Using Informer For Management Decisions
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Transcript of Using Informer For Management Decisions
Objectives
Presentation Format Management & Coordinators (Tell/Show) Registration & Maintenance (Tell/Show)
Questions and Answers
CE Combat Report Run Weekly – Scheduled Report
Two week projection (Friday morning actions) Decisions
Rush marketing via emails or phone calls Run or cancel sessions/Director exception Add additional session based on waitlist number
Aging Report Run Bi-Monthly
Scheduled to email Balance against financial system reports
Past due accounts Immediate actions Planned actions
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
Cancelled by Reason Report Run Quarterly and Annually Decisions:
Obsolete courses Scheduling frequency Problem cases/recurrences (instructor availability) Documented emergency impacts (Hurricane/H1N1)
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
Revenue by Product (Areas/Courses) Report Run Quarterly and Annually Decisions:
Input to allocate CE overhead Pricing and frequency adjustments Personnel actions (performance)
Method of Registration Cleanup Report Run Monthly Ensures database integrity Ensures complete data for Annual/Qtr Reports Ensures accurate data for management decisions
Ad Hoc Reports – Uses Database maintenance Special Group Needs –
SACS information Military participants Workforce Board participants
Informer Reports - Other Uses Decreased handholding via external client access Routine/Scheduled reports delivered via email Keeps number of database “seats” low Instructor access to information