reporting right now with argos jessica ashbrook – lansing community college brian stevens –...

REPORTING RIGHT

NOW WITH ARGOS

JESSICA ASHBROOK – LANSING

COMMUNITY COLLEGE

BRIAN STEVENS – EVISIONS ACCOUNT

EXECUTIVE

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

• BANDED REPORTS – SUMMARY INFORMATION, LETTERS WITH GRAPHICS, CHARTS

• TEXT REPORTS

• 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

DASHBOARDSTUDENT 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.Stud

ent: 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!

DASHBOARDSHR PAYROLL AUDIT-INTERACTIVE REPORTS

Issue• Payroll takes a long

time • Needed a way to

double check records that was not manual

DASHBOARDSHR PAYROLL AUDIT-INTERACTIVE REPORTS

HR PAYROLL-INTERACTIVE REPORTSRESULTS

• 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 REPORTEMPLOYEE CONTACT & SCHEDULE INFO

Issue – Departments storing contact information on spreadsheets & not updating Banner. No one source of truth!

EMPLOYEE CONTACT & SCHEDULE REPORTRESULTS

• 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 CUBEENROLLMENT 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 REPORTSTUDENT 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!

DASHBOARDSFINANCIAL 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 REPORTFINANCIAL AID HISTORY

BANDED REPORTFINANCIAL 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

Banner 5

OracleBanner

7

Issue• Legacy systems

needed to decommissioned

• Needed way to make the information practical for users to look up

Lookup Studen

t Record in Banner

Find

Alternate ID in SPAIDEN

Use

Alternate ID in

Argos

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 ASHBROOKFA BUSINESS ANALYST

ASHBROOJ@LCC.EDU

BRIAN STEVENSACCOUNT EXECUTIVE

BRIAN.STEVENS@EVISIONS.COM