Banner reporting Foundation

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Banner Reporting

Foundation

Dan Haug

Account Executive

SE Public Sector & Higher Education

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New Public Sector & Higher Ed Team

Dan Haug – Public Sector Account Executive –

Daniel_Haug@ibi.com

or (407) 221-7354

Ellen Osbourne – Public Sector Account Executive –

Ellen_Osbourne@ibi.com

or (919) 754-0133

Jeff Humphries – Public Sector Technical Manager –

Jeffrey_Humphries@ibi.com

or (678) 595-3333

Donna Hipp – Public Sector Sales Engineer –

Donna_Hipp@ibi.com or (678) 595-3333

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WebFOCUS for

SunGard HE Banner

Our Typical Pitch…

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How Does WebFOCUS Supplement Banner?

SunGard HE Reporting Maturity Model

WebFOCUS Provides Reporting Capability Here

Baseline

Reports

Level 1

Custom

Reports

Level 2

Self-Service

Reporting

• Ad-Hoc

Analytical

Reporting

• Historical Trends

Forecasting

Institutional

Performance

Management

• Process Improvement

Dashboard/Scorecard

• Analytical Applications

Level 3 Level 4 Level 5

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Approaches to Data Access

Student

ID Card system

Management

EDW

Employees

Object

Access

CRM

Systems

Direct Drill-Through for Detail

Partners ODS

Legacy Data

Banner

Tables

Banner

Zero Latency, Real Time Access

Customers

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WebFOCUS Business Intelligence Platform

One Platform For All Users and Applications

BANNER

ODS

EDW

Oracle

SQL Server

Excel

Access

Legacy &

Historical

Data

Data Marts

Warehouse

Cubes

Web Services

BUSINESS INTELLIGENCE PLATFORM

Turns Data Into Information

Students

Parents

Alumni

Vendors

Business

Users

Management

Analysts

Meets the Needs of the Entire Campus

Power

Users

Developers

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Proven success: 300+ Higher Education Clients

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This is Great…

But Our Customers Need a Solution – Not a Tool!

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BI Center of Excellence:

A partnership between IBI and FAU

Benefits:

Establishing a COE that defines BI standards to support FAU’s goals for information management

Beta test site for new WebFOCUS releases

Input on new product development for higher education solutions

Single, common user interface

Best practices model that will pay dividends in future BI projects by FAU departmental and technical staff

Integrated business intelligence throughout all departments

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FAU Dedicated Resource to WebFOCUS

Carol Sashi

Business Intelligence Technology Services (BITS)

 sashi@fau.edu

(561) 297-3156

Florida Atlantic University

777 Glades Road

Building CM Room 195

Boca Raton, FL 33431-0991

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Joint Strategy Sessions

IBI and Carol Scheduled

Interviews with End Users from

Various Departments Across the

Campus to Collect Reporting

Requirements

Leveraged ODS Handbook –

Chapter 4 – Outlining

Recommended Report Templates

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Banner Reporting Foundation

The WebFOCUS Reporting Foundations for ODS &

Banner give you a jumpstart for these modules:

Student

Finance

Human Resources

A complete end user reporting solution

A single dynamic dashboard for all departments

Customizable tabs with common look & feel for all reporting templates

Security that leverages the Banner ID

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Security

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Banner Reporting Foundation Security

Access to the Dashboard

Oracle DBMS Security

Access to Tabs

Can Only See Contents of

Tab if Permitted to See

Template(s) Assigned to Tab

Access to Template

Set by Developer

Public

Hidden

Named User

Banner Object

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ODS Metadata Tab

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Student Tab

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Student Tab

The Reporting Foundation for Banner Student includes reporting templates such as:

Admissions statistics

Enrollment reports

Registration details

Publication-quality enrollment summary

Non-zero balance report for accounts receivable

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Finance Tab

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Finance Tab

The Reporting Foundation for Banner Finance includes reporting templates such as:

Budget reports

General ledger

Operating ledger

Balance Sheet

Grants

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Human Resources

Tab

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Human Resources Tab

The Reporting Foundation for Banner HR includes reporting templates such as:

Employee Position Statistics

Benefit Deductions

Terminations

Equal Employment Opportunity (EEO) report

Appraisals

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Other Templates

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Ok… How Do You

Build Them?

Report Template

Generator

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Report Template Generator

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Public Dashboard

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Summary

The WebFOCUS Reporting Foundation for ODS &

Banner gives you a jumpstart for these modules:

Student

Finance

Human Resources

Dynamic dashboard reporting, featuring templates that leverage Banner security

The equation for success:

Dynamic sorts

Drilldown reporting

Easy navigation

Quick installation

+ Zero training

---------------------------------------------------------------

TIME SAVINGS FOR FUNCTIONAL USERS!

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So Who Wants It??

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