ellucian ethos platform ethos... · ellucian ethos platform ... • data management and governance...

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1© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Ellucian Ethos Platform

Michael Kennedy- Principal Solutions ConsultantEllucianOctober 2017


Agenda

1 Why Ethos?

2 Unlock, Analyze, Act

3 Getting Started with Ethos

4 Q&A

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Growing Campus Ecosystem


Library Bookstore

SIS

Continuing Education

LMS

CRM

Brittle connections

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The Contentapproach


Institution Mindset in 2017: Four IT-related Factors Contribute to Institutional Success

*Source: http://er.educause.edu/articles/2017/1/top-10-it-issues-2017-foundations-for-student-success2017 Top 10 IT Issues. Information Security: Developing a holistic, agile approach to reduce institutional exposure to information security threats

Student Success

Institutional Growth

ConstituentExperience

Operational Efficiencies

Overarching themes* Key Focus Areas* Example IT Initiatives

• Student success & completion

• Digital transformation of learning

• Strategic leadership • Retention of key faculty• Higher education affordability• Sustainable funding

• Data-informed decision making• Data management and

governance• Data accessibility

• Information security• Sustainable staffing • Next-generation enterprise

IT

• Data and predictive analytics• Seamless, mobile-first

student experience

• Reinforcing the role of IT as a strategic pillar of the modern campus

• Developing IT funding models for core services

• Improving data standards, governance and frameworks

• More holistic data management across platforms

• Mobile-first strategies• Capitalizing on enterprise

technology efficiencies and agility• Ensuring staff retention with

limited budgets

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Foundation(Core/General)

Human Resources

Student

Recruitment

Advancement

Financial Aid

Finance

Embracing the entire campus


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Data Access

Ethos Integration

Ethos Identity

UNLOCK, ANALYZE, ACT

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Ellucian Ethos Data Model

Cash Receipts

Attendance

FA Awards

UCAS

Budget Officer

Sections

FA Budget

Budgets

Refunds

OCAS

Recruitment Funnel Persons

Advancement Campaigns

Recruitment Territories Vendors Chart of

Accounts

Faculty Workload

Courses

Faculty

Invoices

Donor Contributions

GL Transactions

Communications

Encumbrances Prospective Students

Academic History

Grants

Banks

Hiring

Academic Periods

Payroll

Pay Rates

Positions

Recruiters Purchase Orders Taxes Athletics

Requisitions Functional Areas

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Cash Receipts

Attendance

FA Awards

UCAS

Budget Officer

Sections

FA Budget

Budgets

Refunds

OCAS

Recruitment Funnel Persons

Advancement Campaigns

Recruitment Territories Vendors Chart of

Accounts

Faculty Workload

Courses

Faculty

Invoices

Donor Contributions

GL Transactions

Communications

Encumbrances Prospective Students

Academic History

Grants

Banks

Hiring

Academic Periods

Payroll

Pay Rates

Positions

Recruiters Purchase Orders Taxes Athletics

Requisitions Functional Areas

Persons


Contact

NamesBio

Persons

Majors and Minors

Credentials

AcademicLevel

Academic Programs

Comprehensive, Rationalized View of the Data

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Persons

Academic Programs

Section Registrations

Financial Aid Awards

Financial Aid Need Summary

Employees

General Ledger Transactions

Ellucian Ethos Data Model - Examples


Unified VocabularyApplication and platform-agnostic

Open StandardsBuilt on JSON and RESTConsistent implementation across solutions

ReusableNo more point-to-point integrations

Single Source of TruthUnified view of the student

The Ellucian Ethos Data Model

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LibraryBanner/

Colleague

Continuing Education

Data Access (Lake)

Workflow

Ellucian Ethos Integration

Travel and Expense


Ellucian Ethos Platform Partner Adoption

Educate Plan Develop

Complete

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analyzea wider view

higher education focus

near real-time data

role driven

go where you are

fast to implement

content first

personalize vs. modify


Responsibilities

• Chief Executive and Administrative Officer for the institution

• Partners with the Board of Trustees to oversee and ensure institutional strategy, governance, and success

• Serves as key visionary, major fund raiser, ceremonial leader, and promoter of the institution

PresidentQuestions

• What is our overall count of prospective students this year compared to the last three years?

• Are there a sufficient number of prospects at this point in the recruit cycle to meet goals?

• What is the breakdown of instructional methods and overall performance?

• What is our progress to goal at this point in the recruit cycle?

• What is the trend of performance for courses with a lecture and lab as compared to lecture-only?

Funnel YTD Forecasting

Enables you to test various goal scenarios before setting your actual goals by entering goal variables on the fly and evaluating the effect on your long term goals.

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Questions

Questions

• What are my 5 highest categories of expense by organization or fund for the past 3 fiscal periods?

• Are facilities being used effectively?• How many applicants are confirmed?• What is our overall count of applicants

this year compared with the last three years?

• Are there a sufficient number of prospects at this point in the recruit cycle to meet goals?

Responsibilities

Responsibilities

• Strategic planning, administrative operations, financial reporting/ analysis

• Develop a financial strategy, metrics tied to strategy, and ongoing development/monitoring of control systems for accurate financial data

• Ensure accuracy and integrity of all student data ensuring federal compliance

VP Finance (CFO)

Questions

Questions

• What are my 5 highest categories of expense by organization or fund for the past 3 fiscal periods?

• What was my expense remaining budget for the prior fiscal year and fiscal period based upon the original and adjusted expense budget compared to actual expenses only?

• Which buildings and rooms are being used to their maximize potential?

Instructional Facility Availability

Identifies open instructional space based by day and time.


VP EnrollmentResponsibilities

• Provide leadership for the areas of undergraduate and graduate enrollment and financial aid

• Participate in the development of the University’s strategic plans

• Lead a seasoned team of admissions and financial aid professionals

Questions

• Do we have a good distribution of course sections across days and times?

• Is their a significant difference in grade distribution of students from different states?

• For each of my instructors, what is the overall grade distribution by academic term?

• What are the outcome trends, by instructional method?

Course Section Trends

Provides a high level few of course section registration trends and outcomes that can be filtered by multiple course attributes.

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Responsibilities

• Solicit and obtain donations and grants

• Identify donor prospects

• Communication with donors / prospects

• Maintain database of donor / prospect information

VP Advancement Questions

• What is the current status of annual giving compared to our designation level goal?

• What are the trends in the demographic, biographic, and geographic characteristics of our donors over the past 3-years?

• What is the current status of annual giving compared with our campaign level goal?

Annual Giving Progress to Distribution Goal

Provides a monthly accumulating assessment of progress toward the distribution goal for the specified year of giving.


Guided Experience

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Year Over Year Comparison


Compare, filter, drill down

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Compare, filter, drill down

act

• Processes are disjointed• Data points are locked in shadows• 4-walls are common• Tools based vs. solution based• Tightly coupled• Closed systems

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business process orchestration:a different way

ecosystem

all the dataevent driven

agnostic user initiated

form design

content first

IT friendly


WORKFLOW

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Event Driven

Point and Click

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Form Design

1 2

Form Design

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Processes Results

Routing

InteractionsApprovals

Events

Data

Users

UpdateNotifyTrack

Ecosystem

Your business processes, your data

Content for Higher Education

Address Change RequestEmployee Leave RequestMajor Change RequestAdvisor ChangeEmployee OnboardingStudent Change Grade ProcessCourse Approval ProcessingSection Registration OverloadDepartment Leave RequestRoom Request ProcessStudent Academic Period ProfileStudent WithdrawalsWIFI Access RequestIT Provisioning ProcessStudent Advisor Query Drop Course Notification

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Ellucian Ethos Identity


Authentication••Single Sign-On••Session Management ••Password Service••Strong Authentication

Authorization

User Management••User and Role Management••Password Management••Self-Service Password Management••Delegated Administration

User Store••Enterprise Directory

••Multiple Directory Support••Separate Attribute Store

••Attribute Mapping



Access Management

Identity Management

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Getting Started with the Ethos Platform


Integration Use Case Patterns

Ethos Integration

Ellucian Applications

Custom

Third Party Vendors

(non-partners)

Ellucian Partners

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Ethos Implementation Steps Overview

• APIs• Events• Permission• Mappings

Publisher (ERP, CRM)

• Tenant• Register

applications• Configure

resources

Ethos Integration

• Partner• Ellucian

Application• Third-party Vendor

AnalyticsWorkflow

Consumer


Ellucian Ethos Information

ellucian.com/ethos

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Ellucian Ethos Technical Resources

resources.elluciancloud.com


Michael Kennedy

Thank you!

[email protected]

ellucian ethos platform ethos... · ellucian ethos platform ... • data management and governance...

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