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Enterprise Reporting Solution Enhancing your Ellucian Investment Banner / Colleague / PowerCAMPUS Jack Obrey

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Presentation on theme: "Enterprise Reporting Solution Enhancing your Ellucian Investment Banner / Colleague / PowerCAMPUS Jack Obrey"— Presentation transcript:

1 Enterprise Reporting Solution Enhancing your Ellucian Investment Banner / Colleague / PowerCAMPUS Jack Obrey

2 DataMasqueFormFusion Argos

3 DataMasque

4 Are you using copies of your production data for testing and training purposes? Uh Oh!

5  80% of Institutions use copies of production data for testing and training purposes You are not Alone  User permissions are often relaxed for training environments

6  Compliance with increased privacy regulations  The Health Insurance Portability and Accountability Act of 1996 (HIPAA)  The USA PATRIOT Act of 2001 (commonly known as the "Patriot Act")  The Family Educational Rights and Privacy Act of 1974 (FERPA or the Buckley Amendment) Compliance Risks

7 Personally Identifiable Information (PII)? Brian Rediker Jack Obrey Irvine, CA Irvine, CA SSN: SSN: Exchange Dr. 220 Interchange Dr. Phone: Phone:

8 Maintain Frequency Distributions Maintain demographic distribution in transformed data Generate and Use Data Lists Includes delivered lists such as names, addresses, vendors, etc. Data Generation Tools Use pre-defined functions or create your own

9 Production Protection Safeguards against running against production data Works with Any SQL Compliant Database Transform all of your testing and training databases Execution Automation Fully featured application integration & scheduling

10 Free & Unlimited Live Online Training Get up and running quickly True Enterprise License You never need to pay to add users or connections Unlimited Projects/Transformations No limit on the number of transformation plans

11 DataMasque Questions

12 FormFusion

13 Typical Purchase Order

14 Before FormFusion After FormFusion FormFusion Basics

15 Purchase Order  Images & Fonts  Formatting  Add additional data  Conditional Signatures  Multiple Copies  Vendor  Requestor  File Copy  Multi-Page/Duplex  Custom Sorting

16  Watermarks and automatic signatures  Duplex Printing  Print from separate printing trays Client Example - Transcript

17  Utilize any envelope including fold and seal paper  All necessary information available on bill  Easy payment processing  Ability to bypass printing if bill has zero balance Client Example – Billing Statement

18 Create Virtually any document, using any data, from any SQL compliant DB Questions

19 Argos

20 Turn This… INTO THIS Turn This… INTO THIS MAKE REPORTING EASIER

21 PossibilitiesOperational ‘Day to Day’ Strategic‘Analytics’

22 Automate Reporting / Easy Access (Argos Scheduling and Delivery) Flexible scheduling tool Excel Class List Student Holds Letters Budget Report Send reports to end users ( / Network / FTP)

23 Automate Reporting / Easy Access (Argos Scheduling and Delivery – API) Utilize Web Delivery

24 Automate Reporting / Easy Access (Argos Scheduling and Delivery – API) Flexible scheduling tool Excel Class List Student Holds Letters Budget Report Utilize Web Delivery Send reports to end users ( / Network / FTP)

25 Enterprise License Unlimited Databases / Unlimited Database Connections Banner Data Warehouse Student Dept. Finance Dept. Human Resources Institutional Research Unlimited Users / User Types Everyone at your institution can use Argos

26 Argos Model

27  Free and Unlimited Report Sharing Community  Pre-built reports:  Banner Student  Banner Finance  Banner Financial Aid  Banner Human Resources  Banner Advancement Over 650 Available Built by Evisions / Argos Institutions  ODS Reports 100+  EDW Reports 100+  DegreeWorks

28 Implementation Deployment / Training and Development

29 Deployment Options Option 1: Onsite Training Sessions Introduce Argos to team Basic / Advanced Training DataBlock Designers / Report Writers Option 3: Consulting and Remote Report Development Option 2: Argos Deployment Services Roll out to Several Departments Needs Analysis Report Development Training

30 Process - Collaborate with the IT staff and departmental analysts to identify processes and data needs so the deployment efficiently apply the team’s expertise where needed and Evisions where needed. What is the Argos Deployment Service? Argos Deployment Service is an All-in-one package:  Consulting Services  Development Services  Customized Training  Productive and Impactful Go Live Date - Immediate Institutional Win for project introduction.

31 Argos Deployment Services Example Preliminary Specification Review

32 We iterated the design process 3 times and ultimately decided on developing this: Argos Deployment Services Example

33  The finished product Argos (Windows): Argos Deployment Services Example A user can compare data from 2 – 5 years. The left column is the quick compare for the most recent year and year before – for each bucket. The arrow will point up (green) if the difference for number of students is positive, and the arrow will point down (red) if the difference is negative. Please note: The credit hour drop is due to only having two years of end-of-term data available. The first year shown is using census data with attempted hours rather than end-of-term data with actual earned hours.

34 Client Examples

35 Stark State

36 Enrollment

37 Student Success

38 University of Houston - Downtown Enrollment Snapshot

39  Use the API to show ipeds, public data and more University of Houston - Downtown

40 Student Award Metrics

41 Middle Tennessee

42 Argos Deployment Services Example

43 Budget to Actual Banded Report

44 GPA Report Using Datasets International Students… Residence Hall… Athletics…?

45 AIM Dashboard College Student Population Program

46 Student Award Metrics

47 Middle Tennessee

48 Argos Deployment Services Example

49 Argos Rapid Application Development Tool

50 Tracking Students with Disabilities

51

52

53 Questions?


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