Microsoft® Institutional Reporting and Business Intelligence Solution for Higher Education Dan MacFetridge Solution Sales Specialist Education Solutions Group Agenda • Hi Ed Business Intelligence Opportunities • Customer BI Issues • The Impact on Higher Education • Critical BI Partner Components • Business Intelligence Data Flow • Deploying with Partners • Success Factors & Next Steps • Additional Resources The BI Hi Ed Market Opportunity • • • • • Funding/ERP are top issues among institutions 94% of all Hi Ed Institutions do not have a DW 80% of US students are non-university attendees Annual Hi Ed ERP expenditures at $3 Billion ERP spend is increasing at 20% annually *Source: EDUCAUSE 2003 Survey Data Warehouse Relevancy • Few institutions have all of the major institutional data areas available • Most start with either student data, human resources, or finance data • Their goal is to evolve toward a comprehensive set of data elements and reports *Source: EDUCAUSE 2003 Survey Is this what you are hearing? “How do we make decisive improvement decisions when we can’t drill down into our data to uncover the cause-andeffect patterns that affect our institution?” “We have enormous amounts of data available to us, but by the time our department can access it we are in a reactive mode.” “Our users are demanding so much information that our systems are bogged down from a huge backlog of unanswered requests.” “How can I efficiently empower my staff to see day-to-day operations and align their efforts with the institution’s long-term strategy?” “Our users lack the tools to easily interpret and make decisions based on available data.” Hi Ed’s Economic Challenges • Increased accountability for the university’s use of public funds – Current economy has led to increasing enrollment and less funding • Increasing enrollment leads to complex curriculum planning – Efficient space and resource utilization is a critical success factor • Matching faculty to the needs of curriculum delivery – Overcoming academic culture of autonomy and decentralization • Accountability to the public for the contributions of faculty – Higher accountability due to collecting and analyzing data • Declining funds force tough resource allocation decisions – Administrative and academia are historically reluctant to change Hi Ed’s Infrastructure Challenges • Data Collection – Data is locked in different systems – Manual processes required to extract available data • Reporting – Administrators scramble to pull data from different sources – Work is tedious, time-consuming and driven by deadlines • Analysis – Lack of robust tools available for in-depth data analysis – Data analysis is basic and non-conclusive • Information Distribution – Information is manually updated to websites – Much of the information and results are not accessible • Institutional Approach Changes – Changes are not driven by scientific methods Adding Value to Solve the Problem • What products or services do you currently provide that can help overcome these challenges? • What specialized BI knowledge does your business have that can be leveraged in Hi Ed? • What are the key differentiators you utilize when selling to Hi Ed? • Does your technology roadmap complement upcoming Microsoft releases for Hi Ed? • Who do you generally sell to in HiEd? What if you could deliver… An improvement in their long term planning through timely, accurate report delivery? A reduction in their facilities expenditures through more accurate space planning? An improvement in their proactive decision making through access to higher quality, readily available data? More efficient use of their institutional funds through better analysis of projected expenditures and revenues? Business Intelligence for Higher Education: Microsoft Solution Components Data Collection Creating a Closed-Loop Process... Institutional Improvement Analysis and Reporting …To Improve Institutional Achievement Information Distribution Data Collection Capabilities Collect and consolidate data from different sources Data Collection Institutional Improvement Analysis and Reporting Information Distribution – – – – – – – – – – Student Information Colleges Human Resources Admissions Library Finance Purchasing Continuing Education Alumnus Information Technology Partner Value in Data Collection Simplify data collection to improve timing, accuracy and relevancy • Establish a central data source – Conflicting data is eliminated by entering once and automatically propagating to other applications • Interoperate with existing systems – Standards-based approach leverages current infrastructure and reduces support costs • Automate processes – Processes must be automated and facilitate the movement of information through workflow management Analysis and Reporting Capabilities Identify improvement areas, discover root causes and meet reporting requirements Data Collection Institutional Improvement Analysis and Reporting Information Distribution – – – – – – – Anything by Anything Individual and Subgroups Longitudinal Analysis Fixed Format Flexible Format Available Anytime Field Level Security Partner-led Analysis and Reporting Help identify improvement areas through data-driven analysis • Determine where improvements are needed Report by subgroups over time and across different measures and dimensions • Determine how to make improvements Perform rapid, sophisticated analysis on institutional data, resources, and outcomes • Data mining Discover previously unknown factors that may be affecting organizational performance • Closed-loop analysis Measure business impact and identify best practices for replication Information Distribution Capabilities Communicate across the institution, faculty, departments, students and community Data Collection Institutional Improvement Analysis and Reporting Information Distribution – Administrative access to organization-wide data systems – Faculty access to classroom details – Data integration via open standard tools – Security procedures implemented – Office Integration for analysis, charts, reports – Community & Alumnus Web access Add Value to Information Distribution Make it easy to share accurate information with appropriate users • Quick access to relevant information through web portals Integrated information presented through a definable and customizable interface • Collaboration and document management Web discussions and document sharing across project, student, faculty, and administrative levels • Information distribution Easy web publishing for generating reports, applications, information, and other institutional materials Improvement Capabilities Implement institutional changes based on timely data analysis Data Collection Institutional Improvement Analysis and Reporting Information Distribution – – – – – – Research based decisions Predictive analysis Automatic data collection Online collaboration Rapid information access Anytime anywhere security controls for all users – ‘What if’ scenario construction Collaborative Improvement Align your resources for improved results • Institutional scorecard Deliver data aggregation to monitor key institutional metrics for trend analysis and proactive decision making • Cause and effect relationships Provide drill down for data comparison to understand of cause and effect relationships • Closed-loop feedback Encourage continuous improvement by tracking ongoing performance results Microsoft Hi Ed Solution Platform • Provides capabilities for an “institutional scorecard” – Monitor key metrics – Apply trend analysis – Deliver proactive decision making • Allows drill down for data comparison – Improve understanding of cause-and-effect relationships • Establishes rich analysis capabilities supporting key decision making processes – Finance – Admissions – Enrollment – Accreditation – Curriculum – Facilities planning • Provides distribution and communication methods across institutional constituencies – – – – Administration and staff Faculty Students Public End-to-End Solution Elements Student Information Other Admin Systems Single Sign-in Notifications Web Portal XML XML APPLICATION INTEGRATION XML ERP Systems XML Central Data Repository Data Warehouse HR Systems Analysis Services Reports Business Intelligence Data Flow ELEMENTS OF THE PROCESS Source Systems Data Marts and Cubes Data Warehouse Clients SQL Server Data Warehouse 1 Design the Data Warehouse 2 •Query Tools •Reporting •Analysis •Data Mining 3 Populate Data Warehouse Create OLAP Cubes 4 Query Data Partners Build on Microsoft Solutions Where does your business integrate into the overall Solution? STUDENT INFO SYSTEMS HUMAN RESOURCES COLLECTION & STORAGE REPORTING & ANALYSIS CONTINUING EDUCATION COMMUNICATION & COLLABORATION Microsoft Business Intelligence for Higher Education Solutions IMPLEMENTATION AND SUPPORT Local Services VAR Service Provider National ISV SI Hardware Vendor Scalable Tools for Rapid Deployment MICROSOFT PRODUCTS ENABLING FEATURES SQL Server • Database management and analysis • Data warehousing solutions • Analysis Services (OLAP) • Closed loop analysis • Data Mining/Data Transformation Services (DTS) • Multipurpose network operating system • Full support of .NET for scalability • Application integration to improve access to data • Variety of adapters and tools for standard applications • Web portals • Information sharing across servers, databases, public folders Windows Server BizTalk Server SharePoint Portal Server Office System Data Analyzer • Accessible results and analysis • Different views to share and present data • Visualization and analysis with dynamic charts and graphs Solution Advantages • Easy Deployment – Familiar and highly productive tools and user interfaces • Closed-Loop Approach – Integrates data collection, reporting, analysis and communication systems • Comprehensive – Part of the Microsoft end-to-end framework for delivering education solutions • Open Standards-based – For reliable, accessible technology innovation • Interoperable – .NET Framework, XML, and IMS ensures interoperability • Economical – Low TCO including ease of use and ready integration with existing applications What you want to hear from customers… “With our institutional scorecard, I can now drill down into the data that is important to me to understand cause-and-effect factors that I couldn’t see before.” “We can now compare housing enrollment and classroom seat numbers to deliver more accurate planning and reduce facility expenditures.” “We’ve significantly reduced the costs associated with ad-hoc requests by enabling selfservice inquiries by our users.” “My staff can now identify data anomalies as they occur and determine on their own what information is relevant for real-time analysis.” “Our individual departments now have a consistent way to monitor, identify, and compare key metrics and help make more informed decisions.” Business Intelligence Go-To-Market: Direct Marketing Campaign • Direct marketing campaign to Higher Education – Direct Mail Drop: Feb. 27, 2004 – Target Audience: BDMs and TDMs (8k+) • CTA: Register via WebProfiler and be entered in sweepstakes to win: – MS Press book: Business Intelligence: Making Better Decisions Faster – SQL Server 2000 online training vouchers (retail value $199) – BI Evaluation Kit: includes SQL Server 2000 with Reporting Services Eval, Office Enterprise Eval, BI Within Reach Resource CD, and Custom Thank You Letter • Other customer resources available via WebProfiler: – Executive Circle on-demand webcast recorded Feb. 16, 2004 http://go.microsoft.com/fwlink/?LinkId=23002 – BI technical whitepaper Data-Driven Decision Making in Higher Education – Penn State video case study Business Intelligence Go-To-Market: Direct Mail Brochure Business Intelligence Go-To-Market: BI WebProfiler Business Intelligence Go-To-Market: Partner Engagement • Partner Revenue Opportunity: $50K-$1M+ • Partner Type: ISV, SI, Services, Resellers • Education-specific Partner resources available via www.microsoft.com/education/partner – Readiness and Sales Aids – To-customer presentations • Through Partner Marketing Materials: – – – – Direct Marketing Materials (via CCT) Sample Email/letters Web Profiler Examples Available March 15, 2004 via www.microsoft.com/education/partner • BI Training Resources: – Microsoft has developed an abundance of BI training resources for partners – Includes Microsoft Official Curriculum; Training Courses; Certifications; Deployment Kits; Hands-On Labs; MS Press Materials and more. – Skills matrix found at www.microsoft.com/partner/bi. Next Steps • Contact your local Partner Engagement Manager www.microsoft.com/education/partner for a regional map Engage in sales opportunities • Profile your company and solution in Partner Central https://microsoftuspartnernet.allegis.com Support – Email [email protected] Contact Partner Program Manager for any additional assistance Stacy McCannon ([email protected]) Additional Resources • Education Partner Web Site www.microsoft.com/education/partner • Microsoft in Education http://microsoft.com/education/ • Education eNewsletter http://www.microsoft.com/education/?ID=newsletters • MSDNAA www.msdnaa.net • HSC information [email protected] Thank You © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.