UBC IT

Integrated Reporting Working Committee

March 15th, 2012

Roadmap Feedback (Dave Truong, Jessie Hundal) Core Finance & Student Data Student Revenue & ISI Analytics Considerations

Agenda

FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14/15 FY 15/16Phase 1

(Initiation)Phase 2

(Discovery)Phase 3

(Foundation)Phase 4

(Transformation)

• Conduct RFP to choose BI vendor

• Secure approval & initial funding from program sponsors

• Mobilize program team

• Establish program governance

• Establish solution blueprint

• Prototype solution

• Confirm Release 1 Detailed Scope

• Implement enterprise data warehouse foundation

• Initial integration of core Student & Financial base data

• Student Revenue Analytics

Release 1:• Finance (FMS)• Student Bio (SIS)• Student Records

& Reg. (SIS)• Student

Revenue (SIS)

• Continue integration of remaining core Student & Financial data

• Campus Solution Student Analytics

Release 2:• Employee

(HRMS)• Admission (SIS)• Recruitment

(SIS)• Procurement

• Begin integration of broader sets of campus data subject areas and analytics

*Release 3:• Learning (SEoT)• Budget &

Planning• Classroom

Scheduling• Grad Studies

• Continue integration of broader sets of campus data subject areas and anayltics

*Release 4:• Research (RISE)• Land & Building• Alumni

Based on Discovery analysis and current Program Funding, the following Roadmap is being proposed:

* Funding and Scope of Releases 3 and 4 to be confirmed with Governance committee in FY13/14Current Focus

Release 1:• Finance (FMS)• Student Bio (SIS)• Student Records & Reg. (SIS)• Student Revenue (SIS)

Release 2:•Employee (HRMS)•Admissions (SIS)•Recruitment (SIS)•Procurement

Release 3 & 4:•Learning (SEoT)•Budget & Planning•Classroom Scheduling•Grad Studies•Research (RISE)•Land & Building•Alumni

The Foundation Phase follows Enterprise Data Warehouse ‘best practices’ of FOCUSing on the CORE Data Subject Areas

Current Focus

Student Revenue

Student Records &

RegistrationAdmissions

StudentBiographical

Recruitment

To establish the CORE set of Student and Financial data elements, 7 subject areas need to be integrated:

Finance (FMS)& Procurement

Recruitment

Student Revenue

Student Records &

Registration

Admissions

HRMS Employee

StudentBiographical

Finance (FMS)& Procurement

HRMS Employee

Student Financials and Recruitment make up the final building blocks

Student Biographical

Admissions (Application)

RecruitmentStudent Financials

Student Records & Registration

The Student data architecture requires a building block approach for the 5 Student subject areas(*the Finance subject area is a stand alone piece):

Start with Student Biographical as it’s the start of the student lifecycle process

Records & Registration and Admission form the core of the SIS system currently supported by Enrolment Services

• Name• Address• Email Address• Phone No.

• Country of Citizenship• Visa Status• SIN

• Campus• Faculty• Department• Specialization

• Course• Grade• Sessional

Average1

• Application• Intention

(Choices 1/2/3)• High School

Grades

• Previous Institution(Secondary/Post-Secondary)

• Broad BasedAdmission Score

• Personal Profile

• Campus Tours• School Visits• Email Campaigns• Events (e.g. Degree in a Day)

• Assessment• Installment• Payment• Awards

FINANCE

Admissions/Recruitment to be considered in Release 1 scope:

Student Biographical

Admissions

RecruitmentStudent Financials

Student Records & Registration

• Name• Address• Email Address• Phone No.

• Country of Citizenship• Visa Status• SIN

• Campus• Faculty• Department

• Specialization• Course• Grade• Sessional Average

• Application• Intention

(Choices 1/2/3)• High School

Grades

• Previous Institution(Secondary/Post-Secondary)

• Broad BasedAdmission Score

• Personal Profile

• Campus Tours• School Visits• Email Campaigns• Events (e.g. Degree in a Day)

• Assessment• Installment• Payment• Awards

Student Revenue Analytics

Common

ISI

Option 1: Focus on Student Revenue AnalyticsPros: -supports faculty funding model and integration between student & finance-aligns to current scope and budget

Cons:-does not provide meaningful core data to ISI

Options to consider for Release 1 Student Foundation:

Student Biographical

Admissions

RecruitmentStudent Financials

Student Records & Registration

Student Biographical

Admissions

RecruitmentStudent Financials

Student Records & Registration

Student Biographical

Admissions

Student Financials

Student Records & Registration

RecruitmentOption 2: Focus on ISI AnalyticsPros: -addresses entire core data needs of ISI

Cons:-departmental BI solution (no integration with non-student data)-additional funding required for increased scope

Option 3: Student Revenue Analytics with partial ISIPros: -achieves student revenue analytics and “integrated” reporting-provides core admission data for ISI

Cons:-additional funding is required to take on increased scope; Plus, risk for delivery

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