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Providing Mission Critical Decision-Support Information to your Campus Community in a Quick, Dynamic, User-Friendly and Powerful
Format
Track 6, Friday, November 7
8:10am – 9:00am, Room 210D
The University of Kansas
© Copyright Ryan Cherland and Brenda Tucker 2003. This work is the intellectual property of the authors. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the authors. To disseminate otherwise or to republish requires written permission from the authors.
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Providing Mission Critical Decision-Support Information to your Campus Community in a Quick, Dynamic, User-Friendly and Powerful
Format
Track 6
Friday, November 7
8:10am – 9:00am
Room 210D
The University of Kansas© 2
003
Bet
h R
iden
our
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Presenters
Ryan Cherland is Director of University Management Information and Associate Director of the Office of Institutional Research and Planning. He has over 17 years of experience in institutional research, with the last 10 years at the University of Kansas-Lawrence.
Ryan created DEMIS and has been involved with extracting and reporting KU’s Administrative systems since 1996. Ryan has a Ph.D. in Higher Education Administration with a minor emphasis in Educational Psychology and Research.
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Presenters
Brenda Tucker is a Senior Programmer/Analyst for University Management Information (UMI) providing technical and analytical support for KU’s Support Services division that consists of the Comptroller, Human Resources, Equal Opportunity Office, and Budget Management areas. Brenda has 5 years of experience at the University of Kansas. She worked as an analyst in budget management and institutional research before joining UMI. Brenda has a BA in Accounting from the University of Kansas.
© 2003 Beth Ridenour
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Abstract
The University of Kansas has developed a web-based information system called DEMIS that allows campus staff to quickly query and assimilate data from its transactional or OLTP systems. The presentation will demonstrate the system, describe its use by various types of staff, and discuss the future directions of the system.
© 2003 Beth Ridenour
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• History - The University of Kansas opened its
doors in 1866.
• Academics - The university offers more than 100 undergraduate and graduate majors and programs including allied health, architecture, business, education, engineering, fine arts, journalism, law, liberal arts and sciences, nursing, pharmacy, and social welfare.
• Lawrence Campus Enrollment – Approximately 20,000 undergraduates and 6,000 graduate students from every state in the nation and more than 100 countries around the
world.
About the University of Kansas
© 2003 Beth Ridenour
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DEMIS: A Management Reporting System
Our solution for providing Mission Critical Decision-Support
Information to our Campus Community in a Quick, Dynamic,
User-Friendly and Powerful Format
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What is DEMIS?Departmental Executive
Management Information System
• Campus Intranet system for the University of Kansas
• Developed gradually over-time from a few static web pages to a campus management ‘portal’ © 2003 Beth Ridenour
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What is DEMIS?
“A decision support system is an interactive system that provides the user with easy access to decision models and data in order to support semistructured and unstructured decision-making tasks.”
(Watson, Houdeshel, & Rainer, 1997, p.265)
DEMIS as a decision support system, which can be defined in many ways. The definition that we think fits DEMIS the best is:
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What is DEMIS?
Key parts for a decision support system are:
• Ease of use
• Contains models or analytical aids used to analyze the data
• Data are maintained to be used in the analysis
© 2003 Beth Ridenour
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What is DEMIS?
DEMIS is one part of a larger architecture for data warehousing / information delivery proposed by the Office of the Vice Provost for Information Services
Link to KU’s Technical Infrastructure Task Force Report:http://www.vpinfo.ku.edu/DataWarehouse/KMIDTF Full Report.htm
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KU Enterprise Data Architecture
Knowledge Management Infrastructure Definition Task Force 06/2000 Adapted from Ken Orr’s Enterprise Data Architecture, 1998
Data Feed / Data Mining / Indexing Layer
Da
ta A
cqu
isiti
on
--
SA
S/
OW
B /
De
cisi
on
Str
ea
m
Data Staging and Quality Layer Operational
Data Stores
Inte
gra
tion/
Co
nso
lida
tion
P
roce
ss
Core DW Layer
Central DW
Fe
ed
/ M
inin
g /
Ind
exi
ng
Pro
cess
Space Inventory
Non-operational
Data Sources
IPEDS
External Data
AMCAS AAU
HRSA
SRIS
FSKU
MCHR
Source Data
Layer
KUMC Fin
SAKU
KUFS Detail
SRIS Legacy
data
CRINC FS Detail
Other Subject
Area Applications
Subject Areas
: - Students - Financial - Human
Resources - Facilities /
Equipment - Research
KUFS
CRINCFS
KUMCFS
SCH MART
Data Mart Layer
Others
Presentation / Desktop Access Layer Downloads Spreadsheets Business
Analysis Tools
DEMIS / Web
Interfaces
Metadata Repository Layer Warehouse Management
Layer Application Messaging Transport Layer
Operational Data Sources
SA RDS
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DEMIS Menu Architecture
User database
User ID Key User + Menu database
User ID Key + Menu Key
Menu Links database
Menu Code Key
User Id Authentication via
Web server
DEMIS Display
Using htmSQL
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DEMIS Query Architecture
CGI
Functional Subject Area
Data mart
A DEMIS Query web form
Filters + Rpt Breaks
SAS report program
User receives output in HTML,
RTF, PDF, or Excel-ready
format
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DEMIS Extraction and Data Transformation
• Use SAS with access to Oracle
• Data is “transformed” and manipulated for the report model.
• Data marts are saved as SAS datasets and indexed for reporting
• “Power users” use desktop SAS and SAS/Connect to access the operational daily stores on the DEMIS Unix Server
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• Selected PeopleSoft (Oracle) tables and legacy system flat-file extracts Data marts
Financials datamarts updated twice daily
Payroll and other datamarts updated once daily
• Data warehouse
Frequency of updates determined by business need
DEMIS Data Sources
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KU Human Resources in Support of DEMIS
• Department of University Management Information – 3 FTE
• Office of Institutional Research and Planning – 1 FTE (contributed by multiple analyst) in support of various analytical systems
• Office of Decision Support Services – 1 FTE in maintenance of users and interface with production control and technical support
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Hardware & Software resources in support of DEMIS
• Software– SAS Modules (V8.2)
• SAS/Base; SAS/IntrNet; SAS/MDDB; SAS/Access to Oracle; SAS/Warehouse Administrator
– Apache Web Server software
• Hardware– SUN 3500E– 6 Processors– SAN Storage (when more is needed it is allocated
within a few days
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Current DEMIS Interface
• Uses a password protected web-site that allows customization of the links for a user
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DEMIS
Provides decision-maker tools to manage:
• Student Enrollments• Space usage• Academic programs• Payroll and staffing• Financial expenditures
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In the beginning…
• Need to replace legacy system hard-copy reports
• Standard Operations Reports
DEMIS as a “Reporting Silo”
Evolution of DEMIS Financial Perspective
© 2003 Beth Ridenour
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Stage 1: Standard Operations Reports
DEMIS as a “Reporting Silo”
Web reporting solutions for
• Financial
• Human Resource and Payroll
Evolution of DEMIS Financial Perspective
© 2003 Beth Ridenour
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Evolution of DEMIS - Financial
Live Demo
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Evolution of DEMIS - HR/Payroll
Live Demo
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Stage 2: Inter-related Systems
Introduction of Decision Support Systems
Web reporting solutions for
• Budget Management
• Space Management
Evolution of DEMIS Financial Perspective
© 2003 Beth Ridenour
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Evolution of DEMIS - Budget Management
Live Demo
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Evolution of DEMIS - Space Management
Live Demo
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Inter-related Systems Stage 2: Complete Project/Grant View
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Inter-related SystemsStage 2: Complete Project/Grant View
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Issues:
• Inter-related reports are duplicating information
• Too get a full picture people have to go to multiple reports
• The relationship between different reports are not apparent to users
Evolution of DEMIS Financial Perspective
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Immediate Future Goals of DEMIS
Financial Perspective
• Stage 3: Develop Financial “dashboards”– department and campus financial sound bite
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Stage 3: Develop Complete Financial View – campus / department financial
sound bite
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1.Prep work – chart of account issues
2.Performance measures
3.Organization of Information
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Stage 3: Develop Complete Financial View – campus / department financial
sound bite
Performance Measures:
Measures that are felt on the “balance sheet”
© 2003 Beth Ridenour
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Stage 3: Develop Complete Financial View – campus / department financial
sound bite
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Organization of critical data:
“Sound bite” of financial picture that makes sense to Deans, Chairs, functional staff quickly –
with elaboration into the detail as a logical next step.
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Academic Subject Area
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Student Admin. Subject Area
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Academic Trend Metrics
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Sample Query Selections
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Output from Sample Query
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Output from Sample Query
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Output from Sample Query
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Academic Metric Ratio Query
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Output from Metric Query
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Immediate Future Goals of DEMIS
Academic Perspective
• Integrate with KU’s Faculty/Staff Portal for authentication
• Develop a University Performance Indicator Measurement query system (primarily for Academic Units)
© 2003 Beth Ridenour
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Catherine Lumsden, Program Manager, SAS Corporation
[email protected] Ryan Cherland, Director, University of Kansas
Brenda Tucker, Senior Programmer/Analyst, University of Kansas
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© 2003 Beth Ridenour
Jayhawks on Parade