Performance Management for Higher Education

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Performance Management for Higher Education

• Karen Williams, Vice President, Product Marketing
• Cognos Inc.

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Cognos The Leader in Business Intelligence

• 683M FY04 Revenue
• 22,000 Customers in 135 countries
• 80 of Fortune 1000
• 3,000 Channel Partners
• 3,000 Employees

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North American Higher Education Customers

• Wake Forest University, Medical
• Wilfred Laurier University
• York University
• Duke
• British Columbia Institute of Technology
• DeVry University
• Georgetown University
• Harding University
• Penn State University
• Princeton

• Purdue
• University of British Columbia
• University of Chicago
• University of Guelph
• University of Minnesota
• University of Texas
• University of Toronto
• University of Washington
• University of Waterloo
• University of Western Ontario

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The Next Hard ProblemWhats Your
Decision-Making System?

• How are decisions made?
• Does your system help define how decisions are
  made?
• Are you aligned?
• Does it provide visibility into key business
  drivers?
• Does every manager know?
• Is it a high participation system?
• Is it operationalized?

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Baseline ERP Systems and the Operational Cycle

• ERP systems automate operational cycles
• Focused on transactions
• Value
• Increased throughput
• Lower cost per transaction
• Integration across processes

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The Management Cycle

• Completely distinct from operational processes
  and systems
• Inconsistently and incompletely serviced in
  organizations

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Technology Challenges

• Multiple applications datasources
• Data quality and conformance
• Leveraging existing infrastructure and changing
  standards
• Distributed user base
• Softwares maturity

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Why Now?...The Perfect Storm

• Web
• Bandwidth
• Devices
• Standards
• Processing power

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Evolution of Technology Corporate Performance
Management
CORPORATEPERFORMANCEMANAGEMENT
MANAGEMENTPROCESSES
PLANNING BUDGETING
COMPETITIVE ADVANTAGE
REPORTING
TRANSACTION PROCESSES
WHOLE-COMPANYMANAGEMENT
FUNCTIONS
PROCESSES
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CPM Linking Strategy to Execution
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Visibility Accountability

• Gain visibility into operations, processes and
  performance
• Align people with objectives
• Actively monitor, analyze and report on timely,
  reliable information
• Make better informed decisions

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Predictability

• Provide accurate guidance on future performance
• Collaborate in a coordinated, real-time planning
  process
• Respond to changing conditions with confidence

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Students for Life
Higher Ed Intelligence
Improve Financial Performance
ImproveStudent Lifecycle Management
Improve Organizational Performance
Improve Advancements Management
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Cognos Higher Ed Intelligence
ImproveStudent Lifecycle Management

• Cognos helps improve recruiting and admissions
• Map recruiting and admissions against desired
  student population profile
• Focus recruiting
• Improve admissions performance
• Increase quality of graduating placements

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Cognos Higher Ed Intelligence
Improve Advancements Management

• Cognos helps improve advancements management
• Track and manage alumni information
• Understand where gifts come from, and where they
  will likely come from in future
• Assure endowments are used according to the
  conditions of gift
• Support business case for grant funding

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Cognos Higher Ed Intelligence
ImproveFinancial Performance

• Cognos helps improve financial performance
• Integrate planning, budget, and execution
• Tie budget to outcomes and results
• Deliver consistent environment from which to
  produce complex compliance and quarterly
  reporting
• Track and manage research funding

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Cognos Higher Ed Intelligence
Improve Organizational Performance

• Cognos helps improve organizational performance
• Obtain holistic view of organization
• Operate with one version of the truth
• Monitor and measure performance against goals
  established for success
• Deliver web portal for student, administration
  and teachers

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Higher Ed Customer Success
Reducing Risk

• Customer Profile
• University of Texas in Austin, with 16 Colleges
  21,000 faculty and staff, with 50,000 students

• Business Challenge
• Data rich, information starved
• Data not transparent, had to be interpreted

• Cognos Solution
• Web-based access to academic performance
  information aimed at Colleges (to start)
• Interactive analysis for executives
• Relational reports for administrative staff

• Benefits Realized
• Visibility into HR appointments
• Closer management of expendatures
• More detailed tracking of grants, pledges and
  gifts

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University of Texas - HR Appointments Cube
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University of Texas - Financial Activity Cube
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University of Texas - Annual Research Report
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University of Texas - Gifts and Pledges for
Capital Campaign
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Success Criteria for CPM

• Important as ERP II
• the more senior system driving ERP evolution
• Cross functional, systemic
• transforming whole organization
• Cross all time horizons
• activities are baseline requirement, one lens
• Enable high participation
• Engage front line in consumption and contribution