11/15/17
1
1© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ellucian Ethos Platform
Michael Kennedy- Principal Solutions ConsultantEllucianOctober 2017
2© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Agenda
1 Why Ethos?
2 Unlock, Analyze, Act
3 Getting Started with Ethos
4 Q&A
11/15/17
2
3© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Growing Campus Ecosystem
4© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Library Bookstore
SIS
Continuing Education
LMS
CRM
Brittle connections
11/15/17
3
The Contentapproach
6© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Institution Mindset in 2017: Four IT-related Factors Contribute to Institutional Success
*Source: http://er.educause.edu/articles/2017/1/top-10-it-issues-2017-foundations-for-student-success2017 Top 10 IT Issues. Information Security: Developing a holistic, agile approach to reduce institutional exposure to information security threats
Student Success
Institutional Growth
ConstituentExperience
Operational Efficiencies
Overarching themes* Key Focus Areas* Example IT Initiatives
• Student success & completion
• Digital transformation of learning
• Strategic leadership • Retention of key faculty• Higher education affordability• Sustainable funding
• Data-informed decision making• Data management and
governance• Data accessibility
• Information security• Sustainable staffing • Next-generation enterprise
IT
• Data and predictive analytics• Seamless, mobile-first
student experience
• Reinforcing the role of IT as a strategic pillar of the modern campus
• Developing IT funding models for core services
• Improving data standards, governance and frameworks
• More holistic data management across platforms
• Mobile-first strategies• Capitalizing on enterprise
technology efficiencies and agility• Ensuring staff retention with
limited budgets
11/15/17
4
Foundation(Core/General)
Human Resources
Student
Recruitment
Advancement
Financial Aid
Finance
Embracing the entire campus
8© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
11/15/17
5
9© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Data Access
Ethos Integration
Ethos Identity
UNLOCK, ANALYZE, ACT
11/15/17
6
11© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ellucian Ethos Data Model
Cash Receipts
Attendance
FA Awards
UCAS
Budget Officer
Sections
FA Budget
Budgets
Refunds
OCAS
Recruitment Funnel Persons
Advancement Campaigns
Recruitment Territories Vendors Chart of
Accounts
Faculty Workload
Courses
Faculty
Invoices
Donor Contributions
GL Transactions
Communications
Encumbrances Prospective Students
Academic History
Grants
Banks
Hiring
Academic Periods
Payroll
Pay Rates
Positions
Recruiters Purchase Orders Taxes Athletics
Requisitions Functional Areas
11/15/17
7
Cash Receipts
Attendance
FA Awards
UCAS
Budget Officer
Sections
FA Budget
Budgets
Refunds
OCAS
Recruitment Funnel Persons
Advancement Campaigns
Recruitment Territories Vendors Chart of
Accounts
Faculty Workload
Courses
Faculty
Invoices
Donor Contributions
GL Transactions
Communications
Encumbrances Prospective Students
Academic History
Grants
Banks
Hiring
Academic Periods
Payroll
Pay Rates
Positions
Recruiters Purchase Orders Taxes Athletics
Requisitions Functional Areas
Persons
14© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Contact
NamesBio
Persons
Majors and Minors
Credentials
AcademicLevel
Academic Programs
Comprehensive, Rationalized View of the Data
11/15/17
8
15© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Persons
Academic Programs
Section Registrations
Financial Aid Awards
Financial Aid Need Summary
Employees
General Ledger Transactions
Ellucian Ethos Data Model - Examples
16© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Unified VocabularyApplication and platform-agnostic
Open StandardsBuilt on JSON and RESTConsistent implementation across solutions
ReusableNo more point-to-point integrations
Single Source of TruthUnified view of the student
The Ellucian Ethos Data Model
11/15/17
9
17© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
LibraryBanner/
Colleague
Continuing Education
Data Access (Lake)
Workflow
Ellucian Ethos Integration
Travel and Expense
18© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ellucian Ethos Platform Partner Adoption
Educate Plan Develop
Complete
11/15/17
10
analyzea wider view
higher education focus
near real-time data
role driven
go where you are
fast to implement
content first
personalize vs. modify
20© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Responsibilities
• Chief Executive and Administrative Officer for the institution
• Partners with the Board of Trustees to oversee and ensure institutional strategy, governance, and success
• Serves as key visionary, major fund raiser, ceremonial leader, and promoter of the institution
PresidentQuestions
• What is our overall count of prospective students this year compared to the last three years?
• Are there a sufficient number of prospects at this point in the recruit cycle to meet goals?
• What is the breakdown of instructional methods and overall performance?
• What is our progress to goal at this point in the recruit cycle?
• What is the trend of performance for courses with a lecture and lab as compared to lecture-only?
Funnel YTD Forecasting
Enables you to test various goal scenarios before setting your actual goals by entering goal variables on the fly and evaluating the effect on your long term goals.
11/15/17
11
21© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Questions
Questions
• What are my 5 highest categories of expense by organization or fund for the past 3 fiscal periods?
• Are facilities being used effectively?• How many applicants are confirmed?• What is our overall count of applicants
this year compared with the last three years?
• Are there a sufficient number of prospects at this point in the recruit cycle to meet goals?
Responsibilities
Responsibilities
• Strategic planning, administrative operations, financial reporting/ analysis
• Develop a financial strategy, metrics tied to strategy, and ongoing development/monitoring of control systems for accurate financial data
• Ensure accuracy and integrity of all student data ensuring federal compliance
VP Finance (CFO)
Questions
Questions
• What are my 5 highest categories of expense by organization or fund for the past 3 fiscal periods?
• What was my expense remaining budget for the prior fiscal year and fiscal period based upon the original and adjusted expense budget compared to actual expenses only?
• Which buildings and rooms are being used to their maximize potential?
Instructional Facility Availability
Identifies open instructional space based by day and time.
22© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
VP EnrollmentResponsibilities
• Provide leadership for the areas of undergraduate and graduate enrollment and financial aid
• Participate in the development of the University’s strategic plans
• Lead a seasoned team of admissions and financial aid professionals
Questions
• Do we have a good distribution of course sections across days and times?
• Is their a significant difference in grade distribution of students from different states?
• For each of my instructors, what is the overall grade distribution by academic term?
• What are the outcome trends, by instructional method?
Course Section Trends
Provides a high level few of course section registration trends and outcomes that can be filtered by multiple course attributes.
11/15/17
12
23© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Responsibilities
• Solicit and obtain donations and grants
• Identify donor prospects
• Communication with donors / prospects
• Maintain database of donor / prospect information
VP Advancement Questions
• What is the current status of annual giving compared to our designation level goal?
• What are the trends in the demographic, biographic, and geographic characteristics of our donors over the past 3-years?
• What is the current status of annual giving compared with our campaign level goal?
Annual Giving Progress to Distribution Goal
Provides a monthly accumulating assessment of progress toward the distribution goal for the specified year of giving.
24© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Guided Experience
11/15/17
13
25© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Year Over Year Comparison
26© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Compare, filter, drill down
11/15/17
14
27© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Compare, filter, drill down
act
• Processes are disjointed• Data points are locked in shadows• 4-walls are common• Tools based vs. solution based• Tightly coupled• Closed systems
11/15/17
15
business process orchestration:a different way
ecosystem
all the dataevent driven
agnostic user initiated
form design
content first
IT friendly
30© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
WORKFLOW
11/15/17
16
Event Driven
Point and Click
11/15/17
17
Form Design
1 2
Form Design
11/15/17
18
35© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Processes Results
Routing
InteractionsApprovals
Events
Data
Users
UpdateNotifyTrack
Ecosystem
Your business processes, your data
Content for Higher Education
Address Change RequestEmployee Leave RequestMajor Change RequestAdvisor ChangeEmployee OnboardingStudent Change Grade ProcessCourse Approval ProcessingSection Registration OverloadDepartment Leave RequestRoom Request ProcessStudent Academic Period ProfileStudent WithdrawalsWIFI Access RequestIT Provisioning ProcessStudent Advisor Query Drop Course Notification
11/15/17
19
37© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ellucian Ethos Identity
38© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Authentication••Single Sign-On••Session Management ••Password Service••Strong Authentication
Authorization
User Management••User and Role Management••Password Management••Self-Service Password Management••Delegated Administration
User Store••Enterprise Directory
••Multiple Directory Support••Separate Attribute Store
••Attribute Mapping
Ellucian Ethos Identity
Ellucian Ethos Identity
Access Management
Identity Management
11/15/17
20
39© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Getting Started with the Ethos Platform
40© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Integration Use Case Patterns
Ethos Integration
Ellucian Applications
Custom
Third Party Vendors
(non-partners)
Ellucian Partners
11/15/17
21
41© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ethos Implementation Steps Overview
• APIs• Events• Permission• Mappings
Publisher (ERP, CRM)
• Tenant• Register
applications• Configure
resources
Ethos Integration
• Partner• Ellucian
Application• Third-party Vendor
AnalyticsWorkflow
Consumer
42© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ellucian Ethos Information
ellucian.com/ethos
11/15/17
22
43© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ellucian Ethos Technical Resources
resources.elluciancloud.com
44© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Michael Kennedy
Thank you!
Top Related