Reporting Right Now with Argos

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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
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IMPLEMENTED IN 2009
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5-10 DATABLOCK DESIGNERS
•
5-10 REPORT WRITERS
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700+ THAT HAVE ACCESSED ARGOS
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ALL STAFF HAVE ACCESS
WHAT IS IT USED FOR?
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FACILITATE TRANSACTIONS
PROVIDE CUSTOMER SERVICE
PLAN AND ORGANIZE RESOURCES
EDUCATE STAKEHOLDERS
REPORT TYPES
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OLAP CUBES – ONLINE ANALYTICAL PROCESSING
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TEXT REPORTS
BANDED REPORTS – SUMMARY INFORMATION,
LETTERS WITH GRAPHICS, CHARTS
CSV
DEVELOPING REPORTS
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WHAT IS YOUR DEVELOPMENT PROCESS?
INTERFACE VS. OUTPUT
TESTING ENVIRONMENTS
CODE REVIEW
SIGNOFF
MIGRATING TO PRODUCTION
GATHERING REQUIREMENTS
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REPORT REQUEST TEMPLATE
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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?
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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
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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
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RESULTS
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IMMEDIATE TAKEAWAY FOR STAFF AND
STUDENTS
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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
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