Transcript 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
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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
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
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
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
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
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
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
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
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
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
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
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
Vendors Evaluated by KSU
The following vendors met our minimum
requirements:
• QAS
• Runner Technologies
• Satori Software
Enterprise Wide Address Management at Kennesaw State University
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
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
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
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
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
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
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
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
QAS Pro Demo
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Icon Description
Verified Correct or Good Match
Interactively Accepted
Tentative Match
Poor Match
Enterprise Wide Address Management at Kennesaw State University
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
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
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
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
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
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
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
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
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
QAS Batch
Enterprise Wide Address Management at Kennesaw State University
Online Address Resources
• Canada Post – Postal Code Lookup
– http://www.canadapost.ca/personal/tools/pcl/bin/adv
anced-e.asp
• USPS – ZIP Code Lookup
– http://zip4.usps.com/zip4/welcome.jsp
• USPS – Official Abbreviations
– http://www.usps.com/ncsc/lookups/usps_abbreviatio
ns.html
• FIPS County Codes
– http://www.itl.nist.gov/fipspubs/co-codes/states.htm
Enterprise Wide Address Management at Kennesaw State University
Access This Presentation
• You may access and download this
presentation at
http://ir.kennesaw.edu/professional_prese
ntations.aspx
Enterprise Wide Address Management at Kennesaw State University
Questions?
Enterprise Wide Address Management at Kennesaw State University