business intelligence + institutional research: shotgun wedding or marriage made in heaven?...
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8/20/2019 Business Intelligence + Institutional Research: Shotgun Wedding or Marriage Made in Heaven? (287772417)
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BI + IR: Shotgun Wedding,or Marriage Made in Heaven?
Hank Childers, Executive Director University Analytics & Institutional Research, University of Arizona
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Introduction
Like other higher education institutions, theUniversity of Arizona feels the informationlandscape changing signi cantly just as we feeltremors in the foundations of the higher educationas a whole. It s confusing and con!icting. "ut thepressure for relevant and #etter information iscertainly clear enough. $ith "I and I% we seeoverlap and opportunity involving two of the mostimportant groups formally involved in information.&o we have decided to com#ine them. It s notunprecedented, #ut it s also not that common, andoften invokes a spirited response. $hy' $hat sreally going on' (his is our attempt to #etter
understand and then act on what we learn. 2
)ank *hilders, + -
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/e nitions 0 /isclaimers
"I 1 "usiness Intelligence2/$3"I might #e #etter, as it includes#oth the /ata $arehouse and the "Ireporting function
I% 1 Institutional %esearchIncludes production and reporting ofo4cial num#ers 5e.g., I67/&8 and
ful llment of information re9uestsLots of organizational variations:
;.". (hese are my thoughts and opinions, 3
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6olling <uestion
)ave you thought a#out com#ining"I and I%'-. $e have already com#ined them or
have decided to com#ine them.+. $e have decided not to com#ine
them.=.
$e are actively considering it.>. $e are very interested in the idea.. $e are curious.
?. $e aren t interested. 5"ut I wantedto come to this session an wa :8 4
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Agenda
-. UA e@perience in com#ining I% and"I
+. $hat other institutions are thinking
and e@periencing=. *onclusions 0 recommendations
5
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&ection - UA 7@periencein *om#ining I% and "I
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Announcement
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AfterB
9
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)istory Cosaic 6roject
+ DE+ -+ Cosaic 6roject implementednew administrative systemsF
7mployee 5Gracle 6eople&oft )*C8Hinancials 5 uali Hinancials8%esearch 5 uali *oeus8&tudent 5Gracle 6eople&oft *&8"usiness Intelligence 5Gracle 76C 0G"I778
/ramatic increase in amount and 9ualityof data
- s and - s of new "I dash#oards 0 10
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)istory After Cosaic 6roject
"I environment serving - E+ distinctoperational users per month, averaging+ E+ 9ueries per day;ot serving senior administrators nearlyas well
Apparently diJerent results from "Ienvironment and I% environment
Lots of training and support for "I users,#ut very little metadata for campusanalysts/eans e@pressed concerns re where to go
for information and what to #elieve 11
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)istory Hrom Kirtual to %eal
+ -= E oint discussion with I% and "Ileadership
*lari ed and distinguished the missions of"I and I%Asked I% and "I to work together as aMsingle virtual organizationN as seen #ycampus units
oint projects/ecision &upport /ata &ystem 5/&/&86redictive Analytics for &tudent &uccess5*ivitas8
%esponsi#ility *entered Canagement 5%*C8 12
$
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$ y t e /ec s on to*om#ine'
(hings working pretty well with "I 0 I%,#ut reliant on the very good workingrelationship #etween "I head and I%headBwanted to formalizeKision that the information worlds of I%and "I would overlap even more in thefuture
6ressure for ever more informationavaila#le to decision makers/esire to move more into predictiveanalytics 5which needed #oth units8
Gpportunity for e@ploiting complementary 13
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Gpportunities for &ynergy
Understandingof operationaldata
(echnologyHinancial, )%, 0%esearch data
Understanding of data in contextData presentation
Student & Facult data
"I &trengths I% &trengths
14
$e need data that is integrated• Across the value chain of raw to
re ned data• Across the diJerent realms of data
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Issues to Gvercome
$hy don tmostinstitutions com#inetheir "Iand I%functions'
$hy dothey oftennot getalongvery well'
&tructural /iJerencesI% often aligned withAcademic AJairs or 6lanning
0 "udgeting"I often aligned with I(
*ultural /iJerences
/iJerent #ackgrounds 0values
(iming
*on!ict in the past 15
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&ection + $hat GtherInstitutions Are
7@periencing and (hinking
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As Pogi "erra put itB
M$hen you come to a
fork in the roadB
take it:N
18
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&hotgun $edding'
19
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Gr Carriage Cade in )eaven'
20
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Asked (hemB
$hat do you think' If yourinstitution set out to com#ine I% and"I, how would you characterize it'
Carriage made in heaven' Arranged marriage' &hotgun wedding'
Las Kegas wedding'
22
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&ome %esponses
M(he opportunity is right now: "ut no onesees it.N MQI% 0 "IR get along just ne, wouldnot seek marriage.N MBhasn t worked well in the past,
would have to #e arranged.N MBwould have to #e a very arrangedmarriage, and would need signi cant upper level
facilitation.NM N
23
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"est %esponse
MI a#solutely think that "I and I%should #e com#inedBand it shouldreport to me:N
Anonymous
24
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6olling <uestion
$hat do you think' If yourinstitution set out to com#ine I% and"I, how would you characterize it'
Carriage made in heaven' Arranged marriage' &hotgun wedding'
Las Kegas wedding'
25
C i # th # S
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Carriage #y the ;um#ersSInterviews
2!
024!8
101214
Senti"ent # $nter%ie
C i # th # S
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Carriage #y the ;um#ersSAAU/7
27
05
101520
25303540
Senti"ent # 'oll at ((U $) *onference+ (pril+ 2015
$ / I% "I % t
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$ ere /o I% an "I %eport (oday'
"II( - 5In + cases, I( reports to the6resident8I( 0 nonEI( &plit + 5/$ to I(8Hinance -/istri#uted -
I%
6rovost3Academic AJairs D"udget3Hinance36lanning =*hief /ata G4cer -/ecision &upport - 5I% T "I, e@cl /$8/on t now - 5Interviewer error8 28
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$here $ould "I T I% %eport'
I/ 5I/ 1 MI don t knowN86rovost' =6rovost -.
*hief Gperating G4cer 5if there wasone8 -6resident -*IG for ;ow, 6resident Later -*hief /ata G4cer' -Institutional 7Jectiveness .
29
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)ow I% 6erceives "I (oday
MIt just takes too long:N MI( is a monolith. (hey hold all the cards.NMI( is only interested in se@y technology.N M"I is taking over.N MAll the #ig investments are going to "I.NMQ"I approach is toR let - !owers #loom.N M"I people don t care a#out the impactof sharing
data. (hey are not careful enough.N M(hey #uild reports they don t know data andpolicy.N
M"I people like the plum#ing, not thecontentsBwant to30
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"I 0 I( Hootnote
"I is part of I( in most cases"ut at several institutions it was not always thatwayAnd "I is often not comforta#le #eing in I(
&everal #elieve it could #e or should #e housedelsewhere
Irony is that I% perceives "I to #e I(, #ut "I oftendoes not see it that way
31
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)ow "I 6erceives I% (oday
M$e got an V#o@ for student employeesSI% wasshocked:N M(hey won t reveal the 2secret sauce. N M(hey seem mostly in the #usiness of protecting I%.N
MIt s the diJerence #etween Qthe disciplines ofRaccounting 0 nance.N MI% is really really conservative.N MAsked I% candidate to de ne success, and the
response was 2if no#ody calls me up and tells me my num#ers arewrong. NMI% needs to #e the facilitators of information, not the
gatekeepers.NM N32
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Gn the Gther )and
M;ot e@cited at rst Qa#out working togetherR.$orking very well now, #ut not initially.N MIt took a long time to get there. It seemedto go against
the grain.NM*ertainly friction, #ut the relationships arefamilial.N M;o#ody can do anything important without
colla#orating.N M$e did a colla#oration a year ago.... It wentvery well, mended #ridges, and #uilt foundations.N
M(here s an opportunity to work together 33
)ow $e /o I% "I $or
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)ow $e /o I% "I $or (ogether'
34
I% 0 "I work well togethertodayF-1&trongly Agree 5verypositive8+1Agree 5somewhatpositive8=1;eutral 5okay8>1/isagree 5somewhatnegative8
1&trongly /isagree 5verynegative8
;oteSI did not ask this 9uestiondirectly, so these values areinferred.
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G#servation
M7ngland and America are twocountries divided #y a common
language.N
Oeorge "ernard &hawW
W6er phrases.org.uk39uotes3mis9uotes this does not appear in any of the
writings of O"&. 35
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)ypothesis
If "I 0 I% are divided #y the commonlanguage of data, then we should look atthe reasons for that.
M(hings are the way they are#ecause they got that way.N
attri#uted to enneth "oulding, 7conomist
3!
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*ommon *ultural /iJerences
38
ommon u tura / erences
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ommon u tura / erences5cont.8
39
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6olling <uestion
"ased on the ndings from this setof institutions, are you now'
)appyBthis marriage is meant to
#e)opefulByou know it just mightwork
/eterminedBwe re going to makeit work/iscouragedBthis is never going to
work 40
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&ection = *onclusions 0%ecommendations
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*onclusions
*om#ining I% 0 "I is currently not commonBofthe -> institutionsFGne has done it in great part
(wo see an opportunity right now 5#oth due to
turnover and need to re#uild8;ote these tend to #e smaller institutionsKery wide range of responses around how well I%0 "I work together today
Local forces matter a lot6eople matter a lot&tructural and cultural diJerences #etween I%and "I are real and e@plaina#le
42
servat ons A out $or ng
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servat ons A out $or ng$ell
%ecognition of diJerences%ecognition of larger forces at play$illingness to work together towardslarger goals
6laying to strengthsA#ility to nd compromise
Leadership&uccessful projects
43
G#servations A#out ;ot
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G#servations A#out ;ot$orking $ell
%ecognition of diJerencesLimited recognition of larger forces at playLess willing or a#le to work togethertowards a larger goal
/isagreements on authority...technologyBmethodologyLess trust
Unsuccessful projects
44
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Larger Horces at $ork
/emand for information that isF%elevant 5type, currency8Usa#le 5trusted, understanda#le, integrated8Availa#le 5timeEofEday, technology, selfEservice8
7@pectation that information is a Mfree goodN likethe Internet
Availa#le 0 searcha#le (olerance for variation in presentation 5#utpro#a#ly not an attitude of caveat emptor :8
Orowing interest in 6redictive Analytics&ee data as institutional assetBless tolerance forsilosIncreasing technical savvy of users 45
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%ecommendations
-.It s a #ig pro#lem if "I 0 I% are not working welltogether
+. &tart #y understanding the diJerences #etween thetwo groups
=. /evelop a vision of how things could 0 should work>. *onduct successful joint projects to move forward
. /o not take project success for grantedA. Leadership needs to #e strong 0 e@ecutive oversight is
critical
?. *onsider com#ining "I 0 I% as a way toFA. *apitalize on a good working relationship 5marriage
made in heaven8". Gr force an improved working relationship 5arranged
marriage8E
4!
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48
An w t a ; ce up o
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An w t a ; ce up o*oJeeB
49
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$rap Up
(h k
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"ig (hanks:
"oise &tateUniversity*ornell UniversityOeorgia (ech)awaii 6aci cUniversityIllinois &tate
UniversityIndiana UniversityCiami University
of Ghio
'urdueUni%ersit,irginia -ec.Uni%ersit of$llinoisUni%ersit of
/ar landUni%ersit of/ar land+
alti"ore *ount
Uni%ersit ofas.ington
Uni%ersit ofisconsin
51
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Hel Us I! rove and "ro#
$hank you for artici atin%in today s session'
(e re very interested in your feed)ack' *lease takea !inute to fill out the session evaluation found #ithin
the conference !o)ile a , or the online a%enda'
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