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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

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

operational effectiveness
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

process effectiveness
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
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®

ETL

Colleague®Views

ETL

ETL

DataOrchestrator ODS™ and Data Marts

Other TransactionSystem Data

Data Warehouse

What Is Your Primary Data Source?

Datatel Confidential

what are the tools infrastructure
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

slide8

Using the Data Warehouseto Drive Effective Decision-Making Aligned with Institutional Strategy at UW-Stout

Wendy S. Knutson

UW-Stout

about uw stout
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
uw stout s data warehouse
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)
datatel at uw stout
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
alignment with strategic planning at uw stout
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”
real life applications
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
delivering useful information
Delivering Useful Information
  • Need for data to be relevant to the audience
  • Different presentation formats
  • Different presentation venues
review of systems to ensure data quality
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
architecture
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)

conclusions
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