BI for Higher Education – Financial Reporting

Customer: Private University

Project: Financial Reporting & Analytics

Customer Profile

This university is an innovative, coeducational, independent institution offering undergraduate and graduate students a career-focused education marked by individualized attention, civility, and respect for difference. It blends the liberal arts with career exploration and planning, complementing a traditional education with applied learning beyond the classroom.

Business Goals & Benefits

This university wanted to perform Financial reporting and analysis on data coming from their Datatel ERP system. Nearly twelve months after purchasing MicroStrategy software and kicking-off the project, they were still struggling to get their first application off the ground. Their initial implementation partner lacked experienced, US-based MicroStrategy employees and relied on sub-contracting to independent contractors and offshore development in India to try and deliver the solution. After nearly a year characterized by little progress, this customer was ready for a change.

Southport’s Role

Southport utilized a modified Agile methodology for this project to allow us to deliver business value quickly through a series of short-duration, highly iterative delivery cycles. In addition to providing quick time to value, this approach also provided logical “off-ramps” every 5-6 weeks coinciding with the conclusion of each delivery cycle, providing the flexibility for the customer to re-prioritize requirements or alter the Southport/Customer staffing mix (consultant vs employee) as their team came up to speed, with minimal impact.

Scope of Southport Engagement

  • BI Strategy, Planning & Roadmap Development
  • BI Application & Report Development
  • Dashboards & Advanced Visualization
  • Performance Optimization
  • BI Testing Services

Learn more about Southport’s Business Intelligence Service Offerings.