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Enterprise Wide Address
Management
Erik Bowe - Director, Enterprise Data Management
Paul Hearn - Business Intelligence Developer and Manager
Kennesaw State University
Agenda
• Introduction• Address Issues KSU is Experiencing• Systems KSU Targeted to Fix• Vendors Evaluated by KSU• The Procurement Process• The Solution Chosen by KSU• Conclusion
Enterprise Wide Address Management at Kennesaw State University
Introduction
• Issues with student addresses in higher education have accelerated in recent years– Move to web-based grade mailers– Move to mobile based devices
• Issues with student addresses need to be examined without regard to a particular vendor
Enterprise Wide Address Management at Kennesaw State University
Address Issues KSU is Experiencing
• Incorrect addresses for currently enrolled students– Banner– Edge databases (i.e., Microsoft
Access/Excel)
• Incomplete addresses in Banner for students. – Banner– Raiser’s Edge
Enterprise Wide Address Management at Kennesaw State University
Address Issues KSU is Experiencing
• Students intentionally providing erroneous address information in self-service applications
• Incorrect addresses for employees
Enterprise Wide Address Management at Kennesaw State University
Address Issues KSU is Experiencing
All issues are exacerbated by the fact that we propagate invalid addresses across agency lines for currently enrolled or recently graduated students.
Enterprise Wide Address Management at Kennesaw State University
Address Issues KSU is Experiencing
Given the issues, two factors are key:• Accuracy
– Are all I’s dotted and T’s are crossed?
• Deliverability– Is it a valid, deliverable address?– Does the recipient still resident at that
address?
Enterprise Wide Address Management at Kennesaw State University
Incorrect Addresses For Currently Enrolled StudentsExamples:• NSSE (National Survey of Student
Engagement) survey sent in January 2006– Population selection of 4000 Freshman– Over 200 returned letters (a 5% error
rate)
• President and Dean’s Lists• Departmental mailings
Enterprise Wide Address Management at Kennesaw State University
Incomplete Addresses In Banner For Students
Examples:• Foreign nation codes assigned to U.S.
addresses• Missing apartment numbers• Mismatches between county and ZIP
code• Missing street direction
– N.E.
Enterprise Wide Address Management at Kennesaw State University
Students Intentionally Provide Erroneous Address
Information• Currently, students receive a prompt
every 30 days to validate their address in BWSS– Baseline web modification– Due to Financial Aid disbursements
going to HigherOne bank account
Enterprise Wide Address Management at Kennesaw State University
Students Intentionally Provide Erroneous Address
Information• Students are intentionally altering
their addresses with erroneous information, thereby invalidating the address– Act of retaliation?
Enterprise Wide Address Management at Kennesaw State University
Incorrect Addresses For Employees
Examples:• Employees do not keep addresses
current– Move to direct deposit
• PeopleSoft Financials for third party payments, such as travel, are not synchronized with HRMS
Enterprise Wide Address Management at Kennesaw State University
Systems Targeted at KSU
• SunGard HigherEducation Banner– Prompted by Admissions and Registrar
• Oracle/PeopleSoft HRMS• Blackbaud Raiser’s Edge
We wanted certified/partner solutions
Enterprise Wide Address Management at Kennesaw State University
Vendors Evaluated by KSU
The following vendors met our minimum requirements:
• QAS• Runner Technologies• Satori Software
Enterprise Wide Address Management at Kennesaw State University
The Procurement Process
Eventually we chose QAS as our sole source based on the following criteria:
• We require a vendor who is a partner/certified with:– SunGard Higher Education– Oracle/PeopleSoft– Blackbaud
Enterprise Wide Address Management at Kennesaw State University
The Procurement Process
We need a vendor whose solution is database agnostic– Remember those edge databases in
Microsoft Access/Excel?– What about Microsoft SQL Server
solutions?
Enterprise Wide Address Management at Kennesaw State University
The Procurement Process
• We desire a solution that requires no baseline modifications to:– Banner– Oracle/PeopleSoft HRMS– Raiser’s Edge
• Our vendor’s solution must be flexible enough to use against future software acquisitions containing addresses
Enterprise Wide Address Management at Kennesaw State University
The Procurement Process
• We need a solution that can be implemented in phases– Phase I, deliverability based on address– Phase II, deliverability based on NCOA
Enterprise Wide Address Management at Kennesaw State University
The Procurement Process
• Was cost a factor? Of course not!• Okay, that’s a lie• However, we got what we needed
most, flexibility across distributed systems without baseline modifications
Enterprise Wide Address Management at Kennesaw State University
The Solution Chosen by KSU
• QAS meets our requirements as well as our desires
• Other solutions are viable and should not be overlooked in your own search
• “If the shoe fits, wear it”
Enterprise Wide Address Management at Kennesaw State University
The Solution Chosen by KSU
• We purchased the following QAS products:– QAS Pro
• This is the Microsoft Windows client
– QAS Pro Web• For use with Banner Web Self-Service
(BWSS)
– QAS Batch• Which is used for batch validation and clean-
up against any database via ODBCEnterprise Wide Address Management at Kennesaw State University
KSU’s Current Progress
• We currently have eight (8) QAS Pro clients deployed against Banner
• We will roll out QAS Pro Web with BWSS starting on September 25, 2007
Enterprise Wide Address Management at Kennesaw State University
QAS Pro Demo
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Icon Description
Verified Correct or Good Match
Interactively Accepted
Tentative Match
Poor Match
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Icon Description
Multiple Matches or Partial Match
Foreign Address or Unmatched
Interactively Rejected
Custom Types
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Address Match CodesMatch Code: R91300002020:USAR = Match Success One upper case letter. If A-D is
returned The input address was not processed. The reason for this is specified by the letter returned.
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Address Match CodesMatch Code: R91300002020:USAR = Match Success One upper case letter. If K-R is returned
the input address was processed, and the match quality is indicated by the letter returned. Q and R indicate the highest level of confidence.
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Address Match CodesMatch Code: R91300002020:USA9 = Match Confidence Level • 0 Indicates low confidence• 5 Indicates intermediate confidence • 9 Indicates high confidence
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Address Match CodesMatch Code: R91300002020:USA
1 = Postal Code Action• 3 The existing postal code was
corrected• 2 A postal code has been added• 1 The existing postal code was correct• 0 No action was taken
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Address Match CodesMatch Code: R91300002020:USA
3 = Address Action• 3 Part of or a whole address was returned• 2 The existing address was enhanced• 0 No action was taken
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Address Match CodesMatch Code: R91300002020:USA00002020 = Information BitsAn eight digit number which
corresponds to various messages in a lookup table.
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Address Match CodesMatch Code: R91300002020:USAUSA = Country Code A three letter ISO code is displayed
after the first eight digit number indicating which country dataset the address was matched to.
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
Online Address Resources
• Canada Post – Postal Code Lookup– http://www.canadapost.ca/personal/tools/pcl/bi
n/advanced-e.asp
• USPS – ZIP Code Lookup– http://zip4.usps.com/zip4/welcome.jsp
• USPS – Official Abbreviations– http://
www.usps.com/ncsc/lookups/usps_abbreviations.html
• FIPS County Codes– http://www.itl.nist.gov/fipspubs/co-codes/states
.htm
Enterprise Wide Address Management at Kennesaw State University
Access This Presentation
• You may access and download this presentation at http://ir.kennesaw.edu/professional_presentations.aspx
Enterprise Wide Address Management at Kennesaw State University
Questions?
Enterprise Wide Address Management at Kennesaw State University