banner reporting “where o where have my reports gone?”
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Banner Reporting “Where O Where Have My Reports Gone?”. Presented by Ms. Alma Lynn Bane and Ms. Lauren Morton Tarleton State University February 28, 2007. Principles of Change. Rule #1 The only thing constant is CHANGE Rule #2 Most Users dislike Change of any kind Rule #3 See Rule #1. - PowerPoint PPT PresentationTRANSCRIPT
Banner Reporting“Where O Where
Have My Reports Gone?”
Presented byMs. Alma Lynn Bane and
Ms. Lauren MortonTarleton State University
February 28, 2007
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Principles of Change Rule #1
The only thing constant is CHANGE Rule #2
Most Users dislike Change of any kind Rule #3
See Rule #1
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Heart of Systems Development Process
Traditional ‘Waterfall’ Systems Development Life Cycle (SDLC) Planning Analysis Design Implementation Maintenance
Missing Link Evaluation of New System
From “Modern Systems Analysis and Design” by Hoffer, George, Valacich, 4th edition
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Banner Implementation Feasibility Study – most likely Planning – guided by SCT Analysis/Design –
Existing system analyzed Future system designed
Implementation – Phase I – conversion Phase II – make it work Phase III – testing and training
Maintenance – where are my reports???
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In A Perfect World All existing Reports will be converted
prior to implementation of Banner All users will be trained on the Banner
system All users will have reviewed their
‘new’ Banner reports and approved of them
Everyone is happy with a smile on their face
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In the REAL World Most of the reports are unknown and are
not converted Majority of new Banner users did not
have time to attend the training sessions Many of the users will not realize that
‘THEIR’ reports were affected Happy and Smile are five letter words
only…
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‘Missing Link’ Situation Evaluation of New System
Meet with the Primary Users in their areas Discuss the Positives as well as the Negatives Determine their immediate needs Help them to think ‘Outside of the Box’ Assess their Training Needs Establish ‘Priority’ within their ‘needs’ Provide Feedback on progress to meeting
their needs
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Solution to the Missing Link Determine viable options for
Report Replacement tools Research using the Internet Contact other TAIR members Contact peers at other Institutions Attend Workshops and Seminars Visit vendor booths at conferences Contact your SCT representative
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Perfect Meets Real Planning and Preparation
are prime components to successful implementation of any new system, including Banner
Selecting Business Intelligence tools assist in the transition to a new system is time and money well spent
Including all areas in the transition phase instills confidence and ownership of the final
product
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Understand thePurposes of Reports Historical Reports
Such as Fact Books serve archival roles Support Planning and Decision Making
Provide information to decision makers Public Relations
FAQS or Stats for public information Information Dissemination
Public distribution of achievements or milestones
Compliance with External Requirements SACS, State Agencies, Legislative Budget Board
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No Report Left Behind Analyze ‘existing’ reports
Identify ‘Producer’ of the reports Determine ‘Users’ of the reports Document ‘Criteria/Specs’ for the
reports Establish ‘Scheduling Timelines’ for the
reports Create ‘Priority Rating’ for the reports
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Banner Reports - 2004
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Banner 7 Reports - 2004
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The Reporting Process Effective reporting typically involves major
steps, usually sequential but sometimes requiring circling back to prior steps to Refine Redirect Clarify Revise
to accommodate emerging demands or changing circumstances
From “Effective Reporting” by Trudy H. Bers with Jeffrey A. Seybert, 1999
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Tarleton’s Process Researched ‘Business Intelligence’
Utilized Internet Search engines Reviewed many White Papers
Contacted other Institutions Discussed their approach for Report Replacement Determined the tools they were using
Visited Baylor University for a demo of their Reporting Application
Narrowed our decision to two vendors – SAS WebFocus/SPSS
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Tarleton’s Solution Due to extensive use and existing code in
SPSS, WebFocus product selected Contracted with IBI for:
WebFocus Dashboard product Training Consulting
WebFocus installed during Summer 2006 Training began in August 2006
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WebFocus Reporting Points Access and analyze
enterprise data through self-service, Web-based ad hoc and parameter-driven reporting
View, customize, and create our own dynamic reports with easy-to-use tools to
graphically represent the information Solve business problems in real time
using easy yet powerful analytical techniques Visually represent information
at an easy-to-use dashboard Share information with others
in common desktop tools such as Excel, Adobe, and any Web browser
From WebFocus website, February 2007
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Texan Facts
Link on Tarleton State University, Office of Planning, Evaluation, and
Institutional Research websitewww.Tarleton.edu/~OPEIR
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Tarleton OPEIR Website
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Texan Facts Welcome Page
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THECB/Banner Combo