Facilitators: Myles Danson, product owner – business intelligence, Jisc Adam Green, senior data and visualisation officer, Jisc Victoria Atherstone, head of sales and marketing, HESA Who remembers planting the very first seed in the nurturing eco-system of Jisc Analytics Labs? Four years ago, Jisc, HESA and universities nationwide joined forces to develop interactive, data-derived visualisation dashboards to offer insights to the most prevalent and topical issues facing HEIs through shared intelligence and data expertise. The seedlings have been cross-pollinated by other additional activity and are now maturing into an array of powerful analytical dashboard suites to help you troubleshoot your most pressing institutional demands.

1. Blooming analytics! The
germination of a new Jisc/HESA
service for data-driven decision
making
Myles Danson (Jisc), Adam Green (Jisc),
Victoria Atherstone (HESA)

2. What we plan to cover
2
Introductions
Where we’ve come from – Jisc Conference 2015
What we did after Jisc Conference 2015
Where are we now…?
Where we are going?
Opportunity to explore something new and exciting
How do I get them?
What’s next?

3. 3
Introductions

4. Myles Danson
Service Product Owner – Jisc
Adam Green
Data and Visualisation Officer – Jisc
Victoria Atherstone
Head of Sales & Marketing – HESA
Workshop team – Jisc and HESA
4

5. 5
Setting the Scene…

6. We ran a session with a group of delegates and asked them to be creative and think
about the dream questions and answers they would like to explore if there were no
barriers to achievement…
6 main areas
 Students and graduates
 Staff
 Finance
 Research
 Enterprise
 Estates
Let us take you back… to Jisc Conference 2015
6

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What we did after Jisc
Conference 2015

8.  Formation of the Experts group
 Creation of Heidi Labs / Analytics Labs
 Offering unique CPD and networking opportunity for participants - teams run Oct-
Feb, Feb-Mar yearly
 Exploring user stories and sector-wide questions, problems and issues
 Developing prototype datasets and visualisations to address real sector questions
 Community dashboard BETAs & Community Dashboards
 What’s next......?
The germination of a new Jisc/HESA service for data-driven decision making
The Evolution….

9. In the beginning.....
9

10. February 2019
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Product development – HESA and Jisc

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Product development – HESA and Jisc

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Product development – HESA and Jisc

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Product development – HESA and Jisc
Unique
CPD offer

15. What we are doing
We have worked with partners to create a business
intelligence shared service for UK
education https://www.jisc.ac.uk/rd/projects/business-
intelligence-project
To date we've have worked with:
307 participants
47 HE teams
103 HEPs (including 10 Alternative HE Providers)​
DfE, UCAS / Prospects, BBSRC, Research England, UKRI,
OfS
Service users represent key Jisc customers from a very wide
range of associations and organisations.

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Where we are now

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New Product Development
Process

18. Product Development process diagram

19. Concept and Prototype
THEME
DEVELOPMENT
Inspiration from
Labs
User research
Focus groups
Assess feasibility
Assess desirability
DASHBOARD
DESIGN
Design sprint week
Concentrated work
Wireframing/
prototype
UX TESTING
Initial testing
Users as personas
Feedback for dev
stage
Customer
interviews

20. Development
DATA ORDER
AND SOURCING
Design handover
Documentation of
data sourcing
HESA Data order
Legal assessment
DATA
WRANGLING
Full repeatable
scalable
process
Documentation
FIRST DRAFT
DASHBOARDS
Development of
suites
Agile / Sprint
process

21. Testing
INTERNAL QA
Sprint approach
Engage with
Marketing/Sales/CS
Visual/Usability QA
Legal QA
FIRST DRAFT
REFINEMENT
Iterative process
Liaise with
specialist QA team
UX TESTING
Customer
personas
Alpha test
Onsite with
customers
Success criteria

22. Delivery and maintenance
LAUNCH
DECISION
Criteria met
Marketing comms
Customer Success
PUBLISH
DASHBOARDS
Launch to
dashboard
subscribers
Documentation
Training
DEPLOYMENT/
MAINTENANCE
Bug fixes
Data updates
Version control
Feedback
suggestions

23.  New Product Development
process
 Increased dedicated resource
 Iterative development as per Labs
model
 User centred design
 Detailed QA
In summary – how to create dashboard
suites?
 End user testing
 Enhanced legal
 Training materials
 Support
 Ongoing maintenance

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Where we’re going
and what do we have to
show you?

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Workforce Explorer
Advanced dashboard suite for Senior Management and
Human Resource Professionals
Kick-start strategic conversations
Explore data rich interactive analytical dashboard
suites
Prompt strategic insights about staff metrics
Deepen understanding across key business areas
KPI style management dashboards and planning
tools for analysts
The Data
HESA Staff record
HESA Finance Record
HESA Student Record
UCEA Sickness Absence Survey*
The Analytical Insights
Staff Demographics
Productivity & Performance
Recruitment & Retention
Demographic Capacity Risk Planning
* Coming soon

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Staff Demographics
Including sex, ethnicity, age, disability vs. national
average and contract type academic / non-academic
Key Insights
Provide reassurance you’re tackling diversity
Address possible opportunity issues between the
sexes
Determine where to focus succession planning,
learning and support by contract level and
occupation
Prioritise resource to address staff metrics
insights
Productivity & Performance
Per staff FTE for research and teaching
income vs. staff costs with performance
trends and benchmarks
Benchmark by provider group, cost centre
and contract level and change over time
Research productivity
Teaching productivity
Average salary by cost centre and
contract level

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Recruitment & Retention
Workforce planning including loss of talent, turnover
analysis, estimated staff replacement costs
Key Insights
Trends over time
Reasons for contract ending
New hires by cost centre and sector wide
comparisons
Turnover analysis tool
Demographic Capacity Risk
Planning
Analyse student number growth vs. % of staff
at retirement risk for each of your subject areas
within your institution
Key Insights
Set minimum retirement risk age
Analyse by cost centre and terms of
employment
Review trends over time

28. Workforce Explorer Demonstration
VC Media Response
Cost Based Review
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Example business case scenarios to explore

29. Go to www.menti.com
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 What do you see as the key benefits to the workforce explorer suite?
 Who do you think these will be beneficial for?
 Can you identify any other roles that may be interested?

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Coming Soon - Course Market Research Dashboards
Entry Profile
By provider, subject and level of study
Trends over time
Student Demographics
By provider and subject
Age, disability and ethnicity
Distance travelled to provider and domicile
Provider Profile
Current provision
Previous institution
Destinations of Leavers from HE
Subject trends
Further study and employment
UKCES and DLHE
Workforce
ONS jobs growth
ONS vacancies growth
UKCES explorer
UKCES occupations
UKCES jobs map

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• What do you see as the key benefits to Course Market Research?
• Who do you think these will be beneficial for?
• Can you identify any other roles that may be interested?

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What are the Benefits?

33. Our thoughts
Development cost saving
 FTE Salary for all aspects – c40k+
 Effort – c3 months = ¼ = 10K saving
Other savings
 Synchronised purchases and updates, rolled into
suite
 Consistent presentation of data
 Uncontested data, processing and presentation
of data (rounding suppressions and quality
control)
 Brings together varied data sources and
broadens awareness
 Single point of truth
 Enhances data capability
 Making better (Data driven) decision making
 Centralised support

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How do I get them?

35. Pricing per suite
Justification
 Pricing models and charges per suite: £5k+-
 Cost up or down based on size/ income for fairness and affordability
Service features
 Release 6-8 dashboard suites per year
 Maintain and update portfolio
 Feedback loop from subscribing users
Onboarding availability
 5 early adopter customers attracting a substantial discount
 15 customers to May 2019, 40 customers May to July 2019
 General availability

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Product Release Pathway
Over the next 12 months HESA and Jisc will launch a series of new and
advanced analytical dashboard suites that will span a wide range of
HESA collection, and third-party data sources, covering topics such as:
•Finance
•Staff
•Students
•Research
•Estates
•HE Business and Community Interaction
Information on products planned and or in current development will
appear on the HESA website:
https://www.hesa.ac.uk/services/workforce-explorer
Robust data acquisition
Reliable insights
Quality assured
User tested
User friendly design
Fully supported and
maintained

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• What suites would you like to see developed under the following
themes

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What’s next?
 Subscribe
 Sign up to be a beta testing
provider
 Future topics

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Getting involved and
signing up
If you would like to get your hands on these
dashboard suites or want some more information
about becoming a beta testing provider.
Contact HESA's Customer Success Team:
sales@hesa.ac.uk
Subscribe to Workforce Explorer
https://www.hesa.ac.uk/services/workforce-
explorer
Come and get a sign up sheet
if you are interested in discussing more
Prototyping stage
Alpha & beta testing
Early adopter
Labs participant (various roles)
Market research

40. End of session
Blooming analytics!
The germination of a new Jisc/HESA service for data-driven
decision making