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Argos Case Studies - Evisionsgo.evisions.com/hubfs/CoHEsion Louisville Session Content/Argos... ·...

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Argos Case Studies Alice Levy Account Executive [email protected]
Transcript

Argos Case

Studies

Alice Levy

Account Executive

[email protected]

REPORTING

CHALLENGESCommon reporting

challenges faced by higher

education institutions

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.

3

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.

4

The Power of Argos

5

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

Reporting Possibilities with Argos

6

Banded ReportDashboard

Reporting Possibilities with Argos

7

Extract ReportsLetter Generation

Reporting Possibilities with Argos

8

OLAP CubeInteractive Charts

Easy User Access

Seamless Web

Integration

9

Accessible on

Multiple Devices

Report Automation

& Distribution

Other uses of Argos

10

Data

validation

Rapid

Application

Development

Tool

Communication

tool

Data

clean-up

Automating

processes

CO-OP User

Community

11

• 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)

12

Tailored to suit your needs

13

Development

Customized

Solutions

Consulting

Deploy,

Configure

& Integrate

Training

Rapid

Adoption

True Enterprise License

14

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

15

Case Study

Lansing

Community

College

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!

33

Case Study

University of

Alabama

Integration with other systems

34

Banner ePrint

CRM - Talisma

35

• Used by recruiters

• Web viewer based

• Dashboard on the iPad

• On the go via LTE and VPN

Security audits

36

FINANCE

38

Case Study

Charles Sturt

University

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

39

Financial Reporting – Faculty Income &

Expenditures

40

With Argos (OLAP Cube)Pre-Argos

Financial Reporting – Operating Budget

41

With Argos (OLAP Cube)Pre-Argos

Financial Reporting –Budget/YTD Report

42

With ArgosPre-Argos

Financial Reporting – Open Purchase Orders

43

Searchable by:

• Year

• Fund

• Org

• Program

Users can select invoices for

greater detail…

Financial Reporting – Invoice Details

44

…selected invoice.

(Commodity & Accounting info.)

STUDENT

51

Case Study

Abraham

Baldwin

Agricultural

CollegeTifton, GA

Enrollment: 3458

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.

Report Parameters

Email Burst!

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.

Parameters

Email Burst!

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!

Parameters

Email Burst!

Missing Grades Report Sample

Faculty get one email with all missing grades for all courses

included in the report.

72

Case Study

Swarthmore

College

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

73

Advancement – Donor Profile

Advancement – Proposals & Projects

75

Advancement - Constituents

76

by Activity/Special Purpose/Variable

Purpose Codes

Advancement - Constituents

77

by Career Info

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

78

CONNECT WITH

EVISIONSKeep up with the latest

news, events, and content

Newsletters and Blogs

80

https://evisions.com/subscribe/

Social Media

81

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

[email protected]

[email protected]


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