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Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
Adding value through BI: a Jisc perspective
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Adding value through BI: a Jisc perspective


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Gregynog 2014 Colloquium

Gregynog 2014 Colloquium

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  • Purpose of the session:
    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
  • 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?!
  • 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.
  • 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….
  • 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 abodies, BI, FE S and more….l  

    Both Service Level 1 and Level 2 must cater for existing Heidi features such as API functionality for local data import.
  • 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).
  • New co-design challenge for 2014-15 – outline briefly co-design process (steering group, partners including Sconul, sifting of ideas into themes/challenges and approval by Jisc Board).
  • Transcript

    • 1. Marianne Sheppard, Jisc infoNet June 2014 Adding value through BI: the view from Jisc
    • 2. 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 2
    • 3. 3 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
    • 4. 4 (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
    • 5. 5 More institutional perspectives of the pros and cons Adding value through BI: the view from Jisc
    • 6. 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
    • 7. The BI infoKit 7 Adding value through BI: the view from Jisc
    • 8. Jisc / HESA Project 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 8Adding value through BI: the view from Jisc
    • 9. Jisc / HESA BI Service 9Adding value through BI: the view from Jisc
    • 10. Phase 1 (core service) › Up to date, enhanced service offering analyses, data visualisations and dashboards based on Heidi › 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 10Adding value through BI: the view from Jisc
    • 11. Phase 2A (experimentation) › Explore new analyses / visualisations & sustainability options based on non Heidi data sets › Negotiated access to appropriate data sets › Produces analyses / visualisations combining sources › rapid deployment with analysis of demand & options for sustainability › Cross institutional collaborative exploratory work › Nascent national data catalogue for BI in HE 11Adding value through BI: the view from Jisc
    • 12. Phase 2B (benchmarking) › 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 12Adding value through BI: the view from Jisc
    • 13. Timescales »Milestones › 1 August project starts › Last quarter 2014 hire projects › Phase 1 tools available mid 2015 › Phase 2 tools available late 2015 › Project phase concludes 31 July 16 »Keep in touch › 13Adding value through BI: the view from Jisc
    • 14. Library Analytics Project (LAMP) Available now in beta • A shared analytics service • Allows raw data upload on students; UCAS, Registry and Library • Project creates dashboards / visualisations giving insights into how students use services • Identifies students following a path of failure • Allows cross institutional benchmarking 14Adding value through BI: the view from Jisc
    • 15. LAMP Next Steps • Automating visualization / dashboard creation Overall • Gives students and stakeholders access to their own data to; • Action the insights • Following paths to success from failure • Contact Ben; • Blog 15Adding value through BI: the view from Jisc
    • 16. 16Adding value through BI: the view from Jisc