rolling out a tableau site: challenges and working solutions · architecture | 8 architecture usc...
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Rolling out a Tableau Site: Challenges and Working Solutions
Ji Zhou, Ph.D. Associate Director, Institutional Research & Analytics
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Agenda | 2
Marshall IR Motivation & Goal Timeline
Architecture &
Engagement
Challenges & Working Solutions
Challenges Ahead
Agenda
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Marshall | 3
Marshall School of Business
UG
2 degree majors
18 degree minors
4193 majors
1107 minors
GRAD
5 MBAs
18 specialized MS
1 Ph.D. program
2652 students
Faculty & Staff
7 academic depts
9 research centers
245 full-time faculty
280 full-time staff
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Marshall IR Team | 4
Marshall IR Team
Shannon Faris Assistant Dean
Institutional Research & Academic Administration
Ji Zhou Associate Director
Institutional Research & Analytics
Stewart Uyeda
Lead, Data Architecture and Design
USC ITS
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Marshall IR | 5
Marshall IR
Provide accurate, timely, scholarly, and consistent knowledge for planning and accountability
Data Administration SIS Data Marshall Data
Support school-wide improvement of analytic capabilities and evidence-based decision-making
External Reporting
Public Request
Ranking
Factbook
Accreditation
Internal Reporting
Survey Administration
Tuition Projection
Teaching Evaluation
Standard Report
Internal Research
Optimization
Predictive Modeling
Explanatory Research
Data Mining
Decision Support
Knowledge Generation
Information Sharing
Data Integration
Functions
Goals
Infrastructure
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Motivation and Goals | 6
Motivation and Goals
IR Internal Research
Self-Service
Analytics
Status Quo
Self-Service
Reporting
Self Service IR Service
Research & Analytics
Reporting
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Timeline | 7
Timeline
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Architecture | 8
Architecture USC Tableau Server
Site B Marshall Site
Permissions
18 Groups
100 Users
12 Projects
57 Workbooks
205 Views
● Enrollment ● Teaching ● Research ● Grades ● Admissions ● Placement ● Faculty ● Ranking
Dean ●
Vice Deans ●
Dept Chairs ●
Dept Mgrs ●
Program Dirs ●
Committees ●
Advancement ●
Marketing ●
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Reach and Engagement | 9
Reach and Engagement Daily login: 1-12
I had to compile a bunch of teaching evaluations yesterday, and Tableau made it super easy!
I heard there is a dashboard about Marshall rankings. How can I get access?
I am at looking the diversity dashboards, and I want to get the trend for African Americans. Could you walk me through how to do that?
… >
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Challenges and Working Solutions | 10
Challenges
Not seen as a priority
No grasp of its value
Different from the norm
Lack of content developers
Lack of time and resources
Gather leadership support/buy-in
Prepare just enough content for start
Provide balance during transition
Gather and reward champions
Provide end-user training
Monitor usage and adapt
Give it time and…be patient
Working Solutions
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Challenges Ahead | 11
Challenges Ahead
Establish live connection to SIS
Integrate with Salesforce on specialized MS admissions
Identify and/or train content developers
Grow User Base
Collaborate with Other Units
Create More
Content
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Motivation and Goals | 12
Meeting the Goals
IR Internal Research
Self-Service
Analytics
Status Quo
Self-Service
Reporting
Self Service IR Service
Research & Analytics
Reporting
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Thank you!
Ji Zhou, Ph.D. Associate Director, Institutional Research & Analytics Email: [email protected] Twitter: @jizhouphd Tableau Public: public.tableau.com/profile/jizhou