1. 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

2. 02/28/2007Tarleton State University2 Principles of Change Rule #1 The only thing constant is CHANGE Rule #2 Most Users dislike Change of any kind Rule #3 See Rule #1

3. 02/28/2007Tarleton State University3 Heart of Systems Development Process Traditional ‘Waterfall’ Systems Development Life Cycle (SDLC) Planning Analysis Design Implementation Maintenance Missing Link Evaluation of New System From “Modern Systems Analysis and Design” by Hoffer, George, Valacich, 4 th edition

4. 02/28/2007Tarleton State University4 Banner Implementation Feasibility Study – most likely Planning – guided by SCT Analysis/Design – Existing system analyzed Future system designed Implementation – Phase I – conversion Phase II – make it work Phase III – testing and training Maintenance – where are my reports???

5. 02/28/2007Tarleton State University5 In A Perfect World All existing Reports will be converted prior to implementation of Banner All users will be trained on the Banner system All users will have reviewed their ‘new’ Banner reports and approved of them Everyone is happy with a smile on their face

6. 02/28/2007Tarleton State University6 In the REAL World Most of the reports are unknown and are not converted 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 Happy and Smile are five letter words only…

7. 02/28/2007Tarleton State University7 ‘Missing Link’ Situation 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

8. 02/28/2007Tarleton State University8 Solution to the Missing Link 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

9. 02/28/2007Tarleton State University9 Perfect Meets Real Planning and Preparation are prime components to successful implementation of any new system, including Banner 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 instills confidence and ownership of the final product

10. 02/28/2007Tarleton State University10 Understand the Purposes of Reports Historical Reports Such as Fact Books serve archival roles Support Planning and Decision Making Provide information to decision makers Public Relations FAQS or Stats for public information Information Dissemination Public distribution of achievements or milestones Compliance with External Requirements SACS, State Agencies, Legislative Budget Board

11. 02/28/2007Tarleton State University11 No Report Left Behind 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

12. 02/28/2007Tarleton State University12 Banner Reports - 2004

13. 02/28/2007Tarleton State University13 Banner 7 Reports - 2004

14. 02/28/2007Tarleton State University14 The Reporting Process 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

15. 02/28/2007Tarleton State University15 Tarleton’s Process Researched ‘Business Intelligence’ Utilized Internet Search engines Reviewed many White Papers Contacted other Institutions Discussed their approach for Report Replacement Determined the tools they were using Visited Baylor University for a demo of their Reporting Application Narrowed our decision to two vendors – SAS WebFocus/SPSS

16. 02/28/2007Tarleton State University16 Tarleton’s Solution Due to extensive use and existing code in SPSS, WebFocus product selected Contracted with IBI for: WebFocus Dashboard product Training Consulting WebFocus installed during Summer 2006 Training began in August 2006

17. 02/28/2007Tarleton State University17 WebFocus Reporting Points Access and analyze enterprise data through self-service, Web-based ad hoc and parameter-driven reporting View, customize, and create our own dynamic reports with easy-to-use tools to graphically represent the information Solve business problems in real time using easy yet powerful analytical techniques Visually represent information at an easy-to-use dashboard Share information with others in common desktop tools such as Excel, Adobe, and any Web browser From WebFocus website, February 2007

18. 02/28/2007Tarleton State University18 Texan Facts Link on Tarleton State University, Office of Planning, Evaluation, and Institutional Research website www.Tarleton.edu/~OPEIR

19. 02/28/2007Tarleton State University19 Tarleton OPEIR Website

20. 02/28/2007Tarleton State University20 Texan Facts Welcome Page

21. 02/28/2007Tarleton State University21 THECB/Banner Combo