1. BI Community Business Intelligence at the University of Iowa Foundation
Wednesday, July 19, 2017
University Capital Center UCC2520D
1:30 – 3:00

2. Agenda Overview Who we are What systems and tools we use
Where we are at with BI
Where we are headed in the future for BI
Examples of various dashboards
Q&A

3. Who We Are The University of Iowa Foundation IT Department
Josh K. Gants, Director of Application Development & Support
Jayson Sainsbury, Database Architect
Dave Carlile, Business Intelligence Developer
Tony Seidel, Business Intelligence Developer
Other Departments
Adam Link, Associate Director Annual Giving Programs
Mark Palmberg, Data Scientist
Shannon Patrick, Prospect Management Analyst II

4. Systems Overview Database Basics SQL Server 2014 (CL 110)
ETL using MS SSIS
11 servers
DEV / TEST / PROD
CRM vs. Finance vs. Other Transactional
Data Warehouse
Largely Transactional DBs
Deprecated MS SSAS cubes

5. Systems Overview Reporting Basics IDE: MS VS 2013 / 2015
MS SSRS
Tableau
Excel and other
IDE: MS VS 2013 / 2015
Source Control: MS TFS 2013
Data Analytics / Scoring: IBM SPSS Modeler

6. Business Intelligence Maturity
Somewhere in initial stages of BI maturity
Focus on reactionary reporting
Mostly parameterized reports
Some ad hoc query ability
Focused on detail data
Often manual efforts
General data awareness
Data hygiene and monitoring practices
Mostly descriptive analytics
Forming strategic BI vision / data governance

7. Data / Analytics Challenges
Data Access / Trust / Openness
Focus on Operational Reporting
Data Knowledge / Ownership
Data Standardization
Data Storage vs. Data Reporting
Time / Focus
Data Analytics Training

8. Plans for the Future Data Analytics Department
Increase in Analytics
Expanded Data Governance
Focus on Data Acquisition
Data Warehouse Development
Initial Focus on Supporting Marketing and Prospect Analytics
Long Term Goals
Easier Access for Analytics
Self-Service Reporting / Data Discovery / Ad-Hoc Querying

9. Examples of Dashboards
Reportal
A dashboard of reports for CRM
Hosted on our intranet
Shows recently-run reports
Links to run reports,
Connections into our CRM system

10. Examples of Dashboards

11. Examples of Dashboards
Finance Dashboard
Available to campus users
Tableau viz embedded in web page
Custom parameter selection
Mix in web content
Security Challenges
Campus/college specific areas
Internal users and groups
Capture accounting system permissions

12. Examples of Dashboards
Finance Data Mart
Kimball-esque
Operational reporting
Backend to 60+ SSRS financial reports
Accounting Operations
Financial Statements
Auditing
Financial Data Challenges
Complex account grouping
Law College may report assets differently from Nursing College
Custom “metric” hierarchy overlay

13. Examples of Dashboards
Strategic Plan Scorecard
Planning and data to drive decision making
Measurable goals
Goal Data Update Challenges
Goal owners need to update their data
Responsive web page for editing goals
Audience Challenges
Detailed view for internal use
Graphically heavy, “pretty” view for external use
External views will be produced by communications group for full control of presentation

14. Examples of Dashboards
Prospect Development Dashboards
Portfolio Summary
Snapshot of prospect portfolio metrics – summary to inspire/guide drilldown to CRM
Maintenance indicators for portfolio cleanup
Prospect Pool
Fundraiser Productivity
Productivity measures relative to tenure and title cohorts
Accepted plan summary stats
Interactions by Constituency

15. Examples of Dashboards – Prospect Development
Portfolio and Plans Summary
Snapshot of portfolio metrics – summary to inspire/guide drilldown to CRM
Maintenance indicators for portfolio cleanup

16. Examples of Dashboards – Prospect Development
Prospect Pool dashboard
Timely, precise prospect data, meaningfully sorted 
Display is particular to fundraiser and constituency

17. Examples of Dashboards – Prospect Development
Fundraiser Metrics
Productivity measures relative to tenure and title cohorts
Accepted plan summary stats

18. Examples of Dashboards – Prospect Development
Gifts by Constituent Area Reporting
Demonstrates value of institutional resources to colleges
Accepted solicitation information by area, fundraiser

19. Examples of Dashboards – Prospect Development
Interactions by Constituent Area Reporting
Demonstrates value of institutional resources to colleges
Meetings and meeting attempts by area, fundraiser

20. Examples of Dashboards - Annual Giving
Annual Giving Dashboards
Annual Giving Productivity
Unit and AG 'Silo' results year to year
A recreation of a manually produced report
Project Results
Tracks results of individual direct mail, , and phone-a-thon projects
Fiscal Year Comparison
Comparison of results by channel across previous fiscal years

21. Examples of Dashboards - Annual Giving

22. Examples of Dashboards - Annual Giving

23. Examples of Dashboards - Annual Giving

24. Larger Dashboard Project
Campaign Dashboard
Main Campaign Dashboard
Progress by Collegiate
Non-Collegiate

25. Campaign Dashboard
New Campaign Dashboard

26. Productivity Suite Current Productivity & Historical Productivity
Core Dashboards
Two Year Fiscal Year to Date Comparison
5 Year Comparison
Expanded Version of Current Productivity
Four Previous Years vs Current Fiscal Year to Date
Fiscal Year End
Similar to 5 year
Only Completed Fiscal Years
Recognition Credit
Integrates Constituent Data

27. Productivity Functionality
Year Over Year Comparison
Date Based Data
Different Views of Aggregation
Gift type
Sources
Designations
Filtering

28. Dashboard Demos
This Slide Intentionally Left Blank

29. Productivity Challenges
Complex Business Logic
No Knowledge Transfer From Previous Developer
Reinterpreting Undocumented Code
Aligning Business Owners
Multiple Views and Definitions of Data
Technical Challenges
Performance
Massive Amounts of Data
Project Challenges
Scope Creep
Single Report Became Suite

30. Productivity Tool Selection
Dashboard or Report?
Tableau Challenges
Printing
Archiving
Fitting All the Data Into a Single Page
Why Tableau?
Self Service
User Discovery
User Reports

31. Productivity Wins Consistent Reporting Refactor of Code
Created Primitive Data Mart
More Pliable to Business Rule Changes
Reusability
All Reports Based On Same Data Sets
Future Reports Can Use Base Objects
Easier Growth
Tool Agnostic
A Step in the Analytical Direction

32. Interested in Getting Tableau?
Mitch Trudell – Account Manager

33. Q&A
Any questions?