Data Warehouse Part 2

Transcription

1 Data Warehouse Part 2

2 Goals Assess your current information environment to provide and understanding of what you need to do to construct and build your data warehouse. Any time you get information in less than real time, it means that you need to completely redesign your information deployment environment.1. (Dr. Ralph Kimball) Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #2

3 Tomorrow Made Possible Who are you, who who Assistant Vice President for Development Services University of Michigan brian Com Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #3

4 Tomorrow Made Possible Who are you, who who Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #4

5 Trends Global Economic & Other External Data Sources Community Giving Imaging Systems Supplemental Systems Events Telemarketing Web Others Solicitation Internal Research Budgets & Finance Other Metrics Biographical Public Information Next Tier Information GIS System Data Outbound/Inbound to/from the Web Internal & External Consumers File Sharing Key for Enterprise Analysis Most Difficult to Get Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #5

6 Tomorrow Made Possible Strategy Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #6

7 Project Philosophy Think big. (Sell the vision to sponsors/staff.) Start small. (Don t make the project so big it s doomed to failure from the start.) Deliver quickly. (Keeps everyone interested.) Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #7

8 Project Philosophy Right information to the right people at the right time. Focus on high impact processes. Well designed data models. Everything builds on this. Measurable data quality improvements. Data warehouse project management success. The project has to be successfully managed. Programmers and business analysts able to work more effectively. Cost effective improvements in all aspects of your information strategy. Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #8

9 Project Philosophy Consultant approach vs. team approach. What makes a user successful in their job? GIS and data mining as a pro-active information strategy. Continuous marketing and communication plan to get your users to understand the value. Others? Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #9

10 Project Philosophy Leverage the enterprise data model for advancement/development. Life cycle of the donor. Life cycle of the gift. How can these be integrated and improved for internal and external users? Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #10

11 Tomorrow Made Possible Project Targets Vice President Associate/Assistant Vice P id t Presidents Divisions and Senior Development Officers Program g Managers g for Annual Fund, Planned Giving, Others Programmers and Analysts for Data Modeling and Analysis Other Users in Advancement/Development Other Users on Campus Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #11

12 Ideas Key Performance Indicators What are the 3 most important key performance indicators that you need to manage your organization? Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #12

13 Information Consumers 44% Accurate 29% Conveys a clear message 9% Concise 6% Complete 6% Readable 4% Visually attractive 2% Easy to maintain Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #13

14 Information Consumers Graphical representation more understandable than numeric. Standards so information always looks the same. Accuracy and credibility of information. Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #14

15 Information Consumers Total (Easy) Average (Harder) Median (Harder) Quartiles (Even Harder) Standard Deviation (Oh oh!) Anything more complicated is very difficult to train users as to the use. Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #15

16 Reuse and Reusability Summaries and snapshots. Snapshot histories. Prompts to get detail. Drill down to detail rows. Cubes for slice and dice. Deploy through web portals. Self subscription and empowerment. We also need to ensure we think about this for advancement/development services. Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #16

17 Ideas Data Marts What are the three most critical data marts we can design for our organization? Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #17

18 Reuse and Reusability For Development/Advancement Services Organize our work. Define standards. Efficient and creative table design. Efficient programming. Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #18

19 Managing Scripts Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #19

20 Reporting Standards Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #20

21 Sample Data Warehouse Tables Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #21

22 Ideas Entity Statistics Table How many more columns could you add to the entity statistics table? Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #22

23 Script With Parameters Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #23

24 Script Entity Statistics Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #24

25 Questions? com Blackbaud s Higher Ed Forum SupportingAdvancement.Com Page #25