Education branch performance and cost analytics system

The Handbook compares the employment, attendance, income and workload of subdivision places. Differences in indicators can be checked by groups, programs and time of activity.

The units calculate places' occupancy, attendance and workload differently. Comparison of indicators does not always estimate differences in program, group or activity time. It is difficult for a manager to distinguish between the actual need for places and the difference in calculation. A solution to a group development or service change may not match the demand of families and the unit's cost.

How the solution works

  1. Agree on solution and definitions of indicators
  2. The team receives period data from the accounting, attendance, and other systems that handle them.
  3. Check which participants are covered by the data and what is missing
  4. Compare similar programs and operating conditions
  5. Accept the action and later check its result

Key challenges

  • Multi-unit indicators are not comparable

Solution capabilities

Uniform definition

Contracted places, allowed capacity, days visited and actual income have separate calculations. Different denominators are not combined into a total percentage of employment.

Conditions for comparable groups and periods

The program, age group, working time, and additional services explain divisional differences.

Checking sources

The indicator indicates the period, the version of the calculation and whether financial data have already been validated. The missing value is noted separately.

The need script

Future agreed locations are separated from the interest of those waiting. The forecast demonstrates assumptions and does not change the conditions of group supervision.

Governance review

The manual records the decision and the result. Individual child data is only provided if they are required for a specific authorized action.

Business context

Multi-unit indicators are not comparable
The units calculate places' occupancy, attendance and workload differently. Comparison of indicators does not always estimate differences in program, group or activity time. It is difficult for a manager to distinguish between the actual need for places and the difference in calculation. A solution to a group development or service change may not match the demand of families and the unit's cost.
The need for new groups is measured by comparable data
Waiting families and unevenly filled units may show different needs for programs or a location. A comparison on a level playing field helps to consider the supply of groups and services. The institution can plan capacity more reasonably, together with an assessment of workload and cost.

Core features

  • Uniform definition
  • Conditions for comparable groups and periods
  • Checking sources
  • The need script
  • Governance review

Key integrations

Sources of administration and education
Placements agreed, scope of attendance, and properly limited activity facts.
Sources of finance and working time
Period income, cost and actual charge with closing state.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Work on the reconciliation of the management report

16–42%Decreasing

This illustrative scenario assumes that 40-70% of information searches and repeated cross-checks can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.

Measure working hours for one period comparison to match and prepare.

Definitions-corrected comparisons

12–42%Decreasing

This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.

To calculate published comparisons corrected for an unmatched indicator definition or period.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

  • The institution operates several units with varying levels of employment, cost and staff load.
  • The management has difficulty explaining the differences in results and justifying the allocation of staff or budget.

Implementation requirements

For unit analysis, management determines what decisions are needed for locations, employees and performance indicators. Their definitions and periods are aligned with the original facts while maintaining differences in unit performance.

Further development options

  • Additional scenarios of need with comparable historical facts and clear admissions assumptions.

Frequently asked questions

Adapting the solution to your business