Reporting Challenges
Existing Toolset
Struggling to get value out of your
existing Reporting/Business
Intelligence toolset.
The Data
Data Consumers are not getting
the data in a way that makes it
easy to view, understand, and
use.
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Reporting Challenges
IT
Ad hoc reporting requests are
tying up high-level IT, IR, and
departmental resources.
Multiple Sources
Difficulty pulling data from multiple
sources and creating one
consolidated report.
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The Power of Argos
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DataBlock Designer
Power user
Report Writers
Create and modify reports
with DataBlock access
CO-OP
User community
Export Data
.csv, .pdf, .html, .rtf, .xls,
XML, fixed width,
delimited and HTML
Report Viewers
View reports, OLAP data
cubes, and dashboards
DataBlock
Easy User Access
Seamless Web
Integration
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Accessible on
Multiple Devices
Report Automation
& Distribution
Other uses of Argos
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Data
validation
Rapid
Application
Development
Tool
Communication
tool
Data
clean-up
Automating
processes
CO-OP User
Community
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• Brings together higher education professionals with similar responsibilities & experiences
• Free and unlimited report sharing community with over 475 Argos Banner Clients
• Over 850 available datablocks built by Evisions and other institutions
• Banner Starter Pack of pre-built datablocks for each module that comes with Argos purchase (over 180 total Banner datablocks)
The Power of Argos
Data Dictionary
Provides consistency in:
• Definitions
• Terminology
• Table Joins
• Table Conditions
Library of Objects
Simplifies DataBlock and Report
Creation:
• Templates allow you to create
a standard look and feel for
your DataBlocks
• Store objects for future use
(e.g. listboxes, labels, pictures)
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Tailored to suit your needs
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Development
Customized
Solutions
Consulting
Deploy,
Configure
& Integrate
Training
Rapid
Adoption
True Enterprise License
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3rd party
systems
EDW ODS
Excel
Access
SQL
Server
ERP
Databases & Instances
Unlimited
Users & Types
Student
Finance
Financial Aid
Human
Resources
Institutional
Research
Advancement
Student Body
Community
No m
iddle
layer
required
Dashboard: Student Needs WD (R2T4)
Issues
• Need to know who a WD record should be created for ASAP, without being sent a spreadsheet by another office
• Need to work directory 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
• No more spreadsheets!
Managing UC4 (automic) schedules
Issue
• Needed an easy to
access way to view
UC4 (Automic)
schedules
• Especially relevant
for planning
upgrades and
outages
HR Payroll Audit - Interactive Reports
Issue
• Payroll takes a
long time
• Needed a way
to double check
records that was
not manual
HR Payroll Audit - 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
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
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
• Extensive collection of meaningful counts and statistics
• Access to Information
• Informed planning and decision making
Student Record Overview
Issue
• Student service
• Banner access
& training
across services
areas
• Needed a
comprehensive
approach
Student Record Overview
Results
• Immediate
takeaway for staff
and students
• Ease of
communication
• 10+ Banner
screens in one
report!
CRM - Talisma
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• Used by recruiters
• Web viewer based
• Dashboard on the iPad
• On the go via LTE and VPN
Financial Reporting – Charles Sturt U.
Need
Ad-hoc reporting
Automatic scheduling and delivery
Specific data for fiscal year or
period
Ensure information is up to date
Solution
OLAP Cube-based summary
statements
Graphical representation of data
Direct connection to transactional
database
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Financial Reporting – Open Purchase Orders
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Searchable by:
• Year
• Fund
• Org
• Program
Users can select invoices for
greater detail…
Student Communications
Academic Standing Notices to Students
• Standing is a time-sensitive business!
• Used to create letters, but mail is time-consuming and slow to arrive, especially to international students.
• Letter text had to be manually updated each semester to reflect new dates, etc.
• For Fall 2014, we developed an email burst to send the letters via email, both in the body of the email and as an attachment. We also included parameters the Registrar can enter to fill in variables in the letter.
Benefit to Students and Staff
• Students receive notifications in a timely fashion.
– Able to react (appeal, etc.)
• Saves paper, postage, and labor for staff!
Waitlists
• Each term, waitlists are “frozen” just before the first day of school.
Faculty decide who, if anyone, can get off the waitlist at that point.
• Old procedure involved paper printouts of waitlist rosters and
delivering them to departments for faculty review.
Missing Grades
• Who doesn’t have a problem with getting grades in by the
deadline?!?
• Need to inform faculty
– That they missed the deadline.
– Which courses/students they missed.
– What the new ultimatum is!
Missing Grades Report Sample
Faculty get one email with all missing grades for all courses
included in the report.
Advancement - Swarthmore
Need
Create and distribute detailed
constituent information to gift
officers and Advancement
personnel
Solution
An Argos DataBlock that
generates a “Comprehensive
Constituent Profile”
• Single or Multiple records
• Print options for efficiency
• Real-time delivery for more
effective use in the field
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About
Evisions
Expertise in higher education, not
just software
Helping colleges & universities
work better with powerful, easy-to-
use software
Backed by the industry’s most
passionate, friendly, and
knowledgeable support and
service teams
Ellucian Strategic Partner
475+ Banner Institutions Utilize
Argos for Enterprise Reporting
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Social Media
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https://twitter.com/EvisionsInc
www.youtube.com/user/EvisionsVideos
www.linkedin.com/company/evisions-inc
Thank You!Please contact me if you have any questions.
Alice Levy