Using Informer For Management Decisions

Vicki CiucioUniversity of South Florida

10/11/2010

Objectives

Presentation Format Management & Coordinators (Tell/Show) Registration & Maintenance (Tell/Show)

Questions and Answers

Time Sequence

Time Sequence

CE Combat Report Run Weekly – Scheduled Report

Two week projection (Friday morning actions) Decisions

Rush marketing via emails or phone calls Run or cancel sessions/Director exception Add additional session based on waitlist number

Combat Report

Aging Report Run Bi-Monthly

Scheduled to email Balance against financial system reports

Past due accounts Immediate actions Planned actions

Aging Report

Method of Registration Report Run Quarterly and Annually

Pivot table and graphs via Excel Decisions

Used to partially allocate costs Operational/resource changes Determine obsolete methods

Method of Registration Report

Method of Registration ReportHighest Cost

Highest Cost

Cancelled by Reason Report Run Quarterly and Annually Decisions:

Obsolete courses Scheduling frequency Problem cases/recurrences (instructor availability) Documented emergency impacts (Hurricane/H1N1)

Cancelled by Reason Report

Sessions Ran Minimum/Maximum Report Run Quarterly and Annually Decisions:

Pattern of enrollments (min/max) Market demand –

Adjustments to minimums Adjustments to price Alternative marketing

Contracts Open Enrollment

Sessions Ran Minimum/Maximum Report

Revenue by Product (Areas/Courses) Report Run Quarterly and Annually Decisions:

Input to allocate CE overhead Pricing and frequency adjustments Personnel actions (performance)

Revenue by Product (Areas/Courses) Report

Time Sequence

Sessions without Rolls Report Run Weekly Ensures course cycle completed Ensures database integrity

Sessions without Rolls Report

Method of Registration Cleanup Report Run Monthly Ensures database integrity Ensures complete data for Annual/Qtr Reports Ensures accurate data for management decisions

Method of Registration Cleanup Report

Ad Hoc Reports – Uses Database maintenance Special Group Needs –

SACS information Military participants Workforce Board participants

Ad Hoc Reports

Informer Reports - Other Uses Decreased handholding via external client access Routine/Scheduled reports delivered via email Keeps number of database “seats” low Instructor access to information

Questions and Answers

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