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Myles Danson, Jonathan Waller,Teresa Tocewicz
15/04/2014 Demystifying Business Intelligence
Session aims and objectives
»http://bit.ly/biataua2014
»Explore what BI means to you and your role
»Hear about good practice in BI from peer experience
»Gain an understanding of BI issues for take up
»Look in detail at the challenges and opportunities
presented by institutional BI from your perspective
»Get the inside track on the new Jisc / HESA BI offer to the
sector, and help influence its development
A new Jisc / HESA offer for BI 2
Jisc BI Journey to Date
Engage
HESA, H
ESPA, UC
ISA, ARC,
AHUA, U
HR, Guild
HE, UUK
National
research
fed
InfoKitV1
Project
Phase to
road test
V1
Analytics
included
as series
of
reports
InfoKit
updated
Visualisa
tions
launche
d
Jisc/HE
SA BI
Service
Plans
2010 2010 2011/12 2012/13 2013 2014
A new Jisc / HESA offer for BI
4A new Jisc / HESA offer for BI
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….
What does BI mean to you?
»Design your own definition
»Share with your neighbour
»We’ll ask for suggestions
»5 minutes
A new Jisc / HESA offer for BI 5
What does BI mean internationally?
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
A new Jisc / HESA offer for BI 6
How to ‘Do’ BI in an HE environment
»Practical advice
› http://bit.ly/jisc_bi
»What are others doing in BI in HE
› http://bit.ly/liverpool_bi
A new Jisc / HESA offer for BI 7
What would successful BI look like?
»Draw a giant ‘H’ on your flip chart, like ours…
»Use the Post it notes to individually describe:
› How effective BI currently helps you in your role, or
› How you believe it could and should
»Stick your Post its to the left ‘’ of your ‘H’ (as many as
you can come up with)
»Feel free to discuss with others, but ultimately we are
looking for a range of views…
»10 minutes
A new Jisc / HESA offer for BI 8
What factors are stopping you?
»Use the Post it notes to individually describe:
› What organisational, or other, factors are
preventing your institutions from delivering the kind
of benefits previously surfaced?
»Stick your Post its to the right ‘’of your ‘H’ (as many as
you can come up with)
»Feel free to discuss with others, but ultimately we are
looking for a range of views…
»10 minutes
A new Jisc / HESA offer for BI 9
Making progress
»Use the Post it notes to individually describe:
› What needs to happen within your institution to
overcome the issues that are holding you back and
preventing you from achieving the successful vision
of BI you have articulated?
»Stick your Post its in the middle of your ‘H’ (as many as
you can come up with)
»Feel free to discuss with others, but ultimately we are
looking for a range of views…
»10 minutes
A new Jisc / HESA offer for BI 10
Prioritising
»Take a look at the central ideas section of your group’s
‘H’ and all the suggestions it contains
»Take 3 ‘sticky dots’ each and award them to the idea(s)
that you feel are the most likely to make a difference
»Allocate them how you wish:
› All 3 dots on the best idea
› 2 dots on one and 1 dot on another
› 1 dot each on three good ideas
»5 minutes
A new Jisc / HESA offer for BI 11
Sharing
»Plenary session to feedback to the wider group
»10 minutes
A new Jisc / HESA offer for BI 12
Next steps…
»We will capture the results of each group’s forms and
circulate electronically to each of you by the end of the
week
»We will also include a list of BI-related resources which
may be of use to you
»We will then use the results of this session, especially
the prioritised list of ideas to help inform the planning
and development of the new Jisc / HESA BI offer that
you are about to hear more about…
A new Jisc / HESA offer for BI 13
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 a sand pit to experiment
› Exploring non-HESA data sets
› Investigating data upload for benchmarking
A new Jisc / HESA offer for BI 14
Jisc / HESA BI Service
A new Jisc / HESA offer for BI 15
Q & A
»Any questions / comments?
»Keep in touch; business cards and session write up
»Jisc-hesa- business-intel@jiscmail.ac.uk
A new Jisc / HESA offer for BI 16

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Business Intelligence in Higher Education for AUA Conference 2014

  • 1. Myles Danson, Jonathan Waller,Teresa Tocewicz 15/04/2014 Demystifying Business Intelligence
  • 2. Session aims and objectives »http://bit.ly/biataua2014 »Explore what BI means to you and your role »Hear about good practice in BI from peer experience »Gain an understanding of BI issues for take up »Look in detail at the challenges and opportunities presented by institutional BI from your perspective »Get the inside track on the new Jisc / HESA BI offer to the sector, and help influence its development A new Jisc / HESA offer for BI 2
  • 3. Jisc BI Journey to Date Engage HESA, H ESPA, UC ISA, ARC, AHUA, U HR, Guild HE, UUK National research fed InfoKitV1 Project Phase to road test V1 Analytics included as series of reports InfoKit updated Visualisa tions launche d Jisc/HE SA BI Service Plans 2010 2010 2011/12 2012/13 2013 2014 A new Jisc / HESA offer for BI
  • 4. 4A new Jisc / HESA offer for BI 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….
  • 5. What does BI mean to you? »Design your own definition »Share with your neighbour »We’ll ask for suggestions »5 minutes A new Jisc / HESA offer for BI 5
  • 6. What does BI mean internationally? 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 A new Jisc / HESA offer for BI 6
  • 7. How to ‘Do’ BI in an HE environment »Practical advice › http://bit.ly/jisc_bi »What are others doing in BI in HE › http://bit.ly/liverpool_bi A new Jisc / HESA offer for BI 7
  • 8. What would successful BI look like? »Draw a giant ‘H’ on your flip chart, like ours… »Use the Post it notes to individually describe: › How effective BI currently helps you in your role, or › How you believe it could and should »Stick your Post its to the left ‘’ of your ‘H’ (as many as you can come up with) »Feel free to discuss with others, but ultimately we are looking for a range of views… »10 minutes A new Jisc / HESA offer for BI 8
  • 9. What factors are stopping you? »Use the Post it notes to individually describe: › What organisational, or other, factors are preventing your institutions from delivering the kind of benefits previously surfaced? »Stick your Post its to the right ‘’of your ‘H’ (as many as you can come up with) »Feel free to discuss with others, but ultimately we are looking for a range of views… »10 minutes A new Jisc / HESA offer for BI 9
  • 10. Making progress »Use the Post it notes to individually describe: › What needs to happen within your institution to overcome the issues that are holding you back and preventing you from achieving the successful vision of BI you have articulated? »Stick your Post its in the middle of your ‘H’ (as many as you can come up with) »Feel free to discuss with others, but ultimately we are looking for a range of views… »10 minutes A new Jisc / HESA offer for BI 10
  • 11. Prioritising »Take a look at the central ideas section of your group’s ‘H’ and all the suggestions it contains »Take 3 ‘sticky dots’ each and award them to the idea(s) that you feel are the most likely to make a difference »Allocate them how you wish: › All 3 dots on the best idea › 2 dots on one and 1 dot on another › 1 dot each on three good ideas »5 minutes A new Jisc / HESA offer for BI 11
  • 12. Sharing »Plenary session to feedback to the wider group »10 minutes A new Jisc / HESA offer for BI 12
  • 13. Next steps… »We will capture the results of each group’s forms and circulate electronically to each of you by the end of the week »We will also include a list of BI-related resources which may be of use to you »We will then use the results of this session, especially the prioritised list of ideas to help inform the planning and development of the new Jisc / HESA BI offer that you are about to hear more about… A new Jisc / HESA offer for BI 13
  • 14. 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 a sand pit to experiment › Exploring non-HESA data sets › Investigating data upload for benchmarking A new Jisc / HESA offer for BI 14
  • 15. Jisc / HESA BI Service A new Jisc / HESA offer for BI 15
  • 16. Q & A »Any questions / comments? »Keep in touch; business cards and session write up »Jisc-hesa- business-intel@jiscmail.ac.uk A new Jisc / HESA offer for BI 16

Editor's Notes

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  4. 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).aspxhttp://www.jiscinfonet.ac.uk/infokits/business-intelligence/ http://www.businessdictionary.com/definition/business-intelligence-BI.html
  5. 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).
  6. 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).
  7. 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).
  8. 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).
  9. 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).
  10. 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).
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  13. 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 schoolsLevel 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.
  14. 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).