A look at the Jisc / HESA National Business Intelligence Service for UK Higher / Further Education and how Information Strategy development and implementation overlaps
Choosing the Right CBSE School A Comprehensive Guide for Parents
Information Strategies for Higher Education and the Jisc / HESA Business Intelligence Service
1. Myles Danson andTeresa Tocewicz, Jisc
July2014
Business Intelligence – an opportunity
afforded by good Information Management
2. Jisc BI Journey to Date
Engage
HESA,
HESPA,
UCISA,
ARC,
AHUA,
UHR,
Guild HE,
UUK
National
research
fed
InfoKitV1
Project
Phase to
road test
V1
Analytics
included
as series
of
reports
InfoKit
updated
Jisc/HE
SA BI
Service
Plans
2010 2010 2011/12 2012/13 2013 2014
Adding value through BI: the view from Jisc
3. What does Business Intelligence mean
to you?
1. BI is an umbrella term that includes the applications, infrastructure and tools,
and best practices that enable access to and analysis of information to improve
and optimize decisions and performance.
2. BI is the use of computing technologies for the identification, discovery and
analysis of business data - like sales revenue, products, costs and incomes.
3. BI simplifies information discovery and analysis, making it possible for decision-
makers at all levels of an organization to more easily access, understand,
analyze, collaborate, and act on information, anytime and anywhere
4. BI is evidence-based decision-making and the processes that gather, present,
and use that evidence base
5. Computer-based techniques used in spotting, digging-out, and analyzing 'hard'
business data, such as sales revenue by products or departments or associated
costs and incomes
Adding value through BI: the view from Jisc 3
4. 4
Examples of attributes of a BI system
Accessible when needed
Concise, pictorial or graphical
Up to date, current
Known update times and intervals
Can select data for [any, or defined] time period
Good, reliable quality and integrity of data items
[All, major] internal information sources are included
Drill-down and roll-up capabilities (zoom in or zoom out;
allowing broader or narrower views, as the user requires)
Easy to understand
And many more….
Adding value through BI: the view from Jisc
5. 5
(Some of!) the challenges
Strategic alignment
Process realignment
Change management
Data usage
Data definition and management
Data visualisation
Vendor issues
And many more….
Adding value through BI: the view from Jisc
12. Jisc / HESA BI Service Objectives
»Promoting sector maturity and capability for BI
»Bring the benefits of BI to wider staff groups
Through;
› Building on HESA expertise and experience of heidi
› New technical service provision with satellite services
› Providing an ‘experimentation area’
› Exploring non-HESA data sets
› Investigating data upload for benchmarking
12Adding value through BI: the view from Jisc
13. What is heidi?
• Higher Education Information Database for Institutions
• Web-based management information tool run by HESA
• Create reports and charts from a broad range of data about HE, and
undertake basic benchmarking
• Subscription service, available to HEI’s and approved stakeholders
• all HEP’s now are automatically subscribed to heidi as part of their
HESA subscription. In addition, 18 not-for-profit national bodies
are subscribed, including funding councils, research councils etc
13Adding value through BI: the view from Jisc
14. Benefits for heidi users
• Saves time and effort trawling books, CD’s and websites to
find the data required
• A living system – continually updated and developed
• Benchmarking
• Extensive data content spanning main HESA collections,
UCAS applications/acceptances, Performance Indicators,
Library Management Statistics, National Student Survey,
Research Assessment Exercise data
14Adding value through BI: the view from Jisc
15. Jisc / HESA BI Service
15Adding value through BI: the view from Jisc
16. Phase 1 (Heidi-Plus)
› Up to date, enhanced service offering analyses, data
visualisations and dashboards based on Heidi/HESA
› Ongoing community generated list of questions
› A range of analyses, visualisations & contextual
supporting information for safe onward use
› Allows users to generate own analyses / visualisations
› Existing Heidi features to allow on site data export
(API)
› Development of training and support materials to
enable best use
16Adding value through BI: the view from Jisc
17. Phase 2 (Heidi-Lab) Features
› Cross institutional collaborative exploratory work
› Explore new analyses / visualisations & sustainability
options based on non Heidi/HESA data sets
› Negotiated access to appropriate data sets
› Produces analyses / visualisations combining sources
› rapid deployment with analysis of demand & options
for sustainability
› Nascent national data catalogue for BI in HE
› Explores cutting edge opportunities eg Jisc LAMP
17Adding value through BI: the view from Jisc
18. Phase 2 (Heidi-Plus) Features
› Explore a new data capture and integration system to
enable peer-to-peer institutional benchmarking
› Data capture to be agile and user controlled
› Provides tools data framework and definitions
› Users choose with whom to share
› A sector led response to the efficiency agenda
› Explore a brokerage service for non partner offers
–Data cleansing, warehousing, interoperability
› Other system developments eg User Interface
› Relevant training, support and advice (linked to IS)
18Adding value through BI: the view from Jisc
19. Timescales
»Milestones
› Project starts 1 July 2014
› Heidi Plus available mid 2015
› Heidi Lab available mid/2015
› Experimentation projects hired early 2015
› Project phase concludes 31 July 2016
19Adding value through BI: the view from Jisc
21. 21
Questions from us
1. In relation to your current role what is the most burning question
that you would like to be able to answer which you are not
currently able to? In short:What would you most like to know?
2. Why do you feel you are currently unable to answer the question
you outlined above?
3. From your point of view, who in your organisation would be
interested in having access to BI information?
4. Thinking about BI systems in your institution, where would you
place it right now on a scale from 1 to 10?
5. We are planning to run a survey on maturity of BI systems in
organisations.Would you be interested in participating, or know
someone who would?
Adding value through BI: the view from Jisc
22. 22
What sorts of services should the Heidi Plus offer
to move people along with BI agenda?
Our suggestions include advice on the following topics:
• Strategy development and the technological enablers to allow
implementation
• Records and information management
• Data quality assurance
• Data governance
• Master data management
• Vendor selection and purchasing
• Developing good data visualisations
• Non-technological enablers to for strategy implementation; to
ensure dashboard data is embedded into institutional processes
Adding value through BI: the view from Jisc
Notes de l'éditeur
Purpose of the session:
We propose that good BI and benefits from it are allied closely to sound information management and therefore information strategies
We’ll show you a few things, we’re also here to find out what issues and support institutions might need to develop Information strategies
To explore some of the context re what BI is and why institutions are becoming increasingly interested in it
To outline some of the challenges institutions face
To look at some of the resources that Jisc have already produced to assist institutions in this area
To look ahead at a major new investment for the sector being developed jointly by Jisc and HESA
So where and how has Jisc’s work on BI come from? The slide provides an overview and gives some indication of both the longevity and depth of our engagement.
Started with initial conversations and discussions to ‘test the water’ with a range of sector and professional membership bodies back in 2010 which led to the first draft of our BI infoKit (might be worth explaining what infoKits and infoNet are for those who are in the dark….).
The draft infoKit was then reviewed and road tested by the 11 projects that Jisc funded to investigate and explore BI within institutions from various perspectives, including in relation to student retention rates, estates management and system and data integration issues…
The outputs from these projects were then used to inform a revised version of the infoKit, drawing on their real-world institutional experience. We also took the opportunity to integrate advice and guidance on related areas to the BI agenda, including data analytics and data visualisation.
We are now on the cusp of an exciting new chapter in Jisc’s BI journey, but more of that later….
BI is a term you are increasingly likely to hear being mentioned in a lot of different places and contexts. But often means different things to different people. Inevitably there is no single right definition, but it is obviously helpful to be sure that you have the same thing in mind when planning and discussing!
On the slide are a range of definitions picked from various sources. Take a minute or two to read through them and have a think about which one you think is the most helpful/useful to you.
Do a hands up exercise on each in turn to establish which one the room thinks is the most useful, perhaps asking one or two of those who selected it to comment on what they liked about it (from previous experience it is usually the MS one which comes out top, which usually gets a laugh!)
I also usually feel obliged to explain a little of the rationale behind the Jisc definition. We felt it was important to stress the end product of BI: why you are doing it – ie to support ‘evidence based decision making’. Quite a few of the others lead with the technology or the fact that you can do stuff with the data, but without any real idea of why and what the benefit is: what Myles and I tend to call the ‘So what?’ question. Ie sure you can use all sort of flashy tools and whizzy data to come up with all sorts of fascinating but useless results, but unless you are going to find ways of integrating it with your business processes and making informed decisions based on the data, so what?!
http://www.gartner.com/it-glossary/business-intelligence-bi/
http://www.techopedia.com/definition/345/business-intelligence-bi
http://technet.microsoft.com/en-us/library/cc811595(v=office.12).aspx
http://www.jiscinfonet.ac.uk/infokits/business-intelligence/
http://www.businessdictionary.com/definition/business-intelligence-BI.html
When we started our work on BI we were aware that single definitions are, as we have just seen, always likely to be partial, and potentially contentious and though we felt it was important to state our own parameters for our work (without any claims for being definitive) we also thought it would be useful to augment this with a list of attributes that may be of more practical use when trying to determine what is or isnt a BI system or solution. The list of the slide indicates some of the core attributes that we came up with and which may help to distinguish between what is a BI system and what is not…
BI projects represent what could be considered a ‘perfect storm’ of challenges, encompassing as they do the need to tackle and align (disparate) data sources, business processes and changes to roles and responsibilities – in addition to the myriad ‘regular’ challenges posed by carrying out any sort of IT implementation.
At the Jisc Digifest conference in March we held a participatory workshop where we asked groups of institutional representatives sitting at tables to (separately) describe:
What they perceived to be the benefits of BI: their BI nirvarna or desired state
Then to consider what the barriers may be that they are likely to face in terms of making this a reality within their institutions
And then to try to come up with some ideas for how they might overcome those barriers and make progress towards their goals (followed by a vote as to which of the ideas they came up they thought had most merit)
The table above represents the results of just one table’s discussions on each of these perspectives, but gives a good indication of some of the pros and cons we have just been talking about, within an institutional context.
It is particularly interesting to see ‘Exposes the truth’ listed as a barrier. It is certainly easy to see how this might be challenging to some, but experience also tends to suggest that BI projects can be hugely beneficial in terms of bringing to light data quality issues which had hitherto remained underneath the radar in a way which cannot be ignored by senior management any more, so can actually be a positive driver for change.
Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide (click ‘Apply’ to change only the currently selected slide, or ‘Apply to All’ to change the footers on all slides).
All of the resources and experiences that have been mentioned thus far have been brought together in the Bi infoKit. In it you will find:
Advice and guidance on how to plan for and carry out a successful BI project
Descriptions of the various ways in which a BI project can be delivered
The challenges, and strategies for meeting them
Links to the experiences of 11 institutions
Image collections of dashboards and other data visualisations
Links to additional guidance on data visualisation and other topics related to BI, such as data analytics etc
A maturity model, developed by an international collaboration of institutions and agencies to enable you to benchmark your current level of BI maturity
Service Level 1
This level caters for the low - middle BI maturity customers. It comprises the suite of Heidi data sets delivered through a commercial data explorer tool replacing appropriate current Heidi client with enhanced functionality. Projects will be commissioned to produce innovative visualisations based on HESA data sets along with supporting documentation to ensure onward use is sound. A selection process will be enacted to choose which visualisations migrate to service. It is envisaged that Level 1 will provide access to the most generically applicable visualisations and related BICC services. As customer maturity increases, Level 1 will offer a wider choice of additional visualisations to cater for specific missions / areas of interest as derived through the BICC along with the ability to for customers to create their own visualisations.
Level 2
is very much an exploratory activity to determine what is possible in the following areas being high risk and potentially highly innovative.
It is anticipated that Level 2 will add new visualisations based on the interpretation of non-HESA data sets. These may be mashed up with HESA data. Innovations in data visualisations will be explored through technical data mashup and visualisation projects providing complimentary supporting documentation to ensure onward use is sound. If demand for such visualisations is proven, the visualisations will become part of a Level 2 service. Customers may be required to pay additional fees for access to the additional aspects of the non HESA data catalogues. There will be a role for Jisc to negotiate with the data owners. It is envisaged that should this gain momentum it would pave the way to a national data catalogue for BI. Level 2 will be championed by HESPA in partnership with Jisc.
Level 2 candidate data sets might include XXXX and cross sectors including FE and schools
Level 2 customers could include UUK, Jisc, national bodies, BI, FE S and more….
Both Service Level 1 and Level 2 must cater for existing Heidi features such as API functionality for local data import.
This slide contains possible questions for the exercise