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Higher Education Solutions
Darryn Hinett
Business Solutions Director
Obtain Insight to Better Manage the Institution
© 2010 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
© 2010 Oracle Corporation – Proprietary and Confidential
• Leadership in Higher Education
• Obtaining Insight to Better Manage the Institution
• Results Achieved by Oracle Customers
Agenda
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle in Higher EducationDid You Know?
10 of the top 10 research institutions in the U.S. get better results with Oracle
Many of the top academic institutions in Europe get better results with Oracle
23 of the top 40 Australian universities get better results with Oracle’s student system solution
20 of the top 20 academic universities worldwide get better results with Oracle
© 2010 Oracle Corporation – Proprietary and Confidential
The Challenges We’re Hearing
Limited Resources and Budget Constraints:How can I consolidate and streamline my institution’s administrative and academic operations and systems to drive down costs and improve productivity?
“Like everyone in the current financial climate, institutions have to do their fair share of belt tightening. We now call on all institutions to focus on delivering excellent services to students and our research base, and to manage their costs efficiently.” – David Lammy, Higher Education Minister, United Kingdom, March 18, 2010 interview in the Telegraph, “Warning Over University Budget Cuts”
“As revenues are pressured and balance sheets weakened, we expect boards and management of universities to increasingly focus on operational management and improving their ability to respond to a rapidly changing environment.” – Moody’s U.S. Public Finance, U.S. Higher Education Outlook, 2009
!
Constant Concern & Issues Regarding Security & Privacy Risks:How can I ensure the information scattered throughout my institution is secure from unauthorized access and that privacy policies are protected while allowing my constituents to have appropriate access?
“Lawmakers, regulators, and advocates are increasingly focused on data security and breaches of it. Data security is becoming a risk-management priority at universities.” – General Counsel, American Council on Education, March 2010
!
© 2010 Oracle Corporation – Proprietary and Confidential
The Challenges We’re Hearing
Fragmented, Unreliable or Inaccessible Information:How can I gather the complete and accurate information I need to improve my ability to forecast and evaluate alternatives, measure performance, and make informed decisions?
“An increasingly complex and high-stakes environment for institutional information, including the need to aggregate a larger number of data sources, to provide more security without compromising authorized access and to adhere to regulatory and compliance demands, is prompting many institutions to consider more sophisticated and robust business intelligence(BI) solutions as a powerful tool to improve performance and demonstrate effectiveness.” – Ovum, Nicole Engelbert, Practice Leader Technologies Industries, April 2010
!
Inflexible Systems and Learning Environments:How can I support increasingly diverse and agile teaching and learning environments, provide tools to enhance student success, and improve the learner’s experience with the institution?
“Ovum strongly encourages institutions to share data across their LMS, SIS, and CRM solutions; it is the ‘holy grail’ of relationship management as it creates a truly 360-degree view of the student’s institutional experience and includes a more complete and ultimately powerful set of factors influencing their success.” – Ovum, Nicole Engelbert, Practice Leader Technologies Industries, April 2010
!
© 2010 Oracle Corporation – Proprietary and Confidential
A Closer Look…
Fragmented, Unreliable or Inaccessible Information!
“Unfortunately, unlike the corporate sector, higher ed does not have clear and concise definitions for productivity, nor does it have consensual agreements about the kinds of data that are needed to measure “academic” productivity — for instruction, for learning, or for institutional operations.”
– K.C. Green, The Campus Computing Project
“Most colleges and universities are awash in data. Unfortunately, they lack the capacity to seamlessly turn their data into meaningful information. Nor can they easily access, combine, & repurpose that information to support analysis, drive decision making, and improve student success.”
– Donald M. Norris & Joan Leonard, Strategic Initiatives, Inc., 2008
© 2010 Oracle Corporation – Proprietary and Confidential
A Closer Look…
RecruitingData
Admissions Development FinanceRecruiting
Analyses, Reports
InstitutionalLeadership
IT
GrantsData 1
HRData N
FinanceData 1
FoundationData N
DataWarehouse
ApplicantData
Data Silos Inhibit Effective Collaboration & Sharing of Information
!
© 2010 Oracle Corporation – Proprietary and Confidential
• Leadership in Higher Education
• Obtaining Insight to Better Manage the Institution
• Results Achieved by Oracle Customers
Agenda
© 2010 Oracle Corporation – Proprietary and Confidential
Obtain Insight to Better Manage the Institution
Requirement Oracle Capability The Oracle Difference
Enable strategic decision-making by moving from reactive mgmt to informed, predictive modeling across the institution
Business Intelligence, CRM Analytics, ERP Analytics, Modeling, Operational Analytics
Only vendor with complete solution for forecasting, modeling, and planning specific to the needs ofhigher education institutions
World’s most complete, institution-wide performance management solutions in the market today
Effectively measure and manage institutional performance
Enterprise Performance Management, Enterprise Manager, Analytics, Dashboards
Ensure information is accurate and complete
Best-in-class integration and interoperable data management tools for highest-quality data
Higher Education Constituent Hub, Master Data Management, Data Service Integrator
© 2010 Oracle Corporation – Proprietary and Confidential
Obtain Insight to Better Manage the Institution
Requirement Oracle Capability The Oracle Difference
Enable strategic decision-making by moving from reactive mgmt to informed, predictive modeling across the institution
Business Intelligence, CRM Analytics, ERP Analytics, Modeling, Operational Analytics
Only vendor with complete solution for forecasting, modeling, and planning specific to the needs ofhigher education institutions
World’s most complete, institution-wide performance management solutions in the market today
Effectively measure and manage institutional performance
Enterprise Performance Management, Enterprise Manager, Analytics, Dashboards
Ensure information is accurate and complete
Best-in-class integration and interoperable data management tools for highest-quality data
Higher Education Constituent Hub, Master Data Management, Data Service Integrator
© 2010 Oracle Corporation – Proprietary and Confidential
Effectively Measure & Manage Institutional Performance
• The objective of each layer is to support the layer above
• All the layers need to be aligned. You can’t expect an efficiency-based infrastructure to support a transformational business strategy
• Transformation can only occur within an efficient, effective environment
© 2010 Oracle Corporation – Proprietary and Confidential
BI Standardization Requires a Foundation to Minimize Cost and Maximize Benefit
• Single solution – storage to scorecard
• Preconfigured BI apps
• Powerful self-service
• High scalability
• Consistent definitions
IT Business
DevelopmentEfficiency
Cost Savings
Scalability
Impa
ct
High
Low
One Versionof the Truth
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle’s Integrated Analytic Solution
• Sales• Marketing• Service • Contact Center• Price• Loyalty
• Higher Education• Healthcare• Transportation• Retail
• Financials• HR• Procure & Spend• Projects• Supply Chain• Order Mgmt
• Financial Close• Strategic Planning• Planning & Forecasting• Profitability Management
SINGLE
ENTERPRISE
INFORMATION
MODEL
REPORT
ANALYZEFORECAST
MODEL
© 2010 Oracle Corporation – Proprietary and Confidential
SOLUTIONS• Oracle Business Intelligence Enterprise Edition Plus
• Oracle Business Intelligence Publisher
• PeopleSoft Enterprise – Financial Mgmt Suite, Human Capital Mgmt Suite, Performance Mgmt Warehouse, Financial Warehouse, Human Capital Mgmt Warehouse
CHALLENGES / OPPORTUNITIES• Extract timely data from FSU’s human resources (HR) and
financials systems in a user friendly and cost-effective manner to improve decision making and efficiency university-wide
• Meet the needs of various FSU departments, which include analyzing university-wide spending trends, confirming accurate payrolls & tracking grants / expenses for research projects
• Provide data required to comply with regulations, including payroll and demographic reporting and statutory reports for Federal and state-funded research projects
CUSTOMER PERSPECTIVE
“We are not just delivering reports, but driving a shift toward improved decision-making and increased transparency university wide.”
Michael Barrett, Chief Information Officer
RESULTS
• Reduced IT resources by 50% by modifying pre-built reports
• Estimated saving US$ 360,000 in three years after retiring legacy SAP BusinessObjects system and standardizing on Oracle Business Intelligence Enterprise Edition
• Simplified mgmt of more than US$ 200M grants using alerts to avoid budget overages & decreased statutory reporting time from one month to one week
OVERVIEW• A leading research university serving more than 40,000
students, offering undergraduate, graduate, doctoral & specialist degrees
• Employees: 13,000, Revenue: US$ 446M
Florida State University Improves Decision-Making with Business Intelligence Tools
© 2010 Oracle Corporation – Proprietary and Confidential
Obtain Insight to Better Manage the Institution
Requirement Oracle Capability The Oracle Difference
Enable strategic decision-making by moving from reactive mgmt to informed, predictive modeling across the institution
Business Intelligence, CRM Analytics, ERP Analytics, Modeling, Operational Analytics
Only vendor with complete solution for forecasting, modeling, and planning specific to the needs ofhigher education institutions
World’s most complete, institution-wide performance management solutions in the market today
Effectively measure and manage institutional performance
Enterprise Performance Management, Enterprise Manager, Analytics, Dashboards
Ensure information is accurate and complete
Best-in-class integration and interoperable data management tools for highest-quality data
Higher Education Constituent Hub, Master Data Management, Data Service Integrator
© 2010 Oracle Corporation – Proprietary and Confidential
Where is Your Student Information?
Student Information
System
Human Resource System
Conference / Event
Systems
External Vendor
SystemsBenefits
Parking
Security
Directory
Alumni
Advancement
Vendor
Judiciary
Learning Management
System
Athletics
CRMSafety
OneCard
eMail Contracts
Gmailhotmail
Grad School Admission
Continuing Education
Library
Health Center
Hospital
Faculty Information
Systems
Helpdesk
Dining Services
Career Services
Student Activities /
Student Life
Counseling Services
Extension Services
IdM
OracleData HubOracle
Data Hub
Ensure Information is Accurate and CompleteHousing
© 2010 Oracle Corporation – Proprietary and Confidential
Unify
SISSIS
HRHR
CRCR
CustomCustom
LegacyLegacyIdMIdM
HostedHosted
FINFIN
3rd3rd
Higher Education Master Data Mgmt SolutionUnify Data from Multiple System of Records
Unify Person Data continuously from across the enterprise
Single authoritative source of all types of constituent data
© 2010 Oracle Corporation – Proprietary and Confidential
Higher Education Master Data Mgmt SolutionRationalize
Unify Person Data continuously from across the enterprise
Rationalize Person Data to achieve unique, complete and correct Person profile
Unify
Rationalize
SISSIS
HRHR
CRCR
CustomCustom
LegacyLegacyIdMIdM
HostedHosted
FINFIN
3rd3rd
Single authoritative source of all types of constituent data
© 2010 Oracle Corporation – Proprietary and Confidential
Unify
RationalizeD
istri
bute
SISSIS
HRHR
CRCR
CustomCustom
LegacyLegacyIdMIdM
HostedHosted
FINFIN
3rd3rd
Higher Education Master Data Mgmt SolutionDistribute
Unify Person Data continuously from across the enterprise
Rationalize Person Data to achieve unique, complete and correct Person profile
Distribute Person Datasuch as previous student id, new address, phone number, email, etc to all subscribing university systems
Single authoritative source of all types of constituent data
© 2010 Oracle Corporation – Proprietary and Confidential
CHALLENGES / OPPORTUNITIES• As the various PeopleSoft modules go live, the
relevant EPM-CSW data marts are also brought into production in ‘lock step”
• Relevant reports are needed soon after each go-live. The goal is to provide Business Intelligence reports for that functional area from the warehouse as soon as possible after a particular module is live
CUSTOMER PERSPECTIVE
“The Campus Solutions Warehouse needed to co-exist with a +10 year-old CU customer warehouse for HR, FIN and SIS data. The central warehouse provides a “common-core” warehouse structure across the higher education industry worldwide among EPM - CSW customers, allowing sharing of problem solving, reporting strategies, regulatory adaptations, and more.”
Kari Branjord, Executive Director, MetamorphoSIS Project
RESULTS
• Allowed the Institution to focus on addressing gaps that were relevant to University of Colorado
• The institution continues bringing up additional subject areas following the go-live of the transactional PeopleSoft modules
OVERVIEW• Founded in 1876
• Three Campuses: Boulder, Colorado Springs & Denver
• Approx. 56,000 Students, 32,000 Employees
• Ranked seventh among US public universities in federal research expenditures in science and engineering
SOLUTIONS• PeopleSoft Campus Solutions
• PeopleSoft Customer Relationship Management
• PeopleSoft EPM, Campus Solutions Warehouse
• PeopleSoft Enterprise Portal
• Oracle Fusion Middleware
• Siebel UCM for Master Data Management
• User Productivity Kit
University of Colorado Consolidates Student Information Institution-Wide
© 2010 Oracle Corporation – Proprietary and Confidential
Obtain Insight to Better Manage the Institution
Requirement Oracle Capability The Oracle Difference
Enable strategic decision-making by moving from reactive mgmt to informed, predictive modeling across the institution
Business Intelligence, CRM Analytics, ERP Analytics, Modeling, Operational Analytics
Only vendor with complete solution for forecasting, modeling, and planning specific to the needs ofhigher education institutions
World’s most complete, institution-wide performance management solutions in the market today
Effectively measure and manage institutional performance
Enterprise Performance Management, Enterprise Manager, Analytics, Dashboards
Ensure information is accurate and complete
Best-in-class integration and interoperable data management tools for highest-quality data
Higher Education Constituent Hub, Master Data Management, Data Service Integrator
© 2010 Oracle Corporation – Proprietary and Confidential
Enable Strategic Decision-Making
Deliver Better Insight to Customers in Multi-Application Environments
DASHBOARDS
•Visible
BENEATH THE SURFACE
•Mapping to multiple applications and data transformation all take expertise and time
© 2010 Oracle Corporation – Proprietary and Confidential
Continuum of Analytic Needs
Ad-Hoc Analysis
Reporting
Modeling
Forecasting
Future Oriented
Static
Dynamic
Past Oriented
© 2010 Oracle Corporation – Proprietary and Confidential
Continuum of Analytic Needs• PeopleSoft Customer
- PSQuery- nVision- Crystal- PS SQR- XML Publisher- Warehouse with an OLAP tool
• EBS Customer- Oracle Reports- Oracle Discoverer- Daily Business Intelligence- XML Publisher- Warehouse with OLAP tool
• OBIEE Plus- BI Publisher- Answers- Dashboards- Microsoft Office (SmartViews)- Proactive detection & alerts- Essbase Integration
• BI Applications
© 2010 Oracle Corporation – Proprietary and Confidential
Continuum of Analytic Needs
• PeopleSoft Customer- ACE- Excels- Custom developments
• EBS Customer- Excels- Custom developments
• Essbase- Integration with OBIEE
• Forecasting / Predictive Modeling- Crystal Ball- Data Mining
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle’s Enterprise Performance Management SystemComplete, Open, Integrated
Information Delivery
ExcelXML
OLTP & ODSSystems
Oracle, PeopleSoft, JDE
Siebel, SAP, Fusion
BusinessProcess
Data MartsData Warehouse
Database Machine
OLAP Cubes
Fusion Middleware
Business Intelligence Foundation
EPM and BI Applications
© 2010 Oracle Corporation – Proprietary and Confidential
Interactive Dashboards
Reporting &Publishing
Ad-hoc Analysis
Detect & Alert
Mobile &Disconnected
Office Integration
Search Embedded
Common Information DeliverySecure, Role-Based, Information Access & Delivery
ExcelXML
OLTP & ODSSystems
Oracle, PeopleSoft, JDE
Siebel, SAP, Fusion
BusinessProcess
Data MartsData Warehouse
Database Machine
OLAP Cubes
Fusion Middleware
Business Intelligence Foundation
EPM and BI Applications
© 2010 Oracle Corporation – Proprietary and Confidential
Performance Management and BI ApplicationsMarket-Leading, Comprehensive, Integrated
Interactive Dashboards
Reporting &Publishing
Ad-hoc Analysis
Detect & Alert
Mobile &Disconnected
Office Integration
Search Embedded
ExcelXML
OLTP & ODSSystems
Oracle, PeopleSoft, JDE
Siebel, SAP, Fusion
BusinessProcess
Data MartsData Warehouse
Database Machine
OLAP Cubes
Fusion Middleware
Business Intelligence Foundation
ERP Analytics
Strategy Management
Financial Close and Reporting
Planning & Forecasting
Profitability Management
CRM Analytics
Industry Analytics
© 2010 Oracle Corporation – Proprietary and Confidential
Highly Scalable BI FoundationProviding Insights Across the Enterprise
Interactive Dashboards
Reporting &Publishing
Ad-hoc Analysis
Detect & Alert
Mobile &Disconnected
Office Integration
Search Embedded
ExcelXML
OLTP & ODSSystems
Oracle, PeopleSoft, JDE
Siebel, SAP, Fusion
BusinessProcess
Data MartsData Warehouse
Database Machine
OLAP Cubes
Fusion Middleware
ERP Analytics
Strategy Management
Financial Close and Reporting
Planning & Forecasting
Profitability Management
CRM Analytics
Industry Analytics
EssbaseBI Server Dimension Management
Predictive Analytics
Common Enterprise Information Model
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle’s Enterprise Performance Mgmt SystemComplete, Open, Integrated
Business Intelligence Foundation
EPM and BI Applications
InformationDelivery
Interactive Dashboards
Reporting &Publishing
Ad-hoc Analysis
Detect & Alert
Mobile &Disconnected
Office Integration
Search Embedded
ExcelXML
OLTP & ODSSystems
Oracle, PeopleSoft, JDE
Siebel, SAP, Fusion
BusinessProcess
Data MartsData Warehouse
Database Machine
OLAP Cubes
Fusion Middleware
ERP Analytics
Strategy Management
Financial Close and Reporting
Planning & Forecasting
Profitability Management
CRM Analytics
Industry Analytics
EssbaseBI Server Dimension Management
Predictive Analytics
Common Enterprise Information Model
© 2010 Oracle Corporation – Proprietary and Confidential
CHALLENGES / OPPORTUNITIES• Provide a central budgeting solution for INHolland
University of Applied Sciences’ 15 sites
• Replace the legacy Excel-based solution, which is used for budgeting & forecasting to ensure accurate activities
• Achieve tactical and strategic forecasting capabilities across financial operations
• Connect with existing systems and applications, allowing central retrieval of process and student information
• Implement the solution in four months and within budget, with minimal disruption to operations to close a fiscal year
CUSTOMER PERSPECTIVE
“Oracle’s Hyperion Planning is a central environment for our planning and control processes.”
Arie Staat, Head of Information Management
RESULTS
• Enabled the university to make its multi-year budgeting process consistent with the yearly planning and control cycle
• Achieved greater control of financial budgets with scenario-creation capabilities
• Enabled faster budget consolidation and more rapid identification of potential errors
• Decreased planning and control cycles to two months and reduced error rates by 95%
OVERVIEW• A higher education institution in the Netherlands that
provides education for appx. 33,000 students at 11 sites
• Employees: 2,800
• Revenue: US$ 200M
SOLUTIONS• Hyperion Planning
INHolland University of Applied Sciences Speeds Planning, Cuts Error Rates by 95%
© 2010 Oracle Corporation – Proprietary and Confidential
Summary: Obtain Insight to Better Manage the Institution
• Support modeling capabilities and create accurate forecasts more frequently, easily, with more variables and in less time
• Integrate financial and operational planning and budgeting
• Reduce budget cycles by weeks or months
Enable Strategic Enable Strategic Decision-MakingDecision-Making
• Consolidate operational and constituent information across all the systems in your institution
• Enhance the quality of data and constituent information
• Govern and manage the capture and sharing of information about each constituent, supplier or entity
Ensure Information is Ensure Information is Accurate and Accurate and
CompleteComplete
• Align institutional objectives and strategies
• Access is real-time, available through easy to personalized dashboards, improving the decision-making of constituents
• Provide an infrastructure that builds a culture of business intelligence across your institution
Measure and Manage Measure and Manage Institutional Institutional PerformancePerformance
Oracle’s Higher Education Footprint
OracleOracle
ISV Partners
Library
Relationships
Student ServicesStudent Services RetentionRetention Lifelong InvolvementLifelong InvolvementRecruitingRecruiting
Customer Interaction Channels
ParentsParents FacultyFaculty StaffStaff AlumniAlumniApplicants / StudentsApplicants / Students VendorsVendors Business PartnersBusiness Partners Economic PartnersEconomic Partners
AnalyticsStudent Administration
Campus Solutions and Constituent ManagementConstituent Mgmt Auxiliary Applications
Self-ServiceSelf-Service
AdmissionsAdmissions
Degree AuditDegree Audit
Financial Aid / Student AccountsFinancial Aid / Student Accounts
Academic AdvisingAcademic Advising
Grade BookGrade Book
Records & RegistrationRecords & Registration
MarketingMarketing
Online MarketingOnline Marketing
Tele-MarketingTele-Marketing
SupportSupport
HelpdeskHelpdesk
Advancement Alumni Dev.Advancement Alumni Dev.
Course Management
Scheduling
Housing
Parking
Learning Management
Personal Portfolio
Food Service
Accountability andPerformance Measurement
Accountability andPerformance Measurement
Campus Warehouse Campus Warehouse
ReportingReporting
Data MiningData Mining Multi-Channel CommunicationsMulti-Channel Communications
Bookstore
Institutional AdministrationGovernance& ComplianceGovernance& Compliance
TrainingTraining
Treasury /Cash MgmtTreasury /Cash Mgmt
IT Asset MgmtIT Asset Mgmt
Project MgmtProject Mgmt
Real Estate MgmtReal Estate Mgmt
Maintenance MgmtMaintenance Mgmt
HelpdeskHelpdesk
GrantsGrants
ClinicalsClinicals
FinancialsFinancials
Source to SettleSource to Settle
BudgetBudget
CatalogCatalogContentContentPayrollPayroll
HRHR
Course CatalogCourse Catalog
Infrastructure
MobilityMobility Hubs / Master Data MgmtHubs / Master Data Mgmt Integration Framework / SOAIntegration Framework / SOA
Identity & Security ServicesIdentity & Security Services NetworkingNetworking DatabaseDatabase Operating SystemOperating System
Virtual MachineVirtual Machine ServerServer StorageStorage Systems & Data Center MgmtSystems & Data Center Mgmt
Development ToolsDevelopment Tools
© 2010 Oracle Corporation – Proprietary and Confidential
• Leadership in Higher Education
• Obtaining Insight to Better Manage the Institution
• Results Achieved by Oracle Customers
Agenda
© 2010 Oracle Corporation – Proprietary and Confidential
reduced in-person transactions for students by 80% and enabled
98% of students to access and secure receipts online
significantly increased enrollments between 20-30% semester over semester with improved operational efficiencies
can now complete a deployment and patch software in just an hour that would have previously taken 7-9 hours
reduced time to generate HR and financial reports by 90% and collects tuition and fees through online student credit card processing tool
implemented a cost-effective and reliable procurement application for 270 authorized users who purchased more than 95% of scientific items from the university’s online procurement data warehouse
Higher Education Customer Results
reduced account provisioning time from 24 to 26 hours to just 30 to 45 minutes and Eliminated the need for users to log-in multiple times, delivering easy-to-access, customized interfaces for diverse users
© 2010 Oracle Corporation – Proprietary and Confidential
Offers a complete, integrated set of solutions for higher education
Provides institution-wide, scalable solutions to secure and govern the many sources of information in an institution
Enables an educational landscape to dynamically connect teaching, learning and administrative environments
Delivers an agile, flexible framework and solutions that propel innovation and enables actionable insight
Only Oracle…
The Oracle Difference