On March 26 and 27, the Synch-Solutions Data Warehousing (DW) and Business Intelligence (BI) team participated in the INAIR (Indiana Association for Institutional Research) 23rd Annual Conference in Indianapolis. INAIR is composed of faculty and staff at Indiana’s public and private, two- and four-year colleges and universities, and others who are interested in the study of postsecondary education. It provides a platform for the dissemination of information and interchange of ideas on problems of common interest in the field of Institutional Research. INAIR is dedicated to fostering unity and cooperation among Institutional Researchers at Indiana colleges and universities. It is a regional affiliate of the international Association for Institutional Research (AIR). Institutional Research is crucial to institutions of Higher Education for its role in mining and analyzing data.

Institutional Researchers are the key drivers of new analytical strategies for reducing time, effort and redundant work. Some institutions maintain this group as a standalone unit, while others include Institutional Research in the Department of Information Technology. Research staff may be called Institutional Researchers, or may be assigned titles according to the nature of their work, such as Information Analyst or Management Analyst.

Our Vendor Presentation

On the second day of the conference, the Synch-Solutions team presented on “Institutional Performance Visibility Through Data Warehousing and Business Intelligence.” In this presentation, we put forth insights on DW concepts, BI tools, project initiation and the real power of Institutional Intelligence available to those who employ the tools and processes with the proper mindset. Many Institutional Researchers attended Synch’s presentation and participated in the Q&A session. The interactive nature of the presentation enabled Institutional Researchers to share their current challenges and expectations with Synch team. DW concepts and BI tools can give institutions the edge to stay competitive in an increasingly demanding and challenging field.

At the Exhibit Hall

In addition to making the presentation, Synch-Solutions’ DW and BI team also exhibited at the conference expo. We managed an exhibitor booth to share Synch’s profile and service offerings. The highlight at our booth was our Student Administration Dashboard Demo. The Institutional Researchers were intensely interested in understanding the functionality, technology and Key Performance Indicators (KPIs) that are essential for developing a Digital Dashboard for an institution.

The demo of Synch-Solutions’ Student Administration Dashboard for Higher Education illustrated how, using only 2 significant KPIs, along with more than 15 measures and 9 dimensions with drill-through capability, the dashboard was capable of providing up to 4,000 static reports. The Institutional Researchers liked the multidimensional design and slice-and-dice functionality, and made such comments as, “This is a perfect solutions for improving the efficiency of my department and its capacity to meet the needs of all of our stakeholders.

Institutional Research + Business Intelligence = Institutional Intelligence

Data Warehousing and Business Intelligence can no longer be framed as “long-term goals” for institutions of Higher Education. They are widely embraced technologies that are highly valued for institutions that have implemented them. Such institutions stand as living proof of the effectiveness of DW and BI. 

The Synch team gained valuable experience and knowledge at the INAIR conference, and we are looking forward to attending the Association for Institutional Research (AIR) 49th Annual Forum in Atlanta from May 30 to June 3. We hope to see you there!

No one would argue that much is turbulent in our economy today, and this turbulence certainly extends to educational institutions as well. Yet, even in more stable times, educational institutions are subject to changing enrollment trends and regulatory requirements, regardless of the economic conditions, and their leaders must maintain the institutions’ abilities to perform. In spite of cuts in budgets and resources, colleges and universities must find ways to thrive in the face of the following challenges:
- State colleges are being deluged with record numbers of student applications, while applications for private colleges are declining due to the higher tuition costs at these institutions.
- Community and specialty colleges are showing increases in the numbers of applications, due to lower costs of tuition and a workforce seeking to retool skill sets in preparation for “the next big thing.”
- Business colleges and universities continue to receive student applications from strong international candidates, despite stringent admission and immigration requirements.
- Federal student financial aid reporting requirements are changing in 2009, along with many college board, state and local reporting requirements.

To meet these challenges, educational institutions are faced with a dilemma. They must either (A) continuously modify their current Student Administration systems to address the new requirements, or (B) upgrade their current Student Administration systems to incorporate new requirements.

At the HEUG (Higher Education User Group) Alliance 2009 conference in Anaheim, California, Oracle addressed the educational challenges by stating the following commitments, relative to its PeopleSoft Campus Solutions product:
- Minimize operational disruption and the capital costs that have often been experienced with major upgrades
- Deliver Campus Solutions as a stand-alone instance
- Give customers options for HCM (Human Capital Management) integration

The release of Campus Solutions 9.0 achieves these goals by offering the following for upgrade customers:
- Campus Solutions 9.0 (CS 9.0) will be the base foundation application being supported.
- CS 9.0 will be independent of HCM 9.1 (CS 9.0 remains connected to HCM 9.0).
- Additional changes will be implemented using feature packs. A feature pack is one or more enhancements and/or one or more new features that can be applied directly to the current release, without an upgrade event.
- Campus Solutions products will be migrated to service-enabled technology over time.
- CS 9.0 includes enhancements and features that were originally targeted for CS 9.1.
- HCM 9.1 and CRM 9.1 integration are included.
- Service-enabled core product modules (Admissions, Enrollment, etc.) are included.

For those who choose the Oracle legacy path (option A), the caveats are as follows:
- If you are on Campus Solutions 8.9 or earlier, support will last only the next few years and will vary by support contract.
- Any future government-mandated changes will require software customizations.
- Maintenance to legacy systems will need to address both new requirements and modifications to old requirements.

The key benefit in the upgrade option is no further upgrade events. Anyone who has gone through an upgrade realizes the resources, expenses and time needed for such an endeavor. Limiting that impact by using service-enabled (e.g, Oracle Fusion or Java-based) modules is clearly a step in the right direction, and minimizes the impact on costs and resources.

Adrian Sannier, Arizona State’s university technology officer believes, to the depth of his being, that it is.  And he expressed his powerful thought leadership position regarding what the shift is all about and what to do about it in his presentation at Campus Technology’s July 2008 conference.  In an incredibly informative and colorful keynote speech, he laid out six components of the new paradigm that he believes must be elucidated, embraced and executed.  Component #1 is the most controversial but, perhaps, most essential because it enables the other five.  Component #1 “liberates the resources” as Adrian says, to do the rest.

You just have to hear it to appreciate the intensity of his conviction regarding the need for change in how information technology is managed in higher education!  Here is the link to listen to Adrian’s presentation – 73 minutes of transformative and energizing thinking about what the future can hold for institutions that embrace change!  Adrian paints a clear vision of the path that can lead to enhanced learning and educational value through a restructuring of the technology environment – in keeping with a strategy that separates “the core” from “the context.” 

Much more cost effective strategies exist today for maintaining “the context,” – meaning the software applications that have become mere commodities that are essential but not differentiating – than are currently being utilized by the majority of universities.  When they are employed, budgets can be reallocated to take advantage of the host of “core” technologies that facilitate collaboration, informed decision-making for stakeholders, and learning…with the agility to embrace the new and upgraded technologies as they continue to emerge onto the scene.

In this new era of modern technology, Higher Education is in the midst of rapid change in response to environmental, social, economic, technological and political transformations occurring worldwide. As a result, institutions of Higher Education are facing ever more numerous operational challenges. In order to survive these challenges, Higher Education needs new institutional strategies and decision-making processes. For a Higher Education institution to prosper and perform efficiently, all levels of campus staff and administration must collaborate to create a wave of change by implementing Business Intelligence to manage and monitor campus performance. Going one step higher, a digital dashboard provides a view of campus performance that can be directly mapped to campus vision and mission.

So to all Higher Education institutions out there, please take this opportunity to re-strategize your campus performance management in order to gain or maintain a competitive edge!

In our last entry, we discussed the data warehouse’s role in the digital dashboard for Higher Education. In parallel to the data warehousing technology, Business Intelligence (BI) is a system of reports, metrics and dashboards designed to drive decisions that optimize an organization’s performance. Reports, scorecards and digital dashboards are some BI applications that could be designed using data warehousing technology. Business Intelligence components reside on the data warehousing platform to enable end users to access them more efficiently.

BI performance management software for Higher Education enables you to:
• Calculate curriculum costs
• Identify good fundraising programs and sources (e.g., Alumni)
• Monitor student headcount and performance, program outcomes, school reputation, national agendas and other KPIs
• Share secure Web-based information with all stakeholders
• Manage endowments and recruitment through driver-based planning
• Spot high- and low-performance schools or programs
• Map enrollment to attendance and attendance to performance
• Speed compliance reporting

We’ll wrap up with our conclusions regarding the digital dashboard for Higher Education in our next entry.