information for everyone ™ leveraging erp data for quality, planning and management presented by:...

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Information for EveryoneLeveraging ERP Data for Quality, Planning and Management Presented By: John Van Weeren Wendy Knutson Product Manager, Technology Associate Institutional Planner AIR Forum – June 5, 2007

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Information for Everyone™

Leveraging ERP Data for Quality, Planning and Management

Presented By:John Van Weeren Wendy Knutson

Product Manager, Technology Associate Institutional Planner

AIR Forum – June 5, 2007

Journey to a Culture of Evidence

Datatel Confidential

Operational Effectiveness

Admissions Office

“In preparation for my 9:00 a.m. meeting, I need an up-to-the-minute count of prospects who have been accepted at our institution for the fall 2008 starting class.”

Datatel Confidential

Process Effectiveness

Admissions Office

“As the new VP of Enrollment Management, I need to measure our progress this year against previous years.

I also need a count of Admit students 30 days after posting our acceptance letters for 2007, 2006, and 2005.”

Datatel Confidential

Institutional Effectiveness

Admissions Office

“Based on our history, where should the student characteristics be at this point in time to ensure that we are on target to meet our shaping goals.”

Datatel Confidential

What Is Your Primary Data Source?

DataOrchestrator ODS™ and Data Marts

Colleague® Views

Other TransactionSystem Data

Colleague®

Data Warehouse

Datatel Confidential

What Are The Tools & Infrastructure?Operational

EffectivenessProcess

EffectivenessInstitutional

Effectiveness

Datatel Colleague Reports Datatel Reporting Applications

Datatel QueryBuilder

Aquire OrgPublisher

Microsoft FRx Reporter

ASG Safari Reports ASG Safari OLAP

iStrategy HigherEd Analytics – Data Warehousing

Microsoft Desktop Tools(Excel, Access, etc.)

SAS Enterprise Miner

Business Objects Business Objects Business Objects Business ObjectsCrystal Reports Web Intelligence Dashboard Builder Performance Management

Increasing ValueDatatel Confidential

Using the Data Warehouseto Drive Effective Decision-Making Aligned with Institutional Strategy at UW-Stout

Using the Data Warehouseto Drive Effective Decision-Making Aligned with Institutional Strategy at UW-Stout

Wendy S. KnutsonUW-Stout

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About UW-StoutAbout UW-Stout

Public UniversityWisconsin’s Polytechnic UniversityBaldrige Award RecipientSupporting a progressive, learning-centered, quality-based educational environment focused on continuous improvementDigital campus

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UW-Stout’s Data WarehouseUW-Stout’s Data Warehouse

Locally: Data WarehouseData comes in from a variety of sources• Student side data from Datatel

Remote: CDR (Central Data Repository) contains files with standard state-wide submission (Datatel)

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Datatel at UW-StoutDatatel at UW-Stout

ERP tool that allows UW-Stout to run all campus officesDatatel Colleague (student side)

Integrated student information system• Admission • Enrollment• Student billing• Financial Aid• Residence Life• Compilation of all student records

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Alignment with Strategic Planning at UW-StoutAlignment with Strategic Planning at UW-Stout

University PrioritiesAcademic Transformation• Use of Datatel and Data Warehouse

to implement this

Evaluation of Priorities using Performance Indicators• Use of Datatel and Data Warehouse

to “Drill down”

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Real-life ApplicationsReal-life Applications

How did we affect decision-making at UW-Stout with the use of data?

Examples:Retention Study I (2004)Retention Study II (2007)DWF Data• Academic Transformation

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Delivering Useful InformationDelivering Useful Information

Need for data to be relevant to the audienceDifferent presentation formatsDifferent presentation venues

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Review of Systems to Ensure Data QualityReview of Systems to Ensure Data Quality

CDR dataData custodians responsible for accuracyData custodians limit access to data

Permissions needed to access data

Increased access to data via Datatel remote accessUsing Colleague to control how data enters the system

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Architecture

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Datatel

(Unidata)

UW-StoutData WarehouseCDR,Admissions,Student,Financial,

HR, IR, Laptop (Oracle 9i)

Informatica

(ETL tool)

Laptop Assessment

Hyperion(Brio)

(Query Tool)

IAARegistry

PS Financials

eDB

IR

Surveys EO/AA

ConclusionsConclusions

Access to data creates increased application of data use for decision-making. Access to data by a variety of users helps ensure not only the utility of the data but also the accuracy.Use of data for reporting and decision-making can be made as simple or as complex as the audience requires. http://www.uwstout.edu/bpa/ir

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