Business Intelligence + Institutional Research: Shotgun Wedding or Marriage Made in Heaven? (287772417)

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



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, + -



/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



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



Agenda

-. UA e@perience in com#ining I% and"I

+. $hat other institutions are thinking

and e@periencing=. *onclusions 0 recommendations

5



&ection - UA 7@periencein *om#ining I% and "I



Announcement





AfterB

9



)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



)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



)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

$



$ 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



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



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





&ection + $hat GtherInstitutions Are

7@periencing and (hinking



As Pogi "erra put itB

M$hen you come to a

fork in the roadB

take it:N

18



&hotgun $edding'

19



Gr Carriage Cade in )eaven'

20





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



&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



"est %esponse

MI a#solutely think that "I and I%should #e com#inedBand it shouldreport to me:N

Anonymous

24



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



Carriage #y the ;um#ersSInterviews

2!

024!8

101214

Senti"ent # $nter%ie

C i # th # S



Carriage #y the ;um#ersSAAU/7

27

05

101520

25303540

Senti"ent # 'oll at ((U $) *onference+ (pril+ 2015

$ / I% "I % t



$ 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



$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



)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



"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



)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



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



)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.



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



)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!





*ommon *ultural /iJerences

38

ommon u tura / erences



ommon u tura / erences5cont.8

39



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



&ection = *onclusions 0%ecommendations



*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



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



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



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



%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!





48

An w t a ; ce up o



An w t a ; ce up o*oJeeB

49



$rap Up

(h k



"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



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'



Documents

Business Intelligence + Institutional Research: Shotgun Wedding or Marriage Made in Heaven? (287772417)