Data Analytic Legos® Building Blocks for Meaningful Research Administration Data
Presenters William Mitchell, MPSA Supervisor, Systems & Reporting Sponsored Projects Administration Jodi S. Ogden, MBA, CRA Associate Vice President Sponsored Projects Administration
Purpose How do you craft data and reports in research administration that are meaningful to university leadership, departmental administrators, and yourself?
Agenda Data resources Past sponsored projects reporting Current sponsored projects reporting Get the conversation started Question and answer
Data Resources
SPAR Database Sponsored Project Activity Record Homegrown preaward database All sponsored projects recorded –Grants, Contracts, Subcontracts, Non-mon Over 30 years of data Proposals, Awards, Subcontracts Entire lifespan of the project
SPAR Database
Technical Details –25 separate record tables –Approximately 175 data points/single year –Hosted on an Oracle platform –Queried using Oracle SQL interface –33,200+ Project records –42,700+ Proposal records
Other Resources Financial Management Systems IRB submission/approval system Effort reporting system Ad hoc data sets
Past Reporting
Past Reports Static Excel award and proposal reports –Manually created –1+ hour per report –12 queries per report –Aggregate data Little analysis of data Unable to quickly answer questions
Data points Award/Proposal Amounts (Direct, Indirect, Total) by School Number of awards/proposals Types (Contract, Grant, Subcontract In/Out) Fund source (Federal, State, Local, Private) Number of non-monetary awards
Past Reports Graphic provided at conference
Who used it and how? Excel reports sent to small group –Finance & Business Services –Research Affairs Mostly an FYI –Some decision-making
Current Reports
Award/Proposal reports Federal award reports School level reports Department/division level reports SPA internal workload reports
What changed? Change in thinking –Dollar decrease after ARRA –Data oriented President Shift from aggregate one-off data points Detailed data kept for future reports –Data for fiscal years 2006-current –Largest dataset contains 11,000+ rows
What changed? Data visualization software used Reporting much less manual –20 minutes –1 query per report Built in analysis on the page Quickly provide answers to questions
What changed? New reports provide context Color used to highlight points Additional crosstab analyses
Award Reports Graphic provided at conference
Proposal Reports Graphic provided at conference
Who uses them now? Original group –Finance & Bus Services –Research Affairs Expanded group – President – Faculty Chairs – Faculty Reviewers – Administrators – Development – Governmental Relations – Directors of Management Operations – Financial Decision makers – Sponsored Projects Administration Leadership – UT System Governmental Relations
Additional Reports Successful transition caught attention Outside requests for reports increased School level detail requested –Faculty trends and analysis Additional data sources used –Project Expense data –Internal workload data
School Reports Graphic provided at conference
Internal Workload Reports Graphic provided at conference
Internal Workload Reports Graphic provided at conference
Starting the Conversation
Key Points Identify a champion –Director or Vice President Broadcast the availability of data –Management meetings –AURA bimonthly meeting –In conversation –Internal news blast
Key Points Be willing to expand reports –Accept ad hoc requests –Volunteer to provide at every opportunity Craft useful metrics Gather feedback from users
Questions
Thank you! William Mitchell Jodi S. Ogden Direct Main