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Enterprise Wide Address Management

Enterprise Wide Address Management. Erik Bowe - Director, Enterprise Data Management Paul Hearn - Business Intelligence Developer and Manager Kennesaw State University. Agenda. Introduction Address Issues KSU is Experiencing Systems KSU Targeted to Fix Vendors Evaluated by KSU

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Enterprise Wide Address Management

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  1. Enterprise Wide Address Management Erik Bowe - Director, Enterprise Data Management Paul Hearn - Business Intelligence Developer and Manager Kennesaw State University

  2. Agenda • Introduction • Address Issues KSU is Experiencing • Systems KSU Targeted to Fix • Vendors Evaluated by KSU • The Procurement Process • The Solution Chosen by KSU • Conclusion Enterprise Wide Address Management at Kennesaw State University

  3. Introduction • Issues with student addresses in higher education have accelerated in recent years • Move to web-based grade mailers • Move to mobile based devices • Issues with student addresses need to be examined without regard to a particular vendor Enterprise Wide Address Management at Kennesaw State University

  4. Address Issues KSU is Experiencing • Incorrect addresses for currently enrolled students • Banner • Edge databases (i.e., Microsoft Access/Excel) • Incomplete addresses in Banner for students. • Banner • Raiser’s Edge Enterprise Wide Address Management at Kennesaw State University

  5. Address Issues KSU is Experiencing • Students intentionally providing erroneous address information in self-service applications • Incorrect addresses for employees Enterprise Wide Address Management at Kennesaw State University

  6. Address Issues KSU is Experiencing All issues are exacerbated by the fact that we propagate invalid addresses across agency lines for currently enrolled or recently graduated students. Enterprise Wide Address Management at Kennesaw State University

  7. Address Issues KSU is Experiencing Given the issues, two factors are key: • Accuracy • Are all I’s dotted and T’s are crossed? • Deliverability • Is it a valid, deliverable address? • Does the recipient still resident at that address? Enterprise Wide Address Management at Kennesaw State University

  8. Incorrect Addresses For Currently Enrolled Students Examples: • NSSE (National Survey of Student Engagement) survey sent in January 2006 • Population selection of 4000 Freshman • Over 200 returned letters (a 5% error rate) • President and Dean’s Lists • Departmental mailings Enterprise Wide Address Management at Kennesaw State University

  9. Incomplete Addresses In Banner For Students Examples: • Foreign nation codes assigned to U.S. addresses • Missing apartment numbers • Mismatches between county and ZIP code • Missing street direction • N.E. Enterprise Wide Address Management at Kennesaw State University

  10. Students Intentionally Provide Erroneous Address Information • Currently, students receive a prompt every 30 days to validate their address in BWSS • Baseline web modification • Due to Financial Aid disbursements going to HigherOne bank account Enterprise Wide Address Management at Kennesaw State University

  11. Students Intentionally Provide Erroneous Address Information • Students are intentionally altering their addresses with erroneous information, thereby invalidating the address • Act of retaliation? Enterprise Wide Address Management at Kennesaw State University

  12. Incorrect Addresses For Employees Examples: • Employees do not keep addresses current • Move to direct deposit • PeopleSoft Financials for third party payments, such as travel, are not synchronized with HRMS Enterprise Wide Address Management at Kennesaw State University

  13. Systems Targeted at KSU • SunGard HigherEducation Banner • Prompted by Admissions and Registrar • Oracle/PeopleSoft HRMS • Blackbaud Raiser’s Edge We wanted certified/partner solutions Enterprise Wide Address Management at Kennesaw State University

  14. Vendors Evaluated by KSU The following vendors met our minimum requirements: • QAS • Runner Technologies • Satori Software Enterprise Wide Address Management at Kennesaw State University

  15. The Procurement Process Eventually we chose QAS as our sole source based on the following criteria: • We require a vendor who is a partner/certified with: • SunGard Higher Education • Oracle/PeopleSoft • Blackbaud Enterprise Wide Address Management at Kennesaw State University

  16. The Procurement Process We need a vendor whose solution is database agnostic • Remember those edge databases in Microsoft Access/Excel? • What about Microsoft SQL Server solutions? Enterprise Wide Address Management at Kennesaw State University

  17. The Procurement Process • We desire a solution that requires no baseline modifications to: • Banner • Oracle/PeopleSoft HRMS • Raiser’s Edge • Our vendor’s solution must be flexible enough to use against future software acquisitions containing addresses Enterprise Wide Address Management at Kennesaw State University

  18. The Procurement Process • We need a solution that can be implemented in phases • Phase I, deliverability based on address • Phase II, deliverability based on NCOA Enterprise Wide Address Management at Kennesaw State University

  19. The Procurement Process • Was cost a factor? Of course not! • Okay, that’s a lie • However, we got what we needed most, flexibility across distributed systems without baseline modifications Enterprise Wide Address Management at Kennesaw State University

  20. The Solution Chosen by KSU • QAS meets our requirements as well as our desires • Other solutions are viable and should not be overlooked in your own search • “If the shoe fits, wear it” Enterprise Wide Address Management at Kennesaw State University

  21. The Solution Chosen by KSU • We purchased the following QAS products: • QAS Pro • This is the Microsoft Windows client • QAS Pro Web • For use with Banner Web Self-Service (BWSS) • QAS Batch • Which is used for batch validation and clean-up against any database via ODBC Enterprise Wide Address Management at Kennesaw State University

  22. KSU’s Current Progress • We currently have eight (8) QAS Pro clients deployed against Banner • We will roll out QAS Pro Web with BWSS starting on September 25, 2007 Enterprise Wide Address Management at Kennesaw State University

  23. QAS Pro Demo Enterprise Wide Address Management at Kennesaw State University

  24. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  25. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  26. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  27. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  28. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  29. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  30. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  31. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  32. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  33. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  34. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  35. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  36. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  37. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  38. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  39. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  40. QAS Batch Enterprise Wide Address Management at Kennesaw State University

  41. QAS Batch Icon Description Verified Correct or Good Match Interactively Accepted Tentative Match Poor Match Enterprise Wide Address Management at Kennesaw State University

  42. QAS Batch Icon Description Multiple Matches or Partial Match Foreign Address or Unmatched Interactively Rejected Custom Types Enterprise Wide Address Management at Kennesaw State University

  43. QAS Batch Address Match Codes Match Code: R91300002020:USA R = Match Success One upper case letter. If A-D is returned The input address was not processed. The reason for this is specified by the letter returned. Enterprise Wide Address Management at Kennesaw State University

  44. QAS Batch Address Match Codes Match Code: R91300002020:USA R = Match Success One upper case letter. If K-R is returned the input address was processed, and the match quality is indicated by the letter returned. Q and R indicate the highest level of confidence. Enterprise Wide Address Management at Kennesaw State University

  45. QAS Batch Address Match Codes Match Code: R91300002020:USA 9 = Match Confidence Level • 0 Indicates low confidence • 5 Indicates intermediate confidence • 9 Indicates high confidence Enterprise Wide Address Management at Kennesaw State University

  46. QAS Batch Address Match Codes Match Code: R91300002020:USA 1 = Postal Code Action • 3 The existing postal code was corrected • 2 A postal code has been added • 1 The existing postal code was correct • 0 No action was taken Enterprise Wide Address Management at Kennesaw State University

  47. QAS Batch Address Match Codes Match Code: R91300002020:USA 3 = Address Action • 3 Part of or a whole address was returned • 2 The existing address was enhanced • 0 No action was taken Enterprise Wide Address Management at Kennesaw State University

  48. QAS Batch Address Match Codes Match Code: R91300002020:USA 00002020 = Information Bits An eight digit number which corresponds to various messages in a lookup table. Enterprise Wide Address Management at Kennesaw State University

  49. QAS Batch Address Match Codes Match Code: R91300002020:USA USA = Country Code A three letter ISO code is displayed after the first eight digit number indicating which country dataset the address was matched to. Enterprise Wide Address Management at Kennesaw State University

  50. QAS Batch Enterprise Wide Address Management at Kennesaw State University

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