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

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

• Presented ByJohn Van Weeren Wendy
  Knutson
• Product Manager, Technology Associate
  Institutional Planner

AIR Forum June 5, 2007
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Journey to a Culture of Evidence
Datatel Confidential
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Operational Effectiveness

• Admissions OfficeIn preparation for my 900
  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
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Process Effectiveness

• Admissions OfficeAs 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
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Institutional Effectiveness

• Admissions OfficeBased 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
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What Is Your Primary Data Source?
Datatel Confidential
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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
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Using the Data Warehouseto Drive Effective
Decision-Making Aligned with Institutional
Strategy at UW-Stout

• Wendy S. Knutson
• UW-Stout

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About UW-Stout

• Public University
• Wisconsins Polytechnic University
• Baldrige Award Recipient
• Supporting a progressive, learning-centered,
  quality-based educational environment focused on
  continuous improvement
• Digital campus

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UW-Stouts 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)

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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

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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

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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

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Delivering Useful Information

• Need for data to be relevant to the audience
• Different presentation formats
• Different presentation venues

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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

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