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Architecting
Academic Intelligence
Brendan Aldrich
Executive Director, Data Warehouse
raldrich2@ccc.edu
Brendan has been building and leading innovative business
intelligence, data warehouse and analytics teams for over
12 years at companies like the Walt Disney Company,
Traveler’s Insurance and Demand Media.

Nancy Chavez
Project Team Leader, Center for Operational Excellence
nchavez40@ccc.edu
With a deep background in strategic planning in Education,
Nancy joins the team from Chicago Public Schools (CPS)
where she led projects around strategy, research & analytics.

Janice Dantes
Sr. Research Associate, Reinvention Team
jdantes@ccc.edu
A new member of the Reinvention team, Janice has
over six years experience at City Colleges
working directly with data as a member of
the Research and Evaluation team.
The Reinvention Portfolio


  Readiness
 CPS Collaboration
    Initiatives
                                                      • The business
  Developmental
                                 Occupational           intelligence program
    Education                    College to Careers     is included within
  Bridge Programs                                       the Reinvention
                                                        focus on “Efficiency
                                     Transfer
Adult Education                                         & Effectiveness”.
                                 Transfer Academy
  Gateway to CCC
 Enhanced Off-site
   management

                Student Services
           Efficiency & Effectiveness
Where are we now?
• WE MUST ENSURE…
    that our students are successful, our faculty and staff are empowered and
    our administrators are well-informed.

• WE NEED TO OVERCOME…
    common data problems such as inconsistent definitions (“Home College”),
    delays in obtaining data and an inability to easily perform cross-platform
    analysis (i.e. PeopleSoft SA, Finance and HR)… which creates a lack of faith.

• WE SHALL BUILD…
    and deploy a business intelligence solution that will allow us to measure
    ourselves accurately and derive meaningful insights.

• The first phase, involving our student data, will be focused
  on academic intelligence.
BI and Academic Intelligence
• Business Intelligence (The Platform)
   A data management platform consisting of an organized
   collection of data, databases and reporting tools to help
   an institution synthesize information, derive meaningful
   insights and facilitate data-driven decision making.


• Academic Intelligence (The Data):
   The processes of changing student data into information,
   information into knowledge and knowledge into the plans
   that facilitate student success.

 Empowering Academia via the access to and use of data.
BI… is this like PeopleSoft?


          Peoplesoft is used to RUN the organization.
 The Data Warehouse will be used to OPTIMIZE our capabilities.




• PeopleSoft                  • Data Warehouse
   –   Used to run the business   –   Used to analyze the business
   –   Application oriented       –   Subject oriented
   –   Detailed data              –   Summarized and refined data
   –   Isolated data              –   Integrated data
   –   Fewer records accessed     –   Large volumes accessed
       (tens)                         (millions)
Data Integration is Key

• One of the key benefits of a data warehouse is the ability to integrate a
  variety of data sources into a unified data set.

• This provides the ability to gain new insights from the data above and beyond
  what can be gleaned from a single system and allows us to build a culture of
  data.
Some Guiding Principles


• Build a Data Democracy

• Create a Culture of Data

• Collaborate Continuously
Build a Data Democracy

• The right data must be available at all
  levels within the organization.

• Access to and use of data will create
  positive and lasting change.

• All City Colleges of Chicago employees
  will be able to use this platform to
  obtain data and/or run reports.
Create a Culture of Data

• Having well-architected data platforms
  allows us to evolve the kinds of
  questions that we can ask of                                       Data Driven
  ourselves and promote                                              Decision-Making
  data driven decision-                  Strategic
                                                                     • What is the effectiveness
  making                                 Analysis                      of what we’re doing and
                                         • What should                 how do we improve?
                       Operational         happen?
                       Reporting                                     • “How do these students
                          • What has         • “How should the         do compared to general
                            happened?          students be doing?”     population?”
       Basic Needs
                          • “Who was
       • What is            registered and
         happening?         how did they
                            do over time?”
       • “Who is
         registered and
         where should
         they be?”
Collaborate Continuously
Turning Data into Knowledge


• Administrative Intelligence

• Research Intelligence

• Faculty & Advisor Intelligence
Administrative Intelligence

• Comprehensive Scorecards
 – Including agreed upon KPI’s and
   drill-downs to underlying metrics.

• Enrollment Reporting
 – Track daily enrollment across
   courses, departments, colleges…
   even time of day (day vs. evening)
   and demographics!

• Completion Reporting
 – Clearly identify students who are
   on track, nearing completion and
   recently completed or transferred.
Research Intelligence

• Dynamic Queries
 – Interactive access to potentially
   millions of different research
   intelligence queries.

• Course Success and Cohorts
 – Evaluate course success by
   division, time to degree
   (normalized by degree type) and
   graduation / retention by cohort.

• Enrollment Geospatial Analytics
 – Align student population data with
   US Census tract data for the city of
   Chicago.
Faculty & Advisor Intelligence

• Course Success and Retention
 – Incoming student assessment (COMPASS),
   checking pre-requisites, success in
   successive courses, program and
   knowledge retention.

• Academic Progress Reports
 – Measurement of student achievement
   towards academic and program goals.

• Remediation Analysis
 – Compare to non-remediated success,
   retention, time to complete and
   graduation with gateway and subsequent
   college course performance.
Getting from here to there


• In Progress

   – Selecting a Vendor Partner

   – Academic Intelligence Roadshow

   – Throwing Darts
Finding a Vendor Partner

• The City Colleges of Chicago evaluated solutions from a variety of vendors
  based on an extensive set of evaluation criteria:




    — Metrics and Reports                     — Data Compatibility and Integration
    — Visualizations and Advanced Reporting   — Analysis
    — Analytics                               — Technical Development
    — Data Warehouse                          — Project Management
    — ETL Functions                           — Cost
Zogo Technologies, Inc.

• A data technology services company exclusively
  working in higher education.

• Has deployed data solutions to 50 community
  colleges across the country (and several in
  Illinois). Clients include:

    – The Dallas County Community College District
    – Southwest Texas Junior College
    – The College of Lake County
    – Lincoln Land Community College

• A wealth of experience that is directly applicable
  to our needs.
Identified Stakeholder Groups
10/01 – 12/31: Meet with key groups to discuss program and discuss data
needs and issues. Identify resource(s) to provide detailed requirements.
  –   Academic Affairs                   –   Executive Directors
  –   Assessment Committees              –   Faculty Councils
  –   Associate Vice Chancellors         –   Finance
  –   Board of Trustees                  –   Human Resources
  –   Business Directors                 –   OIT
  –   College Advisors                   –   Presidents
  –   Deans of Adult Education           –   Registrars
  –   Deans of Careers                   –   Research and Evaluation
  –   Deans of Instruction               –   Vice Chancellors
  –   Deans of Student Services          –   Vice Presidents
  –   Department Chairs
  –   Directors of Financial Aid
Phase 1: Academic Intelligence
• End Calendar Year (December 2012)
      • Infrastructure setup and first PeopleSoft SA
        data being loaded to begin testing cycles.
      • Determine schedule for future phases
        (additional data sources: Finance, HR,
        Blackboard, GradesFirst).

• End of Academic Year (April/May 2013)
      • Deep data cleansing and corroboration of
        historical data (2005 forward).
      • Report suite development and validation
      • Full platform testing

• May 2013
      • BI Platform Launch and Training Rollout.
Can I ask you a few Questions?

• Data Needs Survey
   – Please complete a brief survey
     regarding your current data uses,
     needs and challenges.

   – Identify one or more individuals from
     your area with whom we can work.

   – We’ll follow-up with your identified
     resources for more detailed
     requirements and ensure they’re in
     the loop with all of our latest
     progress updates.
Questions?
Thank you!

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Architecting Academic Intelligence

  • 2. Brendan Aldrich Executive Director, Data Warehouse raldrich2@ccc.edu Brendan has been building and leading innovative business intelligence, data warehouse and analytics teams for over 12 years at companies like the Walt Disney Company, Traveler’s Insurance and Demand Media. Nancy Chavez Project Team Leader, Center for Operational Excellence nchavez40@ccc.edu With a deep background in strategic planning in Education, Nancy joins the team from Chicago Public Schools (CPS) where she led projects around strategy, research & analytics. Janice Dantes Sr. Research Associate, Reinvention Team jdantes@ccc.edu A new member of the Reinvention team, Janice has over six years experience at City Colleges working directly with data as a member of the Research and Evaluation team.
  • 3. The Reinvention Portfolio Readiness CPS Collaboration Initiatives • The business Developmental Occupational intelligence program Education College to Careers is included within Bridge Programs the Reinvention focus on “Efficiency Transfer Adult Education & Effectiveness”. Transfer Academy Gateway to CCC Enhanced Off-site management Student Services Efficiency & Effectiveness
  • 4. Where are we now? • WE MUST ENSURE… that our students are successful, our faculty and staff are empowered and our administrators are well-informed. • WE NEED TO OVERCOME… common data problems such as inconsistent definitions (“Home College”), delays in obtaining data and an inability to easily perform cross-platform analysis (i.e. PeopleSoft SA, Finance and HR)… which creates a lack of faith. • WE SHALL BUILD… and deploy a business intelligence solution that will allow us to measure ourselves accurately and derive meaningful insights. • The first phase, involving our student data, will be focused on academic intelligence.
  • 5. BI and Academic Intelligence • Business Intelligence (The Platform) A data management platform consisting of an organized collection of data, databases and reporting tools to help an institution synthesize information, derive meaningful insights and facilitate data-driven decision making. • Academic Intelligence (The Data): The processes of changing student data into information, information into knowledge and knowledge into the plans that facilitate student success. Empowering Academia via the access to and use of data.
  • 6. BI… is this like PeopleSoft? Peoplesoft is used to RUN the organization. The Data Warehouse will be used to OPTIMIZE our capabilities. • PeopleSoft • Data Warehouse – Used to run the business – Used to analyze the business – Application oriented – Subject oriented – Detailed data – Summarized and refined data – Isolated data – Integrated data – Fewer records accessed – Large volumes accessed (tens) (millions)
  • 7. Data Integration is Key • One of the key benefits of a data warehouse is the ability to integrate a variety of data sources into a unified data set. • This provides the ability to gain new insights from the data above and beyond what can be gleaned from a single system and allows us to build a culture of data.
  • 8. Some Guiding Principles • Build a Data Democracy • Create a Culture of Data • Collaborate Continuously
  • 9. Build a Data Democracy • The right data must be available at all levels within the organization. • Access to and use of data will create positive and lasting change. • All City Colleges of Chicago employees will be able to use this platform to obtain data and/or run reports.
  • 10. Create a Culture of Data • Having well-architected data platforms allows us to evolve the kinds of questions that we can ask of Data Driven ourselves and promote Decision-Making data driven decision- Strategic • What is the effectiveness making Analysis of what we’re doing and • What should how do we improve? Operational happen? Reporting • “How do these students • What has • “How should the do compared to general happened? students be doing?” population?” Basic Needs • “Who was • What is registered and happening? how did they do over time?” • “Who is registered and where should they be?”
  • 12. Turning Data into Knowledge • Administrative Intelligence • Research Intelligence • Faculty & Advisor Intelligence
  • 13. Administrative Intelligence • Comprehensive Scorecards – Including agreed upon KPI’s and drill-downs to underlying metrics. • Enrollment Reporting – Track daily enrollment across courses, departments, colleges… even time of day (day vs. evening) and demographics! • Completion Reporting – Clearly identify students who are on track, nearing completion and recently completed or transferred.
  • 14. Research Intelligence • Dynamic Queries – Interactive access to potentially millions of different research intelligence queries. • Course Success and Cohorts – Evaluate course success by division, time to degree (normalized by degree type) and graduation / retention by cohort. • Enrollment Geospatial Analytics – Align student population data with US Census tract data for the city of Chicago.
  • 15. Faculty & Advisor Intelligence • Course Success and Retention – Incoming student assessment (COMPASS), checking pre-requisites, success in successive courses, program and knowledge retention. • Academic Progress Reports – Measurement of student achievement towards academic and program goals. • Remediation Analysis – Compare to non-remediated success, retention, time to complete and graduation with gateway and subsequent college course performance.
  • 16. Getting from here to there • In Progress – Selecting a Vendor Partner – Academic Intelligence Roadshow – Throwing Darts
  • 17. Finding a Vendor Partner • The City Colleges of Chicago evaluated solutions from a variety of vendors based on an extensive set of evaluation criteria: — Metrics and Reports — Data Compatibility and Integration — Visualizations and Advanced Reporting — Analysis — Analytics — Technical Development — Data Warehouse — Project Management — ETL Functions — Cost
  • 18. Zogo Technologies, Inc. • A data technology services company exclusively working in higher education. • Has deployed data solutions to 50 community colleges across the country (and several in Illinois). Clients include: – The Dallas County Community College District – Southwest Texas Junior College – The College of Lake County – Lincoln Land Community College • A wealth of experience that is directly applicable to our needs.
  • 19. Identified Stakeholder Groups 10/01 – 12/31: Meet with key groups to discuss program and discuss data needs and issues. Identify resource(s) to provide detailed requirements. – Academic Affairs – Executive Directors – Assessment Committees – Faculty Councils – Associate Vice Chancellors – Finance – Board of Trustees – Human Resources – Business Directors – OIT – College Advisors – Presidents – Deans of Adult Education – Registrars – Deans of Careers – Research and Evaluation – Deans of Instruction – Vice Chancellors – Deans of Student Services – Vice Presidents – Department Chairs – Directors of Financial Aid
  • 20. Phase 1: Academic Intelligence • End Calendar Year (December 2012) • Infrastructure setup and first PeopleSoft SA data being loaded to begin testing cycles. • Determine schedule for future phases (additional data sources: Finance, HR, Blackboard, GradesFirst). • End of Academic Year (April/May 2013) • Deep data cleansing and corroboration of historical data (2005 forward). • Report suite development and validation • Full platform testing • May 2013 • BI Platform Launch and Training Rollout.
  • 21. Can I ask you a few Questions? • Data Needs Survey – Please complete a brief survey regarding your current data uses, needs and challenges. – Identify one or more individuals from your area with whom we can work. – We’ll follow-up with your identified resources for more detailed requirements and ensure they’re in the loop with all of our latest progress updates.