Business Relationship Management Annual Report 2020
INTRODUCTION The complexities facing the Purdue University College of Agriculture are multiplying. The rapid advancement of technology used within academia is at unprecedented levels. Faculty starting in the 2015 fall semester arrived with data on hard drives and, in one case, a server. While BRM was making faculty aware of high-performance computing technologies, all were still focused on managing their own technology needs. In January 2017, BRM began to observe a change. It was then that Dr. Chris Oakley requested assistance in moving data from his previous institution. Working with ITaP’s research computing group and the Globus tool, 700 gigabytes were transferred. During that same month, Dr. Leonor Boavida was our first faculty member to ask for a data analytics service. We began to see the self-contained technology approach erode. Faculty were beginning to shift away from “doing it all” to focusing on their science. In three short years, conversations around academic activities and technology have evolved. Topics around Excel spreadsheets, hard drives and the like are long gone. Today, it is common for all faculty to talk about classroom technologies, big data, sensors and visualization— regardless of when they arrived at Purdue University or entered the Business Relationship Management program. Additionally, faculty come to us seeking technical services, on-campus resources and even collaborative opportunities.
AGRICULTURE & HIGHER EDUCATION IN THE DIGITAL AGE When we began the BRM program, its primary focus was campus IT organizations, which included AgIT and ITaP’s Research Computing and Teaching & Learning Technologies groups. As conversations with faculty evolved, the paradigm shifted into an emerging technology space, and it became apparent that this was where BRM could provide the most value. While core IT services and resources remain critical for academic
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success, faculty continue forging ahead into emerging technology in many forms. As an example, BRM works with a faculty member who, upon starting in August 2016, was interested in hosting services for FileMaker Pro. Today, BRM is working with that faculty member to locate data visualization and nanosensor collaborators. This progression emphasizes the need to stay engaged with all faculty, regardless of career phase, as their technology needs constantly evolve.
CONTINUOUS INNOVATION EXPLODES THE POTENTIAL OF TECHNOLOGICAL ADVANCEMENT Continuous innovation from multiple fronts is pushing or influencing faculty. While there have always been influencers, such as higher-education technology and faculty colleagues, BRM is also noticing new players. Ag-tech start-ups, large ag manufacturers promoting technology services, innovation and commercialization organizations and educational technology companies are all seeking access to faculty. While the speed of new technology adoption can add more complexity to the equation, the convergence potential of higher education, agriculture and technology is limitless.
OPPORTUNITIES FOR NEW VALUE The value of BRM or the “BRM Potential� is multifaceted. First, we work with incoming faculty to understand their needs. This includes navigating and connecting them to a full spectrum of IT resources, from core IT services to emerging technology opportunities. Additionally, by cultivating faculty relationships, BRM is able to understand ongoing academic research goals of our faculty members, and facilitate partnerships and collaborations with technology partners on and off campus. BRM is well-positioned to leverage multidisciplinary collaboration. We are now exploring opportunities for collaborations with faculty in Purdue Engineering and through the Purdue Polytechnic Institute who are building emerging technologies. As faculty advocates, the Purdue BRM team creates connections that remove barriers not only for Purdue Agriculture, but all stakeholders.
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ELEVATE EARLY VISIBILITY FOR FACULTY RESEARCH VISION New faculty face a multitude of tasks and challenges when they arrive at Purdue. Acclimating to the organization and community, building their lab, securing funding and creating a network of partners and collaborators who can help them accomplish their goals are just some items on their to-do list. BRM understands this is a critical time to focus on removing barriers and quickly connecting faculty with the right partners that will enable and accelerate their scholarly activities. Identifying and building technical partnerships is increasingly more important in agriculture. New faculty arrive with increased focus on applying advanced technologies and data science in pursuit of their objectives. In fall 2019, Dr. Jake Hosen arrived at Purdue as a new faculty member in Purdue Agriculture’s Forestry and Natural Resources department. Hosen’s past work with remote sensing technology made him someone who would benefit from connecting with key technology partners in this area. He had a plan to use environmental sensors as a primary component of his research. Following an initial conversation with BRM, the team arranged a consultation with Aaron Walz, the director of Agricultural Data Services (ADS). BRM brought together Hosen,
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DR. JAKE HOSEN
ASSISTANT PROFESSOR FORESTRY AND NATURAL RESOURCES
I continue to be surprised at what is available at Purdue. The integration with IT is unlike what I’ve experienced previously. At other universities, most of the time, IT isn't connected to the computing needs of researchers. Access to responsive IT resources greatly expands the scope and profile of my research.
Walz and Academic IT Specialist (AITS) Jarrod Doucette in Hosen’s first month on campus to discuss his research goals and gain a shared understanding of opportunities and challenges to address. The momentum of that initial meeting engaged the AgIT Systems team, which began exploring the technical feasibility of deploying a wireless network to cover Martell Forest, a remote location with no cellular or Wi-Fi coverage. Through a coordinated effort, these groups built a LoRa network — a long-range, low-power wireless method of transmitting small data volumes for several miles — capable of transmitting environmental sensor data from the field. ADS and the AgIT Applications team are prepared to assist in automating a data pipeline to bring sensor data back to campus where Hosen can use it in his research and classroom. By creating this partnership soon after Dr. Hosen arrived at Purdue, key technical partners gained early visibility of his research vision and opportunities. Those key partners organized and brought to bear the necessary resources to deploy a network of environmental sensors within a few months. business relationship management
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IDENTIFYING EARLY ADOPTERS FOR PARTNERSHIPS BRM operates in an environment that provides unique opportunities for insight. We invest time into understanding the activities of faculty and the challenges they face. At the same time, we work with our technical partners to recognize their opportunities, challenges and initiatives. As we do this, we build relationships based on trust and mutual respect that facilitate discovery and partnerships. Equipped with this broad understanding, BRM has the ability and directive to connect what faculty are trying to accomplish with existing, new and emerging technical capabilities.
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During the past year, BRM has successfully capitalized on its ability to connect faculty and technical partners during the discovery phase of new initiatives, such as the College of Agriculture’s proposed Research Data Ecosystem. Through a series of discovery-focused interactions, BRM quickly realized this collaborative, intelligent research data collection process and storage environment was of interest to both faculty and technical partners. BRM was well-positioned to build connections between two groups that recognized the Data Ecosystem’s potential value and jointly pushed the idea forward. With the support of leadership to explore the Research Data Ecosystem concept, BRM was requested to identify use cases to ensure an end solution valuable and flexible enough to accommodate multiple researchers working with a variety of data types. BRM addressed this by leveraging established faculty relationships and knowledge of how a Research Data Ecosystem solution would benefit faculty research needs. BRM gauged potential use cases and interest, then facilitated conversations between faculty, technical leadership and external partners to discuss opportunities and challenges in greater detail. This approach created a collaborative relationship with shared investment and commitment starting in the discovery phase, a significant departure from the customer/supplier relationship model. Enhanced communication and shared motivation greatly increases the likelihood of an end solution that all users can support and that will deliver the capabilities and value originally envisioned by all involved. business relationship management
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INCREASING OFF-CAMPUS PURDUE TECHNOLOGY CAPABILITIES During a conversation at the Southwest Purdue Ag Center (SWPAC) with Scott Monroe, Food Safety Extension Educator, BRM became aware of plans for the new Purdue Extension Food Safety Training Hub. One of the hub’s goals was creating a green-screen room for video development. As with many technical opportunities, BRM coordinated a consultation that included Monroe, as well as Amanda Deering (Clinical Assistant Professor in Food Science) and Ed Dunn (Video and Multimedia Production Services Manager in ITaP Learning Spaces). The first consultation began with a conversation around the right equipment to purchase. But as final building plans were developed, they decided to create an onsite Purdue Video Express room.
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As Purdue’s first such off-campus room, this self-service video recording site will allow faculty and staff at the SWPAC to: • Easily record high-quality video in a pre-calibrated recording facility • Incorporate multiple digital inputs into video, such as PowerPoint slides, movie files and websites, in addition to presenter audio and video • Automatically upload recorded videos to a media server for quick online retrieval through a support website
In addition to the consultation, ITaP Learning Spaces also installed the video recording equipment, including a video recording camera, lightboard hardware, a teleprompter and computer equipment to capture and save video files.
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STREAMLINING RESEARCH DATA DELIVERABLES Faculty introductory meetings with BRM have noticeably changed. The first mention of a need for data analytics occurred in January 2017. Three years later, it has become commonplace. Faculty are exploring a multitude of data collection opportunities — seeking not only assistance but leadership in a variety of data science areas, including analytics, processing, communicating and maintenance. When the Purdue University College of Agriculture created and invested in Agricultural Data Services, BRM knew it would make an immediate impact on faculty exploring new data collection methods and also allow us to tap into existing opportunities. When developing relationships with new technology partners, our goal is to engage as quickly as possible by building strategic partnerships with faculty and other technology-focused campus partners. BRM engaged Aaron Walz, director of Agricultural Data Services (ADS), to strategize the most critical and/or eager faculty in the BRM portfolio with current or future data science needs. To date, ADS has engaged with 17 Purdue Agriculture faculty through BRM-facilitated consultations, 15 of whom are now actively engaged in projects. One of the most meaningful ADS deliverables is a data workflow diagram, starting from data collection through storage. One faculty member indicated that it was extremely helpful, as it led to multiple conversations around data transport, collection and analytics.
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A ARON WALZ DIRECTOR OF AGRICULTURAL DATA SERVICES
The Purdue University College of Agriculture’s BRM group has been invaluable in identifying the right connections for our new Ag Data Services team to engage with. Their relationships and knowledge of the landscape enable them to identify strategic opportunities and bring the right people together to create collaborative solutions. Knowing I can count on them to find the right partners has allowed me to focus on establishing our services rather than having to knock on every door.
PROJECTS Data Lake Ecosystem: • Crop Management: Dr. Bruce Erickson, Agronomy • Dr. Nathan DeLay, Agricultural Economics • Microbiome: Dr. Stephen Lindemann, Food Science • Quantitative Ecology: Dr. Brady Hardiman and Dr. John Couture, Forestry & Natural Resources; Dr. Gordon McNickle, Botany & Plant Pathology Data Device Pipeline: • Dr. Shalamar Armstrong, Agronomy • Dr. Laura Ingwell, Entomology • Dr. Margaret Gitau, Agricultural & Biological Engineering • Dr. Christian Butzke, Food Science • Dr. Jake Hosen, Forestry & Natural Resources • Dr. Christian Krupke, Entomology • SWPAC High Tunnel & Soil Sensors: Dr. Wenjing Guan, Horticulture & Landscape Architecture Purdue Ag Centers: • Steve Hawkins • Jeff Boyer • Jon Lueck State Climate Off ice Weather Data: • Dr. Beth Hall Additionally, BRM connected Walz with other key technology partners at Purdue with a data focus. These introductions encouraged better understanding of services available on campus, closing those gaps and building strategic partnerships while avoiding duplication. These include: Data Science/Data Consulting (Integrated Data Science Initiative/Deep Learning Algorithms): • Dr. Guang Lin, Mechanical Engineering • Ed May, Data Science Consulting Service Statistical Consulting: • Dr. Bruce Craig, Statistics Data Management and Curation, Purdue Libraries: • Dr. Chao Cai • Dr. Danielle Walker Data Visualization: • Dr. David Ebert, Electrical & Chemical Engineering
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REDUCE TIME TO ENTREPRENEURSHIP AND COMMERCIALIZATION As technology converges with academic activities to create new methods, tools and products, opportunities for entrepreneurship and commercialization are ever-present and expanding. Purdue University leadership has elevated the importance of protecting Purdue innovations and fostering the path to commercialization, thus extending the fulfillment of the land-grant mission by moving research and discovery into the public space. BRM works jointly with the Purdue Research Foundation’s Office of Technology Commercialization (OTC) and the Purdue Foundry to increase awareness and connections between faculty research and entrepreneurship/commercialization. Because we are meeting with new faculty within their first weeks on campus, the BRM team can make this connection shortly after their arrival. Working with the Foundry and OTC fills in another piece of what BRM sees as the faculty/technology ecosystem. Representatives from these organizations saw the potential of how BRM could accelerate faculty engagement for those considering commercialization or entrepreneurship. BRM conversations frequently include discussions of future research plans
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and aspirations. We then move to quickly connect faculty with the right Purdue Research Foundation partner that will assist and counsel them on how best to protect their intellectual property and explore paths to bring their research to the market. There is also potential to uncover new or completed work from established faculty who have not prioritized commercialization in the past. By facilitating these connections, the OTC, Purdue Foundry and BRM are raising awareness and clearing barriers on the path to protecting faculty discoveries for possible licensing in the future and, in doing so, preventing the loss of intellectual property and future funding sources. BRM’s partnership with the Purdue Research Foundation was the catalyst for AgIT and partner participation in the new 5G development zone being established on the west side of campus. As part of the Indiana 5G Initiative — and one of only two metro areas in the U.S. selected for the launch of both AT&T and Verizon 5G broadband networks — the Purdue Agronomic Center for Research and Education (ACRE) and Controlled Environment Phenotyping Facility (CEPF) are poised to start experimenting with 5G wireless within the year.
CONNECTIONS We have initiated connections between the Purdue Research Foundation and the following partners: • Dr. Brock Harpur, Entomology: 2 disclosures; 1 trademark (in process) • Dr. Yang Yang, Medicinal Chemistry & Molecular Pharmacology: potential disclosure / commercialization (10-15 months) • Pat Smoker/Aaron Walz: meeting re: disclosure for data ecosystem/ADS • Dr. Jake Hosen, Forestry & Natural Resources: interested in disclosure/commercialization • PRF: Discovery Park 5G Discussions • Bee Lab: Dr. Brock Harpur • CEPF & ACRE: Dr. Yang Yang/Pat Smoker • Dr. Jianzhu Ma, Computer Science: Disclosure • Pending Disclosures • Dr. Cordelia Running, Nutrition Science • Dr. Christian Butzke, Food Science • Dr. Gordon McNickle, Botany & Plant Pathology
The Foundry and OTC relationship with the BRM team has been very useful in gaining deeper insights into both the types of new technology emerging but also how we speak to these innovators about the importance of disclosing their work. We need the interaction with the BRM team to help to communicate how disclosure of research can bring value to the innovators, to our citizens in the state and to society at large. Through these interactions with the team we can better appreciate which are the best ways to offer these ideas to the world outside Purdue.”
DAN DAWES SR. DIRECTOR OF STRATEGY AND INNOVATION
AGRINOVUS INDIANA
ADVISOR FOR PURDUE FOUNDRY
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LEADING IN A TIME OF UNCERTAINTY As the impact of COVID-19 in the United States moved closer to Purdue University, contingency plans were being suggested. Faculty were encouraged to begin moving their classes into an online format. On March 10, university leadership announced that while the university was staying open, all classes were to be delivered online beginning March 23 for a minimum of two weeks. Faculty have since been informed to continue remote instruction for the remainder of the spring semester. The BRM team began developing a contingency plan for off-campus work with our faculty and technology partners, as well as internal team communication. Early planning allowed us to move faster when the formal announcement for remote instruction occurred. It meant “feet on the ground” — asking questions, understanding frustrations and acknowledging faculty needs in an unprecedented situation.
NAVIGATING AND CONNECTING Faculty, administrators and technology partners were all working to respond to rapidly changing messages and directives. They also needed each other to be successful. BRM added value by accelerating the speed with which our partners connected. By listening to questions and understanding barriers, we focused our efforts, facilitated conversations between the right partners and ensured that correct information was communicated at the right time. These efforts resulted in four technology partners being present at the March 13 Academic Council meeting for a Q&A with department heads and deans from the Purdue University College of Agriculture, as well as three departmental faculty Q&A sessions.
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CLARITY & COMMUNICATION We interacted with faculty to understand needs for clarity and communication and identify gaps that our technology partners could close. • In multiple instances — such as a decision to automatically move some Blackboard courses to the new Brightspace learning management system — the BRM team followed up directly with technology partners to clarify processes and relay accurate information to faculty. • We became a conduit for business intelligence by removing the need for a technology partner to follow up with multiple individuals. BRM took the lead on reaching out to faculty and identifying their most common and most urgent needs. After initial conversations, we were able to keep those individuals informed of resources to support their changing academic activities. • We strengthened a partnership by regularly providing up-to-date information to Christine Wilson, associate dean of the Office of Academic Programs, who had just assumed her role four weeks earlier. The BRM team worked to ensure that she was aware of Purdue’s technology capabilities that enable online instruction and began building connections between OAP and campus technical partners.
PROMOTING PARTNERSHIPS Through our understanding of teaching technology capabilities across campus, we kept technology partners informed of the rapidly changing circumstances. We reached out to Academic IT Specialists to create a continuum of information and followed up with Research Computing about concerns regarding the Scholar HPC cluster. Due to this work, we formed a new partnership between Purdue Agriculture Online, Purdue University’s Teaching and Learning Technologies and Purdue University’s Center for Instructional Excellence, which led to a virtual Purdue Agriculture faculty town hall meeting, with more sessions planned. As preparation continues at the time of publication for whatever the COVID-19 response brings next, we anticipate impacts to faculty in the research and Extension areas. We will continue to open communication lines, ensure clarity and promote partnerships by connecting faculty and administrators to technology partners.
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NEXT STEPS TECHNICAL CAPABILITIES Our understanding of Purdue University’s overall capability footprint can be used to identify functional gaps or opportunities for consolidation. BRM is using capabilities to enhance our effectiveness by broadening awareness and understanding of technical solutions that are available to faculty — quickly connecting them to the best resources and advancing their academic activities. Even then, our understanding of technologies and capabilities continues to evolve as we expand and connect across campus. We will continue to build and enhance our capability mapping as our BRM activities uncover additional partners, solutions and capabilities within the Purdue technology landscape.
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BRANDON REESE
BUSINESS RELATIONSHIP MANAGER
As a new member of the Purdue BRM team, I am very excited about the number of opportunities to learn and grow while helping our partners achieve their goals through ongoing relationship development. I look forward to obtaining my BRMP and embracing BRM principles to enhance that development.
BUILDING COLLABORATIONS (COLLEGE OF ENGINEERING, POLYTECHNIC INSTITUTE, ETC.) As BRM builds trusted relationships with faculty, we continue to peel back layers. We have found that after many core IT needs were met, our conversations began to change. The need for applied technologies, such as data analytics, as well as emerging tech is increasing. This has sent the BRM team exploring across campus and uncovering myriad new opportunities for strategic partnerships and multidisciplinary collaborations. We will continue these efforts, as we have discovered that faculty in other colleges are eager to meet Purdue Agriculture faculty and explore the potential.
RECOGNIZING AND CLOSING GAPS As the BRM team builds trusted relationships with faculty, we are able to identify current and potential gaps for technology partners. This early detection will be part of the College’s ability to quickly position itself, especially over the next three to six months. The BRM team continues to connect with faculty and partners on a daily basis, asking: “What are the new priorities? How are individuals being affected? What will it mean to ‘shift back’ to campus, both in the short term and long term?” We will continue to deliver this business intelligence for review, understand implications and, where needed, implement solutions, leading to an agile environment that can meet and shift to changing needs.
WELCOME BRANDON REESE! We began 2020 by welcoming a new Business Relationship Manager and team member — Brandon Reese, who hit the ground running with a new faculty meeting on his first day. We are excited that Brandon has embraced the BRM role, discipline and capabilities, as he is a natural for building partnerships and collaborations. This next year will give the BRM team plenty of opportunities to mature and evolve.
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BRM INSTITUTE AND SCHOLARLY ACTIVITIES Our BRM team remains very active within the Business Relationship Management Institute, “the world’s premier membership, professional development, and official certification organization dedicated to serving the global business relationship management (BRM) community.” * The BRM Institute provides educational programs, networking and professional development opportunities that enable our program to advance in maturity and share knowledge with international peers. BRM Institute Leadership • Midwest Community: Mark Sullivan, Co-Lead • Women in BRM: Leanne McGiveron, Lead & Builder • Value Workgroup: Leanne McGiveron, Contributing Author
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*Business Relationship Management Institute, Inc., https://brm.institute/learn-about-brm-institute/. Copyright and all rights reserved.
GLOBAL BRM INSTITUTE AWARDS BRM Team Crystal Dombkowski Kayla Gurganus Leanne McGiveron Mark Sullivan Communit y Leaders Crystal Dombkowski Mark Sullivan Global Impact Leanne McGiveron Arnie Award (BRM of the Year) Leanne McGiveron BRMP® Cer tificate of Experience In Leading and Implementation of a BRM Program Leanne McGiveron Cer tified Business Relationship Manager ® (CBRM ®) Practitioner Mark Sullivan Leanne McGiveron Business Relationship Management Professional ® (BRMP®) Brandon Reese
Invited Presentations o Hewitt, D., L.M. McGiveron, and D. Prater. Measuring and Communicating Value of BRM Practice [Webinar]. In BRM Institute Council 2019 Webinar Series. o Dombkowski, C.B., K.M. Gurganus, L.M. McGiveron, and M.E. Sullivan. October 2019. Purdue BRM/College of Agriculture: Discover, Convergence, Innovation, Impact [Webinar]. In Educause BRM/ITSM Webinar Series. o McGiveron, L.M. October 2019. Purdue BRM: Moving the World Forward. BRMConnect Global Conference. New Orleans, Louisiana. o McGiveron, L.M. April 2020. Moving the World Forward. [Webinar]. In BRM Institute The Journey to BRMConnect Webinar Series. Selected Presentations • Dombkowski, C.B. and M.E. Sullivan. October 2019. Dumpster Fire or Valued Program: A Guide to Measure BRM Program Value. BRMConnect Global Conference. New Orleans, Louisiana. • McGiveron, L.M. and P. D. Smoker. BRM: Delivering the IT Investment to Faculty. October 2019. Educause Conference. Chicago, Illinois Audio • P. Lijnse, L.M. McGiveron, Suresh GP, G. Bertman, J. Snodgrass and M. Hinton. Participants. November 2019. BRM Café Podcast (Peter Lijnse, Producer). Ep. 18: BRM Café at BRMConnect 2019 Day 1. http://brmcafe.libsyn.com/brm-cafe-at-brmconnect-2 business relationship management
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MEET THE TEAM
LEANNE MCGIVERON, CBRM® Director, Business Relationship Management Leanne leads the BRM program, which brings Purdue’s IT investment value directly to faculty by building partnerships and collaborations between three strategic functions of higher education, agriculture and technology. Work in corporate organizations and Purdue Extension, as well as 20 years of higher-education IT leadership experience, has lent itself well to Leanne’s direction of Purdue Agriculture’s BRM program. Leanne also works closely with the BRM Institute, leveraging BRM strategies and thought leaders to further BRM activities and accomplishments at Purdue. Leanne holds a bachelor’s degree in Agricultural Extension Education from the University of Wisconsin-Madison and a master’s degree in Adult Education from Indiana University. Email: lmcgiver@purdue.edu
Twit ter: @McGiveronBRM
MARK SULLIVAN, CBRM® Business Relationship Manager Since joining the BRM team in 2017, Mark has recognized and consistently promoted the value of partnerships and collaborations between Purdue Agriculture faculty and technology partners. Mark has a passion and enthusiasm for the impact BRM activities can have in the academic environment. He applies insight gained from 27 years of IT management and consulting experience to his BRM role. Mark is co-leader for the Higher Education and Midwest Region BRM Institute Communities of Interest and regular storyteller at Global BRM Connect Conferences. Email: msullivan17@purdue.edu
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Twit ter: @MarkSullivanBRM
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BRANDON REESE, BRMP® Business Relationship Manager Brandon joined the Purdue BRM team in 2020 and utilizes BRM principles to bring value to Purdue's award-winning, internationally recognized faculty that are working to solve major global issues through research, teaching and community impact. Brandon holds a bachelor’s degree in Business Administration and Finance from the Tippie College of Business at the University of Iowa. Prior to joining the team, Brandon spent 15 years in financial planning and management in both the private and higher-education sectors. Email: bcreese@purdue.edu
Twit ter: @BrandonReeseBRM
KAYLA GURGANUS Program Coordinator As coordinator, Kayla is focused on continuous improvement of the team’s processes around communication and data management. She enables the BRM team’s success by maintaining the Zoho Customer Relationship Management (CRM) database of faculty and provider interactions and the associated analytics tool. Kayla currently serves as the Area 71 Director (District 11) for Toastmasters International. Email: kgurganu@purdue.edu
Twit ter: @KaylaMGurganus
A ARON BARNES
CEO, BRM INSTITUTE
The Purdue University BRM Team has been an incredible advocate for the single global BRM community, bringing the community together through local and virtual communities, working with BRM Institute and BRMs to develop and enhance new knowledge and solutions, offering their time to mentor and coach others, and more. Their impact is felt across many areas of the BRM community.
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An Equal Access/Equal Opportunity Institution