next generation modeling ease of use. sophistication. integration. collaboration 1

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Next Generation ModelingEase of Use. Sophistication. Integration. Collaboration

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Designed using “hourglass model” to allow for others to use

Increased capabilities, broader constituencies

Increased Institutional ownership

Legitimate senior leadership tool

Strategic Plan, Budgeting, “What if’s”….all in one

Sophisticated reporting

Front-end graphic interface and ease of use


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Spend most of the time developing for the user and the audience

User – Graphic interface and maximize functionality. The best model is the one that can be passed off to another department!

Audience – turn the data into information. Anticipate the questions…answer them. Identify all potential audiences so you don’t have to cobble together reports later

Maximizes the efficiency of formulas from the central point of the hourglass out to the reports and user interface

Breaks model up into modules and threads formulas based on relationships

It doesn’t just produce the report, it shows the process


Hourglass Model

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User InterfaceHourglass Model

Reports – Audience

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User Interface – Property Management

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User Interface – Strategic Financial Planning Model

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Drilling Down A Level – Many Models Within a Model

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Understanding Each Model… Seeing It At High Level

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Followings The Process…Seeing Each Step Along The Way

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Complex Tasks Made Easy

Not Only is tuition price a factor, but enrollment expectations. Work closely with the Admissions Office to identify several meaningful enrollment scenarios.

Run your scenarios in Budget or GAAP modes. Produces the Budget and projects year-end financial statements

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Taking Another Look - Investments

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Understanding Relationships…Building Formulas

An intuitive flow between modules. Allows you to quickly see the impact of one module on another

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A Final Look…FTE’s

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Make Assumptions w/ HOS

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See the results

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A Closer Look At The Property Management Model

Start by using Google Earth Pro

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User Interface – Property Management

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One Model…Many Purposes

Safety/Security

Integrating Technology Master Plan With Long-Term Physical Plant Plan

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High Level Options Allow For Global Changes

Price Escalation (COLA)Base Year in Model

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The Gateway To All Buildings and All Major Mechanical Infrastructure

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The Lowest Level…Building Infrastructure

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CEWS (A Quick Way To Change Common Elements)

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Bifurcating Large Projects…Parking Lots

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Bifurcating Large Projects…Parking Lots

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Bifurcating Large Projects…Sidewalks

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Bifurcating Large Projects…Sidewalks

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Property Management – Safety/Security – Utility Shut-offs

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Property Management – Safety/Security (Utility Shut-offs)

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Property Management – Safety/Security - Egress

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Property Management – Integrated Building Plans For Each Building

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Property Management – Go Into Rooms…A Virtual Tour

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Property Management – Reports

Report is 81 pages of 8.5”x11” and 7 pages of 8.5”x14”

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Property Management – Types of Reports

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Some Facts About The Models:

All images you saw in this PowerPoint were from Excel

No macros were used

Many logic formulas are used and time was spent testing the inter-relationship of modules

Property management module employs over 100,000 formulas flowing through two independent summaries that then allow for a test of errors

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Parting Thought…

I measure the success of every seminar based on whether I can take at least one thing from it to better my life in some way. My hope is that this seminar will allow you to look at a familiar tool (Excel) in a different way…not as a spreadsheet, but a powerful tool to communicate complex ideas in the simplest ways.

Mastering Complexity…Achieving Simplicity

next generation modeling ease of use. sophistication. integration. collaboration 1

Documents

generation modelingease

user interface breaks

collaborationhourglass

best model

property management

look investments

collaborationa closer

threads formulas