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

2. Agenda
Introductions
Challenges
Best Practices
Solutions

3. Facilitators

4. 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
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Example: 2995 a
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5. BI Maturity Model

6. 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.

7. 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.

8. 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
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Example: 4141 b
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9. 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
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10. 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
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11. 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
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12. 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
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Example: 7368 e
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13. 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?

14. 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?

15. 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?

16. 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:
Example: 1234 Our table thinks that …
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