Microsoft® Institutional Reporting and Business Intelligence Solution for Higher Education Dan MacFetridge Solution Sales Specialist Education Solutions.

Microsoft® Institutional Microsoft® Institutional Reporting and Business Reporting and Business Intelligence Solution for Intelligence Solution for Higher Education Higher Education

Dan MacFetridgeDan MacFetridge

Solution Sales SpecialistSolution Sales Specialist

Education Solutions GroupEducation Solutions Group

Agenda• Hi Ed Business Intelligence OpportunitiesHi Ed Business Intelligence Opportunities

• Customer BI IssuesCustomer BI Issues

• The Impact on Higher EducationThe Impact on Higher Education

• Critical BI Partner ComponentsCritical BI Partner Components

• Business Intelligence Data FlowBusiness Intelligence Data Flow

• Deploying with PartnersDeploying with Partners

• Success Factors & Next StepsSuccess Factors & Next Steps

• Additional ResourcesAdditional Resources

The BI Hi Ed Market OpportunityThe BI Hi Ed Market Opportunity• Funding/ERP are top issues among Funding/ERP are top issues among

institutionsinstitutions• 94% of all Hi Ed Institutions do not have a 94% of all Hi Ed Institutions do not have a

DWDW• 80% of US students are non-university 80% of US students are non-university

attendeesattendees• Annual Hi Ed ERP expenditures at $3 BillionAnnual Hi Ed ERP expenditures at $3 Billion• ERP spend is increasing at 20% annuallyERP spend is increasing at 20% annually

*Source: EDUCAUSE 2003 Survey

Data Warehouse RelevancyData Warehouse Relevancy• Few institutions have all of the major Few institutions have all of the major

institutional data areas available institutional data areas available • Most start with either student data, Most start with either student data,

human resources, or finance datahuman resources, or finance data• Their goal is to evolve toward a Their goal is to evolve toward a

comprehensive set of data elements and comprehensive set of data elements and reportsreports

*Source: EDUCAUSE 2003 Survey

Is this what you are hearing?Is this what you are hearing?“How do we

make decisive

improvement decisions when we can’t drill down into our data to uncover

the cause-and-effect patterns that affect our institution?”

“Our users lack the tools

to easily interpret and make decisions based on available

data.”

“How can I efficiently

empower my staff to see day-to-day operations and align

their efforts with the

institution’s long-term strategy?”

“Our users are

demanding so much

information that our

systems are bogged

down from a huge

backlog of unanswered requests.”

“We have enormous

amounts of data

available to us, but

by the time our department

can access it we are in a reactive

mode.”

Hi Ed’s Economic ChallengesHi Ed’s Economic Challenges• Increased accountability for the university’s Increased accountability for the university’s

use of public fundsuse of public funds– Current economy has led to increasing enrollment and Current economy has led to increasing enrollment and

less fundingless funding

• Increasing enrollment leads to complex Increasing enrollment leads to complex curriculum planningcurriculum planning– Efficient space and resource utilization is a critical Efficient space and resource utilization is a critical

success factorsuccess factor

• Matching faculty to the needs of curriculum Matching faculty to the needs of curriculum deliverydelivery– Overcoming academic culture of autonomy and Overcoming academic culture of autonomy and

decentralizationdecentralization

• Accountability to the public for the Accountability to the public for the contributions of facultycontributions of faculty– Higher accountability due to collecting and analyzing Higher accountability due to collecting and analyzing

data data

• Declining funds force tough resource allocation Declining funds force tough resource allocation decisionsdecisions– Administrative and academia are historically reluctant Administrative and academia are historically reluctant

to changeto change

Hi Ed’s Infrastructure Hi Ed’s Infrastructure ChallengesChallenges• Data CollectionData Collection

– Data is locked in different systemsData is locked in different systems– Manual processes required to extract available dataManual processes required to extract available data

• ReportingReporting– Administrators scramble to pull data from different Administrators scramble to pull data from different

sourcessources– Work is tedious, time-consuming and driven by deadlinesWork is tedious, time-consuming and driven by deadlines

• AnalysisAnalysis– Lack of robust tools available for in-depth data analysisLack of robust tools available for in-depth data analysis– Data analysis is basic and non-conclusiveData analysis is basic and non-conclusive

• Information DistributionInformation Distribution– Information is manually updated to websitesInformation is manually updated to websites– Much of the information and results are not accessible Much of the information and results are not accessible

• Institutional Approach ChangesInstitutional Approach Changes– Changes are not driven by scientific methodsChanges are not driven by scientific methods

Adding Value to Solve the Adding Value to Solve the ProblemProblem• What products or services do you currently What products or services do you currently

provide that can help overcome these provide that can help overcome these challenges?challenges?

• What specialized BI knowledge does your What specialized BI knowledge does your business have that can be leveraged in Hi Ed?business have that can be leveraged in Hi Ed?

• What are the key differentiators you utilize when What are the key differentiators you utilize when selling to Hi Ed?selling to Hi Ed?

• Does your technology roadmap complement Does your technology roadmap complement upcoming Microsoft releases for Hi Ed?upcoming Microsoft releases for Hi Ed?

• Who do you generally sell to in HiEd?Who do you generally sell to in HiEd?

What if you could deliver…What if you could deliver…

An improvement in their long term planning An improvement in their long term planning through timely, accurate report delivery?through timely, accurate report delivery?

A reduction in their facilities expenditures through A reduction in their facilities expenditures through more accurate space planning?more accurate space planning?

An improvement in their proactive decision making An improvement in their proactive decision making through access to higher quality, readily available through access to higher quality, readily available data?data?More efficient use of their institutional funds More efficient use of their institutional funds through better analysis of projected expenditures through better analysis of projected expenditures and revenues?and revenues?

Business Intelligence for Higher Education:Business Intelligence for Higher Education: Microsoft Solution Microsoft Solution ComponentsComponents

Creating a Creating a Closed-Loop Closed-Loop Process... Process...

……To Improve To Improve Institutional Institutional AchievementAchievement

Analysis and Analysis and Reporting Reporting

Information Information Distribution Distribution

Data Data CollectionCollection

Institutional Institutional ImprovementImprovement

Data Collection CapabilitiesData Collection Capabilities

Collect and consolidate data from different sources – Student Information– Colleges– Human Resources– Admissions– Library– Finance– Purchasing– Continuing Education– Alumnus– Information

Technology

Analysis and Analysis and Reporting Reporting

Information Information Distribution Distribution

Data Data CollectionCollection

Institutional Institutional ImprovementImprovement

Partner Value in Data Partner Value in Data CollectionCollection

• Establish a central data sourceEstablish a central data source– Conflicting data is eliminated Conflicting data is eliminated

by entering once and by entering once and automatically propagating to automatically propagating to other applicationsother applications

• Interoperate with existing Interoperate with existing systemssystems– Standards-based approach Standards-based approach

leverages current leverages current infrastructure and reduces infrastructure and reduces support costssupport costs

• Automate processesAutomate processes– Processes must be automated Processes must be automated

and facilitate the movement of and facilitate the movement of information through workflow information through workflow managementmanagement

Simplify data collection to improve timing, accuracy and relevancy

Analysis and Reporting Analysis and Reporting CapabilitiesCapabilities

Identify improvement areas, discover root causes and meet reporting requirements

– Anything by Anything– Individual and

Subgroups– Longitudinal Analysis– Fixed Format– Flexible Format – Available Anytime– Field Level Security

Analysis and Analysis and ReportingReporting

Information Information Distribution Distribution

Data Data CollectionCollection

Institutional Institutional ImprovementImprovement

Partner-led Analysis and Partner-led Analysis and ReportingReporting

• Determine Determine wherewhere improvements are improvements are neededneededReport by subgroups over time and across Report by subgroups over time and across different measures and dimensionsdifferent measures and dimensions

• Determine Determine howhow to make to make improvementsimprovementsPerform rapid, sophisticated analysis on Perform rapid, sophisticated analysis on institutional data, resources, and institutional data, resources, and outcomesoutcomes

• Data miningData miningDiscover previously unknown factors that Discover previously unknown factors that may be affecting organizational may be affecting organizational performanceperformance

• Closed-loop analysisClosed-loop analysisMeasure business impact and identify best Measure business impact and identify best practices for replicationpractices for replication

Help identify improvement areas through data-driven analysis

Communicate across the institution, faculty, departments, students and community

Information Distribution Information Distribution CapabilitiesCapabilities

– Administrative access to organization-wide data systems

– Faculty access to classroom details

– Data integration via open standard tools

– Security procedures implemented

– Office Integration for analysis, charts, reports

– Community & Alumnus Web access

Analysis and Analysis and Reporting Reporting

Information Information DistributionDistribution

Data Data CollectionCollection

Institutional Institutional ImprovementImprovement

Add Value to Information Add Value to Information DistributionDistribution

• Quick access to relevant information Quick access to relevant information through web portalsthrough web portalsIntegrated information presented through Integrated information presented through a definable and customizable interfacea definable and customizable interface

• Collaboration and document managementCollaboration and document managementWeb discussions and document sharing Web discussions and document sharing across project, student, faculty, and across project, student, faculty, and administrative levelsadministrative levels

• Information distributionInformation distributionEasy web publishing for generating Easy web publishing for generating reports, applications, information, and reports, applications, information, and other institutional materialsother institutional materials

Make it easy to share accurate information with appropriate users

Implement institutional changes based on timely data analysis

Improvement CapabilitiesImprovement Capabilities

– Research based decisions– Predictive analysis– Automatic data collection– Online collaboration– Rapid information access– Anytime anywhere

security controls for all users

– ‘What if’ scenario construction

Analysis and Analysis and Reporting Reporting

Information Information Distribution Distribution

Data Data CollectionCollection

Institutional Institutional ImprovementImprovement

Collaborative ImprovementCollaborative Improvement

• Institutional scorecardInstitutional scorecardDeliver data aggregation to monitor Deliver data aggregation to monitor key institutional metrics for trend key institutional metrics for trend analysis and proactive decision analysis and proactive decision makingmaking

• Cause and effect relationshipsCause and effect relationshipsProvide drill down for data comparison Provide drill down for data comparison to understand of cause and effect to understand of cause and effect relationshipsrelationships

• Closed-loop feedbackClosed-loop feedbackEncourage continuous improvement Encourage continuous improvement by tracking ongoing performance by tracking ongoing performance resultsresults

Align your resources for improved results

Microsoft Hi Ed Solution PlatformMicrosoft Hi Ed Solution Platform

• Establishes rich analysis capabilities supporting Establishes rich analysis capabilities supporting key decision making processeskey decision making processes– FinanceFinance– AdmissionsAdmissions– EnrollmentEnrollment

– AccreditationAccreditation– CurriculumCurriculum– Facilities planningFacilities planning

• Provides distribution and communication Provides distribution and communication methods across institutional constituenciesmethods across institutional constituencies– Administration and staffAdministration and staff– FacultyFaculty– StudentsStudents– PublicPublic

• Allows drill down for data comparisonAllows drill down for data comparison– Improve understanding of cause-and-effect Improve understanding of cause-and-effect

relationshipsrelationships

• Provides capabilities for an “institutional Provides capabilities for an “institutional scorecard”scorecard”– Monitor key metricsMonitor key metrics– Apply trend analysisApply trend analysis– Deliver proactive decision making Deliver proactive decision making

End-to-End Solution ElementsEnd-to-End Solution ElementsOther Admin Other Admin

Systems Systems Student Student

InformationInformation

ERP SystemsERP Systems

ReportsReportsCentral Data Central Data RepositoryRepository

Data Data WarehouseWarehouse

XMLXML XMLXML

XMLXML XMLXML

APPLICATION APPLICATION INTEGRATIONINTEGRATIONAPPLICATION APPLICATION INTEGRATIONINTEGRATION

HR SystemsHR Systems

Web PortalWeb Portal

Analysis ServicesAnalysis Services

Single Sign-in Notifications

33

Data Marts Data Marts and Cubesand Cubes

CreateCreateOLAP CubesOLAP Cubes

Business Intelligence Data FlowBusiness Intelligence Data FlowELEMENTS OF THE PROCESSELEMENTS OF THE PROCESS

Data Data WarehouseWarehouse

22

SQL ServerSQL ServerDataData

WarehouseWarehouse

PopulatePopulateData WarehouseData Warehouse

11

SourceSourceSystemsSystems

Design theDesign the Data Warehouse Data Warehouse

QueryQueryDataData

ClientsClients

•Query ToolsQuery Tools•ReportingReporting•AnalysisAnalysis•Data MiningData Mining

44

Partners Build on Microsoft Partners Build on Microsoft SolutionsSolutions

HUMAN HUMAN RESOURCERESOURCE

SS

STUDENT STUDENT INFO INFO

SYSTEMSSYSTEMS

COLLECTICOLLECTIONON& &

STORAGESTORAGE

REPORTINGREPORTING& ANALYSIS& ANALYSIS

CONTINUICONTINUING NG

EDUCATIOEDUCATIONN

COMMUNICATCOMMUNICATIONION& &

COLLABORATICOLLABORATIONON

Microsoft Business Intelligence for Higher Education Solutions

IMPLEMENTATION AND SUPPORTIMPLEMENTATION AND SUPPORT

Service ProviderService ProviderLocal ServicesLocal Services

National ISVNational ISV

VARVAR

Hardware VendorHardware VendorSISI

Where does your business Where does your business integrateintegrate

into the overall Solution?into the overall Solution?

Scalable Tools for Rapid Scalable Tools for Rapid DeploymentDeploymentMICROSOFT PRODUCTSMICROSOFT PRODUCTS ENABLING FEATURESENABLING FEATURES

SQL ServerSQL Server • Database management and analysis Database management and analysis

• Data warehousing solutions Data warehousing solutions

• Analysis Services (OLAP)Analysis Services (OLAP)

• Closed loop analysisClosed loop analysis

• Data Mining/Data Transformation Services (DTS)Data Mining/Data Transformation Services (DTS)

Windows ServerWindows Server • Multipurpose network operating system Multipurpose network operating system

• Full support of .NET for scalabilityFull support of .NET for scalability

BizTalk ServerBizTalk Server • Application integration to improve access to dataApplication integration to improve access to data

• Variety of adapters and tools for standard Variety of adapters and tools for standard applicationsapplications

SharePoint Portal SharePoint Portal ServerServer

• Web portalsWeb portals

• Information sharing across servers, databases, Information sharing across servers, databases, public folderspublic folders

Office SystemOffice System • Accessible results and analysisAccessible results and analysis

• Different views to share and present dataDifferent views to share and present data

Data AnalyzerData Analyzer • Visualization and analysis with dynamic charts and Visualization and analysis with dynamic charts and graphsgraphs

• Easy DeploymentEasy Deployment– Familiar and highly productive tools and user interfaces Familiar and highly productive tools and user interfaces

• Closed-Loop ApproachClosed-Loop Approach– Integrates data collection, reporting, analysis Integrates data collection, reporting, analysis

and communication systemsand communication systems

• ComprehensiveComprehensive– Part of the Microsoft end-to-end framework for Part of the Microsoft end-to-end framework for

delivering education solutionsdelivering education solutions

• Open Standards-basedOpen Standards-based– For reliable, accessible technology innovationFor reliable, accessible technology innovation

• InteroperableInteroperable– .NET Framework, XML, and IMS ensures interoperability.NET Framework, XML, and IMS ensures interoperability

• EconomicalEconomical– Low TCO including ease of use and ready integration Low TCO including ease of use and ready integration

with existing applicationswith existing applications

Solution AdvantagesSolution Advantages

What you want to hear from What you want to hear from customers…customers…“With our

institutional scorecard,

I can now drill down into the data that is important to

me to understand cause-and-

effect factors that

I couldn’t see before.”

“Our individual

departments now have a consistent

way to monitor, identify,

and compare

key metrics and help

make more informed

decisions.”

“My staff can now identify

data anomalies as

they occur and

determine on their own

what information is relevant

for real-time analysis.”

“We’ve significantly reduced the

costs associated with ad-hoc requests by

enabling self-service inquiries by our users.”

“We can now compare housing

enrollment and

classroom seat

numbers to deliver more

accurate planning and

reduce facility

expenditures.”

Business Intelligence Go-To-Market:Business Intelligence Go-To-Market:Direct Marketing CampaignDirect Marketing Campaign

• Direct marketing campaign to Higher EducationDirect marketing campaign to Higher Education– Direct Mail Drop: Feb. 27, 2004Direct Mail Drop: Feb. 27, 2004– Target Audience: BDMs and TDMs (8k+)Target Audience: BDMs and TDMs (8k+)

• CTA: Register via WebProfiler and be entered in CTA: Register via WebProfiler and be entered in sweepstakes to win:sweepstakes to win:– MS Press book: MS Press book: Business Intelligence: Making Business Intelligence: Making

Better Decisions FasterBetter Decisions Faster– SQL Server 2000 online training vouchers (retail value SQL Server 2000 online training vouchers (retail value

$199)$199)– BI Evaluation Kit: includes SQL Server 2000 with BI Evaluation Kit: includes SQL Server 2000 with

Reporting Services Eval, Office Enterprise Eval, BI Within Reporting Services Eval, Office Enterprise Eval, BI Within Reach Resource CD, and Custom Thank You LetterReach Resource CD, and Custom Thank You Letter

• Other customer resources available via Other customer resources available via WebProfiler:WebProfiler:– Executive Circle on-demand webcast recorded Feb. 16, Executive Circle on-demand webcast recorded Feb. 16,

2004 2004 http://go.microsoft.com/fwlink/?LinkId=23002http://go.microsoft.com/fwlink/?LinkId=23002– BI technical whitepaper BI technical whitepaper Data-Driven Decision Making Data-Driven Decision Making

in Higher Educationin Higher Education– Penn State video case studyPenn State video case study

Business Intelligence Go-To-Business Intelligence Go-To-Market:Market:Direct Mail BrochureDirect Mail Brochure

Business Intelligence Go-To-Market:Business Intelligence Go-To-Market:BI WebProfilerBI WebProfiler

Business Intelligence Go-To-Market:Business Intelligence Go-To-Market:Partner EngagementPartner Engagement

• Partner Revenue Opportunity: $50K-$1M+Partner Revenue Opportunity: $50K-$1M+• Partner Type: ISV, SI, Services, ResellersPartner Type: ISV, SI, Services, Resellers• Education-specific Partner resources available via Education-specific Partner resources available via

www.microsoft.com/education/partnerwww.microsoft.com/education/partner– Readiness and Sales AidsReadiness and Sales Aids– To-customer presentationsTo-customer presentations

• Through Partner Marketing Materials:Through Partner Marketing Materials:– Direct Marketing Materials (via CCT)Direct Marketing Materials (via CCT)– Sample Email/lettersSample Email/letters– Web Profiler ExamplesWeb Profiler Examples– Available March 15, 2004 via Available March 15, 2004 via

www.microsoft.com/education/partnerwww.microsoft.com/education/partner

• BI Training Resources:BI Training Resources:– Microsoft has developed an abundance of BI training resources Microsoft has developed an abundance of BI training resources

for partnersfor partners– Includes Microsoft Official Curriculum; Training Courses; Includes Microsoft Official Curriculum; Training Courses;

Certifications; Deployment Kits; Hands-On Labs; MS Press Certifications; Deployment Kits; Hands-On Labs; MS Press Materials and more. Materials and more.

– Skills matrix found at Skills matrix found at www.microsoft.com/partner/biwww.microsoft.com/partner/bi. .

Next StepsNext Steps• Contact your local Partner Engagement Contact your local Partner Engagement

Manager Manager www.microsoft.com/education/partner for a

regional map

Engage in sales opportunitiesEngage in sales opportunities

• Profile your company and solution in Partner Profile your company and solution in Partner CentralCentral

https://microsoftuspartnernet.allegis.com

Support – Email Support – Email [email protected]

Contact Partner Program Manager for any Contact Partner Program Manager for any additional assistance additional assistance

Stacy McCannon (Stacy McCannon ([email protected])

Additional ResourcesAdditional Resources• Education Partner Web Site Education Partner Web Site

www.microsoft.com/education/partnerwww.microsoft.com/education/partner

• Microsoft in EducationMicrosoft in Educationhttp://microsoft.com/education/http://microsoft.com/education/

• Education eNewsletterEducation eNewsletterhttp://www.microsoft.com/education/?ID=newslettershttp://www.microsoft.com/education/?ID=newsletters

• MSDNAA MSDNAA www.msdnaa.netwww.msdnaa.net

• HSC informationHSC [email protected]@microsoft.com

© 2004 Microsoft Corporation. All rights reserved.© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, This presentation is for informational purposes only. Microsoft makes no warranties, express or implied,

in this summary.in this summary.

Thank YouThank You