Rolling out a Tableau Site: Challenges and Working Solutions

Ji Zhou, Ph.D. Associate Director, Institutional Research & Analytics

jizhou@marshall.usc.edu

Agenda | 2

Marshall IR Motivation & Goal Timeline

Architecture &

Engagement

Challenges & Working Solutions

Challenges Ahead

Agenda

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

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

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

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

Timeline | 7

Timeline

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 ●

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?

… >

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

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

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

Thank you!

Ji Zhou, Ph.D. Associate Director, Institutional Research & Analytics Email: jizhou@marshall.usc.edu Twitter: @jizhouphd Tableau Public: public.tableau.com/profile/jizhou