REPORTING RIGHT NOW WITH ARGOS JESSICA ASHBROOK – LANSING COMMUNITY COLLEGE BRIAN STEVENS – EVISIONS ACCOUNT EXECUTIVE
Jan 04, 2016
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, EMAIL 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 2009
• 5-10 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
DASHBOARDSTUDENT 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.Stud
ent: 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!
DASHBOARDSHR PAYROLL AUDIT-INTERACTIVE REPORTS
Issue• Payroll takes a long
time • Needed a way to
double check records that was not manual
DASHBOARDSHR PAYROLL AUDIT-INTERACTIVE REPORTS
HR PAYROLL-INTERACTIVE REPORTSRESULTS
• 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 REPORTEMPLOYEE CONTACT & SCHEDULE INFO
Issue – Departments storing contact information on spreadsheets & not updating Banner. No one source of truth!
EMPLOYEE CONTACT & SCHEDULE REPORTRESULTS
• 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 CUBEENROLLMENT 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 REPORTSTUDENT 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!
DASHBOARDSFINANCIAL 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 REPORTFINANCIAL AID HISTORY
BANDED REPORTFINANCIAL 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
OracleBanner
7
Issue• Legacy systems
needed to decommissioned
• Needed way to make the information practical for users to look up
Lookup Studen
t Record in Banner
Find
Alternate ID in SPAIDEN
Use
Alternate ID in
Argos
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 ASHBROOKFA BUSINESS ANALYST
BRIAN STEVENSACCOUNT EXECUTIVE