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Data Management & Admin
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Open Session
HEDA USER GROUP
2013
November 2013
Home
Welcome
2013 IDSC News
Data Management & Admin
IDSC News 2
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
• Staff Matters
•
•
•
•
•
Kogie Moodley-Pretorius – Marketing Director – 1 February
Corne Muller – Office Manager - 1 June
Stanley Gricius – Operations Manager – 1 January
Stephan & Stanley Williams - Married
New position – Development, Training & Documentation - 2014
• Clients
• WSU Project
• University of Venda
• Mangosuthu University of Technology
• IDSC web page (www.idsc.co.za)
• Office Revamp
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2013 IDSC News
Data Management & Admin
IDSC News 2
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
• Community Engagement
• Peer Data Sharing Project – PDS
• Web site with DHET HEMIS and Research Data
• Viability
• HESA FEFS Benchmarking
• Theology Faculties
• 9 X Student Bursaries
• Vessels of Mercy
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Welcome
2013 IDSC News
Planning
Data Management & Admin
IDSC News 2
Request Overview
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
New Modules
• IDSC to be a preferred employer
• HEDA
•
•
•
•
•
•
•
•
•
•
•
•
Dashboard and Cube Report use at institutions
Planning Structures, Timesheets
Central query repository where queries are maintained and shared
Report Repository on web (SSRS, Cube reports, Widgets, Dashboards, Queries)
Module documentation
Modules via the “Cloud” and available as separate web applications
Data Level Security on Cube reports
ITS Views Warehouse, Student Success Monitor, Peer Data Sharing
HEMIS Audit Tool for auditors, Private and FET presence
1 x Publication
Client Communication via Skype and each client to visit IDSC for 2/3 days
Team Foundation Services, SQL Server Denali, Project Crescent
4
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IDSC News 2
Request Overview
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
New Modules
240
240
200
200
160
160
120
120
80
80
40
40
0
ADHOC REQUESTS
DEVELOPMENT HOURS
IDSC Activity & Ad hoc Requests by Week
(Only 5 of a possible 26 Projects)
0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46
AXIS TITLE
PES
Enrolment Planning
Viability
ITS Views Warehouse
Client Visit
Existing Adhoc Requests Cumulative
IDSC Development Capasity
Adhoc Requests Received
Ave Adhoc
Adhoc Requests Completed
1443 Ad hoc requests during first 46 weeks of 2013
5
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2013 IDSC News
Planning
Data Management & Admin
IDSC News 2
Request Overview
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
New Modules
• Application Requirement System – Mobi site
• Bugnet Time Tracker
• Performance Evaluation Scorecard - web
• Enrolment Planning
• Academic Entity Viability - web
• Programme & Subject Viability - web
• Staff Activity Monitor
• ITS Views Warehouse
• Staff, Subject & Curriculum Audit
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2013 IDSC News
Data Management & Admin
IDSC News 2
2013 Overview
Reporting
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Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
12 Clients
26 Modules
56% - Licenced
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2013 IDSC News
Session 1
Data Management & Admin
IDSC News 2
Session 2
Session 3
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
Session 4
Specifications
Session
8
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2013 IDSC News
Session 1
Data Management & Admin
IDSC News 2
Session 2
Session 3
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
Session 4
Specifications
Session
9
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2013 IDSC News
Session 1
Data Management & Admin
IDSC News 2
Session 2
Session 3
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
Session 4
10
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2013 IDSC News
Session 1
Data Management & Admin
IDSC News 2
Session 2
Session 3
2013 Overview
Reporting
Decision Support
Clients & Modules
Monitoring & Evaluation
Open Session
UG Programme
Session 4
Open
Discussion
Session
11
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
• Research Publication data difficult to obtain
• Different legacy systems at Institutions
• No standard formatting or structure
• No referential integrity
• RIMS (Research and Information Management System)
•
•
•
•
•
Common application platform supporting research administration process
23 Universities supporting the initiative
Structured data
Accessible by Institutions
Data can be extracted via templates and exported to Excel
• Workshop between IDSC, RIMS and UJ
• Extracting data, integratingCopyright
with©HEDA
IDSC Ltd.
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RIMS
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ITS Views
Process
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
•
•
•
•
•
Current 2
Pivots
Indicators
Future
New
PDS Integration
Integrated
XML
Run/
Upload
Setup
Research
Templates
Schedule
Research
XML
Excel
data
Research
templates
files
imported
reports
supplied
Data
to data
HEDA
Import
tointo
by
IDSC
RIMS
Save
server
on
HEDA
available
HEDA
asWarehouse
Excel
in
Dashboard
multiTemplates
Placed
Select
Integrated
dimensional
years
in specific
for
with
to
Cube
Excel
import
current
folder
Reports
reports
like to
be exported
Ascii
Dimensions
Share
files
withcurrently
users
like Staff detail
The final
and
Build
Department
owntemplates
Cube Reports
detail
and for
processqueries
Ad-hoc
will be tested in
January, documented and
communicated
Warehouse
HEDA Data Import
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
• Demonstration
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
• PDS Project was launched in 2006 by IDSC together with UJ to
address the needs regarding benchmarking in Higher Education
• HEMIS data collected from DHET
• Enriched with some Research data
• Design and build a Multi-dimensional database
• Define a number of Indicators and the ‘Indicator Explorer’
• Publically available to all institutions on the PDS web site
www.heda.co.za/pds
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Version 1.0
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
16
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Version 1.0
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
17
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Version 1.0
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
18
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Version 1.0
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
19
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Sign-on
Cube
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
1. Replace the current PDS site with a HEDA Dashboard
• Dynamic design and layout
• Grids, Charts, Rich-text, Sections
• Latest Dashboard functionality
• Access to HEDA Explorer
•
•
•
Documents
Reports
Links
• Tabs
• Latest Cube Report functionality
• My Cube Reports
2. Integrating PDS data with HEDA/Institutional data
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
1. Default Dashboard
• Layout, design, indicators, information, links
• Cube Reports
• SQL Server Reports
• HEDA Explorer
• Documents
• Links
Version 1.0
21
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RIMS & PDS
RIMS
Data Management & Admin
ITS Views
Process
Cube
Sign-on
PDS
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Current 1
Current 2
Pivots
Indicators
Future
New
PDS Integration
2. Integrating PDS data with HEDA/Institutional data
• Benchmarking
Version 1.0
22
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RIMS & PDS
Data Management & Admin
ITS Views
Sign-on
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
The HEDA ITS Views Warehouse Module enables institutions using
the ITS Operational System to obtain detailed data in an integrated
manner from the following core processes:
Curriculum, Applications, Enrolment Quotas, Qualification Enrolments,
Subject Enrolments, Bursaries, Residence, Graduates, Staff, Budget
and Actual Financials.
SSRS Report Templates
My Cube Reports
23
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RIMS & PDS
Single Sign-on 1
Data Management & Admin
ITS Views
Sign-on
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Single Sign-on 2
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RIMS & PDS
Single Sign-on 1
Data Management & Admin
ITS Views
Sign-on
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
Single Sign-on 2
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RIMS & PDS
Data Management & Admin
ITS Views
Sign-on
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Time Sheets
This module is an easy web application which assists all staff in
capturing their time spent on a particular HEMIS programme over a
period of time. Data is automatically stored in the database and the
quality of data is maintained through the process of checks and
balances in the data entry.
This data is also used for the HEDA Programme Viability module and
assists in the generation of the HEMIS Staff ASCII files.
Need to link Staff Member to Subject and Qualification
26
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Dashboards
Data Management & Admin
My Cube Reports
Self Service BI
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
A number of different dashboards can be created.
Layout
Security
Widgets
Detail data X 3
Navigation
Filter
27
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Dashboards
Purpose
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Functionality
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
My Cube Reports
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Dashboards
Purpose
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Functionality
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
My Cube Reports
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Dashboards
Purpose
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Functionality
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
My Cube Reports
Copyright © IDSC Ltd.
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Welcome
Dashboards
Purpose
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Functionality
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
My Cube Reports
Copyright © IDSC Ltd.
31
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Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Integration
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Meta Data
Automation
User Friendly Views
Other
Client need?
Self-Service BI: Definition
Self-service business intelligence is an approach to data analytics that enables
business users to access and work with institutional information without IDSC’s
involvement. The self-service approach lets end users create personalized reports
and analytical queries
Self-Service BI: It’s Not Just a Tool
The BI tool vendors imply that if you buy their product, your business community
will reap the benefits of self-service BI. Don’t kid yourself. There’s a bunch of work
that has to get done before your business users can leverage this fabulous
capability. Be realistic about how much work there is, and how much time and
resources it’ll take to deliver great self-service BI to your user community
Key Elements
Source:
http://searchbusinessanalytics.tech
• Business focus
target.com/definition/self-service• Intuitive user interface
business-intelligence-BI
• Metadata dictionary
• Training on data and self service applications
32
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Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Integration
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Meta Data
Automation
User Friendly Views
Other
Client need?
Applications
Reporting
Data
Management
33
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Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Integration
Meta Data
Automation
User Friendly Views
Other
Client need?
• Audited HEMIS Data
• Student, Staff, Space
• Enrich with Finance & Other
• ITS Views Warehouse
• Student, Staff, Finance
• Operational Data
• Institution specific
• Research data (RIMS)
• PDS data
34
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Welcome
Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Integration
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Meta Data
Automation
User Friendly Views
Other
Client need?
35
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Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Integration
Meta Data
Automation
User Friendly Views
Other
Client need?
Variable
Value
ID
V005
Description
Qualification type
Definition Link
Click <a
href="javascript:void(window.open('~path~Ded_001_010.htm#E005','_b
lank'))">here</a> for the Valpac definition.
In Use
Yes
Friendly Name
Qualification Type description
Dashboard Filter
Yes
Value Query
SELECT DISTINCT QD_005 AS [Code], QD_005 AS [Desc] FROM
HEDA_Warehouse.dbo.QUAL_DIM
Base Table
HEDA_Datastore.dbo.V005
SSRS List Box
Yes
Type
Grouping,Filter
36
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Concepts
Data Management & Admin
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Overview
Self Service BI
Data Sources
Integration
Reporting
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Monitoring & Evaluation
Open Session
Enrolment Planning
Meta Data
Automation
User Friendly Views
Other
Client need?
37
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Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Tables
Integration
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Meta Data
Automation
User Friendly Views
Other
Client need?
Views
38
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Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Integration
Meta Data
Automation
User Friendly Views
Other
Client need?
• SSRS Templates
• SSRS Dynamic Parameters
• Data Element definitions
• My Web Cube Reports
• Excel Pivot tables
• Dashboard layout
Key Elements
•
•
•
•
Business focus
Intuitive user interface
Metadata dictionary
Training on data and self service
applications
• Query building
• Formatting/Themes
• FAM, Viability, Enrolment Planning…..
• Quick Starts, Training Power Points
39
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Welcome
Dashboards
Concepts
Data Management & Admin
My Cube Reports
Overview
Self Service BI
Data Sources
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
Integration
Meta Data
Automation
User Friendly Views
Other
Client need?
• What is the need of the clients?
• Will the clients use the self service capabilities?
IDSC’s Focus Points
•
•
•
•
Wizards
Validations
Dynamic Help Documentation
Training?
40
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Dashboards
Data Management & Admin
My Cube Reports
Self Service BI
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Enrolment Planning
The Enrolment Planning module assists institutions in the planning of future
student enrolments, monitoring and reporting on planned vs. actual
enrolments and automatic generation of the DHET Enrolment and Scarce
Skills tables.
Methodology for the six year projection:
 Is based on a default first time cluster growth percentage
 Uses historical throughput and retention statistics in determining the
projected returning enrolments and graduates per programme
 New planned programmes can be added and historic retention and
throughput rates can be adjusted based on evidence of previous
interventions
41
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Data Management & Admin
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Viability
Academic Entities
Programme & Subject
Staff Activity
The data is presented in a dynamic data grid and various chart
components and is structured as follows:
 Financial data (direct related and indirectly distributed (Institutional
Overheads)
 Academic data (Student-related and Staff-related)
 Ratios and Norms
42
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Data Management & Admin
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Viability
Academic Entities
Programme & Subject
Staff Activity
The main focus is at Module Level with the following data components:
 Financial data direct related (tuition fees, government subsidies,
other levies, salary expenses from academic staff timesheets)
 Financial data indirectly distributed (owner department –
institutional overheads and other income and expenditure)
 Academic data (student and staff related)
 Ratios and Norms
Programme Level data is provided as a summary of all the Module Level
data
43
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Data Management & Admin
Reporting
Decision Support
Monitoring & Evaluation
Open Session
Viability
Academic Entities
Programme & Subject
Staff Activity
44
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Audit Applications
Purpose
Data Sets
Data Management & Admin
Performance Evaluation
Modules
Statusses
Reporting
Cohort Analyses
Functionality
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Audit
Copyright © IDSC Ltd.
45
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Audit Applications
Purpose
Data Sets
Data Management & Admin
Performance Evaluation
Modules
Statusses
Reporting
Cohort Analyses
Functionality
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Audit
Copyright © IDSC Ltd.
46
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Welcome
Audit Applications
Purpose
Data Sets
Data Management & Admin
Performance Evaluation
Modules
Statusses
Reporting
Cohort Analyses
Functionality
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Audit
Copyright © IDSC Ltd.
47
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Welcome
Audit Applications
Purpose
Data Sets
Data Management & Admin
Performance Evaluation
Modules
Statusses
Reporting
Cohort Analyses
Functionality
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Audit
Copyright © IDSC Ltd.
48
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Welcome
Audit Applications
Purpose
Data Sets
Data Management & Admin
Performance Evaluation
Modules
Statusses
Reporting
Cohort Analyses
Functionality
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Audit
Copyright © IDSC Ltd.
49
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Welcome
Audit Applications
Purpose
Data Sets
Data Management & Admin
Performance Evaluation
Modules
Statusses
Reporting
Cohort Analyses
Functionality
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Audit
Copyright © IDSC Ltd.
50
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Audit Applications






Data Management & Admin
Performance Evaluation
Reporting
Cohort Analyses
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Show progress towards reaching targets outlined in the institutional goals whether
quantitative or qualitative
Allows for a “bottom-up” approach where the actual measurement occurs at the lowest
level and then summarised upwards. Each level entry is given an importance weighting
which is used in determining the weighted score.
Once institutional objectives have been specified and allocated to specific managers within
the institution, the HEDA Scorecard will produce individual plans for managers.
The managers can then monitor their progress towards the attainment of their goals – both
for those responsibilities assigned by management and other responsibilities or personal
development initiatives that need to be tracked
Provision is made for objectives to be prioritised for performance management purpose by
incorporating an order and a weight. The order of priority and the weight attached to an
objective will be agreed between the respective manager and staff
There is provision for self-evaluation by the staff, provisional evaluation by the manager
and a final agreed evaluation
51
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Audit Applications
Data Management & Admin
Performance Evaluation
Reporting
Cohort Analyses
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
The Cohort Tracking module is a great tool to track student mobility and provides an
analysis of student tracking from a management and programme management
perspective.
By using Cohort Tracking, institutions are able to evaluate specific cohorts. The tracking
also allows for the meaningful evaluation and interpretation of data, which ultimately
defines qualitative future planning and decision-making.
The Cohort Tracking module has two distinctive processes:
Management (a number of predefined cohorts can be identified such as student numbers,
campus/faculty etc. The predefined cohort datasets is automatically generated during a
data refresh process and accommodates benchmarking between other institutions in
terms of retention, throughput and dropout rates.
Programme Planning is based on HEMIS or Operational data. The notion of first time
cluster enrolment which is different to first time entering enrolment forms the basis of the
programme planning perspective. Reporting is available which indicates to a programme
owner the detail composition of a cohort in terms of retention, throughput, dropout and
progression statistics.
52
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Audit Applications
Background
Data Management & Admin
Performance Evaluation
Cloud Service
Concept
Reporting
Cohort Analyses
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Feasibility
• Interrogator supports an institution in their annual data
management process and specifically the HEMIS data
submission to the DHET.
• It further assists the HEMIS staff member(s) in:
• Submitting a submission on time
• Validating that the data is correct (Valpac error queries)
• Distributing records in error to the appropriate personnel/
departments to be rectified
• Currently a HEDA Module installed and running at the
Institution
Version 1.0
53
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Audit Applications
Background
Data Management & Admin
Performance Evaluation
Cloud Service
Concept
Reporting
Cohort Analyses
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Feasibility
• Interrogator Cloud service
• Aimed at Institutions looking for a ‘lite’ version
• No Interrogator installation at Institution necessary
• No HEDA installation at Institution necessary
• No local resources/ hardware necessary
• Lower cost of ownership
• Minimum setup required, depending on level of usage
Version 1.0
54
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Audit Applications
Background
Data Management & Admin
Performance Evaluation
Cloud Service
Concept
Reporting
Cohort Analyses
Decision Support
User responsibility
Open Session
Interrogator Pro
Feasibility
Interrogator
Version 1.0
Monitoring & Evaluation
Validate
&
Process
Hierarchical
structures
Distributions
55
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Audit Applications
Background
Data Management & Admin
Performance Evaluation
Cloud Service
Concept
Reporting
Cohort Analyses
Decision Support
Monitoring & Evaluation
Open Session
Interrogator Pro
Feasibility
• Is there a need for a service like this?
• Which Institutions will make use of this service?
Version 1.0
56
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Contents
Welcome
Reason
Data Management & Admin
IDSC
Processes
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
• IDSC Business Model
• What do you pay for
• Proposed Changes in the Way we do business
• Discussion Points
There is a reason why we need to change the way
we are doing business!
57
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Contents
Reason
Data Management & Admin
IDSC
Processes
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
240
240
200
200
160
160
120
120
80
80
40
40
0
ADHOC REQUESTS
DEVELOPMENT HOURS
IDSC Activity & Ad hoc Requests by Week
(Only 5 of a possible 26 Projects)
0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46
AXIS TITLE
PES
Enrolment Planning
Viability
ITS Views Warehouse
Client Visit
Existing Adhoc Requests Cumulative
IDSC Development Capasity
Adhoc Requests Received
Ave Adhoc
Adhoc Requests Completed
1443 Ad hoc requests during first 46 weeks of 2013
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Contents
Welcome
Reason
Data Management & Admin
IDSC
Processes
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
“to serve with Integrity and provide Integrated Institutional
Planning and Reporting Tools for the Education Sector
through Innovative Solutions”
To be a sustainable company who focuses on client
satisfaction through excellent support and innovative and
cost effective products
Focused on a partnership and based on a “win win” strategy
Version 1.0
Sustainable products
Client service
Innovation
Impartiality
Integrity
Reliable
Loyal
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Reason
Data Management & Admin
IDSC
1. Client Support
(66%)
Processes
Reporting
Client Support
Decision Support
Changes
2. New
Developments
(6%)
1.1 HEDA Module
Maintenance
•Maintenance
•Enhancements
•Bug fixes
1. 2 User Support
•Ad hoc queries
•Report/dashboard building
•Data Imports…
1.3 User Training
•Training material
•Training sessions
•Help documentation
New HEDA Modules
Monitoring & Evaluation
Open Session
Discussion Points
3. Consultation
(8%)
Additional Support
needed by Client
Challenge is to apply our effort
at the same time to all 4
processes without impacting the
quality and outputs
4. Other
(20%)
Administrative
Marketing
Community
There seems to be a need that IDSC
must take on a more prominent role
as Business Analysts
Home
Welcome
Contents
Data Management & Admin
Reason
IDSC
Processes
Reporting
Client Support
1. HEDA Module
Maintenance
Decision Support
Changes
Monitoring & Evaluation
Discussion Points
2. User Support
60%
Open Session
3. User Training
30%
10%
1. Fixed Annual support hours wrt Support and Training per licenced HEDA
Module
2. Base HEDA Module price (Impact of between +6% and -6% over 12
clients) UJ
VEN
CPUT
WSU
TUT
UNISA
NWU
UCT
MUT
UOFS
CUT
UL
175
112
129
167
181
107
175
79
47
151
107
115
66
42
48
63
68
40
66
30
17
57
40
43
-3%
3%
-1%
3%
-2%
1%
-2%
-6%
2%
6%
3%
HOURS
User
Support
User
Training
% Diff Fee
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Welcome
Reason
Proposed Changes 1
Data Management & Admin
IDSC
Processes
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
Proposed Changes 2
• Realign Resources to fit Processes
• Allocate time for IDSC to do technical training
• Work within a schedule/Project Plan
• After Hours Support = 2.5 * Support Hour
• Manage the Role of the Institution during the Support Process
• Manage the period and number of unfunded HEDA Module implementations
• Manage client visits
• Implement a process so that the client can monitor support hours
• Implement a Satisfaction Survey – (In-time, In-spec, Value added, Overall rating)
62
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Reason
Proposed Changes 1
Data Management & Admin
IDSC
Processes
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
Proposed Changes 2
1. Discuss Open Source Modules
2. Discuss Cloud Solutions
3. Consultation with User Group in determining annual licence fee increase
4. All clients pay on same date – 1st March
5. Notion of Post level 6/60 is not relevant anymore
6. Major Developments to be Approved by User Group
63
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Welcome
Contents
Page 1
Reason
Page 2
Data Management & Admin
IDSC
Page 3
Processes
2014 Priorities
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
2014 Priorities cont
1. 2014 Priorities
1. Cube Reports (Data level security, Sharing interactively)
2. Dashboard (Default filters, default dashboard, indicator images, Bells &
Whistles)Repository of objects (Dashboards, queries, widgets)
3. RIMS
4. PDS Website (Dashboard, Integration, Single Sign-on)
5. ITS Warehouse – IDSC Warehouse
6. Enrolment Monitor/Planning
7. Timesheets/Workload
8. Self-service BI (Interface)
9. Curriculum, Subject Audit (Integration and enhancements)
10.Performance Evaluation Scorecard
11.Viability/ Finance user group
12.Business Plan Generator
13.Central Applications
14.Data Mining
15.Interrogator Cloud Service
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Welcome
Data Management & Admin
Reason
Page 2
IDSC
Page 3
Processes
2014 Priorities
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
2014 Priorities cont
1. Bursaries
65
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Contents
Page 1
Reason
Page 2
Data Management & Admin
IDSC
Page 3
Processes
2014 Priorities
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
2014 Priorities cont
1. aa
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Contents
Page 1
Welcome
Reason
Page 2
Data Management & Admin
IDSC
Page 3
Processes
Reporting
Client Support
2014 Priorities
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
2014 Priorities cont
• Staff Time Sheets
• UJ Staff Schema’s
• RIMS Data
• Dashboards
• New Widgets
• Enhancements
• Enrolment Planning – Web
• Business Plan Generator – Web
• Interrogator Pro Cloud Service
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Contents
Page 1
Welcome
Reason
Page 2
Data Management & Admin
IDSC
Page 3
Processes
2014 Priorities
Reporting
Client Support
Decision Support
Changes
Monitoring & Evaluation
Open Session
Discussion Points
2014 Priorities cont
• Cube Reports
• Data Level Security
• Mobile Platform
• Viability
• Performance Evaluation Scorecard
68