MIS Reporting Henry Stewart – SunGard Higher Education

What You Will See During This Presentation

Dashboards for your Favorite Reports and Charts

Tend Reports for Planning and Analysis

Summary Reports for Targeted Areas

Detailed Reports for Tracking Individuals

Ad-hoc Access for Quick Answers

Scorecards for Communicating Plans

Scorecards for Monitoring Progress

MIS Data Warehouse

A Foundation for Reporting, Analytics –Designed to empower your staff with on-demand information –Enables your staff to create their own reports, analytics, dashboards –Extracts MIS and 8,000+ Banner data fields Banner into a single data repository –Used with your favorite reporting tools Cognos, Discoverer, Argos, Crystal, SAS, Excel… Cognos is SunGard’s selected and recommended choice Data Warehouse. Admissions Employees Tests Advancement Financial Aid Enrollments HR MIS Student Reporting Tools

MIS Data Warehouse: Example #1 The Annual Employee Appreciation Day for full time administrative staff is coming up next month. –Jean Rogers, Director of HR, wants to be SURE she has a complete and accurate list of those that should be honored. Jean asks, John Campbell, her Administrative Assistant, to pull together the list so that she can share it with her management team for this afternoon’s 2 PM meeting. –John is new to the job but he is comfortable working with data and he knows Excel. –Last month he had a 3 hour orientation on the use of SunGard’s new reporting tool named Cognos. –Can John get the information needed for the 2 PM meeting?

John did very well … he was able to produce Jean’s report, send her an Excel version and surprised her with a new report MIS Data Warehouse Value: Staff Empowered With New Information Access

The combination of Banner Data Warehouse and Cognos tools provide high value -- fast, easy access to information for all authorized staff Single, comprehensive, reliable source of data designed for business users Reporting solutions that are: –Flexible –Very easy to learn –Very easy to use MIS Data Warehouse Value: Staff Empowered With New Information Access

But wait there’s more … Performance Management Applications Extend the Value of MIS Data Warehouse

MIS Performance Reporting and Analytics: New Performance Management Applications SunGard’s data warehouse provides extensive, flexible information to management and staff Out-of-the-box solution for daily operational support and analytics But even the best reporting and analytic solutions often don’t meet the needs of executive management and a strategy-driven organization Data Warehouse. Campaigns Recruiter Assignments Tests Communications Prospects Applicants Decisions MIS Schools ? ? ?

Performance Management Applications Executives Want More Than Operational Reports Leaders Are Focused on Difficult Strategic Issues –Monitoring ongoing effectiveness of recruitment campaigns –Matching enrollments with institutional programs –Recruiting best qualified applicant pool –Responding to demand for increased accountability Leaders Have Strategies to Solve These Issues –Strategies identify goals, objectives and desired outcomes –Execution of strategy is essential for success –Leaders want to monitor progress towards strategy – not another report

Performance Management Applications Strategy and Plans Need Ongoing Communication A new layer of information is needed for senior management Data needs to be transformed into the language of strategy Progress towards goals and objectives needs to be monitored A single information access architecture for the entire institution FinAid Finance MIS Student Data Warehouse Scorecard

Performance Management Applications Performance Management: Communicate Strategy & Plans Goals and Objectives

Performance Management Applications Performance Management: Visibility Into Performance Progress This Year Last Year’s Results Monthly Targets for This Year

Scorecards vs. Dashboards Performance Management: More Than Dashboards –Every vendor has Dashboards –Graphic displays of favorite measures Number of applicants as of today Number of applicants with ACT > 26 –Everybody’s measures can be (will be) different –Dashboards lack the context of “where your team wants to go” –Dashboards: summarize what has happened (looking backwards)

Scorecards vs. Dashboards Performance Management: More Than Dashboards –Only SunGard has real Scorecards! –Graphic displays of progress towards targets (looking forwards) How many applicants have we received compared to our plan? Is the number of applicants with ACT > 26 less than expected? –Graphic displays of actual results compared to monthly targets of very specific measures linked to organizational objectives

Solutions That Provide Significant Value Data Transformed Into Business Formats –Daily operational detail AND date-stamped for longitudinal analysis –Administrative controls for loads, refreshes, snapshots, security Empowers Your Staff: Information self-service –Fast, easy ad-hoc access for all authorized staff –Staff focus on using information; not collecting information Compatibility with many popular Reporting Tools –Cognos, Discoverer, Web-Focus, Crystal, Argos, Excel… Guaranteed MIS and Banner compatibility –Student, Financial Aid, Financials, HR, Advancement –8,000+ data elements extracted nightly from Banner And More … –Flexible deployment options –Value-based security with Single Sign-On –SunGard’s foundation for Performance Management applications –Built by higher education; for higher education But Most Importantly: Less time, less cost, less risk…

MIS Reporting Henry Stewart – SunGard Higher Education