Information for Everyone ™ Leveraging ERP Data for Quality, Planning and Management Presented By: John Van Weeren Wendy Knutson Product Manager, TechnologyAssociate Institutional Planner AIR Forum – June 5, 2007

Journey to a Culture of Evidence Datatel Confidential

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 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 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? DataOrchestrator ODS ™ and Data Marts Colleague ® Views Other Transaction System Data Colleague ® Data Warehouse Datatel Confidential

What Are The Tools & Infrastructure? Operational Effectiveness Process Effectiveness Institutional Effectiveness Datatel Colleague ReportsDatatel Reporting Applications Datatel QueryBuilder Aquire OrgPublisher Microsoft FRx Reporter ASG Safari ReportsASG Safari OLAP iStrategy HigherEd Analytics – Data Warehousing Microsoft Desktop Tools (Excel, Access, etc.) SAS Enterprise Miner Business ObjectsBusiness ObjectsBusiness ObjectsBusiness Objects Crystal ReportsWeb IntelligenceDashboard BuilderPerformance Management Increasing Value Datatel Confidential

Using the Data Warehouse to Drive Effective Decision- Making Aligned with Institutional Strategy at UW-Stout Wendy S. Knutson UW-Stout

9 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

10 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)

11 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

12 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”

13 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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20 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 28

Architecture 29 Datatel (Unidata) UW-Stout Data Warehouse CDR,Admissions, Student,Financial, HR, IR, Laptop (Oracle 9i) Informatica (ETL tool) Laptop Assessment Hyperion (Brio) (Query Tool) IAA Registry PS Financials eDB IR SurveysEO/AA

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. 30