Sunday All-Day Training Session 8:30am - 5:00pm
Fee: $500 (includes buffet lunch and continuous break service)
(Participants should arrive in Blacksburg by Saturday evening.)

TDWI: Requirements Analysis for Institutional Intelligence

David Wells, CBIP, is TDWI's director of education. He has more than 10 years of data warehousing experience and more than 15 years of experience as a professional educator. He is a certified business intelligence professional (CBIP), having achieved mastery-level certification in the areas of leadership and management, business analytics, data analysis and design, and data integration. Dave is a frequent speaker at industry conferences, an independent data warehousing consultant, and a contributing author to industry publications. Through a career of more than 30 years, he has worked in management, analysis and design, quality assurance, data administration, programming, consulting, and education roles.

Institutional Intelligence (I2) applies the techniques and technologies of Business Intelligence (BI) to the missions, goals, and strategies of educational institutions. Both seek to support and enhance decision and management processes. Yet all too frequently BI programs fail to deliver those qualities that are the mark of true intelligence - capacities to reason, plan, predict, analyze, comprehend, solve problems, innovate, and learn. Lacking these qualities, a planned intelligence desired system of intelligence is reduced to a system of reporting and data management.

The key to intelligence systems lies in requirements. Getting the right requirements (and getting the requirements right) is fundamental to success. Yet gathering requirements for intelligence systems is complex and difficult. Collecting and structuring requirements is challenging for BI programs. It is even more challenging for higher education where institutional culture, breadth of mission, range of processes, and volatility of information needs increase and compound complexity of requirements.

This course teaches processes and techniques for requirements gathering and requirements management that specifically target the complexities inherent in I2. A multi-dimensional framework for requirements management ensures that the many perspectives of institutional intelligence requirements - motivation, capabilities, performance, governance, management, compliance, risk, and measurement - are all understood and represented in the resultant set of requirements.

Through a combination of lecture, examples, discussion, and practice you will learn:

• A new definition of I2 that shifts the focus from data and technology to capabilities and value.
• The dimensions of institutional management and their relationships to I2.
• The elements of institutional governance and their roles in I2.
• The principles of institutional measurement and their roles in I2.
• How management, governance, and measurement form a requirements framework.
• How to apply the framework to requirements analysis, project scoping, and value management.

Course Outline:

A Framework for Institutional Intelligence
1. 1. Intelligence Redefined
   2. Mission Aligned Intelligence
   3. The Requirements Framework
2. Institutional Management and the Framework
1. Institutional Processes
2. Management and Monitoring
3. Multiple Intelligences
3. Defining Scope for I2 Projects
1. Project Scope Defined
2. The Elements of Project Scope
3. Using the Framework to Define Scope
4. Gathering Requirements for I2 Systems
1. Systems Requirements Concepts
2. I2 and Systems Requirements
3. Using the Framework for Requirements
5. Managing Value
1. Value Measurement vs. Value Management
2. Analytics Inventory
3. Change Management
4. Portfolio Management