Make Data-Driven Decisions Faster with Informer

1. Make Data-Driven Decisions Faster with Informer Presented by: Jennifer Northington, Entrinsik

2. Entrinsik InformerIt’s Your Data…We Help You Use It!

3. Introduction: Why Informer? • Web-based real-time reporting and analysis solution • Used by over 300 colleges & universities • Single-source reporting repository for your multi-value or SQL-based databases • Allows non-IT users to quickly create and maintain their own reports • Uncover insights in real time as information changes to make critical business decisions • Quick and easy implementation

4. Benefits: An Understanding of Informer… • Access multiple databases • Fast, direct access to your data • Single point of access • Link across database boundaries • Native DB connection and query commands • Export/Import feature: ability to share report definitions and dashboards with other institutions with same ERP system

5. Fast Direct Access to Data Other Databases Informer Student ERP Reports

6. Data Warehouse Informer Additional staff Separate Database Additional Hardware CoHEsion Summit

7. Web Based • All modern browser supporting at least HTML 4.0 • and CSS2 (Internet Explorer must be version 8 or • higher for dashboards) • Modern Web 2.0 interface • Drag and drop • Intelligent auto-complete • Dynamic grouping & sorting

8. Scheduling and Archiving • Recurrence: Immediately, once, daily, weekly, monthly, quarterly, annually, or custom • Delivery options: Email, archive, export to a network location • Scheduled alerts • Applied security settings

9. Exporting options • CSV • PDF (with template designer) • Live Excel (direct link to a report) • XML • Webpage (HTML) • Customize, Tab delimited (.txt) • Fixed length

10. Dashboards! Adds instant analysis & visualizations to your reporting solution Uses any data source -Built-in providers: Informer report and Archives, Excel, Spreadsheets, Google docs, -Custom: plug-ins Monitor & interact with KPI’s and metrics • . CoHEsion Summit

11. Ways Customers Use Informer • “The feature we are most excited about is the API, the tool giving us the ability to integrate Informer with our LMS through LTI. When running a report, the user (person logged in) only has to click on the report they want to launch. The LMS then passes the relevant criteria; user, course, etc., to a web application that then uses the Informer API to generate the report. The data from the report is used to create charts or other visual representations that are then presented to the user within the LMS, without having to enter any criteria or exit the LMS.” • “Admissions has begun to leverage dashboards quite heavily and offers all users - from Admissions Counselors up to the Director - a quick bird's eye view of data and how each staff member is progressing toward goals in their target territories. The range of reports is staggering but illustrates how it enables Hampshire to continue improving operations: 1. Enrollment reports in admissions keep the college administration up to date on targets, goals and opportunities 2. Our registrar can track students who may be missing course requirements needed for their academic program.” • “We use informer for many system integrations across campus. The ETL informer provides allows us to pull and push files where they are needed and exactly how they are needed. We are using it to populate our web employee directory, we use it to push information for NCAA reporting, we use it to help integrate with our assessment system, we use it with our room scheduling software, we use it to populate our Library system, we use it to monitor our transcript requests system, we use it to populate our student notification system, we use it with our learning management software, we use it with our campus portal, we use it to populate custom objects in SalesForce.” • “The implementation of Informer Dashboards has improved efficiencies throughout the college by taking key statistics and reports that are frequently requested and making them readily available to users on demand. In Financial Aid, dashboards displaying statistics regarding total awards, award amounts and award types are available to managers for strategic planning and reporting. By scheduling these to refresh nightly, statistics regarding student data is available even during peak registration/ heavy system usage times which may have delayed this information in the past. Separate dashboards have also been created to track Veteran specific financial aid. The implementation of the public dashboard in Human Resources has virtually eliminated report requests for standard workforce demographics such as number of full-time and part-time employees, number of faculty, and number of full-time employees by campus. The secure HR Compensation Dashboard allows HR Management to produce on-demand statistics regarding employee compensation by gender, ethnicity, years of service and employment classification.”

12. Ways Customers Use Informer: Cont. • End users required IT to do the work for them, this took hours away from work that IT could be doing including creating system customization for the betterment of the institution. The creation of Dashboards and Archiving of data sets is a vast improvement over what we had done in the past. Reports were mainly handled through customization of delivered reports and Query Builder in Colleague. These were distributed as one off reports or through mnemonics and often times they needed to be modified by someone in IT. Sometimes this could take an hour and sometimes several weeks until the reports were finished. The ability to let end users create reports that link multiple tables (files) without the need to create computed columns to pull data in has saved us hundreds of hours of work on an annual basis. The ability to create File Suites and then the report only once with the ability to choose different file suite years has also saved us hundreds of hours. Cost savings, which I am unable to determine exactly, but are in the tens of thousands of dollars as the reports are so much easier to create and maintain and many people do not print them any longer as the data is available at their finger tips. We have over 3000 reports and had nearly 100 dashboards created and in use. The reports are used by nearly all offices on campus from Student Affairs to the Business Office. I have built dashboards for Course Utilization to determine when we need to add additional Gen Ed Course, evaluate Financial aid categories and acceptance and for admission funnels. We also built out dashboards for the business office to compare month to month account balances by FY as well as numerous other projects. One of the newest uses was to determine students that have multiple active programs and then review the billing so that we charged them appropriately, in some instances it indicated an overcharge to the student but it also pointed out several that were being under-billed and we were then able to recoup that lost revenue. CoHEsion Summit

13. Informer Demo CoHEsion Summit

14. Q&A

15. Thanks! • Entrinsik Inc. • jnorthington@entrinsik.com • (919) 848-4828 opt. 3 • www.entrinsik.com