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Emory Analytics Training: Developer Course Application Instructions

1. Complete the application in full. All fields are required.2. Incomplete applications will not be considered.3. Project proposals that do not adhere to the Proposed Project Guidelines will not be considered.4. Your immediate supervisor and Senior Business Officer of your school/unit must sign the application prior to

submission.

Application Deadlines

Application Due: May 13, 2020

Final Decisions: Late June 2020

Resources

Emory Analytics Training Program website

Contact Enterprise Data Analytics & Strategic Support team at [email protected]

Emory Analytics Training Schedule 2020

Who is the Ideal Candidate?

Roles & Expectations

Proposed Project Guidelines

Data Sample Guidelines

Developing a Project Proposal

Submit completed application to [email protected]

http://ebi.emory.edu/training-knowledge/CAT/index.html

mailto:[email protected]


http://ebi.emory.edu/documents/EAT_Developing%20a%20Successful%20Proposal.pdf

http://ebi.emory.edu/documents/EAT_Data%20Sample%20Guidelines.pdf

http://ebi.emory.edu/documents/EAT_Proposed%20Project%20Guidelines.pdf

http://ebi.emory.edu/training-knowledge/CAT/index.html

Emory Analytics Training: Developer Course Application Applicant Information

Applicant Name: ___________________________________________________________________________________

EMPLID: _____________________________________________ NETID: _______________________________________

Applicant Email: Applicant Phone:

Applicant Job Title:

Department Name: _________________________________________________________________________________

School/Unit: _______________________________________________________________________________________

How long have you worked at Emory?

How long have you been using the Emory Business Intelligence (EBI) analytics tool?

How many years have you worked with data and/or data analytics?

Sponsor Information

Supervisor Name: ___________________________________________________________________________________

Supervisor Email: Supervisor Phone:

Senior (Sr) Business Officer Name: _____________________________________________________________________

Sr Business Officer Email: Sr Business Officer Phone:

Program Fees

For 2020, the program fee will be assessed as the financial impacts from COVID-19 are further understood. Should your application

to the program be accepted, we will communicate with you directly about the fee. Please provide the 10-digit SpeedType to be used.

SpeedType:

Emory Analytics Training: Developer Course Application Project Information

Section I: Business Question & Process

1. Please state, in the form of a question, the business concern to be addressed by this project. For example: how has customer satisfaction changed over time and what are the primary drivers for the

changes?

2. Why is it important to your school/unit to answer this question?

3. How would the proposed project impact decision-making within your school/unit?

Emory Analytics Training: Developer Course Application Project Information (cont’d)

4. Describe your experience with the data and business process to be analyzed by this project. Provide specific examples of your role in the business process and/or how you have used the data related to this process for your school/unit to inform decision-making.

5. How do you intend to analyze the data to answer this business concern? Be as specific as possible.


Section II: Data & Development

1. Describe how you have used data and data analysis to analyze and inform business operations/decision making. Provide specific example(s).

2. What is the source system(s) for the data needed to complete the proposed project (eg: Compass, OPUS, Slate, Fundriver, etc.)?

3. What specific data is needed from the above source system(s) to complete the proposed project (eg: travel and expense data, student enrollment data, endowment data, etc.)?


4. Is any portion of the data needed currently available in existing EBI reporting? If so, please provide the name of the EBI report(s).

5. For data acquired outside of EBI, please provide a small data sample. See the Data Sample Guidelines document for requirements.

a. Application will not be considered if a data sample is not submitted.

6. Are you able to answer the proposed business question today? a. If yes, describe the process (i.e. does it require multiple reports/source systems? is there a way to answer

it with current reporting?). b. If not, describe how you would obtain the necessary data to answer the question?


Section III: Dashboard Design & Use Case 1. Who would benefit from an analysis of this data (i.e. who is the target audience)? 2. How do you envision your target audience interacting with your analysis? 3. What do you anticipate providing as a final product to assist your school/unit to inform decision making about

this business concern? 4. What additional business questions might be answered by this data/analysis? Please describe.

Emory Analytics Training: Developer Course Program 2020 Schedule

Date Time Topic

July 9 2:00 – 3:00 PM Orientation for Participants and Sponsors/Supervisors

July 9 3:00 – 5:00 PM Kick Off Social Event – EAN Happy Hour

July 13 9:00 AM – 12:00 PM Data Governance/Institutional Research

July 16

9:00 AM – 12:00 PM

LITS/DWBI

July 21

10:00 AM – 4:00 PM

SQL Basics (Part 1)

July 22

10:00 AM – 4:00 PM

SQL Basics (Part 2)

Week of July 27 10:00 AM – 4:00 PM Daily

Analytics Tools Training

August 4 10:00 AM – 4:00 PM Overview of the Data Warehouse

August 6 10:00 AM – 4:00 PM Practices/Process for Dashboard Development

August 12

10:00 AM – 4:00 PM Stakeholder Engagement & Dashboard Design

Mid-September

Date & Time TBD Translating Analytics for Campus Use

August 3 – October 26 Varies Individual Capstone Project Development

October 27 1:30 – 4:00 PM Practice Capstone Presentation

November 10 3:00 – 5:00 PM Capstone Showcase and Graduation

Emory Analytics Training: Developer Course Application Roles and Expectations

Overview This document defines the roles and expectations of participants in, and contributors to, the Emory Analytics Training Program. The expectations outlined below are intended to ensure the ongoing success of the program participants. Applying to the Emory Analytics Training Program indicates agreement with the expectations outlined below. Role: Sponsors/Supervisors

• Review the Ideal Candidate document to ensure applicant meets requirements before signing application • Work with the applicant(s) to identify a business question unique to your organization to become participant’s

capstone project (e.g.: student recruitment vs. enrollment; faculty recruitment cost vs. success rate) • Provide time for participants to engage fully in the scheduled training days and related project work • Facilitate introductions between participant and stakeholders as needed and encourage stakeholder

engagement with project • Assist participant in navigating and removing organizational barriers to support project completion • Attend kickoff and graduation events in support of participant • Encourage and support continued participation in the Emory Analytics Network (campus-wide analytics network

for sharing ideas and professional development) and continued applied use of skills gained during training • Agree to the program fee and provide a SpeedType

Role: Applicant/Participant • Complete the application packet and submit to your direct supervisor and Senior Business Officer in your

school/unit for review and signatures • Submit the completed application packet once all required signatures are acquired • Attend all sessions in person. The curriculum is progressive, and each session builds upon skills and knowledge

gained in prior sessions. See the Emory Analytics Training Program Schedule for details. • Actively engage with fellow participants in your cohort • Arrive early and be prepared to learn and share ideas at the scheduled start time • Complete all project related assignments by deadlines outlined in syllabus • Communicate with stakeholders throughout project development • Present final project at graduation event • Participate in ongoing quarterly meetings of the Emory Analytics Network • Utilize analytical skills acquired on an ongoing basis to support your organization and analytical skill

development

Role: Analytics & Reporting Team/Trainers • Provide overall coordination, planning and evaluation of the program • Work with participants to refine project ideas • Develop thoughtful, progressive sessions that will enable success in development of ad hoc reporting • Communicate key deadlines, syllabus, and expectations to participants, sponsors, and supervisors • Convey learning objectives through a variety of learning styles • Mentor participants through completion of capstone project • Convene and participate in ongoing quarterly meetings of the Emory Analytics Network

Your signature below indicates that you have read, and agree to, the expectations listed above. Electronic signatures are accepted. _________________________________ _________________________________ _________________________________ Applicant/Participant Date Supervisor Date Sponsor Date

Submit completed form to [email protected]


Emory Analytics Training: Developer Course Application Resources

Emory Analytics Training: Developer Course Revised 5.15.2019

Emory Analytics Training: Developer Course Ideal Candidate Description

The Emory Analytics Training: Developer Course is a rigorous 12‐week training program that enables users to develop localized reporting for their department or business unit. Participants will be trained in data governance, the report development process, basic SQL, analytic and visualization tools, and best practices. By the end of the program, participants will have completed a capstone project that meets a reporting need in their area and will have the skills to develop analytic reports for future needs. The ideal candidate to participate in the Emory Analytics Training: Developer Course and become a Certified Analytic Report Developer (CARD) will possess or demonstrate the ability to learn the following skills/characteristics: Required skills:

Analytics and reporting should be a component of their regular job and part of their professional development plan.

Demonstrated experience with the organizational business process to be analyzed and the underlying data.

o Example: Business process = Student recruitment vs. enrollment Underlying data = Opus enrollment data combined with organizations internal

recruitment and application system o Example:

Business process = Faculty recruitment cost vs. success rate Underlying data = Financial records in Compass detailing recruitment expenses

combined with applicant data and new faculty count Familiarity with currently available reporting (if available) for that business process. Willingness to work with stakeholders at a variety of levels within the organization. Willingness to take ownership of complex project, and independently problem solve. Be intellectually curious, adaptable, detail oriented Comfortable working with technology and openness to learning new tools

Preferred skills:

Ability to translate business questions asked by stakeholders into meaningful analytic reporting Familiarity with running and customizing reports in the Emory Business Intelligence (EBI) tool Ability to grasp complex processes or systems Creative Logical Experience with analytics tools (i.e. Tableau, Power BI, Oracle)

Attendance:

Applicants MUST be available to attend all trainings and events in person. Check the schedule prior to applying.


Emory Analytics Training: Developer Course Proposed Project Guidelines

Minimum Requirements Please review the minimum project requirements, outlined below, prior to submitting your application for the training program. Proposals submitted that do not adhere to these requirements will not be considered.

Projects should address a concern specific to the school/unit of the attendee that is not met by the current EBI reporting system

Projects should be limited to analysis of one business process and all data used should be related to this process

The final product should be limited to one dashboard Stakeholders should include your CBO or equivalent, the DA&SS team, and the BI/Data

Warehouse Architect Applicant should already have access to the data required for the proposed project. Acceptance

into the program does not circumvent data security policies/procedures (Labor, FERPA, HR, etc.).

Data must be accessible and ready for use at the time of project submission o Limited instances of null values in data set o Data should be reliable and definable


Emory Analytics Training: Developer Course Data Sample Guidelines

If the data is not currently available in EBI, a data sample must be provided with the application. The data sample should meet the following criteria:

No more than 50 columns No fewer than 1,000 records, but no more than 250,000 records (rows) Data must include measurable numeric values, and should include a variety of other data types

(i.e. dates, text, distinct IDs, measurable numeric values such as dollar amounts, credit hours, etc.)

Acceptable formats include Excel (.xlsx) and CSV Data should be in a flat file – one row of headers, repeated rows of detail. No additional

formatting (see below example)


Emory Analytics Training: Developer Course Developing a Successful Proposal & Project

The following is intended to aid applicants in developing ideas for projects that could be successfully accomplished during the timeframe of the training program. Following this advice does not guarantee admittance to the program or a successful final project. Business Question & Process

It is important for the applicant to have a decent understanding of the business process to be analyzed, so that their time spent during the program is focused on the analytics and tools, rather than learning the business process.

The business process to be analyzed should be systematically tracked using straightforward and consistent logic, with limited exceptions. If the business process is new, or is a suggestion rather than a rule, it will be difficult to analyze the data and provide meaningful results or insight. Examples:

o A business process with systematic data: children go to school Monday through Friday, with the exception of holidays.

o A business process that is systematic but has exceptions that are not systematic: children go to school Monday through Friday, with the exception of holidays, when it rains, or if they eat breakfast before school.

o A business process that is not systematic: children go to school any day of the week that they want to.

The proposed project should have a clear ROV (Return on Value) to the applicant’s school or unit. Analytics produced from the project should drive decision‐making around a business process that has intrinsic value to that school or unit. Examples:

o A business question with clear ROV: which region has increased demand for widgets and how can we increase sales in that region?

o A business question without a clear ROV: how many employees wear green shirts on Fridays?



The proposed business question should seek answers beyond what happened in the past. The

information from the past can and should inform the analysis in the project, but the project should be used to guide future decision‐making. A good business question leads to analytics that can be at minimum diagnostic in nature, and ideally predictive or prescriptive. An Analytics Maturity Model is provided here for clarity.

Examples:

o A good business question: what is the 10‐year trend of widget demand and what are the factors that influence demand for widgets?

o A poor business question: How many widgets did we produce in 2015?



Data

Experience with the data required for the project is critical. If the applicant is not familiar with the data, it will be extremely difficult to produce a successful and meaningful project.

Access to the data prior to submitting an application is strongly recommended. If you do not have access at the time of the application, you should complete all requirements needed and receive access to the data prior to the program. PLEASE NOTE:

o This program does not give you access to data that is not already contained in EBI. o This program does not grant access to protected data (Labor, FERPA, HR, etc.)

Select a project that utilizes data that is accurate and reliable.

Select a project that has reliable data for an extended period of time.

Examples:

o A good data set: data that is available for 5+ years with no significant process change during that time

o A poor data set: data that is available for less than 5 years and/or the process has significantly changed over the time the data was collected.

Dashboard Design & Use Case

It is important for the applicant to be familiar with employees that are relevant to or knowledgeable of the proposed business process. These employees can be critical resources for your project development, your access to information/data, and providing feedback on the final project. This could include people who are: process owners, data owners, heavy users, subject matter experts, etc.

When developing the project proposal, applicants should have a clear understanding of the target audience for final project. Keeping the end user in mind can help inform the data you display and how you display it on the project.

Demonstrate that you’ve thought about how you plan to analyze and display the data in the application.

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