higher education solutions darryn hinett business solutions director obtain insight to better manage...

Higher Education Solutions

Darryn Hinett

Business Solutions Director

Obtain Insight to Better Manage the Institution

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Safe Harbor Statement


• Leadership in Higher Education

• Obtaining Insight to Better Manage the Institution

• Results Achieved by Oracle Customers

Agenda


Oracle in Higher EducationDid You Know?

10 of the top 10 research institutions in the U.S. get better results with Oracle

Many of the top academic institutions in Europe get better results with Oracle

23 of the top 40 Australian universities get better results with Oracle’s student system solution

20 of the top 20 academic universities worldwide get better results with Oracle


The Challenges We’re Hearing

Limited Resources and Budget Constraints:How can I consolidate and streamline my institution’s administrative and academic operations and systems to drive down costs and improve productivity?

“Like everyone in the current financial climate, institutions have to do their fair share of belt tightening. We now call on all institutions to focus on delivering excellent services to students and our research base, and to manage their costs efficiently.” – David Lammy, Higher Education Minister, United Kingdom, March 18, 2010 interview in the Telegraph, “Warning Over University Budget Cuts”

“As revenues are pressured and balance sheets weakened, we expect boards and management of universities to increasingly focus on operational management and improving their ability to respond to a rapidly changing environment.” – Moody’s U.S. Public Finance, U.S. Higher Education Outlook, 2009

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Constant Concern & Issues Regarding Security & Privacy Risks:How can I ensure the information scattered throughout my institution is secure from unauthorized access and that privacy policies are protected while allowing my constituents to have appropriate access?

“Lawmakers, regulators, and advocates are increasingly focused on data security and breaches of it. Data security is becoming a risk-management priority at universities.” – General Counsel, American Council on Education, March 2010

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The Challenges We’re Hearing

Fragmented, Unreliable or Inaccessible Information:How can I gather the complete and accurate information I need to improve my ability to forecast and evaluate alternatives, measure performance, and make informed decisions?

“An increasingly complex and high-stakes environment for institutional information, including the need to aggregate a larger number of data sources, to provide more security without compromising authorized access and to adhere to regulatory and compliance demands, is prompting many institutions to consider more sophisticated and robust business intelligence(BI) solutions as a powerful tool to improve performance and demonstrate effectiveness.” – Ovum, Nicole Engelbert, Practice Leader Technologies Industries, April 2010

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Inflexible Systems and Learning Environments:How can I support increasingly diverse and agile teaching and learning environments, provide tools to enhance student success, and improve the learner’s experience with the institution?

“Ovum strongly encourages institutions to share data across their LMS, SIS, and CRM solutions; it is the ‘holy grail’ of relationship management as it creates a truly 360-degree view of the student’s institutional experience and includes a more complete and ultimately powerful set of factors influencing their success.” – Ovum, Nicole Engelbert, Practice Leader Technologies Industries, April 2010

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A Closer Look…

Fragmented, Unreliable or Inaccessible Information!

“Unfortunately, unlike the corporate sector, higher ed does not have clear and concise definitions for productivity, nor does it have consensual agreements about the kinds of data that are needed to measure “academic” productivity — for instruction, for learning, or for institutional operations.”

– K.C. Green, The Campus Computing Project

“Most colleges and universities are awash in data. Unfortunately, they lack the capacity to seamlessly turn their data into meaningful information. Nor can they easily access, combine, & repurpose that information to support analysis, drive decision making, and improve student success.”

– Donald M. Norris & Joan Leonard, Strategic Initiatives, Inc., 2008


A Closer Look…

RecruitingData

Admissions Development FinanceRecruiting

Analyses, Reports

InstitutionalLeadership

IT

GrantsData 1

HRData N

FinanceData 1

FoundationData N

DataWarehouse

ApplicantData

Data Silos Inhibit Effective Collaboration & Sharing of Information

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Agenda



Requirement Oracle Capability The Oracle Difference

Enable strategic decision-making by moving from reactive mgmt to informed, predictive modeling across the institution

Business Intelligence, CRM Analytics, ERP Analytics, Modeling, Operational Analytics

Only vendor with complete solution for forecasting, modeling, and planning specific to the needs ofhigher education institutions

World’s most complete, institution-wide performance management solutions in the market today

Effectively measure and manage institutional performance

Enterprise Performance Management, Enterprise Manager, Analytics, Dashboards

Ensure information is accurate and complete

Best-in-class integration and interoperable data management tools for highest-quality data

Higher Education Constituent Hub, Master Data Management, Data Service Integrator


Effectively Measure & Manage Institutional Performance

• The objective of each layer is to support the layer above

• All the layers need to be aligned. You can’t expect an efficiency-based infrastructure to support a transformational business strategy

• Transformation can only occur within an efficient, effective environment


BI Standardization Requires a Foundation to Minimize Cost and Maximize Benefit

• Single solution – storage to scorecard

• Preconfigured BI apps

• Powerful self-service

• High scalability

• Consistent definitions

IT Business

DevelopmentEfficiency

Cost Savings

Scalability

Impa

ct

High

Low

One Versionof the Truth


Oracle’s Integrated Analytic Solution

• Sales• Marketing• Service • Contact Center• Price• Loyalty

• Higher Education• Healthcare• Transportation• Retail

• Financials• HR• Procure & Spend• Projects• Supply Chain• Order Mgmt

• Financial Close• Strategic Planning• Planning & Forecasting• Profitability Management

SINGLE

ENTERPRISE

INFORMATION

MODEL

REPORT

ANALYZEFORECAST

MODEL


SOLUTIONS• Oracle Business Intelligence Enterprise Edition Plus

• Oracle Business Intelligence Publisher

• PeopleSoft Enterprise – Financial Mgmt Suite, Human Capital Mgmt Suite, Performance Mgmt Warehouse, Financial Warehouse, Human Capital Mgmt Warehouse

CHALLENGES / OPPORTUNITIES• Extract timely data from FSU’s human resources (HR) and

financials systems in a user friendly and cost-effective manner to improve decision making and efficiency university-wide

• Meet the needs of various FSU departments, which include analyzing university-wide spending trends, confirming accurate payrolls & tracking grants / expenses for research projects

• Provide data required to comply with regulations, including payroll and demographic reporting and statutory reports for Federal and state-funded research projects

CUSTOMER PERSPECTIVE

“We are not just delivering reports, but driving a shift toward improved decision-making and increased transparency university wide.”

Michael Barrett, Chief Information Officer

RESULTS

• Reduced IT resources by 50% by modifying pre-built reports

• Estimated saving US$ 360,000 in three years after retiring legacy SAP BusinessObjects system and standardizing on Oracle Business Intelligence Enterprise Edition

• Simplified mgmt of more than US$ 200M grants using alerts to avoid budget overages & decreased statutory reporting time from one month to one week

OVERVIEW• A leading research university serving more than 40,000

students, offering undergraduate, graduate, doctoral & specialist degrees

• Employees: 13,000, Revenue: US$ 446M

Florida State University Improves Decision-Making with Business Intelligence Tools


Where is Your Student Information?

Student Information

System

Human Resource System

Conference / Event

Systems

External Vendor

SystemsBenefits

Parking

Security

Directory

Alumni

Advancement

Vendor

Judiciary

Learning Management

System

Athletics

CRMSafety

OneCard

eMail Contracts

Gmailhotmail

Grad School Admission

Continuing Education

Library

Health Center

Hospital

Faculty Information

Systems

Helpdesk

Dining Services

Career Services

Student Activities /

Student Life

Counseling Services

Extension Services

IdM

OracleData HubOracle

Data Hub

Ensure Information is Accurate and CompleteHousing


Unify

SISSIS

HRHR

CRCR

CustomCustom

LegacyLegacyIdMIdM

HostedHosted

FINFIN

3rd3rd

Higher Education Master Data Mgmt SolutionUnify Data from Multiple System of Records

Unify Person Data continuously from across the enterprise

Single authoritative source of all types of constituent data


Higher Education Master Data Mgmt SolutionRationalize


Rationalize Person Data to achieve unique, complete and correct Person profile

Unify

Rationalize

SISSIS

HRHR

CRCR

CustomCustom

LegacyLegacyIdMIdM

HostedHosted

FINFIN

3rd3rd



Unify

RationalizeD

istri

bute

SISSIS

HRHR

CRCR

CustomCustom

LegacyLegacyIdMIdM

HostedHosted

FINFIN

3rd3rd

Higher Education Master Data Mgmt SolutionDistribute


Rationalize Person Data to achieve unique, complete and correct Person profile

Distribute Person Datasuch as previous student id, new address, phone number, email, etc to all subscribing university systems



CHALLENGES / OPPORTUNITIES• As the various PeopleSoft modules go live, the

relevant EPM-CSW data marts are also brought into production in ‘lock step”

• Relevant reports are needed soon after each go-live. The goal is to provide Business Intelligence reports for that functional area from the warehouse as soon as possible after a particular module is live


“The Campus Solutions Warehouse needed to co-exist with a +10 year-old CU customer warehouse for HR, FIN and SIS data. The central warehouse provides a “common-core” warehouse structure across the higher education industry worldwide among EPM - CSW customers, allowing sharing of problem solving, reporting strategies, regulatory adaptations, and more.”

Kari Branjord, Executive Director, MetamorphoSIS Project

RESULTS

• Allowed the Institution to focus on addressing gaps that were relevant to University of Colorado

• The institution continues bringing up additional subject areas following the go-live of the transactional PeopleSoft modules

OVERVIEW• Founded in 1876

• Three Campuses: Boulder, Colorado Springs & Denver

• Approx. 56,000 Students, 32,000 Employees

• Ranked seventh among US public universities in federal research expenditures in science and engineering

SOLUTIONS• PeopleSoft Campus Solutions

• PeopleSoft Customer Relationship Management

• PeopleSoft EPM, Campus Solutions Warehouse

• PeopleSoft Enterprise Portal

• Oracle Fusion Middleware

• Siebel UCM for Master Data Management

• User Productivity Kit

University of Colorado Consolidates Student Information Institution-Wide


Enable Strategic Decision-Making

Deliver Better Insight to Customers in Multi-Application Environments

DASHBOARDS

•Visible

BENEATH THE SURFACE

•Mapping to multiple applications and data transformation all take expertise and time


Continuum of Analytic Needs

Ad-Hoc Analysis

Reporting

Modeling

Forecasting

Future Oriented

Static

Dynamic

Past Oriented


Continuum of Analytic Needs• PeopleSoft Customer

- PSQuery- nVision- Crystal- PS SQR- XML Publisher- Warehouse with an OLAP tool

• EBS Customer- Oracle Reports- Oracle Discoverer- Daily Business Intelligence- XML Publisher- Warehouse with OLAP tool

• OBIEE Plus- BI Publisher- Answers- Dashboards- Microsoft Office (SmartViews)- Proactive detection & alerts- Essbase Integration

• BI Applications


Continuum of Analytic Needs

• PeopleSoft Customer- ACE- Excels- Custom developments

• EBS Customer- Excels- Custom developments

• Essbase- Integration with OBIEE

• Forecasting / Predictive Modeling- Crystal Ball- Data Mining


Oracle’s Enterprise Performance Management SystemComplete, Open, Integrated

Information Delivery

ExcelXML

OLTP & ODSSystems

Oracle, PeopleSoft, JDE

Siebel, SAP, Fusion

BusinessProcess

Data MartsData Warehouse

Database Machine

OLAP Cubes

Fusion Middleware

Business Intelligence Foundation

EPM and BI Applications


Interactive Dashboards

Reporting &Publishing

Ad-hoc Analysis

Detect & Alert

Mobile &Disconnected

Office Integration

Search Embedded

Common Information DeliverySecure, Role-Based, Information Access & Delivery

ExcelXML

OLTP & ODSSystems


Siebel, SAP, Fusion

BusinessProcess


Database Machine

OLAP Cubes

Fusion Middleware




Performance Management and BI ApplicationsMarket-Leading, Comprehensive, Integrated



Ad-hoc Analysis

Detect & Alert


Office Integration

Search Embedded

ExcelXML

OLTP & ODSSystems


Siebel, SAP, Fusion

BusinessProcess


Database Machine

OLAP Cubes

Fusion Middleware


ERP Analytics

Strategy Management

Financial Close and Reporting

Planning & Forecasting

Profitability Management

CRM Analytics

Industry Analytics


Highly Scalable BI FoundationProviding Insights Across the Enterprise



Ad-hoc Analysis

Detect & Alert


Office Integration

Search Embedded

ExcelXML

OLTP & ODSSystems


Siebel, SAP, Fusion

BusinessProcess


Database Machine

OLAP Cubes

Fusion Middleware

ERP Analytics

Strategy Management




CRM Analytics

Industry Analytics

EssbaseBI Server Dimension Management

Predictive Analytics

Common Enterprise Information Model


Oracle’s Enterprise Performance Mgmt SystemComplete, Open, Integrated



InformationDelivery



Ad-hoc Analysis

Detect & Alert


Office Integration

Search Embedded

ExcelXML

OLTP & ODSSystems


Siebel, SAP, Fusion

BusinessProcess


Database Machine

OLAP Cubes

Fusion Middleware

ERP Analytics

Strategy Management




CRM Analytics

Industry Analytics

EssbaseBI Server Dimension Management

Predictive Analytics

Common Enterprise Information Model


CHALLENGES / OPPORTUNITIES• Provide a central budgeting solution for INHolland

University of Applied Sciences’ 15 sites

• Replace the legacy Excel-based solution, which is used for budgeting & forecasting to ensure accurate activities

• Achieve tactical and strategic forecasting capabilities across financial operations

• Connect with existing systems and applications, allowing central retrieval of process and student information

• Implement the solution in four months and within budget, with minimal disruption to operations to close a fiscal year


“Oracle’s Hyperion Planning is a central environment for our planning and control processes.”

Arie Staat, Head of Information Management

RESULTS

• Enabled the university to make its multi-year budgeting process consistent with the yearly planning and control cycle

• Achieved greater control of financial budgets with scenario-creation capabilities

• Enabled faster budget consolidation and more rapid identification of potential errors

• Decreased planning and control cycles to two months and reduced error rates by 95%

OVERVIEW• A higher education institution in the Netherlands that

provides education for appx. 33,000 students at 11 sites

• Employees: 2,800

• Revenue: US$ 200M

SOLUTIONS• Hyperion Planning

INHolland University of Applied Sciences Speeds Planning, Cuts Error Rates by 95%


Summary: Obtain Insight to Better Manage the Institution

• Support modeling capabilities and create accurate forecasts more frequently, easily, with more variables and in less time

• Integrate financial and operational planning and budgeting

• Reduce budget cycles by weeks or months

Enable Strategic Enable Strategic Decision-MakingDecision-Making

• Consolidate operational and constituent information across all the systems in your institution

• Enhance the quality of data and constituent information

• Govern and manage the capture and sharing of information about each constituent, supplier or entity

Ensure Information is Ensure Information is Accurate and Accurate and

CompleteComplete

• Align institutional objectives and strategies

• Access is real-time, available through easy to personalized dashboards, improving the decision-making of constituents

• Provide an infrastructure that builds a culture of business intelligence across your institution

Measure and Manage Measure and Manage Institutional Institutional PerformancePerformance

Oracle’s Higher Education Footprint

OracleOracle

ISV Partners

Library

Relationships

Student ServicesStudent Services RetentionRetention Lifelong InvolvementLifelong InvolvementRecruitingRecruiting

Customer Interaction Channels

ParentsParents FacultyFaculty StaffStaff AlumniAlumniApplicants / StudentsApplicants / Students VendorsVendors Business PartnersBusiness Partners Economic PartnersEconomic Partners

AnalyticsStudent Administration

Campus Solutions and Constituent ManagementConstituent Mgmt Auxiliary Applications

Self-ServiceSelf-Service

AdmissionsAdmissions

Degree AuditDegree Audit

Financial Aid / Student AccountsFinancial Aid / Student Accounts

Academic AdvisingAcademic Advising

Grade BookGrade Book

Records & RegistrationRecords & Registration

MarketingMarketing

Online MarketingOnline Marketing

Tele-MarketingTele-Marketing

SupportSupport

HelpdeskHelpdesk

Advancement Alumni Dev.Advancement Alumni Dev.

Course Management

Scheduling

Housing

Parking

Learning Management

Personal Portfolio

Food Service

Accountability andPerformance Measurement

Accountability andPerformance Measurement

Campus Warehouse Campus Warehouse

ReportingReporting

Data MiningData Mining Multi-Channel CommunicationsMulti-Channel Communications

Bookstore

Institutional AdministrationGovernance& ComplianceGovernance& Compliance

TrainingTraining

Treasury /Cash MgmtTreasury /Cash Mgmt

IT Asset MgmtIT Asset Mgmt

Project MgmtProject Mgmt

Real Estate MgmtReal Estate Mgmt

Maintenance MgmtMaintenance Mgmt

HelpdeskHelpdesk

GrantsGrants

ClinicalsClinicals

FinancialsFinancials

Source to SettleSource to Settle

BudgetBudget

CatalogCatalogContentContentPayrollPayroll

HRHR

Course CatalogCourse Catalog

Infrastructure

MobilityMobility Hubs / Master Data MgmtHubs / Master Data Mgmt Integration Framework / SOAIntegration Framework / SOA

Identity & Security ServicesIdentity & Security Services NetworkingNetworking DatabaseDatabase Operating SystemOperating System

Virtual MachineVirtual Machine ServerServer StorageStorage Systems & Data Center MgmtSystems & Data Center Mgmt

Development ToolsDevelopment Tools





Agenda


reduced in-person transactions for students by 80% and enabled

98% of students to access and secure receipts online

significantly increased enrollments between 20-30% semester over semester with improved operational efficiencies

can now complete a deployment and patch software in just an hour that would have previously taken 7-9 hours

reduced time to generate HR and financial reports by 90% and collects tuition and fees through online student credit card processing tool

implemented a cost-effective and reliable procurement application for 270 authorized users who purchased more than 95% of scientific items from the university’s online procurement data warehouse

Higher Education Customer Results

reduced account provisioning time from 24 to 26 hours to just 30 to 45 minutes and Eliminated the need for users to log-in multiple times, delivering easy-to-access, customized interfaces for diverse users


Offers a complete, integrated set of solutions for higher education

Provides institution-wide, scalable solutions to secure and govern the many sources of information in an institution

Enables an educational landscape to dynamically connect teaching, learning and administrative environments

Delivers an agile, flexible framework and solutions that propel innovation and enables actionable insight

Only Oracle…

The Oracle Difference

higher education solutions darryn hinett business solutions director obtain insight to better manage...

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