1. UCIT – Enterprise Reporting Town Hall Wednesday September 24th 1:30 - 3:30 Earth Sciences 443 Presented by the Enterprise Reporting Team

2. Agenda Introduction and Opening Remarks – Harold Esche, CIO Financial Reporting Improvements – Gabriel Grey and Catherine Pattison The Student Dashboard – David Johnston, Associate Vice Provost (Enrolment) & Registrar and Bob Little Human Resources Standard Reports – Bob Little New Website for Enterprise Reporting – Mahesh Shrestha Support Centre Reporting – Diana Leon Q and A – Tara Mulrooney Enterprise Reporting

3. “The process, knowledge and tools needed to turn data into information, information into knowledge, and knowledge into plans that drive profitable business actions. Business intelligence encompasses data warehousing, business analytic tools and content knowledge management” David Loshin Enterprise Reporting

4. Business Intelligence Maturity Lifecycle

5. Financial Reporting Improvements Gabriel Grey Catherine Pattison

6. Enterprise Reporting New Finance Reports The new Finance Reports, released in August, were developed based on input from a working group comprised of several Faculty/Unit Budget Officers and representatives from Financial Services One of the goals in creating these reports was to take advantage of new functionality available in Cognos 8 – in particular, drill-through links and multiple display options Like the original finance standard reports, the focus of these reports is operating data; eFIN continues to be the primary source for research data The original finance reports are still available

7. New Finance Reports Questions or ideas for future enhancements can be communicated to Enterprise Reporting via the UCIT Support Centre (220-5555 or itsupport@ucalgary.ca or the ticket link on the reports)itsupport@ucalgary.ca Instructions for the Finance Reports are available online through the User Guide link on the Finance Reports Menu Training in the use of the Finance Reports is offered by Enterprise Reporting on a regular basis every other Monday afternoon. Register by logging a ticket through the UCIT Support Centre Demonstration… Enterprise Reporting

8. The Student Dashboard David Johnston Bob Little

9. Enterprise Reporting Student Dashboard The Student Dashboard was developed with the assistance of Graduate Studies, Enrolment Services, and the Office of Institutional Analysis. The purpose for the dashboard is to provide a high level analysis of application, admission and enrolment counts. The goal is to provide a common methodology for determining these metrics. It is currently being deployed to all Deans, Associate Deans, Senior Executive, and Department Heads. These individuals have the ability to request access for delegates who report to them. Requests for enhancements and new reports are being collected by trainers. Additional and revised reports are being developed and will be released in the future. Demo…

10. Human Resources Standard Reports Bob Little

11. Enterprise Reporting HR Standard Reports A recently completed project has seen the creation of: A set of Human Resources standard reports providing information in the following areas were created: –Employee Job/ Appointment Information –Employee Leaves of Absences –Expiring Appointments –Staff Counts These reports are available to authorized HR Managers and Administrators within Faculties and Departments. An initial group has been selected as a pilot group for initial roll out. Further information will be provided by Human Resources regarding the availability of these reports in your area.

12. Enterprise Reporting Website Informs users about Reports and Application Services provided by Enterprise Reporting. Data Dictionary, Enterprise Reporting 101, Training, Request Access, Troubleshooting, Contact Information, and Testimonials Quick Links for Direct Access

13. Home Page Enterprise Reporting

14. Reports Enterprise Reporting

15. Reports Catalog – Categorical List Enterprise Reporting

16. Reports Catalog – Alphabetical List Enterprise Reporting

17. Report Detail Enterprise Reporting

18. Run Reports Enterprise Reporting

19. Finance Standard Reports Menu Enterprise Reporting

20. Subject Specific Tab Page - Finance Enterprise Reporting

21. Subject Specific Tab Page - Other Enterprise Reporting

22. Application Services - Other Enterprise Reporting

23. Application Services Catalog - Other Enterprise Reporting

24. Application Services Detail Enterprise Reporting

25. Run Application Services - Other Enterprise Reporting

26. Support Center Reporting (Data Mart) Enterprise Reporting

27. Support Centre Reporting Solution Have you ever asked who is helping you when you ask for assistance with IT services (220-5555, itsupport@ucalgary.ca or Online Service Request) ? They are the staff of the IT Support Centre This group not only answers your many questions but they measure how well they are doing by analyzing the information. This information is provided by the Enterprise Reporting data warehouse. Diana Leon

28. Who uses the Support Centre Reporting Solution? Chief Information Officer IT management IT Support Centre Staff Enterprise Reporting

29. How long it takes us to solve the issues that our users report?

30. Enterprise Reporting Click on the pie to see further information

31. Enterprise Reporting Click again to see which products have issues

32. Enterprise Reporting This report resolve the following questions: Products in blackboard with issues What is the priority Who is resolving it Who is the client

33. Q and A Tara Mulrooney Enterprise Reporting

34. Other Opportunities to Learn about ER Encore Presentations on Main Campus and at the Faculty of Medicine Comtech Meeting – October 23 rd Future ER Showcases on other hot topics including: –Research Reporting Improvements –New Standard Reports (Finance, Student) –New Data Marts (Fundraising/Development Office, Accounts Receivables) Enterprise Reporting