Northeastern University Reflections

Northeastern University is a private R1 institution that operates on a global scale. With campuses spanning from London to Vancouver, Northeastern is known as an epicenter of experiential learning across all academic offerings. We are a large and complex university that focuses primarily on residential instruction, with an expanding set of hybrid and online degree programs. The Boston campus is positioned as the global headquarters, but much of the uniqueness of the institutional culture shines through from our other 13 locations. Northeastern is one of a very few universities that offer a holistic undergraduate experience at multiple locations globally. Each campus focuses on the notion of experiential learning, but borrows from the local communities and contexts to shape the research agendas and programs offered. Northeastern is a dynamic and exciting first mover in the world of higher education.

In the role of CIO, I oversaw Academic Technologies, Enterprise Platforms, Network and Infrastructure, Research Computing, Cloud Center of Excellence, Salesforce Center of Excellence, ServiceNow Center of Excellence, an enterprise Project Management Office, Customer Support, Marketing and Campus Engagement, Information Security, Finance, and Vendor Management. In addition, the information below represents unique differentiators from my time at Northeastern:

Global IT Leadership: Northeastern is a global university with campuses in London, Toronto, Vancouver, Charlotte, Silicon Valley, Oakland, Washington D.C., Miami, Seattle, Burlington, Nahant, and Portland. In addition to managing the IT infrastructure for these campuses, I played a critical partnership role in campuses’ ongoing and unique IT interests. This included models to support campus-specific teaching and research agendas, as well as external partners co-occupying campus spaces. In addition, I led the successful launch of multiple campuses to ensure robust communication, networks, and AV. I led all IT aspects of the merger of Mills College into Northeastern to be our first undergraduate campus outside of Boston. I led a similar integration with Northeastern London to be complete for Fall 2024. This includes transitioning all students, faculty and staff, leading the consolidation of enterprise systems, vastly improved connectivity, and the introduction of digital workflow.

Enterprise Resource Planning: Developed and executing on strategic roadmap to transform every aspect of our ERP environment based on the results of an enterprise review of systems of records that are internal to central computing, academic units, and distributed business units. This roadmap includes the completion of the implementations of the Canvas learning management system, Slate enrollment management platform, and Workday Human Capital Management. I oversaw the initial readiness work and business case development to lead a move from Banner Finance to Workday Finance as well as the implementation of an entirely new, Salesforce advancement platform to support our capital campaign. My roadmap also included the transformation of our student information system, scheduled to begin in 2026 or 2026.

Global Digital Platform: Envisioned and implemented a new model for digital engagement between and amongst the primary audiences of the university community. This platform is a “Platform of platform” strategy that integrates and streamlines access to dozens of existing systems of record to provide a more frictionless way to connect and engage with university digital services built on a robust API-driven event architecture. Both the Student Hub and the Employee Hubs are used thousands of times a day across Northeastern to help students, faculty, and staff to engage in the various tasks related to being a member of our community from a single web and mobile view. The Student Hub includes seamless access to cloud capabilities, learning activities, registration, bill paying, clubs, groups, digital communities, and more. The Employee Hub supports the work of our faculty and staff by offering a single location to access critical work assignments, support tickets, HR information, personalized systems of record, as well as AI-powered training and learning recommendations. The newly released, Parent Hub will bring a one-of-a-kind digital experience to parents designed to alleviate the stress and overhead associated with managing interactions with their student’s university life. This platform will also make intelligent recommendations to bring university events and activities to their fingertips daily. Finally, the Alumni Hub, slated for development in 2025, will integrate across our enterprise giving platforms, provide access to various campaigns, deliver customized news feeds, and make intelligent recommendations to enhance alumni engagement.

Digital Transformation: A key strategic driver of my work at Northeastern is the overall digitalization and optimization of analog practices to decrease costs and increase productivity. From digital dashboards that support and inform operations, an identity and access management modernization that is leading to a password-less future, a next generation data management platform to support university decision making, cloud utilization that is now at 75% of our total enterprise computing investment, to tools designed to support faculty in the classroom like “one button classroom” use and classroom technology health dashboards, to an environment devoid of traditional telephones replaced by Microsoft Teams capabilities built into all offices and collaborative spaces. Since 2018, we have moved hundreds of processes from paper to digital to streamline HR, Finance, Enrollment, the enterprise Call Center, Facilities, and others.

Research Computing: In 2018, Northeastern had a total of .5 FTE focused on the growing need for research computing support. Through ongoing collaboration with the Office of the Provost and the Research Computing Committee I was able to grow this to a team of 20+ scientists, engineers, security experts, and consultants who work with faculty to take advantage of computing to power their teaching and research. In addition, Northeastern is a partner in the Massachusetts Green High Performance Computing Center that houses our high-performance computing platform, Discovery. We have seen double digital growth in the adoption of research computing resources each of the last four years, with no sign of slowing down.

Customer Service: In my first year, I completed a successful overhaul of our customer experience function with a focus on rapid and accurate closure of tickets across all service areas. I led the introduction of an entirely new service catalog, an evergreen collection of self-service knowledge base articles, walk up support modeled from first-hand learnings from Apple, digital locker lending of equipment, and AI-powered chat bots. Recently introduced a managed service desk model to further reduce costs and enhance support.

Classroom Technology: In 2018, less than 20% of our 300+ classrooms had modern AV functions to support teaching and learning. Today all but a very small number have been upgraded to support lecture recording, hybrid learning, and digital tools to engage in-class and remote learning. As part of the classroom modernization roadmap, established the Global Classroom standard that provides one-touch AV activation, cable-free teaching from any device, multi-site simultaneous section participation, and personalized dashboards for faculty to proactively understand the overall health of their assigned classrooms before arriving to teach. Recently introduced a managed AV service provider model to further reduce costs, enhance support, and to vastly reduce downtime for faculty.

COVID-19 Response: To meet the institutional desire to remain open for the residential population during a period where most universities moved to fully online delivery, I led a series of digital transformations to support that goal. We created dozens of specific, custom applications that allowed students to continue to attend in-class lectures via a dynamic scheduling tool that allowed them to request a seat in de-densified spaces, a COVID-19 test scheduler that allowed us to perform daily health checks and schedule and test each student every three days and faculty and staff every five days, the complete testing center workflow including mobile check-in, lab system integrations, and the secure delivery of results.

Infrastructure Modernization: Currently in the third year of a five-year plan to vastly enhance and modernize the overall connectivity of our campuses. This includes increased speeds to researcher desktops across all locations of the global network to allow faculty and graduate students to take advantage of both our own high performance computing environments and public cloud providers. Additionally, we are replacing thousands of outdated wireless access points to vastly improve wireless connectivity in classrooms, resident halls, study spaces, administrative and faculty offices, as well as public outdoor spaces.

Information Security: Introduced Northeastern’s first information security roadmap, based on the outcomes of an enterprise security review conducted in 2019. This includes the adoption of an industry-standard security framework, new tools, and outsourced managed security operations center. During my tenure, we doubled the size of the information security team so that we can spend more time working directly with end-users to prevent human triggered incidents. We have also established a CMMC practice to secure CUI to maintain our ability to conduct research with defense and government entities. Finally, we established an incident response playbook that provides guidance for responding to security incidents that integrates university police, the office of general council, and our central marketing and communications organizations.

Under my leadership, ITS staff grew from 170 to 245 FTEe + 500 student workers

Balancing the Scorecard

Just a quick post on this beautiful afternoon to share a couple of thoughts that are rolling around in my head. A lot of this is based on a virtual conversation I had today with a great friend and former colleague at Penn State. So while I hoped it would be focused, I am not sure it really is …

Something I have tried very hard to do for a number of years is to take a little time each day to reflect on how things are going. Sometimes I lose track of that thought and put too much time in between actually doing it. I have noticed the last week or so has been a blur so I wanted to reinforce my own behavior by writing it down here.

Since starting at Stony Brook I have had to absorb a lot every single day … from learning where buildings are, to meeting new people, to understanding new budget models, managing a whole new campus governance approach, leading and understanding projects,figuring out SUNY, and everything in between. And none of that includes my family! I have been trying to take my time to recognize and tally “wins” on a regular basis and while the list is easier to update here at work, it seems a little more difficult to do holistically.

With that in mind I have tried to make time to talk to myself about my attitude, performance, love, friendship, and everything in between in both contexts (and where they overlap). It is an effort to take stock of all that is happening around me and to try and be more focused on each moment. I am not successful all the time and some days the wins are few and far between in one area or the other, but the idea is to construct a balanced score card so that all that is important to me stays in equilibrium.

To do that I have to make sure I “come out of my head” and be more present with those around me. One thing that I tried to do is to ask my family at dinner, “what went right for you today?” It is amazing what you hear if you can really listen. I have to remember that each day my family is dealing with all of the same things I am — everything is new and each day is a mix of an amazing adventure and a huge learning experience. Reflecting with them has been a good experience for us all. So as we work towards the weekend, I wanted to offer those thoughts … really if for no other reason than for me to reflect a bit on how good things really are.

Port Jefferson View

Finding Ways

Now that I am back from a week acting as faculty in Educause’s Learning Technology Leadership Program I have been thinking quite a bit about the things that went on around me. You’d almost think as faculty I wouldn’t expect to get much out of the experience. I can say that is so far from the truth. In reality I ended up learning more during the week in a leadership role than I have in quite some time.

One of the things I learned (or was reminded of) was what it was like to be the new person in the group. Out of the seven faculty I was one of only two that hadn’t been in that role before. I had forgotten how difficult it was to step into that situation … I am not used to working so hard to find common ground around things I am experienced with. I’m not saying I was on the outside looking in, but I did need to work harder to establish my voice with the group. Upon reflection it has me thinking quite a bit about how hard I need to work to understand this with regard to other people when they are in that situation. Just something I need to spend extra energy on and intend to.

When it was time to work with the team I was assigned to mentor I made a real effort to engage them where they were. I wanted to find a way to ignite some real opportunities to get into the depth of the conversation with them … I sort of let go of the perceived power position that an Institute like this creates between faculty and participants. I spent a lot of time working to be available to them — where, when, and how they wanted me to be. I enjoyed their questions and I really appreciated their approach to a very stressful and demanding experience. The participants are put into teams to create a compelling solution to a large institutional challenge over two and a half days. Needless to say it can create a lot of stress for the teams. I took it on to help alleviate that stress by being available to coach them when they needed it. It lead to an amazing few days of work and discovery with some very smart and engaged people. A real treat!

My Team: Team 3
My Team

What I have figured out over the last couple of days was that I needed to do that to overcome my initial feelings of discomfort with my faculty role. I needed to find a way to deeply engage when I wasn’t immediately able to do that in my other role. I need to remind myself that my role in situations like the Educause context (and ones across my job at PSU) is one that exists in many dimensions. Finding ways to engage where I could allowed me to energize myself to participate in a more holistic way. Doing one well, lead to new energy and confidence to go after the other areas.

I believe now more than ever that it is critical to listen to your own complaints and work to overcome them. That was something I said to the participants in a faculty panel where we were asked to talk about the things we’ve learned as we’ve grown into our leadership positions. I said that early in my career at the University that I was malcontent quite a bit and it wasn’t until I started to find ways to address my own complaints on my own terms was I able to participate more completely. As an example, I used to complain that I never got to work with faculty who were motivated to do great things — that was true until I started to use down time to discover who they were and work to make meaningful conversations happen. Understanding how to address your own complaints is a skill that I believe to be critical as you move through an environment like higher education.

I’ll close by saying that I’d like to find ways to engage with people around here a bit more like we did at the event last week. I loved the opportunity to informally talk to the participants about their work and about my own experiences. I learned quite a bit about myself and those around me … sort of a shame I had to go to Portland to do it. That doesn’t mean I can’t do the same back home. With that in mind I’ll leave an open invitation to get together and talk — doesn’t have to be formal on any level, just looking to find a way to get closer to this around me. Any takers?

Note, this post also appears at my PSU blog. I am sorry for duplicate linking.

Organizational Reflection

For the last few weeks we’ve been working on our ETS Annual Report … the final draft is due today and I’ve spent all day getting it into shape — the dreaded last mile if you will. There are many more eyes that will need to review all this, but after sitting down and reading over the 28 page report I am left with an overwhelming sense of pride and appreciation for all the people who have contributed to the content of this report. I’m not really talking about the document itself, but the work that this report describes. What I am struck by as I read it is that so much of the work and activities that have occurred over the last year have been the result of not just the nearly 40 people in ETS, but the community we work to support. So many of the activities were quite literally the result of crowd sourced efforts. It is humbling and I only hope others out there have the opportunity to work with such passionate, intelligent, and motivated people. My colleagues here at Penn State are amazing. I can’t thank them enough.

The other thing that is striking to me is how much of the strategy behind all of the accomplishments are shaped by our connections to people outside our Institution. Many of the ideas for what we do come from those of you across education, the blogosphere, and beyond. Your energy and amplification of your own work is both inspiring and motivating. If this platform didn’t exist and if people weren’t sharing their work like they are we’d all be trapped in some far away place that looks nothing like where we are.

With all that said, I thought I’d share the introduction to the report — without any real editing, so excuse any typos (they’ll get caught and fixed). If you have thoughts or comment, please feel free to share them. And thank you to everyone once again!

The theme for 2008-2009 in ETS has been one related to the utilization of existing platforms to impact the broadest audience possible. Over the last several years we have worked hard to help people across the Penn State community integrate technology into their teaching, learning, and research. Our focus on establishing platforms for digital expression is proving to be an effective starting point for us to work to incorporate technology in new and interesting ways.

During this year we continued the trend to focus primary energy on projects with potential to influence Institutional change. In addition to maintaining the trend of increased participation in the TLT Symposium, we grew faculty and student adoption of the use of the Blogs at Penn State, enhanced remote collaboration through Adobe Connect, changed the way Penn State manages and distributes rich media via the Podcasts at Penn State Project, completed installation at all Campus locations of the Digital Commons, hosted and implemented a successful Faculty Fellows program, participated on grant projects, and integrated our digital expression platforms into large enrollment resident education courses.

Furthermore, ETS has created strategic relationships with several Colleges, provided opportunities to create awareness in new areas of the University, and continued to establish itself as an organization that focuses energy on innovation in the teaching and learning space. Through our Hot Team process we have brought several new technologies to light and have shared outcomes of our projects through white papers, the new TLT website, and via reports of our assessment activities.

The establishment of our Faculty Fellow program is a bold step that allows us to not only address the needs of the Institution in general, but also expand our thinking by engaging in more formal research activities. In its first year, our Faculty Fellow program produced tangible outcomes that have informed our University wide ePortfolio activities. These Fellowships will provide the basis for ongoing activities across domains and initiatives.

ETS has fully embraced the notion that an open organization is more powerful. Through blogging and podcasting, ETS staff have helped mold the reputation of the unit and to create new opportunities for themselves. The Community Hub and PSU Voices projects continue to bring the power of the community across Penn State to light. The first annual Learning Design Summer Camp had 110 registered attendees and 18 organizational volunteers from across Penn State. The monthly All Instructional Designer meeting brings together instructional and learning designers from across PSU to discuss relevant pedagogical and technological issues, and has grown to an average of 25 participants per session. The first annual Digital Commons Tailgate was just one example of the impact that initiative is having on the rapid adoption of digital media throughout the University.

This, like each of the past several years, has been full of change as well. New faces have joined ETS to help us push initiatives forward. We have once again reorganized the structure of the group to better take advantage of our resources in the face of several new projects. We also made a big change to help address the large portfolio of activities in the form of adding an Assistant Director. ETS has accepted these changes and collectively we have worked hard to embrace new directions and challenges.

It has been a year of adapting to the ever-changing landscape that is teaching and learning with technology. Within the pages that follow we hope to share highlights from the past year.

Upon Further Reflection

Perhaps its been the miserable weather here in State College or the stress of running the largest and most ambitious TLT Symposium ever, but I think I’ve been grumpy. Things are looking up … today the sun came out, the sky was blue, and to top it all off last night I got to hang out with our guest Andy Ihnakto and it was a blast — so much so that I think it calibrated my perspective a bit. Today I spent the day feeling the amazing quiet before the storm that rolls in tomorrow with the arrival of both keynotes — David Wiley and danah boyd. Both of these folks are people I have followed for years and both of them have had a huge hand in forming my current thinking. I cannot wait to hang out with them. Tomorrow is the start of a killer weekend and I am now mentally prepared for what is to come. Bring it.

After I wrote my last post I felt like I needed to go back and rethink what I wrote — after doing so, I almost regretted it. Here’s why — it was short sighted on several levels. If I am honest, the people at the Chronicle event last week were overwhelmingly positive with my message. So there were a few difficult questions tossed out — and that is where the reflection comes in. I can’t spend energy being defensive or uptight about that. I have to spend my time working even harder engaging those people in real conversations. It is my responsibility and I am willing to take that really seriously.

Wordle of Positive Comments by Cindyu

Wordle of Positive Comments by Cindyu

What the talks showed me is that people are interested. What the posts in the Chronicle space illustrated was something more powerful — that people are really interested in expressing their thoughts on the changes we are seeing on our campuses. If we don’t get beyond an us vs. them approach — and I think we all know who the us vs. them represents (or is perceived to represent). We need people pushing dialogue locally related to the stories that appeared last week so we can all come out of our labs, ivory towers, classrooms, and offices to really engage in some serious conversations or we can’t make progress. All I care about is moving the conversation forward — and my early reactions to my perceived inability to engage that audience goes against everything I believe in … and it sent me into a defensive mode. I believe in pushing people to talk and without real intelligent dialogue we are doomed to spend our existence in education living in a jacked up worksheet nation. We need to forget about the power struggles, the us vs. them mentality, the edupunk need to blow it all up, and spend time finding common ground. If we do that I believe there will be places in the academy for punking, rocking, chilling, reflecting, embracing, and encouraging teaching and learning.

Four of us were having dinner
and I threw down the paper with a curse.
And my wife said, “complaining doesn’t get it,
you gotta do something or you can bet it will get worse.”
–David Crosby, Tracks in the Dust

Upon further reflection, the issues are with me — not the world. When I say that I say it because I am committing myself to the notion of the conversation and the notion of breaking through the bullshit walls so many of us (and I am in that crowd) lean on — walls that make us safe and don’t push us to work towards shared meaning and understanding. We need to forget the no we can’t mentality and move into the future.

See you at the Symposium!