REPORTING – WHY IS IT SO HARD? A STORY ABOUT How oregon tech solved their banner reporting challenges Anna lagreca, business analyst, millennium computer services

Agenda 1. Quick Introductions 2. The Oregon Tech Story 3. How Millennium FAST Solved the Problem 4. Your Questions

Oregon Tech Reporting From 1998 - Today

Who are we? Wendy Ivie – A Simple Registrar Ben Kintner – FAST User Extraordinaire Anna LaGreca – Business Systems Analyst

Where we were(n’t) in 1998 HR/Finance reporting was housed in system hosted by state of OR but Student was at OT Reporting was difficult, data labels weren’t clear, joins were cranky Only the most advanced user in the Registrar’s Office could produce the simplest queries Data was updated nightly and the only frozen data we could use were frozen state files that were manipulated by our IR department using SAS

Banner Programmers OT relied heavily on our programmers to develop our own reporting tool using customized reports in Banner Pros – data was clean, current, our users were familiar with Banner Cons – only people with Banner access to those reports could get them, reports were Banner clunky, our Programmers were drowning

ODS/EDW OT purchased ODS/EDW and began training our funky techs and programmers Consultants were hired and many hours where spent in training courses where we began to set up the warehouse, learn metadata definitions, wade through decision making points Users eyes became clouded over It became obvious that ODS/EDW was not just a simple tool that just anyone could use for us at OT Still relied heavily on Banner programmers

Fast! Great Scott! Millennium's FAST. During the ODS/EDW implementation on the Student side our Finance/HR/Financial Aid/Budget offices were using a product called FAST. Currently we own Finance, HR, Financial Aid, Budget and Student. Best company to assist with the flexibility of OUR needs Banner XE and our homegrown ‘reports’ are bye-bye

Flexibility Custom reporting Dashboards & Scheduled Reports Portable Large datasets refined for your needs Dashboards & Scheduled Reports All your data in one spot, Even right in your inbox Portable Multi platform and OS integration Ben’s Slide

Support Millennium Super customer service Bens Slide

Training Quick and Painless (interesting too!) Learning curve 2 Hour intro session 1 hour advanced session Learning curve Up and running in no time Training videos built into FAST Ben’s Slide

Free up IT staff

Security Multiple layers of data security Sharing is Caring…sometimes Roles driven to determine what users are allowed to see Sharing is Caring…sometimes Training – Users know what they are looking at and are responsible for their data Ben’s Slide

You thinking what I’m thinking? Making Data Consistent Everyone using the same data sets Everyone are running the same reports Everyone can access – you don’t have to be a programmer to get data Ben’s Slide

Where are we going next? Data “Snapshots” New Graphing and Dashboarding tools Ability to put filters on dashboards Pick color schemes Move legends and deselect legend items FLEXIBILITY Two-way Texting Capture messages sent and received Send bulk messages or specific texts to individuals Attendance Tracking Demo?

Q & A Interested in a product demonstration? Before we start open Q&A, some questions for you all: How many of you use Banner? How many of you use People Soft? Others? How many of you feel like you have a pretty good handle on reporting? What’s your biggest need? Your turn!!!! Interested in a product demonstration? Website: mcsl.com Contact Info: Anna LaGreca, anna@mcsl.com, Cell: 541.591.9538