Forecasting Metrics for Successful Accreditation
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Presentation from Salesforce.org Higher Ed Summit 2017 by: Kathryn Baker Parks from the University of Arkansas This session will demonstrate how the Sam M. Walton College of Business is using Salesforce to accurately predict AACSB accreditation metrics based on faculty characteristics, workloads, and future enrollment. At the conclusion of this presentation, attendees will have an understanding of how to use screen customizations and dashboards to develop a solution to accurately track and predict AACSB metrics.
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Forecasting Metrics for Successful Accreditation
- 1. Forecasting Accreditation Metrics for Successful Accreditation Kathryn Baker Parks Director, Data & Academic Systems @kbakerparks
- 2. Sam M. Walton College of Business About the College Located in Fayetteville, Arkansas Accredited by AACSB in 1931 Eight degree programs at the bachelor, master, and doctoral levels Approximately 6,100 business students Approximately 250 faculty (includes part time & doctoral) Using Salesforce since Summer 2013
- 3. AACSB Accreditation Background What do we want to predict?
- 4. Developing a Proactive Approach 1. ACCURATE Predict AACSB metrics for the upcoming year. 2. USEFUL Simple, easy-to-understand dashboards for Deans and Department Chairs. 3. AUTOMATED Scheduled report and email notifications. Identify the Goals
- 5. Identifying the Relevant Data What do we have? What do we need? What is this? Available? Location Faculty Details (AACSB) Name, Department, Title, and AACSB qualifications Yes Activity Insight (Digital Measures) % Devoted to Mission Similar to appointment %. FT faculty are 100% while the calculation for adjuncts and doctoral students reflects teaching duties. Some Partial in Activity Insight (Digital Measures) Student Credit Hours Estimated credit hour production for each class Yes Salesforce (Class Schedule Process) Data: This Way
- 6. Building a Proactive Solution Step 1: Database Design Contact (Faculty) Course Class Tip: To view your Salesforce organization’s existing design, navigate to Setup and search “Schema” and click the “Schema Builder” link.
- 7. Building a Proactive Solution Step 2: Export Faculty Data from Activity Insight (Digital Measures)
- 8. Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
- 9. Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
- 10. Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
- 11. Building a Proactive Solution Step 3: Customize Contact Record to Collect Accreditation Data
- 12. Building a Proactive Solution Step 4: Custom Course and Class Objects Master - Detail Master - Detail
- 13. Building a Proactive Solution Step 5: Build Reports Report Type: Contacts with Classes and Course Report Type: Contacts & Accounts
- 14. Building a Proactive Solution Step 6: Build Accreditation Dashboard
- 15. Building a Proactive Solution Step 7: Automate Dashboard Distribution
- 16. Next Steps Departmental Dashboard – AACSB Metrics Awesomeness in Progress…
- 17. Next Steps Departmental Dashboard – AACSB Metrics
- 18. Live Demo
- 19. Thank You