All Rights Reserved 2007 UMES Hawkeye Project and Phase I PeopleSoft Data Integrity Dashboard Kenny...

All Rights Reserved 2007

UMES Hawkeye Project and UMES Hawkeye Project and Phase I PeopleSoft Data Integrity Phase I PeopleSoft Data Integrity

DashboardDashboard

Kenny GastonKenny [email protected]@umes.edu

Mark MaxMark [email protected]@istrategyconsulting.com

Business Intelligence for Higher EducationBusiness Intelligence for Higher Education


AgendaAgenda

1. Introduction2. Background and Project Objectives3. Data Integrity KPI’s4. Dashboard Design Approach

• PeopleSoft Errors Data Mart• PeopleSoft Data Integrity Dashboard

5. Demo


About UMESAbout UMES• 4,000+ Enrolled Students

• 195+ Faculty & Staff

• The University of Maryland Eastern Shore (UMES) is a land-grant, historically black college founded in 1886 as the Delaware Conference Academy. Since its beginning, the institution has had several name changes and governing bodies. It was Maryland State College from 1948 until 1970, when it became one of the five campuses that formed the University of Maryland.

• In 1988, it became a member of the then eleven campus (now thirteen) University of Maryland System, now known as the University System of Maryland. UMES is approved by the state of Maryland and fully accredited by the Middle States Association of Colleges and Schools.


UMES: Project BackgroundUMES: Project Background

Areas of Concern to Monitor:

• Data Issues

• Retention Concerns

• Course Curriculum Issues

• Budget & Finance Monitoring

• Title III Activities Progress

• Image Document Management


The Hawkeye ProjectThe Hawkeye Project


Preliminary AssessmentPreliminary Assessment

• Implemented iStrategy’s HigherEd Analytics DW product in 2005

• Established Committees– Data Task Force (Institutional Effectiveness & Assessment)

– Retention Committee– Curriculum Committee– Budget & Finance Team– Title III Activities– ImageNow Management

• Purchased Microsoft Business Scorecard Manager product in 2006


Hawkeye ProjectHawkeye Project

Scorecards to Monitor Performance

• Data Integrity (Phase I)• Retention Indicators• Course Curriculum• Budget & Financial forecasting and Operational

Statistics• Title III Objectives & Accomplishments• ImageNow Management


Hawkeye Project ObjectivesHawkeye Project Objectives

Hawkeye(Performance Dashboards)

FRS(Financial Management

System)

ARMS(Police Department)

HawkTalk(Student Cell Phone)

Title III(HBCU Budget Application)

HRS(Human Resources System)

Housing(Student Housing System)

HawkWeb(PeopleSoft Student Administrative

System)

ImageNow(Image Document

Management)


Rational for Data Integrity KPIRational for Data Integrity KPI

• Consistent With Establishment Of Data Integrity Group In 2003 Whose Charge Was To Ensure High Quality Institutional Data– Accurate Data– Complete Data– Consistent Data– Timely Data

• Need For Maintaining High Integrity In External And External Reports – UMES Prepares/Participates In Over 50 Reports/Surveys Every Year

• Establishment Of Data Reconciliation Taskforce By Data Integrity Group Demanded That Data Stewards/Owners As Well As Users Review All Data In Data Bases PeopleSoft And Data Warehouse For Quality

• Data Reconciliation Taskforce, Data Stewards And Users Need A Tool To Proactively Troubleshoot Data Entered In UMES Databases And Pinpoint Sources Of Data Inaccuracy, Inconsistency, And Incompleteness.

• Need For A Tool For Prompting/Training Data Entry Personnel Concerning Inaccuracies In Entered Data


Data Integrity Data Integrity Key Performance Indicators (KPI)Key Performance Indicators (KPI)Admissions: Class Schedule and Student Records:

Applicants w/ Incomplete Home Address Classes w/ No Faculty

Applicants w/ Invalid Ethnicity Classes w/ No Room

Applicants w/ Invalid MD County Invalid Acad Level for Degree

Applicants w/ Invalid Race Combination Majors w/ No HEGIS Code

Applicants w/ No Major Missing FICE Code on Transfer Colleges

Invalid ACCU Score Invalid Tuition Residency

Invalid ACT Score Students w/ Incomplete Home Address

Invalid Admission Residency Students w/ Invalid Ethnicity

Invalid Athlete Coding Students w/ Invalid MD County

Invalid GRE Score Students w/ Invalid Race Combination

Invalid SAT Score Students w/ No Advisor

Transfer w/ No Transfer Credits Students w/ No Major


About iStrategyAbout iStrategy

• Founded in 1999, iStrategy is a privately held firm based in Maryland, specializing in business intelligence and data warehousing

• 15+ years experience in data warehousing, analytics and performance measurement across various industries

• In 2002, iStrategy was engaged by Gallaudet University to design and implement an enterprise data warehouse

• In 2003, we released the PeopleSoft edition of HigherEd AnalyticsTM, the first packaged “analytic application” for colleges and universities

• In 2006, completed Datatel version; signed agreement with Datatel to be exclusive distributor to Datatel customers

• In the process of building a Sunguard Banner version in collaboration with Drexel University.

• Mature product line, approaching 20 installed customers


Sampling of CustomersSampling of Customers


Sampling of iStrategy CustomersSampling of iStrategy Customers


UMES Data Quality Dashboard UMES Data Quality Dashboard Application Architecture Application Architecture

Microsoft SQL Server 2005

Errors DataMart

Database Highlights

• Daily Error KPI’s• Each error

transaction captured in data mart for drill to detail reporting

• Daily KPI Trends available

ETL for Data Quality Errors

Daily check of PeopleSoft errorsDaily check of PeopleSoft errors

Errors KPICube

(SQL Script for each KPI)

Data Quality Dashboard(Microsoft Sharepoint/

Performance Point/ ProClarity)

Scorecard

Trends

Detailed Error Report


Error KPI FrameworkError KPI Framework

• KPI Components/Properties– KPI Name– KPI Group/Category (e.g., Admissions, Class Schedule,

Records)– SQL Script to identify error conditions in PeopleSoft

and load daily error fact table with:• KPI, • EMPL ID, • Term, • As of Date (date of error check), • Reference Information for problem resolution


KPI Logic - Invalid MD County KPI Logic - Invalid MD County

INSERT INTO F_KPI (KPIID,TermID,AsOfDateID,ErrorCount,EMPLID,ReferenceInfo)

SELECT 111, b.intTermID,@AsOfDateID,1, a.EMPLID, 'Invalid MD County for EMPLID: ' + rtrim(a.EMPLID) + ' COUNTY: ' + rtrim(a.COUNTY)

FROM PS_ADDRESSES a inner join D_TERM b on b.bCurrentTerm = 1WHERE a.ADDRESS_TYPE = 'HOME' and a.STATE = 'MD' and a.COUNTY <> '' and not exists ( select 1 from PS_ADDRESSES z where z.EMPLID = a.EMPLID and z.ADDRESS_TYPE = a.ADDRESS_TYPE and a.EFFDT < z.EFFDT) -- Selecting earliest home address per UMES and EMPLID IN (SELECT distinct EMPLID FROM PS_ADM_APPL_PROG ) and a.COUNTY NOT IN

('Allegany','Anne Arundel','Baltimore City','Baltimore','Calvert', 'Caroline','Carroll','Cecil','Charles','Dorchester','Frederick','Garrett', 'Harford','Howard','Kent','Montgomery','Prince George''s','Queen Anne''s', 'St. Mary''s','Somerset','Talbot','Washington','Wicomico','Worcester')


Scorecard Technology:Scorecard Technology:Microsoft Performance PointMicrosoft Performance Point• Convergence of Scorecards, Dashboards and

Analytic Reporting, delivered through Microsoft Sharepoint Portal technology

• Replaces Microsoft Business Scorecard Manager, and will eventually replace ProClarity

• Currently developed in Community Technology Preview (CTP) version. 1st Official release schedule for September 2007 including new (but still limited) “space aware” OLAP reporting components

• Initial releases will continue to integrate ProClarity until ProClarity functionality is completely replaced within Performance Point


DemonstrationDemonstration

UMES PeopleSoft UMES PeopleSoft Data Integrity DashboardData Integrity Dashboard

All Rights Reserved 2007 UMES Hawkeye Project and Phase I PeopleSoft Data Integrity Dashboard Kenny...

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