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UMES Hawkeye Project and Phase I PeopleSoft Data Integrity Dashboard

Business Intelligence for Higher Education. UMES Hawkeye Project and Phase I PeopleSoft Data Integrity Dashboard. Kenny Gaston klgaston@umes.edu Mark Max mmax@istrategyconsulting.com. Agenda. Introduction Background and Project Objectives Data Integrity KPI’s Dashboard Design Approach

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UMES Hawkeye Project and Phase I PeopleSoft Data Integrity Dashboard

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  1. Business Intelligence for Higher Education UMES Hawkeye Project and Phase I PeopleSoft Data Integrity Dashboard Kenny Gaston klgaston@umes.edu Mark Max mmax@istrategyconsulting.com All Rights ReservedÓ 2007

  2. Agenda • Introduction • Background and Project Objectives • Data Integrity KPI’s • Dashboard Design Approach • PeopleSoft Errors Data Mart • PeopleSoft Data Integrity Dashboard • Demo All Rights ReservedÓ 2007

  3. About UMES • 4,000+ Enrolled Students • 195+ Faculty & Staff • The University of Maryland Eastern Shore (UMES) is a land-grant, historically black college founded in 1886 as the Delaware Conference Academy.   Since its beginning, the institution has had several name changes and governing bodies.  It was Maryland State College from 1948 until 1970, when it became one of the five campuses that formed the University of Maryland.  • In 1988, it became a member of the then eleven campus (now thirteen) University of Maryland System, now known as the University System of Maryland. UMES is approved by the state of Maryland and fully accredited by the Middle States Association of Colleges and Schools. All Rights ReservedÓ 2007

  4. UMES: Project Background Areas of Concern to Monitor: • Data Issues • Retention Concerns • Course Curriculum Issues • Budget & Finance Monitoring • Title III Activities Progress • Image Document Management All Rights ReservedÓ 2007

  5. The Hawkeye Project All Rights ReservedÓ 2007

  6. Preliminary Assessment • Implemented iStrategy’s HigherEd Analytics DW product in 2005 • Established Committees • Data Task Force (Institutional Effectiveness & Assessment) • Retention Committee • Curriculum Committee • Budget & Finance Team • Title III Activities • ImageNow Management • Purchased Microsoft Business Scorecard Manager product in 2006 All Rights ReservedÓ 2007

  7. Hawkeye Project Scorecards to Monitor Performance • Data Integrity (Phase I) • Retention Indicators • Course Curriculum • Budget & Financial forecasting and Operational Statistics • Title III Objectives & Accomplishments • ImageNow Management All Rights ReservedÓ 2007

  8. Hawkeye Project Objectives HawkWeb (PeopleSoft Student Administrative System) HawkTalk (Student Cell Phone) Hawkeye (Performance Dashboards) Housing (Student Housing System) ARMS (Police Department) FRS (Financial Management System) HRS (Human Resources System) ImageNow (Image Document Management) Title III (HBCU Budget Application) All Rights ReservedÓ 2007

  9. Rational for Data Integrity KPI • Consistent With Establishment Of Data Integrity Group In 2003 Whose Charge Was To Ensure High Quality Institutional Data • Accurate Data • Complete Data • Consistent Data • Timely Data • Need For Maintaining High Integrity In External And External Reports – UMES Prepares/Participates In Over 50 Reports/Surveys Every Year • Establishment Of Data Reconciliation Taskforce By Data Integrity Group Demanded That Data Stewards/Owners As Well As Users Review All Data In Data Bases PeopleSoft And Data Warehouse For Quality • Data Reconciliation Taskforce, Data Stewards And Users Need A Tool To Proactively Troubleshoot Data Entered In UMES Databases And Pinpoint Sources Of Data Inaccuracy, Inconsistency, And Incompleteness. • Need For A Tool For Prompting/Training Data Entry Personnel Concerning Inaccuracies In Entered Data All Rights ReservedÓ 2007

  10. Data Integrity Key Performance Indicators (KPI) All Rights ReservedÓ 2007

  11. About iStrategy • Founded in 1999, iStrategy is a privately held firm based in Maryland, specializing in business intelligence and data warehousing • 15+ years experience in data warehousing, analytics and performance measurement across various industries • In 2002, iStrategy was engaged by Gallaudet University to design and implement an enterprise data warehouse • In 2003, we released the PeopleSoft edition of HigherEd AnalyticsTM, the first packaged “analytic application” for colleges and universities • In 2006, completed Datatel version; signed agreement with Datatel to be exclusive distributor to Datatel customers • In the process of building a Sunguard Banner version in collaboration with Drexel University. • Mature product line, approaching 20 installed customers All Rights ReservedÓ 2007

  12. Sampling of Customers All Rights ReservedÓ 2007

  13. Sampling of iStrategy Customers All Rights ReservedÓ 2007

  14. Daily check of PeopleSoft errors Data Quality Dashboard (Microsoft Sharepoint/ Performance Point/ ProClarity) Microsoft SQL Server 2005 Errors KPI Cube • Database Highlights • Daily Error KPI’s • Each error transaction captured in data mart for drill to detail reporting • Daily KPI Trends available Scorecard Errors DataMart Trends ETL for Data Quality Errors Detailed Error Report (SQL Script for each KPI) UMES Data Quality Dashboard Application Architecture All Rights ReservedÓ 2007

  15. Error KPI Framework • KPI Components/Properties • KPI Name • KPI Group/Category (e.g., Admissions, Class Schedule, Records) • SQL Script to identify error conditions in PeopleSoft and load daily error fact table with: • KPI, • EMPL ID, • Term, • As of Date (date of error check), • Reference Information for problem resolution All Rights ReservedÓ 2007

  16. KPI Logic - Invalid MD County INSERT INTO F_KPI (KPIID,TermID,AsOfDateID,ErrorCount,EMPLID,ReferenceInfo) SELECT 111, b.intTermID,@AsOfDateID,1, a.EMPLID, 'Invalid MD County for EMPLID: ' + rtrim(a.EMPLID) + ' COUNTY: ' + rtrim(a.COUNTY) FROM PS_ADDRESSES a inner join D_TERM b on b.bCurrentTerm = 1 WHERE a.ADDRESS_TYPE = 'HOME' and a.STATE = 'MD' and a.COUNTY <> '' and not exists ( select 1 from PS_ADDRESSES z where z.EMPLID = a.EMPLID and z.ADDRESS_TYPE = a.ADDRESS_TYPE and a.EFFDT < z.EFFDT) -- Selecting earliest home address per UMES and EMPLID IN (SELECT distinct EMPLID FROM PS_ADM_APPL_PROG ) and a.COUNTY NOT IN ('Allegany','Anne Arundel','Baltimore City','Baltimore','Calvert', 'Caroline','Carroll','Cecil','Charles','Dorchester','Frederick','Garrett', 'Harford','Howard','Kent','Montgomery','Prince George''s','Queen Anne''s', 'St. Mary''s','Somerset','Talbot','Washington','Wicomico','Worcester') All Rights ReservedÓ 2007

  17. Scorecard Technology:Microsoft Performance Point • Convergence of Scorecards, Dashboards and Analytic Reporting, delivered through Microsoft Sharepoint Portal technology • Replaces Microsoft Business Scorecard Manager, and will eventually replace ProClarity • Currently developed in Community Technology Preview (CTP) version. 1st Official release schedule for September 2007 including new (but still limited) “space aware” OLAP reporting components • Initial releases will continue to integrate ProClarity until ProClarity functionality is completely replaced within Performance Point All Rights ReservedÓ 2007

  18. Demonstration UMES PeopleSoft Data Integrity Dashboard All Rights ReservedÓ 2007

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