Manchester Computing First Class - World Class? Powered by the Web! Whose Web? Prof M. J. Clark Director Manchester Computing The University of Manchester Synopsis: World class? The context and environment The ten factors The architecture issues The gateway and ERP The semantic web & web services Knowledge Management Some conclusions Background to the question? 9 months ago (Oct 1 2004): The Victoria University of Manchester merged with UMIST creating The University of Manchester + = Background - 2 However: just A+B would be deemed a failure! The merger is premised on establishing a worldclass institution (vision: Manchester 2015) all constituent parts were asked • what does world-class look like • what is necessary to be/become world-class…. 4 Context 1: Information Services Environment Information services – central to the university for all its activities • Very expensive infrastructures • significant number of single points of failure – All aspect must be assessed by risk analysis • costs and support issues largely invisible to the user – the iceberg! • The fastest changing area of the University • Staff skills have short 'half-life' – Requires ambitious programme of staff development (and rollout) • Everyone thinks they are experts! • They are becoming so! • Solutions have to scale to support national usage and Institutions 50,000+ users 5 5 Context 2: The environment Modern Government • “education, education, education” • massification/diversification/social inclusion • e-access to all areas of public services Education - a lifetime experience • A holistic approach to Lifelong Learning ‘The customer is king’ The e-revolution 66 Context 3: Economic, Political and Peer pressures Economic Pressures Political Pressures Peer Pressure and Competition Higher Education, Government, Business Changing Customer Expectations 7 Context 4: Holistic learning F-HE Schools Efficient management systems Home Dynamic learning environments Tailored portals Anyone anytime anywhere Community Workplace 8 Context 5: 21st Century life’s two great equalisers: • education • IT and the Internet Both should/will be abundantly available to all • Not simply for national economic well-being but for individual social fulfilment Requirement to blend long-term vision with short/medium term pragmatism 9 9 Context 6: The academic story University 2005+ Increasing Differentiation Escalating Price Competition Consortial Models Mergers/takeovers Outputs Assessment Financially viability Changing academic roles? Changing support roles 10 Context 7: Globalisation Who can predict the future? • Certainly not Universities • we can’t plan a certain future • There are only two global mega-industries • We must expect attack from new providers! • HEIs are not alone in feeling ‘threatened’ • Evident in many industries – mergers, takeovers, collapse of some economies The certainties: • New skills, a possible information culture & an information rich & poor society 11 World Class? & the ten factors! The dictionary defines world class as "ranking among the foremost in the world; of an international standard of excellence." • Fine who decides? For universities, world-class standing is built on reputation and perception • often seen as subjective and uncertain • and it requires outstanding performance in many events. 12 Factors (1): Quality of Faculty A world-class university will be widely recognised as an eminent institution • as a place where top staff will wish to congregate and given • • opportunity staff from other universities will migrate towards In turn top faculty attracts top students. The process is auto-catalytic It is almost certain to be research-intensive • it also must educate well; a place where people will want to spend time for the experience, and to associate with the fame and respect that goes with this Academic freedom and an atmosphere of intellectual excitement is essential 13 Factors (2): Research Reputation is Critical Research will be perceived as excellent Research performance should excite and inform the learning process for all members of the university • it should be seen to deliver worthwhile ‘outcomes’ • economic benefit (to region/nation) is to be ‘expected’ • i.e. build reputational capital and hence be at jeopardy • keep the pressure on those who wish to be seen as the best. A university perceived to be world class now ‘may’ not be in the eyes of the next generation • Mobility in reputations, as much as with staff and students, helps keep the flame alive! 14 Factors (3): Importance of a Talented Undergraduate Body World class institutions will enrol the best of the brightest • as in the past, so into the future Increasingly students have a choice • national and international reputation is a very big edge • an edge to be ‘claimed’ by partaking There is a special impact created from having thousands of exceptionally talented students • a campus buzz!! 15 Factors (4): An International Presence Universities not constrained by national borders • International recruitment of staff and students A world shrinking through: • globalisation of economies, • revolution in international access, real and virtual • the opening of minds to international engagement • through people networks that interlace study, work, & leisure 16 Factors (5): Resourcing is an excellence Issue The move to massification in higher education has significantly changed the agenda. • how the balancing of private and public sourcing for university resourcing is handled, largely by governments, will have a profound bearing on where the world-class universities are based. The title of world-class doesn’t come at a discount • without world-class funding the goal of reaching, and preserving high standards is rhetoric alone. 17 Factors (6): Multi-Disciplines World-class institutions ‘generally’ accommodate a large number of disciplines • ensures cross-fertilisation of ideas and a frissance which comes from the gathering together elite groups Multi-disciplinarity offers fertile research opportunities • Must be bottom-up lead; top down facilitated 18 Factors (7): Being Technologically Smart World Class institutions are about the discovery and transmission of knowledge ICT infrastructures now underpin core business functions & increasingly impact pedagogy • world class institutions will not retain position simply by standing still! 19 Factors (8): Excellent Management & Governance Eminent institutions excel in research & teaching. • However, paralleling and supporting those core activities will be an excellence of process management underpinned by first-rate administrative systems. Good management tensions • between collegiality and managerialism. Governance: World-class institutions have significant internal self-governance • but aligned with accountability • the control over core elements of academic life must rest with the academics 20 Factors (9): The Virtual Challenge World-class universities view the "virtual university" phenomenon with some anxiety • it throws open to all comers opportunities There are many potential competitors (or collaborators) • virtual attributes, managed carefully, can breathe life into strategic alliances, can help bring institutions otherwise isolated beyond the critical mass to compete in the larger league. 21 Factors (10): Cautions! There are choices to be made, and strategies to be set, and while it once took centuries to build reputation as a university of renown, the timeline on this has been collapsed. Because the discovery and transmission of knowledge is so accelerated, and because there is a whole new game plan for collaboration and co-operation, as well as competition, universities of world-class standing can emerge in a matter of decades. 22 Back to the world-class question and Manchester? The merger offers opportunity to rethink the strategy for IT/IS delivery to meet the needs of the next decade. • ‘Green field’ situation The role of information systems is critical to the aspirations of the Institution • support to teaching & research is critical • support to the business function offers real opportunity I will highlight the expectations through investment in infrastructure and services based on the web! • this has to be owned by the Institution as a whole as the costs and the risks are enormous. 23 How do we deliver world class IS internally to support the business? Facilitate a technology empowered, not led, environment for the University Must grasp opportunities to be a leader, not follower • effective deployment of technologies, systems and services can facilitate business advantage What is required for the next five years? • to provide a transparent and seamless interface to teaching, research and administrative information services; • i.e. it is about integration of information and access to it! Information systems offer opportunity to rethink every aspect of our business model and business processes. • Business process re-engineering supported by high quality information systems it will be possible to transform the efficiency and effectiveness in support of our core missions. 24 Use every opportunity Reorganisation presented an opportunity to: • ensure optimal strategic approaches adopted for • • management of all information systems services organise structures and management responsibilities around the services and underpinning architectures organise for an empowerment culture • with devolved responsibility and accountability • optimise structures for cost effective but resilient operations • Plan for 99.999% availability • focus on a customer centric service approach • measured against SLA’s and performance metrics • facilitate practical working arrangements • between core infrastructure support and service support teams • facilitate more seamless change to arising technologies 25 What are the considerations? Change management! Computing infrastructure underpins the University The rate of change of technologies requires staff to have a continuous desire to re-skill – (much easier if you are internally research active!). The shortening life of technologies/infrastructures makes an investment appraisal essential to determine ROI. • in almost every area of its operation. • Must recognise the ‘business’ opportunities and threats The modern IS specialist must be concerned with support planning and delivery including training • this underpins the provision of knowledge and information in electronic form. The support requirements are being transformed • the user being the ‘owner’ of the access technologies • thus requiring remote and virtual support. 26 An IS architecture to provide an environment: Where the IS solutions maximize efficiency and effectiveness handling of: • routine transactions and access to support • creating solutions for less routine but essential transactions That facilitates University staff to provide the highest levels of customer service • whilst maintaining high degrees of job satisfaction Where staff have ready access to tools necessary to do their job efficiently and effectively With simplified processes and policies within constraints • acknowledging risks associated with devolved authority Rich in services through a single aggregated interface accessible from networked devices 27 The Principles Strive for Simplification • Develop tools that can be flexibly applied to reduce the complexity of University business processes. Enhance Individuals Productivity • Provide flexible tools that individuals can use to perform their roles more effectively. Encourage Collaboration and Common Process approaches • alliances with and between stakeholders in process mechanisms in order to further the University's goals. Empower Technologies as an Investment • View IS investment in systems, staff and process as an investment that will yield a return in exchange for up-front expenditures with full transparency of any assumptions of risk. Focus on Outcomes • Measure and assess projects and teams by what is accomplished. 28 Base Infrastructures 24 x 7 & five nines requires major investment • Multiple: data centres, networks, power….. Enterprise Server architectures SANs, NAS, Mirroring….. • Lights out computing approach 29 IT Hierarchy of Needs World Class IT Infrastructures Technical maturity leads to business value • Let’s look at the stack hierarchy 30 The ‘Gateway’ to information and knowledge Consolidating & aggregating the delivery of online information services; integration and effectiveness at the data layer • self-service, improved access, improved efficiency and effectiveness of service. Access tailored to individual requirements • Authenticate for privileges associated to an individual Users will ‘personalize’ the GateWay • creating a relationship with the Institution • creating a ‘channel’ for effective communication • the gateway must have knowledge management centric to it’s architecture 31 So: Where does the Web fit in this? Increasingly the web has become the vehicle which facilitates access • with web services undertaking background processing to support The Context in 2010 • • • • The (A5-ish) PDA WiFI (max) Simple interfaces Scribble pad/voice command recognising 32 Getting from two of everything Merger meant we had 2 of every core business system The decision to procure world-class solutions will take several years to deliver but we are well on the way! Making the interim work but with a plan for the future 33 Data Warehousing A data warehouse is a copy of transaction data specifically structured for querying and reporting. • The form of the stored data has nothing to do with whether something is a data warehouse. 34 The case for Data Warehousing Data warehousing may be implement for all or only one of the reasons cited: • To support server/disk bound tasks associated with querying and reporting; i.e. not used by the transaction processing systems • Reports require data from multiple systems. The data warehouse may contain archival data relevant for historical comparison • May be used to prevent persons who only need to query and report from having any access whatsoever to the actual transaction processing system. 35 ERP Enterprise Resource Planning ERP integrates key business and management processes • ERP tracks company financials, human resources data and (if • applicable) manufacturing information The leaders in ERP market share are SAP, PeopleSoft Inc., Oracle Corp., Baan Co. NV and J.D. Edwards & Co. ERP was intended to solve the problem of integrating Best of Breed systems as software needs to communicate across functions. • ERP aims to replicate business processes in software, guide the employees responsible for those processes through them step by step and automate as many procedures as desired. 36 Has ERP worked? Multimillion project failures and successes. • The promise of ERP is great but so is the expense • time, effort and money. Implementing usually involved changing business processes • Job change is notoriously difficult • Only now do we capture best practice and implement Requires that executives hone their change management skills. • With careful planning and lots of effort ERP can work and make an enterprise more efficient. 37 How long will an ERP project take? The important thing is not to focus on how long it will take: • real transformational ERP efforts usually run between one and three years, on average • generally we are not managerial institutions so it will take longer! • but rather to understand why you need it and how you will use it to improve your business. 38 Reasons to desire the holy grail of ERP Integrated business information • ERP creates a single truth re core data that cannot be questioned – everyone is using the same system. Standardize and speed up business processes • business units can standardize processes and using a single, integrated computer system can save time, increase productivity and reduce head count. Systems integration • ERP should operate on a ‘single’ platform with support issues assumed by single supplier Efficiency • Business process should flow more smoothly 39 Is ERP achievable? To date their hasn’t really been an ERP solution for our business domain Recent implementations demonstrate software systems fail in certain key business processes. Many institutions have attempted to procure ERP but most have fallen back to best of breed Mergers/acquisitions are leading to ERP solutions for academia but not embracing online learning 40 The Issues Needless to say, the move to ERP is a project of breathtaking scope • the price tags make the most placid FO twitchy; in addition to budgeting for software costs, should plan on large cheques to cover consulting, process rework, integration testing and a long laundry list of other expenses before the benefits of ERP start to manifest themselves. Underestimating the price beyond the capital cost • teaching users their new job processes; failure to consider • data warehouse integration requirements; the cost of extra software to duplicate the old report formats. a few oversights in the budgeting and planning stage can send ERP costs spiralling out of control faster than oversights in planning almost any other information system undertaking The risks • It is easier and cheaper to change the business process to accommodate the software than modify the software to fit the process. 41 What does ERP really cost? Too much if you have to ask! When will we get payback from ERP—and how much will it be? • Don't expect to revolutionize your business as evolution is a slow process What are the hidden costs of ERP? • • • • • • • • • Training Integration and testing Customization Data conversion Data analysis Consultants ad infinitum Replacing (backfill) your best and brightest – they will be needed to undertake the project Implementation teams can never stop Post-ERP depression 42 Top 10 IT Issues 43 Quoting from the survey Institutions find themselves forced to deal with multiple portal solutions as campus ERP and CMS projects result in the deployment of multiple portal products. “campuses confronted with the challenge of portal deployment and integration should be mindful that this product niche will continue to evolve”. 44 Web service issues Web services are rising to prominence because they can provide long awaited opportunities for applications running on different platforms, programmed in a variety of languages, and custombuilt or vendor-acquired to interoperate and satisfy organizational processing requirements. • How can Web services provide optimum return on existing • • • • investments and provide enhanced scalability? Can the institution make modular/iterative development of Web based applications, a hallmark of Web services, sustainable and less costly? Although Web services and the required standards are still evolving, what should we do now to ensure that Web services are an integral part of future strategic plans? What will it take to utilize a Web services approach when developing new Web-based applications? What are the availability and the flexibility of Web services in institutional applications? 45 Hype Cycle – Web Services from Gartner 46 Context of the Information Society Ready and immediate access to the worlds information Access to information provides competitive advantage Who isn’t excited by carrying a device giving ready access to the worlds information resources! • Most new information is created in digital format • The pace of digitisation of legacy information is significant 47 The University Campus model Today The Net Buildings Students Staff Libraries Systems/Services (ISP) 48 The New campus Staff Services (PoP) 49 Metadata & the Semantic Web Metadata is not a new phenomenon. • Metadata, by a different name, has been used for many decades to bring order to information collection, access, and management. The desire to move to the Semantic Web will not happen by technology alone • The semantics will have to come from human consensus and agreement on metadata content. This is the metadata ecology. Metadata communities will need to be nurtured through this process to evolve and fully exploit the underlying technologies. Reuse, adoption, and extension of existing core metadata sets across communities is also a key enabler of the Semantic Web. The future of Metadata is the Internet and the future of the Internet is Metadata. 50 The context continued: 1 51 The context continued: 2 52 The context continued: 3 53 Content Exponential Growth in digital information/data • Scientific and technical literature is now created in digital form • large quantities have been converted to digital retrospectively. • Crucial data collections in the social, biological, and physical sciences are coming online and becoming remotely accessible • modern genome research would be impossible without such databases Increasingly powerful data mining techniques • are creating greater demand for access to cross-disciplinary data • archives. new knowledge is being discovered in problem areas never intended at the time of the original data acquisition. Much data is “preserved” in ad hoc and fragmented ways • all too often ends up in “data mortuaries” rather than archives. 54 The Manchester Web where is it going? The Branding • Essential to drive a brand and brand values The CMS approach • Is it possible to have a CMS and significant devolution? • Should a CMS be and end-to-end solution The Web is too expensive and too ‘static’ • Must be driven from data and information systems • Must be knowledge enabled • Must deliver to the user expectations 55 Information Flows What is needed are fluid information flows that support the workflows and business processes • Yet information technology lags these enterprise changes. Laptops, e-mail, remote access, and VPNs fall short on many counts—providing complex and tortuous access to some applications and some processes. • What is needed is an enterprise gateway—one that provides not just smart content searches but rather a full architecture for users to get to the information, applications, and communications tools they need here and now to undertake the business. 56 What does it facilitate? An enterprise portal should allow users to use ‘any’ Webenabled device to tap into a virtual workspace. • The virtual workspace should present or facilitate users with all of the file, e-mail, calendar, and collaboration tools along with all of the legacy, client/server, and Web-enabled enterprise services they need. • It should support access to these applications whether they reside in an intranet, an extranet, on the Internet, and whether they are hosted by the enterprise or by a service provider. An enterprise portal should extend easily to support the wave of smart PDAs, cell phones, Internet phones, etc. 57 The principle The key principle is to provide infrastructure and services which ensure that information, applications, and communications tools are accessible in a way that fits how an institution and its staff/students actually work, rather than forcing the users to adapt work habits to technology constraints. 58 Time and Customer-Centricity: Today’s Competitive Weapons Customer Centricity • We must be customer-centric in every aspect of our operations, not just at the traditional customer interfaces. • Information, applications, and communication tools are the competitive weapons that successful enterprises will use to squeeze time out of the equation and to get as close as possible to each customer. • But these tools must be aligned with how work actually gets done. 59 Who owns the web? The web is an enabler and must be owned strategically by the Institution! • It is no longer the static pages of the W.W.W. • It must become cost-effective! There must be real vision to its exploitation Are you up for the challenge? 60 “If higher education is about anything, it must be about the furtherance of knowledge and wisdom, and this requires going beyond the limitations of what Michael Polyani (1966) calls “explicit knowledge”—knowledge that can be readily codified and shared with others—and venturing into the realm of “tacit knowledge,” or knowledge that is inherently bound to the experiences, skills, and judgment of a person. Explicit knowledge can be organized in a database or set forth in a document; tacit knowledge must be teased out in the exercise of skills, problem solving, or judgments of an associational or critical nature. Tacit knowledge is mined through conversation, not computers; it is inherently “messy,” requiring dialogue, observation, or storytelling to be shared with others (Davenport & Prusak, 1998, pp. 81ff.)”. From Course Management to Curricular Capabilities: A Capabilities Approach for the Next-Generation CMS VAN WEIGEL Educause review May/June 2005 61 The success of the knowledge century will depend not on the spread of new technologies themselves but on the quality of the information which is made available through them and our ability to use it wisely. The challenge to universities is to adapt fast enough to exploit the opportunities of the market so that they survive to uphold those values. THES, Opinion, 22-5-98 62 Thank You 63