Information for Everyone™ Leveraging ERP Data for Quality, Planning and Management Presented By: John Van Weeren Product Manager, Technology AIR Forum – June 5, 2007 Wendy Knutson Associate Institutional Planner Journey to a Culture of Evidence Datatel Confidential Operational Effectiveness Admissions Office “In preparation for my 9:00 a.m. meeting, I need an upto-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? Colleague® Colleague® Views DataOrchestrator ODS™ and Data Marts Other Transaction System Data Datatel Confidential Data Warehouse What Are The Tools & Infrastructure? Operational Effectiveness Datatel Colleague Reports Process Effectiveness Institutional Effectiveness Datatel Reporting Applications Datatel QueryBuilder Aquire OrgPublisher Microsoft FRx Reporter ASG Safari Reports Business Objects Crystal Reports ASG Safari OLAP Business Objects Web Intelligence Business Objects Dashboard Builder Business Objects Performance Management iStrategy HigherEd Analytics – Data Warehousing Microsoft Desktop Tools (Excel, Access, etc.) SAS Enterprise Miner Increasing Value Datatel Confidential Using the Data Warehouse to Drive Effective DecisionMaking Aligned with Institutional Strategy at UW-Stout Wendy S. Knutson UW-Stout About UW-Stout Public University Wisconsin’s Polytechnic University Baldrige Award Recipient Supporting a progressive, learningcentered, quality-based educational environment focused on continuous improvement Digital campus 9 UW-Stout’s Data Warehouse Locally: Data Warehouse Data 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) 10 Datatel at UW-Stout ERP tool that allows UW-Stout to run all campus offices Datatel Colleague (student side) Integrated student information system •Admission •Enrollment •Student billing •Financial Aid •Residence Life •Compilation of all student records 11 Alignment with Strategic Planning at UW-Stout University Priorities Academic 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” 12 Real-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 13 14 15 16 17 18 19 Delivering Useful Information Need for data to be relevant to the audience Different presentation formats Different presentation venues 20 21 22 23 24 25 26 27 Review of Systems to Ensure Data Quality CDR data Data custodians responsible for accuracy Data custodians limit access to data Permissions needed to access data Increased access to data via Datatel remote access Using Colleague to control how data enters the system 28 Architecture Laptop Assessment IR Informatica Surveys EO/AA (ETL tool) IAA PS Registry Financials eDB Datatel (Unidata) UW-Stout Data Warehouse CDR,Admissions, Student,Financial, HR, IR, Laptop (Oracle 9i) Hyperion (Brio) (Query Tool) 29 Conclusions Access to data creates increased application of data use for decisionmaking. 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 decisionmaking can be made as simple or as complex as the audience requires. http://www.uwstout.edu/bpa/ir 30