#LSCTIG | LSC Technology Initiative Grant Conference 2015 | Session Materials - Views you can use: data visualization

1. Views You Can Use - Making Data
Visualization Accessible With Tools
Available Now
TIG 2015 - San Antonio

2. Introductions
Joan Kleinberg - Northwest Justice Project (joank@nwjustice.org)
Kristin Verrill - Atlanta Legal Aid Society (knverrill@atlantalegalaid.org)
Christina Sanabria - Legal Services Corporation (sanabriac@lsc.gov)
Jeff Hogue - Legal Server (jhogue@legalserver.org)

3. JOAN - NJP
Goals of project
- Incorporate business intelligence into routine
operation
- Identify need for strategic advocacy

4. Yes business intelligence is relevant
to legal services..
BI helps us understand:
● Who and where our clients are
● What problems clients bring to us
● What levels of service we provide
● Who is doing what work
And whether these are in line with strategic goals.

5. First Step: Engaging People
Introduce the (alien) idea to staff:

6. Just because you can doesn’t mean
you should...
TMI

7. Data Visualizations -
● At-a-glance views of data
● Communicate quickly and clearly
● Show key performance indicators (data that
is important to you)

8. Why Create Dashboards?
This?

9. Or this?
Outliers

10. BI as a Strategic Tool
Office Work Plan Reality

11. Excerpt from Caseload Guidelines
New
Experienced
Supervisor

12. Trials and Tribulations
● Engaging staff
● Staff understanding of appropriate
dashboard contents
Triumphs
● Creating tools useful to staff
● Supporting strategic objectives

13. Atlanta Legal Aid Society’s Data
Visualization Project
Kristin Verrill

14. • Promotion
– Demonstrate the value of our work/economic impact
of our work to traditional and nontraditional funders
• Insight
– Client feedback
– Management and supervision
• Integrated with CMS
– Collecting data for economic impact study = time
consuming
– Support!
TIG Project

15. Gathering input/interest = Fail
– “She has no need for any specific data on a GIS
scale and could not see a use on a day-to-day
basis.”
– “Asked to be left off the email going to all manager
emails regarding the project.”
– “While she does not anticipate using the system too
often, she would be interested in looking at
‘demographic’ data.”
TIG Project

16. Sometimes….
But, stay tuned!

17. Goal 1: Promotion

18. Our Statewide Presence
For Statewide Funders

19. Here They Come!

20. Don’t show up empty handed

21. Our Regional Presence For
Non-traditional Regional Funders

22. Data Viz Hand-Outs
● CMS connection =
data viz on the fly
● Help solidify new
relationships
● Demonstrate ability
to address funder’s
area of interest

23. Goal 2: Insight

24. Visualizing Our Work

25. Apples to Apples & Apples to Oranges

26. Visualizing Our Volume

27. Visualizing Our Time

28. Drill Down and Find Out Why

29. Visualizing (and Spot-checking) Outcomes

30. Visualizing Financial Outcomes
(Compare Results to Priorities)

31. From Our Client’s Point of View

32. Visualizing How Our Work is Funded

33. Data Visualization for Supervision
(Timekeeping Outliers)

34. Don’t look too closely at this one!

35. Goal 3: CMS Integration Gravy

36. Making CMS Information Accessible

37. Accessible Information
for Intake

38. Accessible Information for Volunteers

39. Some Data Viz Efforts by LSC
Christina Sanabria
● LSC By the Numbers
● The “Data Portal”
● GIS mapping

40. LSC’s Data Visualization Initiatives
LSC By the Numbers
● Formerly “The Fact Book”
● Since 1979

41. 1979

42. 2007

43. 2013

44. LSC By the Numbers
● “Makeover” started in 2012
● Take info that’s already available, make it
more accessible and readable

45. LSC By the Numbers
● Positive feedback - “It’s great you’re doing
this now!”
● Led to corrections in data
● Recognition of multiple audiences
● Being asked about by Congressional
committee staff

46. LSC’s Data Visualization Initiatives
The “Data Portal”
● Vision: an integrated data/ doc mgmt system
● One system for all grants-related data
● Will make data easier to find, streamline
data collection, improve reporting capacities
● Built on Salesforce

47. The “Data Portal”
Currently: 3 major systems + many minor ones
Future: Integration!
Among LSC’s systems, plus should be ready to
integrate with external systems

48. What we have now: Grantee Profile

49. What we have now: Grantee Profile
● Not exportable to Excel/ CSV
● Many clicks
● Not visual/ no graphs
● Not dynamic/ interactive
● Not attractive

50. One model we have... Trend
Analysis

51. Trend Analysis

52. Trend Analysis
● Built on javascript
● Slow to load :(
○ currently available on our LSC intraweb for staff
○ used in meetings, screenshots used in reports
○ we hope to eventually make it public to grantees/ the
public
● Being used as a model/ guidepost

53. Trend Analysis
We hope to make it
● Interactive
● Lets you see big picture and
deep dive
● Export to Excel/ CSV
● Visual

54. The “Data Portal”
When?
● Functional beta for internal use - summer ’15
● Replace LSC Grants grants management
system in 2016

55. LSC’s Data Visualization Initiatives
GIS Mapping
● Since 2011
● Using QGIS (free open-source software)
● Maps created in advance of each Program
Quality Visit (PQV)
○ Demographic data from ACS/Census
○ Case data provided by grantees

56. GIS Mapping

57. Data Viz Trends, Issues,
and Opportunities
-Jeff Hogue
Trends I see…
● people want to see under/overserved areas
● time on CASES vs. other time spent
● after the learning curve, enthusiasm and data revelations
● danger in easily accessible bad data
● possibilities for integration

58. Data Privacy
Personally Identifiable
Information (PII)
Personally Identifiable Information
leaks may lead to required
disclosure and other
consequences.
PII may include:
"any information about an individual
maintained by an agency, including (1) any
information that can be used to distinguish
or trace an individual‘s identity, such as
name, social security number, date and
place of birth, mother‘s maiden name, or
biometric records; and (2) any other
information that is linked or linkable to an
individual, such as medical, educational,
financial, and employment information.
Don’t even include PII in the source
report that contains your data unless
needed for the report.

59. Data Privacy - Location
Latitude and
Longitude
If your software uses lat/long,
exclude those from any tabular data,
data you use in non-secure
locations.
What is the smallest geographic area you can share without
leaking info about your clients? That depends...

60. Aggregation Opportunities
● Aggregation can tell a story
about service delivery for a
whole state/region
● Aggregated data could reveal
real-time trends in client
needs
● Possible drivers:
IOLTAs,
Forward thinking funders
Protecting program and client
interests in data
● Security and privacy
● Info you’d rather not share
with funders/others

61. Mapping Challenges
Garbage In,
Garbage Out
Census Tracts
and Shape
Problems
Non-standard
Data Choices

62. CMS and outside the CMS
Advantage of Inside CMS data viz:
● security
● convenience
● real-time
Outside CMS advantages:
● purpose-built for prettiness
● interactivity with public data sources

63. Data Viz Tools Outside the CMS
Examples:
Fusion Tables
Tableau
Considerations:
Cost, Time, Privacy

64. Questions?

65. Contact Info
Joan Kleinberg - Northwest Justice Project (joank@nwjustice.org)
Kristin Verrill - Atlanta Legal Aid Society (knverrill@atlantalegalaid.org)
Christina Sanabria - Legal Services Corporation (sanabriac@lsc.gov)
Jeff Hogue - Legal Server (jhogue@legalserver.org)