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, 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 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 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 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 RESULTS IMMEDIATE TAKEAWAY FOR STAFF AND STUDENTS 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 Banner 5 Oracle Banner 7 Issue Legacy systems needed to decommissioned Needed way to make the information practical for users to look up

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 BRIAN STEVENS ACCOUNT EXECUTIVE