Jason Martin, EDUCAUSE Moderator: EDUCAUSE is pleased to welcome today's speakers.
Jason Martin, EDUCAUSE Moderator: Jim chase and dustin Ryan i'll introduce them in just a second, but first I want to welcome you to today's industry and Campus webinar harness your data to reimagine the student experience.
Jason Martin, EDUCAUSE Moderator: My name is Jason Martin and I am an online event producer at EDUCAUSE and i'll be your moderator for today.
Jason Martin, EDUCAUSE Moderator: We hope that you'll join us in making this session interactive to open the chat click on the chat icon at the bottom of the presentation window.
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Jason Martin, EDUCAUSE Moderator: The session recording and slides will be archived later today on the educause website and now let's turn to today's presentation.
Jason Martin, EDUCAUSE Moderator: Now more than ever, colleges and universities, need to take a student centric approach to deliver personalized experiences for each student while making the most of institutional resources.
Jason Martin, EDUCAUSE Moderator: uniting student information helps support success from admission to graduation and beyond.
Jason Martin, EDUCAUSE Moderator: sectors, including retail and entertainment our perfecting omni channel strategies to engage customers during every step of their journey.
Jason Martin, EDUCAUSE Moderator: and students expect that same type of innovative engagement from their education and with that let's begin today's industry and Campus webinar harness your data to reimagine the student experience Jim over to you.
JIm Chase (He,Him): Well Hello everyone.
JIm Chase (He,Him): My name is Jim chase I lead business applications for higher education at Microsoft and I am.
JIm Chase (He,Him): really pleased to be here today, and have an open collaborative discussion.
JIm Chase (He,Him): about data in higher education, as well as how we're going to change post coven what that means.
JIm Chase (He,Him): How we should be using our data to tackle some of the kpis and indicators that we're seeing moving out there and I am joined today by dustin Ryan, who is having some.
JIm Chase (He,Him): Internet and technical issues.
Dustin Ryan, Microsoft: But at some point.
JIm Chase (He,Him): If I turn it over to dustin.
Dustin Ryan, Microsoft: and
JIm Chase (He,Him): You don't hear from him, you know that dustin's Internet is out, but i'm hopeful that right now dustin can introduce himself dustin.
Dustin Ryan, Microsoft: yeah thanks Jim can you hear me okay.
JIm Chase (He,Him): yep you sound great.
Dustin Ryan, Microsoft: Alright, great.
Dustin Ryan, Microsoft: Welcome everybody, my name is dustin Ryan i'm the director of data and Ai for higher education at Microsoft that i'm really excited to be joining Jim for this incredible session.
JIm Chase (He,Him): Well, we hope it's incredible at least so I saw some people already started using the chat functionality.
JIm Chase (He,Him): Once again, make sure that you're using all panelists and attendees when you send it out and I thought we would start today.
JIm Chase (He,Him): With a little exercise via chat to kind of get us all going here so some of you already answered this but i'd be really curious to some of your perspectives as we go through today, before I start on how you think Kobe is going to change the post secondary education.
JIm Chase (He,Him): You know where you're from or your role or what you're really hoping to learn today.
JIm Chase (He,Him): Or maybe even I think we've all done some netflix spamming during this time what's your favorite book or TV show you found during coven So if you could choose one or all of them and start with their i'd really appreciate it.
JIm Chase (He,Him): Ted last Oh, by the way, is fantastic, that is, the for those that have not seen it, that is, the happy show that I found during coven and is fantastic anyone else, thank you, Christine.
JIm Chase (He,Him): Now if it's going to how cove it's going to change post secondary education that's probably a longer answer than 10 so.
Dustin Ryan, Microsoft: I really like when he does response I believe more students will take advantage of online degree programs.
Dustin Ryan, Microsoft: Really really interesting to think about you know, one of the interesting data questions around that Jim is you know if we think that more students are going to take advantage of online degree programs.
Dustin Ryan, Microsoft: How do we measure things like student interaction and student engagement and how How does that become.
Dustin Ryan, Microsoft: more difficult and more challenging, given the nature of the changing data landscape.
JIm Chase (He,Him): yeah I think that you know it's it's interesting is we're going to kind of go through that data question today and how to use that data, but you know I am of the opinion that it's never going to be quite the same.
JIm Chase (He,Him): push Ovid so you know we're going to talk a little bit about what we think that looks like and we are seeing the chat live.
JIm Chase (He,Him): And we're don't worry about interrupting us we're pretty fluid presenters we've done this before so we're going to watch and we'll answer your questions to as we go through, so I see some great answers there i'm watching them we're going to go ahead and get started, though.
JIm Chase (He,Him): So I like to start the conversation in higher education is talking about what I call the netflix paradigm.
JIm Chase (He,Him): You know let's first let's think about what netflix actually is, until recently, actually netflix didn't really create any of its own content.
JIm Chase (He,Him): It paid Disney before Disney scooped all of it stuff up and it paid Warner brothers and universal studios and 20th century Fox and all these people are create content for it.
JIm Chase (He,Him): And a little known fact, at one point blockbuster could have bought them for about $50 million, but chose not to in retrospect that was probably an error, but what is netflix really, really good at they're actually really good at taking data.
JIm Chase (He,Him): and taking content, giving you that content in this really incredible visualized way.
JIm Chase (He,Him): And then, using all the things they know about you in nudge theory and nudge tech which we'll talk a little bit about today.
JIm Chase (He,Him): To make decisions on what shows you want to watch, by the way they don't they don't cancel shows anymore, because they're mean they cancel shows, because the analytics tells them that they need to cancel that shows So how do we take.
JIm Chase (He,Him): That netflix nudge engine nudge theory, how do we take that and then, how do we move that to education right because you know, as you can see.
JIm Chase (He,Him): You have admission student service advising students access all these different portions they all have their own data.
JIm Chase (He,Him): you're trying to do your best and maybe it doesn't have the budgets that they had before, but the kpis around conversion rates and persistence and expectations are changing.
JIm Chase (He,Him): So what we're going to talk about today is how we get that data and then how we move that to create our own knowledge engine using.
JIm Chase (He,Him): Our what we call our unified cloud and a lot of people say they have a unified cloud.
JIm Chase (He,Him): But, ours is actually unified it's not some middleware API tied together thing it was built to work together, and you know, also with a combination of linkedin there's some really interesting things that are happening and coming out that will talk about.
JIm Chase (He,Him): So I like to start with what actually know about me.
JIm Chase (He,Him): The expectation from most of our students is that you actually use the data that you have on them to make their experience better that's what netflix does for them when they used to be on Facebook before they left Facebook that's what Facebook tried to do.
JIm Chase (He,Him): But there is an expectation that you know if I call in you know why i'm calling in or if I need data, you can get that data to me quickly.
JIm Chase (He,Him): And that there's a good portal and and good digital experience.
JIm Chase (He,Him): And you know when I have a you know something from financial services do that it, you know i'm going to one stop and i'm figuring out all these things, and that you're using that data to really look at me as an.
JIm Chase (He,Him): Individual you know some of the questions that have come up you know, should we have just one textbook that we teach a course from now.
JIm Chase (He,Him): Or if we learn in different ways, should we be teaching everyone has their own textbook, that is, you know really tied to their profile of how they learn and we're teaching differently and we're learning differently, these are some of the things that we're really starting to look at today.
JIm Chase (He,Him): So I want to talk a little bit about mindsets historically how we worked with people's we looked at demographics and the truth is that demographics are really poor.
JIm Chase (He,Him): indicators of how someone is going to be motivated and how they're going to move so now what we're looking at is we're looking at these attitudes and mindsets and we actually call these mindset vectors.
JIm Chase (He,Him): And versus looking at demographics are starting to look at things like resiliency and socialization optimism sentiment.
JIm Chase (He,Him): Support behavior and then we're creating these mindset vectors and what we know is that if you actually if susie and frank, have the same mindset vector.
JIm Chase (He,Him): And you know that a nudge worked on susie and let's say maybe susie was struggling in school, you know with a statistical likelihood that.
JIm Chase (He,Him): That scene nudge is going to work on frank so we're starting to look at how we actually nudge people towards persistence tension.
JIm Chase (He,Him): And these goals of moving them forward and get feedback in a way that is actually really more tailored to them being successful.
JIm Chase (He,Him): And you know this all is on the basis of knowledge theory, but now working with partners like discourse analytics out there, we have a database of you know, around four or 5 million students.
JIm Chase (He,Him): With you know this type of information in it, where we can actually start predicting behaviors start predicting the types of nudges that you need to make to get people to move forward.
Dustin Ryan, Microsoft: And I think I think I think.
Dustin Ryan, Microsoft: What you're what you're kind of speaking to right is the intelligent use of data right.
Dustin Ryan, Microsoft: and being able to go beyond you know performing post-mortems on on students that may be why a student didn't retain.
Dustin Ryan, Microsoft: Or why they turned or why there's a lack of engagement on their part and being able to get prescriptive and you know how do we influence student retention proactively before that student.
Dustin Ryan, Microsoft: has turned from the institution and in over the past decade, the rise of Ai and advanced analytics has really enabled increasingly intelligent and increasingly intelligent use of data.
Dustin Ryan, Microsoft: And at the most basic level we think about data right a system of record right it's a collection of information that that we know about our students or faculty or staff, along with other institutional pieces of data.
Dustin Ryan, Microsoft: But when taken to the next level of intelligence your data platform can become a system of engagement.
Dustin Ryan, Microsoft: Rather, being able to tie data to tangible actions you can use what we know about the students and the staff to tailor interactions digital or otherwise, whether we move to a a a.
Dustin Ryan, Microsoft: More digital type of education versus in person and then that system of influence generates insights based on the available data that we have and it helps us predict future patterns, such as which students might be at risk for failing.
Dustin Ryan, Microsoft: Failing grades or classes, or what ways our retention rates might fluctuate, and this is really an impressive level of intelligence.
Dustin Ryan, Microsoft: Compared to just a mere system of record, but it still doesn't maximize the use of data as much as possible.
Dustin Ryan, Microsoft: The final level of a true system of intelligence means that the system can recommend actions.
Dustin Ryan, Microsoft: Based on data driven insights and whether that means automatically generating a study package customized to his students specific needs are prescribing steps that might help improve attention and completion, the point is that the system automates responses were possible.
JIm Chase (He,Him): And by the way, I just one of the comments I see from Chris Gill, which I think is a wonderful comment.
JIm Chase (He,Him): Which is 4% of apple ios users actually allowed their data to be used, given the choice will choose to keep our data private.
JIm Chase (He,Him): And you know I think one of the jokes out there is our level of data creepiness will be different from institution institution.
JIm Chase (He,Him): But there are some base levels of data out there that still you know the SI es isn't necessarily connected to the CRM which isn't necessarily connected to the LM s.
JIm Chase (He,Him): Which is data that we already have access to they can actually inform us, you know, giving a better experience to our constituents over all.
Dustin Ryan, Microsoft: Right and and I think one of the things that that i've really noticed over the past year year and a half and even during the pandemic and.
Dustin Ryan, Microsoft: You know when it first kind of kicked off at the the first quarter of last year, you know a lot of the projects and things that we were working on with institutions kind of paused for a minute.
Dustin Ryan, Microsoft: As people started to really as the as our partners institutions really started to reevaluate you know okay what's top priority, what are we working on today.
Dustin Ryan, Microsoft: And where do we need to refocus and well, I think one of the things that has really kind of come out of the last year and a half.
Dustin Ryan, Microsoft: Is that institutions are starting to even recognize even more that the intelligent are there, the enormous potential of an intelligent use of data and the opportunity that that represents not that it wasn't there before but but but it comes up in a lot more conversations now.
Dustin Ryan, Microsoft: And it's this intelligent use of data.
Dustin Ryan, Microsoft: You know that it has been realized in a lot of industries, a lot of other industries have already capitalized on this when you think of the use of data in sectors like retail and entertainment.
Dustin Ryan, Microsoft: That it puts pressure on higher education, to make the most of the the use of data as well.
Dustin Ryan, Microsoft: And so you're you know what that means is that you know our students, they live in a world of like Jim was talking about earlier right netflix.
Dustin Ryan, Microsoft: video streaming where netflix provides the information that they need it even tells them what to watch we're at you know Amazon shopping.
Dustin Ryan, Microsoft: That tells us what to buy in the APP store it tells us which which Apps to download which Apps we probably will like.
Dustin Ryan, Microsoft: With you know, and so we think about you know which movies to watch and which Apps to download your students expect that type of innovative engagement.
Dustin Ryan, Microsoft: In their educational career and so it's about bringing together multiple data sources into a single place in the same way that a streaming service like netflix collects content from.
Dustin Ryan, Microsoft: production companies like Warner brothers and Sony a unified data platform really needs to aggregate information from multiple sources into one central hub.
Dustin Ryan, Microsoft: And for industries like retail, this involves categories like market research and product catalogs and transaction data, etc, etc, but for education, it all comes back to the student experience from admissions to housing information financial aid alumni engagement.
JIm Chase (He,Him): yeah and one of the indicators that we're seeing moving is the cost of acquisition of a student how much you have to spend in marketing and brand dollars to acquire a student is moving up into the right right now.
JIm Chase (He,Him): And you know that's a metric that's watched very closely in retail and it's one it's really going to impact, you know.
JIm Chase (He,Him): Not only can you get a student that you know attend your institution but are you actually getting a student.
JIm Chase (He,Him): With the highest likelihood to maybe persist and be successful, be an alumni and stay engaged and what does that mix look like the data and underlying analytics have the ability to impact, all of these.
Dustin Ryan, Microsoft: Exactly and Gemma just this week alone i've probably had six or eight conversation with major higher ED institutions about how do they.
Dustin Ryan, Microsoft: make better use of their data and and be able to use it intelligently.
Dustin Ryan, Microsoft: And and making the most of of your data means improving outcomes, all the way from admissions to alumni engagement, as well as optimizing operational efficiency across an institution.
Dustin Ryan, Microsoft: And so, turning that data platform into a nudge engine right getting prescriptive getting proactive, you know saves time by making decisions easier and automating processes and then really The end result is more time for.
JIm Chase (He,Him): I think we're losing dustin.
JIm Chase (He,Him): So, you know as dustin mentioned.
Dustin Ryan, Microsoft: and
JIm Chase (He,Him): I want to take a couple of these.
JIm Chase (He,Him): These questions right now dust in your.
JIm Chase (He,Him): Your might want to go ahead and call in via things that they care about like and less time doing manual or whether you.
Dustin Ryan, Microsoft: were talking about more modernized communication yep.
JIm Chase (He,Him): yep Okay, you can now.
Dustin Ryan, Microsoft: yep yep can you hear me okay.
Dustin Ryan, Microsoft: yep yeah Okay, yes, sorry yeah not sure what happened there.
Dustin Ryan, Microsoft: But what I was what I was trying to say was that when whether our institutions that were working with her or trying to me enrollment retention bowls or modernize communications and services student engagement or revamp alumni engagement data has to be the foundation of those efforts.
JIm Chase (He,Him): And there's a really interesting comment, which I think Sally is about to post to everyone, but basically the comments higher education is based on capitalism and it is mission driven maybe a business but it's not the same.
JIm Chase (He,Him): And you know it brings on this really interesting conversation about tier one versus tier two and three, and what percentage of your income is actually coming in, via your endowment versus net new and and what I would say is that operational efficiency.
JIm Chase (He,Him): You know we're not seeing it budgets really increase that much.
JIm Chase (He,Him): And there's going to be greater competition for students out there.
JIm Chase (He,Him): So, while it is not a.
JIm Chase (He,Him): It is mission driven and is not the traditional business, it still is highly it operates like a business in multiple different ways so.
JIm Chase (He,Him): In depending on some of those factors, you know i'm in conversations with a lot of institutions right now.
JIm Chase (He,Him): That are figuring out if they're going to be in business two to three years from now, because of some of these drives and some of these dynamics, there are others that.
JIm Chase (He,Him): You know that aren't concerned about that, but they're concerned about getting the right students, so I think that you know the capitalism comments really interesting.
JIm Chase (He,Him): And it's going to be different really based on the financial situation of the individual institution, but to eat that mission driven for some there are going to have to be some pretty dramatic changes.
Dustin Ryan, Microsoft: fully.
JIm Chase (He,Him): So this is one of my favorite slides any any of you can steal this if you want.
JIm Chase (He,Him): I thought I coined the to the term accidental architecture, but someone else told me they did i'm not sure who's actually right on this.
JIm Chase (He,Him): But you know we've all made the best decisions that we can over over time and and what we're doing is we're trying to figure out ways now.
JIm Chase (He,Him): Adding kind of you know, maybe middleware api's and meal soft and tie all these things together, and you know, yes, we made the best LM s decision we couldn't the best si es you know we have a lucien.
JIm Chase (He,Him): And you know we've made all these individual decisions, but at some point that kills agility and efficiency in your ability to make nudges.
JIm Chase (He,Him): So I see one person, you know, asking about you know what what are examples of the types of data, and how does it originate that is leverage to inform nudges.
JIm Chase (He,Him): Not just can be informed by those mindsets and those mindsets can be really informed by surveys, it could be data that you already have, through your learning management system, but ultimately.
JIm Chase (He,Him): To make a nudge requires agility because it's not just having the information it's how quickly, can you give that information.
JIm Chase (He,Him): Can you pull it together in in your current architecture and can you get it to that student or that teacher or the alumni or the Faculty can you get it to them quick enough where it actually has impact.
JIm Chase (He,Him): Because what we're seeing you know as you move through the the layers predictive analytics for great.
JIm Chase (He,Him): But there's typically still a human, on the other end of that predictive, it has to do something, and we want to maximize you know our human resources, but if you don't get some former prescriptive where things are happening.
JIm Chase (He,Him): Then you know we get overwhelmed or you know there's not enough time in a day to maybe you know reach them as students, that are at risk, so.
JIm Chase (He,Him): What we're trying to do really is bring that agility and architecture back to education institutions and we're going to talk a little bit about how we do that.
JIm Chase (He,Him): I mentioned earlier that we we call this the the unified cloud, and I think it I think microsoft's is unique.
JIm Chase (He,Him): And, and why it's unique is because we're the only people that are talking to the right of every single one of these quadrants.
JIm Chase (He,Him): Whether you look at data platform or security or productivity business applications collaboration devices, I mean think about that there's no one else that is tap into right of all of this.
JIm Chase (He,Him): So the the most interesting thing that satya did i'm not saying Microsoft was always like this because we weren't.
JIm Chase (He,Him): But when when such an adela took over, he actually broke down the development walls in our own organization Microsoft 365 and our dynamic CRM and our azure they used to kind of do their own thing.
JIm Chase (He,Him): And they were great, but when he said is really you're going to develop in a way, where you're all at the table together you're all using a common data model which we're going to talk a little bit or a common data service.
JIm Chase (He,Him): And we're going to support open standards wherever we can support open standards because, ultimately, if this all works together and it all works together well our customers our partners that are building on top of this ecosystem, are going to benefit.
Dustin Ryan, Microsoft: yeah and and the daunting reality of the existing data landscape cannot be overstated.
Dustin Ryan, Microsoft: In the past year i've worked on projects with organizations and institutions where they're just trying to get their arms around what data is available.
Dustin Ryan, Microsoft: And there's an and what we're seeing really is this exponential expansion of devices data sources data types and just a sheer volume that comes from.
Dustin Ryan, Microsoft: disparate internal and external data sources and it's in that means that the the silos of data are increasing they're not decreasing, and it can be expensive and really difficult to contend with.
Dustin Ryan, Microsoft: And in addition, you have to think about compliance security and privacy Those are all things that have to be considered.
Dustin Ryan, Microsoft: Unfortunately, however, there's a tangible negative impact if we if we do nothing right if we do nothing we can't realize the potential for.
Dustin Ryan, Microsoft: differentiated teaching and learning experiences and if we do nothing, that means that our educators and staff.
Dustin Ryan, Microsoft: make decisions based on inaccurate or complete information or incomplete information, and that is terrible and and I think, worst of all, if we if we do nothing, that means that innovation is slowed.
Dustin Ryan, Microsoft: And there's really a lot of data and Ai providers playing in this space and and each of them can kind of address parts of the problems, but like Jim mentioned Microsoft really is the only solution provider that can meet challenges on all fronts.
JIm Chase (He,Him): And a question from Martha mason what is an example that type of data, and how does it originate that is leverage to inform nudge but I tell you is we actually have some studies on that.
JIm Chase (He,Him): i'm going to share our contact information at the end of this feel free to linkedin us or reach out individually and we can actually share some of the White Papers and data and other things on.
JIm Chase (He,Him): Informed KPI nudges and how all that works, I could talk nudge all day so i'd be happy to make that connection and talk to you about how we do it.
JIm Chase (He,Him): So you know, without that unified data platform you end up you know with information for key areas, but you're you know si ESTA LM s to marketing to device management connections are kind of stored in all these distinct silas.
JIm Chase (He,Him): And if you're not if you're not that way I praise you but almost every institution that I meet with.
JIm Chase (He,Him): looks this way, and no one has an expectation that you're going to go blow this whole thing up and you're going to replace all this with this beautiful unified architecture in a day.
JIm Chase (He,Him): But what we are saying is that you should start defining a standard by which, when you do replace the different pieces you make sure that there is a certain interoperability.
JIm Chase (He,Him): between the different pieces, because that agility is going to be necessary in that future retail ask higher education market.
JIm Chase (He,Him): Yes, David, thank you for that you've seen this before, so you know once again when you're looking at how to prioritize, and this may sound weird coming from Microsoft guy I always prioritize KPI first.
JIm Chase (He,Him): So the technology is great, but if we're trying to change a persistence indicator, or maybe a conversion rate indicator on the front end on applicants.
JIm Chase (He,Him): I always start there and then I move backwards towards what the technology looks like that could support that but then the third step is does it fit in with our other broad based architectural initiatives does it still give us the efficiency and agility that.
Dustin Ryan, Microsoft: You see there at the top of the screen and you may have heard this before right microsoft's mission at the most basic level is to empower every person every organization on the planet to achieve more, and if you.
Dustin Ryan, Microsoft: If you attend the Microsoft conference or you watch a Microsoft webinar, without a doubt you're going to hear this mission statement and so at Microsoft driving organizational outcomes, as part of our core tenant.
Dustin Ryan, Microsoft: And so we want our customers to be in our institutions that we work with to be empowered by in tech technology not encumbered by it.
Dustin Ryan, Microsoft: And, and I think that is a perfect example of what Jim was just talking about itself, starting with the KPI and the outcome that you're trying to drive.
Dustin Ryan, Microsoft: And then working back to to identify what is the architecture and technology to support the types of outcomes that you're trying to drive.
Dustin Ryan, Microsoft: And there's a number of examples where we've made this real for for real customers and real institutions.
Dustin Ryan, Microsoft: helping them to make a positive impact by reimagining education educational experiences, whether we're talking about fostering student success or unlucky research, innovation.
Dustin Ryan, Microsoft: One of my favorites is the work that we've done with penn state penn state can now see all of its campuses as students, as a whole.
Dustin Ryan, Microsoft: which has really enabled them to improve course completion and retention rates and then, when you look at what UCLA health is done.
Dustin Ryan, Microsoft: and accelerating research insights what used to take them weeks or months can now be done in hours or days.
Dustin Ryan, Microsoft: And the data strategy isn't just about installing a data warehouse in the cloud right, it has to be in the end.
Dustin Ryan, Microsoft: where you can easily combine productivity experiences intelligent cloud services and security transform the way that you operate.
Dustin Ryan, Microsoft: And so, our approach to enabling a data strategy is in a anchored in making it integrated you know when we talk about making it integrated what we're talking about is building on.
Dustin Ryan, Microsoft: Your existing investments and leveraging the end user experiences that you already know.
Dustin Ryan, Microsoft: But it's also about providing the flexibility that you need to take advantages of your your your in your on Prem investments and solutions, alongside our state of the art cloud services in edge computing.
Dustin Ryan, Microsoft: And, and the the the final pillar is is that our data strategy is built on trust right I trusted platform with the security privacy and compliance, you need, which is built into our technology and not bolted on.
Dustin Ryan, Microsoft: That Microsoft digital transformation platform gives your organization and your institution, the agility and and the foundation for accelerating.
Dustin Ryan, Microsoft: The types of outcomes that we're trying to drive now it's worth noting here that Microsoft doesn't just look at this with the lens of naive idealism.
Dustin Ryan, Microsoft: were one of our toughest customers, unlike the competition in the space we've had to navigate.
Dustin Ryan, Microsoft: challenges that are similar to many of the institutions, many of your institutions, and this has given us a unique perspective when we align our products to best enable the future of the institutions that we partner with.
JIm Chase (He,Him): there's a great question from here, from Sabina and Sabina says how does an institute start understanding the cost of connecting data nudges etc it's a great question.
JIm Chase (He,Him): Once again we typically start with the individual KPI an indicator that you think is the the best to move.
JIm Chase (He,Him): We put together, because we have a lot of best practices and partners already that are focused in this behavior.
JIm Chase (He,Him): focus in this space we put together here is the data that we think we need to form a mindset and then we figure out do we already have the nudge data are we going to create net new nudges.
JIm Chase (He,Him): Around that so Sabina if you reach out to me, I can walk you through that process, I will tell you, though, that while we're talking a lot about technology here.
JIm Chase (He,Him): This isn't a problem that is just solved by technology, almost all the problems that we're talking about here are solved by a combination of change management.
JIm Chase (He,Him): Governance and technology, because these are big cultural shifts so creating data governance Councils, yes, Chris my slides these slides will be available to all attendees after.
JIm Chase (He,Him): You know these these different chefs are you know they're not easy.
JIm Chase (He,Him): they're not it's not just by this this technology and you're good it's really it's how you actually use technology to to shift cultures to shift.
JIm Chase (He,Him): How you're looking at different you know metrics across the institution, and you know we're talking about key performance indicators we've actually left a lot of time for Q amp a at the end of this because we didn't want to just be presenting slides to you forever.
JIm Chase (He,Him): If someone could put if you could start putting in the chat, what are the kpis that you're most worried about kind of moving forward post coven I think that would be a really interesting topic for us as we, as we start to finish up, then a little bit.
Dustin Ryan, Microsoft: In gym you know you know, one of the interesting things about this, you know we've been talking about data challenges, a lot.
Dustin Ryan, Microsoft: In the the data challenges that you know they're not data challenges are not something that you ever like completely fix right it's not like you know, one day, you can achieve this like.
Dustin Ryan, Microsoft: State of data nirvana and we fixed all the data and now everybody can go home we fix the data it's fixed.
Dustin Ryan, Microsoft: Right it's something that I think all institutions can strive to do better, and some institutions do it really well and some institutions don't do it very well.
Dustin Ryan, Microsoft: But I think you know this, this process of better utilization of data to drive intelligent action is it's an ongoing transformational process.
Dustin Ryan, Microsoft: David David had a question in the chat he said what's the low hanging fruit, what can we do today to make the biggest impact.
Dustin Ryan, Microsoft: it's impossible to do everything and so little things across the board or big gains in specific areas and and David and i'd be interested here jim's perspective on this.
Dustin Ryan, Microsoft: You know my perspective, I think, is is that it's going to be, you know requirements driven and institutional driven and so when sometimes when i'm working with an institution we're trying to identify where where where do we start.
Dustin Ryan, Microsoft: You know I usually give my my partners a couple of recommendations I say let's start with something that's highly valuable to the institution.
Dustin Ryan, Microsoft: If it's something like identifying students that are at risk for turning right that could be something that is extremely valuable.
Dustin Ryan, Microsoft: It could also be something like you know let's just identify students that were engagement is tapering off.
Dustin Ryan, Microsoft: You know who knows right but that usually that is driven by the institution and chances are, if you know somebody asked you like, what are the most important areas of your of your organization, where you know you need help, today, you know you probably could come up with a list.
Dustin Ryan, Microsoft: And then, based on that list I usually recommend to start with something that is is not just valuable, but also low risk, and what I mean by low risk is not just pick like the easiest thing that we can pick.
Dustin Ryan, Microsoft: But but pick the use case for the set of requirements that we have all the that we can find all the answers to, and what I mean by that is.
Dustin Ryan, Microsoft: You know where does the data come from can do we have the subject matter, expertise and house to answer any questions that we have about that data.
Dustin Ryan, Microsoft: about how the calculations are calculated how the calculations are measured or how the kpis are calculated.
Dustin Ryan, Microsoft: How frequently just kind of those those nitty gritty questions around the data sets themselves and then.
Dustin Ryan, Microsoft: Of course, the domain knowledge we have the domain knowledge in house to answer any questions that we have around the specific use case.
Dustin Ryan, Microsoft: And that will you know, being able to kind of nail down a couple of those things will help eliminate some of those risks.
Dustin Ryan, Microsoft: And so, by starting with a use case that is highly valuable to the organization and low risk from it from a data and and and complexity at data complexity and complexity, to answer questions standpoint often can be a really great place to start because it presents you with the.
Dustin Ryan, Microsoft: greatest chance of success in an area that is valuable to your organization, I hope that helps David.
JIm Chase (He,Him): yeah and i'll just add one thing so typically when i'm working with an institution, the the.
JIm Chase (He,Him): What we'll try to do is we'll try to basically make sure that all the different groups are represented.
JIm Chase (He,Him): So we'll make sure that we have the head of admissions head of advancement had a student success, you know the CIO together potentially with the President and this really good slice.
JIm Chase (He,Him): Of the organization and i'll actually lead and run some ideation sessions, where we all get on the same page, because sometimes either that's not very well defined out or you defined out this really nice strategic vision and then covidien can blow it up so.
JIm Chase (He,Him): You know the kpis that we're looking at before we actually need to pivot on because of because of what happened with cove it.
JIm Chase (He,Him): I would also say, if you look at a lot of the different.
JIm Chase (He,Him): Things that are in their enrollment retention identifying at risk students earlier.
JIm Chase (He,Him): I can make an argument that all of those are persistence, based in some way.
JIm Chase (He,Him): So we often wind up focused on some form of persistence and retention now whether we're tracking year over a year persistence.
JIm Chase (He,Him): Whether we're tracking for six year, you know that can look different for institution we actually just got done working with.
JIm Chase (He,Him): one institution they just wanted the amount of pell eligible students to increase and things like that so there's a lot of interesting things we can do and, by the way the.
JIm Chase (He,Him): You know, we were able to do that by over 20 20% so there's there's really interesting things we can do part of is narrowing down on a specific kpis that we want a myth.
Dustin Ryan, Microsoft: And you know I thought the interesting thing about that question right that that.
Dustin Ryan, Microsoft: David posted and then you see all kind of all the responses in the chat and there's a lot of there's a lot of them that are kind of like you said, Jim like that or persistence and retention related.
Dustin Ryan, Microsoft: But there's a lot of things in here to just interesting to think about like the things that are coming that pop into people's minds it become top of mind for them.
Dustin Ryan, Microsoft: The things around like course planning or you think about alumni engagement or campus engagement what that looks like health and wellness right there's a lot of different use cases and the place that.
Dustin Ryan, Microsoft: You know institution a may start could look really different than the place where institution be may start and what it all boils down to is what is is valuable and important for that institution at that, at that time.
JIm Chase (He,Him): And a good question from Aaron Aaron i'll get that question i'll get to your question here shortly I think it's a really good one too.
JIm Chase (He,Him): Does your favorite build outside so i'm gonna do it for you dustin.
Dustin Ryan, Microsoft: All right, all right go for it.
Dustin Ryan, Microsoft: So.
Dustin Ryan, Microsoft: When.
Dustin Ryan, Microsoft: We did we build those those build outs or do you do that, Jim nice work by the way.
Dustin Ryan, Microsoft: I will do that.
JIm Chase (He,Him): Thank you i'm very.
Dustin Ryan, Microsoft: very nice your power.
Dustin Ryan, Microsoft: PowerPoint skills are impressive.
Dustin Ryan, Microsoft: Establishing the common data model opens a range of possibilities for your institution.
Dustin Ryan, Microsoft: And it really includes integration with a lot of other solutions and tools that you may already be be using.
Dustin Ryan, Microsoft: And with with data as that foundation, we can create CRM and the rp solutions through dynamics 365 saving time on processes like budget and support cases a new student lead student leads.
Dustin Ryan, Microsoft: and integrating with these solutions with office 365 gives you a full set of productivity tools and a place to surface Apps to students and faculty.
Dustin Ryan, Microsoft: Including the central collaboration hub of teams which can integrate with our power Apps and so finally Microsoft really has the sick extensive trusted partner ecosystem that can build on your other integration solutions tailored to your needs.
JIm Chase (He,Him): And one of my favorite slides this is kind of everything in a single slide right so.
JIm Chase (He,Him): I shared that slide with you know.
JIm Chase (He,Him): Beautiful bald satya nadella just like me earlier, you know, showing him breaking down all the walls, but this is what it allows you to do right so fundamentally everything for us is built on azure it's built on it's called data verse now not to be confused with the spider verse.
JIm Chase (He,Him): Which is kind of the new name for common data model and common data service we like renaming things at Microsoft i'm sure you guys didn't know that, but we love to rename stuff.
JIm Chase (He,Him): But we have all these things, built on top of it, so you have that power platform dynamics 365 linkedin Microsoft 365.
JIm Chase (He,Him): But then we also have this thing called a higher education accelerator, which we can only go so deep into today but we've basically built out this accelerator that helps you, you know launch and get out there quicker, on top of all this platform, as well.
JIm Chase (He,Him): which will, if you want more information on i'll be able to share it, but then, on top of that our partners, build on top of that higher education accelerator as well, so why do you care.
JIm Chase (He,Him): reason you care is we're trying to bring agility to your organization, so if four different partners build on top of our higher ED accelerator.
JIm Chase (He,Him): And you want them it's no longer like bring in siloed solutions.
JIm Chase (He,Him): Because they're all built on the same data model, they all have the same definition of what a student is what a completion is like all those different data, you know the higher ED language.
JIm Chase (He,Him): Which means that you don't have to build all these heavy middleware API layers to connect them, so now, even though you're picking individual solutions that you like.
JIm Chase (He,Him): Because they're all tied into this higher education accelerator, and the data verse they are meant to work together right, I mean, as part of our data versus over 400 api's are just included.
JIm Chase (He,Him): Right, so if you have to do adobe signature or something else.
JIm Chase (He,Him): Like those you can actually pull you can work with them so we're giving the ability to be a lot more flexible and agile, in the future.
Dustin Ryan, Microsoft: yeah you know and, at the end if you've ever if you've ever been a part of an enterprise data project.
Dustin Ryan, Microsoft: You know that one of the toughest most difficult parts is making all the pieces talk to each other, and the fact that Microsoft has a platform where there's integrations are built in right out of the box makes life so much easier and a whole lot of ways.
JIm Chase (He,Him): yeah it does.
JIm Chase (He,Him): Thank you, Chris I will.
JIm Chase (He,Him): i'm going to share some links at the end here, which will have more information on the higher education accelerator, if you want just a presentation, for you and your institution you like.
JIm Chase (He,Him): We really are accessible so.
JIm Chase (He,Him): You get to dustin you get to me like we meet new Rami runs the higher education, accelerate from Microsoft.
JIm Chase (He,Him): A good friend of mine will pull mean it to the table and let you.
JIm Chase (He,Him): Talk to her about it.
Dustin Ryan, Microsoft: yeah we are more than happy to engage with you.
JIm Chase (He,Him): yeah so don't feel like you have I mean if you want to just go read on it, you can, but if you want to engage will engage I mean we're this is.
JIm Chase (He,Him): This is a passion project for us.
JIm Chase (He,Him): So you asked where to start, we have this thing called the education transformation framework um there's a lot of people on this call today and there's a lot of different.
JIm Chase (He,Him): You know, focuses, depending on what your view of the universe, is whether you're an admissions or enrollment or it or whether you're the president of the institution, so this is, I call this for those that are older, I call this our trivial pursuit pie slide.
JIm Chase (He,Him): But we have a perspective on each one of these, we have a perspective on student recruitment student retention completion alumni engagement.
JIm Chase (He,Him): We have best practices on the future of teaching and learning from a hybrid and other standpoint, we have a future, on how to become a tier one or tier two academic research institution.
JIm Chase (He,Him): and fundamentally one of the things that we do the best is creating a secure and connected campus because, once this is all built on our identity.
JIm Chase (He,Him): Our security management tools, you know next of the D O D Microsoft this attack entity, the world like we really know a lot about about how to secure.
JIm Chase (He,Him): Institutions and if you ever get a chance to go to rather than and go through our security facility it's really probably my favorite thing that i've done at Microsoft that's pretty incredible.
JIm Chase (He,Him): So if you go to aka Ms forward slash et F H E in this deck will be available to you all as well post this presentation.
JIm Chase (He,Him): will go ahead and make sure that you're taking care of and, once again, you could also reach directly out to the two of us because.
JIm Chase (He,Him): it's not just about Microsoft with us it's it's about our partner community, so I lead higher education, but when Kovac came on I helped lead.
JIm Chase (He,Him): Our code response strategy for higher education, which meant a lot of Saturday Sundays and midnight's and you know and vaccine management calls and i'm tired.
JIm Chase (He,Him): But you know we're We have lots of great partners like anthology and discourse analytics i've talked about and.
JIm Chase (He,Him): Power objects in uniform and, depending on what your need is depending on size of the institution what you're trying to accomplish.
JIm Chase (He,Him): You know we're happy to help make sure that you make it to the right place and that you wind up with the right resources for Microsoft and right partners to be successful.
JIm Chase (He,Him): Because we really we what we're great at Microsoft is we build the best platform in the world and we enable our partners to build on top of it to deliver services to you that are going to make you successful I mean that really is our go to market strategy.
JIm Chase (He,Him): So this we're going to move now to kind of a.
JIm Chase (He,Him): Q amp a component we're right on time, which is 45 minutes in these are both of our email addresses i'm pretty easy to find on linkedin as well dustin you have to search a little bit harder he's not quite as popular, as I am.
Dustin Ryan, Microsoft: i'm extremely popular Jen.
JIm Chase (He,Him): You are not that popular.
JIm Chase (He,Him): And you could also go to aka Ms.
JIm Chase (He,Him): Forward slash education sales, we have a lot more.
JIm Chase (He,Him): Resources out there as well, I want to go through a couple of questions that are already out there, that I haven't hit on yet um you know and dustin i'll hit on those and then, if you can kind of post other questions.
JIm Chase (He,Him): we'll go ahead and we'll answer those as well, like I said we went to keep this as collaborative possible so first is a great question um.
JIm Chase (He,Him): I mean not that I would say if it's a bad question, but it really is a good question.
JIm Chase (He,Him): It says any suggestions for skillfully working with an institution that has already invested in digital transformation tools, without a clear data strategy or well defined goals.
JIm Chase (He,Him): With presently measurable kpis besides standard ones enrollment attrition etc, and then I got a plus one from lauren on this question, I call this the how to engage with an institution without calling their baby ugly.
JIm Chase (He,Him): So.
JIm Chase (He,Him): Part of the.
JIm Chase (He,Him): Part of the trick.
JIm Chase (He,Him): On this is making sure that the right people are in the room and i'm going to share an example and i'm not going to call out names, but.
JIm Chase (He,Him): You know I met with an institution, where their first year graduation rate was around are the first year persistence rate was really, really low and I was like do you care about this.
JIm Chase (He,Him): And they're like no and at that moment I click them out of my brain, as someone That was a decision maker for the institution because.
JIm Chase (He,Him): How can you not care about kpis and indicators like to me that is maybe you're not at the right level of the institution or maybe you need to go somewhere else, or maybe you need to re.
JIm Chase (He,Him): Like you need to hold your ground on, we are here to move indicators we're here to make you successful and I always take it back to those indicators so if they didn't do that.
JIm Chase (He,Him): You know number one is I would offer to run an ideation session potentially around redefining out some of the schools.
JIm Chase (He,Him): But I would only do that if I knew I had the people in the room that actually cared about this successful things because you do need to bring a level of maturity level of ideation and if that is not there it's really about their.
JIm Chase (He,Him): Openness to do it right and qualifying your time and saying listen, I will engage with you hold your ground but you're brought me in because i'm the subject matter expert here.
JIm Chase (He,Him): And as the SMI for this i'm telling you that the institutions have been successful have followed this process.
JIm Chase (He,Him): And maybe i'll put them on the phone with an institution that they're at right because they don't want to listen to me, but those are some ideas around that I liked it I got called la operation ugly baby, so thank you for.
JIm Chase (He,Him): Do you want to do, are there any questions you want to hit here.
JIm Chase (He,Him): Press I saw your one on higher accelerator.
JIm Chase (He,Him): yeah Chris if you reach out to me individually, after this you send me an email i'll i'll set up some time with you absolutely.
JIm Chase (He,Him): Did you do, what about an.
Dustin Ryan, Microsoft: Internal versus active.
JIm Chase (He,Him): Aaron can you can you elaborate on that for.
me.
JIm Chase (He,Him): What do you mean by an internal perspective.
JIm Chase (He,Him): Does that mean you're at the institution.
JIm Chase (He,Him): itself and you're trying to manifest change.
JIm Chase (He,Him): yeah so.
JIm Chase (He,Him): i've never let the walls to find me in my career, which is sometimes got me in trouble.
JIm Chase (He,Him): And sometimes been a really good thing but hey i'm i'm here presenting to you, so how bad could it be.
JIm Chase (He,Him): I would say if you're working backwards, the best way to do number one is to work with people.
JIm Chase (He,Him): That can get you information on the success that other institutions are doing so sharing success stories, is always a really good way of doing it, and the other way is Is there something within your own.
JIm Chase (He,Him): curve, you have you where you can prove a micro level change that can impact the macro.
JIm Chase (He,Him): So, can you, you know I mentioned the pill eligible students thing earlier well you know we proved that we can move your Pal eligible by 28%.
JIm Chase (He,Him): If we use that same methodology for the rest of the institution, what would that what would that look like, I mean the truth of the matter is there's always going to be those that.
JIm Chase (He,Him): want to do it the traditional way the new way and the truth is somewhere in between those two so finding out who thinks like you find your think alike cluster that really work that really wants to work and really wants to make change, and then you know lean on.
JIm Chase (He,Him): I don't know if I use the term expert or not, but lead on industry, people like you know i've had people bring the end to speak to their president or their CIO or other people in their institution and just say hey.
JIm Chase (He,Him): You need change, and this is what changed looks like and you need to decide whether you're ready for it or not, because the truth is, there are some institutions that don't have to change.
JIm Chase (He,Him): And they're going to be okay, but there are other institutions out there, where if they don't change then.
JIm Chase (He,Him): they're going to be in trouble, and you know you've got to define all of that institutionally and figure out without understanding, all of the political dynamics it's difficult, but what I would say is that, if you've got a.
JIm Chase (He,Him): clear vision for change.
JIm Chase (He,Him): Make sure you're expressing it make sure you're finding think alikes that can help you in that.
Dustin Ryan, Microsoft: it's in one of one of the things that I really have enjoyed about working in higher education, and I have worked in higher education, my entire career.
Dustin Ryan, Microsoft: As a data professional.
Dustin Ryan, Microsoft: But one of the awesome things about working in higher education is that for the most part institutions do not mind and aging and collaborating with one another, get to get multiple institutions on the phone to tackle problems together.
Dustin Ryan, Microsoft: You know, and when you're trying to have that conversation with maybe somebody at your institution and we'll call will say.
Dustin Ryan, Microsoft: You know they're not a believer in in digital transformation, or the use of intelligent data or you know, whatever whatever it might be, you know.
Dustin Ryan, Microsoft: i'm thinking of an example, the other day I was speaking with a chief academic officer and right, I can only get so far as as as a as a person working at Microsoft with somebody.
Dustin Ryan, Microsoft: Like i'd like a chief academic officer if we're talking about you know how to use data intelligently and you know for academic progress.
Dustin Ryan, Microsoft: But you know if I get another chief academic officer on the phone with that chief academic officer and then together we tackle that.
Dustin Ryan, Microsoft: As a collaboratively bringing peers working together that conversation can progress much more quickly and deeply.
Dustin Ryan, Microsoft: When you have somebody, that is, that is a peer of the of the person that you're trying to work with that can also kind of come alongside you and collaborate with you and work side by side.
Dustin Ryan, Microsoft: to drive, whatever your objective is forward if we're talking about digital transformation or or the use of and intelligent data platform.
JIm Chase (He,Him): yeah and if you're really bored Jamie just shared a link or a paper that I co authored with a good friend of mine rob curtain.
JIm Chase (He,Him): On reimagining higher education as a student centered experience so hopefully there's some good ideas as well that's also something that we will share with executives is.
JIm Chase (He,Him): kind of a perspective paper on what we're viewing as the future of higher education and what it looks like so that's a really good leave behind once again the aka Ms forward slash education sales.
JIm Chase (He,Him): A really another good and then like dustin and I want to help so reach out to us if we can be of help, are there any any last questions.
JIm Chase (He,Him): I really hope this was helpful for everyone, but there's any last questions, we do have you know, a couple more minutes we're happy to stay on and if not, you know we're happy to end so i'll just give a minute here, to see if anyone has any comments or questions.
Dustin Ryan, Microsoft: And while we're waiting for those those comments or questions that come in the chat.
Dustin Ryan, Microsoft: i'll follow up my my last comment with this is that if you're interested in what other institutions have done.
Dustin Ryan, Microsoft: You know, Jim and I are happy to connect you with other institutions that are doing, you know if if you're tackling a.
Dustin Ryan, Microsoft: You know alumni engagement project and you want to know what other institutions have kind of done in this space, you know we're happy to be the connectors we connectors with people.
Dustin Ryan, Microsoft: And so, if, if you think that's helpful and you'd like to engage with us, and maybe get connected with other institutions that are tackling this and build a pick their brain and learn from them to you know we can we can help make those connections.
JIm Chase (He,Him): Well, it was absolutely our pleasure today I hope everyone has a wonderful edgy cause, but we really appreciate all your time Jason.
JIm Chase (He,Him): back here.
Dustin Ryan, Microsoft: i'll see everybody.
Jason Martin, EDUCAUSE Moderator: yeah Thank you so much guys, on behalf of EDUCAUSE, thank you all for joining us today for an engaging session and conversation.
Jason Martin, EDUCAUSE Moderator: Before you sign off please click on the session evaluation link which you will find in the chat window, your comments are very important to us.
Jason Martin, EDUCAUSE Moderator: The sessions recording and presentation slides will be posted to the website later today, please feel free to share it with your colleagues.
Jason Martin, EDUCAUSE Moderator: And finally, please join us for the next Industry and Campus webinar on Thursday may 13 this Thursday at 1pm Eastern to hear about leveraging a hybrid cloud platforms for student success on behalf of edge, because my name is Jason Martin and thanks for joining us.