Data Interoperability is only the Beginning
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1 Interoperability is only the Beginning SIF Association 2014 Annual Meeting February 18, 2014 Presented by: Don Gauger, CEO, ProActive School, Inc. Jerry Ulan, CTO, ProActive School, Inc.
2 Interoperability is only the Beginning Agenda Background Presentation Objective Sharing Management Sources Quality Consolidation Use Summary 2
3 Background Lessons learned from DC PCSB Interoperability Scope 35 LEAs using SIF 2.x Agents 68 LEAs using file uploads Automated daily file uploads to State Agency s Multiple synchronized data stores 3
4 Presentation Objective Explore the requirements and processes needed by education enterprises to successfully deliver on-going Management for data interoperability implementations. Where successfully is defined as having: Compliance to business demands and policies Efficient use of resources Integrated, manageable processes Control and Accountability over data source providers Quality that is measured and optimized issues identified, timely corrected and have prioritization 4
5 Basic Sharing Client Request Response Provider CONCEPTUALLY A SIMPLE PROCESS!!! 5
6 Sharing Road Map Interoperability Model Transport Infrastructure Exchange Agent Certification (Vendor) Security Encryption Authentication Authorization 6 Management Sources Quality Consolidation Use
7 Management Foundation Building a successful Management foundation CONSUMERS APPLICATIONS DATA USE DATA CONSOLIDATION DATA QUALITY DATA SOURCES DATA 7
8 Source Management - Requirements Enterprise Standards Certification Version Management Communication Correction/Analysis Scenario: A data source is sending data for data consolidation and has not been certified for its fitness. 8
9 Source Management Process Assure that all Sources comply with the Enterprise Standards before being placed into production DATA STEWARDS APPLICATIONS Student Information Assessment Financial Discipline SIF 2.x Agent File Upload Zone Integration Server DATA GOVERNANCE Sent For Correction Special Education. Web Services (SIF 3.x REST/CEDS) Certified SIF 2 Enabled SIF AGENT Automated Notifications/ Reports Source CERTIFICATION Report Defect Processing Enterprise Standards DEFECTS Defect Analytics/ Reporting Defect Repository ALL TRANSACTIONS Transaction Repository 9
10 Quality Management - Requirements Enterprise Standards Validation Element Contents Intra-Object Relationships Inter-Object Relationships Business Rules Quality Performance Metrics Communication Analytics/Reporting Scenarios: - Exclusion of selected NCES metadata from use. 10
11 Quality Management Process Passive real-time monitoring of On-the-Wire transactions for compliance to Enterprise Standards DATA STEWARDS APPLICATIONS Student Information Assessment Financial Discipline SIF 2.x Agent File Upload Zone Integration Server DATA GOVERNANCE Sent For Correction Special Education. Web Services (SIF 3.x REST/CEDS) Certified SIF 2 Enabled SIF AGENT Automated Notifications/ Reports Defect Repository DEFECTS Defect Processing Enterprise Standards ALL TRANSACTIONS Defect Analytics/ Reporting Transaction Repository 11
12 Consolidation Management - Requirements Enterprise Standards Updating Mapping Deposition rules Scenario: Source level data standards are different from the enterprise data standards. 12
13 Consolidation Management Process Active updating of Store(s) with quality data per consolidation standards DATA STEWARDS APPLICATIONS Student Information Assessment Financial Discipline SIF 2.x Agent File Upload Zone Integration Server DATA GOVERNANCE Sent For Correction Special Education. Web Services (SIF 3.x REST/CEDS) Certified SIF 2 Enabled SIF AGENT Automated Notifications/ Reports NO Is Transaction Defect FREE? Defect Processing Enterprise Standards YES Defect Analytics/ Reporting Defect Repository ALL TRANSACTIONS Updating Transcation Repository Store(s) (CEDS) 13
14 Use Management - Requirements Enterprise Standards Access (Middleware) Web Services (REST/CEDS) SIF 2.x Publishing Ed-Fi Use Policy Enforcement FERPA De-Identification Site Level Use Policies Business Impact Management Scenario: Allocating significant resources to correct Student phone numbers while 70% of the ELL values are not coming through and ELL is tied to funding! 14
15 Use Management Process Use Management have Middleware integration capabilities for Web Services (REST/CEDS), SIF 2.x publishing, Web Services and other applications such as ED-FI DATA STEWARDS APPLICATIONS Student Information Assessment Financial Discipline SIF 2.x Applciation Agent File Upload Zone Integration Server DATA GOVERNANCE Sent For Correction Special Education. Web Services (SIF 3.x REST/CEDS) Certified SIF 2 Enabled SIF AGENT Automated Notifications/ Reports ALL TRANSACTIONS Defect Processing Enterprise Standards Is Transaction Defect FREE? YES Updating USE APPLICATIONS Defect Analytics/ Reporting Transaction Repository Web Services (REST/CEDS) Interface Store(s) (CEDS) SIF 2.x Publishing Defect Repository NO ED-FI Applciation 15
16 Requirements Summary Closed Loop Correction Process Integrated, Customizable Enterprise Standards Passive Monitoring Active Updating Support SIF Agents, Web Services and File Uploads Sources Certification Validation Mapping Version Management Pre-Loaded Standards: SIF, NCES, CEDS, etc. Certified SIF 2 Enabled Use Policy Support Based on Source XML Transactions Multiple Stores Support Deposition Rules Quality Analytics/Reporting Business Impact Support Managed Access Integrated Notification Performance Metrics 16
17 For more information: Visit our conference table ProActive School Contacts Donald Gauger, CEO, Jerry Ulan, CTO, Ralph Winnicker, COO, Len Pearson, SVP Sales, Company website: 17
18 Interoperability is only the Beginning SIF Association 2014 Annual Meeting February 18, 2014 Presented by: Don Gauger, CEO, ProActive School, Inc. Jerry Ulan, CTO, ProActive School, Inc.
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