1. Turning Information Into Action: Enterprise Reporting at Columbia University Maria E. Mosca, Director Student Information Systems Columbia University in the City of New York EDUCAUSE Mid-Atlantic Regional Conference 2004 Baltimore, MD January 14, 2004 Copyright Maria E. Mosca and Bernhard Kluger, 2004. This work is the intellectual property of the authors. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the authors. Maria E. Mosca, Director Student Information Systems Columbia University in the City of New York EDUCAUSE Mid-Atlantic Regional Conference 2004 Baltimore, MD January 14, 2004 Copyright Maria E. Mosca and Bernhard Kluger, 2004. This work is the intellectual property of the authors. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the authors.

2. Presentation Goal To describe the evolving role of reporting in support of administrative officers engaged in the delivery and evaluation of student services at Columbia.

3. Presentation Overview i.About Columbia and SIS ii.Client Collaboration iii.Technology Innovation iv.Results v.New Directions i.About Columbia and SIS ii.Client Collaboration iii.Technology Innovation iv.Results v.New Directions

4. About Columbia and SIS

5. Columbia University Located in New York City Founded 1754 23,400 Students 7,700 Degrees Conferred 8,900 Faculty and Staff 17 Schools across 4 campuses Highly Decentralized… Located in New York City Founded 1754 23,400 Students 7,700 Degrees Conferred 8,900 Faculty and Staff 17 Schools across 4 campuses Highly Decentralized… http://www.columbia.edu/cu/opir/Facts2003.htm

6. What Is SIS? Mission Statement –At SIS we provide the best possible integrated student information services to the Columbia University community by working collaboratively to ensure the accessibility, integrity, and security of student information.

7. What Is SIS? Structure –A Partnership of Administrative Information Services and the Division of Student Services –25 employees in application development, maintenance, help desk, training, business process consulting, and reporting.

8. The Student Life Cycle Admissions Financial Aid Housing Records Accounts

9. Admissions –Does the composition of our applicant pool meet our diversity goals? Financial Aid –Are we meeting the full financial need of our students as their personal circumstances change from year to year? Housing –How many admitted students are likely to request housing? Records –What has been the impact of academic advising on the performance of students in my program? Accounts –How well are we managing cash flow from 3 rd -party tuition payments? Admissions –Does the composition of our applicant pool meet our diversity goals? Financial Aid –Are we meeting the full financial need of our students as their personal circumstances change from year to year? Housing –How many admitted students are likely to request housing? Records –What has been the impact of academic advising on the performance of students in my program? Accounts –How well are we managing cash flow from 3 rd -party tuition payments? The Student Life Cycle

10. The SIS Reporting Model Client Collaboration Technology Innovation Accessibility of Information yields drives Evaluation

11. Client Collaboration

12. Develop Client Expertise in Reporting Evaluate Services in Consultation with Clients Package and Promote Common Tasks

13. Develop Client Expertise Monthly New User Orientation On-Site Training for Advanced Users Mobile Training Lab infoline@columbia.edu –In 2003, received 2,436 requests from 426 distinct users across 99 offices

14. Evaluate Current Systems SIS Advisory Committee User Groups –Admissions –Financial Aid –Reporting Working Groups –Address Management –Identity Management infoline@columbia.edu

15. Package Common Tasks From green screens and green bar paper… …to one click online reports via personalized portal.

16. Technology Innovation

17. SIS Systems: In the beginning… The Student Information System Initiation:1992 Users (’03): 980 Platform: 0S/390 Mainframe Ad Hoc: none CICS/VSAM/Cobol

18. First Generation Reporting SISUMENU (SIS User MENU) Initiation:1992 Users: 25 and falling Platform:0S/390 Mainframe Ad Hoc: FOCUS in CMS Green Bar Paper, Green Screens

19. Second Generation Reporting SIS Report Server Initiation: 1994 Users: 50 and falling Platform: Sybase, AIX Unix Ad Hoc: SQL, Query Tools including Brio, Access & InfoMaker Point & Click

20. Third Generation Reporting SIS Desktop Reports Initiation: 2000 Users:296 and rising Platform:InfoMaker Ad Hoc: None Sybase stored procedures, parameter-driven

21. “Next” Generation Reporting Web Reporting System Initiation: 2004 Users: 30 and rising Platform: WebFOCUS on AIX Unix Ad Hoc: TBD Portal channels

22. Results

23. Report Writing … to a balanced toolkit and support for all 1997 Report Writing Help Desk Advanced Tool Dev’t Business Process Consulting 2004 A single super expert user w/Focus…

24. Results The Data –500 reports available –30,000 reports produced annually –Declining use of mainframe and ad hoc reporting Significance –Greater accessibility, integrity and security –Improved student service delivery The Data –500 reports available –30,000 reports produced annually –Declining use of mainframe and ad hoc reporting Significance –Greater accessibility, integrity and security –Improved student service delivery

25. New Directions

26. Technology Innovation –Web Reporting –uPortal Client Collaboration –Business Process Consulting –Working Groups -- CUDOS

27. Columbia University Student Information Systems www.columbia.edu/cu/sis www.columbia.edu/cu/sis Columbia University Student Information Systems www.columbia.edu/cu/sis www.columbia.edu/cu/sis Maria E. Mosca, Director maria.mosca@columbia.edu Bernie Kluger, Associate Director bkluger@columbia.edu Maria E. Mosca, Director maria.mosca@columbia.edu Bernie Kluger, Associate Director bkluger@columbia.edu Thank you !