1. Business Intelligence (BI) in K-12
Plano ISD
John Alawneh
My talk today is bout PM in k-12 based on our own unique experience at Plano ISD
But before I get into the details of how we implemented PM, I am going to spend a little time on the evolution that lead to today’s PM structure
I want to share with you what in particular influenced our thinking and inspired our model
I will then talk about the main components that we adapted in our implementation
Then I will dive into our model and how we translated PM into an integrated platform for tracking and analyzing performance at all levels of the organization
At the end of this presentation, I hope you will be inspired to follow suit and come up with your own effective model for Pm in your district

2. So what should we do with all this data….?
For years we collected data, automated our systems and safe guarded our backups…
we have so much data safely secured away and we need to unlock it and make it available timely to our decision makers in a way that help them make effective decisions …
The challenges vary from organization to another and we will have better understanding of those challenges as we talk next about the the components of PM
However, they are generally related to:
Data integration and collection
Infrastructure
Leadership
Culture
Selecting the right vendor

3. Dashboards Metrics Push Technology Predictive Analysis
BI is a framework for leveraging data for tactical and strategic use.
Dashboards
Metrics
Push Technology
Predictive Analysis
Business Strategy
Data Warehouse
Analytical Skills
Ad hoc Reporting
Ok… let’s agree on a definition before we move forward so we are all on the same page
PM is not a system, or a software program, or a single project.
It is a “framework” that will help your district make better strategic decisions by leveraging the information we collect every day and make available in a variety of resources
So…It may includes all of the things you see here—metrics, ad hoc reporting, dashboards, predictive analysis…

4. The goal is to build real knowledge about the individual.
So, in order to achieve that goal, we must translate data to meaningful information so we can know how we can improve the individual student learning.
Data
meaning
knowledge

5. In the most efficient way… Wining through total alignment…
- We needed to align the enterprise along the goals and objectives mandated by our board….
Wining through total alignment…

6. At all levels of the Organization…
EXECUTIVES:
strategic
goals and objectives
Performance data
MANAGEMENT:
analytics
to support goals and objectives
Trend, summary data
it is important to mention here that the level of information access should be based on the organizational level to achieve effective PM
This process aligns the staff and their roles with the organization strategic objectives… in effect by aligning across functions
STAFF:
Reports
ad-hoc access
Detailed data

7. Enterprise Architecture
Our guide…
Strategy
Objectives
Drivers
Vision
KPI
Measures/Metrics
the top down and bottom up alignment
PM is limited by only two major components:
Architecture foundation and the
The vision of the organization
…and we will explore each one briefly…it is important that we understand how these two work
These were our guiding principals throughout the whole development process and we directly translated them into our final process that you will see later.
Analytics
Foundation
Reporting Model
Enterprise Architecture

8. The Enterprise Architecture…
SIS, HR
Financials
Operational Data Store
Reporting
Tools
ETL
Enterprise
Data Warehouse
ETL
OLAP
Tools
Dashboards
Enterprise Data Warehouse
Performance Management
Alerts
Dashboards
Scorecards
KPI’s
Legacy
Other
A critical part of the Architecture Foundation is the Enterprise Architecture. Without it you could not produce a PM environment.
The operation data store houses your operation data and you run your operation reporting through it
The DW houses your Enterprise data that stores consistent and standard data where higher level reporting can be performed such as OLAP and Dashboarding
PM can then add additional components to provide effective PM

9. The Vision… The PISD vision is driven by 4 strategic objectives:
Student learning
Capacity development
Knowledge based decision making
Community connectedness
Student learning is our focus at this phase of the project. The drivers for this strategic objective are:
AEIS
AYP
College Readiness
Drop out/Completion rate
AEIS has 5 KPI’s representing it and so on for the rest of the drivers….
There 5 measures/metrics driving each KPI under AEIS
The measures have actual values that drive the KPI…
This process is used through careful research and analysis until all drivers, KPI’s and metrics are identified and the relationships that interconnects them are established.
This work covers the vision portion of the alignment process covered earlier…remember the two areas of alignment for PM, the vision and architectural foundation

10. District Reporting Model Transaction Reports Intelligence BI Dashboard
Dashboard/Scorecard
Analytical Applications
Individualized Plans
Dashboard
Analytical
Reporting
Historical Trends
Forecasting
Level 5
Analytics
Self-Service
Reporting
Ad-Hoc
The architectural foundation requires the reporting model be established…we skipped the enterprise architecture since it is already established at PISD and it similar to what was covered earlier… We have an integrated ERP with DW and the PM tools in place.
Level 4
Reporting
Custom
Reports
Level 3
Transaction
Reports
Level 2
Level 1

11. Horizontal and Vertical Alignment
District Alignment
Horizontal and Vertical Alignment
District
Reporting Model
Intelligence
Dashboard
Processes Alignment
Analytics
The architectural foundation requires the reporting model be established…we skipped the enterprise architecture since it is already established at PISD and it similar to what was covered earlier… We have an integrated ERP with DW and the PM tools in place.
Reporting

12. Drive Strategy
Total Alignment
District Alignment
The total alignment requires alignment across and down the organization. There is horizontal and vertical alignment.
aligned down by ensuring that each level is managing the same goals and objectives
aligned across by making sure that all levels are driving the same goals and objectives
Process Alignment

13. The reporting model and PM components together…the three main components
- Dashboard
- Analytics
- BI

14. There are two parts:
- Health of your objectives, Drivers and KPI’s which are categorical values.

15. Role Based
When you login, you get a customized view based on your level and role…

16. The second part is the measures or metrics…
Move to next slide to magnify metrics….

17. Go through the two parts…the health and the measures…
It shows the jump to analytics at the end….

19. For example…this model was developed to show the teachers which students they can focus on to improve their class performance in TAKS scores that would also improve the schools rating…
The principals use this as part of their Campus Improvement Plan to decide the % of student performance improvement over prior year they should target…the % of improvement is based on the adding the students between red and purple lines to last year’s number.

20. National Distribution 15.9% - above grade level
34.1% - on grade level, independent
34.1% - on grade level, dependent
15.9% - below grade level
Current PISD Distribution
42% - above grade level
35% - on grade level, independent
18% - on grade level, dependent
5% - below grade level
Go next to drill down on the actual list of students with more details on each…
Tests both general and specific reasoning abilities in three areas: Verbal, Quantitative and Nonverbal with multiple measures.
Measures developed, not innate cognitive abilities.
Uses: * Guide efforts to adapt instruction to students’ needs. * Measure cognitive development. * Measure predicted versus observed levels of achievement.