Banner Reporting “Where O Where Have My Reports Gone?” Presented by Ms. Alma Lynn Bane and Ms. Lauren Morton Tarleton State University February 28, 2007

02/28/2007Tarleton State University2 Rule # 1 The only thing constant is CHANGE

02/28/2007Tarleton State University3 Rule # 2 Users want everything Better, Better,Faster, And Quicker But without Change

02/28/2007Tarleton State University4 Rule # 3 See Rule # 1

02/28/2007Tarleton State University5 Heart of Systems Development Process Traditional ‘Waterfall’ Systems Development Life Cycle (SDLC) Traditional ‘Waterfall’ Systems Development Life Cycle (SDLC) –Planning –Analysis –Design –Implementation –Maintenance Missing Link Missing Link –Evaluation of New System From “Modern Systems Analysis and Design” by Hoffer, George, Valacich, 4 th edition

02/28/2007Tarleton State University6 Banner Implementation Feasibility Study – most likely Feasibility Study – most likely Planning – guided by SCT Planning – guided by SCT Analysis/Design – Analysis/Design – –Existing system analyzed –Future system designed Implementation – Implementation – –Phase I – conversion –Phase II – make it work –Phase III – testing and training Maintenance – where are my reports??? Maintenance – where are my reports???

02/28/2007Tarleton State University7 In A Perfect World All existing Reports will be converted prior to implementation of Banner All existing Reports will be converted prior to implementation of Banner All users will be trained on the Banner system All users will be trained on the Banner system All users will have reviewed their ‘new’ Banner reports and approved of them All users will have reviewed their ‘new’ Banner reports and approved of them Everyone is happy with a smile on their face Everyone is happy with a smile on their face

02/28/2007Tarleton State University8 In the REAL World Most of the reports are unknown and are not converted Most of the reports are unknown and are not converted Majority of new Banner users did not have time to attend the training sessions Majority of new Banner users did not have time to attend the training sessions Many of the users will not realize that ‘THEIR’ reports were affected Many of the users will not realize that ‘THEIR’ reports were affected Happy and Smile are five letter words only… Happy and Smile are five letter words only…

02/28/2007Tarleton State University9 ‘Missing Link’ Situation Evaluation of New System Evaluation of New System –Meet with the Primary Users in their areas –Discuss the Positives as well as the Negatives –Determine their immediate needs –Help them to think ‘Outside of the Box’ –Assess their Training Needs –Establish ‘Priority’ within their ‘needs’ –Provide Feedback on progress to meeting their needs

02/28/2007Tarleton State University10 Solution to the Missing Link Determine viable options for Report Replacement tools Determine viable options for Report Replacement tools –Research using the Internet –Contact other TAIR members –Contact peers at other Institutions –Attend Workshops and Seminars –Visit vendor booths at conferences –Contact your SCT representative

02/28/2007Tarleton State University11 Perfect Meets Real Planning and Preparation Planning and Preparation –are prime components to successful implementation of any new system, including Banner Selecting Business Intelligence tools Selecting Business Intelligence tools –assist in the transition to a new system –is time and money well spent Including all areas in the transition phase Including all areas in the transition phase – instills confidence and ownership of the final product

02/28/2007Tarleton State University12 Understand the Purposes of Reports Historical Reports Historical Reports –Such as Fact Books serve archival roles Support Planning and Decision Making Support Planning and Decision Making –Provide information to decision makers Public Relations Public Relations –FAQS or Stats for public information Information Dissemination Information Dissemination –Public distribution of achievements or milestones Compliance with External Requirements Compliance with External Requirements –SACS, State Agencies, Legislative Budget Board

02/28/2007Tarleton State University13 No Report Left Behind Analyze ‘existing’ reports Analyze ‘existing’ reports –Identify ‘Producer’ of the reports –Determine ‘Users’ of the reports –Document ‘Criteria/Specs’ for the reports –Establish ‘Scheduling Timelines’ for the reports –Create ‘Priority Rating’ for the reports

02/28/2007Tarleton State University14 Banner Reports

02/28/2007Tarleton State University15 Banner 7 Reports

02/28/2007Tarleton State University16 The Reporting Process Effective reporting typically involves major steps, usually sequential but sometimes requiring circling back to prior steps to Effective reporting typically involves major steps, usually sequential but sometimes requiring circling back to prior steps to –Refine –Redirect –Clarify –Revise to accommodate emerging demands or changing circumstances From “Effective Reporting” by Trudy H. Bers with Jeffrey A. Seybert, 1999

02/28/2007Tarleton State University17 Tarleton’s Process Researched ‘Business Intelligence’ Researched ‘Business Intelligence’ –Utilized Internet Search engines –Reviewed many White Papers Contacted other Institutions Contacted other Institutions –Discussed their approach for Report Replacement –Determined the tools they were using Visited Baylor University Visited Baylor University –for a demo of their Reporting Application Narrowed our decision to two vendors – Narrowed our decision to two vendors – –SAS –WebFocus/SPSS

02/28/2007Tarleton State University18 Tarleton’s Solution Due to extensive use and existing code in SPSS, WebFocus product selected Due to extensive use and existing code in SPSS, WebFocus product selected Contracted with IBI for: Contracted with IBI for: –WebFocus Dashboard product –Training –Consulting WebFocus installed during Summer 2006 WebFocus installed during Summer 2006 Training began in August 2006 Training began in August 2006

02/28/2007Tarleton State University19 WebFocus Reporting Points Access and analyze Access and analyze –enterprise data through self-service, Web-based ad hoc and parameter-driven reporting View, customize, and create View, customize, and create –our own dynamic reports with easy-to-use tools to graphically represent the information Solve business problems in real time Solve business problems in real time –using easy yet powerful analytical techniques Visually represent information Visually represent information –at an easy-to-use dashboard Share information with others Share information with others –in common desktop tools such as Excel, Adobe, and any Web browser From WebFocus website, February 2007

02/28/2007Tarleton State University20 Texan Facts Link on Tarleton State University, Office of Planning, Evaluation, and Institutional Research website

02/28/2007Tarleton State University21 Tarleton OPEIR Website

02/28/2007Tarleton State University22 Texan Facts Welcome Page

02/28/2007Tarleton State University23 THECB/Banner Combo