

12th Day Teaching Activities


Teaching activities detail report l.jpg

Teaching Activities Detail Report


Instructional summary l.jpg

Instructional Summary


How much and who do faculty teach l.jpg

How much (and who) do faculty teach?

DRAFT


How much and who do faculty teach56 l.jpg

How much (and who) do faculty teach?

DRAFT


How much and who do faculty teach57 l.jpg

How much (and who) do faculty teach?

DRAFT


Teaching load credits per state paid fte faculty l.jpg

Teaching Load Credits per State-Paid FTE Faculty

DRAFT


Teaching load credits per state paid fte faculty college level l.jpg

Teaching Load Credits per State-Paid FTE Faculty – College Level

DRAFT


Teaching load credits per state paid fte faculty department level l.jpg

Teaching Load Credits per State-Paid FTE Faculty – Department Level

DRAFT


Workload trends by credit type l.jpg

Workload Trends by Credit Type

DRAFT


Institutional tlc s per state paid fte and tenure status l.jpg

Institutional TLC’s per State-Paid FTE and Tenure Status

DRAFT


Institutional tlc s per state paid fte and tenure status department level l.jpg

Institutional TLC’s per State-Paid FTE and Tenure Status – Department Level

DRAFT


Monitoring individual faculty l.jpg

Monitoring Individual Faculty

DRAFT


Monitoring individual faculty65 l.jpg

Monitoring Individual Faculty

DRAFT


Faculty instructional summaries sample from chemical engineering fall 2007 l.jpg

Faculty Instructional Summaries(Sample from Chemical Engineering – Fall 2007)

DRAFT


  • Login