1. Copyright Dickinson College 2008. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

2. Delivering Appropriate Information & Business Intelligence to All Levels of the Organization Educause Enterprise 2008 Conference Steve Brandt Associate Director, Institutional Systems Bill Spolitback Associate Director, Institutional Systems Dickinson College

3. Overview: Dickinson & Institutional Transformation Divisional Transformation Institutional Systems & Departmental Transformation The 1College Project Reporting & The Progression Of Our Approach Over Time Questions

4. About Dickinson College: 4-year, private liberal arts college Students: 2,400 Faculty: 230 Employees: 524 full-time 89 part-time

5. Budget problems in the 1990s New Administration Focus on measurable outcomes Dickinson College Strategic Plan, FY 2001-2005 Institutional Transformation:

6. Divisional Transformation: Strategic Plan review in 2004: Budget balanced Selectivity increased National visibility enhanced IT services issues identified Decision to create the merged “Library and Information Services” LIS organization – April 2004. Decision to implement the new organizational structure over the Summer of 2004.

7. Institutional Systems Department Chartered to support technology solutions with “Institutional” scope and to provide primary interface to LIS for administrative computing. Dickinson Gateway – Our portal solution Banner – Our ERP solution Cognos – Our enterprise reporting solution Business analytical services Custom software development

8. Institutional Systems – Who we were… In the summer of 2004, Institutional Systems was: 1 DBA 2 Programmers 5 Business Analysts 1 Manager Loosely coupled around support for an aging ERP system.

9. The 1College Project In an effort to support the future operating needs of the College and to facilitate enhanced financial accountability the 1College project was launched in December 2004 to… Integrate our administrative technologies and processes Enhance decision making with better analytical tools and real- time self-service access to information …to be accomplished through… Conversion of our aging ERP to Sungard Banner Implementation of a Cognos enterprise reporting solution

10. The 1College Project – Key dates on the timeline February/March 2005-Banner and Cognos initial install on campus July 2005-Finance/Advancement go-live December 2005-Financial Aid and Registrar go-live January 2006-Human Resources and Payroll go-live

11. Institutional Systems - Today In response to the demands of the 1College Project, the department has grown into the following structure: Applications Support Team –2 DBAs –6 Business Analysts Decision Support Team –3 Decision Support Analysts Application Development Team –2 Application Developers –1 Portal Administrator

12. Library & Information Services Organizational Relationships

13. Institutional Systems Library & Information Services Development Finance HR Admissions Registrar Financial Aid Academic Affairs Institutional ResearchSenior Leadership Organizational Relationships User Services Academic Tech Library Services Infrastructure Sys.

14. Decision Support Application Support Web & Portal Development Institutional Systems User Services Academic Tech Library Services Library & Information Services Development Finance HR Admissions Registrar Financial Aid Academic Affairs Institutional ResearchSenior Leadership Organizational Relationships Infrastructure Sys.

15. Decision Support Application Support Web & Portal Development Institutional Systems Library & Information Services Development Finance HR Admissions Registrar Financial Aid Academic Affairs Institutional Research Power Users Group Senior Leadership Organizational Relationships User Services Academic Tech Library Services Infrastructure Sys.

16. Transactional Systems (Banner, Rplus, etc) Data Warehouse Custom Web Apps / Banner Self-Service / COTS Reporting & BI Tool (Cognos) Portal Technology Landscape

17. In the Beginning: we just met the gaps… The mountain to delivering tactical and strategic solutions loomed above.

18. Pre and Post Go-Live Operational Needs Finance: Basic Statements Development: Gift Receipts, Pledge Reminders, Prospect Profiles Financial Aid: Packaging To Do Lists Institutional Research: Financial Aid Discount Rate Information Academic Affairs / Registrar: Basic Course Registration Information

19. Progression of Offices

20. Beyond Transactions – Offering Value-Added Information Finance : Analysis Cubes, Budgets, Statement Summaries and Detail Development : Annual Giving Information, Report of Gifts, Prospect Analysis, Campaign Progress Financial Aid: Award Analysis, Scholarship Information Registrar: Registration Analysis, Grade Analysis, Time-Slot Analysis Academic Affairs: Course Evaluation Analysis Institutional Research: Enrollment Prediction Modeling, Retention Modeling, Guidebook Preparation Admissions: Timely Enrollment Information HR: Position Control Senior Leadership: Timely Financial Information Synergies Between Functional Areas: Financial Operations Reconciliation to Development

21. How To Reach All of Your Audiences Audiences Operational Managers / Directors Senior Leadership Presentation Options Reports (HTML, PDF, Excel) Multi-Dimensional Cubes Dashboards Portals ?

22. The Reporting Pyramid Information Need Transactional Tactical Strategic Delivery Method QueriesReportsCubesDashboards Drill Through Portal Reporting Breadth First 24 Months Second 12 Months 3 rd Year & Beyond

28. Reporting Activity Type Over Time High Low

29. Business Analyst Role Over Time High Low

30. Warehouse Data Growth Over Time High Low

31. Audience Demographics Over Time High Low

32. Questions / Open Discussion