ADE IT Modernization Effort Update Arizona Data Governance Commission

ADE IT Modernization Effort Update Arizona Data Governance Commission

Arizona Department of EducationNovember 18, 2011

Vision of Future Learning in ArizonaPresented by Andrew LeFevre

ADE Information Technology Division 2

ADE IT Modernization UpdatesPresented by Mark MastersonRefer to Attached Document 5

3

Review: Slide Attachments Progress Report: SAIS Review: ADE Data System Architecture Concept Review: Enterprise Architecture (EA) detail (Statera) Progress Report: Legislative Mapping status

(Andrew Larson) AELAS Business Case Identity Management (Microsoft FIM) ITIL Tool: ChangeGear AZ-SLDS: Course Mapping Tool/Dashboard & Use

Cases Budget

ADE IT Modernization EffortPresentation Overview

4

DGC PowerPoint Presentation Attch _5: Article: Using Data To Improve Teacher

Effectiveness Attch_6: Enterprise Architecture (EA): Roadmap Overview –

Statera Attch_8a: SOW AELAS Business Case Attch_8b: Identity Management (IMS) DAR (Decision Analysis

& Resolution) for Microsoft FIM Attch_8c: ITIL Tool for Help Desk Ticketing technical specs,

quote, DAR (Decision Analysis & Resolution) for ChangeGear

Attch_8d: Course Mapping Tool quote and DAR (Decision Analysis & Resolution) for Course Walk

Attch_8e: AELAS Budget Attch_8f: Article: The Blue Box Design: A Mechanism for

Implementing CEDS 2.0

ADE IT Modernization EffortSlide Attachments Overview

5

ADE IT Modernization EffortAELAS – Education MIS Roadmap

4/28/11ADE Information Technology Division

6SAIS

Special Education

Food Service

Library

Finance

Transportation

Assessment

Human Resource

s

SIS(Student Information

System)

The tool creates reports that everyone at the appropriate level

can access

These reports help inform instruction and reallocate resources effectively

An interoperable system connects all information and technologies

This program results in student improvement and enables the continuous collection of information for future success Page

7

Proposed Education Management Information

System

ADE IT Modernization EffortSAIS Roadmap - Updates

7

Nov 2011

Upgrade servers OS and optimize database platform to a single supported platform

Provides vendor support for State critical service

Nov 2011

Complete Integrity POC for New Architecture

Seek Approval to Build Module

Nov/Dec 2011

Provide SOA Framework to port ADE 100+ Legacy Applications

Nov 2011 – Aug 2012

Build Bus Case for AELAS *SIS *Assessment *Back Office *Other “TBD”

Dec 2011

Automate Integrity to Run 2 Times per Week to Improve Customer Service

Jan 2012

Deploy User Portal for 5 Use Cases for SLDS

(Expose AZ Data Mart)

Mar - Apr 2012

Real-Time Integrity Capability (Dependent on Legislature Review of Rules)

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Raising The BARImperativesStandardsNew Systems

If education is the foundation of society, then technology is quickly becoming the mortar which binds

and strengthens that foundation.

STUDENTSUCCESS

GREATTEACHERS

Transformational

Leadership

Road to Student Success

ACHIEVE

MOTIVATEENABLE

Shared Vision

Standards

Career Ready

College Ready

Professional

Development

GREAT TEACHERS

EFFECTIVE INSTITUTIONS

People First: Technology is a supporting component of the system

A State-wide system that uses information to purposefully orchestrate the resources of the all districts, LEA’s to focus on

progressing each student along a personalized success plan aligned with

locally-adopted standards.

SYSTEM

PeopleProcess

Technology

INFORMATION

IdentityContent

DataAnalytics

RESOURCES

PeopleTechnologyApplications

Facilities

STANDARDS

NationalStateLocal

ACHIEVESuccess Management Resource

RegistryAcademicAnalytics

PersonalizedLearning

ENABLE21st Century Expectations

CollaborativeCommunications

Core Literacy

EqualAccess

Secure & EfficientOperations

MOTIVATEStudent Owned Learning

DynamicClassroom

Beyond the Halls

CommunityConnected

Leve

rage

Exi

stin

g In

vest

men

tsA

dopt

Pro

ven

Suc

cess

Mod

els

Driv

e N

ext G

en

Lear

ning

IT F

ocus

edLe

ader

ship

Foc

used

Career Ready

College Ready

Lear

ner F

ocus

ed

The Pathway toNext-Generation

Level 1

Level 2

Level 3

Level 4

Data Analytics

Career Ready

College Ready

Adaptive Content

Personalized Learning Plans

Achievement Tracking

Content mapped to Standards

User Ratings & Approval

Predictive Analytics

CompetencyDefinitions Identity

Management Data IntegrationReporting

Intervention Case ManagementEntity Relationships

Longitudinal Data Warehouse

Student Profile & Progress Tracking

Educator Collaboration

Academic Analyzer Community Engagement

Information Access Standards & Curriculum Student Success Management

Student Engagement

Content Pacing Plans

Student 360Next Generation Maturity Model

Level 1

Level 2

Level 3

Level 4

Integrated

Connected Engaged

PersonalizedEngaged

Data Analytics

InformationAccess

Standards & Curriculum

Student Success Management

ENABLE

MOTIVATE

ACHIEVE

How Arizona will Get ThereWith Student 360 Career

ReadyCollege Ready

ADE IT Modernization EffortMaturity Levels Defined

Community-wide access

Everyone tracking to same the goals

Next Generation Learning

Identity, content, data and process

Integrated

1Connected

2Engaged

3Personalized

4

Many Arizona districts have higher Maturity Levels. From a State of Arizona view, we are driving to personalize

opportunities for all students and districts.

Without the RIGHT technology solutions with State-owned data, the journey is improbable!

ADE IT Modernization EffortWhere is Arizona Right Now?

Community-wide access

Everyone tracking to same the goals

Next Generation Learning

Identity, content, data and process

Integrated

1Connected

2Engaged

3Personalized

4

Arizona, through the ADE with sponsorship from the Governor, House, Senate and

Superintendent, has undertaken a major modernization effort…..

We are designing the frame work to ensure success tomorrow!

Enterprise Architecture (EA) for ADE ITDefinition and RoadmapPresented by Statera

-Stephen Giffen-John Hannah-Mitch Talbott

Refer to Attached Document 6

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ADE IT Modernization EffortEA Problem Domain

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Organizational Challenges

The challenges that ADE currently faces as an organization. Customer

No offering of Software as a Service (SaaS) Poor Performance Ease of Access

Organization Multiple Security Models Duplication of Data Silo’s of expertise No Predictive Costing Model

Process No SLA’s Inconsistent 3rd Party Integration Limited or No System Documentation

Data Access Multiple Data storage platforms Expensive to get data out Not Standards compliant (CEDS etc)

ADE IT Modernization UpdateEA Problem Domain

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Technical Challenges

Infrastructure Post End of Life Infrastructure Limited Monitoring No Infrastructure as a Service (IaaS)Software Un-enforced Standards No Source of Authority No Common Resource Skillset Limited or No Auditing Limited System Knowledge Limited or No System

Documentation Limited Common Functionality

Performance Poor Performance No Service or Organizational Level

Agreements (SLA or OLA)Data Access Data Accuracy Duplicate Data Limited Data Mart No Enterprise Data Warehouse Limited or No public Ad hoc

Reporting

ADE IT Modernization UpdateEA Definition

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Overview The target state of the ADE Enterprise Architecture will provide the following benefits

A high performance platform that offers diverse services to ADE’s clients

A standards driven data model that provides easy and consistent access to ADE data warehouses

An easy to maintain set of patterns and tools that target ADE skillset profiles


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Reference Architecture

A primary deliverable of the ADE EA is a Reference Architecture (RA) that provides the following components.

Reference Architecture Reference Design Reference Code Base


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Process and Tooling

The ADE EA includes a set of documentation that describes the ‘How To’ instructions and processes for resources to develop services from. In addition certain kinds of productivity tooling is provided to help ensure quality and standards are adhered too.

Environment Guidance Development Guidance Tooling

Code Snippets (Visual Studio IDE helpers) Class and pattern Templates


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Staff Profiles

The type of resources that are needed to both develop and maintain services built on the ADE EA are taken into consideration. Target skillsets are defined and roles assigned to architectural components.

Profiles Business Application Infrastructure

ADE IT Modernization UpdateEA Roadmap

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Services

Rules Engine Business Logic

Data Access

Entities Security

Applications

3rd Party Apps

Integration

Model

Controller

View

MonitoringCommon

High Level Architecture Diagram (HLA)


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Component Review

Common A set of functionality that is shared across the Enterprise. Shared internally only.

Entities Also known as a Domain Model. These are the data structures that are shared across the enterprise and used to carry information between the various layers

Security The set of functions and methods that control access to the various services within the Enterprise

Monitoring The set of functions and features that are responsible for the logging of the internal hardware and software of the Enterprise

Data Access The set of services that are responsible for the operations with the databases, warehouses, or analysis cubes for the Enterprise

Rules Engine This layer is responsible for the processing of a subset of business rules for the ADE Enterprise. Meant to be run in batch, massively parallel and work over very large sets of data.

Business Logic These components provide the solutions necessary to solve a business need for ADE that does not fall under the Rules Engine components.

Integration These services are responsible for interacting with external systems to ADE that export or import large sets of data.

Services The components within this layer represent the individual functions that are exposed to internal and external systems (not users) and perform the work of providing solutions to ADE and its stakeholders.

Applications Internally this layer represents the applications provided by ADE to its stakeholders and users that expose the services they need to perform their business tasks. Externally this is where any 3rd party application that needs a specific, or group of specific, business functions will be exposed to the Services of ADE via the Security layer.


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First Delivery State

Affected Layers Common Entities

Target Goal To define the common Domain Model (Entities) for the enterprise

at ADE. In addition, identify the common functions of the applications under the control of ADE.

Benefits The creation of a common way that all future systems and

services will communicate with each other. This will simplify the needs of the database designers and remove the needs of the services exposed by ADE to have any internal knowledge of the business or rules in order to do their job.

A solid Domain Model is a necessity of any Enterprise architecture to function.


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Second Delivery State

Affected Layers Common Entities Data Access Monitoring

Target Goal To implement the Domain Model (Entities), the Common libraries for

shared functionality, the Data Access components, and the Monitoring components.

Benefits A functioning Domain Model and the Data Access components

necessary to move data into and out of the supporting data storage solutions (SQL). In addition the first version of a common enterprise library and the logging / monitoring features that will support future development.


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Third Delivery State

Affected Layers Rules Engine Business Logic Services Security Applications: Internal

Target Goal The first application that is representative of the target architecture

will be built.

Benefits A functioning application that can show business value under the new

architecture. This application will be able to demonstrate(with hard data) the benefits to performance, maintainability, modularity, and distinct services to ADE.

This will also be the first time that ADE will be able to demonstrate a best practices security stack to its consumers both internal and externally.


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Fourth Delivery State

Affected Layers Integration 3rd Party Apps Monitoring

Target Goal Provide externally visible services to partners and stakeholders.

These services can be consumed in their applications to solve a particular business need or to provide data to ADE in order to it to complete its business responsibilities.

Benefits Provide the ability for external entities to consume services

provided by ADE in order to solve their organizations needs. In addition this will provide a standard for all who wish to provide data to ADE.

Legislative Mapping Project StatusPresented by Andrew Larson

Refer to Attached Document 7

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Identify legislative citations for each SAIS business payment rules• 300 business rules found with matching state and

federal legislative citations

New legislation discovered November 10• Expected Wrap up week of November 21

SAIS Business Payment Rules Legislative Mapping

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AELAS BudgetPresented by Mark MastersonRefer to Attached Documents

8a, 8b, 8c, 8d, 8e

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Launch of Business Case (LearningMate)• Reduce the total cost of ownership for various

education technology product• Provide the flexibility to school districts• Plug-and-play various education technology

systems/products• Reduce dependency on single vendor and wants to

increase the ownership of data for districts and DOE• Improve the quality of data and develop

standardization• To reduce the infrastructure cost • Provide software as a service and Infrastructure as a

service Refer to Attached Document 8a

ADE IT Modernization Effort AELAS Business Case

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IMS Project Phases Project Estimated CostsIMS Phase 0 - “Analysis” $50,000

IMS Phase 1- “Design” $500,000

IMS Phase 2 - “Development” $200,000

IMS Phase 3 - “Deployment” $50,000

TOTAL $800,000

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ADE IT Modernization Effort AELAS: Identity Management System (IMS)

Estimated Costs (Review): Microsoft FIM

Refer to Attached Document 8b

IMS Phase Estimated Costs StatusIMS Phase 0 – “Assessment”•Define full project scope and phases•Define high-level tasks, WBS, and project plan•Conduct project kick-off meeting & assign Work Groups•Identify ALL applications within ADE enterprise, Active, Inactive, and currently in development•Obtain PIJ approval $50,000

Approved by Arizona State Board of EducationCompleted

IMS Phase 1 – “Pilot to Replace Common Logon”•Purchase hardware and software•Identify Pilot systems and users•Identity and implement FIM minimum set features & capabilities•Implement basic self servicing portal•Migrate internal common logon users to Active Directory•Re-purpose EduAccess users to FIM $500,000

Approved by Arizona State Board of EducationIn Process

IMS Phase 2 – “Expanded Systems”•Expand self servicing•Expand user roles•SAML, Claims based authorization, and Federated trust•COTS, Home Grown, and other applications implementation to FIM $200,000

Approved by Arizona State Board of EducationPhase Pending Recommendation by Data

Governance Commission

IMS Phase 3 – “Self Sustainability and Ongoing Support” $50,000

Approved by Arizona State Board of EducationPhase Pending Recommendation by Data

Governance Commission

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ADE IT Modernization Effort AELAS: Identity Management System (IMS)Estimated Costs: Microsoft FIM

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ADE IT Modernization Effort AZ-SLDS

State Dashboard and 5 Use Cases (Capstone BI) Course Mapping: “Course Walk” (ESP)

Refer to Attached Documents in 8d

ADE IT Modernization Effort Summary Budget Approval Recommendations

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Business Case: LearningMateSee Attachment 8a

Develop comprehensive business case for middle tier projects. $ 826,720

IMS: Microsoft FIM (Forefront Identity Management) Phase III & Phase IVSee Attachment 8b

Provide a single sign on as well as increased system security, and greater compliance with FERPA

$ 250,000

ITIL Tool: ChangeGearSee Attachment 8c Help Desk Ticketing Tool $ 98,830

AZ-SLDS : 5 Use Cases & Dashboards:Capstone BI

See Attachment 8dFederal / State Mandates $ 72,600

AZ-SLDS :Course Mapping: ESPSee Attachment 8d Federal / State Mandates $ 199,500

EA ConceptSee Attachment 6 Review Concept Only Review Concept Only

CEDS ConceptSee Attachment 8f Review Concept Only Review Concept Only

ADE IT Modernization EffortExecutive Budget Summary

39

Budget Approvals: $2,020,646.00

Additional Budget Authority Asking:

$1,719,750.00

Total Proposed Budget Approval

$3,740,396.00

Spend to Date: $ 703,321.78

Refer to Attached Document 8e

Enterprise Architecture (EA) Refer to Attached Document 6

CEDS Refer to Attached Document 8f

ADE IT Modernization Effort AELAS Concept Approval for December Meeting

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Questions

41

ADE IT Modernization Effort AELAS