Georgetown
UNIVERSITY
A Dashboard for the
Board of Directors
and Campus Executives
January 11, 2012
CSG@Stanford
Charles F. Leonhardt
leonhardt@georgetown.edu
Key Drivers for a Board System
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Automate Labor Intensive process
Go Green: Reduce paper as well as printing and
distribution costs
Provide online access to the Meeting Board Book to
Directors and Senior Administrators in a more timely
manner
Archive Board materials electronically
Extreme focus on information security
Mobile Access to Materials
Online Voting
Online Distribution of University News
Georgetown
UNIVERSITY
Selection Process
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Reviewed system candidate landscape with Gartner
consultant
Researched Top 15 products
Eliminated 10 of the 15 based on literature review (not secure
enough, not functional enough, not appropriate for higher
education)
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Demonstrations of the top 5 to UIS staff, focusing on user
interface, information security, ease of use, mobile options,
use in higher education, cost
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Selection of Top 2 for a “bake off”
Diligent Board Books was the clear winner
 Only perfect score during UISO Security Review
Georgetown
UNIVERSITY
Characteristics of Board Books System
» In the cloud with redundant data centers across
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the world
24x7x365 Help Desk for System Administrators,
Board Members, and University Officials
Training is usually done by gotomeeting.com
Excellent information security
All materials are encrypted, require passwords
to download, can specify document expiration
and revocation dates, can be auto erased
Georgetown
UNIVERSITY
Pilot Process
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Contract for a 3 month pilot through June 30, 2011
Office of the University Secretary
 Built February Board Book online in 3 hours (with complete
set of materials)
 Built May 2011 Board Book for pilot group
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Small group of Directors were trained to access May
materials
Full Board trained for accessing October 2011 Book
Senior Administrators now being trained for accessing
February 2012 Book
Georgetown
UNIVERSITY
Key University Metrics Currently
Delivered in Board Book
» ~220 page Management Report (joint effort of
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academic and admin leadership)
Organized in two parts
Part I: Integrated Data that cuts across
University Units: Students, Faculty/Staff,
Research, Financials, Endowment, Services
Part II: Organized by Operating Units: Main
Campus schools and units, Law Center, and
Medical Center
Georgetown
UNIVERSITY
Key University Metrics Currently
Delivered in Board Book
» Allows the Board to focus on major university
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topic area or focus an on operating unit
Comes with a commitment to develop an
Executive Dashboard
Provides the springboard for the content of a
dashboard
Contains some external benchmarking (which
needs to be expanded)
Georgetown
UNIVERSITY
Characteristics of Management Report
» Very Valuable Information
» Labor Intensive
» Very Distributed
» Snapshot: 3 times per year
» Voluminous (but indexed and searchable)
» Raw Material for a Dashboard (pending Board
and Executive review and comment)
Georgetown
UNIVERSITY
Characteristics of a Dashboard
» More information than a published document
» Automated
» Centralized
» Near Real Time Data
» Summary Data
» Ability to Drill Down
Georgetown
UNIVERSITY
Moving Forward
» Create Dashboard in phases using our current
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BI environment (EDW, Cognos)
Deliver the Dashboard via BI Environment
AND/OR
» Frequently Publish an Automated Dashboard in
Boardbooks
» Create an Interactive Display Tool in
Boardbooks
Georgetown
UNIVERSITY