Ã" williams_performance management.ppt
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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