Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 2 New Public Sector & Higher Ed Team  Dan Haug – Public Sector Account Executive – or (407)  Ellen Osbourne – Public Sector Account Executive – or (919)  Jeff Humphries – Public Sector Technical Manager – or (678)  Donna Hipp – Public Sector Sales Engineer – or (678)

Copyright 2007, Information Builders. Slide 3 WebFOCUS for SunGard HE Banner Our Typical Pitch…

Copyright 2007, Information Builders. Slide 4 WebFOCUS Provides Reporting Capability Here How Does WebFOCUS Supplement Banner? SunGard HE Reporting Maturity Model Level 1Level 2Level 4Level 5 Baseline Reports CustomReports Self-ServiceReporting Ad-HocAd-Hoc AnalyticalReporting Historical TrendsHistorical Trends ForecastingForecasting InstitutionalPerformanceManagement Process ImprovementProcess Improvement Dashboard/ScorecardDashboard/Scorecard Analytical ApplicationsAnalytical Applications Level 3

Copyright 2007, Information Builders. Slide 5 Banner Tables Object Access CRM Systems Legacy Data Student ID Card system Management Employees Partners Customers Direct Drill-Through for Detail EDW ODS Zero Latency, Real Time Access Banner Approaches to Data Access

Copyright 2007, Information Builders. Slide 6 Turns Data Into Information WebFOCUS Business Intelligence Platform One Platform For All Users and Applications Meets the Needs of the Entire Campus BANNER ODS EDW Oracle SQL Server Excel Access Legacy & Historical Data Data Marts Warehouse Cubes Web Services Students Parents Alumni Vendors Business Users Analysts Management Power Users Developers BUSINESS INTELLIGENCE PLATFORM

Copyright 2007, Information Builders. Slide 7 Proven success: 300+ Higher Education Clients

Copyright 2007, Information Builders. Slide 8 This is Great… But Our Customers Need a Solution – Not a Tool!

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Copyright 2007, Information Builders. Slide 10 BI Center of Excellence: A partnership between IBI and FAU Benefits:  Establishing a COE that defines BI standards to support FAU’s goals for information management  Beta test site for new WebFOCUS releases  Input on new product development for higher education solutions  Single, common user interface  Best practices model that will pay dividends in future BI projects by FAU departmental and technical staff  Integrated business intelligence throughout all departments

Copyright 2007, Information Builders. Slide 11 FAU Dedicated Resource to WebFOCUS  Carol Sashi  Business Intelligence Technology Services (BITS)   (561)  Florida Atlantic University  777 Glades Road  Building CM Room 195  Boca Raton, FL

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Copyright 2007, Information Builders. Slide 13 Joint Strategy Sessions  IBI and Carol Scheduled Interviews with End Users from Various Departments Across the Campus to Collect Reporting Requirements  Leveraged ODS Handbook – Chapter 4 – Outlining Recommended Report Templates

Copyright 2007, Information Builders. Slide 14 Banner Reporting Foundation  The WebFOCUS Reporting Foundations for ODS & Banner give you a jumpstart for these modules:  Student  Finance  Human Resources  A complete end user reporting solution  A single dynamic dashboard for all departments  Customizable tabs with common look & feel for all reporting templates  Security that leverages the Banner ID

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Copyright 2007, Information Builders. Slide 16 Security

Copyright 2007, Information Builders. Slide 17 Banner Reporting Foundation Security  Access to the Dashboard  Oracle DBMS Security  Access to Tabs  Can Only See Contents of Tab if Permitted to See Template(s) Assigned to Tab  Access to Template  Set by Developer  Public  Hidden  Named User  Banner Object

Copyright 2007, Information Builders. Slide 18 ODS Metadata Tab

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Copyright 2007, Information Builders. Slide 22 Student Tab

Copyright 2007, Information Builders. Slide 23 Student Tab The Reporting Foundation for Banner Student includes reporting templates such as:  Admissions statistics  Enrollment reports  Registration details  Publication-quality enrollment summary  Non-zero balance report for accounts receivable

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Copyright 2007, Information Builders. Slide 26 Finance Tab

Copyright 2007, Information Builders. Slide 27 Finance Tab The Reporting Foundation for Banner Finance includes reporting templates such as:  Budget reports  General ledger  Operating ledger  Balance Sheet  Grants

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Copyright 2007, Information Builders. Slide 30 Human Resources Tab

Copyright 2007, Information Builders. Slide 31 Human Resources Tab The Reporting Foundation for Banner HR includes reporting templates such as:  Employee Position Statistics  Benefit Deductions  Terminations  Equal Employment Opportunity (EEO) report  Appraisals

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Copyright 2007, Information Builders. Slide 33 Other Templates

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Copyright 2007, Information Builders. Slide 36 Ok… How Do You Build Them? Report Template Generator

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Copyright 2007, Information Builders. Slide 44 Report Template Generator

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Copyright 2007, Information Builders. Slide 46 Public Dashboard

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Copyright 2007, Information Builders. Slide 49 Summary  The WebFOCUS Reporting Foundation for ODS & Banner gives you a jumpstart for these modules:  Student  Finance  Human Resources  Dynamic dashboard reporting, featuring templates that leverage Banner security  The equation for success: Dynamic sorts Drilldown reporting Easy navigation Quick installation + Zero training TIME SAVINGS FOR FUNCTIONAL USERS!

Copyright 2007, Information Builders. Slide 50 So Who Wants It??