Strategic Enrolment Management – SUNZ Feb 2011
7 April 2023
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• Graeme Grieve– Wellington Institute of Technology
• SAS Data Warehouse Implementation Project Manager• Manager Business and Financial Performance for 7 years
– Financial Services / Banking Background• AMP, BNZ / NAB (Melbourne) / Michigan National Bank
(USA)I have held a suite of financial management and reporting roles both domestically and offshore specialising in the education and financial services sectors
Introduction
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Agenda
WelTec Background Business Need The Data Warehouse Next Steps
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WelTec – 2009 Key StatisticsTotal EFTS 4,465Total Students 10,747FTE 379.3Retention 84%Success 82%Total Revenue $49.2 millionNet Surplus $3.7 millionABM Result $1.1 millionCampuses Petone, Wellington,
Auckland, ChristchurchTertiary Education Commission has awarded WelTec a low risk rating for its financial performance.Tribal Education Ltd reports WelTec is one of only four ITP’s surveyed who are profitable.
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WelTec – Programme Areas By EFTS• Construction Trades• Business Studies• Automotive Technology• Hospitality• Engineering• Addiction , Counselling and Health Studies• Information Technology• Foundation• Creative Technologies• Hairdressing, Beauty Therapy and Make-up Artistry• Social Services• Built Environment• Horticulture and Landscaping• Travel & Tourism• Vetinary Nursing and Animal Care• Teaching and Training
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Environment Background WelTec is heavily reliant upon government funding
directly from SAC or other grant funding indirectly – ITO , student fees (e.g. student loans).
Impact of recent government policy changes EFTS caps Removal of soft funding and reduction in ACE provision Youth Guarantee Trades Academy Council role and Council appointments From 2012 some SAC funding (5% – 10%) will be dependent
upon retention and success of students. Student loan eligibility
Tertiary Education Strategy calls for better performance from the tertiary education sector as well as raising achievement for all learners and for Maori
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Strategic Enrolment Management
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Student Management
General Ledger
Timetable System HR
Information Silos
Data Gaps
Data Gaps
Business Reasons for a Data WarehouseWelTec has established a data warehouse and information delivery framework to enable Integration of data / removal of silos Student Management System is compliance focused rather than
business focused. Ability to shape reports and information to influence staff behaviour for
achievement of WelTec goals and objectives (scorecard) Enhance the quality and availability of information about students and
their demographics to better predict education outcomes One version of the truth, reducing cost of gathering information and to
increase the analysis of the information Business performance can be assessed against historical data
To improve education outcomes – secure funding
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Level 2 Data
Guided Analysis
ReportsBusiness Metadata
ARTENA
Finance One
Level 1 Data
Dashboards
Power User / Analyst
General Business User
WelTec’s Data Warehouse
Strategic Enrolment Management
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Leveraging predictive insight for proactive decision making
Why did WelTec partner with SAS• Partnership arrangement with SAS
• SAS has a strong education focus including their academic programme and research
• Prior successful dealings with SAS – Activity Based Management
• Strength / support of local SAS office and SAS partners (The Knowledge Warehouse Ltd)
• Implementation of SAS solution at other educational providers – The University of Newcastle
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• Governance– Sponsor– Steering Committee meetings– Project team meetings– SAS project team meetings– Weekly Status Reporting
• Risk Management– What could go wrong?– What could we do about it?
• Reduce impact• Reduce probability
– Prioritize– Review
SponsorMichael Hesp
WelTec Project Manager
Graeme Grieve
SAS Project Manager
Angus Galloway
SAS Project Director
Campbell JohnsSteering Committee
Michael HespGraeme GrieveCampbell Johns
Alan CadwalladerBrian Rumbelow
Amanda TorrBrian Rowe
Project Management
• Initiation– Establish business need– Business case development & approval
• Scoping & Planning– 6 week exercise to establish high level architecture – Agree scope, deliverables, timelines, assumptions
• Requirements Gathering– Focused on reporting
• Design– Transform requirements into systems design– Level 1, Level 2, Info Maps/Report template– Detailed Architecture Design
• Build– Software installation & configuration– Level 1, Level 2, Info maps & reports
Project Phases• Test
– System Test (SAS)– User Acceptance Testing (WelTec)
• Implementation– Development of tested build -> Test &
Production– Go Live & Handover to WelTec BAU– Lessons Learned
Who SAS Role Champion Type
Jacquie Broome BI Generator Reporting Group
Kerryn Andersen BI Generator Reporting Group
James Smith BI Generator Reporting Group
Graeme Grieve BI Generator Reporting Group
Neville Weal BI Generator Reporting Group
Michelle Thomson BI Generator Reporting Group
Mary Weddell Report Generator User Group (Resource Centre)
Margarette Weddell Report Generator User Group (Student Experience)
Colleen Hurley Report Generator User Group (Faculty)
Sue O’Connor Report Generator User Group (Faculty)
Barbara Kelly Report Generator User Group (Registry , Artena 09)
Caryn Ellis Report Generator User Group (CEO Area)
Doug Webb Report Generator User Group (Training)
Champions
Business Developer and User Groups
Release 0 - Post Implementation
Review
DWH KPI Reporting (Balanced Scorecard)
DWH Benefits plan for 2011/12
Fees Go Live
Fees DWH Requirements
DWH Fees Integration
DWH Release 0
Close Project
Enrolment Pipeline and Online integration
Phase 1
HR System moved in house
HR System Stable and
PR Complete
CRM+Pipeline Requirements
DWH Planning and Budgeting Go Live
Release 0 to
Production
Core Systems Owners Group
DWH Ad-hoc
Reporting
Artena 07 DWH
Release 0Pipeline needs
defined
Academic Pilots CRM
and Live@Edu
Phase 3
Phase 4
DWH/HR integration
HR system established
Finance One
Integration
EIS Decommissioned
Phase 2
Pilot Live@Edu
Single Sign-on and AD
integration
DWH Service Desk /SLA
KPIs Integration
DWH enables competitive advantage
Data normalisation and cleansing
PM10 Mandatory
PM10 Desired
Decommission EIS
DWH Artena Reporting (M)
DWH Artena 09 Upgrade
Rehearse EIS
Shutdown
Data enabled WelTec
Data Quality Standards/G
aps
Release 2 Artena 09 + Interfaces
Environments/Virtualisation and Production Release
Management
Production Spt & rehearse EIS
Shutdown
AD Security for
Warehouse data access
SAS Updates
DWH Vision and Comms
Business Rules and Glossary in
Portal & used.
Fact Based Culture
@WelTecDWH
Programme Definition Doc
DWH Reconciliation
DWH Update/ETL Monitoring
A++ Integration
DWH Business Benefits
(EMT)
Academic and Faculty
Systems (AC)
2010 – Feb 2011
Mar – May 2011
June – Aug 2011
Sept – Dec 2011 2012
Finance and Facilities Systems
(MH)
Registry Systems
(AT)
Data Warehouse Programme (ITGC/MH)
IT Services Support (BR)
Student Experience & Marketing
(EMT/ITGC/TA)HR Systems (EMT/MB-S)
Data Governance (EMT/ITGC)
DWH Artena Reporting
(D)
Interfaces options paper (GG)
Data Warehouse Strategic Roadmap
CompletedKeyIn Progress
Any Questions ?