Developing a Dashboard to Aid in Effective Project Management

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Developing a Dashboard to Aid in Effective
Project Management

• Dr. Paige Borden
• Director and University Data Administrator
• Ali Yorkos
• Coordinator of Computer Applications

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Todays Topics

• Project purpose
• Functional Specifications
• Technical Development
• Future Enhancements

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University of Central Florida (UCF)
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Institutional Research (IR)
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Dashboard Purpose

• Change Management System (CMS) used by university
  to track ERP system implementation and
  maintenance
• Expanded to track our local development on the
  data warehouse and transactional web systems
• Valuable tracking tool
• Limited reporting functionality

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Functional Design

• Identified 6 project team areas for inclusion
• Limited selection based upon status
• Specs also provided guidelines for field
  descriptions

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Key Performance Indicators

• Requested KPI values
• Number of jobs by status
• Number of jobs by area
• Number of jobs by area by status
• Number of jobs by developer

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Positive and Negative Alerts

• Requested Positive Alerts
• Completion status exceeds 25 of total jobs
  during last seven days
• No jobs in User Test older than seven days
• Requested Negative Alerts
• Jobs in User Test older than seven days
• Jobs in Waiting for Input status for more than
  seven days
• More than 25 of jobs are still in Assigned to
  Developer status

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Functional to Technical

• Two separate development attempts

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Intro to Technical Development

• Table development and structure
• Computed fields for alerts
• SAS/GRAPH development
• PROC GREPLAY procedure

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Table Structure and Relationships
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Reporting Data Development
De-normalized Table Created from PS Tables From
which work datasets were derived to use as input
to SAS SQL and Graph Procedures

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Computed Fields for Alerts

• Functional specs listed five alerts that could be
  combined into four separate calculations

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Annotated Alerts
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SAS/GRAPH Development

• Created in SAS Enterprise Guide 4
• Vertical and Horizontal Bar Charts, Pie Charts
• Modified SAS code for better graphs
• Change format from ActiveX to .GIF in EG
• Tools ---gtOptions---gtResults

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SAS/GRAPH Development
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PROC GREPLAY Procedure
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PROC GREPLAY Procedure
Graph 0
Graph I
Graph II
Graph III
Graph V
Graph IV
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PROC GREPLAY Procedure
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Programmer 1 Design
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Programmer 2 Design
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Future Enhancements

• Incorporate Due Date alerts
• Test and Evaluate SAS BI Dashboard 3.1
  functionality

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Contact Information

• Presentation Online at http//www.iroffice.ucf.edu
  /presentations/index.html
• Office of Institutional Research
• Email iroffice_at_mail.ucf.eu
• Paige Borden, mborden_at_mail.ucf.edu
• Ali Yorkos, ayorkos_at_mail.ucf.edu
• Web http//www.iroffice.ucf.edu
• 12424 Research Parkway, Suite 215
• Phone [phone] Fax [phone]

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Developing a Dashboard to Aid in Effective
Project Management

• Dr. Paige Borden
• Director and University Data Administrator
• Ali Yorkos
• Coordinator of Computer Applications