ellucian live 2014 presentation on reporting and bi

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Presented by: Kent Brooks and Dallen Griffith Casper Wyoming Community College Gayle Jaacks, Ellucian Sr. Project Manager, Ellucian April 7, 2014 Session ID 1610 Seven Colleges’ Journey to one Statewide Reporting System

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The Wyoming Community College State System made the strategic decision to migrate seven community colleges to the Colleague by Ellucian SQL platform and deploy BusinessObjects as their reporting solution with the strategic goal to develop one state-wide reporting solution. This session will feature Caper College's journey, the collaboration with all six colleges, and a review of the data design and reporting strategy from the reporting solutions consultant.

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Page 1: Ellucian Live 2014 Presentation on Reporting and BI

Presented by:

Kent Brooks and Dallen Griffith

Casper Wyoming Community College

Gayle Jaacks, Ellucian

Sr. Project Manager, Ellucian

April 7, 2014

Session ID 1610

Seven Colleges’

Journey to one

Statewide Reporting

System

Page 2: Ellucian Live 2014 Presentation on Reporting and BI

Session Rules of Etiquette

• Please turn off your cell phone/pager

• If you must leave the session early, please do so as discreetly as possible

• Please avoid side conversation during the session

Thank you for your cooperation!

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Page 3: Ellucian Live 2014 Presentation on Reporting and BI

Session Rules of Etiquette

• Conference Hashtag #elive14

• @kentbrooks

• @dallengriffith

Thank you!

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Page 4: Ellucian Live 2014 Presentation on Reporting and BI

Agenda

• State of Wyoming Commission Project

Goals

• Wyoming Environment

• Project Time Line

• Project Phases

• Describe Solution

• Lessons Learned

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Page 5: Ellucian Live 2014 Presentation on Reporting and BI

Wyoming Community

Colleges and

Commission Goals

Page 6: Ellucian Live 2014 Presentation on Reporting and BI

Seven Colleges’ Journey to One Statewide

Reporting System

Problem:

• State Commission Office provides aggregate

reports to multiple state, federal and regulatory

entities.

• Timing, consistency and accuracy were ongoing

challenges.

• Commission frequently wrote reports and

delivered to all colleges to run to attempt to gain

efficiency and consistency.

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Page 7: Ellucian Live 2014 Presentation on Reporting and BI

Project Goals:• Migrate all seven community colleges to SQL platform.

• Design a standard data set for each college to send to

the Commission Office.

• Design a reporting system to allow the Commission

office to report on behalf of the colleges to multiple

constituencies.

• Provide all Institutional Research Offices the same data

conventions for cumulative reporting and sharing

reports.

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Page 8: Ellucian Live 2014 Presentation on Reporting and BI

Wyoming Community

College Commission

and Campus

Environment

Page 9: Ellucian Live 2014 Presentation on Reporting and BI

Wyoming Community College System

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Page 10: Ellucian Live 2014 Presentation on Reporting and BI

Wyoming Community College System

• Seven Community Colleges

• 20+ years on Colleague Unidata

• College’s historically attempted to maintain

the same validation and code file naming

conventions.

• Institutional Research offices worked

collaboratively to define a standard reporting

data set.

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Page 11: Ellucian Live 2014 Presentation on Reporting and BI

System Solution

Page 12: Ellucian Live 2014 Presentation on Reporting and BI

Solution

• Simultaneously migrate all colleges to Colleague

SQL Environment

• Implement Business Objects , ODS and

Dashboard for each campus and the

Commission Office

• Design a standard data set to accommodate

reports

• Develop data standards

• Design a system to transmit data from the

Colleges to the Commission for reporting.

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Page 13: Ellucian Live 2014 Presentation on Reporting and BI

Solution Time Line

Page 14: Ellucian Live 2014 Presentation on Reporting and BI

Planning PhaseI

Business Object Training

& Consulting

Business

Objects

Consulting

SQL Migraiton - Data Cleansing and

Custom Preparation

TIMELINE PROJECT TIMELINE

JulyMayAprilMarchFebJan.Nov.Oct.SeptAug Dec June

18 Month Project

ALL Campuses LIVE on

CROA and migrated to

SQL

Page 15: Ellucian Live 2014 Presentation on Reporting and BI

Deploy State-wide Reporting

Commission

Warehouse Assessment

TIMELINE PROJECT TIMELINE

JulyMayAprilMarchFebJan.Nov.Oct.SeptAug Dec June

18 Months

Page 16: Ellucian Live 2014 Presentation on Reporting and BI

Solution Design

Page 17: Ellucian Live 2014 Presentation on Reporting and BI

CROA Architecture – Another Viewpoint

Colleague

Universe

Metadata

Crystal

ReportsInfoView

Web Intelligence

Dashboards

Operational

Data Store

SQL

Page 18: Ellucian Live 2014 Presentation on Reporting and BI

Centralized ODS @ Wyoming CCC

ODS

ODS

ODS

ODS

ODS

ODS

ODS

CC

CWC

EWC

LCCC

NWC

NWCCD

WWCC

BU

BU

BU

BU

BU

BU

BU

Create State

Subset SQL DB

Back Ups

CC

CWC

EWC

LCCC

NWC

NWCC

D

WWCC

Back Ups Uploaded

to WCCC ODS Server

WCC

C

Secure

Transmission

to WCCC

Page 19: Ellucian Live 2014 Presentation on Reporting and BI

Revision - Institution Research

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Page 20: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

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Kent Brooks and Dallen Griffith

Page 21: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Phase I Uni Data to SQL

– Hardware/ Software

– Data Preparation

– Custom Applications

– Test Migration/ Testing

– Go Live

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Page 22: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Hardware/Software

– Hp 3000 Chassis

– We installed basics

• OS

• SQL

– Ellucian Installed and Setup Colleague

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Page 23: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Data Preparation

– Start as soon as possible

– Long Process

– Don’t Be afraid.

– Be Aggressive

– Get end users involved

– DMIG will still find errors.

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Page 24: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Custom Applications

– Re-think Processes

– Great opportunity

– CROA

– We failed to migrate a few key programs

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Page 25: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Test Migration/ Testing

– First Migration Took a Week

– Test Plan

– Held end users hand.

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Page 26: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Go Live

– Started Friday 5:00 PM

– DMIG failed

– Hyper links

– Phased Approach to releasing new system

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Page 27: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Phase II CROA Implementation

– Hardware/Software

– Training

– ETL

– Testing/Go Live

– State Reporting System

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Page 28: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Hardware/Software

– Same HP Hardware

– We Installed OS and SQL

– Ellucian installed CROA and Built DB

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Page 29: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Training

– Took Recommended classes

– Paid for extra consulting time

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Page 30: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• ETL

– Built in to Ellucian

– Resolve errors frequently

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Page 31: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Testing / Go Live

– Run alongside Query builder

– Did this Migration during migration to sql

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Page 32: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• State Reporting

– Test Site

– Most work was done by Ellucian

– Separate db

– Common IR universe

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Page 33: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

• Phase III

– Beyond CROA to Business Intelligence

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Page 34: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

“We don’t have enough data….the

sample size is too small”

-Moneyball

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Page 35: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

The Data Challenge (Part 1)

• We have Web Intelligence but are lacking

the ability to create reports from our whole

data set.

• SAP( for example) = good daily reports but

no ad hoc, no visualization no dashboards

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Page 36: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

The Data Challenge (Part 2)

• We are being asked to be wise stewards

of state resources about a field that is

brand new

• The skills we are being asked to learn to

do this right are in addition to all the other

things we must know

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Page 37: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

Overcoming the Data Challenge

• TDWI

• BI Scorecard = http://tinyurl.com/l6u76yl

• Higher Ed BI Conference = NKU

• HEDW = http://www.hedw.org

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Page 38: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

Observations for the BI Tenderfoot

• Getting a common set of definitions is

important

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Page 39: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

Observations for the BI Tenderfoot

• We are decent at collecting data but not at

turning data into useful and timely

information

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Page 40: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

Observations for the BI Tenderfoot

• Not one tool does everything

• Even if you say you have a Data

Warehouse you can only say you're doing

Business Intelligence if you have tools to

change data into useful information.

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Page 41: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

Observations for the BI Tenderfoot

• We need collect more data more rapidly

and turn it into information

• There is never enough resources allocated

to education

• The perfect is the enemy of the good

• People matter more than technology

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Page 42: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

Observations for the BI Tenderfoot

• Premise options give more options and

capabilities for customization than cloud

options

• This is all brand new, you need a data

scientist but they are not

common….yet

• The only KPI that matters is user adoption

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Page 43: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

After all of this…

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Source: http://thedoghousediaries.com/

Page 44: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

Our main discovery after this project:

Our immediate needs/gaps are still

real-time Ad Hoc Reporting and

analysis.

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Page 45: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

CROA for daily reporting combined with

other tools for:

• Data Visualization

• Charts/ Graphs

• Mobile

• Analysis

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Page 46: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

…is a very reasonable solution.

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Page 47: Ellucian Live 2014 Presentation on Reporting and BI

The Experience

CROA for daily reporting combined with

other tools for:

• Data Visualization

• Charts/ Graphs

• Mobile

• Analysis

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Page 48: Ellucian Live 2014 Presentation on Reporting and BI

Thank You!

Presenters

Kent Brooks, Dallen Griffith and Gayle Jaacks

Presentation Available on Ellucian Conference Site

or

http://bit.ly/1h8LfEI

Please complete the online session evaluation form

Session ID 1610

.

© 2014 Ellucian. All rights reserved.

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