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Information for Everyone ™ Leveraging ERP Data for Quality, Planning and Management

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.

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Information for Everyone ™ Leveraging ERP Data for Quality, Planning and Management

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  1. 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

  2. Journey to a Culture of Evidence Datatel Confidential

  3. 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

  4. 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

  5. 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

  6. Colleague® ETL Colleague®Views ETL ETL DataOrchestrator ODS™ and Data Marts Other TransactionSystem Data Data Warehouse What Is Your Primary Data Source? Datatel Confidential

  7. What Are The Tools & Infrastructure? Datatel Colleague Reports Datatel Reporting Applications Datatel QueryBuilder Aquire OrgPublisher Microsoft FRx Reporter ASG Safari Reports ASG Safari OLAP Business Objects Business Objects Business Objects Business ObjectsCrystal Reports Web Intelligence Dashboard Builder Performance Management iStrategy HigherEd Analytics – Data Warehousing Microsoft Desktop Tools(Excel, Access, etc.) SAS Enterprise Miner Increasing Value Datatel Confidential

  8. Using the Data Warehouseto Drive Effective Decision-Making Aligned with Institutional Strategy at UW-Stout Wendy S. Knutson UW-Stout

  9. About UW-Stout • Public University • Wisconsin’s Polytechnic University • Baldrige Award Recipient • Supporting a progressive, learning-centered, quality-based educational environment focused on continuous improvement • Digital campus

  10. 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)

  11. 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

  12. 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”

  13. 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

  14. Delivering Useful Information • Need for data to be relevant to the audience • Different presentation formats • Different presentation venues

  15. 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

  16. Architecture Laptop Assessment IR Surveys EO/AA Informatica (ETL tool) IAA Registry PS Financials eDB UW-Stout Data Warehouse CDR,Admissions, Student,Financial, HR, IR, Laptop (Oracle 9i) Datatel (Unidata) Hyperion (Brio) (Query Tool)

  17. Conclusions • 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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