Integrated Reporting

Experience from the Field

DOL 2007 Performance & Reporting Summit

Integrated Reporting System

Utilizes Greatly Simplified Client Model

Only includes what’s needed for Standard or Ad Hoc Reporting
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Not Case Management

Includes 4 Main Tables

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Integrated Reporting System
Greatly Simplified Client Model

Enrollment Instance Table
Tracks individual customer/Period of Participation at integrated/system level  Includes:

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Common Customer Characteristics POP information (DOP, Exit) Num/Den flags for each measure at integrated/system level Wage data

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Integrated Reporting System
Greatly Simplified Client Model

Enrollment Program Level Table
Table tracks individual customer/Period of Participation at the program level  Allows us to report outcomes by program  Includes:

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Num/Den flags for each measure at program level Wage data

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Integrated Reporting System
Greatly Simplified Client Model

Service Instance Table

Table tracks ALL qualifying services received by customers to identify DOP and Exit Includes:
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Service Type/Dates Program Self-Service/Staff-Assist/Intensive/Training Flags Local Office Codes

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Integrated Reporting System
Greatly Simplified Client Model

Board Enrollment Reference Table
 Table

breaks performance out by

Board  Links to Enrollment Instance Table
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Integrated Reporting System
Greatly Simplified Client Model
Board Enrollment Reference Many One One Many Service Instance Many One Enrollment Instance One Many Enrollment Program

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Reporting Capabilities

Over 75 performance & management reports Common Measures are organized by measure, not by program

User selects a measure and system provides results for up to 36 different population levels
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Includes integrated and siloed levels Easier to compare/evaluate performance

Users can get extracts showing which customers are counted in each measure

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Reporting Capabilities

Reports run based on “Mature” or “Preview” cohorts

“Preview” reports results using immature data
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Missing WRIS, FEDES, and some UI

“Mature” is lagged enough to be reported officially

Forecasting Reports for Retention & Average Earnings

Use data through 2nd quarter

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Monthly Performance Report

Integrated Reporting System only provides basic data
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Doesn’t show History Doesn’t show whether “Meeting” or “NotMeeting” Doesn’t show Board’s total performance Doesn’t make it easy to compare Boards

MPR takes Data and provides Information

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Monthly Performance Report

MPR provided to
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Governor’s Office Legislature Commissioners Boards

Boards provide Explanations of Variance when “Not Meeting” Commission holds quarterly meetings on Performance and Finance
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Open Meetings Broadcast via Internet

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New Monthly Performance Report

Snapshots

Published and Updated Data 4+ Years by Qtr, YTD, R4Q

Extensive Trending

Built-in Reference Material
Tutorial  Measure definitions  Footnotes

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New Monthly Performance Report
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“Stream of Consciousness” Navigation Filter to focus on
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Board Measures Programs Save them for later usage Export formats to share with others Export results to Excel

Create Custom Report Formats
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Organize by Program or Measure

Pick a View

Pick Board or State

Filter Measures

Dates Displayed

Jump to Comparison View

Get Extra Details

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Filter by Cohort Sort by Column Headings

Select Board to jump to Board Summary

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Select Trend Type

Jump to Comparison View Graphic Measure Lag

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Contact Info

Adam Leonard Performance Analysis & Reporting, Texas Workforce Commission Adam.Leonard@twc.state.tx.us 512-936-5866

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