Performance Management for Higher Education

Karen Williams, Vice President, Product MarketingCognos Inc.

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

$683M FY04 Revenue

22,000+ Customers in 135+ countries

80% of Fortune 1000

3,000+ Channel Partners

3,000+ Employees

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

The Next Hard Problem…What’s 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?

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

The Management Cycle

Completely distinct from operational processes and systems

Inconsistently and incompletely serviced in organizations

Technology Challenges

Multiple applications & datasources

Data quality and conformance

Leveraging existing infrastructure and changing standards

Distributed user base

Software’s maturity

Why Now?...The “Perfect Storm”

Web

Bandwidth

Devices

Standards

Processing power

Evolution of Technology – Corporate Performance Management

FUNCTIONS PROCESSESWHOLE-COMPANY

MANAGEMENT

CO

MP

ET

ITIV

E A

DV

AN

TA

GE

TRANSACTION PROCESSES

MANAGEMENTPROCESSES

GL, AR, AP…

SCMERP

CRM

REPORTING

PLANNING & BUDGETING

BUSINESS INTELLIGENCE

CORPORATEPERFORMANCEMANAGEMENT

CPM: Linking Strategy to Execution

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

Predictability

Provide accurate guidance on future performance

Collaborate in a coordinated, real-time planning process

Respond to changing conditions with confidence

Students for Life

ImproveStudent Lifecycle

Management

Improve Financial

Performance

Improve Organizational Performance

Improve AdvancementsManagement

Higher Ed Intelligence

Cognos Higher Ed Intelligence

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

ImproveStudent Lifecycle

Management

Cognos Higher Ed Intelligence

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

Improve Advancements Management

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

ImproveFinancial

PerformanceCognos Higher Ed Intelligence

Cognos Higher Ed Intelligence

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

Improve Organizational Performance

Higher Ed Customer Success

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

Reducing Risk

Customer Profile: • University of Texas in Austin, with 16 Colleges & 21,000 faculty

and staff, with 50,000 students

University of Texas - HR Appointments Cube

University of Texas - Financial Activity Cube

University of Texas - Annual Research Report

University of Texas - Gifts and Pledges for Capital Campaign

Success Criteria for CPM

1. Important as ERP II the more senior system driving ERP

evolution

2. Cross functional, systemictransforming whole organization

3. Cross all time horizons activities are baseline requirement, one

lens

4. Enable high participation Engage front line in consumption and

contribution