Student Number Planning
Accurately Projecting Student Numbers and FP&A to Improve Decision-making
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Student Number Planning
Accurately Projecting Student Numbers to Improve Decision-making
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Key Facts

Client: York St. John University

Department: Strategy and Planning

Tech Solution: Alteryx

Challenges Faced:

Alteryx in Higher Education

Challenge

With nearly 7,000 students, York St. John University’s original student number planning solution involved a mainly manual, Excel-based approach that was dependent on a handful of Finance team individuals. The process was not sufficiently documented or visible to a wider teaching audience. This sort of ‘black box’ process led to a distrust amongst management in regards to the outputs and made longer-term forecasting of numbers difficult and time consuming.

Solution

To streamline the complex process of creating one accurate projection, the team has decided to leverage Alteryx, cutting down calculation time from over a week to just a couple of seconds, all the while improving their predictive capabilities. Aside from the business logic itself, the workflow also contains various data validation rules, testing key data joins and automatically highlighting and identifying data quality issues should they arise. This makes it very easy for everyone to understand, use, edit or customise.

Student Number Planning in Action

(This video is a general higher education solution video, and is not specific to York St. John University)
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Benefits

The undergraduate home student’s model was fully automated, catering for 85% of university’s tuition fee income. The team now focuses on building a separate model covering non undergraduate home students, further improving projections’ accuracy and eliminating human-induced errors. The more transparent model helps them make informed, focused decisions.

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