Higher E d Analytics TM

1. HigherEd AnalyticsTM for PeopleSoftBusiness Intelligence for Higher Education Product Update and Future Direction Mark Max mmax@istrategyconsulting.com All Rights ReservedÓ 2005

2. Agenda • Introduction • Product Update • Support • Future Direction • Q&A All Rights ReservedÓ 2005

3. iStrategy Solution Features • Intuitive “Self service” access to reliable information (single version of the truth) • Single solution for a wide range of institutional users including casual and power users • Rich library of higher education performance metrics • Powerful analytic capability to support decision making and management information needs • Personalized Dashboard for executive and management users and, • “Out-of-the-box integration to leading ERP vendors • An open technology platform that is easily extensible • Rapid deployment capability All Rights ReservedÓ 2005

4. Library of Metrics Student Term Student Count Enrolled Student Count New Enrollee Count Num Student Withdrawals Prior Year Student Count % Change in Enrollment PY Change in Student Count PY Avg Credit Hours Avg GPA Cumulative Avg GPA Term Avg Student GPA Change Prior Term Cumulative GPA Credit Hours Cum Credit Hours Term GPA Cum GPA Term Grade Points Cum Grade Points Term Cohort Retention % Second Year Retention % Third Year Retention % Registration Student Count Registered Class Count Enrolled Class Count Drop Count Dropped % Avg Class Grade Avg Classes Per Student Avg Credits Per Class Avg Credits Per Student Avg Enrollment Per Course Avg Enrollment Per Section Credits Taken Credits Earned Class Utilization Num Courses Offered Num Sections Offered Avg Section Capacity Avg Course Capacity Avg Sections Per Course Course Utilization % Section Utilization % Faculty Count Student to Faculty Ratio Admissions Applicant Count Pending Count Admitted Count Matriculated Count Enrolled Count % Admitted % Admitted Enrolled % Applicants Enrolled Avg SAT Math Score Avg SAT Total Score Avg SAT Verbal Score Faculty Term Average Years of Service Faculty Count New Faculty Count Years Employed Graduates Number of Degrees AwardedGraduation Rates Average Credit Hours Average GPA Average Years to Graduate All Rights ReservedÓ 2005

5. Pre-built Edits and Transformations HigherEd Analytics Solution Overview Completed Installation in 1–2 Days! Information Access • Restructured for reporting efficiency • Substantial Derived information • Dimensional Data Model • 100+ Measures • 70+ Dimensional Attributes HigherEd Analytics Dashboard (web) HigherEd Analytics Data Warehouse ProClarity (Web, Rich, Excel) MS Excel/ MS Access Open Relational Reporting Tools (e.g., Crystal, Bus. Objects, Cognos, Brio) ETL Automated Source Data Extraction DW Staging Database All Rights ReservedÓ 2005

6. Company and Product Update • Company Changes • Renamed to iStrategy, LLC • Two divisions: iStrategy Consulting (BI Services) and iStrategy Solutions (HigherEd Product), each with separate sales and branding • New Web Site for iStrategy Solutions (www.istrategysolutions.com) • Hired Dan Vanedam in August 2005 as VP of Sales and Marketing to launch national sales effort, and Rose McGovern (Sales Rep based in Texas) • Joined HEUG On-line as Gold Sponsor • Three new implementations during summer/fall 2005: Towson, Salisbury, Univ of Baltimore • Substantial product refinement during this period • May 2005 - Version 2.0 • Current – Version 2.3 • Also nearing completing with Vermont State Colleges (5 schools) on a Datatel version All Rights ReservedÓ 2005

7. Version 2.3 – Key Highlights since May 2005 (2.0) • Design • Refinement to program/plan stack navigation regarding joins for major fact tables (e.g., Student_Car_Nbr, Seq_Nbr) • Architecture changes to integrate custom logic for customer specific business rules (e.g., Degree Seeking Indicator, customer specific dimensions) • Content • Added Student Plan subject area – Plan/SubPlan counts by Term • Student Financials – item aging enhancements • New Dimensions: Residency, Visa Type, Location, Academic Group, County, Repeat Code, Zip Code • New Measures (various subject areas) • Various refinements in mappings (particularly credit hours) • Enhanced Administrative Reporting • Refinements to DW Load Status Report (control logs) • Census Freeze Cycle Log Report All Rights ReservedÓ 2005

8. Product Update - Admissions • Fact Table Join - refined stack navigation • Modified Application Status Dimension – added Program Status as top level and included all Program Actions • Added Test Scores: SAT Essay, GMAT, GRE, LSAT, other • Added Admit Type rollup level (e.g., Freshman, Transfer) • Changed Enrolled Indicator – now based on (PS_STNDT_CAR_TERM.UNT_TAKEN_PRGRSS + PS_STNDT_CAR_TERM.UNT_AUDIT) > 0 (consistent with changes in Student Term) All Rights ReservedÓ 2005

9. Product Update – Student Term • Fact Table Join - refined stack navigation • modify to select on all 7 keys in stack and select lowest Plan SeqNbr from active Career Numbers • Revised Credit Hour Mapping • Credit Hours Attempted Term = PS_STNDT_CAR_TERM.UNT_TAKEN_PRGRSS + PS_STNDT_CAR_TERM.UNT_AUDIT • Credit Hours Earned Term = • PS_STNDT_CAR_TERM.UNT_PASSED_GPA + PS_STNDT_CAR_ TERM.UNT_PASSED_NOGPA • Credit Hours Cum = • PS_STNDT_CAR_ TERM.TOT_PASSED_GPA + PS_STNDT_CAR_ TERM.TOT_PASSED_NOGPA • Financial Aid Indicator – modified to perform lookup based on Student Financials info • Additional Measures: AP Credits All Rights ReservedÓ 2005

10. Product Update - Other • Registration • Added Dimensions: Location, Repeat Code • Graduation • Renamed Graduate Count to Degree Count; added new measure Graduate Count – distinct count of Graduates • Student Financials - added Dimensions: • Aging Band (30 day aging groups) • Open AR Indicator All Rights ReservedÓ 2005

11. Support • Upgrades to new versions of HigherEd Analytics • Enhancements in iStrategy Support Infrastructure • Interest in Web Site Knowledge Base / FAQ Repository ? • Shared Report Repository ? • Other? • Upgrade to 8.9 – schedule? All Rights ReservedÓ 2005

12. Future Product Direction • New Student Subject Areas: • Contributor Relations (12/15/05) • Financial Aid (Q1 2006) • New Products: • Financials – first module will be GL (Actual vs. Budget) …working with Salisbury on prototype (12/1/2005) • Human Resources (Q1 2006) • New Product Pricing • New Products will be sold separately or bundled • Existing USM customers will be offered new products at incremental bundled pricing (TBD) All Rights ReservedÓ 2005

13. Future Direction (continued)SQL Server 2005 Platform • SQL Server 2005 - Significant enhancements for BI • Existing Restrictions in Analysis Services • Single fact table per cube • Distinct counts (virtual cubes) • Dimensions and Fact tables from same data source • New Unified Data Model (UDM) redefines BI architecture • So what are the Benefits: • Enables combining physically separate data (Admissions Measures and Student Term Measures) in a “view” • Convergence of OLAP and relational reporting (i.e., one row with Student Name, Address, Zip) • Clustering of available information in dimension panel for ad hoc analysis and report development • Other Improvements: • Improvements in Data Transformation Services (DTS) • Proactive caching (potential for near real time analytics) • More Scaleable Security Model • Automation of Cube Modifications (DDL scripts) - enables upgrade patches All Rights ReservedÓ 2005

14. Future Direction (continued)SQL Server 2005 Platform • Migration Timing • Targeted for 1st half of Q1 2005 • No additional cost…including in Annual Support • iStrategy will encourage all customers to migrate as quickly as possible to take advantage of: • Automation of upgrades, and • Leverage enhanced reporting capabilities through UDM/ProClarity All Rights ReservedÓ 2005

15. Q&A / Open Discussion • Interest in Quarterly User Group Meeting? All Rights ReservedÓ 2005