from data to action: driving innovation through predictive analytics (166985443)
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Analytics in Higher Education
Vince Kellen, Ph.D.Senior Vice Provost
Academic Planning, Analytics and Technologies
University of Kentucky
[email protected] September, 2013
This is a living document subject to substantial revision.
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Analytic categories
Helping the student
• Personalization and interaction
• Learning analytics
• Recruiting and retention modeling
• Micro-surveys
Helping the university
• Building utilization and course/event planning
• Monitoring and predicting enrollment in classes
• University research and instructional output
• Tuition revenue projections
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Models, models, models
Student enrollment
Student recruiting
Student statistics per term
Student demographics and
demographic details
Student accounting and student
financial aid
Student retention cohorts
Student micro-surveys
3
Student majors/minors
Student advising
Student K-Score
Transfer students
Faculty statistics per term
Building utilization
Human resources statistics
Key business process workflow
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Poll
Rate your data integration maturity
1. We integrate data in nightly batches from some data sources
2. We integrate data in nightly batches from all significant data
sources
3. We can integrate data real time from some data sources
4. We can integrate data real time from all significant sources
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Volume operations versus complex systems
Excluding the late 20th century, universities have been largely complex systems, delivering niche and
customizable interactions F2F settings. Large lectures were added to increase output while reducing costs
Analytics, technology and personalized e-Learning approaches can begin to handle both high-volume and
specialty lines of business
5
Geoffrey Moore (2005). Dealing With Darwin
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Academic Health Notifications:
View in student mobile app
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Tallycats
Academic HealthBar (Alerts)
Bronze
• Academic Health Bar only decrements when a specific adverse event is detected.
• Students start in a “Healthy” state, and accumulate decrements for each adverse
event.
• A balanced notification system should be designed such that many students
never receive adverse notifications and thus never even view the Health Bar
screen of the mobile app. We do not want students feeling nagged by the system.
Healthy At RiskUnhealthy
Academic Health Notifications
All students start here
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Academic Health
Bar (Alerts)
• The key to the system as a tool for positive behavior is that each notification includes
relevant information and/or necessary actions.
• For low severity events, the notification may merely suggest resources that may help,
in which case the student can manually dismiss the notification.
• More severe notification types will have clear and specific actions the student can taketo clear the notification.
Healthy At RiskUnhealthy
The Blackboard system shows you have submitted only 1 of the last 5
assignments for MA109. The class average is 4.6 submitted assignments.
To clear this alert:
• Either
-Meet with your advisor
-Or meet with your professor
-Or attend an appointment at the Study or Mathskellar • And submit an assignment
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Advising Hub: Home Screen
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Poll
What analytic technologies do you employ (select all that apply)
1. We use distributed analytic approaches (e.g., Hadoop)
2. We use relational database analysis tools (e.g., from vendors like
Microsoft, Oracle, IBM, etc.)
3. We use high-speed in-memory methods (e.g., SAP HANA)
4. We use social media analysis tools
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WAKE UP! GET TO CLASS!
Who sets alarms for themselves?
Why not automatically set alarms for
students around their schedule?
Why not have automated wake-up
calls?
Why not suggest wake up times
based on class attendance?
Why not consider manipulation of
reminders as a form of engagement?
Can we ascertain student prospective
memory capability and personalize
based on it?
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What would Abraham Lincoln think of a MOOC?
Abraham Lincoln
• Autodidactic
• Books, books, books
• Became a skilled military strategist
• Penchant for poetry, Shakespeare,
politics and history
My nephew
• Not an autodidact
• Good worker, smart kid, but…
• It takes a village
• After a few low-security colleges
and much money borrowed
• He has found an intellectual home
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Assumptions
The rewards of investments in teaching technology go
disproportionately to the most capable individuals
• The most capable learners tend to receive more benefit from
technological enhancements than less capable learners
Choosing college is a complex decision
• Cultural, social and economic factors affect the decision
• Wealth stratification plays a role (and it has for 2,300 years)
• It isn‟t an entirely rational decision
Information technology (IT) does matter • IT can improve productivity
• IT can enhance short-term and mid-term competitiveness
• But, advantage from IT does not follow its procurement, but from its
marrying with business processes and organizational capital
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Small class, large class, books & MOOCS
Small class Large class Book MOOC
Student-teacher
interactionHigh Low Low Low
Student-student
interactionHigh Low Low Low-mid
Quality of
instructor Low-high Low-high Moderate-high Moderate-high
Convenience Low Low High High
Overall
experience ?? ?? ?? ??
21
http://www.nytimes.com/2013/04/21/opinion/sunday/grading-the-mooc-university.html
Conclusions about the quality of the experience need to take into account what the
learner is capable of and what they need
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Déjà vu?
22
https://reader009.{domain}/reader009/html5/0421/5ada9864b514e/5ada98707abc6.jpg
MOOCs
Large
lectures
PHI 698
???
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How technology can affect cost and quality
23
High
effectiveness
Low
effectiveness
Low volume High volume
Small F2F class
Broadcast class
Current MOOC approach
MOOC + PT
MOOC + PT + F2F
F2F = Face-to-face
PT = Personalization technology, adaptive
learning technology
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Personalization technology
• Real-time personalized interactions• Target on-demand peer tutoring based on student‟s profile
• Deliver micro-surveys and assessments to capture additional information
needed to improve personalization
• Give students academic health indicators that tell students where they can
improve in study, engagement, support, etc.
• Let students opt their parents in to this information so the family can support
the student
• Tailor and target reminder services, avoid over messaging
• Allow for open adaptive learning• How content gets matched to students is psychologically complex
• Several theories of how humans learn give many insights• Students differ in the following abilities and attributes: visual-object, visual-
spatial, reasoning, cognitive reflection, need for sensation, need for cognition,
various verbal abilities, confidence, persistence, prospective memory, etc.
• We need an open architecture to promote rapid experimentation, testing and
sharing of what works and what doesn‟t
University of Kentucky
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Potential services
Reminder services
• Upcoming classes, assignments, tests, events
Predictive support
• Micro-segment prediction of academic difficulty, involvement, integration
• Non-cognitive factors, social network analysis in models
• Behavioral cues around registration, financial aid applications
• Digital footprint analysis (use of degree progress tools, academic „category‟
involvement, walking across campus)
• Recommend friends, study groups, student groups, foster peer-interactions
Real-time analytic integration with LMS content consumption
• Detect lack of comprehension, difficulty, frustration
• Recommend peer tutoring, additional materials, tutoring services
• Call students in the middle of?
Parent portal
• With the student’s permission, let the parent see key learning performance indicators,
alerts, etc.
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Poll
Rate your organizational readiness for analytics
1. Various units work independently on different types of analysis
2. We have occasional coordination across multiple units that
perform analysis
3. Multiple units across campus share a common data warehouse for
single-source-of-truth data
4. Multiple units across campus readily share analysis techniques,
artifacts and tools with each other
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Taxonomy? Automatic metadata? Automatic
atomic metadata?
Let learners navigate an
audio/visual stream
Let the system learn what are top
terms. Let the system map terms
to concepts. Let instructional
designers lightly „bump‟ the
taxonomy, post production
Record student engagement with
specific terms / concepts
Deliver personalized messages to
students 27
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University of Kentucky
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Class slides take a
central position.
The audio/video and
slide content is
synchronized.
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The note pad allows
recording and
sharing of notes.
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Personalized
recommendations are a
guide thru the material.
Feedback on engagement
and mastery assist in
gauging understanding.
Resources and tutors arealso provided if a little
assistance is needed.
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A lecture concept map helps to put the
lecture in a visual context.
The map is generated from analysis of
the text and ‘bumped’ into shape by a
course designer or instructor.
Concepts can be rated to collect
perception of usefulness and improve
future versions.
Jump to the media segment by clicking
on the tag.
Test knowledge with small quizzes – ace
the quizzes and you’re in good shape!
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A one-stop-shop for searching.
Keywords from the video,
slides, trends, notes and
conversations will appear.
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Key questions
• Can the audio and slides be reliably transcribed into ‘useful’ text?
• Can a concept map be derived automatically from the text
generated or easily edited by an instructor?
• How easy will it be for designers-instructors to create a quiz and
place it in the right location in the video?
• Can we personalize the recommendations to reflect prior
knowledge, student ability and individual differences in
information processing?
• Can the interface support real-time integration with analytic back-
ends (e.g., HANA)?
This is just one conceptualization.
What other interface designs exist today? How effective are they?
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University of Kentucky
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Poll
Have you integrated your mobile and analytic strategies? (check all
that apply)
1. We are well underway in deploying analysis tools to smartphones
and tablets
2. We are gathering mobile interaction data to understand studentand user behavior
3. We are exploring mobile deployment of analytic tools to
smartphones and tablets
4. We not ready to gather mobile interaction data into our analytic
environment
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The debate
Constructivists/social learning versus reductionists/cognitive psychology
• „Mind as sacred space‟ versus „brain as decomposed machine‟
• Learning as a social-emotional interaction with humans versus learning as
cogno-neuro-sensory interaction with information
Social constructivist, subjectivist, humanist
• I as teacher am the one who personalizes things• Students construct their knowledge via indeterminate, emergent social
interactions
• I don‟t see how IT has a significant role in this, except to support ease of
student interaction with each other and with content
Cognitive reductionist, positivist, technocrat
• An IT system can on the fly determine which content/people you the learner
may need next, learning follows principles of progression
• Students differ in the cognitive skills in ways IT can address
• IT can be a more complete feedback-driven learning environment for all
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Questions?
39
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Innovation in Information Management:Key Considerations around Data & Predictive Analytics for Higher Education
Jon Phillips
Dell Managing Director - Worldwide Education
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41 9/10/2013 Software
Information Management
Database management
Application & dataintegration
Business intelligence andBig Data Analytics
Integrate datadisparate data stores,
cloud and on-prem
Inform decision makers withanalysis based on all types
data sources
Manage data and databasesacross structured and non-structured data sources -
cloud or on-premise
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42 9/10/2013 Software
Information Management
Database management
Application & dataintegration
Business intelligence andBig Data Analytics
• Foster IT and LOB collaboration
• Capitalize on existing investments
• Rapid time to value
Datalocationagnostic
Datatype
agnostic
Vendor agnostic
Th V l f B i I t lli M t it
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43 Services ConsultingConfidential
Stage 2:
Inception
Stage 3:
Refinement
Stage 4:
Consolidation
Stage 5:
Enhancement
Stage 1:
Baseline
Stage 6:
Innovation
The Value of Business Intelligence Maturity
Operational Data Spread-marts Data MartsData
WarehousesEnterprise Data
WarehouseAnalyticServices
Cost Center InformExecutives
Empower Workers
Monitor Performance
Drive theBusiness
Drive the Market
BI Unaware Shadow ITMinimal
EngagementIT Executive
Sponsor Business Exec
SponsorsHolistic BIStrategy
BI Maturity
Maturity increases value & decreases cost
St f B i I t lli M t it
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44 Services ConsultingConfidential
Stage 2:
Inception
Stage 3:
Refinement
Stage 4:
Consolidation
Stage 5:
Enhancement
Stage 1:
Baseline
Stage 6:
Innovation
Stages of Business Intelligence Maturity
One-off Reports Spread SheetsOperationalDashboards
Line of BusinessDashboards
BusinessProcess
Dashboards
Customer Facing
Dashboards
Operational Data Spread-marts Data MartsData
WarehousesEnterprise Data
WarehouseAnalyticServices
Cost Center InformExecutives
Empower Workers
Monitor Performance
Drive theBusiness
Drive the Market
Operational Data Stores On-line Analytical ProcessingEnterprise Data
ModelBig Data
Defined ToolsetMultiple Tools
Meta DataCumbersome Data AcquisitionLife Cycle
ManagementAutomated Data
Quality
Stove Pipe Architectures Robust & Scalable Architecture
Project Based Development 5 Year Roadmap
Steward less Minimal SkillsTactical
StewardshipFederatedProcesses
ReportingFramework
BI StrategicCompetency
BI Unaware Shadow ITMinimal
EngagementIT Executive
Sponsor Business Exec
SponsorsHolistic BIStrategy
BI Centers of Excellence
Enterprise DataGovernance
Analytics Center of Excellence
Ungoverned Minimal ProcessPockets of
Governance
AnalyticalCompetency
PrescriptiveAnalytics
Raw DataData
VisualizationInformationDiscovery
DescriptiveStatistics
New ParadigmHistorical Norm
Moving forward to the New Paradigm
Road blocks and capabilities to build at each level of maturity
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45 9/10/2013 Software
Road blocks and capabilities to build at each level of maturity
Spreadsheets + lack of systematic analysis
Budget constraints + poor
data integration + poor dataquality
Slow and lengthy BIprojects + poor datainteractivity
Limited skills and executive
support
Under-developed tools andlimited skills
What’s lacking
Predictive
analytics
Proactive reporting
Information consolidation
Casual data access and analysis
Cognitive
analytics
Pivot tables, operational
reporting
Data modeling, Database anddata warehouse design
Data quality, master data
management
BI & dashboards, KPI metric
design, data governance
Data mining, forecast
modeling, trend metrics
Social listening, sentiment
analysis, pattern recognition
Capabilities tobuild
Biggest inhibitors to realizing value of big data
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46 9/10/2013 Software
Biggest inhibitors to realizing value of big data
30% 30%
22%
13%
5%
Leadership andorganization
Analyticscapabilities and
skills
Infrastructure andarchitecture
Investment,budget, ROI
Risk concerns(security, privacy)
4.4 M big data jobscreated globallythrough 2016. Only1/3 will be filled
Unstructured data
hard to analyze
Raw-data-to-insights
latency (time-to
action)
Need to exploit
diverse content
RDBMS/traditional
infrastructure won’t
work
Survey data Gartner – May 2012
Historically data management was based solely on structured data
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47 9/10/2013 Software
Historically, data management was based solely on structured data
Trained Staff
Tool
Data Type
Database ETLData
WarehouseData
ProvisionData
Analysis
Structured
The explosion of data continues to burden the data tool chain
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48 9/10/2013 Software
Petabyte
Exabyte
Zettabyte
Terabyte
The explosion of data continues to burden the data tool chain
Transactional Data
Traditionally, onlytransactional data was
generated and stored in
databases
• Structured
• Measured growth
Human FilesBut over time, westarted creatingunstructured data
• Likes, tweets,relationships (social)
• Sensor data (machine)
• Exponential growth
Social & Sensorshave added
exponentially
mainframe PC internet mobile machine
• Docs, Images, Video• Multiple formats
• Fast growth
Resulting in a complex environment today
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49 9/10/2013 Software
Resulting in a complex environment today Volume/velocity/variety and disparate systems have fractured the tool chain
Structured
Text
Sensor
Social
DB ETL DP DA
DB ETL DP DA
DB ETL DP DA
DB ETL DP DA
Trained Staff
Tool-Chain
Data Type
DW
DW
DW
DW
Structured
DB ETL DP DATrained Staff Tool-Chain
Data Type
DW
Analysis
Analysis
Analysis
Analysis
Analysis
Trained Staff
Tool-Chain
Data Type
Trained Staff
Tool-ChainData Type
Trained Staff
Tool-Chain
Data Type
The needed approach minimizes the complexity and enables analyzing all data
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50 9/10/2013 Software
• Innovative
Informationmanagement fosterscollaboration betweenIT and LOB
• Analyze all data toyou can break down
the data silos andadvance your business objectives
• Empower morepeople to discover opportunities byoffering self service
access to data
The needed approach minimizes the complexity and enables analyzing all data
Structured, Text, Sensor andSocial
DBETL
DP DADW
Analysis
One Vendor – Complete Tool Chain - All Data
The Big Data ecosystem
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51 9/10/2013 Software
The Big Data ecosystem
M o v
i n g U p t h e S t a c k
Hardware InfrastructureServers, Storage and Networking
Information Management/ Ent. Search Architectures, policies, and process, for data lifecyclemanagement. (controlled, optimized, access, searched)
BI ToolsDashboards, Reporting
ETL and Data IntegrationBulk, Real-time
Advanced AnalyticsPredictive Modeling, Data Visualization tools
Database Management SystemOLTP, Relational, SQL, NoSQL, NewSQL, Columnar, Pig
Data WarehouseOLAP, Hive
Serviceconsiderations
Consulting
Implementation
Support
Maintenance
Training
Big Data Hosted
Services
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52 9/10/2013 Software
Dell’s Point of View
on Analytics
Education Analytics for Higher Education
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53 Copyright 2013 Dell Inc.Prepared by
5 Confidential
During a five-year period,
taxpayers spent over $9 billion to
support college students whodropped out before their
sophomore year.1
• Recruitment and retention
• Sound fiscal management
• Operational efficiency
• Efficient and reliable complianceand reporting
• Grant success tracking
• Monitoring of PK-20 data (all of education plus the workforce)
• Gainful employmentMeasurement / WorkforceReadiness
53 Confidential Global Marketing
Education Analytics for Higher Education
“Saving 1 percent in Student
Retention can save my
University’s bottom line
$1M a year”
CIO Major University
1. American Institutes for Research (AIR). http://www.air.org/news/index.cfm?fa=viewContent&content_id=988
http://www.air.org/files/AIR_Schneider_Finishing_the_First_Lap_Oct101.pdf
What is your BI and Analytics roadmap?
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54 Confidential Services
POC (opti onal) • Specific Use Case
• Produce new businessinsights
• Demonstrate data &technology feasibility
Readiness
Assessments
• Strategy and Roadmaps
• Data readiness
• Technology readiness
• Business cases
21
Our Key Offerings
Technology Capabilities Sharing Key Experiences
Major universities, large banking and financialinstitutions, large healthcare systems, keydata distributor, etc.
need actionable
information
Educators need new
business insights
Decision making
requires holistic view
of enterprise data
Existing DW and
BI investments need
to be leveraged
Analytics Engines: SAS, R, SPSS Analytics Delivery Platforms: MS BI, SAP HANA & BOBJ,
SharePoint
Data Visualization Tool: Tableau, QlickView, MS PowerView
Data Engine: SAP HANA, MS SQL, Oracle
Solut ion
Implementat ion
• Model DLC • Leverage Dell DW and
BI delivery capabilities
• System Integration
3
Advanced Analytics Offerings
Managed Servic es • Continuous model
improvement • Subscription model
• Expanded use cases
4
Ideal solution approach
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55 9/10/2013 Software
Ideal solution approach
Analytics
Sophisticated NLP, machine learning, predictive modeling,
sentiment analysis, SNA, and visualization. No
Hadoop/MapReduce programming expertise required
Analyze
unstructured,
structured and
semi-
structured datafrom a single
work-bench
Search
Interactive and intuitive. Search interface allows businessanalyst to explore and exploit all data resources
Visualization
Interactive web-based authoring empowers business users
to perform analysis, visualize results and take decisions
Analytical
Producer
Analytical
Consumer
Capabilities
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56 9/10/2013 Software
Capabilities
Natural languageprocessingDerive value from the vast
sources of unstructured text and
scanned content from archives
Entity extraction
Easily extract entities from rawunstructured text.
Machine learning
scalable machine learningprovides the ability to trainalgorithms over time for predictive analysis and pattern
recognition
Social network analysis
Ability to identify unknownrelationships in social networks.
Search
Leveraging industry' powerfulsearch platform with full-textsearch, hit highlighting, facetedsearch and real-time indexingprovides insight into largevolumes of data.
Sentiment analysis
Decipher true meaning behindunstructured text.
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57 9/10/2013 Software
A case for advanced
Analytics
Student Retention
Dell Technology Helps College Students
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58 Copyright 2013 Dell Inc.Prepared by
Learning Management System Ecosystem
Dell Technology Helps College Students
Transition to a Successful College Experience
Assess
Risk
Inform
Student &
Faculty
Educate& Intervene
Take
Action
Integrate
Data
BI Analytics
Dell Student
Retention Model
& Products
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59 Copyright 2013 Dell Inc.
Prepared by
Dell Student Retention Model
Dell Student
RetentionPredictive
Analytics Model
StudentAdvisor
Reports &
Alerts
Reports &
Alerts
Model
Variables
Early Intervention
Risk
Factor
• Ethnic Group
• First Generation Flag
• Gender
• Resident Status
• High School GPA
• ACT/SAT Score
• Current GPA
• Has PELL Grant
• Campus Activities
• Student Data
• Course Data
• School & Faculty Data
S-Score
Advanced BI and Analytic Reporting
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60 Copyright 2013 Dell Inc.
Prepared by
Advanced BI and Analytic Reporting
• Exec Leadership
• Administration
• Financial Aid
• Institutional Research
• Departments
• Faculty
• Students
• Financial Aid
• Counselors
Dell Student Retention: Data -> Insight -> Action
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Use Case: Automatic rule-based alerts for contact initiation
LMS DB
DSR Rules
DSR DB
Email Alert
1. New academic
activities imported
into DSR
DSR Model
3. Student Risk
Score is published
4. Student‟s risk score
reaches alert threshold
5. Email/Text alert sent to
Advisor and Student
2. Student Risk
Score is updated
DSR BI
6. Advisor
receives
risk report
Calendar 7. Advisor sends out
iCalendar
8. Student accepts
meeting invite
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62 Copyright 2013 Dell Inc.
Prepared by
Cultivating Student Success with Insights
Marketing Recruit AdmissionFinancial
Aid
Enrollment Education Retention GraduationAlumni
Outreach
Targeting
Success
Potential
Address
Financial
Risk
Risk
Assessment
Program
Planning
Course
Planning
Select
Effective
Approach
Closely
Monitor
Measure &
Adjust
Following
Career
Success
Exec ManagementInstitutional Research
Student Retention Model Adoption Process
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63 Copyright 2013 Dell Inc.
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Analytics Development
Lifecycle (ADLC)
Student Retention Model Adoption Process
Dimensional
Student Retention
Model
Student
Demographics
Course
Enrollment
Historical Cohort Data
Student
Grades
Other
Activities
Scores
(Risk & Performance)
Alerts
Actions &
Improvements
Dimensional DataIntegration
Variable
Mapping
ModelValidation
ModelDeployment
ModelMonitoring
Model
Tuning
BI Development Lifecycle
Moving Beyond Prediction- Advanced Analytics in Action
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64 Confidential Services
OriginalPrediction
NewTarget
Why How
• Target driven analytics
• Focus on changingthe outcome
Prediction
• Traditional approach
• Focus on prediction
• Limited to known facts
Target
• Advanced Modeling
• Actionable Levers
• Testable & Repeatable
• Alerting business outcome
• Testable & repeatable results
• Operationalization
NewReality
A c t i o n s
Lift of BusinessOutcome
Prediction
New ParadigmCurrent Norm
• Lever -1
• Lever -2• Lever -3
Success
1
2
3
Open Integration with Your Existing Systems
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Dell
Student
Retention
Product
p g g yProduct Neutral, Customizable, Complete Stack
*.edu
Data Adaptors
Student Retention ModelOther BI Platform
Dell QSDW