Presentation Transcript

1. A Dashboard for the Board of Directors and Campus ExecutivesJanuary 11, 2012CSG@Stanford

   Charles F. Leonhardt leonhardt@georgetown.edu
2. Key Drivers for a Board System Automate Labor Intensive process Go Green: Reduce paper as well as printing and distribution costs Provide online access to the Meeting Board Book to Directors and Senior Administrators in a more timely manner Archive Board materials electronically Extreme focus on information security Mobile Access to Materials Online Voting Online Distribution of University News
3. Selection Process Reviewed system candidate landscape with Gartner consultant Researched Top 15 products Eliminated 10 of the 15 based on literature review (not secure enough, not functional enough, not appropriate for higher education) Demonstrations of the top 5 to UIS staff, focusing on user interface, information security, ease of use, mobile options, use in higher education, cost Selection of Top 2 for a “bake off” Diligent Board Books was the clear winner Only perfect score during UISO Security Review
4. Characteristics of Board Books System In the cloud with redundant data centers across the world 24x7x365 Help Desk for System Administrators, Board Members, and University Officials Training is usually done by gotomeeting.com Excellent information security All materials are encrypted, require passwords to download, can specify document expiration and revocation dates, can be auto erased
5. Pilot Process Contract for a 3 month pilot through June 30, 2011 Office of the University Secretary Built February Board Book online in 3 hours (with complete set of materials) Built May 2011 Board Book for pilot group Small group of Directors were trained to access May materials Full Board trained for accessing October 2011 Book Senior Administrators now being trained for accessing February 2012 Book
6. Key University Metrics Currently Delivered in Board Book ~220 page Management Report (joint effort of academic and admin leadership) Organized in two parts Part I: Integrated Data that cuts across University Units: Students, Faculty/Staff, Research, Financials, Endowment, Services Part II: Organized by Operating Units: Main Campus schools and units, Law Center, and Medical Center
7. Key University Metrics Currently Delivered in Board Book Allows the Board to focus on major university topic area or focus an on operating unit Comes with a commitment to develop an Executive Dashboard Provides the springboard for the content of a dashboard Contains some external benchmarking (which needs to be expanded)
8. Characteristics of Management Report Very Valuable Information Labor Intensive Very Distributed Snapshot: 3 times per year Voluminous (but indexed and searchable) Raw Material for a Dashboard (pending Board and Executive review and comment)
9. Characteristics of a Dashboard More information than a published document Automated Centralized Near Real Time Data Summary Data Ability to Drill Down
10. Moving Forward Create Dashboard in phases using our current BI environment (EDW, Cognos) Deliver the Dashboard via BI Environment AND/OR Frequently Publish an Automated Dashboard in Boardbooks Create an Interactive Display Tool in Boardbooks