TGT works with the industry association that represents all of the Universities in the Province of Ontario, The Council of Ontario Universities (COU). The association was mandated to collect a standard set of financial data from all of its members, validate and submit to the provincial and federal government. The association is also mandated to make the financial information available to the public.
We architected a solution based on the Microsoft SharePoint content management framework to optimize the collection, validation and analysis of large volumes of financial data in an efficient manner.
The solution collects data offline in Microsoft Excel templates. The templates are uploaded to SharePoint in document libraries through a hierarchical approval process. Data is harvested from the Excel templates and stored in Microsoft SQL Server data repository. Standard reports are generated in batch mode using Microsoft Reporting Services. A Microsoft .NET application was developed to allow power users to query the data store and generate reports.
Features and functions delivered inside MS SharePoint for document management, security, data presentation, communication and collaboration facilitated the rapid implementation of this amazing tool.
Survey Data Management
Once the financial data collection project was completed, COU realized that the platform could be utilized for the collection of the non-financial data as well. COU distributes 7 other surveys to the 48 Universities and affiliate Organizations in Ontario. TGT worked with COU to create a custom survey management platform inside of SharePoint with all of the data management capabilities of MS SQL Server.
A standard survey data model was created inside of SQL Server to retain all survey data. Survey details are collected through web forms published in SharePoint or through Excel templates that are submitted into SharePoint and then data is harvested. The solution also provides a standard set of reports and data extracts for each of the surveys to allow for presentation and data analysis.
TGT and COU have created an integrated data management and reporting platform based on Microsoft technologies that has improved data quality as well as simplifying the work of those who must respond to all of the surveys.
Certification Assessment Workflow
COU is also responsible for certifying all graduate and doctoral programs for the Universities and Colleges in the Province of Ontario. Each new program must be certified and each existing program must be reviewed every 5 years. The process for certification was complex and very paper intensive. TGT worked with COU to re-engineer the workflow and upgrade the digital document management system.
TGT implemented SharePoint 2010 in hosted model. This system is accessed securely by COU staff and consultants as well as the institutions being assessed. The new system supports the scheduling of assessments, automates the assessment workflow, retains all documents electronically and captures all document metadata to allow for reporting and process auditing.
Microsoft SharePoint provided the platform necessary to build the COU program audit and quality process.