Presented by: Michele Rushing Southern Illinois University, Carbondale Presented at: CUMREC 2002

1. Orchestrating a Successful Consulting Engagement Presented by: Michele Rushing Southern Illinois University, Carbondale Presented at: CUMREC 2002 Minneapolis, Minnesota May 14, 2002

2. Outline • Introduction • Defining the Project • Assembling the Project Team • Technology Considerations • Selecting Consultants • Working with Consultants • Post-Project Considerations

3. Introduction

4. Introducing ... • Chartered in 1869 • Multi-campus • Comprehensive • state-supported • institution • Internationally • recognized • programs

5. at Carbondale ... • Located in • Carbondale, Illinois • Enrolls approximately • 22,000 students • Carnegie II Research • Institution • Home to • Saluki Athletics

6. Define The Project What do we need to do and why? ? ? ?

7. Define the Project Why is this project needed?... • Higher education industry • is changing • Technology advances • Don’t have expertise available to address this project

8. Define the Project Project Mission ... Engage the consulting group in a contract which will allow the necessary transfer of knowledge for creating an analytical tool to attribute tuition revenue at Southern Illinois University at Carbondale

9. This way! Problem Define the Project Decide on Goals & Objectives ...

10. Assembling the Project Team Who?

11. Assembling the Project Team • Secure high-level • executive • sponsorship of, • support for, and • participation in-- • the project

12. Assembling the Project Team • Include team • members with a • functional • background Technical Functional

13. Tuition-Iwaivers-Swaivers Tuit_Cnt Effective Tuition Rate Assembling the Project Team = ? ? ? ? Functional Technical

14. Assembling the Project Team • Include a • customer on • your team Customer Functional Technical

15. Assembling the Project Team • Achieve “buy-in”

16. What’s a datamart? Assembling the Project Team • Train the Team

17. Technology Considerations Do we need technology? ? ? ?

18. Computer- Based Report Paper- Based Knowledge- Based Technology Considerations • What type of • data is needed, • and where is it?

19. I can’t hear you! Technology Considerations • Determine technology needs

20. Now I can hear you! Technology Considerations • Select, purchase, install technology components and applications

21. Technology Considerations • Install applications

22. Technology Considerations • Identify and clean data files

23. Selecting Consultants Who do we hire? ? ? ?

24. Help! Selecting Consultants Define Consultant … “An individual with specialized skill and knowledge who is contracted to accomplish (or assist in accomplishing) an assignment in an unprejudiced manner and independent of other responsibilities”

25. Selecting Consultants • DEMAND consultants with experience in your industry • Do your homework • Ask for a site visit

26. Working With Consultants

27. Working With Consultants • Include them as a member • on the team • -Contact early in the planning process • -Establish good working relationship • -Discuss engagement

28. Working With Consultants ? • Go as far • as you can • without • them Start

29. Working With Consultants • Prepare a project plan and follow it

30. Working With Consultants • Be prepared • when they • get there

31. Working With Consultants • DEMAND knowledge transfer • Communicate, communicate, communicate

32. Post-Project Considerations

33. Post-Project Considerations • Data Maintenance • Program Maintenance • Data Quality • Project Expansion • End-User Training • Competition with Existing Data • Web Access

34. Remember that good idea early in the project? Post-Project Considerations • Revisit Other Areas