Transcript Slide 1
The University of Kansas
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 © 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.
The University of Kansas
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
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.
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
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
About the University of Kansas
•
History -
The University of Kansas opened its doors in 1866.
© 2003 Beth Ridenour •
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.
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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.
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
M
What is DEMIS?
D
epartmental
E
xecutive anagement
I
nformation
S
ystem
• 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
What is DEMIS?
DEMIS as a decision support system, which can be defined in many ways. The definition that we think fits DEMIS the best is: “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)
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
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
KU Enterprise Data Architecture
Source Layer Data
Sources
Data Staging and Quality Layer
Operational Data Stores
HRSA SRIS KUFS Detail FSKU MCHR SRIS Legacy data KUMC Fin SAKU
External Data
CRINC FS Detail IPEDS AAU AMCAS
Non-operational Data Sources
Space Inventory Other Subject Area Applications
SA RDS Core DW Layer
Subject Central DW : Students Financial Human Resources Facilities / Equipment Research
Data Feed / Data Mining / Layer
Downloads Spreadsheets Business Analysis Tools DEMIS / Web Interfaces
Data Mart Layer
KUFS KUMCFS CRINCFS Others SCH MART
Presentation / Desktop Access
Metadata Repository Layer Layer Layer Knowledge Management Infrastructure Definition Task Force Adapted fro m Ken Orr’s Enterprise Data Architecture, 1998 06/2000
DEMIS Menu Architecture
User Id Authentication via Web server DEMIS Display Using htmSQL User database User ID Key User + Menu database User ID Key + Menu Key Menu Links database Menu Code Key
DEMIS Query Architecture
A DEMIS Query web form Filters + Rpt Breaks User receives output in HTML, RTF, PDF, or Excel-ready format CGI SAS report program Functional Subject Area Data mart
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
DEMIS Data Sources
• 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
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
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
Current DEMIS Interface
• Uses a password protected web-site that allows customization of the links for a user
DEMIS
Provides decision-maker tools to manage :
• Student Enrollments • Space usage • Academic programs • Payroll and staffing • Financial expenditures
Evolution of DEMIS
Financial Perspective
In the beginning…
•
Need to replace legacy system hard-copy reports
•
Standard Operations Reports
DEMIS as a “ Reporting Silo ”
© 2003 Beth Ridenour
Evolution of DEMIS
Financial Perspective
Stage 1: Standard Operations Reports
DEMIS as a “ Reporting Silo ”
Web reporting solutions for
•
Financial
•
Human Resource and Payroll
© 2003 Beth Ridenour
Evolution of DEMIS -
Financial Live Demo
Evolution of DEMIS -
HR/Payroll Live Demo
Evolution of DEMIS
Financial Perspective
Stage 2: Inter-related Systems
Introduction of Decision Support Systems
Web reporting solutions for
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Budget Management
•
Space Management
© 2003 Beth Ridenour
Evolution of DEMIS Budget Management Live Demo
Evolution of DEMIS
Space Management Live Demo
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Inter-related Systems
Stage 2: Complete Project/Grant View
Inter-related Systems
Stage 2: Complete Project/Grant View
Evolution of DEMIS
Financial Perspective
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
Immediate Future Goals of DEMIS
Financial Perspective • Stage 3: Develop Financial “dashboards” –
department and campus financial sound bite
Stage 3: Develop Complete Financial View –
campus / department financial sound bite
1.Prep work – chart of account issues 2.Performance measures 3.Organization of Information
Stage 3: Develop Complete Financial View –
campus / department financial sound bite
Performance Measures:
Measures that are felt on the “balance sheet”
© 2003 Beth Ridenour
Stage 3: Develop Complete Financial View –
campus / department financial sound bite
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.
Academic Subject Area
Student Admin. Subject Area
Academic Trend Metrics
Sample Query Selections
Output from Sample Query
Output from Sample Query
Output from Sample Query
Academic Metric Ratio Query
Output from Metric Query
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
Catherine Lumsden, Program Manager, SAS Corporation
.com
Ryan Cherland, Director, University of Kansas
Brenda Tucker, Senior Programmer/Analyst, University of Kansas
© 2003 Beth Ridenour