Fred Richards, Ellucian Leveraging Data for Strategic Advantage Sharon Blanton, Hawaii Pacific University Stephen Landry, Seton Hall University Jon Phillips, Dell Fred Richards, Ellucian

Agenda Introductions Challenges Best Practices Solutions

Facilitators

What is the current state of BI on your campus? We don’t have a BI initiative We are actively planning a BI initiative We are in the process of implementing BI We have a mature BI implementation Text: 2995 Choice to: 315-636-0905 Example: 2995 a Or go to: app.tophat.com/e/820097 and log in anonymously

BI Maturity Model

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 systematically improve 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.

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, which helps 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.

Where on the Gartner BI Maturity Model does your campus lie? Level 1: Adhoc Level 2: Repeatable Level 3: Defined Level 4: Managed Level 5: Optimized Text: 4141 Choice to: 315-636-0905 Example: 4141 b Or go to: app.tophat.com/e/820097 and log in anonymously

What does BI look like on your campus? Canned reports are distributed on a regular basis Reports portal where users can run canned reports at their convenience Parameteratized reports where users can run reports with different variables Datamart where users can create and run their own basic queries Summary reports with “drill down” capability to show detail as appropriate Ability of areas to develop and run sophisticated queries against institutional data Text: 0747 Choice to: 315-636-0905 Or go to: app.tophat.com/e/820097

Which is the most important function currently addressed by your BI solution? Monitoring admissions targets Managing the financial aid budget/analyzing discount ramifications Managing revenues/net tuition Managing program expenses and/or ROI Managing retention/identifying at risk students Managing overall institutional budget Managing institutional performance against strategic goals Text: 4120 Choice to: 315-636-0905 Or go to: app.tophat.com/e/820097

Who is the leader or champion of your BI implementation? We don’t have a single BI leader or champion IT/CIO Enrollment Services/Registrar Finance/CFO Institutional Research Academic Affairs/Provost President/Chancellor Other Text: 8711 Choice to: 315-636-0905 Or go to: app.tophat.com/e/820097

What is the greatest current challenge for BI on your campus? Lack of technology standards for reporting Too many inconsistent data sources/lack of data consistency Lack of a clear champion Lack of trust between functional areas Desire to control or limit data sharing across the institution Lack of resources for BI Other Text: 7368 Choice to: 315-636-0905 Example: 7368 e Or go to: app.tophat.com/e/820097

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?

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?

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?

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: 315-636-0905 Example: 1234 Our table thinks that … Or go to: app.tophat.com/e/820097 and log in anonymously

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