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HESPA All change Event November 2015

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HESA and Jisc Business Intelligence Project
JonathanWaller - HESA, Myles Danson - Jisc

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HESA and Jisc BI
project overview

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Heidi Plus
A new service offering;
Improved data content and functionality (new data
warehouse to optimise utility and p...

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HESPA All change Event November 2015

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Jisc and HESA presentation on a national business intelligence service and research and development project using an agile data analysis model across UK University planning departments

Jisc and HESA presentation on a national business intelligence service and research and development project using an agile data analysis model across UK University planning departments

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HESPA All change Event November 2015

  1. 1. HESA and Jisc Business Intelligence Project JonathanWaller - HESA, Myles Danson - Jisc
  2. 2. HESA and Jisc BI project overview
  3. 3. Heidi Plus A new service offering; Improved data content and functionality (new data warehouse to optimise utility and processing speed) Delivery of data sets through commercially-available data explorer tool New visualisations and dashboards New training programme and support materials Application programming Interface (API) retained for those using own BI and analytics systems
  4. 4. More disaggregated (but still anonymised) student and staff data New approach developed to ensure Data Protection compliance based on advice of top Data Protection barrister Comprises: framework of organisational and user agreements new Data Protection training programme three levels of access permission plus new Lead Contact role Access to more detailed and flexible data
  5. 5. Beta 1 release - 9 organisations participated; ended on 4 September Beta 2 release – underway now, 25 organisations participating, ending 6 November. Production release planned for: Monday 30 November Production release to include range of data sets with others being added up to April 2016 Current Heidi decommissioned November 2016 Development schedule
  6. 6.  Data Protection webinar training being delivered to Lead Contacts and optionally to Gold level users  Lead Contact workshops planned for November and December in London, Liverpool, Belfast and Edinburgh: hands-on training in using the system  See www.hesa.ac.uk/seminars-2015 for details of the workshops  Training programme being planned for 2016  Wide range of training materials also under construction Training sessions and materials
  7. 7. Heidi Lab
  8. 8. Jisc is the UK higher, further education and skills sectors’ not-for-profit organisation for digital services and solutions Operate shared digital infrastructure and services Provide trusted advice and practical assistance for universities, colleges and learning providers We… Negotiate sector-wide deals with IT vendors and commercial publishers 13
  9. 9.  A new national analytics research and development project.  Focuses on business questions that can’t be addressed through Heidi Plus.  Support improvement in sector efficiency through the submission and analysis of professional services cost benchmarking data  Technical; MS SQL Web & Business (elastic), DocumentDB (elastic), Alteryx, Tableau server Heidi Lab
  10. 10. As a: Outreach officer When: Planning widening participation recruitment I want to: Better understand potential student demographics So I can: Achieve my targets in the most efficient way
  11. 11. Data catalogue Image: Anton Bielouso CC BY_SA 2.0Image: dankueck CC BY SA 2.0 Link to live Catalogue Contribute a user story http://bit.ly/heidilab-user-stories
  12. 12.  Efficiency and ModernisationTask Group Report (2011), recommendations 1 & 2  Universities UK ‘Delivering Efficiency through effective benchmarking’  Taxonomy of business processes and associated cost categories  New data capture and integration service  HEIs choose whether to engage, what level of taxonomy to use, which other HEIs can see their data  HEIs share and benchmark costs in ‘cognate’ groups  Service pilots in February/March 2016 Professional Services Cost Benchmarking
  13. 13. What is agile?
  14. 14. Agile overview
  15. 15. Benefits of Agile  Stakeholder engagement  Transparency  Early delivery  Predictable costs and schedule  Allows for change  Focus on business value and on customers  Improves quality
  16. 16. Heidi Lab Agile approach
  17. 17. Heidi Lab Scrum in a slide
  18. 18. 18 institutional Development team members (0.2 FTE HE BI / analyst / data experts)  Joining 4 regional teams  4 senior BI / analyst / data advisors (Product owners) @ 7 days / team  1 for each team (names and titles)  4 Data / agile support staff (Development team members) @ 7 days / team  1 for each team  4 Jisc facilitators (Scrum masters) @ 7 days / team  1 for each team Heidi Lab winter teams
  19. 19. Heidi Lab winter teams
  20. 20. Business Intelligence maturity
  21. 21. UK BI maturity dashboard 50 HEI responses (38%) Why and how; Recorded webinar Make a return; myles.danson@jisc.ac.uk
  22. 22. UK / US BI maturity dashboard 270 responses (27%) Make a return; myles.danson@jisc.ac.uk
  23. 23.  http://www.business-intelligence.ac.uk  ‘subscribe JISC-HESA-BUSINESS-INTEL’ to listserv@jiscmail.ac.uk  Twitter @HESA @jisc #hesajiscbi Keep in touch
  24. 24. Q & A

Editor's Notes

  • Overview of production and R&D services

    Collaborators UK Higher education statistics agency (HESA) and Jisc

    Heidi Plus – the service initially drawing on HESA data collections
    Heidi Lab – the Research and development project identifying other data for mash up analysis and new production content

    Dashboards and visualisations delivered via Tableau server to 180 Higher Education Providers and bodies
    HESPA acting as consultants to the project – Giles and Jackie.
  • The new and improved…

  • We are a registered charity and champion the use of digital technologies in UK education and research. We develop shared services for our members, most recently by partnering with vendors. We provide trusted advice and support, reduces sector costs across shared network, digital content, IT services and procurement negotiations
  • A first attempt at large scale cross institutional collaboration to create new BI dashboards and analyses based on wide data collections for a national service to all UK education and research. A national project engaging with 70 experts from 60 HEPs to identify new business questions, likely data and undertake analysis for new service content
  • Our BI Experts group (comprises 60 strategic planners from 70 Universities) provided initial community design input. They tried to identify the decision making needs of a wider range of staff roles than currently use BI. They;
    Came up with 49 user stories and merged them to 18
    Mapped in some likely data sources where insights may lay 

    Devolve into agile R&D data prep, load and analysis teams (you)
    Agile working to provide new service candidates as dashboards and visualisations
    Successful outputs migrate to Heidi-Plus or new Jisc service

    Key learning – people tend to know about high end, locked up data sets requiring data sharing agreements / subscriptions
  • We describe a 'library' of data for potential use in BI for education and research. While all data is available in the library, some is more difficult to access. We propose the distinctions of top shelf (requiring rungs of a ladder) and low shelf (easily picked) 
    Low shelf  This data is publicly available but has other barriers to access; vast, distributed, no common vocabulary, complex, not designed to be combined with other data. Examples include demographic, geo-spatial, international, census  The project seeks to ease access to these for BI purposes by cataloguing, preparing, linking, loading and making available for experimentation purposes 
    Top shelf  This is data is either available by subscription or is locked to third party organisations who may provide their own analyses at cost. Examples include funding and regulatory, local councils, Government bodies, fees and admissions,  careers and trajectory, current study data, staff, research, financial, estates or even institutions themselves  The project seeks to unlock this for BI purposes by negotiating access on behalf of the wider sector, licensing, preparing, linking, loading and making available for experimentation purposes 
    The data catalogue is a living online resource in use by the analysis teams, developing

  • Agile is a development method that’s been around for some time.

    It values the words in bold over those not

    Development teams follow the arrows around the circle quickly – typically no more than 2 week increments over no more than 3 months

    Three pillars of Agile; transparency, inspection, and adaptation

    Emphasise ‘working products’ in our terms the dashboards and visualisations are the only thing the customer values and customer value is prime. Not project documentation, agile development or the data catalogue and data acquisitions.

    Responding to change not following the plan. Make the plan fit the work so regular re-planning (monthly).
    Three pillars Agile manifesto: from http://www.agilemanifesto.org/
    Manifesto for Agile Software Development
  • 10.45 – 11.00 Alicja
  • Sprints last 4 weeks, we have 3 of them
    1 day F2F Planning, weekly scrum vurtually, Sprint review, retrospective and plan the next 4 week sprint
    Refining and creating user stories
    Identifying and acquiring data
    Analysing to make minimum viable product (dashboards etc) to meet the Sprint Goal
    Writing supporting narrative for safe onward use
    Regularly communicating with your Sector Advisor (product owner) for feedback
    Adjusting scope, defining, re-developing, and making frequent early releases until signed off.
  • Meet the team then – the red text is Agile jargon – it’s a barrier but we thought you’d like to see it in action so you can use it when back at base

    Development team – all the skills to get the job done
    Product owners - a proxy for the customer, responsible for the planning and prioritisation, offers steer
    Data / agile support to smooth the way and fill in capacity
    Scrum masters Agile coaches, protects the team from over committing, logs impediments and tries to solve them

    Also have

    Tableau and Alteryx support from Information Lab
    Heidi lab toolset to get the work done
    Data catalogue – a tool to help us explore and prioritise our data orders
    Basecamp – a tool to help us work together
    Other techs – G Drive, G Hangouts etc


  • Meet the team then – the red text is Agile jargon – it’s a barrier but we thought you’d like to see it in action so you can use it when back at base

    Development team – all the skills to get the job done
    Product owners - a proxy for the customer, responsible for the planning and prioritisation, offers steer
    Data / agile support to smooth the way and fill in capacity
    Scrum masters Agile coaches, protects the team from over committing, logs impediments and tries to solve them

    Also have

    Tableau and Alteryx support from Information Lab
    Heidi lab toolset to get the work done
    Data catalogue – a tool to help us explore and prioritise our data orders
    Basecamp – a tool to help us work together
    Other techs – G Drive, G Hangouts etc


  • Our national survey mirrors that run in the US via the Higher Education Data Warehouse Forum and Europe via EUNIS offering wider than UK benchmarking. 50 Universities shared their capacity with regard to a number of widely accepted facets of BI implementation. It gives an indication of national state of capability as well as identifying leaders and laggers for the service to match up and help. We will provide the full analysis in late October 2015.
  • Dimensions with 5 levels of maturity as Institutional Intelligence Team, Scope, Source Business Unit Role, range of data products in use (dashboards, scorecards, advanced analytics etc), User coverage as range of staff roles / groups (admin, teachers and researchers, students, alumni), User engagement (role of users in information supply chain - unaware, aware, drivers - active partners in the process), Data management (existence and effective application of data lifecycle management - data access, integration, retention, archive, Business Value (impact through effective use), Strategic support (formalisation of the institutional intelligence strategy)
  • We’d be happy to try and answer any questions. Anything we can’t answer directly today we’ll take back to project colleagues and come back to you.

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