all rights reserved 2005 higher e d analytics tm higher e d analytics tm mark max...

All Rights Reserved 2005

HigherHigherEEd Analyticsd AnalyticsTM TM

Mark MaxMark [email protected]@istrategyconsulting.com

for PeopleSoftfor PeopleSoft

Business Intelligence for Higher EducationBusiness Intelligence for Higher Education

Product Update and Future DirectionProduct Update and Future Direction


AgendaAgenda

1. Introduction2. Product Update3. Support4. Future Direction5. Q&A


iStrategy Solution FeaturesiStrategy Solution Features

• Intuitive “Self service” access to reliable information (single version of the truth)

• Single solution for a wide range of institutional users including casual and power users

• Rich library of higher education performance metrics• Powerful analytic capability to support decision making

and management information needs• Personalized Dashboard for executive and management

usersand,

• “Out-of-the-box integration to leading ERP vendors• An open technology platform that is easily extensible• Rapid deployment capability


Library of MetricsLibrary of MetricsStudent TermStudent CountEnrolled Student CountNew Enrollee CountNum Student WithdrawalsPrior Year Student Count% Change in Enrollment PY Change in Student Count PY Avg Credit HoursAvg GPA CumulativeAvg GPA TermAvg Student GPA ChangePrior Term Cumulative GPA Credit Hours CumCredit Hours TermGPA CumGPA TermGrade Points CumGrade Points TermCohort Retention %Second Year Retention %Third Year Retention %

RegistrationStudent CountRegistered Class Count Enrolled Class CountDrop CountDropped %Avg Class GradeAvg Classes Per StudentAvg Credits Per ClassAvg Credits Per StudentAvg Enrollment Per CourseAvg Enrollment Per SectionCredits TakenCredits Earned

Class UtilizationNum Courses OfferedNum Sections OfferedAvg Section CapacityAvg Course CapacityAvg Sections Per CourseCourse Utilization %Section Utilization %Faculty CountStudent to Faculty Ratio

AdmissionsApplicant CountPending CountAdmitted CountMatriculated CountEnrolled Count% Admitted% Admitted Enrolled% Applicants EnrolledAvg SAT Math ScoreAvg SAT Total ScoreAvg SAT Verbal Score

Faculty TermAverage Years of ServiceFaculty CountNew Faculty CountYears Employed

GraduatesNumber of Degrees Awarded Graduation RatesAverage Credit HoursAverage GPAAverage Years to Graduate


DW StagingDatabase

AutomatedSource Data

Extraction

HigherHigherEdEd Analytics Solution Overview Analytics Solution Overview

HigherEd AnalyticsHigherEd Analytics

Data WarehouseData Warehouse

• Restructured for reporting efficiency

• Substantial Derived information

• Dimensional Data Model

• 100+ Measures• 70+ Dimensional

Attributes

HigherEd Analytics Dashboard (web)

HigherEd Analytics Dashboard (web)

ProClarity(Web, Rich, Excel)

ProClarity(Web, Rich, Excel)

MS Excel/MS Access

MS Excel/MS Access

Open RelationalReporting Tools

(e.g., Crystal, Bus. Objects, Cognos, Brio)

Open RelationalReporting Tools

(e.g., Crystal, Bus. Objects, Cognos, Brio)

Information Access

Pre-built Edits andTransformations

Completed Installation in 1–2 Days!Completed Installation in 1–2 Days!

ETL


Company and Product UpdateCompany and Product Update

• Company Changes– Renamed to iStrategy, LLC– Two divisions: iStrategy Consulting (BI Services) and

iStrategy Solutions (HigherEd Product), each with separate sales and branding

– New Web Site for iStrategy Solutions (www.istrategysolutions.com)

– Hired Dan Vanedam in August 2005 as VP of Sales and Marketing to launch national sales effort, and Rose McGovern (Sales Rep based in Texas)

– Joined HEUG On-line as Gold Sponsor• Three new implementations during summer/fall 2005:

Towson, Salisbury, Univ of Baltimore• Substantial product refinement during this period

– May 2005 - Version 2.0– Current – Version 2.3

• Also nearing completing with Vermont State Colleges (5 schools) on a Datatel version


Version 2.3 – Version 2.3 – Key Highlights since May 2005 (2.0)Key Highlights since May 2005 (2.0)• Design

– Refinement to program/plan stack navigation regarding joins for major fact tables (e.g., Student_Car_Nbr, Seq_Nbr)

– Architecture changes to integrate custom logic for customer specific business rules (e.g., Degree Seeking Indicator, customer specific dimensions)

• Content– Added Student Plan subject area – Plan/SubPlan counts by

Term– Student Financials – item aging enhancements– New Dimensions: Residency, Visa Type, Location, Academic

Group, County, Repeat Code, Zip Code– New Measures (various subject areas)– Various refinements in mappings (particularly credit hours)

• Enhanced Administrative Reporting– Refinements to DW Load Status Report (control logs)– Census Freeze Cycle Log Report


Product Update - AdmissionsProduct Update - Admissions

• Fact Table Join - refined stack navigation• Modified Application Status Dimension – added

Program Status as top level and included all Program Actions

• Added Test Scores: SAT Essay, GMAT, GRE, LSAT, other

• Added Admit Type rollup level (e.g., Freshman, Transfer)

• Changed Enrolled Indicator – now based on (PS_STNDT_CAR_TERM.UNT_TAKEN_PRGRSS +

PS_STNDT_CAR_TERM.UNT_AUDIT) > 0 (consistent with changes in Student Term)


Product Update – Student TermProduct Update – Student Term

• Fact Table Join - refined stack navigation– modify to select on all 7 keys in stack and select lowest Plan

SeqNbr from active Career Numbers• Revised Credit Hour Mapping

– Credit Hours Attempted Term = PS_STNDT_CAR_TERM.UNT_TAKEN_PRGRSS + PS_STNDT_CAR_TERM.UNT_AUDIT

– Credit Hours Earned Term =– PS_STNDT_CAR_TERM.UNT_PASSED_GPA + PS_STNDT_CAR_

TERM.UNT_PASSED_NOGPA– Credit Hours Cum =– PS_STNDT_CAR_ TERM.TOT_PASSED_GPA + PS_STNDT_CAR_

TERM.TOT_PASSED_NOGPA• Financial Aid Indicator – modified to perform lookup based

on Student Financials info• Additional Measures: AP Credits


Product Update - OtherProduct Update - Other

• Registration– Added Dimensions: Location, Repeat Code

• Graduation– Renamed Graduate Count to Degree Count; added

new measure Graduate Count – distinct count of Graduates

• Student Financials - added Dimensions:– Aging Band (30 day aging groups)– Open AR Indicator


SupportSupport

• Upgrades to new versions of HigherEd Analytics• Enhancements in iStrategy Support Infrastructure

– Interest in Web Site Knowledge Base / FAQ Repository ?– Shared Report Repository ?– Other?

• Upgrade to 8.9 – schedule?


Future Product DirectionFuture Product Direction

• New Student Subject Areas:– Contributor Relations (12/15/05)– Financial Aid (Q1 2006)

• New Products:– Financials – first module will be GL (Actual vs. Budget)

…working with Salisbury on prototype (12/1/2005)– Human Resources (Q1 2006)

• New Product Pricing– New Products will be sold separately or bundled– Existing USM customers will be offered new products

at incremental bundled pricing (TBD)


Future Direction (continued)Future Direction (continued)SQL Server 2005 Platform SQL Server 2005 Platform • SQL Server 2005 - Significant enhancements for BI• Existing Restrictions in Analysis Services

– Single fact table per cube– Distinct counts (virtual cubes)– Dimensions and Fact tables from same data source

• New Unified Data Model (UDM) redefines BI architecture• So what are the Benefits:

– Enables combining physically separate data (Admissions Measures and Student Term Measures) in a “view”

– Convergence of OLAP and relational reporting (i.e., one row with Student Name, Address, Zip)

– Clustering of available information in dimension panel for ad hoc analysis and report development

• Other Improvements:– Improvements in Data Transformation Services (DTS)– Proactive caching (potential for near real time analytics)– More Scaleable Security Model– Automation of Cube Modifications (DDL scripts) - enables

upgrade patches


Future Direction (continued)Future Direction (continued)SQL Server 2005 Platform SQL Server 2005 Platform

• Migration Timing– Targeted for 1st half of Q1 2005

• No additional cost…including in Annual Support• iStrategy will encourage all customers to migrate

as quickly as possible to take advantage of:– Automation of upgrades, and– Leverage enhanced reporting capabilities through

UDM/ProClarity


Q&A / Open DiscussionQ&A / Open Discussion

• Interest in Quarterly User Group Meeting?

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