EVISIONS ENTERPRISE REPORTING OVER 450 BANNER ARGOS CLIENTS: PRE-BUILT REPORTS FOR BANNER, DEGREEWORKS, AS WELL AS THE ODS AND EDW REPORT SHARING AMONG OTHER BANNER INSTITUTIONS THROUGH (CO-OP) DASHBOARDS, OLAP CUBES, QUICK LOOK UPS, EXTRACTS, AND FORMATTED REPORTS AUTOMATED DELIVERY OF LETTERS, EMAIL NOTIFICATIONS, AND REPORTS TRUE UNLIMITED ENTERPRISE LICENSE (BOTH USERS AND DATABASE CONNECTIONS) AGENDA • ABOUT LCC • ABOUT ARGOS • REPORT TYPES AND DEVELOPMENT • EXAMPLES LANSING COMMUNITY COLLEGE • IMPLEMENTED IN 2009 • 5-10 DATABLOCK DESIGNERS • 5-10 REPORT WRITERS • 700+ THAT HAVE ACCESSED ARGOS • ALL STAFF HAVE ACCESS WHAT IS IT USED FOR? • • • • FACILITATE TRANSACTIONS PROVIDE CUSTOMER SERVICE PLAN AND ORGANIZE RESOURCES EDUCATE STAKEHOLDERS REPORT TYPES • • OLAP CUBES – ONLINE ANALYTICAL PROCESSING • • TEXT REPORTS BANDED REPORTS – SUMMARY INFORMATION, LETTERS WITH GRAPHICS, CHARTS CSV DEVELOPING REPORTS • • • • • • WHAT IS YOUR DEVELOPMENT PROCESS? INTERFACE VS. OUTPUT TESTING ENVIRONMENTS CODE REVIEW SIGNOFF MIGRATING TO PRODUCTION GATHERING REQUIREMENTS • REPORT REQUEST TEMPLATE • • • • • • WHAT DO YOU NEED TO SEE? WHO DO YOU NEED TO SEE INFORMATION ABOUT? HOW OFTEN DO YOU NEED IT? SHOULD IT BE SCHEDULED? WHO NEEDS THIS INFORMATION, AND WHY DO THEY NEED IT? DUE DATE? WHAT IS THE REQUEST PROCESS? • • • • HELP DESK DIRECTLY TO STAFF EMAIL WHERE WILL THE REQUEST TEMPLATE LIVE EXAMPLES DASHBOARDS -MANAGING UC4 (AUTOMIC) SCHEDULES Issue • Needed an easy to access way to view UC4 (Automic) schedules • Especially relevant for planning upgrades and outages MANAGING UC4 (AUTOMIC) SCHEDULES Results • Right on time! • Cross department communication • Facilitates easy decision making • No more manual investigation • Decentralization of information DASHBOARD STUDENT NEEDS WD (R2T4) Issues • Need to know who a WD record should be created for ASAP, without being send a spreadsheet by another office. • Need to work directly from Argos to Banner. Student: Drops All Courses Registrar: Creates WD Record Financial Aid: Calculates Return of Title IV Funds STUDENT NEEDS WD (R2T4) • RESULTS • REAL TIME INFORMATION • QUICKER PROCESSING BETWEEN SYSTEMS • FASTER RESPONSE TIME TO STUDENT ACTION • FINANCIAL AND & STUDENT FINANCE • NO MORE SPREADSHEETS! DASHBOARDS HR PAYROLL AUDIT-INTERACTIVE REPORTS Issue • Payroll takes a long time • Needed a way to double check records that was not manual DASHBOARDS HR PAYROLL AUDIT-INTERACTIVE REPORTS HR PAYROLL-INTERACTIVE REPORTS RESULTS • DECREASED THE AMOUNT OF PAYROLL ERRORS BY 70% • GAINED 4 HOURS TO VERIFY PAYROLL • ALL INTERNAL HR CAN RUN THE REPORT • INTUITIVE TOOL • REDUCED STRESS ON PAYROLL WEEKS • NEW REPORTS AND PROCESSES CREATED FOR CONTINUOUS IMPROVEMENT BANDED REPORT EMPLOYEE CONTACT & SCHEDULE INFO Issue – Departments storing contact information on spreadsheets & not updating Banner. No one source of truth! EMPLOYEE CONTACT & SCHEDULE REPORT RESULTS • SAVED 80 HOURS OF WORK PER SEMESTER • IMPROVING INTEGRITY OF THE DATA • MORE ACADEMIC AND BUSINESS AREAS USING THE REPORT • INCREASED AWARENESS OF CONTACT INFORMATION AND HOW TO UPDATE • IMPROVED PROCESS TO UPDATE CONTACT INFORMATION • DISCOVERED WE COULD PREVIEW FUTURE SEMESTERS USING A FUTURE “AS OF DATE” • RECEIVED POSITIVE FEEDBACK DASHBOARDS -ARGOS DATABLOCKS & FOLDER LOCATIONS Issue • Growing pains • Lots of reports and users • Risk of duplication • Difficult to know what is available DASHBOARDS -ARGOS DATABLOCKS & FOLDER LOCATIONS Results • Instant access to list of Argos reports & folder locations • Starting points • User connections OLAP CUBE ENROLLMENT HISTORY W/ DEMOGRAPHICS AND GRADES Issue • Need to understand who our students are • Need to explore • Need to support and plan for new initiatives Results • Robust collection of counts and statistics • Access to Information • Informed planning and decision making BANDED REPORT STUDENT RECORD OVERVIEW Issue • Student service • Banner access & training across service areas • Needed a comprehensive approach STUDENT RECORD OVERVIEW • RESULTS • IMMEDIATE TAKEAWAY FOR STAFF AND STUDENTS • • EASE OF COMMUNICATION 10+ BANNER SCREENS IN ONE REPORT! DASHBOARDS FINANCIAL AID LEADERS DASHBOARD Issue • Needed a Comprehensive Administrative Tool • Needed to track document processing, staff output, fund management, etc. • Needed some takeaways • Time management BANDED REPORT FINANCIAL AID HISTORY BANDED REPORT FINANCIAL AID YEAR IN REVIEW Results • Immediate information for superiors, networking, etc. • Make informed decision • No more compiling data from spreadsheets • Spend more time on process improvement and student service • Shows our weaknesses • Fostered creativity LEGACY SYSTEMS & REPORTS Issue • Legacy systems needed to decommissioned • Needed way to make the information practical for users to look up Banner 5 Oracle Banner 7 LEGACY SYSTEMS & REPORTS • RESULTS • ARGOS IS USED AS THE INTERFACE FOR ALL ‘OLD’ BANNER INFORMATION • USED AS A RESEARCH TOOL WHEN THERE IS A STUDENT/EMPLOYEE COMPLAINT OR QUESTION RE: ACCURACY • DECOMMISSIONING WAS POSSIBLE • VETTING THE PROSPECT OF TRANSITIONING AWAY FROM OUR OTHER LEGACY SYSTEM INTERFACE QUESTIONS? JESSICA ASHBROOK FA BUSINESS ANALYST ASHBROOJ@LCC.EDU BRIAN STEVENS ACCOUNT EXECUTIVE BRIAN.STEVENS@EVISIONS.COM