Using Informer For Management Decisions Vicki Ciucio University of South Florida 10/11/2010

Objectives  Presentation Format  Management & Coordinators (Tell/Show)  Registration & Maintenance (Tell/Show)  Questions and Answers

Time Sequence

CE Combat Report  Run Weekly – Scheduled Report  Two week projection (Friday morning actions)  Decisions  Rush marketing via s or phone calls  Run or cancel sessions/Director exception  Add additional session based on waitlist number

Combat Report

Aging Report  Run Bi-Monthly  Scheduled to  Balance against financial system reports  Past due accounts  Immediate actions  Planned actions

Aging Report

Method of Registration Report  Run Quarterly and Annually  Pivot table and graphs via Excel  Decisions  Used to partially allocate costs  Operational/resource changes  Determine obsolete methods

Method of Registration Report

Highest Cost

Cancelled by Reason Report  Run Quarterly and Annually  Decisions:  Obsolete courses  Scheduling frequency  Problem cases/recurrences (instructor availability)  Documented emergency impacts (Hurricane/H1N1)

Cancelled by Reason Report

Sessions Ran Minimum/Maximum Report  Run Quarterly and Annually  Decisions:  Pattern of enrollments (min/max)  Market demand –  Adjustments to minimums  Adjustments to price  Alternative marketing  Contracts  Open Enrollment

Sessions Ran Minimum/Maximum Report

Revenue by Product (Areas/Courses) Report  Run Quarterly and Annually  Decisions:  Input to allocate CE overhead  Pricing and frequency adjustments  Personnel actions (performance)

Revenue by Product (Areas/Courses) Report

Time Sequence

Sessions without Rolls Report  Run Weekly  Ensures course cycle completed  Ensures database integrity

Sessions without Rolls Report

Method of Registration Cleanup Report  Run Monthly  Ensures database integrity  Ensures complete data for Annual/Qtr Reports  Ensures accurate data for management decisions

Method of Registration Cleanup Report

Ad Hoc Reports – Uses  Database maintenance  Special Group Needs –  SACS information  Military participants  Workforce Board participants

Ad Hoc Reports

Informer Reports - Other Uses  Decreased handholding via external client access  Routine/Scheduled reports delivered via  Keeps number of database “seats” low  Instructor access to information

Questions and Answers