Financial Reporting Analytics for Private University
Customer: Private University
Project: Financial Reporting & Analytics
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 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.