Research Reporting and
Analytics Initiative
RA Forum Presentations
December 2014
V1.0
1
Strategic Business Needs



Improve overall access to reporting on research data:

Enable more efficient analysis and informed strategic decision support

Provide simpler processes for combining central data with local data

Build a foundation for Business Analytics and Business Intelligence
Deliver common reporting avenues and instruments:

Fixed Purpose (“canned”) standardized reporting

Guided Analysis (“parameter driven”) reporting

End-user, self-developed (“ad-hoc”) reporting and data mining
Include historical data:

Enable projection and identification of trends for consideration in the
development of future strategies
2
Purpose/Goals

Data Governance for research data

Improved accessibility in content, timeliness and ease of use

Identify obstacles and recommend policy changes

Identify and recommend changes to Systems of Record to improve data capture.

Identify and capture recommended changes to processes and procedures.

Assess impact of recommendations on key stakeholders, business offices, etc.

Socialize, Educate and Communicate the available data and how best to employ

* Top 3 Business Requirements being met:

Access to the Data

Readily available delivered reporting

Integration of local data with centrally managed University data
* Return on Investment realized through utilization of Data Assets
3
4
Project Oversight and Structure
Sponsors
VC for Research
VC for Finance
Steering Committee
Core Project Team
Denise McCartney
Christa Johnson
Blake Fuhler
Joe Gindhart
Rick Stanton
Larry Kuykendall
Denise Hirschbeck
Bill Hunn
Barry Goldstein
Working Group
(see subsequent slide)
Siomari Collazo Colon
Jill Totten
Natalie
Goodwin-Frank
Consultation and Coordination
ADR
DRAWG
RMC
Faculty Advisory
AVCR
OSRS
RECO
REI
Others…
SPA
Pilot Groups
(see subsequent slide)
5
Work Group Participants (selected by the Steering Committee)
6
Pilot Group Participants
(selected by the Steering Committee and Working Group)
7
Project Phases


Phase I – Pre-Award and Post-Award Data

Query access to modeled data

Standard Reporting to support basic needs

Provides Central source for extract of core data
Phase II – Improve data capture and availability

Understanding and accommodating locally captured data



Recommend changes to systems of record
Improving availability of data elements related to Research reporting

Exposing all data elements

Including all operational data elements
Phase III – Sustaining the Asset

Intake Process, Data Governance and Policy

Socialization of Available Data Definitions/Collections

Education around Reports and Reporting Tools

Increased Standardized Reporting

Support Structure
8
RAS Data Warehouse Roadmap
PHASE
Priority Data Sources
Target
I
1
PDS - PROPOSAL
Cover Page and Basic Demographics, Budget, Security, etc…
I
2
PDS – COMPLIANCE
Proposal Compliance Attributes
Jan 2015
I
3
PDS - KEY PERSONNEL
Key Personnel and Other Significant Contributors
Jan 2015
I
4
PDS - PROPOSAL TRACKING
Departmental Tracking and OSRS Central Management
Jan 2015
I
5
PDS - FINAL STATUS
Final Status, Awarded and Recommended detail
Jan 2015
I
6
PDS – OTHER
All remaining PDS Data (control data, institutional data, fringe rates , etc…)
Jan 2015
II
7
LOCALLY CAPTURED DATA
PDS Specific – Potential for Operational System Changes
pending
I
8
AWARDS
Retooling the Annual Awards, US News and award/expense related reporting
pending
II
9
LOCALLY CAPTURED DATA
AWARDS Specific - Potential for Operational System Changes
pending
I
10
CONTRACTS - OUTGOING (SUBS)
Sub-Award User Business System
pending
I
11
SPA - BILLING AND COLLECTION
Sponsored Research Invoicing, Letter of Credit, Accounts Payable, etc...
pending
I
12
COMPLIANCE - EDUCATION
Compliance Profile (requirements) and Compliance Module (status)
pending
I
13
COMPLIANCE - COI/FDS
Already in a data mart - but, may need to be 'folded' into other RAS data marts
pending
I
14
CONTRACTS - INCOMING
Note: Currently housed in a local database with an Access interface
pending
II
15
LOCALLY CAPTURED DATA
GENERAL - Understanding additional data points, collected by schools, depts.
pending
III
16
SUSTAINING THE ASSET
Intake, Governance, Socialization, Education, Shared Reporting and Support
ongoing
9
Sept 2014
Developing and Sustaining the Asset
Project Sponsors
Project Charter
University Objectives
University, Schools,
Departments,
Divisions, Faculty
Sources of Work
Requests for Data
Reporting Requests
v1.1
Steering Committee
Project Plan,
Justification,
and Priority
Recommendations
Project Oversight,
Scope Management,
Priorities &
Direction
Working and Pilot Groups
1
Operational
Data
Collections
to Warehouse
2
Local Data
Collection with
Central Data
Collections
3
Operational
System
Changes re:
Data Capture
4
Policy and
Procedural
Change
Considerations
5
Reporting
and
Data Extracts
6
Socialization,
Education
and
Support
Development and Delivery by Respective Business and Technical Resources
10
7
Grants
Management
System (GMS)
Requirements
Developing and Sustaining the Asset
(cont)
1
Providing access to core data currently captured in our operational systems
2
Incorporate locally collected data with centrally captured core data
3
Incorporate changes in central operational systems to facilitate reporting
4
v1.1
Consider and propose policy and/or procedural changes that will facilitate reporting
Including an assessment of the impact of any proposed changes and associated costs of all
reasonable alternatives for consideration presented to the steering committee by the working group
5
Intake process for central report development, data extracts and delivery
6
Managing tasks associated with promoting awareness of the asset.
7
Managing recommendations associated with requests that should be GMS requirements.
11
Research Reporting and
Analytics Initiative
RA Forum Presentations
December 2014
V1.0
12