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AAIR SIG Forum – 2013

From Spreadsheets & Cognos Enterprise Planning to TM1

22 Aug 2013

The Journey Begins.......... Existing Models Project Purpose & Business Requirements User Interface Reporting

2005

2006 • Increased

planning cycles

• More frequent information

2007 • Change in

Revenue Allocation Framework

• More detailed information

2009 • Uncertain

external environment

• Sensitivity analysis

2011 • New Load &

Revenue Team

• New Model

2013 • Less data

handling • Significantly

reduced time frames

• More analysis • More answers • Happier

Stakeholders

34,000 Students = 24,000 Enrolments (EFTSL)

400 Programs

3,000 Courses

$393m (2012) Teaching Revenue

Formal Load Planning & Allocations approx 90% ($360m)

Increasing appetite for timely, detailed load and revenue information. Driven by – More frequent planning cycles

Change in internal Revenue Allocation

Framework More uncertain external environment both

domestically & internationally.

Planning cycles: Pre-2011 STUDY

PERIOD SP1 SP2 SP3 SP4 SP5 SP6 SP7

SP CENSUS MONTH FEB MAR MAY AUG AUG OCT DEC

FORECAST QTR 1 FCT

QTR 3 FCT

BUDGET* NY BUD

ACTUAL CY ACT

LOAD PLANNING

FPOS & FPPS CSP

* Including 2 future years

Planning cycles: Now

STUDY PERIOD SP1 SP2 SP3 SP4 SP5 SP6 SP7

SP CENSUS MONTH FEB MAR MAY AUG AUG OCT DEC

FORECAST* QTR 1 FCT

QTR 3 FCT

BUDGET* NY BUD

ACTUAL* CY ACT

FLASH LOAD

FORECAST Weekly Weekly Weekly Weekly

LOAD PLANNING*

FPOS FPPS CSP

FPOS FPPS CSP

FPOS FPPS CSP

* Including NY + 4 future years

Revenue Allocation Framework Pre-2007: Net Revenue Allocation Model ‘Top Slice’

1 External Revenue

Net Revenue 2

Unit Allocations 3

Teaching & Learning

Research & Consultancy

Support Units

Corporate

Revenue Allocation Framework 2007: Gross Revenue Allocation Model

1 External Revenue

Gross Revenue 2

Levies 3

Unit Allocations 4

Teaching & Learning

Research & Consultancy

Support Units

Corporate

Improvements in the UniSA Load & Revenue Planning Environment Effective organisational Structure

Conversion of multiple Cognos EP models to one TM1 model

UniSA Student Load and Revenue Management

Planning Finance

Student Load

Planning

Funding Agreement Govt Estimates Program Fees Load Planning Models

Budgeting & Forecasting Revenue Allocations Reporting

Pre-2011 2011

Stakeholders

Student Load

Planning

VC

COO

Marketing

International

Finance Divisions

Student & Academic Services

BI & Planning

Provost

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Existing Models

Existing Load Planning Models

International Fee-Paying

Person - EFTSL

Domestic PG Fee-Paying

EFTSL Only

Commonwealth Supported

2 Years EFTSL-Person Acceptances

Offers

4 Years Program Fees

Program Revenue

Program

Existing Revenue Allocation Model International

Fee-Paying

Student Enrolments

Student Revenue

Excel Reports

Domestic PG Fee-Paying

Commonwealth Supported

Student Revenue

Allocation

Finance One

Previously excel

spreadsheets

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New Model

Project Purpose To design a consistent, end-to-end planning process that covers the various planning horizons and information needs for all stakeholders. To produce a simpler process with less steps required, less repetition and therefore reduced cycle times so that stakeholders can see the impact of revised student load scenarios.

New Load Planning & Revenue Allocation Model

Student Load Planning & Revenue

Allocation

Finance One

Cognos BI

Student Data

Project Plan Business Cases prepared & approved 2010 New Team established Jan 2011 Go Live May 2011 Phase 1: Student Load Modelling Jun 2011 Phase 2: Revenue Allocations Jun 2012

Main Business Requirements 1. Combine Load Forecasting & Revenue Allocation

Process 2. One model for all three revenue streams 3. Budgeting, forecasting and actual allocation and

reporting 4. Multiple versions 5. Real time reporting of information 6. Modelling duration 6 years (current year plus future 5

years) 7. Load by Course 8. Transparent continuing load projections

Other Business Requirements

Load by Study Period Visibility to change assumptions Predict placements Manage Quotas Sandpit functionality Calculate Offers Set fees Customise Views Workflow & lockdown Export data to Finance One

Version Comparison Multiple Scenario Revenue Stream Comparisons Price & Volume Analysis Summary of changes Program and course attributes Linking historical data to forecasts Analysis, Analysis, Analysis

Load Modelling Reporting

Why TM1? Conducted a proof-of-concept Process multiple scenarios concurrently Improved performance in managing large volumes of

data Improved reporting with Cognos BI including direct

access to live data in real time

Benefits Realised Reduced multiple handling of data Reduced processing time-frames 4 weeks to overnight Users interact with one model & consistent processes Less time spent consolidating data & more time spent

analysing data One-stop-shop for all load & revenue information Detailed information for all programs & courses

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User Interface

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Reporting

Availability of information Gross Program EFTSL & Revenue Data available immediately Teaching EFTSL & Revenue Data calculated overnight & available the following day