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Transcript of Copyright Dickinson College 2008. This work is the intellectual property of the author. Permission...
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.
Delivering Appropriate Information & Business Intelligence to All Levels of the Organization
Educause Enterprise 2008 Conference
Steve BrandtAssociate Director, Institutional Systems
Bill SpolitbackAssociate Director, Institutional Systems
Dickinson College
Overview:
• Dickinson & Institutional Transformation
• Divisional Transformation
• Institutional Systems & Departmental Transformation
• The 1College Project
• Reporting & The Progression Of Our Approach Over Time
• Questions
About Dickinson College:
• 4-year, private liberal arts college
• Students: 2,400
• Faculty: 230
• Employees: 524 full-time
89 part-time
• Budget problems in the 1990s
• New Administration
• Focus on measurable outcomes
• Dickinson College Strategic Plan, FY 2001-2005
Institutional Transformation:
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.
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
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.
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
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
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
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.
Decision Support
Application SupportWeb & PortalDevelopment
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.
Decision Support
Application SupportWeb & PortalDevelopment
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.
Transactional Systems(Banner, Rplus, etc)
Data Warehouse
Custom Web Apps /Banner Self-Service /
COTS
Reporting & BI Tool(Cognos)
Portal
Technology Landscape
In the Beginning:
we just met the gaps…
The mountain to delivering tactical and strategic solutions loomed above.
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
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
How To Reach All of Your Audiences
Audiences
• Operational• Managers / Directors• Senior Leadership
Presentation Options
• Reports (HTML, PDF, Excel)• Multi-Dimensional Cubes• Dashboards• Portals
?
The Reporting Pyramid
Information Need
Transactional
Tactical
Strategic
Delivery Method
Queries Reports Cubes Dashboards
Dri
ll T
hrou
gh
Portal
Reporting Breadth
First 24 Months
Second 12 Months
3rd Year & Beyond